Core Insights - The company's performance was driven by strong execution in core Rimini Support subscription billings, despite the planned wind-down of Oracle PeopleSoft services [1] - Management is positioning the company as a bridge between legacy ERP infrastructure and modern AI innovation, asserting that traditional ERP software has peaked in technical value [1] - The 'Rimini Smart Path' strategy emphasizes a funded innovation model, encouraging clients to reinvest savings from third-party support into high-ROI AI projects [1] Operational Momentum - Operational momentum is bolstered by a strengthening ecosystem of global partners, particularly highlighting the strategic alliance with ServiceNow for Agentic AI solutions [1] - The company reported a significant increase in sales close rates, achieving over 30% of the pipeline in the fourth quarter [1] - Management attributes improved cycle times and higher win rates to the resolution of long-standing litigation, which has simplified customer due diligence processes [1] Revenue Growth and Market Stability - Retention challenges in 2025 impacted revenue growth, but management believes the North American market is now stabilizing under a new 'Hunter-Farmer' sales model [1]

Achieved 17% year-over-year revenue growth in Q4, marking the 16th consecutive quarter of meeting or exceeding the high end of revenue guidance. Performance was driven by strong adoption of payments and new location additions, particularly in the specialty medical vertical which saw record growth in Q4. Management attributes their competitive advantage to a 'data moat' built on billions of patient interactions and authorized integrations with practice management systems that horizontal AI providers ca ...

Market Overview - US equity futures are lower as traders assess the potential market impact of war with Iran and await significant US economic data including GDP and core PCE [1] - The S&P and Nasdaq futures are down 0.1% after trading positively overnight, with the "Magnificent Seven" stocks showing mixed performance [3] - Bond yields have reversed and are lower, while the USD remains flat; commodities show mixed results with base metals declining and precious metals, particularly gold, rallying above $5000 [1][11] Company Earnings and Stock Movements - Akamai Technologies (AKAM) shares fell 11% after a weaker-than-expected earnings outlook [3] - Ardelyx (ARDX) dropped 6% due to a softer sales forecast for its Ibsrela drug [3] - Copart (CPRT) fell 8% after reporting operating income that missed analyst estimates [3] - Floor & Decor (FND) rose 4% after exceeding earnings expectations for the fourth quarter [3] - Grail (GRAL) tumbled 47% after its cancer detection test failed to meet primary endpoints [3] - Harmonic (HLIT) increased by 9% due to strong book-to-bill ratios indicating growth potential [3] - Newmont (NEM) dropped 4% as it expects lower gold production this year [3] - Opendoor Technologies (OPEN) surged 19% after reporting better-than-expected revenue [3] - RingCentral (RNG) rose 10% after beating expectations and providing a positive forecast [3] - Texas Roadhouse (TXRH) increased by 4% as it anticipates positive sales growth [3] - Workiva Inc. (WK) gained 12% after reporting strong fourth-quarter results and optimistic forecasts [3] Economic Data and Inflation - Core personal consumption expenditure (PCE) data is expected to show an increase, which may influence interest rate decisions and the economic outlook [4] - Bloomberg Economics anticipates core inflation to accelerate, with a month-on-month increase of 0.32% in the core PCE deflator for December, raising the annual rate to 2.9% from 2.8% [4] - Wider inflation concerns are heightened by oil prices nearing a six-month high amid geopolitical tensions [5][6] Geopolitical Impact - The US military is deploying forces in the Middle East, with President Trump warning Iran of a limited strike if negotiations do not progress [6][35] - Geopolitical tensions have led to a cautious market sentiment, impacting stock performance and investor behavior [6][39]

Core Viewpoint - The article discusses potential candidates for stock splits in 2026, highlighting companies with high share prices and strong financial performance that may consider splitting their stocks to enhance accessibility for retail investors [1]. Group 1: Potential Stock Split Candidates - **MercadoLibre (MELI)**: Currently trading at approximately $1,997, it is the highest-priced major growth stock without a split history. The company reported Q3 2025 revenue of $7.41 billion, a 39% year-over-year increase, with total payment volume up 41% to $71.2 billion. Its stock has appreciated 1,910% over the past decade, making it a strong candidate for a split [1]. - **AutoZone (AZO)**: Trading near $3,745, AutoZone has not split its stock in over 30 years. The company generated $6.24 billion in Q4 2025 revenue and repurchased 117,000 shares for $446.7 million. The stock has surged 390% over the past decade, and its high price may eventually lead to a reconsideration of its split policy [1]. - **Costco (COST)**: Currently trading near $988, Costco has not split its stock since 2000. The company reported Q1 FY2026 revenue of $67.31 billion, with comparable sales up 6.4%. The stock has climbed 681% over the past decade, suggesting that management may consider a split as it approaches four-digit territory [1]. - **Meta Platforms (META)**: Trading at around $645, Meta has never split its stock despite a market cap of $1.63 trillion. The company reported Q4 2025 revenue of $59.89 billion, a 23.78% year-over-year increase. With significant share buybacks and strong financial performance, Meta has the flexibility to execute a split [1]. - **Microsoft (MSFT)**: Trading at approximately $398, Microsoft has not split its stock since February 2003. The company reported Q2 FY2026 revenue of $81.27 billion, up 16.72% year-over-year. With a market cap of $2.96 trillion and a stock price increase of 759% over the past decade, Microsoft may consider a split as analyst targets suggest further upside [1]. Group 2: Characteristics of Split Candidates - The five companies mentioned share common characteristics that typically precede stock splits: elevated share prices that create accessibility barriers, strong financial performance supporting continued appreciation, and large market capitalizations providing operational flexibility [1]. - While stock splits do not alter the fundamental value of a company, they can broaden the investor base and improve trading liquidity, which may encourage management teams to consider splits as a means to maintain retail investor participation in their growth stories [1].

Good morning. Amazon is poised to take Walmart’s top spot in what has become a contest between two tech-enabled giants.After Walmart reported a record $713.2 billion in fiscal-year revenue on Thursday, Amazon edged past it with $716.9 billion for 2025—positioning the Seattle-based company to debut at No. 1 on the next Fortune 500 ranking, set for release in June.That would mark a significant shift. For the past 13 years—and 21 of the past 24—Walmart has held the No. 1 spot on the list. Fifteen years ago, Am ...

每经AI快讯，2月20日，港交所文件显示，杭州绿云软件股份有限公司向港交所提交上市申请书，独家 保荐人为中金公司（601995）。 ...

据港交所文件：杭州绿云软件股份有限公司向港交所提交上市申请书。 来源：滚动播报 ...

Group 1 - VitalHub Corp. will release its financial results for Q4 2025 on March 12, 2026, after market close [1] - A conference call will be held on March 13, 2026, at 9:00 am EST, hosted by CEO Dan Matlow and CFO Brian Goffenberg [1] - The company serves over 1,000 clients globally, focusing on health and human services [2] Group 2 - VitalHub has a two-pronged growth strategy that includes organic growth within its product suite and an aggressive M&A plan [2] - The company is headquartered in Toronto and has over 500 employees worldwide, including a VitalHub Innovations Lab in Sri Lanka [2]

Group 1: Microsoft (MSFT) - Microsoft continues to show strong fundamentals and is considered a compelling investment despite a 15% year-to-date decline, trading around $398 [2][5] - Historical data indicates that March has produced gains 65% of the time with an average return of 2.1%, while April has a 69% win rate and an average gain of 2.3% [4] - The stock is trading at approximately 25 times trailing earnings, significantly lower than its five-year average of 33.2x and ten-year average of 31.4x, with reported quarterly revenue of $81.3 billion and a 47% operating margin [5][6] Group 2: Datavault AI (DVLT) - Datavault AI is a riskier investment, trading at $0.76 and down nearly 25% year-to-date, but management has raised its fiscal 2025 revenue outlook to $38–$40 million, indicating a potential 1,300% year-over-year growth [7][12] - Maxim Group maintains a 'Buy' rating and has increased the price target for DVLT to $4, with institutional ownership rising significantly [10] - The company aims for a fiscal 2026 revenue target of $200 million, suggesting over 400% year-over-year growth, but this increases execution risk [12]

The Labor Department’s report on Thursday showed that the number of Americans filing for initial jobless claims in the past week fell by -23K to 206K, compared with the 223K expected. Also, the U.S. Philly Fed manufacturing index rose to a 5-month high of 16.3 in February, stronger than expectations of 7.5. At the same time, the U.S. December trade deficit widened to -$70.3 billion, weaker than expectations of -$55.5 billion. In addition, U.S. pending home sales unexpectedly fell -0.8% m/m in January, weake ...