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IBM's stock heads for worst month in 34 years — and Anthropic is partly to blame
MarketWatch· 2026-02-23 22:31
Core Viewpoint - International Business Machines (IBM) has experienced a significant decline in its stock price, attributed to concerns regarding new artificial intelligence features [1] Company Summary - IBM's stock is identified as one of the major software companies facing a downturn due to market apprehensions surrounding the implementation of artificial intelligence [1]
Stock Market Today, Feb. 23: Palantir Falls as Market Pullback and Governance Questions Weigh
The Motley Fool· 2026-02-23 22:28
Palantir declined as tariff worries and broader risk-off sentiment weighed on AI software stocks. Governance disclosures and mixed institutional positioning added to the cautious tone.NASDAQ : PLTRPalantir TechnologiesToday's Change( -3.51 %) $ -4.75Current Price$ 130.49Key Data PointsMarket Cap$323BDay's Range$ 127.40 - $ 132.0052wk Range$ 66.12 - $ 207.52Volume1.5MAvg Vol45MGross Margin82.37 %Palantir Technologies (PLTR 3.51%)develops data integration and analytics platforms for government and commercial ...
Anthropic再发布“颠覆性”AI工具 IBM Corp(IBM.US)股价暴跌超13%
智通财经网· 2026-02-23 22:22
市场担忧在于,这类AI应用可能直接冲击IBM等公司长期依赖的遗留系统维护、数据服务和咨询业务。 Anthropic在博客中直言,过去多年,遗留代码现代化进展缓慢,原因在于"理解旧代码的成本往往高于 直接重写",而AI正在"彻底改变这一成本结构"。 事实上,本月初Anthropic推出面向法律行业的AI插件时,就曾引发华尔街对法律科技和软件板块的集 中抛售。尽管当时科技股随后出现反弹,周一市场再度承压,显示投资者对AI持续侵蚀传统软件盈利 模式的担忧并未消散。 除Anthropic消息外,软件和科技板块当天早盘已显疲态。三大指数周一收跌,科技板块普遍走低。分 析人士指出,随着AI工具不断向企业级核心系统渗透,市场正在重新评估传统软件和IT服务公司的长期 护城河。IBM股价的急跌,或只是这轮AI驱动的软件板块调整中的又一个缩影。 当日,IBM暴跌超13%,报223.35美元。此前,Anthropic宣布对其旗下Claude进行更新,推出一项可显 著降低COBOL系统维护和分析成本的新功能。COBOL(通用商业语言)在大众层面知名度有限,但长期 被广泛用于银行、航空及政府等关键系统,是IBM企业级服务的重要业务基础 ...
Stocks drop after Trump ramps up new tariffs and investors dump potential AI losers
PBS News· 2026-02-23 22:07
NEW YORK (AP) — U.S. stocks slumped Monday after President Donald Trump ramped up his newest tariffs, while investors continued to punish companies that could be losers in the artificial-intelligence revolution.READ MORE: Trump increases global tariffs to 15% after Supreme Court decisionThe S&P 500 fell 1% after Trump said on Saturday that he would place temporary 15% tariffs on other countries. That's up from the 10% rate he announced Friday following a Supreme Court ruling that struck down his sweeping "r ...
INVESTOR ALERT: Navan, Inc. Investors with Substantial Losses Have Opportunity to Lead the Navan Class Action Lawsuit – RGRD Law
Globenewswire· 2026-02-23 21:59
Core Viewpoint - The Navan class action lawsuit alleges that Navan, Inc. and its executives misled investors regarding the company's financial health and future expenses during its IPO, leading to significant stock price declines after the IPO [1][3][4]. Company Overview - Navan, Inc. operates an AI-powered software platform aimed at simplifying travel and expense management for users, customers, and suppliers [2]. IPO Details - Navan conducted its IPO on October 31, 2025, issuing nearly 37 million shares at an offering price of $25.00 per share [2]. Allegations of Misleading Information - The lawsuit claims that the IPO offering documents were materially false or misleading, particularly regarding a 39% increase in sales and marketing expenses shortly after the IPO, which was necessary to sustain revenue growth [3]. Financial Impact - On December 15, 2025, Navan reported a significant increase in sales and marketing expenses to nearly $95 million, up from $68.5 million in the previous quarter, which contributed to a nearly 12% drop in stock price following the announcement [4]. - By the time the lawsuit commenced, Navan's stock price had fallen to as low as $9.20 per share, representing a decline of nearly 63% from the IPO price [5]. Legal Process - The Private Securities Litigation Reform Act of 1995 allows investors who purchased Navan common stock during the IPO to seek appointment as lead plaintiff in the class action lawsuit, representing the interests of all class members [6]. Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder rights litigation, having recovered over $916 million for investors in 2025 alone, marking its fourth 1 ranking in the past five years [7].
Stocks Fall as Software Weakness, Tariff Risks Weigh | Closing Bell
Youtube· 2026-02-23 21:41
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Cristina Aquino here to take you through to that closing bell. It's a global simulcast.Carol Massar joins us from the radio room. Emily Graffeo by our side to understand Avec and Katie Greifeld have the day off. Welcome to our audiences across all of our Bloomberg platforms, television, radio and our partnership with You Tube on a monday that I think a lot of investors Carol Massar would like to forget.Yeah, exact ...
Something Rare Is Happening In Emerging Markets – And You Are Still Missing It - iShares MSCI Emerging Index Fund (ARCA:EEM), iShares MSCI Peru and Global Exposure ETF (ARCA:EPU)
Benzinga· 2026-02-23 21:06
While U.S. software stocks wobble under the weight of AI disruption and the S&P 500 grinds sideways, something quite rare is unfolding beneath the surface of global markets.Emerging markets are quietly having a moment we haven't seen in decades.The iShares MSCI Emerging Markets ETF (NYSE:EEM) has just posted nine consecutive weekly gains — its longest winning streak since 2005, the peak of the last major emerging market leadership cycle. A 10-week winning streak — which could be achieved by the end of this ...
Oracle Corporation Securities Fraud Class Action Lawsuit Pending: Contact Levi & Korsinsky Before April 6, 2026 to Discuss Your Rights – ORCL
Globenewswire· 2026-02-23 20:57
NEW YORK, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2025 and December 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/oracle-corporation-lawsuit-su ...
US stocks drop amid uncertainty over Trump's tariff plans
New York Post· 2026-02-23 19:51
Group 1: Market Reaction to Tariff Changes - US stocks experienced a significant decline following the Supreme Court's cancellation of a key part of President Trump's tariff policy, with the Dow Jones Industrial Average dropping 800 points, or 1.6% [1] - The S&P 500 and Nasdaq Composite also fell by 1.2% and 1.3%, respectively, as investors reacted to the renewed trade tensions and potential AI losers [1][6] - The dollar slightly dipped, while gold prices increased by $100 to $5,226.90, indicating a shift towards safe-haven assets amid market uncertainty [4] Group 2: Impact of New Tariffs - President Trump announced a new 15% global tariff under Section 122, following the Supreme Court's ruling that eliminated broad import taxes [2][3] - This new tariff policy has raised concerns among global partners, leading the EU to pause the approval of a recent trade deal with the US [3] - Economists from Goldman Sachs noted that much of the trade disruption had already been factored into major companies' operations, suggesting limited immediate impact on business investment [5][9] Group 3: Sector-Specific Performance - AI-related stocks faced significant losses, with CrowdStrike falling 8.4% and AppLovin dropping 8.2%, as fears grew over competition from new AI technologies [6][7] - Major airline stocks also declined due to adverse weather conditions, with United, American, and Delta falling by 4.8%, 4.5%, and 3.5%, respectively [6] Group 4: Economic Outlook - The 10-year Treasury bill borrowing rate decreased to 4.03% from 4.08%, reflecting a shift in sentiment regarding future interest rate decisions [8] - Goldman Sachs' research indicated that the effects of tariffs on inflation and growth remain largely unchanged, with most of the cost passthrough to consumer prices having already occurred prior to the Supreme Court ruling [10]
How Market Volatility Changes Withdrawal Timing Decisions
247Wallst· 2026-02-23 19:46
income sources across dividend stocks, bonds, and REITs so that no single asset class dictates when and how much you can pull.The broader lesson from 2025's rollercoaster is straightforward in that volatility doesn't have to damage your income plan, but it will punish those who don't plan for it. The investors who came through 2025 in the best shape weren't the ones who predicted the recovery but were instead the ones who built a withdrawal strategy that didn't depend on one.## Featured ReadsOur top persona ...