Group 1 - Shares of RingCentral surged by 34% and Five9 by approximately 14% after both companies reported earnings that exceeded Wall Street's estimates and provided positive guidance, alleviating fears regarding the impact of artificial intelligence on their business models [1] - Both RingCentral and Five9 indicated that the accelerating adoption of AI has increased demand for their customer service solutions, which include voice integration [1] Group 2 - Recent weeks have seen a significant selloff in the software sector due to concerns that new AI tools from companies like Anthropic and OpenAI could disrupt traditional software-as-a-service business models [2] - The iShares Expanded Tech-Software Sector ETF has declined by about 23% this year, with notable declines from companies such as Atlassian, Unity Software, and Rapid7, which have lost more than half their value [3] - Major software companies like Salesforce and Microsoft have also experienced significant drops in their stock prices, with declines of 30% and 18% respectively [3]

The stock market may have hit record highs in 2025, but for many Americans, it doesn’t feel like prosperity. A new Q4 2025 Quarterly Market Perceptions Study from the Allianz Center for the Future of Retirement shows a clear disconnect between Wall Street and Main Street. Even as markets climb, households are pulling back on long-term savings and bracing for turbulence ahead. Related: U.S. state retirement fund boosts MicroStrategy stake despite stock downgrade Retirement savings take a hit More than ...

Oracle Corp. (NYSE:ORCL) shares are down Friday, falling roughly 5% in a session where the broader tape is holding up relatively well. The Nasdaq Composite is up 0.30%, the S&P 500 has gained 0.20%. OpenAI Exposure Turns From Tailwind To HeadwindOracle has raised tens of billions of dollars to fund capacity, but the market is shifting its focus toward the sustainability of debt-financed data centers. “Maybe Oracle stock got way ahead of fundamentals and now the market’s saying, alright, show me,” Eric Diton ...

Key Takeaways NICE beat Q4 estimates with $3.24 EPS and $786.5M revenues, driven by 14% cloud growth.Cloud made up 77% of sales as CX AI momentum and enterprise traction lifted results.NICE guided up to $3.19B 2026 revenue and settled $460M debt, shares jumped 13%.Nice (NICE) reported adjusted earnings of $3.24 per share in the fourth quarter of 2025, which beat the Zacks Consensus Estimate by 0.84% and increased 7% year over year.Non-GAAP revenues of $786.5 million surpassed the consensus mark by 1.01% and ...

Palantir Technologies (NASDAQ: PLTR) has been one of the undisputed beneficiaries of the sweeping adoption of artificial intelligence, thanks to its cutting-edge data mining capabilities. Most of the focus has been on the company's commercial business and Artificial Intelligence Platform (AIP), which has been the biggest driver of Palantir's recent growth spurt. However, its government contracts are back in the spotlight this week, as the company struck its next major deal. Reports emerged late Thursday t ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Figma Stock Crashed Hard but its Q4 May Have Flipped the Script - Moby THE GIST Figma, a design app and and supposed “Adobe killer,” officially went public last July. Many investors bought the hype that they, like Palantir and others, would ride the AI wave. But the wave crashed, based on their stock price. It’s now trading at about $26, down 80% from its IPO. WHAT HAPPENED This week, Figma reported its fourth-quarter earnings and dropped guidance for the year. To its beaten-down investors and Wall St ...

A lender group led by JPMorgan Chase & Co. is preparing to raise $5.3 billion of debt to support Qualtrics International Inc.’s purchase of health-care survey firm Press Ganey Forsta, according to people familiar with the matter. The package is expected to comprise a $3.3 billion leveraged loan issued in US dollars and euros, while another $2 billion could be sold in the high-yield bond market or to private credit firms, said the people, who requested anonymity to discuss private deliberations. A deal cou ...

Hagens Berman Investigating Varonis (VRNS) Over Alleged SaaS Transition Failure and Undisclosed Renewal Softness in Securities Class Action [Accessibility Statement] Skip NavigationVRNS Investors with Losses Encouraged to Contact Hagens BermanSAN FRANCISCO, Feb. 20, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman is notifying investors in Varonis Systems, Inc. (NASDAQ: VRNS) regarding the approaching March 9, 2026, lead plaintiff deadline in a pending securities class action lawsuit ...

Today, Strategy is one of the most important institutions in cryptocurrency, but it didn’t start out that way. Originally called MicroStrategy, the company co-founded by Michael Saylor—one of the most influential figures in the world of Bitcoin—first made its mark in software. Now, however, it’s best known for its aggressive strategy of acquiring Bitcoin for its corporate reserves, with Saylor becoming a key figurehead for the institutional adoption of the asset. Here’s everything else you need to know ...