On February 22, 2026, Citrini Research released a report titled "The 2028 Global Intelligence Crisis" which has quickly become a hotly debated piece of macro-analysis in the financial world. It seems to have sparked another round of selling in softwareLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my lates ...

company focused on the development of medications to treat severe endocrinologic, oncologic, metabolic and neurologic disorders by modulating the effects of the hormone cortisol. For more information, submi...## ARDT Class Action Reminder: Stockholders Who Lost Money Investing in Ardent Health, Inc. Should Contact Robbins LLP for Information About Recovering Their LossesSAN DIEGO--([BUSINESS WIRE])--Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or ot ...

INVESTOR ALERT: Varonis Systems, Inc. Investors with Significant Losses Have Opportunity to Lead Class Action Lawsuit [Accessibility Statement] Skip NavigationSAN DIEGO, Feb. 24, 2026 /PRNewswire/ -- The law firm of [Robbins Geller Rudman & Dowd LLP] announces that purchasers or acquirers of Varonis Systems, Inc. (NASDAQ: VRNS) common stock between February 4, 2025 and October 28, 2025, all dates inclusive (the "Class Period"), have until Monday, March 9, 2026 to seek appointment as lead plaintiff of the Va ...

Market Overview - U.S. equity markets experienced a significant recovery on February 24th, 2026, driven by a "Turnaround Tuesday" sentiment following a volatile trading session on Monday [1] - Major market indexes showed resilient gains, with the Dow Jones Industrial Average up approximately 410 points (0.8%), the S&P 500 climbing 0.6%, and the Nasdaq Composite surging 1.1% [2] Sector Performance - Technology and Consumer Discretionary sectors led the market, while Financials and Energy sectors saw more modest gains [3] - The CBOE Volatility Index (VIX) retreated by nearly 5%, indicating a cooling of market panic [3] Corporate News - Advanced Micro Devices (AMD) shares jumped over 8% following a multiyear deal with Meta Platforms (META) to supply AI chips [4] - Home Depot (HD) reported fourth-quarter results that exceeded analyst expectations, leading to a 3.2% rise in its shares [5] - Keysight Technologies (KEYS) became the top performer in the S&P 500, skyrocketing 23% after a significant earnings beat [5] - FactSet Research Systems (FDS) gained 6.4% due to a new integration with Anthropic's Claude AI, positively impacting other software providers like Salesforce (CRM) and Microsoft (MSFT) [6] Economic Data - The Conference Board's Consumer Confidence Index rose to 91.2 in February, surpassing the consensus estimate of 87, indicating optimism among households despite inflation concerns [7] Upcoming Events - President Trump's State of the Union address is anticipated, with investors seeking clarity on his proposal to raise global tariffs to 15% [8] - Nvidia (NVDA) is set to release its fourth-quarter fiscal 2026 earnings, which will be closely monitored as a bellwether for the AI and semiconductor industry [9]

All representation is on a contingency fee basis. Shareholders pay no fees or expenses. The Allegations: Robbins LLP is Investigating Allegations that Navan, Inc. (NAVN) Misled Investors in Connection to its IPO According to the complaint, Navan conducted its IPO on October 31, 2025, at a price of $25 per share. The Offering Documents stated that Navan's business had "experienced rapid growth,†and the Company's solutions catered to "customers of all sizes across any industry vertical.†Consequently, the Comp ...

Bloomberg Investors have been ditching software stocks for months on fears of disruption from artificial intelligence, and upcoming earnings from the group aren’t expected to settle any nerves. A number of software companies report earnings this week, including Workday Inc., Salesforce Inc., Intuit Inc., Autodesk Inc. and Snowflake Inc. But worries about AI’s relentless drag on growth are so prevalent there may be little management teams can say or do to reverse it, at least for now. Most Read from Blo ...

Core Viewpoint - Wall Street strategists have raised their outlook for the S&P 500, predicting it will surpass 7,000 in the coming months, with an end-of-year target of 7,500, indicating a potential gain of approximately 10% from current levels [1][4]. Group 1: Market Projections - The S&P 500 is projected to end the year at 7,500, which is about 9% above its current value of 6,892 [1]. - This forecast represents a modest upgrade from previous projections and would mark the fourth consecutive year of advances for the index [4]. Group 2: Earnings Growth Expectations - Analysts anticipate S&P 500 earnings growth of 14.8% in 2026, slightly higher than the 14.4% estimate for 2025 [5]. - Technology companies are expected to be the primary drivers of this growth, with profit growth in the sector projected to rise by approximately 33% next year [5]. Group 3: Valuation Insights - The S&P 500 currently trades at about 21.6 times forward earnings, down from 22.5 at the beginning of the year, indicating some moderation in valuations while fundamentals remain supportive [5]. Group 4: Market Sentiment and Risks - Despite the positive year-end target, many strategists foresee potential turbulence, with a majority expecting a market correction within the next three months, viewing it as a reset rather than a change in the broader trend [6]. - Key risks include persistent inflation pressures, the trajectory of Federal Reserve policy, trade tensions, and geopolitical uncertainties [7]. Group 5: Sector Performance - Software stocks have experienced significant declines since the start of the year, reflecting investor caution, yet the sector is still projected to lead overall earnings growth [8]. - The consensus view suggests resilient corporate performance and steady economic conditions will support further gains for the S&P 500 through the end of 2026 [8].

Microsoft (MSFT) arguably ranks among the most disappointing tech sector names, with MSFT stock slipping more than 3% over renewed tariff fears. Thanks in part to the latest political shock, MSFT is down roughly 21% since the beginning of the year, demonstrating that while innovations such as artificial intelligence can help lift valuations, investors will only tolerate a certain premium over perceived intrinsic value. Even though Microsoft is one of the leaders in machine learning thanks to its partners ...

Core Insights - Microsoft is collaborating with SpaceX's Starlink to enhance global connectivity, particularly in Kenya, where they aim to connect 450 community hubs [1][2][3] - This partnership signifies Microsoft's willingness to work with Elon Musk's ventures despite ongoing legal disputes involving Musk and OpenAI [2][3] - Musk is pursuing a legal claim against OpenAI for approximately $134 billion, highlighting the financial stakes involved in the AI sector [3] Company Developments - SpaceX is reportedly merging with Musk's xAI startup, which has developed the Grok AI model and chatbot, indicating a strategic move to integrate AI capabilities [5] - Microsoft has previously integrated support for Grok models into its Foundry cloud software, showcasing a commitment to AI-infused applications [5] - Microsoft has set an ambitious goal to provide internet access to over 250 million people by the end of 2025 and has already extended coverage to over 299 million people [6]

The past week or so, the market has had a lot of news to absorb. President Trump's appointment of Kevin Warsh to Fed Chair sparked volatility in the US dollar, rates, and precious metals. In addition, a rash of technology-related news caused a large selloff in software and broader tech shares. Today we sift through this tumult and share our views on where the market may be headed. ...