Core Viewpoint - Republic Power Group Limited (RPGL) has announced a strategic partnership with NVT to enhance blockchain-enabled asset tokenization and capital markets solutions in Asia, leveraging both companies' strengths in technology and regulatory compliance [1]. Group 1: Partnership Details - RPGL signed a non-binding memorandum of understanding (MOU) with NVT on February 10, 2026, to establish a strategic partnership framework [1]. - The collaboration aims to integrate NVT's regulated real-world asset (RWA) tokenization infrastructure with RPGL's enterprise software solutions, focusing on compliance and institutional adoption [1]. - Both parties plan to provide training and educational support to enhance mutual understanding of their platforms and technologies [1]. Group 2: Company Profiles - Republic Power Group Limited is a Singapore-based provider of ERP software solutions, serving clients in regulated industries across Hong Kong and Southeast Asia [1]. - NVT, established in 2019, is a Hong Kong-based fintech company that supports asset token issuance and tokenized over-the-counter trading, bridging traditional finance and Web3 [1]. - NVT has facilitated significant transactions, including Hong Kong's first tokenized security and the first tokenized Limited Partnership Fund, showcasing its capabilities in RWA tokenization [1].

Strategy, formerly known as MicroStrategy, remains locked in a persistent bear market. The Michael Saylor-led company has struggled to regain momentum as its stock mirrors Bitcoin’s decline. As Bitcoin corrects, Strategy stock follows, reinforcing volatility and heightening sensitivity to digital asset sentiment shifts. MSTR Is Breaking Out About a week ago, the Chaikin Money Flow formed a bullish divergence against price. While MSTR recorded a lower low, CMF posted a higher reading. This divergence sig ...

Pegasystems Investor Presentation Q4 2025 NASDAQ: PEGA pegainvestorrelations@pega.com February 10, 2026 © Pegasystems Inc. Safe Harbor Statement Certain statements in this presentation may be "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995, including the size of the current and future market opportunity, growth of the business, and our 2026 guidance. Words such as expects, anticipates, intends, plans, believes, will, could, should, estimates, may, targets, str ...

Core Viewpoint - Strategy (MSTR) has significantly increased its Bitcoin holdings, purchasing an additional 1,142 BTC for approximately $90 million, bringing total holdings to 714,644 BTC at a total cost of roughly $54.35 billion [1][2] Group 1: Company Actions - The recent acquisition of Bitcoin positions Strategy as the largest corporate holder of Bitcoin in public markets, reinforcing its aggressive investment strategy [1] - The average purchase price of Bitcoin for Strategy is $76,056, while the current trading price is around $69,651, resulting in an estimated unrealized loss of $4.5 billion [2] Group 2: Market Implications - Strategy's stock is now perceived as a leveraged Bitcoin proxy, with market sentiment shifting based on Bitcoin's price relative to the company's average cost [3] - When Bitcoin trades above the average cost, the stock tends to receive a premium; conversely, when it falls below, focus shifts to downside risks and balance-sheet durability [3] Group 3: Investment Philosophy - Saylor's continued investment above the average cost reflects a long-term strategy, emphasizing the belief that Bitcoin's long-term appreciation will outweigh short-term volatility [4] - Supporters of this strategy argue that temporary losses are inconsequential if Bitcoin's value eventually increases, potentially enhancing gains for Strategy compared to direct Bitcoin ownership [4]

Core Insights - Salesforce, Inc. (CRM) shares have decreased by 16.8% over the past six months, underperforming the Zacks Computer and Technology sector which gained 10.8% [1] - The decline raises questions about whether this is a buying opportunity or a signal to move on from Salesforce stock, despite strong fundamentals still supporting investment in CRM [1] Performance Overview - Salesforce's revenue growth has slowed from double digits to single digits, with a year-over-year increase of only 8.7% in the first nine months of fiscal 2026 [3][4] - The Zacks Consensus Estimate projects revenue growth of 9.5% for fiscal 2026 and 10.9% for fiscal 2027, indicating no significant improvement in the near term [4] Profit Forecasts - Earnings per share (EPS) is expected to grow at a CAGR of 15% over the next five years, a significant drop from the previous five years' CAGR of 27.8% [5] - EPS forecasts for fiscal 2026 and 2027 indicate year-over-year improvements of 15.3% and 10.5%, respectively [5] Market Dynamics - The slowdown in growth reflects cautious enterprise spending amid economic uncertainty and geopolitical pressures, leading businesses to prefer smaller, lower-risk IT investments [4][9] - Salesforce is focusing on enhancing its enterprise software portfolio and integrating AI across its product lines to remain competitive [9] AI Integration and Revenue Growth - Salesforce's AI initiatives, particularly Agentforce and Data Cloud, generated $1.4 billion in recurring revenues in Q3 of fiscal 2026, marking a 114% year-over-year increase [12] - Agentforce alone contributed $540 million in recurring revenues, up 330% year over year, with over 50% of deals coming from existing clients [12] IT Spending Trends - Gartner estimates worldwide IT spending will increase by 9.8% year over year to $6.08 trillion in 2026, with software expected to grow by 15.2% to $1.43 trillion [13] - Despite potential short-term spending slowdowns, digital transformation remains a priority for businesses, ensuring steady demand for Salesforce's solutions [13] Valuation Analysis - Salesforce's stock currently trades at a forward P/E ratio of 14.89, significantly below the sector average of 25.91, indicating that much of the pessimism is already priced in [14] - Compared to competitors like SAP, Microsoft, and Oracle, Salesforce stock is cheaper on a P/E basis [17] Competitive Position - Salesforce has outperformed major competitors in the enterprise software space over the past six months, with Microsoft, SAP, and Oracle stocks declining by 23.1%, 29.2%, and 43.5%, respectively [18] Investment Recommendation - Despite slowing growth, Salesforce's leadership in customer relationship management, focus on AI, strategic acquisitions, and reasonable valuations provide compelling reasons to invest in the stock [19]

Nextech3D.ai CEO Evan Gappelberg joined Steve Darling from Proactive to announce the expansion of the company’s enterprise platform into corporate gifting, creating a new high-margin growth vertical for 2026 and beyond. Gappelberg told Proactive that the global corporate gifting market is a massive and rapidly growing industry, currently valued at approximately $920 billion in 2025. Driven by strategic shifts toward year-round employee engagement, client retention, and personalized incentives, the market i ...

Datadog, Inc. (NASDAQ:DDOG) is one of the stocks in focus on Jim Cramer’s game plan. Cramer called the stock “too expensive,” as he remarked: On Tuesday, we’re back in heavy earnings rotation. We’ve got DuPont, Coca-Cola, CVS Health, AstraZeneca, Datadog, and S&P Global report… Next, we have the tales of powerful AI companies destroying little guys, and this time it’s Datadog and S&P Global. The Dog is the kind of software-as-a-service company that was once loved. Not anymore. Stock’s been nearly cut in h ...

Core Viewpoint - Oracle Corporation is facing a class action lawsuit due to alleged misleading statements regarding its AI infrastructure strategy and its financial implications, leading to significant stock price declines during the class period from June 12, 2025, to December 16, 2025 [1]. Allegations - The lawsuit claims that Oracle's executives made false statements about the company's AI infrastructure strategy, which would lead to increased capital expenditures without corresponding revenue growth [1]. - It is alleged that Oracle's increased spending poses risks to its debt, credit rating, free cash flow, and project funding capabilities [1]. - A warning from S&P Global Ratings indicated that OpenAI could account for over one-third of Oracle's total revenues by fiscal 2028, raising concerns about Oracle's reliance on OpenAI's performance [1]. - Following negative analyst coverage and disappointing financial results, Oracle's stock price experienced significant declines, including a nearly 11% drop after the announcement of second-quarter results for fiscal year 2026 [1]. Financial Impact - On September 25, 2025, Rothschild & Co. Redburn initiated coverage of Oracle with a "Sell" rating and set a price target of $175, indicating a potential 40% decline from its previous price [1]. - Oracle reported negative free cash flow exceeding $10 billion for the second quarter of fiscal year 2026, which was below analysts' expectations [1]. - Delays in the completion of data centers for OpenAI due to labor and material shortages further contributed to concerns about Oracle's revenue growth [1]. - A report on December 17, 2025, indicated that Blue Owl Capital withdrew funding for a $10 billion data center project, exacerbating fears about Oracle's financial commitments and rising debt levels [1].

Shares of Oracle (NYSE: ORCL) climbed on Monday, following bullish analyst commentary. By the close of trading, Oracle's stock price was up more than 9%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. OpenAI fears may be overblown, according to this analyst The sell-off in Oracle's shares is overdone. That's according to Davidson analyst Gil Luria, who u ...

Market Overview - The S&P 500 rose approximately 0.5%, the Nasdaq increased by 1%, and the Dow Jones Industrial Average remained around the flatline above 50,000 [1] - Technology stocks rebounded from recent declines, with significant contributions from the portfolio's Magnificent Seven positions, excluding Apple and Amazon [1] Inflation Expectations - The New York Fed's 1-year inflation expectations decreased to 3.09% from 3.42% in December, below the consensus estimate of 3.38% [1] Capital Expenditure Insights - Bank of America reported a 14% quarter-over-quarter and 66% year-over-year increase in fourth-quarter global hyperscale capital expenditures, reaching $148 billion, which was $7 billion more than previously expected [1] - Looking ahead, Bank of America forecasts capital expenditures to be $748 billion in 2026 and $869 billion in 2027, reflecting year-over-year growth rates of 56% and 16% respectively, which are higher than previous estimates of 36% and 15% [1] Upcoming Earnings Reports - Earnings reports are expected from On Semiconductor and Vornado Realty Trust after the market closes, with additional reports from DuPont, Coca-Cola, Datadog, Fiserv, Spotify, AstraZeneca, Ferrari, Marriott International, BP, and Xylem before the market opens on Tuesday [1] Sector Performance - The AI capital expenditure beneficiary basket is performing well, with new highs in companies such as Corning, GE Vernova, Dover, Cisco, and Qnity Electronics, alongside solid gains in Eaton and strength in semiconductor stocks like Nvidia and Broadcom [1]