Group 1 - Credissential Inc. has successfully completed the sale of its Antenna Transfer Inc. business to Codeifai Limited, with the transaction closing on February 16, 2026 [1][2] - The total consideration for the transaction amounts to AUD$1.3 million, consisting of AUD$1.15 million in common shares and AUD$150,000 in cash, which will provide additional working capital for the company's product development [2][3] - The CEO of Credissential expressed satisfaction with the transaction, highlighting that it allows the company to focus on its current product stack, including CoinCMPLY and DealerFlow [3] Group 2 - Codeifai Limited is an Australia-based technology company specializing in AI, quantum computing, and secure data solutions, aiming to meet the global demand for secure digital infrastructure [4] - Codeifai develops high-margin, scalable SaaS platforms that leverage advanced technologies to provide solutions across various sectors, including fintech, legal, healthcare, and government [4] - Credissential is focused on developing AI-powered financial services software, addressing critical friction points in financial transactions to enable efficient, secure, and compliant value transfers [5]

AI and conversation intelligence to provide actionable insights derived from prescriptive vertical-market data analytics, today announced a new key enhancement within its Engage Platform: the ability for businesses to accurately attribute and analyze LLM-driven phone calls resulting from consumers receiving brand information directly in an LLM search result, even when those customers never visit the company's websit...## Marchex Announces Third Quarter 2025 Results and Agreement in Principle to Acquire Arch ...

Core Viewpoint - The human software sector is currently trading at 10-year lows in terms of multiples, indicating a significant market selloff that has broadly affected many companies, suggesting an exaggerated reduction in expected growth rates [1][5][12] Valuation Metrics - The sector is trading at an average of slightly above 10 times EBITDA, a stark contrast to the historical average of about 25 times, indicating strong support levels for depressed valuations [5] - The one-year forward PE ratio for the sector is currently at 17 times, projected to decrease to 14 times in 2027, aligning more closely with the broader equity market despite the sector's faster growth [5] Growth Expectations - Companies in Europe are expected to achieve around 10% revenue growth, but the market is pricing in a much lower growth rate for the future [6][12] - The anticipated growth for many companies in Europe remains healthy, with no downgrades expected through 2026, although acceleration in revenue growth is not evident [12] Company-Specific Insights - Companies with strong customer bases and data modes, such as SAP, are viewed as more insulated from market risks, despite not holding shares in these companies [3][9] - The integration level of software solutions, particularly ERP systems, makes it challenging for companies to switch providers, providing a competitive advantage to established players [7][9] Market Dynamics - The current market environment shows a lack of differentiation among software companies, creating potential investment opportunities in firms with low churn and high data modes [2][8] - The divergence in performance between hardware and software sectors is notable, with hardware companies like ASML reporting record earnings while software firms like SAP face investor disappointment due to slower growth in their cloud businesses [10][11]

Strategy has made another weekly Bitcoin purchase — Source: CoinGape Strategy bought 2,486 Bitcoin between February 9 and 15. This marks the eighth consecutive weekly Bitcoin purchase. The MSTR stock is down over 4%. Michael Saylor’s Strategy, previously MicroStrategy, has announced its eighth consecutive weekly Bitcoin purchase, with the company now just one more purchase away from hitting its 100th BTC purchase milestone. This latest purchase comes as investors raise concerns over the threat of ...

Many of the top-performing AI stocks last year have retreated. But there are bright spots. ...

SOPHiA GENETICS to Announce Financial Results for Fourth Quarter and Full Year 2025 on March 3, 2026 [Accessibility Statement] Skip NavigationBOSTON and ROLLE, Switzerland, Feb. 17, 2026 /PRNewswire/ -- SOPHiA GENETICS (Nasdaq: SOPH), a global leader in AI-driven precision medicine, today announced it will release its financial results for the fourth quarter and full year 2025 before U.S. markets open on Tuesday, March 3, 2026. On that day, SOPHiA GENETICS will host a conference call to discuss its financia ...

Development platform, real-time humanoid robot, and hands-on workshops round out QNX's critical enabling role in robotics systems WATERLOO, ONTARIO / ACCESS Newswire / February 17, 2026 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB), today announced it will showcase a powerful lineup of missioncritical innovations at Embedded World 2026, taking place March 10 - 12, 2026 in Nuremberg, Germany. As industries move beyond traditional robotics and automation to embrace Physical AI, where machines perc ...

Core Viewpoint - TD Cowen and BMO Capital have both lowered their price targets for Intuit Inc. (INTU) stock while maintaining positive ratings, reflecting cautious optimism amid investor concerns regarding AI impacts and market performance [1][3]. Group 1: Price Target Adjustments - TD Cowen reduced its price target on Intuit Inc. from $802 to $658 while keeping a "Buy" rating [1]. - BMO Capital lowered its price target from $810 to $624 while maintaining an "Outperform" rating [3]. Group 2: Investor Sentiment and Market Trends - The moderately positive outlook is supported by expectations of an easy earnings beat against a low bar, following recent underperformance in the company's shares [2]. - Investor hesitation is noted regarding the impacts of AI and terminal values, which are seen as factors affecting the stock's upside potential [2]. Group 3: Product Performance and Strategy - BMO's annual survey of US tax filers indicated generally favorable trends for Intuit's TurboTax product line, highlighting healthy metrics for TurboTax Full Service and opportunities for upselling and cross-selling [3][4]. - Intuit operates through four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax, offering a range of financial management and compliance products [4].

Core Viewpoint - Microsoft Corporation (NASDAQ:MSFT) is currently facing challenges that have led to a downgrade in its stock rating, primarily due to increased capital expenditure requirements to remain competitive in the cloud computing sector, particularly against rivals like Google and Amazon [2][3][8]. Group 1: Stock Rating and Analyst Insights - Melius Research downgraded Microsoft’s stock from "Buy" to "Hold" with a price target of $430, citing concerns over free cash flow (FCF) due to rising capex needs [2][8]. - The analyst indicated that failure to increase capex could suggest either earnings management or execution issues within the company [3]. - The new FCF estimates imply that Microsoft’s shares are currently overvalued [3]. Group 2: Financial Performance - Microsoft reported Q2 2026 results showing cloud revenue exceeding $50 billion, driven by strong demand for its services [4]. - The company’s capital expenditures reached $37.5 billion, with approximately two-thirds allocated to short-lived assets, primarily GPUs and CPUs [4]. - Capex is distributed across various initiatives, including Azure, M365 Copilot, GitHub Copilot, and research and development [4]. Group 3: Company Overview - Microsoft is a global technology company that offers a diverse range of software, cloud services, devices, and business solutions for both individual and enterprise customers [5].

Group 1 - MicroStrategy is increasing its Bitcoin holdings by utilizing structured digital credit to enhance the amount of Bitcoin per share [1] - The company's strategy focuses on controlled accumulation of Bitcoin, indicating a strong commitment to cryptocurrency investment [1] Group 2 - The investment approach aims to leverage market inefficiencies and contrarian insights to maximize long-term compounding while protecting against capital impairment [1]