The selloff in artificial intelligence (AI) plays has intensified, with hyperscalers particularly feeling the heat. Even Apple (AAPL), which had been looking steady amid the selloff, came under pressure and fell 5% on Feb. 12 on reports of Siri delays and the company facing Federal Trade Commission (FTC) scrutiny over alleged bias against conservative voices on Apple News. All “Magnificent Seven” stocks except Nvidia (NVDA) have turned red for the year, which is unsurprising. While growing AI capex is pu ...

Donnelley Financial Solutions (NYSE:DFIN) Q4 2025 Earnings call February 17, 2026 09:00 AM ET Speaker5I would now like to turn the conference over to Mike Zhao, Head of Investor Relations. Please go ahead.Speaker4Thank you. Good morning, everyone, and thank you for joining Donnelley Financial Solutions' fourth quarter and full year 2025 results conference call. This morning, we released our earnings report, including a set of supplemental trending schedules of historical results, copies of which can be foun ...

Market Overview - The Nasdaq has opened 1.2% lower at 22,293.85, marking its lowest point since November 21, and is on track for a potential sixth consecutive weekly decline [1] - The S&P 500 has dropped 0.7%, while the Dow Jones has opened 0.2% higher, supported by companies like Apple and Goldman Sachs [1][2] Recent Performance - US stock futures were down on Tuesday, with the Nasdaq futures declining by 0.8%, S&P 500 down 0.4%, and Dow Jones down 0.2% [3] - The S&P 500 has experienced a decline of 1.4% last week, the Nasdaq dropped over 2%, and the Dow retreated 0.9% from early month highs [4] Sector Analysis - Concerns regarding AI-related disruptions have negatively impacted sentiment across multiple sectors, contributing to the Nasdaq's fifth consecutive weekly decline, the longest losing streak since 2022 [4] - The US software and services sector is currently trading at a discount to the broader market for only the second time in 30 years, presenting potential investment opportunities for those willing to accept short-term volatility [6] Investment Behavior - Many cash-rich corporations have paused share buybacks and are raising funds through stock issuance and debt markets to invest in AI [5] - Investors appear hesitant to increase their exposure at current levels, waiting for a catalyst that could prompt selling or buying decisions [5]

Key Takeaways Salesforce takes the lead over Oracle in the cloud software investment debate.CRM's AI offerings drove $1.4B in Q3 recurring revenues, up 114% year over year.ORCL raised capex to $50B as Q2 free cash flow fell to negative $10B.Salesforce, Inc. (CRM) and Oracle Corporation (ORCL) are two major players in the cloud enterprise software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship management, enterprise resource planning, database management and ...

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Core Viewpoint - Palo Alto Networks shares have been affected by the broader software selloff, yet analysts maintain a positive outlook on the recent growth of its firewall business and the anticipated benefits from acquisitions [1] Group 1: Company Performance - Analysts are optimistic about the momentum in Palo Alto Networks' firewall business, indicating strong performance despite market challenges [1] - The company is expected to benefit from its recent acquisitions, which may enhance its market position and product offerings in the cybersecurity space [1] Group 2: Market Context - The software sector is currently experiencing a selloff, impacting various companies, including Palo Alto Networks [1] - Despite the negative market sentiment, the positive analyst outlook suggests resilience and potential for recovery in Palo Alto Networks' stock performance [1]

Bitcoin (BTCUSD) was originally marketed as a non-correlated digital asset and a hedge against fiat debasement. However, market behavior now contradicts that thesis. Price action in the benchmark digital asset increasingly aligns with risk-on, growth-oriented assets, and not defensive hedges. Correlation analysis shows Bitcoin trading less like digital gold and more like a high-beta software equity. More News from Barchart Correlation Evidence: Bitcoin and IGV The strong correlation between Bitcoin and ...

Tsivin said the company’s strategy is to simplify, modernize, and integrate its legal software portfolio into a unified global operating platform. He emphasized plans to significantly reduce the number of product SKUs and converge toward global product lines, describing the target state as an integrated practice management platform with embedded workflow applications, API-enabled data and due diligence, and a unified customer experience.However, Tsivin said the company’s rapid acquisition-driven expansion o ...

Commenting on the development, President and CTO of Palantir USG Akash Jain said, "We’re proud to continue our work with DISA to give the U.S. Government the flexibility to bring cutting-edge technology wherever the mission demands. This opens the door for true multivendor architectures at the edge, bringing best-of-breed commercial technology to critical national security missions with unprecedented speed.”Why is this a win for Palantir? Well, Palantir has essentially decoupled its high-security software f ...