Innodata (NASDAQ: INOD) has existed as a company since 1988. However, a shift into artificial intelligence (AI) remade the data engineering company as a low-code software platform that helped with data collection and helped to streamline business processes for customers in specific industries. Not surprisingly, its rising popularity has helped boost the stock, and investors who bought shares five years ago and held them are likely happy with their gains. Where to invest $1,000 right now? Our analyst team j ...

Core Viewpoint - VERSES AI Inc. is set to hold a corporate update webinar for investors on February 18, 2026, featuring key executives who will provide an overview of the company and its developments [1]. Company Overview - VERSES AI Inc. specializes in cognitive computing and is focused on developing next-generation agentic software systems inspired by natural principles [2]. - The flagship product, Genius™, is an agentic enterprise intelligence platform that aims to deliver reliable domain-specific predictions and decisions in uncertain environments [2]. Webinar Details - The webinar will take place on February 18th at 10am PST / 1pm EST, with participation from Interim CEO David T. Scott, President & COO James Hendrickson, and CFO James Christodoulou [1]. - Interested parties can register for the webinar through the provided link [2].

Market Overview - The U.S. stock market is showing resilience, with major indexes trending higher due to a positive inflation report suggesting the Federal Reserve's restrictive policy may be nearing its end [1] - Major market indexes are largely in the green, with the S&P 500 trading between 6,500 and 7,000, the Dow Jones Industrial Average gaining over 150 points, and the Nasdaq Composite up approximately 0.4% [2] Inflation Data - The January Consumer Price Index (CPI) showed a month-over-month increase of just 0.2%, below the consensus estimate of 0.3%, and a year-over-year CPI of 2.4%, the lowest since early 2024 [3] - This "muted" inflation reading has led traders to price in a higher probability of a rate cut in the second quarter, benefiting growth-oriented equities [3] AI Capital Expenditure Trends - The combined AI-related capital expenditure for Alphabet, Amazon, Microsoft, and Meta Platforms is expected to exceed $650 billion in 2026, reflecting confidence in long-term AI demand but raising concerns about near-term free cash flow [4] - Amazon is expected to generate significant cash flow, but most is being reinvested into data centers and GPUs, limiting buybacks or dividends [5] - Microsoft is experiencing slight margin pressure due to costs associated with Azure AI workloads, while Nvidia benefits as a primary supplier of hardware for these infrastructure projects [5] Corporate Earnings and News - Restaurant Brands International reported an 8% organic growth in adjusted operating income for full-year 2025 [6] - Apple is adjusting its supply chain in India to mitigate potential tariff impacts [7] - Tesla projects vehicle delivery growth of 47% to 59% for the 2026 fiscal year [7] - Baxter International shares are under pressure following an earnings miss and cautious forward guidance [7] - Advance Auto Parts reported steady performance in a challenging retail environment [7] Upcoming Market Events - U.S. markets will be closed on February 16th for President's Day, with focus shifting to the December Personal Consumption Expenditures (PCE) price index upon resumption of trading [8]

Market Overview - Stocks are higher due to cooler than expected inflation data, although there has been a recent sell-off [1][2] - The Nasdaq composite and S&P 500 are up, with real estate, healthcare, and utilities leading the gains as investors rotate away from tech [2] - Walmart reached an all-time high, while Visa, Nvidia, and Apple saw declines [3] Inflation and Economic Indicators - January's consumer price index (CPI) showed slower inflation, the lowest since May, with improvements in food and energy prices [6][7] - Services inflation remains high, indicating persistent inflationary pressures [7][22] - The unemployment rate dropped to 4.3%, with job growth concentrated in healthcare and social assistance sectors [9][10] Federal Reserve Outlook - Chicago Fed President Austin Goulby emphasizes the need for more progress on inflation before considering further rate cuts [28][29] - Core inflation is projected to remain around 3%, which is above the Fed's target [30][31] - The Fed is cautious about making premature rate cuts, focusing on actual inflation and employment data [21][26] Sector Performance - Semiconductor and software stocks are showing mixed performance after a recent sell-off [4][5] - Defensive sectors like consumer staples and utilities are gaining traction as investors seek stability amid market volatility [57] - AI disruption fears are impacting various industries, including transportation and real estate, as companies adapt to new technologies [51][52] Company Highlights - Rivian reported better-than-expected Q4 results, achieving its first annual gross profit and strong guidance for future vehicle deliveries [63][64] - Applied Materials, a major supplier of chipmaking equipment, has seen significant stock gains due to increased demand driven by AI investments [70][71] - American Superconductor is focusing on enhancing grid reliability and power quality to meet rising electricity demands [81][82]

Cryptocurrency Market - Bitcoin has experienced its fourth consecutive weekly loss, down more than 20% year-to-date and nearly 50% from its October 2025 peak of $126,000, resulting in over half a trillion dollars wiped out across the crypto markets this month [1][2] Precious Metals - Gold rebounded above $5,000 per ounce after dipping below that level, while silver also recovered some ground following a steep selloff, managing to close the week with a gain [2][3] Technology Sector - The technology sector, particularly software stocks, showed signs of recovery after a significant selloff, with the IGV index rallying over 2% [4] - Analysts have expressed concerns about the overblown nature of the tech selloff, particularly regarding AI implementation strategies and the associated risks [5][6] Upcoming Earnings Reports - Palo Alto Networks is expected to report strong earnings, with estimates of $0.93 EPS on approximately $2.58 billion in sales, supported by robust demand for AI security solutions [9][10] - Walmart is also set to report earnings, with analysts expecting about $0.73 EPS on roughly $188.4 billion in revenue, which would indicate a modest year-over-year increase [8][10] Economic Data and Market Outlook - A shortened trading week is anticipated, with limited top-tier economic data releases, including updates on the housing market and import prices, as well as the FOMC minutes [12][14] - Market participants are closely watching for potential Supreme Court decisions on tariffs and the implications of the Chinese New Year on trading volumes [13][14]

Palantir logo over blue trading screen with candlestick charts and red down arrow, signaling stock volatility. Key Points Palantir has penetrated just 2% to 3% of its expanding addressable market, leaving significant runway for sustained double-digit growth. High gross margins and operating leverage position the company to convert incremental revenue into outsized profit as adoption scales. Despite bearish commentary and recent stock volatility, analyst price targets and AI-driven demand trends support ...

Group 1 - IBM plans to triple entry-level hiring in the United States by 2026, despite the impact of artificial intelligence on traditional roles for new graduates [1][2] - The hiring expansion will affect various departments, although specific hiring figures were not disclosed [2] - The company has redefined entry-level job descriptions for roles such as software developers to align with the recruitment initiative [3] Group 2 - Junior software developers at IBM are now focusing less on routine coding tasks, which can be handled by AI, and more on direct customer interactions [4] - Entry-level staff in human resources are increasingly responsible for managing situations where HR chatbots fail, indicating a shift in job responsibilities [8] - Concerns exist regarding the potential reduction of entry-level jobs due to AI, with some executives warning that many such positions could vanish by 2030 [8] Group 3 - IBM's HR chief noted that reducing early-career recruitment could lead to a future shortage of mid-level managers, increasing reliance on external hiring [9] - Dropbox is also expanding its internship and new graduate programs by 25%, highlighting a trend where companies are redesigning entry-level roles to incorporate AI oversight and customer engagement [10] - There is an ongoing debate about corporate layoffs attributed to AI, with some analysts cautioning against "AI washing," where companies use AI as a rationale for workforce reductions [11][12]

Market Overview - Overseas stock markets closed lower on Friday, with the Euro Stoxx 50 down by -0.43%, China's Shanghai Composite down -1.26%, and Japan's Nikkei Stock 225 down -1.21% [1] - The S&P 500 Index closed up +0.05%, the Dow Jones Industrial Average up +0.10%, and the Nasdaq 100 Index up +0.18% [7] Earnings Reports - More than two-thirds of S&P 500 companies have reported Q4 earnings, with 76% beating expectations. S&P earnings growth is expected to rise by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [2] - Rivian Automotive reported Q4 revenue of $1.29 billion, exceeding the consensus of $1.26 billion, and forecasted full-year vehicle deliveries of 62,000 to 67,000 [13] - Applied Materials reported Q1 adjusted EPS of $2.38, better than the consensus of $2.21, and forecasted Q2 adjusted EPS of $2.44 to $2.84 [14] - Airbnb reported Q4 gross booking value of $20.4 billion, surpassing the consensus of $19.46 billion, and forecasted Q1 revenue of $2.59 billion to $2.63 billion [16] Sector Performance - Software stocks rallied, with Crowdstrike Holdings up more than +4% and ServiceNow up more than +3%, contributing to the overall market support [10] - Metal companies retreated due to reports of the Trump administration working to narrow tariffs on steel and aluminum products, with Century Aluminum down more than -7% [12] - Cryptocurrency-exposed stocks rose, led by Coinbase Global, which closed up more than +16% after Bitcoin rallied more than +4% [11] Economic Indicators - US January CPI rose +2.4% year-over-year, weaker than the expected +2.5%, marking the smallest increase in 7 months [3] - Falling bond yields were bullish for stocks, with the 10-year T-note yield falling to a 2.25-month low of 4.05% [6]

If recent market action feels confusing, it should. Over the past several weeks, many of the market’s former leaders have been sharply repriced, in a trend that has been evolving for months. Mega-cap technology companies such as Microsoft ((MSFT) and Amazon ((AMZN), along with higher-beta growth names including Robinhood Markets ((HOOD), AppLovin ((APP), and Palantir Technologies ((PLTR) among many others, have fallen dramatically, in some cases as much as 50% from their 2025 highs. Yet despite the severity ...

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Commvault Systems, Inc. for possible violations of federal securities laws and unlawful business practices affecting stockholders [1]. Investigation Details - The investigation focuses on whether Commvault has engaged in unlawful business practices that may have led to financial losses for investors [2]. Financial Performance - On January 27, 2026, Commvault reported a 40% growth in SaaS ARR, totaling $364 million, but this represents a significant deceleration from the 56% growth reported in the previous quarter [6]. - Following the financial results announcement, Commvault's stock price fell by $40.23 per share, approximately 31.1%, from $129.36 on January 26, 2026, to $89.13 on January 27, 2026 [6].