Morgan Stanley thinks that Mr. Market just made a mistake. Strategist Katie Huberty, speaking with Bloomberg, laid out the case that the recent stock market sell-off hasn’t been selective. In fact, she argues that it has been "indiscriminate," where investors continue dumping stocks linked with the AI trade without separating the wheat from the chaff. Huberty’s broader point is that we’re still in the early innings of what could become a whopping $10 trillion capital-spending cycle, driven by major prod ...

Wall Street analysts expect C3.ai, Inc. (AI) to post quarterly loss of -$0.29 per share in its upcoming report, which indicates a year-over-year decline of 141.7%. Revenues are expected to be $75.82 million, down 23.2% from the year-ago quarter.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Before a company reveals its ear ...

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. US equities experienced solid returns in 2025, with double-digit gains across all major indices. A copy of the letter can be downloaded here. In 2025, the Conestoga Micro Cap Composite met its purpose of preserving capital during negative market returns and capturing upside during strong market returns. Micro Caps faced significant volatility in 2025. During the course of events, Conestoga Micro Cap Co ...

According to Reuters, the firm is also permanently halting redemptions in one of its funds while shifting toward structured capital distributions, underscoring the pressure facing private credit managers as investors reassess liquidity and valuation risks.Pressure builds in private markets, spills into equitiesThe announcement unsettled investors and contributed to a broader selloff among alternative asset managers, highlighting how developments in private markets can quickly transmit to publicly traded Th ...

Dropbox (NasdaqGS:DBX) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsDrew Houston - CEO and Co-FounderMatt Bullock - Equity Research AssociatePeter Stabler - Head of Investor RelationsRishi Jaluria - Managing Director of Software Equity ResearchRoss Tennenbaum - CFOConference Call ParticipantsGeorge Kurosawa - Equity Research AnalystJaiden Patel - Equity Research AnalystOperatorThank you for standing by, and welcome to the Dropbox fourth quarter 2025 earnings conference call. At th ...

RingCentral (NYSE:RNG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAndrew King - Senior Research AssociateBrian Peterson - Managing DirectorKira Makagon - President and COOSiti Panigrahi - Managing DirectorSteven Horwitz - VP of Investor RelationsVaibhav Agarwal - CFOVlad Shmunis - Founder, Chairman, and CEOConference Call ParticipantsJamie Mansell - Equity Research AnalystNone - AnalystOperatorGood afternoon, and welcome to the RingCentral Fourth Quarter 2025 Earnings Conference ...

RingCentral (NYSE:RNG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Speaker6Good afternoon, and welcome to the RingCentral Fourth Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press Star, then one on your telephone keypad. To withdraw your question, pleas ...

Core Insights - Earnings reports from DoorDash, Figma, and Moody's indicate that concerns regarding AI disruption may be exaggerated [1] Group 1: Company Performance - DoorDash reported strong earnings, suggesting resilience in its business model despite AI-related fears [1] - Figma's performance highlights continued demand for design tools, indicating that AI is not significantly undermining its market position [1] - Moody's results reflect stability in the financial services sector, further supporting the notion that AI disruption is not as severe as anticipated [1] Group 2: Industry Implications - The overall performance of these companies suggests that the impact of AI on various industries may be more nuanced than previously thought [1] - The resilience shown by these firms could indicate a potential for growth and adaptation in the face of technological advancements [1] - The findings challenge the narrative that AI will lead to widespread disruption across all sectors, suggesting a more balanced view of technology's role in business [1]

N-Able (NYSE:NABL) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAdam Holets - Equity Research AssociateGriffin Gyr - Senior Manager of Investor RelationsJohn Pagliuca - President and CEOMatt Hedberg - Head of Global TIMT Research and Director of Equity ResearchTim O'Brien - EVP and CFOConference Call ParticipantsJoe Vruwink - Research AnalystMike Cikos - Senior AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the N-able fourth quarter 2025 earnings cal ...

Core Insights - Medical Care Technologies Inc. has provided a strategic update on its first AI-based mobile application, Snapshot Recipes, which has been approved by the Apple iOS App Store and is currently in testing mode [1] Group 1 - The application, Snapshot Recipes, is designed to leverage artificial intelligence [1] - The approval from the Apple iOS App Store marks a significant milestone for the company [1] - The application is currently live in testing mode, indicating progress towards full deployment [1]