In a watershed moment for the digital infrastructure sector, Equinix, Inc. (NASDAQ: EQIX) has set a new benchmark for the industry, forecasting a record $10 billion revenue outlook for 2026. The announcement, delivered during the company's early February earnings call, sent shares surging over 10% as investors pivoted their focus
In a historic moment for the global healthcare industry, Eli Lilly and Company (NYSE:LLY) has officially cemented its position as the world’s first pharmaceutical company to surpass a $1 trillion market capitalization. This monumental achievement, finalized in early February 2026, marks a paradigm shift in how investors value
Apple rebounded after a high-profile analyst reiterated confidence in its AI outlook, but attention now shifts to Siri upgrades and the March product event as investors look for clearer proof of AI-driven growth.
Alphabet Inc. (NASDAQ: GOOGL) has officially entered uncharted territory, reporting a fiscal year 2025 that saw the tech giant surpass $400 billion in annual revenue for the first time in its history. This milestone was propelled by a staggering 48% year-over-year surge in Google Cloud revenue during the fourth quarter,
The "AI honeymoon" for Big Tech appears to have reached a turbulent conclusion as of February 17, 2026. Microsoft (NASDAQ: MSFT) has seen its stock price undergo a sharp 14% correction over the last three weeks, a direct response to the company’s Q2 FY26 earnings report released on January
The opening weeks of 2026 have witnessed a tectonic shift in global capital markets, marking what analysts are calling the "Great Sector Rotation." After three years of relentless dominance by artificial intelligence and cloud computing giants, the tide has abruptly turned. Investors are staging a massive exodus from high-multiple Software-as-a-Service
The financial world is grappling with a paradigm shift following President Donald Trump’s nomination of Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve. The announcement, which occurred on January 30, 2026, sent immediate tremors through global debt markets, an event now colloquially known as the
The U.S. financial markets shifted into high gear this week following a pivotal inflation report that suggests the Federal Reserve’s long-standing battle against rising prices may finally be entering its final chapter. The Bureau of Labor Statistics revealed on February 13, 2026, that the Consumer Price Index (CPI)
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 4% in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off.
A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.
Stock photography and footage provider Shutterstock (NYSE:SSTK) fell short of the market’s revenue expectations in Q4 CY2025, with sales falling 12% year on year to $220.2 million. Its non-GAAP profit of $0.67 per share was 40.4% below analysts’ consensus estimates.
Shares of professional staffing firm Kforce (NYSE:KFRC) fell 3.5% in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off.
A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.
Shares of AI lending platform Upstart (NASDAQ:UPST) jumped 3.7% in the afternoon session after Compass Point upgraded the stock to Neutral from Sell and raised its price target.
Shares of cruise company Norwegian Cruise Line (NYSE:NCLH)
jumped 12.3% in the afternoon session after activist investor Elliott Management built a stake of more than 10% in the cruise operator and planned to push for changes at the company.
Shares of construction materials company Vulcan Materials (NYSE:VMC)
fell 5.5% in the afternoon session after the company reported weak fourth-quarter 2025 earnings and issued a disappointing financial outlook for 2026.
Shares of document technology company Xerox (NASDAQ:XRX) jumped 3.7% in the afternoon session after the company announced it had raised $450 million for a new joint venture with global alternative asset management firm TPG and revealed a new global sales structure.
