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Hackett Group HCKT Earnings Call Transcript

Hackett Group HCKT Earnings Call Transcript ↗

February 17, 2026

Palo Alto Networks Q2 2026 Earnings Preview: Can 'Platformization' and $28B in Acquisitions Defend the AI Frontier?

Topics Earnings

February 17, 2026

As the sun rises on the first full trading day after the 2026 Presidents' Day long weekend, all eyes on Wall Street are fixed on Palo Alto Networks (NASDAQ:PANW). Scheduled to report its fiscal...

The second week of February 2026 will be remembered in financial history as "Software-mageddon," a period of unprecedented volatility that saw the S&P 500 Software Index plummet by 13% in just five...

Topics Artificial Intelligence Earnings Economy

Software-mageddon: The $800 Billion Tech Selloff and the Death of the SaaS Model

February 16, 2026

Promethos Capital Liquidates $4 Million Sprouts Farmers Market Position: Should Investors Sell, Too? ↗

Topics Artificial Intelligence Stocks

February 16, 2026

Sprouts Farmers Market runs a national grocery chain focused on fresh, natural, and organic foods for health-conscious shoppers.

S&P 500 Shatters 7,000 Milestone: AI Industrialization and Policy Tailwinds Fuel Historic Market Momentum

Topics Regulatory Compliance

February 16, 2026

The financial world reached a staggering new frontier this month as the S&P 500 surged past the 7,000-point milestone for the first time in history. On February 16, 2026, the market remains in a state...

Microsoft, Google, Amazon, Anthropic Spearhead Global Tech Alliance To Boost Digital Trust ↗

Topics Artificial Intelligence Economy Stocks

February 13, 2026

The ‘Trusted Tech Alliance’ will aim to adhere to commitments of transparency, security and data protection to build trust in technology among people across the globe.

Via Stocktwits

Topics Artificial Intelligence Government

BlackLine (BL) Q4 2025 Earnings Call Transcript ↗

February 10, 2026

BlackLine (BL) Q4 2025 Earnings Call Transcript

Astera Labs ALAB Q4 2025 Earnings Call Transcript

Topics Earnings

Astera Labs ALAB Q4 2025 Earnings Call Transcript ↗

February 10, 2026

SAP SE (NYSE:SAP) shares are up on Tuesday as the company is expanding its partnership with Cohere to launch sovereign AI solutions globally, starting in Canada.

Topics Artificial Intelligence Earnings

SAP, Cohere Break Ground On Sovereign AI Solutions Worldwide ↗

February 10, 2026

Via Benzinga

Topics Artificial Intelligence

Stock Market Today, Feb. 9: Oracle Rallies as AI Spending Reframes Its Cloud Growth Story ↗

February 09, 2026

Oracle moved higher as AI-related cloud spending strengthened confidence in its long-term expansion plans.

The enterprise software landscape was sent into a tailspin on Monday as Workday (NASDAQ: WDAY) announced a dramatic leadership overhaul, seeing co-founder Aneel Bhusri return to the helm as Chief...

Topics Artificial Intelligence Initial Public Offering Stocks

Workday Shares Plunge After Founder Aneel Bhusri Returns as CEO Amid Layoffs

February 09, 2026

Date: February 9, 2026 Introduction In the rapidly shifting landscape of enterprise technology, few companies have faced as profound a Crossroads as UiPath (NYSE: PATH). Once the undisputed king of...

Topics Artificial Intelligence Earnings Workforce

The Agentic Pivot: A Deep Dive into UiPath’s (PATH) AI Renaissance

February 09, 2026

Via Finterra

Topics Artificial Intelligence

The Artificial Intelligence (AI) Dark Horse That Wall Street Is Watching ↗

February 07, 2026

UiPath has flown under the media's radar despite some heavy Wall Street investment late last year, is it worth a look?

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.9% in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic...

Topics Artificial Intelligence World Trade

Why Oracle (ORCL) Shares Are Plunging Today

February 05, 2026

The Semantic Shift: OpenAI Launches ‘Frontier’ Orchestration Layer to Replace the Corporate Middleware

Topics Artificial Intelligence

February 05, 2026

SAN FRANCISCO — February 5, 2026 — In a move that industry analysts are calling the "extinction event" for traditional enterprise software, OpenAI has officially launched OpenAI Frontier. Positioned as...

Via TokenRing AI

Topics Artificial Intelligence Economy

The Great Sector Rotation of 2026: Why Capital is Fleeing AI Tech for the 'Old Economy'

February 05, 2026

The U.S. stock market is currently witnessing a tectonic shift in capital allocation as the "AI hype cycle" of the early 2020s gives way to the "Physical Reality" of 2026. In the first five weeks of...

The global dairy industry is experiencing its most significant bullish shock in years, punctuated by a massive 6.7% leap in the Global Dairy Trade (GDT) price index during the February 3, 2026,...

Topics Artificial Intelligence Economy Electric Vehicles

Global Dairy Market Surges as GDT Auction Records 6.7% Jump, Fueling 2026 Commodity Rally

February 05, 2026

The Buffett indicator can protect investors from overpaying for stocks when valuations run far ahead of the underlying fundamentals.

Topics Economy

Wall Street Is Flashing a Warning Signal That's Only Appeared 4 Times in 60 Years ↗

February 05, 2026

After falling 26% in three months, Microsoft looks oversold.

Topics Artificial Intelligence Economy

Microsoft Is Still Getting Drubbed in the Software Sell-Off, But It Has a Cheat Code ↗

February 04, 2026

Weakness in the software sector punished Figma.

Topics Artificial Intelligence ETFs

Why Figma Stock Lost 31% in January ↗

February 03, 2026

Commvault, Bentley Systems, Alarm.com, Fastly, and Akamai Technologies Stocks Trade Down, What You Need To Know

Topics Artificial Intelligence Initial Public Offering

February 03, 2026

A number of stocks fell in the afternoon session after fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off. The market witnessed a "basket-style...

RingCentral, Tenable, Veeva Systems, Flywire, and GitLab Shares Are Falling, What You Need To Know

Topics Artificial Intelligence Stocks

February 03, 2026

A number of stocks fell in the afternoon session after fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off.

Shares of business intelligence platform Domo (NASDAQ:DOMO) fell 6.4% in the afternoon session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of...

Topics Artificial Intelligence

Why Domo (DOMO) Stock Is Nosediving

February 03, 2026

nCino, Dynatrace, Sprout Social, Amplitude, and Agilysys Stocks Trade Down, What You Need To Know

Topics Artificial Intelligence Stocks

February 03, 2026

A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence. This led to...

The End of the Chatbot Era: Microsoft Unleashes Autonomous Copilot Agents as ‘Digital Coworkers’

Topics Artificial Intelligence Stocks

February 02, 2026

As of early 2026, the artificial intelligence landscape has undergone a seismic shift, moving away from the era of conversational chatbots toward the age of "Agentic AI." Leading this charge is...

Via TokenRing AI

Topics Artificial Intelligence Economy Supply Chain

ServiceNow Buckles Under Valuation Weights Despite AI Dominance: A New Era of Software Normalization

February 02, 2026

As the enterprise software sector grapples with a structural "normalization" in early 2026, ServiceNow (NYSE: NOW) has emerged as both a beacon of technical strength and a victim of its own high...

The AI Bubble Narrative Just Got Flipped On Its Head. Here's What Investors Need To Know. ↗

Topics Artificial Intelligence

January 31, 2026

According to the latest movement, AI could be more disruptive than we thought.

SaaS stocks have plunged on AI fears.

Topics Artificial Intelligence ETFs Earnings

Software Stocks Are Getting Socked. Is It a Red Flag Or a Buying Opportunity? ↗

January 31, 2026

In a jarring disconnect between fiscal performance and market sentiment, ServiceNow (NYSE: NOW) saw its shares crater by nearly 10% on January 29, 2026, despite delivering a Fourth Quarter 2025 report...

Topics Artificial Intelligence ETFs

AI Paradox: ServiceNow Plummets 9% as Investors Demand Proof Beyond Earnings Beats

January 30, 2026