The era of software supremacy is facing its most significant challenge yet as the "Great Rotation" of 2026 sweeps through Wall Street. In a dramatic shift that analysts have dubbed "Software-mageddon," investors are aggressively rotating out of high-flying AI software names and into the "real economy"—a sector-wide migration toward
Zoom Video Communications (NASDAQ: ZM) released its fourth-quarter and full-year fiscal 2026 earnings today, February 25, 2026, marking a pivotal moment in the company’s post-pandemic evolution. Far from the simple video-conferencing tool that became a household name in 2020, the latest results showcase a company that has successfully rebranded
The enterprise cloud sector faced a reckoning on February 25, 2026, as Workday, Inc. (NASDAQ: WDAY) saw its shares crater by 10%, hitting a 52-week low of approximately $117.00. The sell-off followed the company’s fiscal 2026 fourth-quarter earnings report, which, despite beating top and bottom-line estimates, provided a
SAN FRANCISCO – In a high-stakes demonstration of the next evolution in corporate technology, Salesforce (NYSE: CRM) reported its fourth-quarter and full-year fiscal 2026 earnings today, February 25, 2026. The results underscore a definitive shift in the software landscape, as the era of "Generative AI" chatbots gives way to "Agentic AI"
NEW YORK — In a historic realignment of global capital, investors have flooded into precious metals exchange-traded funds (ETFs) at a scale not seen in decades. As of February 25, 2026, the migration of liquidity from high-growth technology and consumer discretionary sectors into hard assets has reached a fever pitch, driven
The global financial landscape was thrust into a state of high-octane volatility this week as President Trump announced a transition to a 15% blanket global tariff, effectively circumventing a landmark Supreme Court ruling that had briefly threatened his "America First" trade agenda. The move, characterized by the administration as a
Shares of CRM software giant Salesforce (NYSE:CRM) jumped 3.9% in the afternoon session after solid economic data, including a beat on consumer confidence boosted sentiment.
CAMBRIDGE, MA — The honeymoon period for artificial intelligence in the enterprise software sector came to a crashing halt this week. Akamai Technologies (NASDAQ: AKAM), once the steady backbone of the global internet, saw its market value crater by 14% following a fourth-quarter earnings report that fundamentally shifted the narrative from
SAN FRANCISCO — February 24, 2026 — The software sector is reeling from a historic collapse as a "Black February" sell-off has officially wiped out more than $1 trillion in market capitalization from the industry in 2026 alone. What began as a simmering anxiety over AI displacement has boiled over into a
The financial landscape of early 2026 has been defined by a monumental "Great Rotation," as investors aggressively pull capital from the once-invincible mega-cap tech sector and reallocate it into the "real economy." After a year in which Artificial Intelligence (AI) hype reached its zenith, the market has pivoted toward sectors
NEW YORK — The era of relative market calm has come to an abrupt end. On February 24, 2026, the CBOE Volatility Index (CBOE: VIX), often referred to as the market’s “fear gauge,” surged to levels not seen since the turbulent “November 2025 Jitters.” Trading between 21.01 and 21.
NEW YORK — In a dramatic reversal of the prevailing market sentiment that has battered the technology sector for weeks, shares of Thomson Reuters (NYSE: TRI) soared nearly 14% on Tuesday, February 24, 2026. The rally, which added billions to the company’s market capitalization, was ignited by a dual announcement:
As of February 24, 2026, investors are aggressively rotating out of the high-flying technology sector and into the perceived safety of Consumer Staples and Health Care. While the tech-heavy Nasdaq-100 has faced its most significant "de-risking" event in years, traditional defensive sectors have seen a resurgence, with Staples jumping as
The enterprise software market, which just weeks ago was reeling from fears of an "AI-driven extinction event," staged a dramatic recovery today as the narrative surrounding generative artificial intelligence shifted from replacement to augmentation. A series of landmark partnership announcements between AI powerhouse Anthropic and industry stalwarts Salesforce (NYSE: CRM)
In a dramatic reassessment of the technology landscape, shares of private equity titans Blackstone (NYSE: BX) and KKR & Co. Inc. (NYSE: KKR) plummeted yesterday, February 23, 2026, as investors fled firms with heavy exposure to the software sector. Blackstone shares fell 6.2% to close at approximately $113.71, while
The long-feared structural repricing of the American software industry has reached a fever pitch this February, as a massive sell-off in US software stocks—popularly dubbed 'Software-mageddon'—wiped out over $1 trillion in market value from the S&P 500 Software and Services index. What began as a series of
The B2B software sector, long the darling of Wall Street for its predictable, recurring revenue, has entered a period of existential volatility. In a staggering opening to the year, the broader software universe plummeted by more than 10% in January 2026, marking one of the most violent rotations in the
