A number of stocks fell in the afternoon session after the White House announced plans to raise global tariffs to 15%. The major stock indexes, including the S&P 500 and Nasdaq, also sank amid the uncertainty. The downturn came after President Trump announced the tariff increase in a post on Truth Social, stating the new rate would be effective immediately on countries that had been, in his words, "'ripping' the U.S. off for decades." The move sparked concern among trade partners, with Europe warning that such tariffs could put U.S. trade deals at risk. The market-wide slide reflected investor worries about the potential impact of these new global trade policies
Additionally, investor concerns about disruption in the software industry from advancements in artificial intelligence (AI) continued to cause a sector-wide sell-off.
The market started the week with a more cautious tone, reflecting this unease. The current wave of AI development was seen as having similar traits to previous tech cycles, marked by genuine innovation but also by exuberant expectations and sharp market reactions to new developments.
Markets enter a critical week dominated by Wednesday's Nvidia earnings and escalating geopolitical tensions as rising U.S.-Iran hostilities push oil prices higher.
The mid-February 2026 market session has been defined by a sharp "structural reset" in the technology sector following the release of Anthropic’s latest flagship AI model, Claude Opus 4.6. This launch, coupled with the debut of the more efficient Claude Sonnet 4.6, has sent shockwaves through the
On February 17, 2026—just days after the launch of its flagship Claude Opus 4.6—Anthropic released Claude Sonnet 4.6, heralding it as the "most capable Sonnet model yet." This mid-tier powerhouse is now the default for Free and Pro users on claude.ai, Claude Cowork, and via APIs on platforms like Amazon Bedrock and Google Vertex AI. [...]
A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off.
As the financial world braces for the release of the January Federal Open Market Committee (FOMC) meeting minutes tomorrow, February 18, 2026, investors are meticulously scanning the horizon for any signals regarding the future path of U.S. monetary policy. With the federal funds rate currently held at a target
The software sector is currently weathering its most severe valuation crisis in over a decade, as a sudden and aggressive sell-off has wiped out billions in market capitalization. This downturn, triggered by a combination of disappointing corporate IT budget outlooks and a massive capital rotation toward artificial intelligence infrastructure, reached
As of February 10, 2026, Palantir Technologies (NYSE: PLTR) has transitioned from a controversial, niche "black box" of the intelligence community to one of the most influential forces in the global enterprise software and Artificial Intelligence (AI) sectors. Long regarded with skepticism by Wall Street for its unconventional leadership and heavy reliance on government contracts, [...]
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around.
Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
Shares of cloud data platform provider Snowflake (NYSE:SNOW) jumped 4.5% in the afternoon session after analysts suggested that the recent "SaaSpocalypse" sell-off had pushed valuations into deeply oversold territory, sparking a wave of opportunistic buying.
The enterprise software sector is currently weathering its most severe valuation crisis in over two decades, as investors aggressively reappraise the future of software-as-a-service (SaaS) in an era dominated by autonomous AI. As of February 6, 2026, the industry’s average forward price-to-earnings (P/E) ratio has plummeted to roughly
In a move that signals a fundamental shift in the enterprise artificial intelligence landscape, Snowflake (NYSE: SNOW) and OpenAI have announced a massive $200 million multi-year strategic partnership. Announced on February 2, 2026, the collaboration aims to bring OpenAI’s most advanced models directly into the Snowflake AI Data Cloud. This integration marks the end of [...]
The technology sector is currently enduring its most violent repricing since the 2022 interest rate shocks, as a wave of selling has sent the Nasdaq 100 (NASDAQ:QQQ) to levels not seen since mid-November 2025. This "February Rout," which has wiped nearly $1 trillion in market value off the board
