AI Software

Business

Arm Holdings Aims for Ninth Straight Earnings Surprise Amid AI Pivot and Valuation Scrutiny

Chip designer Arm Holdings reports its fiscal third-quarter results after the bell Tuesday, with investors watching to see if it can extend its post-IPO streak of earnings beats. While Wall Street anticipates solid growth, the stock's steep decline over the past year underscores persistent concerns over its premium valuation and the tangible payoff from its high-profile AI partnerships.

Feb 4, 2026

Business

IBM Shares Dip Below Key Technical Level as Anthropic's New AI Tools Spark Growth Concerns

IBM stock faces pressure after Anthropic's new Claude plugins encroach on core enterprise services. Despite the sell-off, analysts and prominent investors like Jim Cramer see long-term value, citing the company's AI strategy and financial forecasts.

Feb 4, 2026

Business

Pegasystems Stock Plunges 29%: Is the Software Leader Now a Deep Value Play?

Shares of business software provider Pegasystems have tumbled nearly 30% year-to-date, sparking debate among investors. While recent volatility has rattled the market, a closer look at cash flow and earnings models suggests the sell-off may have created a significant valuation gap.

Feb 4, 2026

Business

Cognizant Surpasses $20 Billion Revenue, Credits AI 'Builder' Strategy for Accelerated Growth

Cognizant Technology Solutions reported strong Q4 and full-year 2025 results, with revenue exceeding $20 billion and adjusted operating margin beating guidance. CEO Ravi Kumar attributed the performance to the company's pivot to an 'AI builder' model, which is helping clients bridge the gap between AI investment and tangible business value.

Feb 4, 2026

Business

Soaring Costs: The Stealthy Budget Drain of Keeping Advanced Fighter Jets Airborne

A new industry report warns that sustaining cutting-edge combat aircraft like the F-35 is becoming prohibitively expensive, with costs set to climb for years. The shift towards drones offers a partial, but complex, financial reprieve.

Feb 4, 2026

Business

Cognizant Posts Steady Growth, Bets Big on "Agentic AI" to Bridge Business Value Gap

Cognizant Technology Solutions reported solid fourth-quarter results, highlighting growth in large deals and profitability. The IT services giant is pivoting its strategy to scale what it calls "agentic AI," aiming to close the gap between massive AI investments and tangible enterprise returns.

Feb 4, 2026

World

Talks Resume Amid Escalation: Ukraine Peace Negotiations Open in Abu Dhabi as Russian Strikes Intensify

As U.S., Russian, and Ukrainian officials reconvene for a second round of technical talks, a massive overnight bombardment of Ukrainian energy infrastructure casts a long shadow over the prospects for diplomacy, deepening skepticism on the ground.

Feb 4, 2026

Business

Microsoft's January Slump: Strong Earnings Overshadowed by AI Capex and OpenAI Concerns

Despite posting robust quarterly results and unveiling its proprietary AI chip, Microsoft shares tumbled 11% in January as investor focus shifted to soaring capital expenditures and lingering questions about its key partner, OpenAI.

Feb 4, 2026

Business

Datadog's AI Ambitions Face Test as OpenAI Weighs Platform Shift

As Datadog prepares to report earnings, analysts are scrutinizing a dual narrative: the company's growing prominence in AI-driven IT operations against a potential strategic shift by key client OpenAI. The outcome could influence both near-term growth and long-term valuation.

Feb 4, 2026

Business

Cisco Doubles Down on AI Networking, Anchors European Expansion with Major Renewable Energy Deal in Poland

At its recent AI Summit, Cisco Systems unveiled a multi-pronged strategy to cement its role in enterprise AI infrastructure, deepening its alliance with Nvidia and launching a new partner program. In a significant move for its European operations, the company also secured a 15-year renewable energy agreement to power its Polish data centers, directly linking its AI growth to sustainable power sourcing.

Feb 4, 2026

Business

Figma Bets Big on AI with 'Weave' Integration, But Wall Street Remains Skeptical

Figma (NYSE: FIG) is deepening its AI ambitions by fully absorbing acquired startup Weavy into a new core unit, Figma Weave. This strategic pivot aims to reinvent its design platform as AI becomes ubiquitous, yet the company's shares continue to trade below analyst expectations, highlighting investor caution.

Feb 4, 2026

Business

Salesforce Secures Major Defense, Public Safety AI Deals, Signaling Strategic Shift

Salesforce's landmark $5.6 billion U.S. Army contract and its role in a new wildfire prevention consortium highlight the company's deepening integration into long-term government and critical infrastructure projects, moving its AI platforms beyond commercial CRM.

Feb 4, 2026

Business

UiPath Shares Tumble 23% in January as AI Anxiety Rattles Automation Sector

UiPath's stock faced a sharp sell-off last month, reflecting broader investor concerns that emerging AI agents could disrupt the robotic process automation (RPA) market it leads.

Feb 4, 2026

Business

Mastercard Doubles Down on AI Commerce, Unveils 'Agent Suite' for Merchants

Mastercard is set to roll out a suite of agentic AI tools to its merchant network by late June, accelerating the race to automate and personalize digital commerce amid growing industry investment and security debates.

Feb 4, 2026

Business

The AI Shopping Agent Revolution: How Autonomous Buyers Are Forcing Amazon and eBay to Rethink Their Future

As AI agents evolve from research assistants to fully autonomous shoppers, e-commerce giants face an existential challenge: adapt their platforms or risk becoming mere backend fulfillment for a new generation of AI-driven marketplaces.

Feb 4, 2026

Business

Microsoft Earnings: Strong Results Clouded by AI Spending and Capacity Concerns

Microsoft's latest quarterly earnings showcased robust revenue growth and profitability, yet a cautious outlook and heavy AI infrastructure investments have sparked a significant stock sell-off, raising questions about future margins and execution.

Feb 4, 2026

Business

Palantir's Soaring Valuation Faces Scrutiny as Hedge Fund Flags AI Stock Concerns

Legacy Ridge Capital Management's latest investor letter reveals a cautious stance on Palantir Technologies despite its record revenue, highlighting valuation concerns and pointing investors toward alternative AI opportunities with potentially better risk-reward profiles.

Feb 4, 2026

Business

TRM Labs Reaches $1B Valuation in $70M Funding Round Led by Blockchain Capital, Goldman Sachs Joins

Blockchain analytics firm TRM Labs achieves unicorn status after a $70 million Series C funding round with participation from Goldman Sachs and Citi Ventures, as demand for cryptocurrency transaction tracing surges among law enforcement and financial institutions.

Feb 4, 2026

Business

Broadcom Stock Gets Bullish Boost: Wolfe Research Raises Target to $400 on AI and Google TPU Strength

Wolfe Research upgrades Broadcom to 'Outperform,' citing its pivotal role in Google's expanding TPU program and broader AI infrastructure demand, setting a $400 price target despite recent market volatility.

Feb 4, 2026

Business

Palantir's AI Ambitions Fuel $200 Price Target Debate Amid Lofty Valuation Concerns

Palantir Technologies' blowout Q4 2025 earnings have reignited bullish sentiment, pushing shares higher even amid a tech selloff. While CEO Alex Karp's aggressive growth forecast for 2026 captivates the market, analysts question whether the stock's stratospheric valuation can be sustained.

Feb 4, 2026