The sell-off at Zoom (NASDAQ: ZM) is not an isolated event; it is the latest tremor in a broader structural realignment known as the "SaaSpocalypse." As of February 27, 2026, over $2 trillion in market capitalization has been wiped from the software-as-a-service (SaaS) sector since the start of the year.
In a move that has sent shockwaves through global markets, Nvidia (NASDAQ: NVDA) saw its market capitalization crater by approximately $260 billion on February 26, 2026, marking the sharpest single-day decline for the AI juggernaut in nearly two years. The 5.6% plunge occurred just 24 hours after the company
Date: February 27, 2026 Introduction In the high-stakes arena of enterprise software, few names evoke as much fervor as Palantir Technologies (NYSE: PLTR). Today, the company stands at a pivotal juncture, solidified by a landmark initiation of coverage from Rosenblatt Securities. Analyst John McPeake’s "Buy" rating and a staggering $150 price target have sent ripples [...]
The promises of the "AI Revolution" have always been grand, but for C3.ai (NYSE: AI), the reality of early 2026 has proven to be a sobering wake-up call. Once the poster child for enterprise-grade artificial intelligence, the Redwood City-based firm is currently navigating the most turbulent chapter in its 17-year history. Following the release of [...]
Anthropic is pushing back against government demands for broad military access to its AI systems, a stance that could steer some federal AI business towards rivals such as Palantir.
As of February 26, 2026, the financial markets are witnessing one of the most aggressive sector rotations in recent memory. For over two years, the artificial intelligence trade was synonymous with silicon—a relentless bull run for the companies manufacturing the chips and building the data centers. But in the
Axon Enterprise (NASDAQ:AXON) has solidified its position as the undisputed leader of the public safety technology sector, reporting a massive 39% year-over-year revenue beat for the fourth quarter of 2025. The company announced on February 24, 2026, that quarterly revenue reached $797 million, significantly outpacing Wall Street’s consensus
Shares of Palantir Technologies (NYSE: PLTR) climbed 4.2% on Thursday, February 26, 2026, as the Denver-based software giant continues to cement its dominance in the rapidly maturing enterprise artificial intelligence sector. The stock's momentum is being driven by the accelerated scaling of its Artificial Intelligence Platform (AIP), which has
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just hype? Explore the bull vs. bear case.
In a move that has sent ripples of relief through the technology sector, Anthropic, the San Francisco-based AI powerhouse, has successfully recalibrated the market’s perception of artificial intelligence from a disruptive threat to a collaborative tool. After weeks of intense volatility that saw billions of dollars in market capitalization
