In a bold move that signals a potential bottom for one of the tech sector's most volatile titans, Oppenheimer has upgraded Oracle (NYSE: ORCL) to an "Outperform" rating, setting a price target of $185. The upgrade comes at a critical juncture on February 25, 2026, as the enterprise software giant
As the closing bell rang on February 25, 2026, all eyes in the financial world turned to the headquarters of Salesforce (NYSE: CRM). The cloud giant’s Fourth Quarter 2026 earnings report, released today, arrives at a moment of existential crisis for the software industry. Following a brutal start to
Oracle Corp (NYSE:ORCL) shares are trading higher on Wednesday after Oppenheimer upgraded the stock from Perform to Outperform with a $185 price target.
International Business Machines (NYSE: IBM) has solidified its position as the primary engine of the Dow Jones Industrial Average (NYSE: $DIA) following a blockbuster fourth-quarter earnings report that shattered Wall Street expectations. The technology giant reported a 12% year-over-year revenue increase to $19.7 billion, driven by an aggressive adoption
REDMOND, WA — February 25, 2026 — Microsoft Corp. (NASDAQ:MSFT) finds itself at a critical crossroads as investors recalibrate their expectations for the artificial intelligence revolution. Despite delivering record-breaking revenue in its most recent quarterly report, the tech giant’s stock has endured a bruising February, falling nearly 20% year-to-date. The
In a 2022 shareholder letter, then Berkshire Hathaway CEO Warren Buffett warned about manipulated earnings reports. Here's what to keep in mind as you digest this earnings season.
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"
In a move that has sent shockwaves through the global media landscape, Paramount Global (NASDAQ: PARA)—now operating under the aggressive leadership of the Paramount-Skydance merger—has launched a massive, hostile $31 per share all-cash bid to acquire Warner Bros. Discovery (NASDAQ: WBD). The $110.9 billion offer is a
Enterprise software company Workday (NASDAQ:WDAY) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.5% year on year to $2.53 billion. Its non-GAAP profit of $2.47 per share was 6.4% above analysts’ consensus estimates.
As the sun sets on February 24, 2026, the financial world is holding its collective breath for a single data point: the fourth-quarter fiscal 2026 earnings report from Nvidia (Nasdaq: NVDA). Tomorrow's announcement is not merely a financial update; it has become the definitive pulse check for the most expensive
The global financial landscape was jolted this week as US Treasury yields experienced a sharp retreat, with the benchmark 10-year yield falling to 4.03% on Tuesday, February 24, 2026. This sudden pivot reflects a massive "flight to quality" among investors grappling with the immediate implementation of a 15% global
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
