The Great AI Handover: Why 2026 is the Year the Market Dumped Chips for CodeAs 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
DocuSign, MongoDB, Workiva, Elastic, and PagerDuty Stocks Trade Up, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
SoundHound AI, Paychex, LiveRamp, Palo Alto Networks, and Q2 Holdings Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
ZoomInfo, SentinelOne, Toast, Doximity, and American Express Global Business Travel Shares Are Soaring, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Veeva Systems, Upstart, Paycom, Commvault, and Agilysys Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
PubMatic, Procore Technologies, Pegasystems, nCino, and Asure Software Shares Are Soaring, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Tenable, Intuit, Unity, Autodesk, and Qualys Stocks Trade Up, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Five9, Sprout Social, UiPath, BlackLine, and GitLab Stocks Trade Up, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Samsara, Nutanix, Workday, AppLovin, and Domo Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
RingCentral, Wix, Braze, Guidewire Software, and Bandwidth Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Amplitude, Freshworks, HubSpot, GoDaddy, and Paylocity Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Zoom Transformed: $1.25 Billion Q4 Revenue Solidifies Shift to 'AI-First' Work PlatformIn a definitive move that signals the end of its era as a simple video-conferencing tool, Zoom Video Communications (
NASDAQ: ZM) reported its fourth-quarter and full-year fiscal 2026 results yesterday, February 25, 2026. The company posted a quarterly revenue of $1.25 billion, a milestone that underscores its successful pivot
The 'SaaSpocalypse' Arrives: Anthropic’s Claude Cowork Redefines the Enterprise FrontierThe enterprise software landscape underwent a seismic shift this week as Anthropic unveiled "Claude Cowork," a revolutionary persistent workplace platform designed to transform AI from a conversational assistant into an autonomous digital colleague. By launching deep, native integrations with Google Drive, Gmail, and DocuSign (
NASDAQ: DOCU), alongside a suite of
Salesforce Shatters Records with $11.2B Q4 Revenue as 'Agentic Enterprise' Vision Gains Massive TractionSalesforce (
NYSE: CRM) has once again redefined the boundaries of the cloud software market, reporting record-breaking results for its fourth quarter of fiscal 2026. On February 26, 2026, the software giant announced quarterly revenue of $11.2 billion, underpinned by a massive $72.4 billion in total Remaining Performance Obligation
The Efficiency Trap: Workday’s Record Margins Mask a Cooling Enterprise Software MarketThe recent fourth-quarter fiscal 2026 financial results from Workday, Inc. (
NASDAQ: WDAY) have sent a complex signal to the technology sector, serving as a definitive bellwether for the state of enterprise software spending in 2026. While the company exceeded analyst expectations for both revenue and profitability in the quarter ending
Why ServiceNow (NOW) Stock Is Trading Up TodayShares of enterprise workflow automation company ServiceNow (
NYSE:NOW) jumped 4.3% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
The Nvidia Weight: Inside the Giant Shaping the S&P 500's FateThe global financial markets reached a critical crossroads this week as the final, most anticipated piece of the quarterly earnings puzzle fell into place. NVIDIA Corporation (
NASDAQ:NVDA), the silicon powerhouse that has become the de facto barometer for the modern economy, released its fourth-quarter fiscal 2026 results on February
Why Shopify (SHOP) Stock Is Up TodayShares of e-commerce platform Shopify (
NYSE:SHOP) jumped 3.4% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Zscaler (ZS) Stock Trades Up, Here Is WhyShares of cloud security platform Zscaler (
NASDAQ:ZS) jumped 6.4% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
CrowdStrike (CRWD) Shares Skyrocket, What You Need To KnowShares of cybersecurity platform provider CrowdStrike (
NASDAQ:CRWD) jumped 5.4% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Why Is Datadog (DDOG) Stock Soaring TodayShares of cloud monitoring platform Datadog (
NASDAQ:DDOG) jumped 5.5% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Why JFrog (FROG) Stock Is Trading Up TodayShares of software supply chain platform JFrog (
NASDAQ:FROG) jumped 6% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
The Agentic Pivot: Decoding Salesforce’s Mixed Outlook and the Rise of Digital LaborAs of February 26, 2026, Salesforce Inc. (
NYSE: CRM) stands at one of the most critical junctures in its 27-year history. The pioneer of the "Software as a Service" (SaaS) movement is attempting to disrupt itself before its competitors or the rapid evolution of artificial intelligence can do it first. While the company recently posted [...]
