Investors are scared of artificial intelligence (AI) disruption, which is presenting an opportunity to buy some high-quality businesses at a low price.
While the broader software-as-a-service (SaaS) sector reels from a historic market correction dubbed the "SaaSpocalypse," HubSpot (NYSE: HUBS) has emerged as a resilient outlier. In its latest earnings report released on February 11, 2026, the company posted a staggering 20% year-over-year revenue growth, fueled by its aggressive pivot to an
The speculative fervor that once propelled artificial intelligence (AI) software to dizzying heights has met its match: the laws of physics. In early 2026, a profound rotation is sweeping through global markets as investors pivot from "disembodied" software applications to the "Physical Bottleneck" of AI—the massive infrastructure of chips,
The high-flying momentum of the early 2020s tech recovery hit a significant roadblock on February 12, 2026, as International Business Machines (NYSE: IBM) dominated financial headlines for all the wrong reasons. Shares of the "Big Blue" fell 6.5%, plummeting to a range between $260 and $272, making it the
The S&P 500 is currently hovering at a critical psychological juncture, closing at 6,941.47 on February 11, 2026, as investors set their sights on the elusive 7,000-point milestone. This march toward 7,000 represents a historic acceleration in market value, coming just 14 months after the
The "Golden Age of SaaS" has met a cold, digital winter. Over the past four months, the software industry has undergone a violent structural repricing, with the S&P 500 software and services index plummeting 26% from its late-October peak. This collapse, now widely referred to by Wall Street traders
In a powerful display of the technology sector's resilience, the Nasdaq Composite surged 1.17% today, Feb 11, 2026, marking a decisive turning point in what has been a volatile start to the year. This rally was fueled by a "vibe shift" across Wall Street, as investors moved past January's
The S&P 500 has spent the early weeks of 2026 dancing on the edge of history, repeatedly testing the psychological and technical barrier of the 7,000 mark. After a relentless climb throughout 2025, the world’s most-watched equity index briefly eclipsed the milestone on January 28, 2026, hitting
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
On February 9, 2026, the Dow Jones Industrial Average (DJIA) carved its name into the history books, closing at a record high of 50,219.00. This historic milestone marks a monumental achievement for the blue-chip index, which has navigated a turbulent start to the year characterized by massive sector
The Dow Jones Industrial Average (DJIA) struggled to maintain its footing above the historic 50,000-point milestone on Monday, as a wave of selling in the software sector dampened the euphoria from Friday’s record-breaking session. After closing above the psychological barrier for the first time in history just three
The first full week of February 2026 will be remembered by traders as the "SaaSpocalypse"—a brutal, high-velocity whipsaw that redefined the boundaries of the artificial intelligence trade and tested the resilience of the digital-asset ecosystem. In a span of just five trading days, the market grappled with a fundamental
The first week of February 2026 has proven to be a sobering reality check for equity markets, as the long-standing euphoria surrounding artificial intelligence (AI) collided with the stark financial reality of its implementation. While the S&P 500 (^GSPC) managed to claw back some losses to close near 6,
