Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors.
However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
Following a significant plunge in software valuations, Morgan Stanley sees a rare buy-the-dip opportunity in resilient leaders like Atlassian, Shopify, and Palo Alto Networks.
A number of stocks fell in the afternoon session after investors continued to distinguish between the winners and losers in the artificial intelligence boom, leading to a broad sell-off.
Salesforce signed a deal to acquire Cimulate, an AI-powered product discovery startup. The acquisition strengthens Agentforce Commerce with better search and personalized shopping.
E-commerce platform Shopify (NYSE:SHOP) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 30.6% year on year to $3.67 billion. Its GAAP profit of $0.57 per share was 33.4% above analysts’ consensus estimates.
Shares of e-commerce platform Shopify (NYSE:SHOP) fell 13.1% in the afternoon session after the company reported strong fourth quarter results, with the stock's reaction suggesting expectations were high ahead of the announcement.
On February 11, 2026, Shopify Inc. (NYSE: SHOP; TSX: SHOP) silenced skeptics and reaffirmed its status as the global operating system for commerce. Following the release of its Q4 2025 earnings report this morning, the company’s stock surged over 12% in early trading, fueled by a "double beat" on revenue and earnings, optimistic 2026 guidance, [...]
The latest earnings reports highlight Shopify's strong growth, Vertiv's challenges, and Hilton's robust performance, offering insights into their respective industries.
