SAN FRANCISCO — February 23, 2026 — OpenAI has officially moved from providing the world’s most popular large language models to becoming the central nervous system of global business. In a series of landmark multi-year agreements announced today, the AI powerhouse unveiled the "Frontier Alliances"—a strategic partnership with Accenture, Boston
The enterprise software market is currently weathering its most volatile period since the 2022 rate hikes, as a massive sell-off—now being dubbed the "SaaSpocalypse"—wipes out nearly $1 trillion in market value. This dramatic recalibration of the technology sector has been catalyzed by fears that OpenAI’s rapid expansion
Shares of technology and consulting giant IBM (NYSE:IBM) fell 4% in the morning session after the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty. The move came swiftly after the Supreme Court ruled the previous week that the president could not use the International Emergency Economic Powers Act (IEEPA) for such duties, a decision that had initially sent markets higher. However, the administration invoked a different authority, the Trade Act of 1974, to impose a 15% global tariff for up to 150 days. The rapid reimposition of trade barriers creates significant uncertainty for companies across multiple sectors that depend on international supply chains and global trade. Investors are now weighing the potential impact of these new duties on corporate earnings and broader economic activity.
A number of stocks fell in the morning session after the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty.
Shares of global advertising giant Omnicom Group (NYSE:OMC) jumped 12.9% in the morning session after it reported mixed fourth-quarter results that featured a massive revenue beat but a significant miss on profits.
As of February 19, 2026, EPAM Systems, Inc. (NYSE: EPAM) stands at a pivotal crossroads in its thirty-three-year history. Long regarded as the "gold standard" for high-end software engineering, the company has spent the last two years executing a massive strategic pivot. Having successfully navigated the geopolitical tremors of the early 2020s, EPAM is now [...]
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability.
But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
In the high-stakes world of enterprise technology, Kyndryl Holdings, Inc. (NYSE: KD) has long been viewed as the ultimate "fixer-upper" project. Spun off from the legacy infrastructure arm of IBM in 2021, Kyndryl was born with a massive footprint but a shrinking bottom line, tasked with modernizing the "plumbing" of the world’s largest corporations. By [...]
February 9, 2026 Introduction The financial markets witnessed a seismic shift on the evening of February 9, 2026, as Kyndryl Holdings (NYSE: KD) saw its market capitalization evaporate by a staggering 25% in post-market trading. Once heralded as a successful turnaround story of the post-pandemic era, the world’s largest provider of IT infrastructure services now [...]
Shares of business transformation services company Genpact (NYSE:G) jumped 6.7% in the afternoon session after the company reported fourth-quarter 2025 results that topped Wall Street's expectations for revenue and profit, though its outlook was mixed.
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence.
With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Shares of digital advertising platform Magnite (NASDAQ:MGNI) fell 14.5% in the afternoon session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns about a slowdown in the sector.
A number of stocks fell in the morning session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns about a slowdown in the sector. The research and advisory firm reported that revenue in its Consulting segment fell 12.8%. This weak performance from a major industry player appeared to validate broader market fears about the health of the IT services and consulting industry. The negative sentiment spread quickly, with shares of other major companies like Accenture and Intuit also falling sharply. The market now seems concerned about a potential slowdown in the sector's growth rate, compounded by uncertainty over the long-term impact of artificial intelligence on existing business models.
Shares of performance marketing company QuinStreet (NASDAQ:QNST) fell 7.9% in the morning session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns about a slowdown in the sector.
A number of stocks fell in the morning session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns about a slowdown in the sector.
A number of stocks fell in the morning session after disappointing fourth-quarter results from industry bellwether Gartner sparked widespread concerns about a slowdown in the sector.
