Market Signal Briefing

Sometimes, you need to know when to quit.

It's been nearly a decade since Canada legalized recreational cannabis (marijuana), helping set off a boom in cannabis stocks. Today, roughly half of U.S. states have legalized cannabis for recreational use, and most states at least permit it for medicinal purposes.

Canopy Growth Corp. (CGC +1.85%) was among a class of cannabis stocks that surged from 2017 through 2019, peaking at a market cap of nearly $18 billion. The investment results have been disastrous since then, despite cannabis use continuing to rise to the point that it has pressured the alcohol industry.

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So, what has gone wrong, and should investors finally dump Canopy Growth stock? Here is what you need to know.

How overly ambitious plans ruined the stock Canopy Growth's storyline would probably be about a company that tried doing too much, too soon.

After beginning in Canada, the company expanded into the United States and Europe. It also moved beyond cannabis flower and into related products, such as cannabis creams and beverages. Canopy Growth tried to be everywhere all at once, buying up competitors and other cannabis-related businesses over the past decade.

CGC Revenue (TTM) data by YCharts.

Canopy Growth made two catastrophic mistakes. First, it misread the cannabis market. Legalizing cannabis didn't prevent illicit sales, which put pricing pressure on legal suppliers due to the various taxes and regulations tied to legal retail sales. It also rushed its expansion efforts. Instead of funding deals with profits, Canopy Growth continuously issued stock and debt.

As a result of that and poor business execution, Canopy Growth's business isn't growing, and it's still losing money. Meanwhile, the share count has increased by more than 3,700%. The stock's enormous dilution is why the share price has collapsed.

Why investors can probably dump their shares at this point The company recently announced yet another acquisition, buying MTL Cannabis for $125 million, funded with cash and stock. MTL Cannabis has earned $84 million in revenue over the past year, generating $11 million in operating cash flow. Once again, Canopy Growth doesn't seem able to resist acquisitions it cannot afford.

Image source: Getty Images.

It may not have a choice. Thus far, the legalized cannabis market doesn't seem very easy to survive in. There haven't been many cannabis stocks that have actually performed well for investors. Many companies have been acquired after heavy losses or have gone under. Ultimately, not every growing industry is a slam-dunk investment opportunity.

Time will tell whether Canopy Growth can at least sustain its business. Regardless, shareholders probably won't benefit. The stock is down 99.8% from its all-time high, a massive hole it's unlikely to dig itself out of.

Cipher Mining's Bitcoin revenue is surging, but the big story is its AI data centers.

Cipher Mining (CIFR +16.10%) makes most of its revenue from crypto mining, but that's about to change. The company has been signing long-term deals with tech giants that need artificial intelligence (AI) data centers. Amazon (AMZN 5.49%) is one of Cipher Mining's largest customers after it agreed to a 15-year lease worth $5.5 billion.

Cipher Mining should continue to win more contracts with tech companies as it brings more gigawatts online. Cipher Mining still has a 3.4 gigawatt pipeline, and most of that energy hasn't been allocated to customers yet, which makes it a compelling stock to watch.

Image source: Getty Images.

Cipher Mining grows its crypto footprint Although most of Cipher Mining's story is about its AI pivot, the company's crypto mining operations are also gaining market share. Cipher Mining's crypto mining revenue almost tripled year over year to $71.7 million. The crypto mining segment remains unprofitable, but a $37.6 million operating loss compared to a $91.4 million operating loss in the same quarter last year shows progress toward profitability.

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Cipher Mining also holds $170 million in Bitcoin (BTC +2.53%), giving it direct exposure to any Bitcoin rallies. Other crypto miners immediately sell the Bitcoin that they mine, which limits their future upside from rising Bitcoin prices. In the near term, however, Bitcoin's volatility and declining value may not contribute further to Cipher's bottom line.

An expanding crypto mining business with lower operating losses will make it easier for the company to scale into artificial intelligence, which is the bigger long-term story for Cipher Mining's rally.

Multi-GW pipeline, many tech deals Cipher Mining wrapped up 2025 by announcing it had acquired a 200 megawatt site in Ohio. This site is expected to energize in 2027 and bring Cipher Mining's total pipeline to 3.4 gigawatts across eight sites.

This move broadens Cipher Mining's geographical footprint, as it represents its first site outside of Texas. It can help the company quickly build its energy pipeline as it works to secure more deals with tech companies, but the company already has plenty of gigawatts to spare.

The Amazon deal demonstrates that Cipher Mining doesn't need the gigawatts energized right away to secure deals. Amazon will receive part of the promised 300 megawatts in July 2026, with the full delivery expected to be completed in fourth-quarter 2026. Rent will commence in August, so it will take several months before the Amazon deal translates into annual recurring revenue.

Cipher Mining will gradually energize more gigawatts, but 2028 is the big year when it is expected to energize 2.5 gigawatts. All those gigawatts translate into substantial recurring revenue, based on the lucrative Amazon deal.

Grandview Research projects that the artificial intelligence market will maintain a 30.6% compound annual growth rate (CAGR) through 2033. The tailwinds in this market should drive greater demand for Cipher Mining's AI data centers. Any Bitcoin rallies serve as nice bonuses for the company's crypto mining business, but AI is the bigger tailwind that makes Cipher Mining a growth stock to watch.

HomeDividends AnalysisDividend Quick Picks

SummaryThis article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms.We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks.In addition to the primary list that yields 4.2%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8% plus.Looking for a portfolio of ideas like this one? Members of High Income DIY Portfolios get exclusive access to our subscriber-only portfolios. Learn More » Olivier Le Moal/iStock via Getty Images

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Author's Note: This is our monthly series on Dividend Stocks, usually published in the first week of every month. We scan the universe of roughly 7,500 stocks listed and traded on U.S. exchanges and use our

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ABT, ABBV, CI, JNJ, PFE, NVS, NVO, AZN, UNH, CL, CLX, UL, NSRGY, PG, TSN, ADM, BTI, MO, PM, KO, PEP, EXC, D, DEA, DEO, ENB, MCD, BAC, PRU, UPS, WMT, WBA, CVS, LOW, AAPL, IBM, CSCO, MSFT, INTC, T, VZ, CVX, XOM, VLO, ABB, ITW, MMM, LMT, LYB, RIO, O, NNN, WPC, ARCC, ARDC, AWF, CII, CHI, TLT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: The information presented in this article is for informational purposes only and in no way should be construed as financial advice or a recommendation to buy or sell any stock. The author is not a financial advisor. Please always do further research and do your own due diligence before making any investments. Every effort has been made to present the data/information accurately; however, the author does not claim 100% accuracy. The stock portfolios presented here are model portfolios for demonstration purposes. For the complete list of our LONG positions, please see our profile on Seeking Alpha.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses in Picard Medical to Contact Him Directly to Discuss Their Options

If you purchased or acquired securities in Picard Medical between September 2, 2025 and October 31, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - February 7, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Picard Medical, Inc. ("Picard" or the "Company") (NYSE American: PMI) and reminds investors of the April 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) that Picard was the subject of a fraudulent stock promotion scheme involving social media-based misinformation and impersonated financial professionals; (2) that insiders and/or affiliates used offshore or nominee accounts to facilitate the coordinated dumping of shares during a price inflation campaign; and (3) that Picard's public statements and risk disclosures omitted any mention of the false rumors and artificial trading activity driving the stock price.

On October 24, 2025, Picard Medical, Inc. (NYSE: PMI) shares closed at $5.31, a steep decline from the prior trading session's close of $13.20 on October 23, 2025. This represents a drop of $7.89 per share, or approximately a 59.8% decrease in value in a single session, marking one of the most significant one-day declines since the company's recent IPO.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Picard Medical's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Picard Medical class action, go to www.faruqilaw.com/PMI or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283031

Source: Faruqi & Faruqi LLP

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Rezolute To Contact Him Directly To Discuss Their Options

If you suffered significant losses in Rezolute stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

, /PRNewswire/ -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Rezolute, Inc. ("Rezolute" or the "Company") (NASDAQ: RZLT).

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

James (Josh) Wilson, Faruqi & Faruqi Senior Partner (PRNewsfoto/Faruqi & Faruqi, LLP) Rezolute, Inc. shares tumbled sharply on December 11, 2025, as investors reacted to disappointing topline results from its Phase 3 sunRIZE clinical trial for ersodetug, its lead drug candidate for treating congenital hyperinsulinism. The study failed to meet both its primary and key secondary endpoints, with the highest dose showing reductions in hypoglycemia events that were not statistically significant versus placebo.

During intraday trading, RZLT collapsed from levels near its prior day close of around $10.94 to an intraday low near $0.90, representing an approximate 85–90% drop as markets opened and halted trading under Nasdaq's volatility controls.

To learn more about the Rezolute investigation, go to www.faruqilaw.com/RZLT or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

SOURCE Faruqi & Faruqi, LLP

Also from this source

Bloom Energy Today

BE

Bloom Energy

$143.48 +6.88 (+5.04%)

As of 02/6/2026 03:59 PM Eastern

52-Week Range$15.15▼

$176.49Price Target$127.42

Bloom Energy NYSE: BE has been advancing for months due to its exposure to data center and industrial power needs.

While not completely green, its easily deployable, ready-to-scale, chemically based fuel cells are as green as they come for carbon-based energy and are in high demand.

Data centers are the headline; the monstrous build-out of AI compute, inference, and cloud-related capacity drives an unquenchable thirst for electricity that Bloom Energy is only too happy to fill.

Get Bloom Energy alerts:

Bloom Energy’s technology is validated, applicable to on-site power needs across industries, and the upswing in price action driven by its rapidly accelerating outlook has yet to end. 

Bloom Energy: The Technical Outlook Is Bullish The technical outlook is very bullish for Bloom Energy. The early February price action confirms support at a critical target, the top of a trading range that had been providing resistance.

The base-case scenario is a movement equal to the trading range’s dollar value, approximately $72, while the bull-case is a percentage movement relative to the same.

In those scenarios, Bloom Energy stock could rise by $72 to $220 at the low end of the range and by as much as 95% at the high end, approaching $290 before peaking. 

Analyst trends align with the bullish outlook; however, they set the market up for volatility as the consensus price target lags the price action. The market could correct to retest the consensus price target for market support, but it is not a guarantee.

The post-release activity includes several price target increases, pointing to the high end of the range, suggesting the stock still has some upside potential. As it stands, the high-end range is near $207, just shy of the technical base-case projection. 

Institutional activity suggests the market is supported at early February trading levels. The group sold for most of 2025 but reverted to accumulation in Q4, sustaining the trend to start 2026. Institutions provide a solid support base, owning more than 75% of the stock, and a market tailwind, accumulating in early 2026. Assuming this trend continues, a move to the technical base case is inevitable; the only question is how long it will take the market to get there.

Bloom Energy Blows Past Consensus, Wows With Guidance Bloom Energy’s Q4 2025 results highlight its position in the datacenter ecosystem. The company’s revenue surged by 35.9% to $777.7 million, outpacing the consensus estimate by $132.4 million or approximately 2000 basis points. Strength was driven by products and services, with product and service revenue up by more than 33%. 

Bloom Energy Stock Forecast Today12-Month Stock Price Forecast:
$127.42
-11.20% Downside

Hold
Based on 26 Analyst Ratings

Current Price$143.48High Forecast$207.00Average Forecast$127.42Low Forecast$10.00Bloom Energy Stock Forecast Details

Margins were another area of strength. The company experienced margin contraction as expected; however, the impact was less than analysts feared. Critical details included a triple-digit basis-point decline in gross margin, with adjusted earnings of 45 cents, up marginally from the prior year but 5000 basis points above forecasts. 

Guidance was likewise bullish, with backlogs up by 150% YOY across the system, driven by products and services, with services margins forecasted to improve as the installed base expands.

The driving force behind market action is the 2026 revenue target of $3.1 billion, which is $500 million better than expected and potentially cautious, given the trends.

The likely outcome is that Bloom, which is actively expanding and scaling production, outperforms its guidance, extending the bullish trends and stock price action. 

Short interest is among the risks. The short interest isn’t at record highs, but it spiked in early January to about 10%. This presents a headwind for price action that may cap gains. The silver lining is that the solid 2026 outlook suggests short covering will begin soon, even if it wasn’t triggered by the Q4 release. 

Should You Invest $1,000 in Bloom Energy Right Now?Before you consider Bloom Energy, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Bloom Energy wasn't on the list.

While Bloom Energy currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Just getting into the stock market? These 10 simple stocks can help beginning investors build long-term wealth without knowing options, technicals, or other advanced strategies.

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(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.)

Berkshire Hathaway's stock outperformed the benchmark S&P 500 stock index this week as investors sought safety from a sell-off for technology stocks sparked by concerns that AI spending is outpacing revenues.

Those declines are making Berkshire's more than $350 billion in cash look more like a blessing than a curse.

The company's A shares were up 5.6% and the B shares gained 5.7%.

Despite a rebound Friday that put the Dow above 50,000 for the first time, the S&P fell 0.1% on the week.

Berkshire shares are near even with the S&P year-to-date, recovering from a deficit of almost 8 percentage points last week.

DaVita shares rally on strong earnings after Berkshire trims stakeThat's good news for Berkshire, which has a 44% stake of more than 30 million shares that are currently valued at $4.2 billion.

The not so good news, though, is that it was obliged to sell almost 1.7 million DVA shares at a pre-surge price of $120.56 each last Thursday, for a total of just under $200 million.

In a 2024 agreement with DaVita, Berkshire promised to keep its stake at or below 45% of the company's outstanding shares, which declined last quarter as DaVita bought back its own stock.

Borsheims' golden renovationBerkshire Hathaway subsidiary Borsheims is planning what it calls a "major architectural transformation" of its flagship Omaha jewelry store to signify its entry into a "new Golden Era."

In a news release, President and CEO Karen Goracke is quoted as saying the goal is to "reimagine the customer's experience" with an "elevated luxury environment" that "reinforces Borsheims as a destination."

Discounts offered to shareholders help make the store a destination during Berkshire's annual meeting weekend. 

Renovations will begin after this May's gathering. The store will remain open during the construction work.

The design is by HDR with construction by Kiewit. Both are based in Omaha.

BUFFETT & BERKSHIRE AROUND THE INTERNETHIGHLIGHTS FROM CNBC'S BUFFETT ARCHIVE'Figure out what makes sense and follow your own course' (2016)Warren Buffett explains his philosophy on how people should look at the stock market, especially when other people appear to be making a lot of fast money.

watch now

AUDIENCE MEMBER: My question is for my children watching at home today and children in the audience.

How should they look at stocks when every day in the media they see companies that have never made a dime in their life go IPO?

WARREN BUFFETT: You don't really have to worry about, you know, what's going on in IPOs, or people making money.

People win lotteries every day, but there's no reason to have that affect you at all. You shouldn't be jealous about it.

I mean, you know, if they want to do mathematically unsound things, and one of them occasionally gets lucky, and they put the one person on television, and the million that contributed to the winnings with the big slice taken out for the state, you know, don't get on there — it's nothing to worry about.

Just — all you have to do is figure out what makes sense. And you don't — and you look at buying — when you — when you buy a stock, you get yourself in the mental frame of mind that you're buying a business, and if you don't look at a quote on it for five years, that's fine...

Let the rest of the world go its own way. You don't — you don't want to get into a stupid game just because it's available...

A lot of problems are, as Charlie would say, are caused by envy. You don't want to get envious of somebody that won the lottery or bought an IPO that went up.

You have to figure out what makes sense and follow your own course.

BERKSHIRE STOCK WATCHFour weeks

Twelve months

BRK.A stock price: $762,569.63

BRK.B stock price: $508.09

BRK.B P/E (TTM): 16.25

Berkshire market capitalization: $1,096,347,710,921

Berkshire Cash as of September 30: $381.7 billion (Up 10.9% from June 30)

Excluding Rail Cash and Subtracting T-Bills Payable: $354.3 billion (Up 4.3% from June 30)

No Berkshire stock repurchases since May 2024.

(All figures are as of the date of publication, unless otherwise indicated)

BERKSHIRE'S TOP EQUITY HOLDINGS - Feb. 6, 2026Berkshire's top holdings of disclosed publicly traded stocks in the U.S. and Japan, by market value, based on the latest closing prices.

Holdings are as of September 30, 2025, as reported in Berkshire Hathaway's 13F filing on November 14, 2025, except for:

Mitsubishi, which is as of August 28, 2025Mitsui, which is as of September 30, 2025The full list of holdings and current market values is available from CNBC.com's Berkshire Hathaway Portfolio Tracker.

QUESTIONS OR COMMENTSPlease send any questions or comments about the newsletter to me at [email protected]. (Sorry, but we don't forward questions or comments to Buffett himself.)

If you aren't already subscribed to this newsletter, you can sign up here.

Also, Buffett's annual letters to shareholders are highly recommended reading. There are collected here on Berkshire's website.

-- Alex Crippen, Editor, Warren Buffett Watch

Tesla just announced a big shift in its business direction that could change the company forever.

There are many reasons to dislike Tesla (TSLA +3.50%). However, it is hard to deny that the company is highly innovative, as it essentially created the modern electric vehicle (EV) market. But the big reason to buy the stock right now may have nothing to do with EVs. Here are some things to think about before you buy Tesla stock.

A controversial CEO and an expensive stock Elon Musk, Tesla's visionary CEO, is a polarizing figure. His actions and public statements, in and out of the business world, have impacted Tesla's stock for better and worse. If you can't stand the kind of volatility that comes with such a high-profile CEO, you probably shouldn't buy Tesla stock.

Image source: Tesla.

Tesla stock, meanwhile, is expensive. There's no way around that, given that the price-to-earnings ratio is a massive 390. That's well above its five-year average P/E of 98, well above the S&P 500's (^GSPC +1.97%) 28, and shockingly higher than most auto competitors. The company's price-to-sales and price-to-book value ratios are also high on both an absolute and historical basis. If you are a value investor, you will not want to buy Tesla.

But aggressive growth investors might actually appreciate the big decision that Musk just made.

1 reason the stock could soar In addition to EVs, Tesla's business includes battery storage and solar power products as well as self-driving taxis and humanoid robots. A bigger way to think about Tesla is as a play on the technology shifts taking place in the world. The EV business is helping fund investments in other areas.

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That view was bolstered by Tesla's recent decision to eliminate slower-selling EV models X and S. It isn't introducing new EV models; it is retooling the affected plants to build humanoid robots. Suddenly, Tesla is looking like a car company and a robotics play. This decision is likely to play out over a few years, so only long-term investors should consider buying Tesla because of this business shift. However, if robots take off as Musk expects, an investment in Tesla could pay off big despite its currently expensive price tag.

Tesla is probably not a good pick for conservative investors or for those who use a value approach. However, if you believe in Elon Musk's vision of the future and can handle risk, it might still be worth buying.

Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool has a disclosure policy.

HomeStock IdeasLong IdeasTech 

SummaryIREN controls over 4.5 GW of secured power, yet needs only ~460 MW to support $3.4 billion AI ARR by CY26.Approximately $2.3 billion of AI ARR is already contracted, including $1.9 billion from Microsoft and $0.4 billion from Prince George.Q2 revenue fell to $184.7 million, and net income swung to a $155 million loss, driven primarily by depreciation and non-cash charges.GPU capex is roughly 95% funded at sub-6% rates, leaving execution timing, not financing or demand, as the core variable. denisik11/iStock via Getty Images

I do think that the extent to which the market sold off cannot be disassociated from what was going on from a broader macro perspective. Bitcoin prices declined significantly around the earnings announcement, and that really compressed

Analyst’s Disclosure: I/we have a beneficial long position in the shares of IREN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

NEW YORK, Feb. 07, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Fermi Inc. (NASDAQ:FRMI), certain of the Company’s senior executives and directors, and underwriters of Fermi’s Initial Public Offering after a significant stock drop resulting from potential violations of the federal securities laws.

If you invested in Fermi, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/fermi-inc-class-action-lawsuit.

Investors have until March 6, 2026, to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Fermi securities, as well as claims under Sections 11 and 15 of the Securities Act of 1933 on behalf of investors who purchased or acquired Fermi common stock pursuant and traceable to the Company’s Initial Public Offering. The case is pending in the U.S. District Court for the Southern District of New York and is captioned Lupia v. Fermi Inc., et al., No. 1:26-cv-00050.

Why is Fermi Being Sued for Violations of the Federal Securities Laws?

Fermi is an energy and AI infrastructure company that purportedly intends to build multiple, large scale nuclear reactors to support its own network of large, grid-independent data centers powered by nuclear and other energy to power AI companies. Fermi’s first project is Project Matador, its flagship, first-of-its kind energy and AI infrastructure campus designed to provide dedicated power for AI workloads.

Fermi completed its IPO in October 2025. In the IPO Registration Statement, Fermi represented that it “entered into a letter of intent . . . with an investment grade-rated tenant (the ‘First Tenant’) to lease a portion of the Project Matador Site . . . for an initial lease term of twenty years.” The Company also represented there was strong demand for Project Matador and that construction of the facility would be funded by “tenant payments” and “lease agreements.” Following the IPO, Fermi announced that the First Tenant entered into an Advance in Aid of Construction Agreement, through which it would advance up to $150 million to Fermi to fund Project Matador construction costs.

As alleged, in truth, Fermi overstated tenant demand for Project Matador and misrepresented the agreement with the First Tenant.

Why did Fermi’s Stock Drop?

On December 12, 2025, Fermi disclosed that “[o]n December 11, 2025, the First Tenant notified the Company that it is terminating the [Advance of Aid of Construction Agreement]” after “[t]he exclusivity period set forward in the letter of intent expired.” Fermi also stated that it had “commenced discussions with several other potential tenants” and “continue[s] to negotiate the terms of a lease agreement at Project Matador” with the First Tenant. This news caused the price of Fermi stock to drop $5.16 per share, or more than 33%, from a closing price of $15.25 per share on December 11, 2025, to $10.09 per share on December 12, 2025.

Click here for more information: https://www.bfalaw.com/cases/fermi-inc-class-action-lawsuit.

What Can You Do?

If you invested in Fermi, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/fermi-inc-class-action-lawsuit

Or contact:
Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/fermi-inc-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, Feb. 07, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Plug Power Inc. (NASDAQ:PLUG) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws.

If you invested in Plug Power, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/plug-power-class-action-lawsuit.

Investors have until April 3, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Plug Power securities. The case is pending in the U.S. District Court for the Northern District of New York and is captioned Ortolani v. Plug Power Inc., et al., No. 1:26-cv-00165.

Why is Plug Power Being Sued for Securities Fraud?

Plug Power provides hydrogen fuel cell turnkey solutions for the electric mobility and stationary power markets and develops infrastructure such as hydrogen production plants. During the relevant period, Plug Power announced it had “closed a $1.66 billion loan guarantee” from the U.S. Dept. of Energy’s Loan Program Office to “help finance the construction of up to six projects to produce and liquefy zero- or low-carbon hydrogen at scale throughout the United States.”

As alleged, in truth, Plug Power materially overstated the likelihood that DOE loan funds would ultimately become available to Plug Power, and that Plug Power would ultimately construct the hydrogen production facilities necessary to receive those funds.

Why did Plug Power’s Stock Drop?

On October 7, 2025, Plug Power announced the abrupt departure of its CEO, Andrew Marsh, and its President, Sanjay Shrestha. This news caused the price of Plug Power stock to drop $0.26 per share, or 6.3%, from a closing price of $4.13 per share on October 6, 2025, to $3.87 per share on October 7, 2025.

A month later, on November 10, 2025, Plug Power announced that it “suspended activities under the DOE loan program,” which purportedly allowed the Company to “redeploy capital” to pursue an agreement with a U.S. data center developer to monetize electricity rights. This news caused the price of Plug Power stock to drop $0.09 per share, or 3.4%, from a closing price of $2.65 per share on November 7, 2025, to $2.56 per share on November 10, 2025, the next trading day.

Then, on November 13, 2025, The Washington Examiner reported that Plug Power “confirmed . . . that it suspended activities” on “its plans to construct six facilities to produce and liquefy zero or low-carbon hydrogen, putting at risk” the $1.66 billion DOE loan it closed in January. This news caused the price of Plug Power stock to drop $0.48 per share, or 17.6%, from a closing price of $2.49 per share on November 13, 2025, to $2.25 per share on November 14, 2025.

Click here for more information: https://www.bfalaw.com/cases/plug-power-class-action-lawsuit.

What Can You Do?

If you invested in Plug Power, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/plug-power-class-action-lawsuit

Or contact:
Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/plug-power-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, Feb. 07, 2026 (GLOBE NEWSWIRE) -- Leading international securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Integer Holdings Corporation (NYSE:ITGR) and certain of the Company’s senior executives for securities fraud after a significant stock drop resulting from the potential violations of the federal securities laws.

If you invested in Integer, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit.

Investors have until February 9, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Integer common stock. The case is pending in the U.S. District Court for the Southern District of New York and is captioned West Palm Beach Firefighters’ Pension Fund v. Integer Holdings Corporation, et al., No. 1:25-cv-10251.

Why is Integer Being Sued For Securities Fraud?

Integer designs and manufactures cardiac rhythm management and cardiovascular products, including electrophysiology (“EP”) devices that map the heart’s electrical activity to diagnose and treat arrhythmias.

During the relevant period, Integer repeatedly touted its EP sales growth and market position while overstating demand for its EP devices.

As alleged, in truth, demand for and revenue from Integer’s EP products had fallen sharply—directly contradicting the Company’s public assurances.

Why did Ineger’s Stock Drop?

On October 23, 2025, Integer disclosed that it lowered its 2025 sales guidance to a range between $1.840 billion and $1.854 billion, from a range between $1.850 billion and $1.876 billion, and well below analysts’ estimates. The Company also revealed that it expected poor net sales growth of -2% to 2% and organic sales growth of 0% to 4% for 2026. Integer also admitted that two of its EP devices experienced “slower than forecasted” adoption and that it expected the slower demand “to continue into 2026.” This news caused the price of Integer stock to drop $35.22 per share, or more than 32%, from a closing price of $109.11 per share on October 22, 2025, to $73.89 per share on October 23, 2025.

Click here for more information: https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit.

What Can You Do?

If you invested in Integer, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit

Or contact:
Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/integer-holdings-corporation-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

When investors buy a thematic ETF, they're betting that a specific trend will reshape the economy.

MSTX, the Defiance Daily Target 2X Long MSTR ETF, remains a 'Sell' after collapsing over 90% in the past year. The ETF's structure amplifies downside as MSTR shares fall, with current price action risking delisting unless a reverse split occurs. MSTR's balance sheet is stable until 2028, but its equity is highly sensitive to further bitcoin declines, driving continued bearishness.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Wall Street ended the trading week struggling to come out of the deep technology-led selloff, which pushed most of the Magnificent Seven names and some of the top tech companies in the red, despite positive Q4 earnings.

The Dow Jones (DJI), however, managed to rally on Friday and reached the 50,000 level for the first time, lifted by Nvidia (NVDA), which pushed other chip stocks higher.

In addition, Bitcoin (BTC-USD) reached a new low on Thursday’s post-market hours of $60,230.14 before rising more than 14% on Friday. The cryptocurrency has suffered a 43% decline since its peak of $126,223.32.

On the economic side, the U.S. private sector added only 22K jobs in January, compared to the 45K expected, according to ADP. Also, U.S.-based employers announced 108K job cuts in January, which was the highest for the month since 2009 and the highest monthly total since Oct. 2025, according to Challenger, Gray & Christmas.

For the week, the S&P (SP500) dipped -0.10%, while the tech-heavy Nasdaq Composite (COMP:IND) fell -1.8%, and the blue-chip Dow (DJI) added +2.5%. Read a preview of next week's major events in Seeking Alpha's Catalyst Watch.

Seeking Alpha's Calls Of The Week

Weekly Movement U.S. Indices
Dow +2.5% to 50,116. S&P 500 -0.1% to 6,932. Nasdaq -1.8% to 23,031. Russell 2000 +2.2% to 2,670. CBOE Volatility Index +1.8% to 17.76. S&P 500 Sectors
Consumer Staples +6%. Utilities +0.2%. Financials +1.5%. Telecom -4.4%. Healthcare +1.9%. Industrials +4.7%. Information Technology -1.4%. Materials +3.5%. Energy +4.3%. Consumer Discretionary -4.6%. Real Estate +2.1%.

World Indices
London +1.4% to 10,370. France +1.8% to 8,274. Germany +0.7% to 24,721. Japan +1.8% to 54,254. China -1.3% to 4,066. Hong Kong -3% to 26,560. India +1.6% to 83,580.

Commodities and Bonds
Crude Oil WTI -2.6% to $63.55/bbl. Gold +5% to $4,979.8/oz. Natural Gas -21.4% to 3.422. Ten-Year Bond Yield -0.2 bps to 4.206.

Forex and Cryptos
EUR/USD -0.28%. USD/JPY +1.58%. GBP/USD -0.56%. Bitcoin -9.6%. Litecoin -7.5%. Ethereum -14.1%. XRP -10.6%.

Top S&P 500 Gainers
DaVita (DVA) +29%. Teradyne (TER) +25%. Tapestry (TPR) +20%. The Hershey (HSY) +19%. Corning (GLW) +18%.

Top S&P 500 Losers
Molina Healthcare (MOH) -27%. Gartner (IT) -25%. PayPal Holdings (PYPL) -23%. IQVIA Holdings (IQV) -19%. FactSet Research Systems (FDS) -18%.

Where will the markets be headed next week? Current trends and ideas? Add your thoughts to the comments section.

Chip stocks continued their strong run in January after a monster 2025, with a broadening out of the winners.

Shares of the iShares Semiconductor ETF (SOXX +5.34%) rallied 12% in January, according to data from S&P Global Market Intelligence.

The SOXX provides diversified exposure to the semiconductor sector, with 30 names in a modified weighting scheme, and no stock exceeding 8% at the start of each rebalancing period. Moreover, this ETF excludes companies domiciled outside the United States, such as sector heavyweights Taiwan Semiconductor (TSM +5.48%) and ASML Holdings (ASML +4.64%).

And yet, it was likely the earnings results from TSMC and its capital-spending projections, along with skyrocketing memory prices, that drove this outperforming sector even higher.

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Memory prices and CPUs join the AI party The first two years of the artificial intelligence boom mainly came from AI GPUs made by Nvidia (NVDA +8.01%). And while it appears that GPUs are still in short supply, sometime late last year, the memory and storage sector experienced its own boom, along with traditional CPUs.

The move likely has to do with the AI buildout migrating from the training stage to deploying more infrastructure for inference, which is essentially the use of AI models in everyday tasks. That appears to have reignited demand for traditional DRAM, NAND flash, and hard disk drives for local storage, as well as for enterprise CPUs to deploy the models, orchestrate traffic, and enable machines to talk to one another.

During the quarter, forecasts for both DRAM and NAND flash pricing skyrocketed. In fact, the price of traditional DRAM is expected to increase by 90% to 95% compared with the prior quarter, while NAND flash is projected to surge by 55% to 60%, according to Trendforce.

Thus, it's no wonder that memory giant Micron (MU +3.08%), now the ETF's largest weighting, rallied 45.6% in January.

But the demand surge isn't just happening with memory chips. It appears the massive AI capital-spending cycle continues to lift all boats. While TSMC isn't part of the overall ETF, the company reported blowout earnings and forecast massive capital spending of $52 billion to $56 billion in 2026, up 40% from 2025.

The massive spending increase for TSMC, along with huge increases in memory prices, caused semiconductor equipment companies to rally as well.

The outsize gains from Micron and the semicaps were enough to offset rather middling January performances from the large weightings of Nvidia (NVDA +8.01%), which rose just 2.5%, and Broadcom (AVGO +7.26%), which actually declined 4.3% during the month.

Image source: Getty Images.

Turbulence in February After the strong January, the SOXX is down 4.6% this month as of this writing. The decline is likely due to investors taking profits following Advanced Micro Devices (AMD +8.32%) earnings, during which management provided guidance that may have fallen short of investors' high expectations.

Still, AMD's underwhelming forecast appears to be a supply problem, not a demand problem. Meanwhile, the capital spending forecasts from the major cloud companies this earnings season have come in far higher than investors expected, suggesting the AI infrastructure buildout is set for another strong year of growth in 2026. Whether that continues beyond 2026 is anyone's guess, but as of now, the most intelligent people in the tech sector see AI as a long-term, transformational technology. If that remains true, semiconductor stocks should continue to broadly benefit.

Billy Duberstein and/or his clients have positions in ASML, Broadcom, Micron Technology, and Taiwan Semiconductor Manufacturing and has the following options: short January 2027 $195 calls on Micron Technology. The Motley Fool has positions in and recommends ASML, Advanced Micro Devices, Micron Technology, Nvidia, Taiwan Semiconductor Manufacturing, and iShares Trust-iShares Semiconductor ETF. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Pomdoctor To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Pomdoctor between October 9, 2025 and December 11, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

, /PRNewswire/ -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Pomdoctor Limited ("Pomdoctor" or the "Company") (NASDAQ: POM) and reminds investors of the April 6, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

James (Josh) Wilson, Faruqi & Faruqi Senior Partner (PRNewsfoto/Faruqi & Faruqi, LLP) Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) that PomDoctor was the subject of a fraudulent stock promotion scheme involving social media based misinformation and impersonated financial professionals; (2) that insiders and/or affiliates used offshore or nominee accounts to facilitate the coordinated dumping of shares during a price inflation campaign; (3) that PomDoctor's public statements and risk disclosures omitted any mention of the false rumors and artificial trading activity driving the stock price; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not. 

Faruqi & Faruqi, LLP also encourages anyone with information regarding Pomdoctor's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Pomdoctor class action, go to www.faruqilaw.com/POM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in REGCO, REGCP over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Palantir remains a buy after a 30% pullback, as Q4 results far exceeded expectations and reinforced its robust growth narrative. PLTR delivered 70% YoY revenue growth in Q4 2025, 139% net dollar retention, and nearly 700% YoY net income growth, demonstrating operational leverage. Record billings, accelerating deal volume, and an 85% Q1 2026 revenue growth forecast underpin continued momentum despite slowing new customer growth.

The software sector is currently weathering a violent storm, characterized by a rapid sell-off that some are calling a “SaaSapocalypse.”

The panic intensified this week as AI startup “Anthropic” introduced advanced capabilities to its Claude Cowork agent, fueling fears that traditional software-as-a-service models are on the brink of obsolescence.

However, Wedbush’s senior analyst Dan Ives is standing firm against the tide of pessimism.

He argues that the market is overreacting to a “doomsday scenario” that ignores the deep structural moats surrounding established players.

While acknowledging that AI presents a near-term headwind, Ives insists the magnitude of the rout is a “major head scratcher.”

He maintains that enterprise customers are far too entrenched in their existing digital architectures to abandon them for unproven AI models that currently lack the capacity to handle massive data structures or guarantee absolute security.

Palantir stock: the “Messi of AI” remains unmatched Copy link to section

Palantir Technologies (NASDAQ: PLTR) has found itself caught in a broader software downdraft, yet Dan Ives remains remarkably bullish, famously labeling the company the “Messi of AI.”

Despite the stock’s premium valuation (nearly 200x forward earnings) and recent volatility, Ives maintains an “outperform” rating and a robust $230 price target.

According to him, Palantir’s Artificial Intelligence Platform (AIP) is not just another software tool but a “foundational moat” that competitors cannot easily replicate.

While skeptics worry about the high cost of entry, Ives believes the “Software Armageddon” narrative misses the mark regarding PLTR stock’s unique position in the Department of War and large-scale commercial sectors.

“Palantir is helping lead the AI Revolution into the use case phase,” the Wedbush analyst noted –  emphasizing that as enterprises move from mere experimentation to actual production, Palantir’s speed-to-deployment and outcome-driven ROI will make it more relevant than ever.

CrowdStrike stock: the gold standard for the AI era Copy link to section

In the cybersecurity realm, CrowdStrike Holdings (NASDAQ: CRWD) is facing its own trial by fire, with shares sliding significantly as part of the sector-wide retreat.

Nevertheless, Ives views this as a “table pounder” buying opportunity, reiterating an “outperform” rating and a $600 price target.

He views CRWD stock as the “gold standard” and the likely “operating system” for security in the AI age.

The fear that AI agents will bypass existing security frameworks is, in Ives’ view, a bit too “overblown.”

He contends that new AI players “don’t have the current capacity to hold all enterprise data” or the proven track record to protect organizational structures from sophisticated malware.

For Dan Ives, the current sell-off is a temporary disconnect from reality as CrowdStrike’s platform is too deeply ingrained in the global enterprise ecosystem to be displaced by the current wave of AI disruption, making it a primary winner when the dust finally settles.

When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.

Prices for GLP-1s are falling fast, forcing companies to adapt.

NatWest Group logo is seen in this illustration taken January 7, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab

CompaniesFeb 7 (Reuters) - British bank NatWest Group (NWG.L), opens new tab is closing in on a 2.5 billion pound ($3.4 billion) takeover of one of Britain's largest wealth managers, Evelyn Partners, Sky News reported on Saturday, citing sources.

Reuters could not immediately verify the report.

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NatWest faced competition from rival bank Barclays (BARC.L), opens new tab as both bidders submitted offers for Evelyn last week, Sky News reported on Wednesday.

NatWest was expected to pay between 2.5-3 billion pounds to buy Evelyn, the report said, adding that an announcement confirming the deal could come in the early part of next week.

($1 = 0.7348 pounds)

Reporting by Rhea Rose Abraham in Bengaluru; Editing by Toby Chopra

Our Standards: The Thomson Reuters Trust Principles., opens new tab