Nebius Group N.V. (NASDAQ: NBIS) just posted 479% revenue growth and made a strategic $275M acquisition to expand into agentic AI infrastructure. If AI agents become core to enterprise workflows, Nebius could evolve from a GPU provider into critical AI infrastructure, unlocking massive long-term upside for investors willing to tolerate volatility. Stock prices used were the market prices of Feb. 2...
Nebius Group N.V. (NASDAQ: NBIS) just posted 479% revenue growth and made a strategic $275M acquisition to expand into agentic AI infrastructure. If AI agents become core to enterprise workflows, Nebius could evolve from a GPU provider into critical AI infrastructure, unlocking massive long-term upside for investors willing to tolerate volatility. Stock prices used were the market prices of Feb. 20, 2026. The video was published on Feb. 25, 2026. Continue reading
Sec. Duffy "Disturbed" After Video Shows Tractor-Trailer Barreling Wrong Way Down Highway U.S. Secretary Sean Duffy could not believe his eyes after a dramatic video surfaced on X, showing an 18-wheeler barreling down the wrong way on a Missouri highway. "DISTURBING: We have learned that a truck driver with a Minnesota CDL who couldn't read basic road signs spent MILES driving the wrong way in an ...
Sec. Duffy "Disturbed" After Video Shows Tractor-Trailer Barreling Wrong Way Down Highway U.S. Secretary Sean Duffy could not believe his eyes after a dramatic video surfaced on X, showing an 18-wheeler barreling down the wrong way on a Missouri highway. "DISTURBING: We have learned that a truck driver with a Minnesota CDL who couldn't read basic road signs spent MILES driving the wrong way in an 80 TON truck! " Duffy said. The video was posted on X by MolonLabeBTC , in which the person in the video can be heard saying the truck driver was a " foreign invader " and was "driving southbound in the northbound lane for about three miles." 🚨🚨 DISTURBING: We have learned that a truck driver with a Minnesota CDL who couldn't read basic road signs spent MILES driving the wrong way in an 80 TON truck! Thanks to Missouri law enforcement, this dangerous trucker is now out of service. @FMCSA is also investigating the… https://t.co/uaghZPwnUS — Secretary Sean Duffy (@SecDuffy) February 26, 2026 Fortunately, Duffy said, "This dangerous trucker is now out of service. @FMCSA is also investigating the carrier, Cargo Transportation LLC." Duffy did not comment on the truck driver's immigration status, and it would be inappropriate to draw conclusions at this moment, but... The driver. pic.twitter.com/Z0hycXkySc — MolonLabeBTC (@BtcLabe) February 25, 2026 pic.twitter.com/SMS4nepxFy — MolonLabeBTC (@BtcLabe) February 25, 2026 The incident highlights what the trucking advocacy group American Truckers United has warned about for quite some time: the Biden-Harris regime flooded the nation with unqualified foreign truck drivers, resulting in a series of deadly highway accidents. Related: Trump Admin Closes CDL Loophole That Let Illegal Immigrants Drive Big-Rigs Nearly 2,000 Truckers Deemed Unfit Are Removed From American Roads Trump Admin Mandates English-Only Tests For Truckers Seeking Commercial Driver's Licenses Duffy and the Trump administration have been working to address these concer...
Foreign investors are returning to Indian stocks at the fastest pace in eight months, supported by stabilizing corporate earnings and a US trade deal that improves the outlook for the months ahead. Global funds have bought nearly $2.1 billion of local shares so far in February, putting inflows on track for the strongest since June. The rebound follows last year’s record exodus, when investors shif...
Foreign investors are returning to Indian stocks at the fastest pace in eight months, supported by stabilizing corporate earnings and a US trade deal that improves the outlook for the months ahead. Global funds have bought nearly $2.1 billion of local shares so far in February, putting inflows on track for the strongest since June. The rebound follows last year’s record exodus, when investors shifted exposure to artificial intelligence-driven markets such as the US, China and South Korea. The rebound in inflows suggests some of the pressures that had been weighing on Indian equities are starting to ease. A long-awaited trade deal with the US earlier this month removed a key source of uncertainty for the $5.2 trillion market. Improving corporate results are also reviving the case for a rotation into Indian stocks, which have trailed most Asian and emerging market peers since early 2025. “We are seeing a positive momentum toward Indian equities,” said Sumeet Rohra , a fund manager at Smartsun in Singapore. With projection of economy’s nominal growth rate of about 10% in fiscal 2027, “there is a good chance for corporate earnings to grow at about 15%, potentially making India a star performer going ahead.” While foreign investors largely cut exposure in 2025, local investors, encouraged by policy continuity, stepped in to help the MSCI India Index gain 8.1% last year. Still, India lagged the region: the local gauge’s advance was far behind the MSCI Asia Pacific Index’s 25% surge in 2025. That underperformance has left valuations relatively low. MSCI India members are trading about 4% below their five‑year average price‑to‑earnings ratio, Bloomberg data show — a discount that could draw investors back. Meanwhile, signs point to earnings-driven momentum. Sales for FTSE India Index companies rose 10% year-on-year in the December quarter, while net income climbed 13%, HSBC Holdings Plc strategists including Prerna Garg wrote in a note. Broader earnings projections remain f...
A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
deepblue4you/iStock via Getty Images Investment Outlook Cognyte Software’s ( CGNT ) stock has sold off as part of a more general sell-off in the public software markets. I previously analyzed CGNT in July 2024 with a Hold outlook due to cost-cutting efforts and moderate revenue growth results. The company's stock has faced a selloff due to investors fearing 'disruption from below' from generative ...
deepblue4you/iStock via Getty Images Investment Outlook Cognyte Software’s ( CGNT ) stock has sold off as part of a more general sell-off in the public software markets. I previously analyzed CGNT in July 2024 with a Hold outlook due to cost-cutting efforts and moderate revenue growth results. The company's stock has faced a selloff due to investors fearing 'disruption from below' from generative AI technologies. I believe CGNT has a low vulnerability to such disruption, but management needs to produce higher revenue growth and a better return on invested capital and prove the disruption narrative false before the stock can go higher. My outlook remains a neutral Hold on my wait-and-see concerns. Cognyte’s Market and Approach Cognyte’s primary focus is the investigative analytics software and services market, which was an estimated $12.6 billion in 2024 and is expected to exceed $38 billion by 2034, per a Zion Market Research market research report . If accomplished, this growth would represent a CAGR (Compound Annual Growth Rate) of 11.8% from 2025 to 2034, a reasonably strong expected growth rate. This growth forecast estimate is due to continued digital transformation by all types of organizations, greater complexity in cloud environments, and the need to efficiently investigate threats. The chart shows the expected growth path for the global security analytics market through 2034: Zion Market Research Cognyte provides an analytical platform that monitors and analyzes various threat environments, such as the internet, blockchains, private networks, cyber threats, and situational intelligence. The company pursues new clients through its direct sales & marketing efforts and via partner referrals. CGNT’s revenue generation by type is shown in the pie chart below: SEC Key competitive vendors in the investigative software industry include: Cellebrite ( CLBT ) Magnet Forensics MSAB L3Harris ( LHX ) Octaseek Penlink Group-IB Omnigo Case Management Resolver Case IQ Smart...
Ryan Petersen, Founder and CEO of Flexport, discusses the implications of tariffs for businesses and the potential for refunds. He tells Romaine Bostick and Bailey Lipschultz on “The Close” that the company has developed an AI-powered tool to help businesses estimate expected tariff refunds and assist with filing the necessary paperwork. (Source: Bloomberg)
Ryan Petersen, Founder and CEO of Flexport, discusses the implications of tariffs for businesses and the potential for refunds. He tells Romaine Bostick and Bailey Lipschultz on “The Close” that the company has developed an AI-powered tool to help businesses estimate expected tariff refunds and assist with filing the necessary paperwork. (Source: Bloomberg)
Ruben Amorim's 14 months in charge of Manchester United have come at a price, with the club now paying up to £15.9m to sack him, in addition to £11m to hire the Portuguese.
Ruben Amorim's 14 months in charge of Manchester United have come at a price, with the club now paying up to £15.9m to sack him, in addition to £11m to hire the Portuguese.
Andy Florance, CEO of CoStar Group, discusses the company’s new AI initiative in real estate, Home AI, a fully integrated native AI solution designed specifically for the sector, with Romaine Bostick and Bailey Lipschultz on “The Close.” (Source: Bloomberg)
Andy Florance, CEO of CoStar Group, discusses the company’s new AI initiative in real estate, Home AI, a fully integrated native AI solution designed specifically for the sector, with Romaine Bostick and Bailey Lipschultz on “The Close.” (Source: Bloomberg)
Anthropic PBC rejected the Pentagon’s latest offer to defuse a standoff over conditions the company has sought governing the use of its artificial intelligence software by the military, a confrontation that has jeopardized its defense work for the government. In a statement Thursday, an Anthropic spokesperson said that new language proposed by the Pentagon as a compromise failed to satisfy the fir...
Anthropic PBC rejected the Pentagon’s latest offer to defuse a standoff over conditions the company has sought governing the use of its artificial intelligence software by the military, a confrontation that has jeopardized its defense work for the government. In a statement Thursday, an Anthropic spokesperson said that new language proposed by the Pentagon as a compromise failed to satisfy the firm’s desire to preserve key safeguards that it has sought for any military use of its AI tools. Those have included company prohibitions on mass surveillance of Americans and on use of its technology in fully autonomous weapons. The Pentagon has rejected those demands and given the company until Friday to accept the government’s terms or be declared a supply-chain risk — a move that would potentially bar it from work with other defense contractors. US officials have said that the military wants to be able to use the company’s AI tools in a lawful fashion but without any limits by Anthropic. “These threats do not change our position: we cannot in good conscience accede to their request,” Anthropic Chief Executive Officer Dario Amodei said in a statement Thursday. Defense officials have pushed back and demanded the ability to use Claude, one of the only AI tools cleared for classified cloud work, without any restrictions from the company. The Defense Department has also threatened to use the Cold War-era Defense Production Act to use Anthropic’s software anyway, over the company’s objections. The Pentagon has no interest in mass surveillance or developing “autonomous weapons that operate without human involvement,” spokesman Sean Parnell said earlier Thursday. “We will not let ANY company dictate the terms regarding how we make operational decisions,” Parnell wrote in a post on X. “They have until 5:01 PM ET on Friday to decide. Otherwise, we will terminate our partnership with Anthropic and deem them a supply chain risk.”
Department of Justice did not release FBI memos when it uploaded millions of pages of files beginning in December Three memos that describe four interviews conducted by the Federal Bureau of Investigation in 2019 contain explicit but unsubstantiated claims that Donald Trump sexually abused a woman when she was a minor in the early 1980s with the assistance of Jeffrey Epstein , according to a Guard...
Department of Justice did not release FBI memos when it uploaded millions of pages of files beginning in December Three memos that describe four interviews conducted by the Federal Bureau of Investigation in 2019 contain explicit but unsubstantiated claims that Donald Trump sexually abused a woman when she was a minor in the early 1980s with the assistance of Jeffrey Epstein , according to a Guardian review of those documents. The Department of Justice did not release those records when it uploaded millions of pages of files related to Epstein beginning in December. The existence of the missing documents was first reported by independent journalist Roger Sollenberger and subsequently confirmed by NPR , causing outrage in Washington and sparking an investigation from congressional Democrats. Continue reading...
Microsoft is previewing a new AI-powered "Copilot Tasks" designed to take care of busywork for you in the background, the company announced on Thursday . The feature takes the load off your device using its own cloud-based computer, allowing it to work across a browser and apps to handle a variety of jobs ranging from scheduling appointments to generating study plans. As noted by Microsoft, you ca...
Microsoft is previewing a new AI-powered "Copilot Tasks" designed to take care of busywork for you in the background, the company announced on Thursday . The feature takes the load off your device using its own cloud-based computer, allowing it to work across a browser and apps to handle a variety of jobs ranging from scheduling appointments to generating study plans. As noted by Microsoft, you can describe what you need to Copilot Tasks using natural language, and assign Copilot Tasks to complete jobs on a recurring, scheduled, or one-time basis. Copilot Tasks will provide a report once its work is complete. You can call upon Copilot Tasks … Read the full story at The Verge.
Dario Amodei, co-founder and chief executive officer of Anthropic, during the company's Builder Summit in Bengaluru, India, on Monday, Feb. 16, 2026. Samyukta Lakshmi | Bloomberg | Getty Images Anthropic CEO Dario Amodei on Thursday said it "cannot in good conscience" agree to the Department of Defense's requests, adding that the agency's threats do not change its position. The artificial intellig...
Dario Amodei, co-founder and chief executive officer of Anthropic, during the company's Builder Summit in Bengaluru, India, on Monday, Feb. 16, 2026. Samyukta Lakshmi | Bloomberg | Getty Images Anthropic CEO Dario Amodei on Thursday said it "cannot in good conscience" agree to the Department of Defense's requests, adding that the agency's threats do not change its position. The artificial intelligence startup has been engaged in tense negotiations with the Pentagon over how its models can be used, and it said Thursday that those discussions are still ongoing. Anthropic wants assurance that its models will not be used for fully autonomous weapons or mass domestic surveillance of Americans, while the DoD wants to be able to use the models for all lawful use cases without limitation. "It is the Department's prerogative to select contractors most aligned with their vision," Amodei wrote in a statement. "But given the substantial value that Anthropic's technology provides to our armed forces, we hope they reconsider." Chief Pentagon Spokesman Sean Parnell said Thursday that the DoD has "no interest" in using Anthropic's models for fully autonomous weapons or to conduct mass surveillance of Americans, which he noted is illegal. He emphasized that the agency wants the company to agree to allow its models to be used for "all lawful purposes." "This is a simple, common-sense request that will prevent Anthropic from jeopardizing critical military operations and potentially putting our warfighters at risk," Parnell wrote in a post on X on Thursday. "We will not let ANY company dictate the terms regarding how we make operational decisions." This is breaking news. Please refresh for updates.
The S&P 500 (SNPINDEX:^GSPC) fell 0.54% to 6,908.86 and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 1.18% to 22,878.38 as AI jitters weighed on tech. The Dow Jones Industrial Average (DJINDICES:^DJI) inched up 0.03% to 49,499.20, reflecting its lower tech weight.
The S&P 500 (SNPINDEX:^GSPC) fell 0.54% to 6,908.86 and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 1.18% to 22,878.38 as AI jitters weighed on tech. The Dow Jones Industrial Average (DJINDICES:^DJI) inched up 0.03% to 49,499.20, reflecting its lower tech weight.