Software stocks have faced a significant selloff in the new year amid mounting fears of AI-driven disruption, particularly from new AI tools from Anthropic.
As the closing bell rang on February 25, 2026, all eyes in the financial world turned to the headquarters of Salesforce (NYSE: CRM). The cloud giant’s Fourth Quarter 2026 earnings report, released today, arrives at a moment of existential crisis for the software industry. Following a brutal start to
Cloud data platform provider Snowflake (NYSE:SNOW) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 30.1% year on year to $1.28 billion. Its non-GAAP profit of $0.32 per share was 17.8% above analysts’ consensus estimates.
SANTA CLARA, CA — As the closing bell rings on Wall Street this Wednesday, February 25, 2026, all eyes are fixed on Snowflake (NYSE: SNOW), the bellwether of the "Data Cloud" economy. The company is set to release its fourth-quarter and full-year fiscal 2026 results in what many analysts are calling
SAN FRANCISCO – In a high-stakes demonstration of the next evolution in corporate technology, Salesforce (NYSE: CRM) reported its fourth-quarter and full-year fiscal 2026 earnings today, February 25, 2026. The results underscore a definitive shift in the software landscape, as the era of "Generative AI" chatbots gives way to "Agentic AI"
Options traders believe Snowflake stock will rally after reporting earnings on Feb. 25, and Rosenblatt Securities’ analyst seems to agree with that view. Find out more.
Snowflake is showing an IV Percentile of 100% in advance of their earnings announcement on February 25th. Assuming we have a bearish outlook on SNOW stock, we can run the Barchart’s Bear Call Spread Screener and find the following results:
Palantir declined as tariff worries and broader risk-off sentiment weighed on AI software stocks. Governance disclosures and mixed institutional positioning added to the cautious tone.
According to a report from CNBC, Jay Woods, chief market strategist at Freedom Capital Markets, said that he is keeping an eye on Nvidia stock to note whether it will move steadily higher after its Q4 results.
A number of stocks fell in the afternoon session after the White House announced plans to raise global tariffs to 15%. The major stock indexes, including the S&P 500 and Nasdaq, also sank amid the uncertainty. The downturn came after President Trump announced the tariff increase in a post on Truth Social, stating the new rate would be effective immediately on countries that had been, in his words, "'ripping' the U.S. off for decades." The move sparked concern among trade partners, with Europe warning that such tariffs could put U.S. trade deals at risk. The market-wide slide reflected investor worries about the potential impact of these new global trade policies
Additionally, investor concerns about disruption in the software industry from advancements in artificial intelligence (AI) continued to cause a sector-wide sell-off.
The market started the week with a more cautious tone, reflecting this unease. The current wave of AI development was seen as having similar traits to previous tech cycles, marked by genuine innovation but also by exuberant expectations and sharp market reactions to new developments.
