These software stocks are well-positioning for any AI scenario: Citi
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- S&P 500, Nasdaq futures tick up as tech steadies, Micron earnings eyed
- Brent extends losses on expectations of smoother crude flows via Hormuz
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
- Chip stocks plunge, but bargain-hunters limit scale of tech rout
- FedEx falls 4% as CY2026 profit forecast misses expectations despite Q4 beat
- Needham Starts NeoVolta (NEOV) at Buy
- Wall Street ends lower on semiconductor selloff as AI spending concerns mount
- NextEra to discuss paying about $76 per share for Dominion, Bloomberg News reports
- Campbell Soup (CPB) Declares $0.39 Quarterly Dividend; 7.7% Yield
- KKR launches Helix with over $10 billion to build AI infrastructure
DA Davidson: 'We read all 10,000 words in Michael Burry's newsletter and found no new reason to worry about Palantir'
February 12, 2026 11:54 AM ESTDA Davidson: 'We read all 10,000 words in Michael Burry's newsletter and found no new reason to worry about Palantir'.
The analyst comments "We will start by saying we appreciate and respect Michael Burry and follow his work closely. We find his criticism of the AI cycle thoughtful and well founded, specifically on the topic of data center deprecation. Having said that, we believe this morning's report regarding Palantir does not present new evidence or an argument that would cause us to change our positive view on... More
