AI is crushing digital businesses, and capital is starting to rotate out of tech. Meanwhile, many REITs trade at 30% discounts to NAV with ~5% yields. We highlight three anti-AI real asset plays that
This is the heart of what we've been calling "SaaSmaggedon" - the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI agents, automation, and autonomous workflows.
Salesforce NYSE: CRM stock price dropped significantly, presenting a deep-value opportunity amid the widespread sell-off of software stocks this year. The software-as-a-service (SaaS) apocalypse, how
Insight into Soros's Strategic Moves in Q4 2025 George Soros (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, providing in
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The software apocalypse has hammered Salesforce, now trading at just 15x forward earnings amid widespread software sector fears. I maintain a Buy rating on CRM, emphasizing its deep enterprise integra
Alibaba on Monday unveiled Qwen 3.5, the latest update to its leading AI model.
Software stocks slid sharply amid fresh AI worries, drawing renewed attention from Wall Street analysts, including Wedbush Securities' Daniel Ives.Ives describe

Cathie Wood Buys COIN After 16% Jump

05:42am, Monday, 16'th Feb 2026
Cathie Wood is once again leaning into momentum. ARK Invest added to several high-profile names on Feb. 13, buying into stocks that had just rallied on earnings
As software stocks crater on AI disruption fears, Wedbush analyst Dan Ives is taking a contrarian stance on the selloff.
The meteoric rise of artificial intelligence, which once propelled markets to record highs, has hit a wall of skepticism. In early February 2026, a sharp sell-off rippled through global exchanges as t
AI start-up Anthropic's Claude Cowork AI agent was designed to simplify mundane tasks, including searching, assembling, and organizing files. The company released plug-ins last week to make it more he
Exploring the Latest 13F Filing of Bridgewater Associates Ray Dalio (Trades, Portfolio) recently submitted the 13F filing for the fourth quarter of 2025, provi
Guru Stock PicksRobert Bruce has made the following transactions:Reduce in NEE by 1.49%Ray Dalio has made the following transactions:Reduce in CNX by 13.43%Sold
SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Ado
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