Earlier, seeming to lean more toward a another "hit" These are less alarming.
The Dow is down -0.21%, the S&P down -0.22% and the Nasdaq is down -0.40%
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HURN down 30% as fund exits $36M stake. Revenue up 12%, but AI disruption fears weigh on valuation.
Workday jumps 4.6% on AI news, but its YTD -39.3% & 54.5% discount to 52-wk high show valuation risks.
HHH down 8.9% YOY. Landmark cuts stake, reducing valuation by $7M. Diversified real estate but acquisition adds complexity.
Wix drops 25.8% on earnings miss, down 45.8% YTD. AI partnership news lifts S&P to record high.
CRWD surges 70% on AI hype, but 125x FCF valuation leaves little room for error.
EMG bets $4.74M on Dynex Capital (DX), yielding 16%, despite recent -2.5% economic return.
Software stocks surge on trade optimism; FRSH +6%, BRZE +5.2%. AI traction boosts Figma's revenue 46%.
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