Nowhere to hide : Tech selloff hits software and chip stocks alike

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• Better Artificial Intelligence Stock for 2026: C3.ai vs. SentinelOne

  The article compares C3.ai, which sells enterprise AI applications, with SentinelOne, which provides AI-powered autonomous cybersecurity. In fiscal 2026 (ended April 30), C3.ai's revenue was nearly $250.3 million, down 35.7%, with a net loss of $470.4 million and negative free cash flow of $190.7 million. SentinelOne's fiscal 2026 (ended January 31) revenue reached $1.0 billion, up 21.9%, with a net loss of $450.7 million and free cash flow of about $75.9 million, though stock-based compensation equaled roughly 388.4% of operating cash flow. The article cites C3.ai's restructuring plan from February 2026 and long government sales cycles as risks, and SentinelOne's competition from larger vendors and reliance on Amazon hosting. It says SentinelOne trades at a lower valuation relative to sales, while C3.ai has no future earnings estimates.

  Yahoo Finance·19/10, 17:32artificial intelligencesoftwarecybersecurity
• Cognizant and Google Cloud Expand Alliance to Accelerate Agentic Enterprise Transformation

  Cognizant (Nasdaq: CTSH) and Google Cloud have expanded their partnership to speed enterprise adoption of agentic AI, including a new Gemini Frontier Capability Group backed by more than 18,000 Cognizant associates. The group aims to take AI agents from pilot to production, focusing on legacy modernization, developer experience, agent-based business process automation and cyber defense, built on the Model Context Protocol (MCP) and Google Cloud's Model Armor. Cognizant helped one leading retailer achieve a 40% gain in developer productivity, a 30% shorter time-to-market and 35% cost savings by integrating Gemini into its software development lifecycle. More than 55,000 associates completed the Build with Gemini workshop, the largest Gemini partner workshop to date, and Cognizant plans to deploy Gemini to 100,000 associates this year, scaling up to 200,000.

  Yahoo Finance·19/10, 16:00▲ GOOGLartificial intelligencecloud computingCTSH
• Cognizant and Google Cloud Expand Alliance to Accelerate Agentic Enterprise Transformation

  Cognizant (Nasdaq: CTSH) and Google Cloud expanded their partnership to accelerate adoption of agentic AI, creating a Gemini Frontier Capability Group backed by more than 18,000 dedicated associates. The group will focus on legacy modernization, developer experience, business process agentification and frontier cyber defense, using a security-first architecture built on the Model Context Protocol (MCP) and Google Cloud's Model Armor. In one example, Cognizant's integration of Gemini helped a leading retailer achieve a 40% increase in developer productivity, a 30% reduction in time-to-market and 35% cost savings. More than 55,000 Cognizant associates completed the Build with Gemini workshop, and the company plans to deploy Gemini to 100,000 associates this year, scaling up to 200,000.

  Yahoo Finance·19/10, 16:00▲ GOOGLCognizantartificial intelligencecloud computing
• As AI Supercharges Hackers, Cybersecurity Stocks Split Into Platforms and Point Solutions

  A CrowdStrike threat report says attacks by AI-powered hackers jumped 89% last year, pushing buyers toward single connected platforms rather than many separate tools. Even so, CrowdStrike and Palo Alto Networks are each down more than 13% from their record highs in early October, and Okta fell more than 7% this week after a report that OpenAI may buy a cybersecurity startup. The article attributes the selloff to valuation rather than lost customers or revenue, as many of these stocks trade above 100 times earnings after gaining over 100% in 2026. It separates platform players like CrowdStrike (Falcon Flex contracted value above $2 billion) and Palo Alto Networks (about 220 platformization deals in a recent quarter) from point solutions such as Okta, which mainly verifies logins, while noting SentinelOne, Cloudflare and Zscaler are harder to classify.

  Yahoo Finance·17/10, 04:20cybersecurityartificial intelligencevaluation
• Why You Should Think About Palantir Differently Now

  Palantir (PLTR) trades at 78.2 times sales, versus 3.1 for the S&P 500, and management's pitch has shifted from customer counts to spending per client. In fiscal Q2 2026, executives emphasized 'sovereign AI', an architecture in which companies keep full control of their data and the AI built on it. U.S. commercial customers reached 653, up 35%, while U.S. commercial revenue rose 149% to $764 million and U.S. contract values rose 153% to $2.132 billion. Total revenue grew 92.8% to $1.94 billion, and operating margin rose to 47.1% from 26.8%. However, the top 20 customers accounted for about 40% of total revenue over the twelve months to June 2026, which the article identifies as the main risk.

  Yahoo Finance·17/10, 02:50Palantirartificial intelligencesoftware
• Sandisk, Datadog, Amazon Lead S&P 500 As AI Stocks Rebound

  Western Digital, Sandisk, Datadog, Twilio and Amazon led the S&P 500 on Monday as AI-related stocks rebounded. Western Digital (WDC) rose 6.1% to 352.21, still below all its key moving averages, after plunging 16.4% last week. The hard-drive maker reports fiscal Q1 results late Thursday, kicking off a round of earnings for memory-related companies.

  Yahoo Finance·19/10, 20:15▲ AMZN▲ NVDA▲ SPYartificial intelligenceS&P 500AMZN

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• Anthropic Gives 5% of Itself to the Public. Musk Answers by Giving Away SpaceX Shares

  Anthropic will commit 5% of its shares to a new Public Benefit Fund, subject to stockholder approval, and says roughly 20% of its stock will go to public causes once co-founder and employee pledges are counted. Elon Musk responded by promising one SpaceX share to every U.S. child next year, a giveaway worth more than $10 billion at current prices. The fund follows a draft AI safety bill Anthropic pitched to lawmakers, which would let the government block models posing a risk of killing or injuring more than 50 people or causing over $1 billion in damage. Anthropic is preparing an IPO as soon as November at a reported valuation of around $2 trillion, which would put its 5% stake at about $100 billion on paper rather than in cash. The fund is a wholly owned LLC rather than a nonprofit, and it cannot be used for lobbying or political donations.

  Decrypt·19/10, 21:15
• Power company announces an important decision

  CTCP Nhiệt điện Quảng Ninh (QTP) says its board approved the EPC contract for package 05 of its flue gas treatment upgrade project, signed with the SEC-Pacific joint venture of Shanghai Electric Group and CTCP Tập đoàn Thái Bình Dương on a fixed-price basis. The contract is worth over 89.75 million USD and nearly 902 billion VND, about 3,271 billion VND in total, with 38 months to complete. SEC-Pacific was the only bidder to pass technical evaluation, as rival CISDI failed to reach the minimum score. The company has also appointed two deputy general directors this year, Nguyễn Công Kiên from 12/8/2026 and Dương Thành Công from 16/10/2026, after former board member Lê Việt Cường was arrested in February 2026 over alleged forgery of documents. For the first six months of 2026, net revenue reached nearly 6,359 billion VND, up over 10%, and profit after tax about 524 billion VND, up over 44%, already exceeding its full-year 2026 profit plan.

  CafeF·19/10, 21:15• NT2• POW
• Aeroméxico Reports Unaudited Third Quarter 2026 Results

  Aeroméxico reported unaudited third-quarter 2026 results, with record revenue of $1.6 billion, up 13.6% year over year, driven by international passenger demand, premium cabins, loyalty and cargo, which grew 15.8%. Fuel expense rose 57.6% to $469.0 million as jet fuel prices hit historic highs, but adjusted EBITDAR reached $389.2 million, a 24.0% margin, and operating income was $189.6 million, an 11.7% margin. The company recognized $48.7 million from an updated loyalty program breakage estimate, its first such alignment since 2018. Management expects fourth-quarter revenue to grow about 15% year over year, assuming an average all-in fuel price of about $4.5 per gallon and an exchange rate of 18.0 Mexican pesos per U.S. dollar.

  Yahoo Finance·19/10, 21:06
• Why Berkshire's Latest Move Proves It's Not Really a Warren Buffett Company Anymore

  Greg Abel took over as Berkshire Hathaway CEO at the start of 2026, though Warren Buffett and Abel are reportedly in regular contact on investment decisions. Berkshire has taken a stake in Milan-based Bending Spoons, investing $600 million in its IPO over the summer and adding $330 million since, a position of about 0.4% of its portfolio. The author argues this is out of character for Buffett, who was skeptical of acquisitive companies and prefers consistent, predictable earnings, while Bending Spoons buys and turns around troubled software businesses. The author sees the move as a possible turning point toward more risk-taking and tech investment under Abel, and suggests a wait-and-see approach to the stock until his investment choices become clearer.

  Yahoo Finance·19/10, 21:05
• Solana treasury firm SkyAI sells all SOL holdings, launches $201M buyback

  SkyAI, formerly Sharps Technology, has sold its entire Solana (SOL) treasury and launched a tender offer to buy back up to $201.3 million of shares and warrants, reversing its crypto accumulation strategy. As of Oct. 16 the company held about $223.8 million in cash, and the offer covers up to 95% of each class of shares and warrants at a fixed price, no longer tied to SOL's price as originally planned. The company says it will keep building a financial platform that combines stablecoin infrastructure on Solana with artificial intelligence. The strategy began in August 2025 after a private placement of more than $400 million, and by the end of 2025 it had produced about $153 million in unrealized losses. SkyAI shares closed Monday at $2.79, up 5.3% on the day.

  Cointelegraph·19/10, 21:04▼ SOL/USDT
• Tech stocks had a nice oversold bounce on Monday. Earnings this week will determine if it's for real

  The S&P 500 and Nasdaq Composite rallied Monday as AI and chip stocks rebounded, with the iShares Semiconductor ETF (SOXX) on pace to snap a nine-day slump and the iShares MSCI South Korea ETF (EWY) up 4%. Last week, the S&P 500 fell nearly 2%, its worst weekly decline since late June, while the Nasdaq Composite dropped 4.5%. Whether the rebound lasts will depend largely on results from big tech names such as Meta and Tesla, as well as SpaceX, which reports after the bell Tuesday. Of the 47 S&P 500 companies that have reported third-quarter results, 85% have beaten expectations, but most tech earnings are still to come. Sameer Samana of Wells Fargo Investment Institute sees the AI selloff as a 'reality check' rather than a full-blown unraveling, though pressure may last through the midterms.

  CNBC·19/10, 20:57▲ QQQ