Seeking Alpha

Nvidia GTC 2026 just made one thing clear: AI is reshaping SaaS → GaaS ⚡ Agentic AI is lowering barriers & disrupting seat-based models. Risks rising for: • Monday.com – retention slipping • Atlassian – slowing growth • HubSpot – AI monetization uncertain Commoditization is coming. Value traps? 👀 Read the full article by Amrita Roy. #AI #SaaS #GaaS #ArtificialIntelligence #TechTrends #StockMarket #Investing #GrowthStocks #TechStocks #Disruption #Automation #FutureOfWork #DigitalTransformation #StartupEcosystem #MarketTrends seekingalpha.com/article/488385…

Palantir: Probably The Most Consequential AI Company In Our Dangerous World $PLTR $PLTR:CA $ZPLT:CA #economy #business #stocks seekingalpha.com/article/488404…

Berkshire's Abel Shows Actions Speak Louder Than Words, But The Nuances Matter $BRK.A $BRK.B $BRK:CA #markets #investing #business seekingalpha.com/article/488378…

Bears Cross 50% $SP500 $SPX $SPY #economy #markets #stockmarket seekingalpha.com/article/488427…

Best Dividend Kings: March 2026 $SPY $GRC $ADM #stockmarket #business #economy seekingalpha.com/article/488394…

Understanding Blue Owl's Crash $OWL #finance #stocks #economy seekingalpha.com/article/488434…

Oil slips after-hours as Netanyahu says Iran can no longer enrich uranium $UCO $XLE $USO #stockmarket #investing #markets seekingalpha.com/news/4566820-o…

Accenture: No, The Software Apocalypse Isn't Coming $ACN #economy #investing #stocks seekingalpha.com/article/488429…

Stocks to watch after hours on Thursday: FDX, MU, PL $FDX $MU $SP500 #economy #investing #stocks seekingalpha.com/news/4566805-s…

Alibaba Group Holding Limited (BABA) Q3 2026 Earnings Call Transcript $BABA $BABAF #stocks #business #markets seekingalpha.com/article/488409…

Micron: Entering The Danger Zone (Rating Downgrade) $MU $MU:CA $ZMIC:CA #business #markets #trading seekingalpha.com/article/488429…

Gold and silver sink on worries over inflation, tight central bank policy outlook $GLD $IAU $SLV #finance #investing #stocks seekingalpha.com/news/4566804-g…

Amazon reportedly snaps up RIVR to help with last-mile robot delivery $AMZN #business #markets #economy seekingalpha.com/news/4566794-a…

Alibaba targets $100B in AI and cloud revenue within five years amid accelerated AI investments $BABA $BABAF #economy #finance #business seekingalpha.com/news/4566807-a…

3 things to look forward to on Friday $SP500 $XAUUSD:CUR $XPEV #markets #finance #investing seekingalpha.com/news/4566792-3…

If Cuba Rebuilds Its Power Grid, Which Companies Could Be Involved? $SPY $DIA $QQQ #stockmarket #stocks #economy seekingalpha.com/article/488430…

Bezos raising $100B to buy industrial firms and upgrade them with AI: report $AMZN #stocks #economy #finance seekingalpha.com/news/4566711-b…

3 REITs To Buy Before Their Dividends Are Hiked $VTMX $SBAC $SUI #economy #stockmarket #finance seekingalpha.com/article/488311…

Wall Street ends in the red for a second day as inflation fears take center stage $SP500 $COMP:IND $DJI #stockmarket #finance #investing seekingalpha.com/news/4566426-s…

Gold The Safe Haven Versus Silver The Wildcard $AAAU $BAR $GLD #markets #finance #business seekingalpha.com/article/488429…

Cash Dubai crude surges past $170 per barrel, setting historic record $UCO $XLE $OIH #finance #business #markets seekingalpha.com/news/4566650-c…