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  Market Rotation: Why Investors Are Shifting Focus Recently, the market has shown a noticeable rotation away from speculative future technologies and toward sectors generating near-term revenue. AI infrastructure — including data centers, GPUs, networking chips, and cloud compute — continues to attract capital because hyperscalers are increasing capital expenditures at an aggressive pace. Industry projections suggest hyperscaler spending could rise significantly year over year, with a large portion allocated to AI infrastructure expansion.  This shift matters because quantum computing, despite its long-term promise, still sits in an early commercialization phase. As interest rates and macro uncertainty rise, investors often favor businesses with clearer earnings visibility rather than technologies that may take years to reach mainstream adoption. The Rise of AI Infrastructure: A Near-Term Growth Engine AI infrastructure has become the backbone of the current tech cycle. Train...

  1. What Triggered Today’s Market Sell-Off? 1-1. Policy Uncertainty and Trade Headlines The primary catalyst behind today’s sharp decline was renewed policy uncertainty. Political rhetoric surrounding tariffs and industrial strategy introduced fresh risk into an already stretched market environment. Investors quickly shifted from aggressive growth positioning to short-term risk management. 1-2. Institutional Profit-Taking After months of strong gains led by AI infrastructure and software leaders, large funds began locking in profits ahead of major earnings announcements. This rotation created heavy pressure on high-beta sectors, especially technology and next-generation computing stocks. 1-3. Valuation Sensitivity Many leading AI names have been trading at elevated multiples. When macro uncertainty increases, these high-valuation stocks tend to react first, amplifying overall market volatility. 2. The Role of AI Rally Fatigue 2-1. Momentum Meets Reality The AI investment ...

AI-Powered Knowledge Management Takes Center Stage In the rapidly evolving enterprise AI landscape, companies that can translate artificial intelligence into practical, revenue-generating solutions are gaining increasing attention. One such example is eGain , a Nasdaq-listed provider of AI-driven knowledge management solutions. In its fiscal year 2026 second-quarter earnings release, eGain reported a notable milestone: a 27% year-over-year increase in Annual Recurring Revenue (ARR) from its AI Knowledge Hub. This result highlights not only strong demand for AI-enabled knowledge platforms, but also the company’s ability to scale its SaaS offerings in a competitive market. AI Knowledge Hub Becomes the Core of SaaS Revenue A key takeaway from the Q2 results is the growing importance of the AI Knowledge Hub within eGain’s overall business model. According to CEO Ashu Roy, the platform now accounts for approximately 64% of the company’s total SaaS ARR. This shift underscores a strategic...

  1. The Reality Check After the Quantum Hype Rally Over the past year, quantum computing stocks experienced explosive rallies fueled by AI enthusiasm and speculative capital. However, the recent decline across the quantum sector reflects a classic market reset rather than a collapse of the industry itself. Many quantum companies surged despite minimal revenue and ongoing operating losses. As interest rates remained elevated and investors began demanding real commercial progress, valuations started to normalize. Market analysts increasingly compare the recent pullback to a “post-hype correction,” where speculative excess is removed before sustainable growth can resume. This shift signals that investors are moving away from narrative-driven momentum and focusing on execution timelines, real customer adoption, and measurable technological milestones. 2. Why Quantum Stocks Are Dropping Now 2-1. Overvaluation Concerns Quantum companies often trade at extremely high price-to-sales ratio...

 Post-Earnings Reaction Scenarios and How the Market May Respond As Palantir Technologies (NASDAQ: PLTR) approaches its earnings release, the most important question for investors is no longer “Will earnings be good?” but rather “How will the market react after earnings?” When expectations are elevated and valuation is stretched, post-earnings price action often follows recognizable patterns. Below are the three most realistic post-earnings reaction scenarios for Palantir , along with what each scenario would mean for short-term traders and long-term investors. 1️⃣ Scenario One: Strong Beat + Upward Guidance (Bullish Breakout) What Needs to Happen This is the most optimistic scenario, and also the hardest to achieve given current expectations. For Palantir shares to rally meaningfully after earnings, the company would need to deliver: Revenue and EPS clearly above consensus Strong acceleration in commercial customer growth Management guidance raised for both revenue...

  Introduction: Beyond the Database Giant For decades, Oracle (ORCL) was synonymous with "boring" enterprise databases. Fast forward to 2026, and the narrative has shifted dramatically. Oracle has emerged as a powerhouse in the AI infrastructure race. However, with recent stock price volatility and massive capital expenditure (CapEx) plans, many investors—like my friend Jihye—are asking: Is this a buying opportunity or a debt-heavy trap? In this post, we’ll break down Oracle’s identity, its staggering backlog, and the cold, hard numbers behind its balance sheet. 1. Not a Chipmaker, But the "Landlord" of AI First, let’s clear the air: Oracle is not a semiconductor company. It doesn't design chips like Nvidia or manufacture them like TSMC. Instead, Oracle is the Infrastructure-as-a-Service (IaaS) giant. Think of Nvidia as the engine maker and Oracle as the massive factory owner who buys those engines to build the fastest race cars in the world. With partners li...