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Trader: AI Agents and the Software Meltdown -- Barron's","url":"https://stock-news.laohu8.com/highlight/detail?id=2613224627","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613224627?lang=en_us&edition=fundamental","pubTime":"2026-02-21 22:30","pubTimestamp":1771684200,"startTime":"0","endTime":"0","summary":"The best tech trade in 2026 has been to buy semiconductor stocks and sell software makers. The iShares Semiconductor exchange-traded fund is already up 19%, building on a 40% gain in 2025. Software companies have gotten clobbered this year, as seen in the iShares Expanded Tech-Software Sector ETF, down 22% this year after falling 8% in the fourth quarter.They are both part of the same story, just about the only story in tech: artificial intelligence, and the rise of autonomous agents.A major milestone was the debut of Claude Code from Anthropic about a year ago. This took AI coding capabilities to a new level with agents -- software that can use LLMs to accomplish a complex series of tasks from a simple prompt, automating major chunks of the development process. 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Beauty Stock Keeps Its Shine. More Upside Awaits. -- Barron's","url":"https://stock-news.laohu8.com/highlight/detail?id=2613246281","media":"Dow Jones","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613246281?lang=en_us&edition=fundamental","pubTime":"2026-02-21 22:29","pubTimestamp":1771684140,"startTime":"0","endTime":"0","summary":"Earnings growth means that the shares are still cheap on a comparable basis. By Teresa Rivas. Scandals, geopolitical tensions, wild weather swings, and worries that artificial intelligence is coming for us all. Against this bleak backdrop people still want to look good. No wonder Ulta Beauty stock looks attractive.Enter Ulta. The beauty retailer invested in its digital capabilities, loyalty program, supply chain, and brand assortment last year. The moves have paid off as the stock rallied 30% over the past six months . But the good times may just be getting started. Raymond James, which upgraded the stock at the end of January, thinks it should trade to $790, up 15% from Wednesday's close of $689.42.Earnings growth -- along with gross margins hovering just below 40% -- make the stock's multiple of 24 times understandable, especially considering that its average price/earnings ratio has been about 33 times over the past five 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Munster Predicts Nvidia Growth Will Hit 40% In 2027, Calls Wall Street's 28% Estimate 'Too Conservative' Ahead Of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2613021257","media":"Benzinga","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613021257?lang=en_us&edition=fundamental","pubTime":"2026-02-21 14:19","pubTimestamp":1771654767,"startTime":"0","endTime":"0","summary":"Ahead of Nvidia&#39;s Feb. 25 earnings report, Deepwater&#39;s Gene Munster said Wall Street is underestimating the chipmaker&#39;s AI-driven momentum, projecting 40% growth in 2027 versus the Street&#39;s 28% estimate as rising AI utility, hyperscaler capex and inference demand support a stronger long-term 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At the Gate -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2613216871","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613216871?lang=en_us&edition=fundamental","pubTime":"2026-02-21 09:15","pubTimestamp":1771636500,"startTime":"0","endTime":"0","summary":"Fans of humanoid robots might want to catch a recent NBC News report on Unitree's Lunar New Year celebration. It features chorus lines of robots performing feats of dexterity and coordination -- kung fu, back flips, and, yes, swordplay -- at speeds rivaling humans. It's further proof of what we wrote in a recent cover story : that artificial-intelligence-trained robots capable of executing labor-saving tasks are coming faster than investors expected.China is a serious player in humanoid robots -- that is, machines that resemble and act like humans. Morgan Stanley counted 97 humanoid robot unveilings in the past two years, 63 coming from China.The ability to manufacture humanoid robots at scale for prices that make sense. Current humanoid robots, including Optimus from Tesla, cost $100,000 to $200,000 to make. That needs to drop below $20,000 to scale like electric vehicles or smartphones. Swordplay can only do so much.Deals: Warner Bros. Discovery's board reopened talks with Paramount 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INQUIRIES REGARDING INTERRUPTION IN DECEMBERSource text: [ID:]Further company coverage: AMZN.O 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Cos. Stock Underperforms Friday When Compared To Competitors Despite Daily Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2613129774","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613129774?lang=en_us&edition=fundamental","pubTime":"2026-02-21 05:35","pubTimestamp":1771623300,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of TJX Cos.  rallied 1.10% to $158.23 Friday, on what proved to be an all-around great trading session for the stock market, with the S&P 500 Index  rising 0.69% to 6,909.51 and the Dow Jones Industrial Average  rising 0.47% to 49,625.97.TJX Cos. closed 0.78% short of its 52-week high of $159.48, which the company achieved on January 9th.The stock demonstrated a mixed performance when compared to some of its competitors Friday, as Amazon.com Inc.  rose 2.56% to $210.11, Walmart Inc.  fell 1.51% to $122.99, and Target Corp.  rose 0.89% to $116.69.Trading volume  eclipsed its 50-day average volume of 5.1 M.Data source: Dow Jones Market Data, FactSet. Data compiled February 20, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. 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