Recent price action shows a sh

Recent price action shows a shift in the market's attitude toward AI:

Focus on Efficiency, Not Just Growth: Previously, simply mentioning "AI" sent stock prices up. Now, if your AI investment is high and revenue generation is slow, the market responds with an immediate sell-off.

SaaS Misss: CoreWeave Faces More Correction?

Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. CoreWeave hit $5B annual revenue, with backlog (incl. RPO) surging to $66.8B, up 3x YoY. For 2026, capex is set at $30B+—at least triple 2025—while ARR could reach $19B by year-end. Shares fell over 10% after hours.

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