Sen. Angus King (I-ME) disclosed 9 trades:
Traded: Feb 13 | Disclosed: Mar 24
Sold: $META ($1K-$15K), $ADSK ($1K-$15K), $ONON ($1K-$15K), $BX ($1K-$15K), $PYPL ($1K-$15K), $LLY ($1K-$15K), $MSFT ($1K-$15K), $NFLX ($1K-$15K), $UBER ($1K-$15K)
https://integrityindex.us/candidate/angus-king
Remember: Going into the war, AI hardware stocks like #TSM #MU #ASML #LRCX #AMAT #KLAC #ADI #MPWR #GLW #SNDK #WDC #ANET #STX were all soaring, while software stocks like #CRM #NOW #INTU #ADBE #ADSK #APP were getting crushed.
#ESTC and #ZS tanking on troubling results. #INTU and #ADSK pushing higher on encouraging results. Find the winners. Ditch the rest.
#ADSK AUTODESK, INC. ANNOUNCES FISCAL 2026 FOURTH QUARTER RESULTS
www.stocktitan.net/news/ADSK/autodesk-inc-a...
#Earnings to watch Thu, Feb 26th, 2026
#ACIW #ACMR #ARBE #BBWI #BIDU #CELH #CM #DCI #DQ #GIL #HRL #HTZ #IQ #KBR #LNG #OPRA #QBTS #RY #SHAK #SJM #VIPS #VITL #VST #WBD #WWW #AAOI #ACA #ADSK #AMBA #CPNG #CTRA #DELL #DUOL #ESTC #INOD #INTU #MARA #MNST #NTAP #REAL #RKLB #RKT #SOUN #UUUU #WULF #XYZ #ZS
That is the case for #INTU.
It is probably also the case for names like #AXON #IOT #TEM #CRWD #CYBR #PANW #ZS #PCOR #ADSK, to name a few.
That's where the buying opportunity is in software stocks, IMO, not across the whole sector - only in certain stocks.
Earnings to watch Week of Feb 23, 2026
#NVDA #SNOW #CRM #TTD #TJX #LOW #HD #AMT #BMO #BNS #BIDU #INTU #ADSK #DELL #DUOL #CPNG #MELI #WDAY #AXON #FSLR #CELH #MNST #NTAP #KDP #OKE #KEYS #CAVA #RY #TD #CM #KBR #LNG #HPQ #LCID #ZM #ZS #GDDY #HIMS #SJM #HRL #SHAK #DOLE #IQ
World Labs' flagship product, Marble, enables users to generate persistent, editable 3D worlds from text, images, or video, which can then be explored, tweaked, and exported in standard 3D formats.
#ADSK #Autodesk #WorldLabs #SpatialAI #PhysicalAI
#SAP #CRM #PLTR #PANW #CRWD #SNPS #FTNT #ZS #MDB #CYBR #NTAP #TWLO #INTU #ADBE #NOW #SNOW #ADSK #WDAY #DDOG #TEAM #HUBS #GWRE #DT #U #DOCU #NICE
#ADSK is cutting ~1,000 jobs (7% of workforce) to reallocate capital toward cloud infrastructure and AI.
This is the pattern now. Even if AI isn't directly replacing workers, it's crowding them out by shifting budget priorities. Companies are choosing AI investments over people.
#MTCH #QRVO #ADSK #BILL #GEN #14b06216-f1e9-49b9-a5a2-bd7004fa2fd8 #coveragefilings
Origin | Interest | Match
Consumer Tech News (Nov 24-28): Lawmakers Target Meta Over Alleged Fraudulent Ads, U.S. Pushes Taiwan To Boost Chipmaking Investment In America & More Chinese President Xi Jinping emphasized pr...
#AAPL #ADSK #AMD #AMZN #BABA #Consumer #Tech #CSCO #DELL #Equities #HPQ
Origin | Interest | Match
Consumer Tech News (Nov 24-28): Lawmakers Target Meta Over Alleged Fraudulent Ads, U.S. Pushes Taiwan To Boost Chipmaking Investment In America & More Chinese President Xi Jinping emphasized pr...
#AAPL #ADSK #AMD #AMZN #BABA #Consumer #Tech #CSCO #DELL #Equities #HPQ
Origin | Interest | Match
Consumer Tech News (Nov 24-28): Lawmakers Target Meta Over Alleged Fraudulent Ads, U.S. Pushes Taiwan To Boost Chipmaking Investment In America & More Chinese President Xi Jinping emphasized pr...
#AAPL #ADSK #AMD #AMZN #BABA #Consumer #Tech #CSCO #DELL #Equities #HPQ
Origin | Interest | Match
Dell, Kohl's Corp, Zscaler, Workday And Autodesk: Why These 5 Stocks Are On Investors' Radars Today The U.S. markets closed higher, with the Nasdaq up 0.67% to 23,025.59 and the S&P 500...
#ADSK #DELL #DELL #Equities #KSS #Michael #Bender #News #Top #Trending #Stocks
Origin | Interest | Match
#ADSK AUTODESK, INC. ANNOUNCES FISCAL 2026 THIRD QUARTER RESULTS
www.stocktitan.net/news/ADSK/autodesk-inc-a...
This Week #EARNINGS
#CAAP #BLRX #LOT #A #ZM #KEYS
#NIO #BABA #NIO #KSS #BABA #WOOF #URBN #WDAY #ZS #ADSK
#DE #LI #EH #ALAR #AMBR #CHA #BTC
NEWS: ( NASDAQ: #ADSK ) ADSK Price Target Alert: $370.00. Issued by Berenberg Bank
I like that #ADSK report. They have exposure to AI at the infrastructure layer (through AEC software for datacenter buildouts) and application layer (w/ Fusion, Smart Blocks, Forma, etc). Well-rounded secular DD grower. Good valuation. Nice chart. Looks like a winner.
Stock Market Today: Dow, Nasdaq, S&P 500 Futures Tumble As PCE Index Ticks Up In July—Dell, Marvell, Alibaba Earnings In Focus (UPDATED) U.S. stock futures dropped on Friday following Thursda...
#ADSK #BABA #COOT #DELL #DG #DOOO #Earnings #Equities #MOVE #MRVL #QQQ
Origin | Interest | Match
Stock Market Today: Dow, Nasdaq, S&P 500 Futures Tumble Ahead Of PCE Data—Dell, Marvell, Alibaba Earnings In Focus U.S. stock futures dropped on Friday following Thursday's positive moves...
#ADSK #BABA #COOT #DELL #DG #DOOO #Earnings #Equities #MOVE #MRVL #QQQ
Origin | Interest | Match
#ADSK AUTODESK, INC. ANNOUNCES FISCAL 2026 SECOND QUARTER RESULTS
www.stocktitan.net/news/ADSK/autodesk-inc-a...
With most Q2 reports behind us, NVIDIA still has WS and investors buzzing. Track forecasts and share your own on Estimize Calendar for other big names: ▶️ t.co/NwPe4FN1Oc
#ADSK, #AFRM, #AMBA, #BABA, #BBY, #CRWD, #DG, #DKS, #HPQ, #MDB, #MRVL, #NTNX, #NVDA, #OKTA, #S, #SNOW, #TCOM, #ULTA, #VEEV, #WSM
#ADSK #AFRM #HIMS #366db7f7-4157-4465-b119-b178d00c9c5d #investing
Origin | Interest | Match
So do the highly-specialized ones like #ADSK #IOT #GWRE #VERX #QTWO.
And the more infra-oriented names like #FROG #GTLB #SNOW.
That's probably where you want to be as the AI Application layer splits between disruptors and disrupted.