There’s a bottom in place for software stocks after horrid start to 2026, says BTIG

This has not been a kind year for software stocks, but investors in the beaten-down group may soon get some relief.
David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection

“It probably won’t surprise anyone that we are again putting capital preservation at the top of our priorities,” Einhorn said in his latest investor letter.
Jamie Dimon says Anthropic’s Mythos reveals ‘a lot more vulnerabilities’ for cyberattacks

The remarks show how a technology welcomed by corporations as a productivity boon can also pose serious threats, like uncovering new ways to hack into systems.
Stocks making the biggest moves midday: CarMax, Robinhood, Credo Technology, Wells Fargo & more

Here are the names making headlines in midday trading.
What a United-American merger would mean, from antitrust hurdles to airfare

United Airlines CEO Scott Kirby reportedly floated a potential merger with Trump administration officials earlier this year.
CEOs are betting AI will augment work rather than displace all workers

Panelists at the Semafor World Economy conference said artificial intelligence can supplement the work that’s already done, improving its quantity and quality.
U.S.-Iran talks could restart before ceasefire expires: Reports

Traffic through the Strait of Hormuz remains at a trickle, despite President Donald Trump proclaiming that a ceasefire with Iran depended on it reopening.
Blackstone’s Joan Solotar says investors should separate ‘signal from the noise’ in private credit

Joan Solotar, global head of Blackstone Private Wealth, said the capital flight from private credit isn’t justified by the likely returns and potential losses.
Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal

Oracle stocks bounced as software shares continued to recover and the company expanded a capacity deal with Bloom Energy.
Adobe continues to struggle. This options trade doubles down on a potential rebound

Options trader Nishant Pant revisits this bull call spread.