$TEAM

Valiantys wins Atlassian Partner of the Year 2026 in APAC for fourth consecutive year, with six additional finalist nominations in separate categories.

U.S. stocks fell as Iranian drone strike on UAE port sent crude above $114/barrel, triggering inflation concerns and potential Fed rate hike expectations by March 2027.

Ten large-cap stocks surged 24-29% last week driven by earnings beats and raised guidance. Leaders include Atlassian, Centene, Twilio, and Nokia.

Goldman Sachs CEO argues SaaS sector sell-off was excessive, highlighting Figma and Atlassian as top rebound plays with strong AI adoption and attractive valuations.

S&P 500 and Nasdaq hit record highs May 1 on strong tech earnings, with 80% of companies beating estimates. Oil spiked above $106/barrel, signaling macro headwinds.

Apple's strong Q2 earnings powered U.S. equities to all-time highs Friday, with S&P 500 and Nasdaq 100 advancing on broad tech rally, though energy declined.

$TEAM surges 22.6% after beating earnings with $1.75 EPS versus $0.98 forecast and $1.8B revenue, though GAAP losses widen and profitability remains elusive.

Stock futures advanced Friday as mega-cap earnings beat expectations; Apple rose 3.11%, Twilio surged 20.69%, but Roblox fell 22.10% on guidance concerns.

Atlassian delivered strong Q3 earnings, beating EPS estimates by 33% and posting record revenue growth. Stock surged 17% after-hours on margin expansion and solid guidance.

Enterprise software stocks have fallen 50%+ amid AI disruption fears, but companies integrating AI into their platforms possess durable competitive advantages likely to prevail.

Barclays cuts Atlassian price target by $65 to $100, citing AI disruption concerns, but maintains overweight rating citing Jira and Confluence's relative resilience.

U.S. stocks retreated April 20 amid Middle East tensions, with oil jumping 6% while energy stocks rallied and travel stocks declined.

Atlassian stock rallied 5.17% amid sector reassessment. Investors gain confidence in software firms' AI integration despite no company-specific catalysts.

$SNDK joins Nasdaq-100 April 20, 2026, triggering $600B in automatic buying. Stock surged 300% YTD on AI memory supercycle strength.

SanDisk replaces Atlassian in Nasdaq-100 Index starting April 20, 2026, reflecting shifts in tech sector composition and investor focus.

U.S. workers report significant AI productivity gains, yet job market confidence plummets 23 points to 47% as tech giants slash positions amid automation fears.

Analysts project $ZSCALER and $ATLASSIAN could surge 58-120% amid booming cybersecurity spending forecast to reach $320B by 2029.

Anthropic's Claude CoWork threatens traditional SaaS, but Palantir's specialized defense platform remains insulated through domain expertise and regulatory moats.

Oil surges 84% while Bitcoin crashes 23% in Q1 2026, signaling major rotation from speculative growth toward energy and tangible assets.

Eric Jackson shorts SaaS stocks with excessive AI mentions, citing 5.4% underperformance. He favors cybersecurity and infrastructure plays showing tangible AI benefits.