Stock Market Today: S&P 500, Dow Futures Rise On Stronger-Than-Expected April Jobs Data— Cloudflare, BILL, CoreWeave In Focus (UPDATED)

U.S. stock futures rose on Friday following Thursday's declines, buoyed by Trump's characterization of a U.S.-Iran military exchange near the Strait of Hormuz as a 'love tap.' Markets await April non-farm payroll data. The S&P 500 and Nasdaq 100 advanced in premarket trading, while individual stocks showed mixed results with Cloudflare plunging 16.74% despite strong earnings due to workforce cuts, BILL Holdings jumping 7.09% on revenue growth, and Coinbase falling 3.62% after missing revenue estimates.

05/08/2026, 8:53 AM • Benzinga

Stock Market Today: S&P 500, Dow Jones Futures Rise Amid Trump's 'Love Tap' To Iran Near Hormuz Strait—Cloudflare, BILL, CoreWeave In Focus

U.S. stock futures rose on Friday following Thursday's declines, buoyed by Trump's characterization of a U.S.-Iran military exchange near the Strait of Hormuz as a 'love tap.' Markets await April non-farm payroll data, with the Fed expected to hold rates steady in June. Tech stocks led gains while several companies reported mixed earnings results.

05/08/2026, 5:10 AM • Benzinga

Starboard Value Takes Stake in Fluor as Industrial Investment Cycles Reaccelerate

Activist investor Starboard Value LP acquired a 5.19 million share stake in engineering and construction firm Fluor Corporation worth $205.73 million, representing 3.9% of its reportable assets. The investment reflects confidence in Fluor's ability to capitalize on accelerating industrial and energy infrastructure investment cycles, though investors will monitor whether the company can convert its growing project backlog into steady, profitable earnings without cost overruns.

03/04/2026, 3:04 PM • The Motley Fool

Starboard Value LP Opens Major Stake in Clearwater Analytics’ Investment Accounting Platform

Activist investor Starboard Value LP has acquired a significant 4.55% stake in Clearwater Analytics, purchasing 9,959,031 shares valued at $240.21 million. The investment in the cloud-based investment accounting software provider reflects confidence in its structural competitive advantages, including high switching costs and regulatory requirements that create sticky recurring revenue. However, the stock has underperformed the market by 26.7 percentage points over the past year.

02/27/2026, 10:26 PM • The Motley Fool

Is This Super Software Stock a Buy After Its Dramatic 86% Decline? Here's What Wall Street Thinks

Bill Holdings, a software company serving small and medium-sized businesses with accounts payable and receivable solutions, has declined 86% from its 2021 peak. Despite slowing growth as the company prioritizes profitability over expansion, Wall Street analysts are bullish with 15 of 24 recommending a buy. The stock trades at a P/S ratio of 3, its cheapest since going public in 2019, with an average price target suggesting 25% upside potential.

02/24/2026, 9:05 PM • The Motley Fool

BILL Stock Down 24%, Core Revenue Up 17%: Why a 14% Portfolio Bet Signals Conviction

Barington Companies Management significantly increased its stake in Bill Holdings (BILL) by purchasing 325,000 shares worth $16.70 million in Q4, bringing the position to 14% of its portfolio. Despite BILL stock declining 24% over the past year, the company's core revenue grew 17% and transaction fees increased 20%, suggesting strong operational performance that may justify the investor's conviction.

02/16/2026, 12:22 PM • The Motley Fool

Americold Stock Down 40% This Past Year, so Why Did One Fund Just Invest $3 Million?

Barington Companies Management initiated a new position in Americold Realty Trust, purchasing 300,000 shares worth $3.86 million in Q4 2025, despite the stock declining 38.7% over the past year. The investment represents 2.53% of the fund's assets, suggesting confidence that operational improvements and better occupancy could stabilize earnings and reflect cyclical pessimism rather than structural weakness.

02/16/2026, 12:02 PM • The Motley Fool

Did Anthropic Just Give Investors Another DeepSeek Moment?

Anthropic's launch of Claude Cowork, an AI tool designed to replace multiple software tools, triggered a significant sell-off in SaaS stocks. Software companies like Shopify, Monday.com, and Fastly dropped 15-23%, similar to the market's reaction to DeepSeek last year. However, analysts suggest the impact varies by company type—mission-critical, deeply integrated software providers are better positioned to weather AI disruption than single-function tools. Meanwhile, January job data showed the lowest openings since 2020 and highest layoffs since 2009, though unemployment remains historically average.

02/11/2026, 8:15 AM • The Motley Fool

3 Stocks That Benefit if Companies Cut Costs in 2026

As companies focus on cost-cutting and operational efficiency in 2026, software platforms that automate payroll, accounts payable, and human capital management are positioned to benefit. Three stocks highlighted are ADP (a blue-chip dividend king with consistent growth), BILL Holdings (a turnaround story in business payments automation), and Paycom Software (specializing in employee self-service HCM automation with potential 40% upside).

01/12/2026, 1:08 PM • Investing

Starboard Value Takes a Hefty 8% Stake in Bill Holdings: Should Investors Buy Too?

Starboard Value LP acquired a significant 7,024,848 share stake in Bill Holdings, valued at $372.11 million, becoming the firm's fourth-largest holding. The investment suggests potential strategic changes or value generation for the cloud-based financial software company.

11/17/2025, 4:09 PM • The Motley Fool

Deal Dispatch: Warner Bros., Bill.com, C3 AI—Key Auctions And Buyouts Shake The Market

Multiple companies are exploring potential sales and acquisitions, including Bill.com, C3 AI, Warner Bros. Discovery, and Sealed Air. Major tech, media, and private equity firms are actively bidding and considering strategic moves in various sectors.

11/14/2025, 3:34 PM • Benzinga

Stock Market Today: Nasdaq, Dow Jones, S&P 500 Futures Rise Ahead Of House Vote To Reopen Government— Bill Holdings, AMD, Cisco In Focus (UPDATED)

U.S. stock futures rose on Wednesday, with investors awaiting a House vote to end the government shutdown. Markets are anticipating potential Federal Reserve interest rate cuts, with key tech and financial stocks showing notable movements.

11/12/2025, 8:30 AM • Benzinga

Stock Market Today: Dow Jones, S&P 500 Futures Rise Ahead Of House Vote To Reopen Government—Bill Holdings, AMD, Cisco Systems In Focus

U.S. stock futures rose on Wednesday, with investors awaiting a House vote to end the government shutdown. Markets are anticipating potential Federal Reserve interest rate cuts, with key tech and financial stocks showing notable movements.

11/12/2025, 5:32 AM • Benzinga