Nasdaq 100 Rallies, Oil Sinks To $75 On Iran Peace Deal: Stock Market Today

U.S. stocks rebounded Thursday with the Nasdaq 100 leading gains on a semiconductor rally fueled by an Intel-Apple chip manufacturing partnership. Oil prices tumbled 2.2% to $75/barrel following a U.S.-Iran peace deal and Strait of Hormuz reopening. The S&P 500 rose 1.2% while the Russell 2000 fell 0.7% amid mixed market performance.

06/18/2026, 12:33 PM • Benzinga

What to Know About This Fund's $39 Million EPAM Exit After a 43% Stock Decline

Owls Nest Partners IA liquidated its entire 230,246-share position in EPAM Systems for approximately $39.37 million as the stock declined 43% over the past year. Despite EPAM showing operational improvements in Q1 2026 with 7.6% revenue growth and raised full-year guidance, the fund chose to exit entirely rather than wait for recovery.

05/23/2026, 7:34 PM • The Motley Fool

This Investor Is Betting $16 Million on a Software Stock Down 17% This Past Year. Here's What to Know

Blue Door Asset Management added 88,100 shares of NICE (valued at $10.64 million) in Q4 2025, bringing its total position to 142,900 shares worth $16.15 million. Despite NICE stock declining 16.5% over the past year, the company showed strong fundamentals with 8% revenue growth to $2.95 billion, 13% cloud segment expansion, and 43% EPS growth in 2025, with AI products driving accelerating adoption.

03/15/2026, 11:32 AM • The Motley Fool

Waystar Stock Is Down 32% This Past Year, but One Fund Bought Up $11.5 Million Last Quarter

Despite Waystar's stock declining 31.5% over the past year, Blue Door Asset Management purchased 322,600 shares worth $11.49 million in the latest quarter. The healthcare software company reported strong fundamentals with $1.10 billion in revenue (up 17% YoY) and adjusted EBITDA of $462 million (up 21% YoY), suggesting institutional confidence despite market weakness in software stocks.

03/15/2026, 11:23 AM • The Motley Fool

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of EPAM Systems, Inc. - EPAM

Pomerantz Law Firm is investigating potential securities fraud claims against EPAM Systems following the company's disclosure on February 19, 2026 that its largest NEORIS customer is ramping down business. The announcement triggered a 6.61% stock price decline ($9.20 per share) over two trading sessions. The firm is also investigating similar claims against Chemours Company and Alight, Inc.

03/10/2026, 4:56 PM • GlobeNewswire

EPAM STOCKHOLDER ALERT: Bragar Eagel & Squire, P.C. is Investigating EPAM Systems, Inc. on Behalf of EPAM Stockholders and Encourages Investors to Contact the Firm

Law firm Bragar Eagel & Squire is investigating EPAM Systems for potential federal securities law violations following the company's February 19, 2026 earnings report. EPAM's CFO disclosed a significant revenue decline from its largest NEORIS customer, causing the stock to fall 6.61% ($9.20 per share) to $129.96 on February 23, 2026. The firm is seeking affected stockholders to discuss legal options.

03/02/2026, 8:17 PM • GlobeNewswire

Why EPAM Systems Sank This Week

EPAM Systems stock fell 16.4% this week despite beating Q4 earnings expectations on revenue and EPS. The decline was driven by muted 2026 guidance showing deceleration in growth rates and concerns about AI disruption in the consulting industry. The company now trades at a low 11x adjusted EPS multiple, presenting either a buying opportunity or potential value trap depending on AI's actual impact on consulting services.

02/20/2026, 12:05 PM • The Motley Fool

Retail and Tech Earnings Recap: Walmart, Wayfair and EPAM Post Strong Q4 Results

Walmart, Wayfair, and EPAM Systems reported strong Q4 2025 earnings results. Walmart achieved $190.7B in revenue with 5.6% YoY growth driven by eCommerce surge, Wayfair beat EPS expectations significantly with improved profitability, and EPAM delivered 12.8% revenue growth fueled by AI and digital transformation services. All three companies provided positive guidance for 2026.

02/20/2026, 8:31 AM • Investing

Why EPAM Systems Stock Just Crashed

EPAM Systems stock plummeted 18.4% despite beating earnings expectations with $3.26 EPS vs. $3.16 expected and $1.4B+ in sales. However, GAAP profits declined 14% year-over-year, raising concerns about profitability. The company projects 20% earnings growth in 2026, suggesting the sell-off may present a buying opportunity at a 16.8x P/E ratio.

02/19/2026, 10:35 AM • The Motley Fool

3 More of the Hottest Stocks in the S&P 500 Heading Into the New Year

The article highlights three S&P 500 stocks with strong recent performance and promising outlooks for 2026: Dollar General, Expedia Group, and EPAM Systems, each showing positive financial results and upward momentum.

12/11/2025, 3:37 PM • The Motley Fool

These 3 Tech Stocks Could Be the Best Opportunities You Are Overlooking

The article highlights three under-the-radar tech stocks with potential upside: Align Technology, Marvell Technology, and EPAM Systems. These companies offer unique opportunities beyond the Magnificent Seven tech stocks, with strong fundamentals and growth potential in their respective niches.

11/17/2025, 2:28 PM • Investing

Buyback Accelerators: 3 Stocks Boosting Capacity and Spending Speed

Three financial companies - Capital One, EPAM Systems, and Barclays - have recently announced significant share buyback programs, potentially boosting investor value through reduced share counts and improved financial metrics.

10/28/2025, 11:30 AM • Investing

3 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now

Despite concerns about an AI bubble, three companies show strong potential for AI-driven growth: Amazon, EPAM Systems, and ASML. Each company offers unique advantages in cloud computing, IT services, and semiconductor manufacturing that position them well in the evolving AI landscape.

10/27/2025, 4:20 AM • The Motley Fool

Are AI Stocks Outperforming the Market This Year?

AI stocks experienced volatility in 2025, with initial drops followed by a strong recovery. The Morningstar Global AI Select Index is up 16% year-to-date, outperforming the S&P 500, with significant variations among individual AI stocks.

08/13/2025, 4:15 PM • Investing