Ten large-cap stocks were top performers during the week of Feb. 23-27, 2026. Circle Internet Group led with a 34.99% gain after strong Q4 results. Netflix, Dell, IonQ, Keysight, and Axon Enterprise also posted significant gains (22-27%) driven by better-than-expected earnings and positive guidance. Other gainers included Paramount Skydance, Block, Thomson Reuters, and First Majestic Silver.

Software stocks have plunged 24% year-to-date amid AI disruption fears, but some SaaS stocks appear oversold. Figma, down 74% from its peak, shows strong growth with 40% revenue increase and GAAP profitability, plus aggressive AI product development. Axon Enterprise, a law enforcement technology leader, posted 39% revenue growth and is investing heavily in AI tools like Draft One for police reports, forecasting $8 billion revenue by 2028.

Axon Enterprise surged 17.46% after delivering strong Q4 earnings, beating revenue estimates with $797 million (vs. $755.3M expected) and adjusted EPS of $2.15 (vs. $1.60 expected). The law enforcement technology company announced a $6 billion revenue target for 2028, implying ~30% annual growth, and credited premium software adoption, TASER 10, and new products for the performance.

Amazon's Ring Super Bowl commercial promoting smart home cameras faced significant backlash over privacy concerns. Senator Ed Markey criticized the ad for promoting facial recognition technology, calling it 'creepy.' Amazon cancelled its planned partnership with surveillance company Flock Safety following public outcry about data sharing with law enforcement and ICE.

Ten large-cap stocks experienced significant declines during the week of January 26-30, 2026. Unity Software fell 31.63% following CEO comments about world models amid competition from Google's Project Genie. Precious metals stocks including Hecla Mining (down 33.33%) and Coeur Mining (down 26.13%) declined after President Trump's nomination of Kevin Warsh for Fed Chair strengthened the dollar. Healthcare stocks UnitedHealth (down 17.87%) and Humana (down 26.07%) fell after analyst downgrades. Other notable losers included The Trade Desk (down 16.61%), First Majestic Silver (down 22.86%), Axon Enterprise (down 20.88%), Reddit (down 16.79%), and Regencell Bioscience (down 13.38%).

LiveView Technologies (LVT) has been recognized as the #1 innovator among 15 companies in Frost & Sullivan's 2025 Mobile Surveillance Radar. The company's AI-driven security solutions, which require no external power or internet, feature advanced capabilities including AI-powered audio deterrents, intelligent threat detection, and forensic video search. LVT's rapidly deployable systems are gaining traction across construction, energy, retail, and public safety sectors.

Axon Enterprise disappointed investors in 2025 with a 4% decline after doubling in 2024. Despite high growth (31% YoY sales increase) and strong long-term opportunities through its ecosystem of public safety products and recurring revenue model, the stock trades at expensive valuations (P/E of 61, price-to-free-cash-flow of 329). While the company justifies premium pricing through excellent performance and market opportunities, investors may want to use dollar-cost averaging for better entry points.

In 2025, Trump's administration implemented aggressive deregulation and protectionist policies across three major sectors. Crypto received institutional support through digital asset frameworks, drone manufacturers benefited from 'buy American' mandates and FAA fast-tracking, while healthcare experienced volatility from price controls and supply chain reshuffling. These policies created winners and losers across each sector.

Axon Enterprise President Josh Isner discusses the company's recent acquisitions of Prepared and Carbyne to launch Axon 911, which aims to streamline emergency response by reducing dispatch time from 2+ minutes to seconds using AI. The company is experiencing strong growth in its AI EAPlan software, with AI bookings expected to exceed 10% of US state and local bookings. Axon is also expanding into enterprise markets like retail with new body camera products and surveillance solutions, while maintaining its focus on less-lethal alternatives to firearms in law enforcement.

The law enforcement software market is projected to grow from USD 18.86 billion in 2025 to USD 40.82 billion by 2033, driven by digital policing technologies, AI-enabled analytics, and cloud-based tools for crime prevention and public safety.

LiveView Technologies (LVT) has appointed three new executives: George Bentinck as Chief Product Officer, Arvind Bobra as Chief Financial Officer, and Mike Johnson as Chief Legal Officer to support the company's expansion and strategic growth.

Mittelman Wealth Management initiated a new $11.41 million position in Evolv Technologies, representing 7.47% of its reportable assets, signaling potential interest in the AI-based security screening company with promising growth metrics.