Axon Enterprise stock rebounded 10.7% after plunging 10% the previous day, with no clear cause for the initial decline. Multiple Wall Street analysts issued bullish notes during the company's Axon Week conference, including TD Cowen, Morgan Stanley, and Goldman Sachs, all recommending investors buy the stock on weakness. The company's price-to-sales ratio has fallen to near 10, its lowest since 2023, making the stock appear attractively valued.

The Trade Desk and Axon Enterprise are positioned as undervalued tech stocks with significant growth potential. The Trade Desk operates in the $950 billion digital advertising market with high customer retention, while Axon Enterprise is expanding its AI-driven law enforcement platform. Both stocks are trading below recent highs, presenting potential long-term investment opportunities for patient investors.

Carahsoft Technology Corp. will showcase security solutions alongside 14 technology partners at ISC West 2026 in Las Vegas, featuring demonstrations of cybersecurity, identity verification, and advanced security technologies. The event is expected to attract over 29,000 security professionals from 80+ countries with 750+ exhibitors.

Ten large-cap stocks experienced significant declines during the week of March 9-13, 2026. Fair Isaac Corporation led losses with a 21.59% drop following a $1 billion senior notes offering announcement. Other major decliners included Centene (20.85%), Ulta Beauty (16.04%), Paramount Skydance (15.4%), and Thomson Reuters (13.97%). Declines were attributed to factors including disappointing earnings guidance, analyst downgrades, and broader market pressures across healthcare, beauty, media, and aviation sectors.

Axon Enterprise is highlighted as a promising AI stock with strong growth potential despite being down 40% from recent peaks. The company reported 33% revenue growth to $2.8 billion in 2025 and is launching innovative AI products including Draft One (police report writing tool) and Axon Assistant (voice-activated AI companion). With plans to reach $8 billion in revenue by 2028, Axon is positioned as a potential millionaire-maker stock in the AI boom.

4D Advisors disclosed a new $6.09 million position in Calix (115,000 shares), representing 3.34% of its AUM. Calix shares have surged 55% over the past year, driven by record quarterly revenue of $272 million (32% YoY growth) and a strategic shift toward recurring cloud-based subscriptions for broadband service providers.

PayPal faces acquisition rumors as the company trades at historically low valuations (down 84% from all-time highs). While not a distressed asset, the profitable but low-growth business could attract private equity or strategic buyers like Stripe or Adyen. Analysts debate whether a sale makes sense given the new CEO's turnaround plans, with one predicting nothing will happen in 2026.

Aerospace and defense stocks surged to record levels as Trump indicated a sustained military campaign against Iran is ahead, with the most intense phase still to come. Defense leadership confirmed the operation will extend beyond initial strikes, driving market expectations for increased demand for advanced weapons systems, air defense, and surveillance technologies.

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.