Software stocks plummeted Tuesday after Anthropic and AWS announced AI agents that automate office tasks, threatening the traditional subscription business model.

McDonald’s (MCD) dips after USA President sells $104K in shares. Analysts set price targets up to $385 amid new value menu launch and 50-year dividend streak.

Arm Holdings (ARM) stock surged 12% after unveiling its first self-designed chip and receiving an upgrade from Raymond James to Outperform with $166 target.

Palantir (PLTR) stock rose 1.25% after-hours as the company joins a consortium developing software for the $185B Golden Dome antimissile defense shield.

Tesla (TSLA) shares gain as Wedbush reaffirms $600 target after Musk unveils Terafab chip factory. Barclays remains cautious with $360 price target.

US delivers 15-point peace plan to Iran via Pakistan. Oil crashes 6%, stock futures climb 1% as markets anticipate Tehran’s response to ceasefire proposal.

Meta (META) introduces first executive stock options since 2012 IPO. Initial payout requires 88% price increase to $1,116.08 per share from current levels.

Circle (CRCL) stock plunged 20% on regulatory worries and Tether competition, while Cathie Wood’s Ark Invest purchased $16.34M in shares during the selloff.

Alibaba (BABA) stock retreated after Q4 earnings showed steep profit decline. Cloud revenue surged 36% as AI workloads grew triple digits again.

Epic Games cuts 1,000 jobs as Fortnite engagement drops in 2025. CEO Tim Sweeney cites spending exceeding revenue, marking the company’s second major layoff.