A Message From Weiss Ratings

Dear Reader,

Several AI-linked stocks have been minting fortunes lately.

Micron has surged over 500% in the past year.

Intel is up more than 250%.

AMD has soared over 250%.

But while investors are busy celebrating the AI boom, a scary new development is taking shape behind the scenes.

You see, the flagbearers of the AI boom have been pumping billions into new AI infrastructure buildout increasingly through debt.

In fact, Amazon, Google, Meta and Oracle issued roughly $194 billion in bonds through early July alone.

And now, the first cracks may be appearing.

According to a recent report, $18 billion in loans tied to a massive Oracle-leased AI data center are already under pressure.

So, what happens if this is just the start? If these enormous AI bets don’t pay off?

And if cracks in the AI debt market begin to spread to other sectors of the market and the economy?

Weiss Ratings Analyst Nilus Mattive believes the consequences could reach far beyond Silicon Valley …

And threaten the wealth and livelihood of millions of ordinary Americans.

See his urgent warning about the coming “American AI Apocalypse” here.

Eliza Lasky
Weiss Advocate

3 Software Stocks Rebounding as AI Fears Give Way to Growth

Authored by Leo Miller. Published: 9/21/2026.

Early in 2026, markets viewed software stocks as among the biggest losers from AI adoption. The advent of “vibe coding” largely drove this sentiment, as it significantly increased software development productivity. This led to fears that traditional software companies would face intense competition, eroding their businesses.

While this view is neither entirely correct nor entirely incorrect, many key software companies are demonstrating their ability to benefit from enterprise AI adoption rather than suffer from it. Several have rebounded sharply as investors reassess those risks.

Atlassian Rises From the Ashes

Productivity software company Atlassian (NASDAQ: TEAM) has arguably seen the most dramatic shift in sentiment among software stocks. Notably, through mid-April 2026, shares were down more than 60% year to date (YTD).

One factor behind this decline was the idea that AI coding tools would reduce employment among software engineers. This could hurt demand for Atlassian’s key products, such as Jira, which helps manage software development and charges based on the number of licenses a company buys.

However, it appears that AI adoption is actually increasing demand for Atlassian’s products, as companies need more help coordinating across teams as they implement AI. In its latest quarter, the company signed a record number of $1 million, $3 million and $5 million deals.

Its Rovo AI assistant is also gaining significant traction. The company notes that more than 80% of Fortune 500 companies use Rovo. Additionally, Rovo-assisted actions increased by 50% in just one quarter, while Rovo adopters increased their annual recurring revenue (ARR) commitments more than twice as quickly as non-Rovo adopters. Amid this success, shares have rebounded sharply from their spring lows.

Salesforce New Order Value Growth Hits a Four-Year High

The tide has also turned in a big way for software giant Salesforce (NYSE: CRM). Through June 2026, Salesforce shares were down approximately 40%, driven by fears that AI would disrupt its seat-based model. However, Salesforce’s latest earnings strongly pushed back against this idea, and shares have recovered much of their earlier 2026 losses.

Last quarter, the company noted that its net new annual order value (NNAOV) growth was the strongest it had seen in four years. NNAOV measures the annual contract value from customers who entered subscriptions during the period. Thus, the company is saying that the size of new commitments is rising at a pace not seen in years. This contradicts the idea that AI would hurt demand for Salesforce’s products.

Meanwhile, the company is finding ways to drive AI growth. Notably, its Agentforce offering reached $1.5 billion in ARR last quarter, up 240% year over year (YOY). The company also announced Claudeforce, its product collaboration with Anthropic, indicating that AI models and Salesforce’s products can be complementary.

Dynatrace Is Winning on AI Observability Demand

Last up is Dynatrace (NYSE: DT). The stock fell considerably less than TEAM and CRM earlier in 2026, declining around 25% through mid-April. However, shares have rallied sharply from their mid-April lows.

Dynatrace is a key player in the observability market, which is rapidly expanding as enterprises implement AI. Using AI agents means enterprises must be able to monitor and correct their performance—a need that Dynatrace’s observability platform addresses. Dynatrace says that 1,000 customers used its platform to observe AI and LLM workloads in production last quarter, up 17.6% in one quarter.

Amid this demand, the company achieved record new customer growth, also called logo growth, of 160% last quarter. Looking ahead, Dynatrace expects the AI observability market to exceed $10 billion by 2030, growing by more than 50% annually. This represents just a portion of the $92 billion total addressable market Dynatrace sees, which includes core observability and application security.

Watch Items Across Atlassian, Salesforce and Dynatrace

Increased adoption of Rovo will be an important indicator for Atlassian going forward. Given that Rovo adopters are increasing their spending more than twice as quickly as non-adopters, further adoption would reflect favorably on Atlassian’s future growth potential.

For Salesforce, a key watch item will be how Claudeforce adoption affects the company’s growth, as it is unclear how Salesforce and Anthropic will share the resulting revenue. If user growth is strong but Salesforce’s revenue receives a limited uplift, it would suggest that Anthropic is benefiting disproportionately.

Dynatrace’s net revenue retention rate (NRR) is another key metric to watch. It stood at 110% last quarter, meaning existing customers spent 10% more year over year. Management expects NRR to improve in the second half of fiscal year 2027. If it does, that would signal stronger expansion among existing customers as Dynatrace capitalizes on rising AI observability demand.

A Message From Chaikin Analytics

Dear Reader,

Marc Chaikin just issued a shocking new prediction about AI.

And we encourage anyone with money in the markets to pay very close attention.

Why? Chaikin is one of Wall Street's most respected investment minds.

His former clients have included billionaires like Steve Cohen, owner of the New York Mets...

D.E. Shaw, founder of one of the world's leading money-management firms...

And George Soros, founder of the Quantum Fund with Jim Rogers...

He pioneered computerized trading on Wall Street.

His Chaikin Money Flow indicator is built into every Bloomberg trading terminal on Earth.

He used his 20-factor Power Gauge system to predict:

• The Covid Crash of 2020
• The Stealth Bear of 2022
• The "Liberation Day" Plunge of 2025
• And countless other events going back 50-plus years

His system flashed bullish on Micron before it soared 970% in one year...

Celestica before it soared 6,600%...

And Nvidia before it skyrocketed more than 50,000%...

But he's calling his new prediction the biggest and most important of his career.

According to Chaikin, a $248 trillion "White Swan" event is about to disrupt AI.

It involves a radical new breakthrough in AI data centers.

This new technology uses 99% less electricity.

It uses 99% less water.

It uses 99% less space than current data centers.

Yet it's more than 1 trillion times more powerful when it comes to generating major scientific breakthroughs.

"If our research is correct, This will shorten discovery timelines from years to days or even hours," says the veteran analyst.

That means breakthroughs that would take 5 years with current AI tech will come in just 5 days – accelerating timelines by 360-fold.

One former IBM executive calls this new tech: "A scientific instrument for the ages.

And it could secure America's AI dominance over China for generations.

Which is why the White House is spending billions to expedite the launch right now.

Even better?

The company behind this breakthrough recently flashed "bullish" in Chaikin's system.

Now he says it could be the best AI investment for at least the next 5 years.

Chaikin reveals all the details for free here, in his brand-new presentation.

He even reveals the name and ticker of the company behind the coming breakthrough about halfway through the video.

But fair warning: This is very timely information.

Chaikin says he reserves the right to take it offline at any moment.

So don't wait. Click the link above to check it out while you still can.

Sincerely,

Vic Lederman
Publisher, Chaikin Analytics

P.S. We recommend checking out Marc's presentation right now. Drop whatever you're doing. When this company's new AI tech launches, his research shows it'll render all current AI tech virtually obsolete – instantly. How? By accelerating AI breakthrough times 360X. (Breakthroughs that were supposed to come in 5 years could come in 5 days.) The time to invest is now, he says. And he reveals the full story – and stock ticker – here, for free. Don't delay. This launch will happen before the end of this year.

Is Nike's Index Demotion a Warning or a Buying Opportunity?

Submitted by Sam Quirke. Posted: 9/12/2026.

Being dropped from an exclusive club is rarely a good look, and for Nike Inc. (NYSE: NKE), the blow could hardly come at a worse time. The sportswear giant is set to be removed from the S&P 100, the index of America's 100 largest companies, later this month in a symbolic demotion that highlights how far this former market darling has fallen.

The numbers behind the decline are sobering. Nike shares are down more than 40% so far this year and recently fell below $40 for the first time since 2014. The grinding slide has erased years of gains.

For a brand once synonymous with winning, the past couple of years have been humbling.

However, with a much-anticipated earnings report now just weeks away, it's worth asking whether this latest indignity is a warning that worse is still to come or a sign that the worst-case scenario is finally priced in.

Why the Demotion Is a Symptom, Not the Disease

First, it's important to be clear about what the index change does and doesn't mean. Nike isn't being kicked out of the market altogether; it will remain a member of the S&P 500. Its exit from the smaller but more elite S&P 100 reflects the fact that its market value has shrunk while other companies, mostly in the tech sector, have grown large enough to earn promotion.

The practical effect will be some mechanical selling, as funds that track the S&P 100 are forced to sell their Nike shares. That could weigh on the stock in the short term, but it says little about Nike's underlying business or the value of its brand.

In other words, the demotion symbolizes Nike's troubles rather than creating a new problem of its own. To determine whether the demotion is a warning or an opportunity, investors must look past the headline and examine the business itself.

The Case for Staying Cautious

Here, the bears have plenty of ammunition. Nike's revenue has been stuck in reverse, with sales down considerably in recent quarters, while its important direct-to-consumer business, particularly its digital operation, is in outright decline. From that perspective, this doesn't look like a company that's beginning to turn the corner.

China, once one of the company's most reliable growth engines, has also become a serious worry. Sales in the region fell sharply again in the latest quarter, pressured by weaker demand, aging inventory and tariff-related headwinds. Rebuilding its position there will likely be a slow, costly process that weighs on revenue for some time. Then there is the competition. Nimble upstarts have been taking share from Nike in the running and lifestyle categories it once dominated, while established rivals continue to press their advantage.

The bears' concern is simple: reviving Nike's sporting credentials may not be enough to restore the cultural status that made it a phenomenon. The fact that the stock still trades at nearly 20 times earnings despite shrinking sales only adds to their unease, especially when fellow fallen athleisure name Lululemon Athletica Inc. (NASDAQ: LULU) can be bought for around eight times earnings.

The Case for Being Brave

Yet the bull case rests on the conviction that Nike's problems are self-inflicted and therefore fixable. CEO Elliott Hill has spent much of the past two years driving an ambitious turnaround, refocusing the company on sport and performance innovation while repairing the wholesale relationships neglected by an earlier strategy. There are signs that this effort is starting to pay off, with Nike's running business gaining ground and its wholesale business returning to growth.

The bulls' central point is that Nike's brand remains one of the most powerful on the planet, while its scale and cultural reach are nearly impossible for newcomers to replicate. From this perspective, the weakness reflects strategic missteps rather than a permanently broken franchise—the kind of stumble that can create a rare buying opportunity in a world-class company.

Warning or Opportunity?

So, with the stock about to exit the S&P 100 index, where does that leave investors? Nike offers a compelling case for both camps. For the cautious, a business that is still shrinking, struggling in China and facing increasingly stiff competition is one to avoid until clear evidence of a turnaround emerges. The falling knife, in other words, has yet to hit the floor.

For the brave, however, a beaten-down global icon with a credible recovery plan and a deeply discounted share price is precisely the sort of contrarian bet that can pay off handsomely. With earnings due at the start of October, both camps will soon have fresh evidence to test their convictions. Until then, whether Nike is a warning or an opportunity comes down to a single question: Do you believe one of the world's great brands has forgotten how to win, or has it merely lost its way?