S&P 500 changes are coming soon. These stocks could be named to the index today.
MarketWatch·- S&P Dow Jones Indices is expected to announce benchmark index changes during the upcoming quarterly rebalancing, with three swaps anticipated to take effect before the market opens on September 21. - Top contenders for inclusion in the S&P 500 include Twilio, Bloom Energy with a market cap of about 72 billion, and Cheniere Energy with a market cap of 60 billion. - Companies such as Builders FirstSource, Trade Desk, and Norwegian Cruise Line Holdings face potential demotion risks due to their small sizes.The Agentic Shift: How AI is Rewriting the SaaS Economic Paradigm
Global Report·- The SaaS industry is transitioning from a seat-based subscription model to an AI agent-driven era focused on enhancing per-user value without increasing client headcount. - Twilio achieved record revenues of 1.5 billion dollars in the second quarter of 2026, while Zoom expanded its enterprise business and saw virtual seat clients surge by 256 percent due to AI integration. - Companies like Datadog and Zscaler are reinforcing platform integration and expanding security infrastructure to meet complex enterprise demands, confirming that future market winners will be platforms converting AI capabilities directly into operational efficiency.Whale Rock's top Q2 moves include SNOW, TWLO buys, RBLX exit, others
MSN·- Whale Rock Capital Management released its latest 13F filing detailing its investment portfolio moves during the second quarter. - The hedge fund established new stakes in Snowflake with 884.7K shares and Twilio with 821.7K shares. - The firm also significantly increased its holdings in Advanced Micro Devices to 1.51M shares from 69.2K shares.