NEW YORK — On February 13, 2026, a seismic shift rattled Wall Street as the long-standing "AI-at-any-price" trade finally met its match. In a session that market veterans are already calling "Software-mageddon," investors staged a violent rotation out of high-growth technology sectors and into the unglamorous but steady arms of Utilities
PALO ALTO, CA — In a startling reversal of fortune for one of the tech sector's most resilient performers, shares of AppLovin Corp (NASDAQ: APP) plummeted 18.3% on February 13, 2026. The sell-off came despite the company reporting quarterly earnings and revenue that significantly surpassed Wall Street’s expectations, marking
SAN FRANCISCO — Shares of Airbnb (NASDAQ: ABNB) soared nearly 6% on February 13, 2026, as investors cheered a robust fourth-quarter earnings report that showcased a double-digit resurgence in travel demand. The rally, which added billions to the company’s market capitalization, followed a financial disclosure revealing that revenue reached $2.
As Meta stock slides on AI spending fears, billionaire Bill Ackman’s bet signals that he sees a rare long-term buying opportunity at a discounted valuation.
The U.S. mergers and acquisitions (M&A) landscape has entered a definitive new era in early 2026, marked by what analysts are calling a "Strategic Rebound." After years of aggressive antitrust intervention and a "litigation-first" posture from federal regulators, the tide has turned toward regulatory pragmatism. Large-cap companies, once
As the mid-February chill settles over Wall Street, investors are heating up their positions in the infrastructure sector, with all eyes turning toward Sterling Infrastructure (Nasdaq: STRL). On February 13, 2026, the company stands at a pivotal junction, preparing to report its fourth-quarter 2025 results and provide a definitive roadmap
The speculative fervor that once propelled artificial intelligence (AI) software to dizzying heights has met its match: the laws of physics. In early 2026, a profound rotation is sweeping through global markets as investors pivot from "disembodied" software applications to the "Physical Bottleneck" of AI—the massive infrastructure of chips,
Bill Ackman’s roughly $2 billion Meta stake, equal to about 10% of Pershing Square’s capital, reflects a high‑conviction bet that the market is underestimating Meta’s AI‑driven cash machine, with Q4 revenue up 24% to nearly $60 billion.
Pinterest reported earnings per share of $0.67 on revenue of $1.32 billion, compared to Wall Street estimates of an EPS of $0.67 on revenue of $1.33 billion.
On February 11, 2026, Meta Platforms Inc. (NASDAQ: META) officially broke ground on a sprawling $10 billion data center campus in Lebanon, Indiana, marking a monumental shift in the company’s infrastructure strategy. The 1-gigawatt (1GW) facility, situated within the state’s burgeoning LEAP Research and Innovation District, is designed
In a decisive move that has sent ripples through the semiconductor sector, Micron Technology (NASDAQ: MU) shares rocketed nearly 10% on Wednesday, closing at a record $410.34. The surge was fueled by an announcement that the Idaho-based memory giant has officially entered volume production for its next-generation HBM4 (High
On February 12, 2026, the financial markets presented a stark dichotomy between fundamental corporate strength and cautious investor sentiment. While Apple Inc. (NASDAQ: AAPL) continues to ride the crest of a massive “AI supercycle” fueled by its latest iPhone 17 lineup, the broader market’s appetite for mega-cap technology stocks
The opening weeks of 2026 have etched a stark portrait of a "two-speed" economy. As of February 12, 2026, the S&P 500 continues to hover near the historic 7,000-point milestone, but the celebratory headline masks a deep internal fracture. A handful of sectors—primarily high-octane Technology and a
The corporate credit markets have been hit by a historic "supply flood" as some of the world’s largest technology firms issued more than $100 billion in new debt during the opening weeks of 2026. This sudden deluge of high-quality paper, driven primarily by the insatiable capital requirements of artificial
In a move that underscores the relentless momentum of the artificial intelligence revolution, Celestica (NYSE:CLS) has significantly upwardly revised its financial targets for the 2026 fiscal year. The Toronto-based electronics manufacturing giant, which has successfully pivoted from a traditional contract assembler to a high-value engineering partner for the world's
In a stunning reversal for one of 2025’s top market performers, AppLovin (NASDAQ: APP) saw its shares crater by 20% following its fourth-quarter earnings report on February 11, 2026. Despite posting "beat-and-raise" results that exceeded Wall Street’s expectations for both revenue and earnings, the Palo Alto-based software company
