The era of worrying about chip shortages has officially ended, only to be replaced by a far more daunting physical constraint: the "Energy Wall." As of February 13, 2026, the artificial intelligence sector has hit a critical juncture where the availability of raw electrical power—not silicon—is the primary
The digital "inspiration engine" is facing a cold reality check. Shares of Pinterest Inc. (NYSE: PINS) plummeted 14.2% in early trading on February 13, 2026, following a disappointing fourth-quarter earnings report and a cautious outlook for the year ahead. Despite achieving a record-breaking milestone in its global user base,
Cisco Systems (NASDAQ: CSCO) reported stellar second-quarter results for fiscal year 2026, delivering record-breaking revenue and earnings that comfortably cleared Wall Street’s hurdles. However, the victory was short-lived as the networking giant’s stock plummeted 7% in early trading on February 13, 2026. The sell-off was triggered by forward-looking
Shares of data center giant Equinix, Inc. (NASDAQ: EQIX) skyrocketed more than 11% in mid-February trading, reaching all-time highs as the company unveiled a bullish 2026 outlook that signaled a structural shift in the artificial intelligence (AI) landscape. The rally was ignited by Equinix’s projection that it will cross
The U.S. equity markets faced a grueling three-session losing streak ending Friday, February 13, 2026, as a wave of "AI capex fatigue" and disappointing corporate guidance sent investors scurrying for safety. The selling pressure, which began as a mild pullback on Wednesday, accelerated into a full-scale rout on Thursday,
CALGARY — The era of artificial intelligence has moved from silicon chips to steel pipes and nuclear reactors. On February 13, 2026, North America’s two largest midstream energy giants, Enbridge Inc. (NYSE: ENB) and TC Energy Corp. (NYSE: TRP), reported blockbuster fourth-quarter earnings for 2025 that blew past Wall Street
In a stark reminder that even stellar growth can fall short of market expectations, AppLovin Corp (NASDAQ: APP) saw its shares plummet by 18% over the last two trading sessions following its fourth-quarter earnings report. Despite posting a "beat-and-raise" quarter that would normally trigger a rally, the mobile advertising giant
Although both stocks trade at reasonably high valuations, they appear well-positioned to benefit disproportionately from locked-in AI infrastructure spending.
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.
