Stock Markets
Vertiv surges after strong Q4 results as AI data-center backlog reportedly doubles
Feb 15, 2026 10:36Vertiv shares jumped on a strong quarter, with management pointing to booming AI data-center demand and a sharply larger backlog.
Yield-curve watch: 10-year/3-month spread turns positive again, reviving recession debate
Feb 15, 2026 10:36The closely watched 10Y–3M yield spread flipped back above zero, prompting renewed discussion of what the curve is signaling about growth.
Spotify jumps on upbeat outlook as subscriber growth worries ease, but valuation questions linger
Feb 15, 2026 10:36Spotify shares rallied after guidance helped calm fears about subscriber growth and margins, though the stock’s valuation remains a debate.
Amazon slips after earnings; bulls point to retail margin gains and AWS capex-driven growth
Feb 15, 2026 10:36Amazon fell in post-earnings trade, but optimists argue retail efficiency and stepped-up AWS investment could support the longer-term case.
U.S. stocks log a second straight weekly drop as tariff uncertainty and Fed expectations weigh on sentiment
Feb 15, 2026 10:36Major indexes retreated in the week ahead of the Presidents' Day holiday, with the Nasdaq extending its slide as investors weighed tariff legal risks and a busy stretch of economic and earnings catalysts.
Kraft Heinz pauses split plan as new CEO touts turnaround; Berkshire CEO Greg Abel backs move
Feb 15, 2026 10:36Kraft Heinz hit pause on a previously announced separation plan after its new CEO said the opportunity is larger than expected — a reversal supported publicly by Berkshire Hathaway CEO Greg Abel.
U.S. inflation cools to 2.4% in January, but tariffs and data quirks complicate the picture
Feb 15, 2026 10:36The latest CPI report shows headline inflation easing, yet economists warn tariff-driven pressures and a government-shutdown data gap may be masking underlying price trends that matter for rates and stocks.
January inflation cools to 2.4%, but tariff-related pressure remains a market risk
Feb 15, 2026 10:36The January CPI slowed to 2.4% year over year, below December’s pace, but economists warn policy-driven price pressures could keep the Fed cautious.
Berkshire’s Abel backs Kraft Heinz as it pauses planned split, easing overhang for KHC shares
Feb 15, 2026 10:36Kraft Heinz paused work on a separation plan after a CEO change, drawing support from Berkshire CEO Greg Abel and potentially reducing pressure for a stake sale.
Nvidia dips while AMD rises after Arista CEO flags shift in AI accelerator deployments
Feb 15, 2026 10:36Arista’s CEO said 20%–25% of current deployments favor AMD accelerators, a notable signal in a market Nvidia has dominated.
Warner Bros. Discovery investors grow restless as Paramount and Netflix battle for control
Feb 15, 2026 10:36MarketWatch reports that large Warner Bros. Discovery shareholders may lose patience as Paramount Skydance presses a hostile tender offer against a rival Netflix bid.
Instacart surges as results ease competition fears and outlook beats estimates
Feb 15, 2026 10:36Instacart shares jumped after better-than-expected results and a stronger forecast, with management calling competitive worries in grocery delivery “overblown.”
S&P 500 ends nearly flat as investors digest softer inflation and AI-driven sector churn
Feb 15, 2026 10:36U.S. stocks finished close to unchanged after a cooler inflation backdrop, while traders continued rotating across sectors as AI disruption fears and company-specific catalysts drove sharp divergences.
Berkshire CEO backs Kraft Heinz pivot as company pauses split plan
Feb 15, 2026 10:36Kraft Heinz’s new CEO moved to pause the company’s planned separation, drawing public support from Berkshire Hathaway CEO Greg Abel — a key signal for a stock widely held by long-term value investors.
Nvidia slips while AMD rises after Arista flags shift in AI accelerator deployments
Feb 15, 2026 10:36Arista Networks’ CEO said AMD is now powering roughly 20%-25% of some customer deployments, a comment that helped send Nvidia lower and AMD higher as investors reassess AI chip share dynamics.
U.S. inflation cools to 2.4% in January, but utilities and heating costs stay elevated
Feb 15, 2026 10:36The January CPI report showed inflation easing versus December, yet economists warn tariff and labor-supply policies may keep pressure on some categories — and a data quirk from last fall’s shutdown may understate the true pace.
Nvidia dips while AMD climbs after Arista CEO flags shifting AI accelerator deployments
Feb 15, 2026 10:35CNBC reports Nvidia shares fell while AMD rose after Arista’s CEO said 20%–25% of deployments now favor AMD accelerators—an incremental shift that traders read as a competitive signal in AI chips.
Fed credibility and the rate path: MarketWatch weighs Powell’s ‘Too Late’ label against jobs and inflation ‘beats’
Feb 15, 2026 10:35MarketWatch argues recent macro surprises have bolstered the case that the Fed avoided political pressure, as investors recalibrate expectations ahead of leadership transition chatter.
Options traders brace for a heavy earnings week as S&P 500 technical ‘breakouts’ falter
Feb 15, 2026 10:35MarketWatch flags a busy earnings calendar and elevated implied volatility in select names, with traders focusing on short-dated straddles and post-earnings moves as technical signals soften.
Instacart stock jumps as fourth-quarter results beat expectations and outlook tops estimates
Feb 15, 2026 10:35Instacart shares surged after the company posted a beat-and-raise quarter, easing fears about intensifying competition in grocery delivery and potential AI disruption.
January 2026 inflation cools to 2.4%, but economists warn of tariff and data distortions
Feb 15, 2026 10:35The latest CPI reading showed year-over-year inflation easing in January, with gasoline prices falling and food inflation still elevated. Economists flagged tariffs, immigration policy, and shutdown-related measurement quirks as key swing factors.
Nvidia slips while AMD rises after Arista CEO says some AI deployments are shifting
Feb 15, 2026 10:35Shares of Nvidia and AMD diverged after Arista Networks’ CEO said AMD is becoming the preferred accelerator in roughly 20% to 25% of certain deployments, highlighting incremental competition in the AI infrastructure stack.
Roku shares jump after earnings beat as premium subscriptions hit record net adds
Feb 15, 2026 10:35Roku stock rose after the company beat estimates, swung to profit, and guided above consensus. Management pointed to accelerating subscription adoption and plans to bundle premium subscriptions.
Nvidia slides while AMD rises after Arista hints at a shift in AI accelerator demand
Feb 15, 2026 10:35Shares of Nvidia fell and AMD gained after Arista Networks’ CEO said a growing slice of deployments is leaning toward AMD accelerators — a small signal investors are watching closely for cracks in Nvidia’s AI-chip dominance.