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The Great Decoupling: How AI-Driven Productivity Rescued the 2026 Global Economy
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMZN
FDX
GOOGL
HON
JPM
MS
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Pause: US Retail Stagnation Throws ‘Soft Landing’ Into Question
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
Tickers
AMZN
DG
TGT
WMT
Exposures
Artificial Intelligence
Economy
Interest Rates
Healthcare’s Renaissance: Sector Outshines Tech as Policy Clarity Sparks Q4 Surge
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
CVS
GEHC
LLY
PFE
UNH
Exposures
Artificial Intelligence
Interest Rates
Tariff
Inflation’s "Stalled Descent": Markets Brace for January CPI Data Amid Shutdown Shadows
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Tickers
AAPL
GS
JPM
LEN
MSFT
Exposures
Artificial Intelligence
Economy
Interest Rates
Labor Market Defies Gravity: January Jobs Report Beats Expectations Driven by AI Infrastructure Surge and Healthcare Demand
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
CAT
EQIX
HCA
MSFT
NVDA
PWR
Exposures
Artificial Intelligence
Economy
Interest Rates
The 2026 Tech Harvest: Why the Sector’s 32% Earnings Surge is More Than Just Hype
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AAPL
AVGO
GOOGL
GS
MS
MSFT
Exposures
Artificial Intelligence
Economy
The $500 Billion Maginot Line: Inside the 2026 AI Infrastructure Supercycle
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMZN
ETN
GOOGL
META
MSFT
MU
Exposures
Artificial Intelligence
Economy
Supply Chain
The Great Rebound: US M&A Activity Rockets 111% as Megadeals Return to Wall Street
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Tickers
COF
CTRA
CYBR
DFS
DVN
ET
Exposures
Artificial Intelligence
Economy
Political
Nuveen to Acquire Schroders for $13.5 Billion, Creating a $2.5 Trillion Transatlantic Asset Management Titan
February 12, 2026
Via
MarketMinute
Tickers
APO
BLK
BX
L3Harris Technologies (LHX) Surges 73% as 'Red Wolf' Wins and Record Munitions Production Redefine Defense Growth
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
BA
LHX
LMT
NOC
RTX
Exposures
Artificial Intelligence
Economy
Supply Chain
Gold Smashes Historic $5,000 Milestone: A New Era for the Global Crisis Currency
February 12, 2026
Via
MarketMinute
Topics
ETFs
Economy
Initial Public Offering
Tickers
AAPL
ABX
FNV
GLD
GOLD
NEM
Exposures
Economy
Interest Rates
Securities Market
Alphabet’s Century-Long Bet: Google’s Parent Smashes Records with $20 Billion Bond Sale to Fuel AI Dominance
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Tickers
AMZN
AVGO
DIS
GOOG
GOOGL
IBM
Exposures
Artificial Intelligence
Debt Markets
Goldman Sachs Predicts 12% S&P 500 Rally in 2026: Five Key Themes for the "Marathon" Bull Market
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
AVGO
BFAM
FICO
GS
IRM
LLY
Exposures
Artificial Intelligence
Economy
Interest Rates
The Great Rotation: Small Caps Surge as 'Trump Trade 2.0' and 'Warsh Shock' Reshape Wall Street
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
Tickers
AMZN
CAT
HBAN
MOH
MSFT
NVDA
Exposures
Artificial Intelligence
Economy
Interest Rates
Oracle’s $300 Billion Gamble: Inside the 4.5GW 'Stargate' Deal Redefining the AI Arms Race
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMZN
GOOGL
MSFT
NVDA
ORCL
SFTBY
Exposures
Artificial Intelligence
Economy
Supply Chain
Permian Powerhouse: Devon and Coterra’s $58 Billion Merger Reshapes the American Shale Landscape
February 12, 2026
Via
MarketMinute
Topics
ETFs
Tickers
CTRA
CVX
DVN
F
FANG
HAL
Palo Alto Networks Completes Historic $25 Billion CyberArk Acquisition to Solidify Identity Security Pillar
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Tickers
CRWD
MSFT
OKTA
PANW
Exposures
Artificial Intelligence
Financial
Google’s $32 Billion Security Gambit: Alphabet Clears Final Major Hurdle in Historic Wiz Acquisition
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
CRWD
GOOG
GOOGL
MSFT
MSI
Exposures
Artificial Intelligence
Debt Markets
Economy
Infrastructure Resilience: Martin Marietta’s 2025 Results Signal Continued Strength in US Public Works
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
MLM
VMC
Exposures
Artificial Intelligence
Economy
Interest Rates
The Silicon Nexus: Applied Materials and Samsung Forge Next-Generation Chip Breakthroughs at the New EPIC Center
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Tickers
AMAT
INTC
LRCX
SSNLF
TOELY
TSM
Exposures
Artificial Intelligence
S&P 500 Breaches 7,000 Milestone: AI Megacaps Propel Market to Historic Heights
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMZN
ASML
EQIX
GS
META
Exposures
Artificial Intelligence
Economy
Interest Rates
AST SpaceMobile Secures $1.0 Billion to Fuel Orbital Dominance Amid Capital Restructuring
February 12, 2026
Via
MarketMinute
Topics
Economy
Tickers
AMZN
ASTS
ASX:TWR
T
VZ
Exposures
Economy
Regulatory
S&P Global Shares Plummet as 2026 Profit Forecast Misses Mark, Shaking Financial Data Sector
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Stocks
Tickers
FDS
GS
MCO
MSCI
NDAQ
SPGI
Exposures
Artificial Intelligence
US Equities
Albemarle Pulls the Plug: Kemerton Idling Signals a Strategic Retreat from Western Lithium Refining
February 12, 2026
Via
MarketMinute
Topics
Economy
Electric Vehicles
Tickers
ALB
ASX:IGO
ASX:PLS
ASX:WES
SQM
Exposures
Electric Vehicles
Interest Rates
Supply Chain
Oracle Secures Landmark CMS Cloud Contract, Cementing Its Dominance in Public Sector Healthcare Infrastructure
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Fraud
Tickers
AMZN
BAH
LDOS
MSFT
ORCL
Exposures
Artificial Intelligence
Legal
PennyMac (PFSI) to Acquire Cenlar’s Subservicing Business in $257 Million Deal
February 12, 2026
Via
MarketMinute
Tickers
COOP
ICE
PFSI
RITM
RKT
UWMC
GLPI Bolsters East Coast Dominance: The $700 Million Bally’s Lincoln Acquisition
February 12, 2026
Via
MarketMinute
Topics
Economy
Retirement
Tickers
BALY
BYD
GLPI
PENN
VICI
Exposures
Interest Rates
Pension
Wabtec Finalizes $960 Million Acquisition of Dellner Couplers to Bolster Rail Tech and Aftermarket Mix
February 12, 2026
Via
MarketMinute
Topics
Economy
Intellectual Property
Supply Chain
Tickers
ALSMY
SIEGY
WAB
Exposures
Economy
Intellectual Property
Supply Chain
Consumer Engine Idles: US Retail Sales Stagnate in December, Casting Shadows Over 2026 Growth
February 12, 2026
Via
MarketMinute
Topics
Economy
Energy
Workforce
Tickers
AMZN
COST
M
TGT
WMT
Exposures
Economy
Fossil Fuels
Interest Rates
Alphabet Shares Fall as $20 Billion Bond Sale Ignites AI Capex Concerns
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Tickers
ADSK
GOOGL
ORCL
Exposures
Artificial Intelligence
Debt Markets
Financial
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