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The Giga-Cycle Arrives: Global Chip Equipment Spending Set to Smash Records at $135 Billion in 2026
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMAT
ASML
INTC
KLAC
LRCX
SSNLF
Exposures
Artificial Intelligence
Economy
Financial
Meta Platforms Breaks Ground on Massive $10 Billion Indiana Data Center: A Giant Leap Toward 'Personal Superintelligence'
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AES
ANET
DUK
GOOGL
LLY
META
Exposures
Artificial Intelligence
Financial
Supply Chain
Cisco’s Cautionary Tale: 11.6% Plunge as AI-Fueled Component Costs Eat Into Hardware Margins
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
AMZN
ANET
CSCO
GOOGL
HPE
MSFT
Exposures
Artificial Intelligence
Coal
Economy
Mattel Shares Plummet 24% as Holiday Sales Slump and Dim FY2026 Guidance Shake Investor Confidence
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Tickers
HAS
JPM
MAT
TGT
TSX:TOY
WBD
Exposures
Artificial Intelligence
Financial
The Next Semiconductor Winner Might Not Be Nvidia
February 12, 2026
Via
Barchart.com
Topics
Artificial Intelligence
Stocks
Tickers
AMD
NVDA
Exposures
Artificial Intelligence
US Equities
Amazon, Microsoft, and Alphabet Stocks Plummet on AI Investments. These 3 Stocks Are Set to Win.
↗
February 12, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Supply Chain
Tickers
AMZN
APLD
MSFT
NVDA
TSM
Exposures
Artificial Intelligence
Financial
Supply Chain
The Great Rotation: Healthcare Emerges as the S&P 500’s New Crown Jewel in 2026
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
ABBV
AMZN
CVS
LLY
MRK
UNH
Exposures
Artificial Intelligence
Debt Markets
Intellectual Property
Micron Technology (MU) Jumps 9% on HBM4 Volume Production and Sold-Out 2026 Outlook
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AMAT
AMD
AMZN
GOOGL
LRCX
META
Exposures
Artificial Intelligence
Supply Chain
Sixth Street Specialty Lending (NYSE:TSLX) Beats Q4 CY2025 Sales Expectations
February 12, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
AAPL
MSFT
TSLX
Exposures
Artificial Intelligence
Apple’s iPhone 17 Supercycle Hits Record Highs as High-Cap Tech Faces Market Turbulence
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
AMZN
GOOGL
META
MS
NVDA
Exposures
Artificial Intelligence
Interest Rates
Supply Chain
Fastly Shares Skyrocket 44% as Agentic AI Revolution Ignites Record Earnings and 2026 Outlook
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AKAM
AMZN
FSLY
GOOGL
NET
Exposures
Artificial Intelligence
Economy
Financial
The Superconducting Leap: Microsoft Tests ‘Lossless’ Power Lines to Break the AI Energy Wall
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Tickers
AMSC
AMZN
EXC
GOOGL
MSFT
NEE
Exposures
Artificial Intelligence
Economy
Supply Chain
Why CBRE Group Sank Today
↗
February 12, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Economy
Tickers
CBRE
Exposures
Artificial Intelligence
Financial
Interest Rates
IBM's AI Sentiment Reset: A 6.5% Slide Marks a 'Great Rotation' in the Tech Landscape
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
ADBE
CFLT
CRM
IBM
NOW
Exposures
Artificial Intelligence
Interest Rates
US Equities
Este Favor Wins Best Hair Transplant Center Award at Istanbul Ceremony
February 12, 2026
Via
Get News
Topics
Artificial Intelligence
Tickers
HLT
Exposures
Artificial Intelligence
Zebra Technologies Shares Soar 14% on Massive Q4 Revenue Beat and Bullish 2026 Forecast
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Tickers
ABB
CGNX
HON
PI
TER
WMT
Exposures
Artificial Intelligence
Supply Chain
Equinix Shares Surge 11% as AI Infrastructure Boom Fuels Record Bookings and Bullish 2026 Outlook
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
CRM
DLR
IRM
Exposures
Artificial Intelligence
Economy
Financial
Shares of AppLovin Are Getting Crushed. Time to Buy?
↗
February 12, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Tickers
APP
Exposures
Artificial Intelligence
Financial
Stock Market Today, Feb. 12: Amazon Falls After Analyst Cuts Target on AI Spending Concerns
↗
February 12, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Tickers
AMZN
BABA
WMT
Exposures
Artificial Intelligence
US Equities
Vertiv Shares Skyrocket 23% as AI Infrastructure "Supercycle" Drives Record $15 Billion Backlog
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMD
AMZN
CSCO
ETN
MSFT
NVDA
Exposures
Artificial Intelligence
Financial
Lead
Alphabet’s $20 Billion AI Infrastructure Play: The Rise of the Century Bond
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
GOOGL
IBM
MSFT
MSI
NVDA
Exposures
Artificial Intelligence
Debt Markets
Economy
The "AI Scare Trade": Real Estate Service Giants Plunge as Automation Fears Grip Wall Street
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Tickers
BXP
CBRE
CWK
JLL
NMRK
SLG
Exposures
Artificial Intelligence
Dow Sheds Over 600 Points Amid Growing AI Concerns
↗
February 12, 2026
Via
Talk Markets
Topics
Artificial Intelligence
Stocks
Exposures
Artificial Intelligence
US Equities
S&P 500 Eyes the 7,000 Horizon: A New Era of Market Milestones and AI Anxiety
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
ADBE
BTU
CRM
EQIX
IBM
LUMN
Exposures
Artificial Intelligence
Coal
Economy
Could Buying IonQ Today Set You Up for Life?
↗
February 12, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Tickers
FIS
IONQ
Exposures
Artificial Intelligence
The 2026 Jobs Surprise: Why 130,000 New Jobs Triggered a Wall Street Retreat
February 12, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Tickers
AAPL
CFG
COF
HCA
HOOD
JPM
Exposures
Artificial Intelligence
Economy
Interest Rates
Digital Marketing Agency Pulsion Introduces High Performance WordPress Template with HubSpot Integration
February 12, 2026
Via
Get News
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
AI Disruption Fears Slam Real Estate Brokers
↗
February 12, 2026
Via
Benzinga
Topics
Artificial Intelligence
Tickers
CBRE
Exposures
Artificial Intelligence
Roku’s (NASDAQ:ROKU) Q4 CY2025: Beats On Revenue, Stock Soars
February 12, 2026
Via
StockStory
Topics
Artificial Intelligence
Tickers
KO
MSFT
ROKU
Exposures
Artificial Intelligence
2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in February
↗
February 12, 2026
Via
The Motley Fool
Topics
Artificial Intelligence
Supply Chain
Tickers
AMZN
AVGO
MSFT
NVDA
Exposures
Artificial Intelligence
Supply Chain
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