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Feb 20, 2026
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12 min read
Safe-haven flows met firmer data. At the same time, AI builders hit power limits and J&J explored a sale. Different headlines, same message: the bar moved higher.
Feb 19, 2026
11 min read
Costs are moving under the surface. Some companies redesign. Others tighten guidance. The difference is starting to show up in earnings quality.
Compute kept control, but capital is asking harder questions. Oil nudged the rate conversation while AI moved from feature to revenue line.
Feb 18, 2026
Chips led the rebound, but not all tech was invited. The market is rewarding strength, and questioning everything else.
AI capex accelerates as soybean exports slump and freight rates soften. Infrastructure wins capital. Trade loses it.
Feb 17, 2026
10 min read
Inflation restraint, AI buildouts, and boardroom pressure collided in one session. The surface looked steady. The subtext was selective.