If more of us valued food and cheer and song above hoarded gold, it would be a merrier world. -- J.R.R. Tolkien
February 18, 2026
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Google (GOOG)
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YouTube back online after recommendation glitch disrupts 350,000+ users worldwide
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3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
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'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen
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India's Adani plans to invest $100B in AI-ready data centers
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Big tech CEOs head to India for major AI summit
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Apple (AAPL)
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Berkshire Hathaway adds NY Times, boosts Chevron, pares BofA, Apple stakes among Q4 trades
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Apple makes AI push with trio of new and updated devices: report
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Apple sell-off 'unwarranted,' as Wedbush says 2026 is the tech giant's year of AI
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Apple adds integrated video podcasts, taking on Spotify and YouTube
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SA Asks: Which hardware stocks are best positioned for AI?
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Microsoft (MSFT)
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Microsoft to invest $50B to expand AI access across the global south
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Microsoft's Azure Reacceleration Could Shock Wall Street
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Tiger Global takes new stakes in WLTH, trims NVDA, AMZN, and MSFT among Q4 moves
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Mistral AI to acquire cloud service provider Koyeb
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SA analyst upgrades/downgrades: MSFT, ABNB, SNOW, ENB
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Amazon (AMZN)
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Coatue expands positions in NFLX, AMZN and cuts in GOOGL, META, among other Q4 moves
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3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
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Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
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Pershing Square opens new Meta Platforms stake, exits Chipotle, boosts Amazon
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Amazon: After Nine Consecutive Days Of Declines, History Suggests Backing Up The Truck
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Meta (META)
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Mark Zuckerberg set to testify in social media addiction trial
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Meta Platforms: Why Strong Money Loves It
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3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
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Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
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Pershing Square opens new Meta Platforms stake, exits Chipotle, boosts Amazon
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Nvidia (NVDA)
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India's Yotta Data Services plans major AI hub in Asia using Nvidia Blackwell Ultra chips in $2B project
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Nvidia sells remaining stake in SoftBank-backed chip designer Arm Holdings
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Nvidia And The Architecture Of The Technological Dollar
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Appaloosa trims stake in Nvidia, increases position in American Airlines in Q4 moves
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Nvidia announces multi-year partnership with Meta to expand AI infrastructure
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Tesla (TSLA)
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Tesla escapes California sales suspension over Autopilot marketing
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Tesla to integrate Grok AI chatbot into cars across the UK and Europe amid regulatory scrutiny
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Tesla: Time To Ditch The 'Someday Soon' Premium
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Tesla Energy Is A Double-Edged Sword For The Autonomy Premium
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Tesla Austin robotaxis more accident-prone than humans -- electrek
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Netflix (NFLX)
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Coatue expands positions in NFLX, AMZN and cuts in GOOGL, META, among other Q4 moves
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Paramount shares rise after Warner Bros. agrees to discussions for a possible deal
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'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen
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Quant ratings on Renaissance Technologies' top holdings: PLTR, MU, NFLX
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Warner Bros. gives Paramount a week to submit final offer after rejecting latest bid
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AMD (AMD)
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Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
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Appaloosa trims stake in Nvidia, increases position in American Airlines in Q4 moves
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AMD deepens India push with TCS in bid to rival Nvidia
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Big tech CEOs head to India for major AI summit
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Tech Tug Of War: Fear Vs. Greed
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Intel (INTC)
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Intel: AI Momentum Builds, But Margins Lag
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Intel investing at least $100M into SambaNova should help AI push: Wedbush
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Insider trades: Merck, Intel, Micron among notable names
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Intel investing in AI chip startup SambaNova Systems
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Tech Voices: Huang on AI CapEx, Goldman-Anthropic, China CPU delays
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Qualcomm (QCOM)
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UK lawsuit against Qualcomm over smartphone chip royalties to be withdrawn
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Big tech CEOs head to India for major AI summit
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Qualcomm shares are 'inexpensive,' but 'likely to remain that way,' MS says
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Nvidia leads chip stocks higher as broader market gains after software sell-off
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Semiconductor sales to reach nearly $1T globally in 2026
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Broadcom (AVGO)
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3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
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Given The Nvidia Tax, Broadcom And Marvell Offer A Powerful 1-2 AI Punch
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Broadcom: Why AI Vibe-Coding Is Not A Threat To Its Infrastructure Software Segment
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Broadcom: Expect Another Double Beating (Earnings Preview)
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Nvidia leads chip stocks higher as broader market gains after software sell-off
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IBM (IBM)
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IBM's free-cash-flow goal of $15.7B for 2026 appears beatable: Evercore
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IBM releases storage systems featuring AI security, data management agents
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Insider trades: Merck, Intel, Micron among notable names
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Dividend Roundup: Apple, Ford, 3M, IBM, and more
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IT consulting firms trend higher following India trade deal
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Cisco (CSCO)
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What's next for Cisco after its post-earnings stock slide?
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Cisco Systems: Quietly Winning The AI Buildout, But Nobody's Pricing It In
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Cisco Systems: The Market Is Impatient For Growth
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Cisco Q2 Earnings: The Wrong Way To Get On The AI Bandwagon
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Wall Street Lunch: Gallup's Decision To Stop Presidential Approval Ratings Sparks Questions
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Oracle (ORCL)
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Corvex Management exits CCL, DLTR, raises stakes in VSTS, DIS, ORCL among Q4 moves
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Insider trades: Oracle, Goldman Sachs, Reddit among notable names
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Oracle: A Look At The 6.6% Yielding Preferred Shares
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Oracle secures $88M task order from the U.S. Air Force
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Oracle: Shares A Hold Even As Upside Potential Exists
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Salesforce (CRM)
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Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
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Salesforce in focus as checks show uptick in Agentforce, 'muted' core growth: UBS
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Quant ratings on Bridgewater Associates' top holdings: NVDA, LRCX, CRM, GOOGL
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Salesforce Isn't Going Anywhere. The SaaS Apocalypse Is Overdone
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SaaSpocalypse: Why I'm Buying The Salesforce Crash
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