News Bulletin
Tuesday, February 17, 2026
Evening Edition

Economic Numbers:

Time

Event

Actual

Forecast

Previous

Tuesday, February 17, 2026

8:15

ADP Employment Change Weekly

10.30K

 

7.80K

8:30

NY Empire State Manufacturing Index (Feb)

7.10

6.40

7.70

10:00

NAHB Housing Market Index (Feb)

36.00

38.00

37.00

10:00

CB Employment Trends Index (Jan)

105.06

 

104.51

11:30

3-Month Bill Auction

3.60%

 

3.60%

11:30

6-Month Bill Auction

3.50%

 

3.50%

 

Indices
 

 

CLOSE

50 DMA

200 DMA

DJIA

49,533.19

48,897.28

45,862.39

NASDAQ

22,578.38

23,340.96

21,804.75

S&P 500

6,843.22

6,894.63

6,511.12

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap: market Capital/ BMO: Before Market Opening /AMC: After Market Close)

   COMPANY

EPS  Act

EPS Fore

Rev Act

Rev Fore

Mkt Cap

Time

Vulcan Materials VMC:US

1.7

2.17

1.91B

1.85B

$40.57B

AM

DTE Energy DTE:US

1.65

1.51

3.35B

3.43B

$30.47B

AM

Leidos LDOS:US

2.76

2.37

4.23B

4.37B

$22.68B

AM

Laboratory Of America LH:US

4.07

3.45

3.52B

3.33B

$22.39B

AM

Genuine Parts GPC:US

1.55

1.61

6B

5.77B

$18.09B

AM

Somnigroup International TPX:US

0.72

0.6

1.87B

1.21B

$16.67B

AM

Watsco WSO:US

1.68

2.37

1.58B

1.75B

$16.51B

AM

Builders Firstsource BLDR:US

1.12

2.31

3.4B

3.82B

$12.85B

AM

Valmont Industries VMI:US

4.92

3.84

1.04B

1.04B

$9.59B

AM

Fluor New FLR:US

0.33

0.48

4.18B

4.26B

$8B

AM

Louisiana Pacific LPX:US

0.03

1.03

567M

681M

$6.39B

AM

Portland General Electric POR:US

0.47

3.14

889M

3.44B

$5.47B

AM

Sunoco SUN:US

0.09

0.75

8.6B

5.27B

$5.02B

AM

Franklin Electric FELE:US

0.87

0.72

506.9M

485.7M

$4.4B

AM

NOW DNOW:US

 

0.25

 

571M

$1.73B

AM

LGI Homes LGIH:US

0.97

2.15

473.96M

557.4M

$1.32B

AM

Shutterstock SSTK:US

0.67

0.67

220.2M

250.3M

$613.9M

AM

Palo Alto Networks PANW:US

 

0.81

 

2.26B

$105.12B

PM

Cadence Design Systems CDNS:US

 

1.88

 

1.36B

$79.07B

PM

Republic Services RSG:US

 

1.58

 

4.05B

$70.58B

PM

Kenvue Inc KVUE:US

 

0.26

 

3.7B

$35.76B

PM

EQT EQT:US

 

0.69

 

1.63B

$33.91B

PM

FirstEnergy FE:US

 

0.67

 

3.2B

$28.71B

PM

Devon Energy DVN:US

 

1.16

 

4.4B

$28.65B

PM

Toll Brothers TOL:US

 

1.75

 

1.86B

$17.3B

PM

MKS Instruments MKSI:US

 

2.15

 

935M

$17.25B

PM

Hecla Mining HL:US

 

0.02

 

249.66M

$12.94B

PM

Halozyme Therapeutics HALO:US

 

1.26

 

298M

$10.21B

PM

Expand Energy EXE:US

 

0.55

 

2.00B

$10.05B

PM

Celanese CE:US

 

1.45

 

2.37B

$6.43B

PM

Kite Realty KRG:US

0.84

0.1

198.22M

214.72M

$5.6B

PM

Mercury General MCY:US

 

2.78

 

1.35B

$5.31B

PM

Itron ITRI:US

2.46

1.35

571.7M

612.99M

$4.77B

PM

Rush Enterprises RUSHA:US

 

0.91

 

2.01B

$4.41B

PM

Caesars Entertainment CZR:US

 

0.05

 

2.8B

$3.83B

PM

Axcelis Technologies ACLS:US

 

1.54

 

252.4M

$3.07B

PM

The Andersons ANDE:US

 

1.36

 

3.12B

$2.35B

PM

Huntsman HUN:US

 

-0.25

 

1.45B

$2.13B

PM

Innospec IOSP:US

 

1.41

 

466.8M

$2.12B

PM

La-Z-Boy LZB:US

 

0.68

 

521.78M

$1.6B

PM

AtriCure ATRC:US

 

-0.33

 

124.28M

$1.59B

PM

Empire State Realty ESRT:US

 

0.07

 

197.6M

$1.04B

PM

 

Market News:

U.S. stocks managed to post slight gains on Tuesday, in a topsy-turvy session that saw the major averages swing from negative to positive territory. Investors looked for direction after a long weekend.

 

Concerns over artificial intelligence disruption in the technology sector remained in focus.

 

The benchmark S&P 500 index added 0.1% to end at 6,845.68 points, having fallen as much as 0.9% earlier. The tech-heavy NASDAQ Composite gained 0.1% to close at 22,578.38 points, clawing back a fall of as much as 1.3%. The blue-chip Dow Jones Industrial Average inched up 0.1% to settle at 49,533.19 points.

AI disruption concerns linger

Stocks opened mixed, but then quickly fell to session lows, only to recover closer to noon. Following some seesaw trading, the main indexes then pushed higher.

 

"There was weakness in AI‑related names in the first hour of trading. A subsequent bounce in leaders like NVIDIA (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO), along with Apple (NASDAQ:AAPL), returned the benchmark indices to positive territory," Michael O’Rourke, chief market strategist at Jones Trading, told Investing.com.

 

"Nonetheless, some AI‑related names remain weak, especially in the software space. Rotation has been a driver, as a rally in banks and other financials has offset profit taking in key retailers Walmart (NASDAQ:WMT) and Home Depot (NYSE:HD)," he added.

 

The main averages on Wall Street were closed for Presidents’ Day on Monday, but come off a losing week as investor concerns swirled around the impact of new AI models on a range of industries. Worries also surrounded whether ongoing, heavy spending on AI infrastructure would lead to substantial returns for mega-cap tech sector names.

"After a pause to focus on geopolitics and geoeconomics at the start of the year, investor attention snapped back to AI in the past fortnight. The markets have suddenly turned into a sniper’s alley as the spotlight turns on sectors that could be disrupted by AI automation, disintermediation and obsolescence," Deutsche Bank analysts Adrian Cox and Galina Pozdnyakova said.

 

The analysts added that the perception of AI had moved "beyond a magical vision of the future to practical implementation where there will be winners and losers, emerging risks and unexpected twists and turns."

 

Fed minutes, GDP, PCE on tap this week

Investors are keeping a wary eye on a host of key economic indicators this week, as well as the minutes of the Fed’s January meeting, for more clues on the likely path of interest rates this year.

 

The Fed minutes are due on Wednesday, and come after the central bank left interest rates unchanged in its late-January meeting. Beyond the minutes, several Fed members are also set to speak in the coming days.

 

Also due on Wednesday is industrial production and durable goods data, while trade data for December is due on Thursday.

 

PCE price index data – the Fed’s preferred inflation gauge – arrives on Friday, and is likely to provide more definitive cues on interest rates. Along with that, the preliminary estimate of Q4 GDP growth will be coming in. 

Consumer price index inflation data for January was released late last week, and showed a mild cooling in the headline figure, while core CPI also eased in line with expectations, albeit slightly.

 

Palo Alto results due after the close

Quarterly corporate results will also be in the spotlight, with returns from Palo Alto Networks (NASDAQ:PANW) due after the close of U.S. markets. This could shed some more light on the outlook for tech names facing fresh competition from just-released AI models.

 

The California-based cybersecurity firm lifted its full-year revenue and profit forecasts in November, citing a spike in demand for its digital security offerings to address online threats.

 

The group also announced a $3.35-billion purchase of cloud management and monitoring business Chronosphere and outlined plans to integrate the unit into its Cortex AgentiX platform. This would allow Palo Alto’s AI agents to utilize Chronosphere’s data to help detect performance issues and find root causes to problems.

 

DoorDash (NASDAQ:DASH), Walmart (NASDAQ:WMT) and Wayfair (NYSE:W) also share results later in the week.

 

Brent slips on ’potential’ U.S.-Iran deal

Brent crude prices fell on Tuesday, after Bloomberg News reported that the U.S. and Iran had made headway in nuclear talks.

 

“We were able to reach a general agreement on a set of guiding principles, based on which we will proceed from now on and move toward drafting a potential agreement,” Bloomberg said, quoting remarks made by Iran’s foreign minister Seyed Abbas Araghchi to state TV after discussions with U.S. Special Envoy Steve Witkoff in Geneva.

For internal use only