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.
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