News Bulletin
Wednesday, February 17, 2026
Evening Edition

Economic Numbers:

Time

Event

Actual

Forecast

Previous

Wednesday, February 18, 2026

8:29

Housing Starts (Nov)

1.322M

 

1.246M

8:29

Housing Starts (MoM) (Nov)

3.90%

 

-4.60%

8:29

Building Permits (Nov)

1.388M

 

1.411M

8:30

Durable Goods Orders (MoM) (Dec)

-1.40%

-1.80%

5.40%

8:30

Housing Starts (MoM) (Dec)

6.20%

 

-4.20%

8:30

Building Permits (Dec)

1.448M

1.400M

1.388M

8:30

Housing Starts (Dec)

1.404M

1.310M

1.272M

8:30

Core Durable Goods Orders (MoM) (Dec)

0.90%

0.30%

0.40%

9:15

Industrial Production (YoY) (Jan)

2.28%

 

1.30%

9:15

Industrial Production (MoM) (Jan)

0.70%

0.40%

0.20%

11:00

Atlanta Fed GDPNow (Q4)

3.60%

3.70%

3.70%

13:00

20-Year Bond Auction

4.66%

 

4.85%

13:00

FOMC Member Bowman Speaks

 

 

 

14:00

FOMC Meeting Minutes

 

 

 

 

Indices
 

 

CLOSE

50 DMA

200 DMA

DJIA

49,662.66

48,933.35

45,906.90

NASDAQ

22,753.63

23,325.67

21,829.90

S&P 500

6,881.31

6,895.00

6,517.48

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

Analog Devices ADI:US

2.46

1.63

3.16B

2.42B

$173.56B

AM

Moody's MCO:US

3.64

2.62

1.89B

1.67B

$82.43B

AM

Global Payments GPN:US

3.18

2.95

2.32B

2.29B

$20.3B

AM

Insulet PODD:US

1.44

1.15

783.8M

597.5M

$18.61B

AM

Clean Harbors CLH:US

1.62

1.56

1.5B

1.43B

$14.5B

AM

Jones Lang LaSalle JLL:US

8.71

6.15

7.61B

6.81B

$14.47B

AM

HF Sinclair HFC:US

1.2

-1.02

6.46B

6.5B

$9.85B

AM

OGE Energy OGE:US

0.34

0.5

725.8M

760.5M

$9.43B

AM

Charles River Laboratories CRL:US

2.39

2.66

994.2M

1B

$7.73B

AM

EnPro Industries NPO:US

1.99

1.57

295.4M

258.4M

$5.92B

AM

Cinemark CNK:US

0.16

0.33

776.3M

814.3M

$3.1B

AM

Sonic Automotive SAH:US

1.52

1.51

3.9B

3.9B

$1.99B

AM

Fresh Del Monte Produce FDP:US

0.7

0.26

1.02B

1.01B

$1.96B

AM

MFA Financial MFA:US

0.27

0.39

88.71M

50.8M

$1.05B

AM

Booking Holdings BKNG:US

48.8

41.55

6.35B

5.47B

$138.93B

PM

DoorDash DASH:US

 

0.33

 

2.87B

$116.19B

PM

Occidental Petroleum OXY:US

 

0.8

 

6.84B

$41.45B

PM

eBay EBAY:US

 

1.25

 

2.6B

$38.55B

PM

Edison International EIX:US

 

1.05

 

3.98B

$27.58B

PM

American Water Works AWK:US

 

1.22

 

1.2B

$26.02B

PM

Verisk Analytics VRSK:US

1.82

1.61

778.8M

736M

$25.42B

PM

Reliance Steel & Aluminum RS:US

 

2.22

 

3.13B

$19.54B

PM

Royal Gold Usa RGLD:US

 

1.63

 

202.56M

$18.33B

PM

Nordson NDSN:US

 

2.06

 

615M

$17.11B

PM

Western Gas Partners WES:US

 

0.85

 

858.9M

$16.64B

PM

CF Industries CF:US

 

1.89

 

1.52B

$16.55B

PM

Invitation Homes INVH:US

 

0.23

 

659M

$16.42B

PM

Host Hotels & Resorts HST:US

 

0.15

 

1.43B

$14.17B

PM

Omnicom OMC:US

 

2.41

 

4.3B

$13.71B

PM

Molson Coors Brewing TAP:US

 

1.3

 

2.74B

$10.28B

PM

Texas Pacific Land TPL:US

 

5.14

 

185.78M

$9.91B

PM

Dana DAN:US

0.36

0.25

1.9B

2.34B

$5.03B

PM

Grand Canyon Education LOPE:US

 

2.84

 

2.29B

$4.98B

PM

Radian RDN:US

 

1.09

 

316M

$4.96B

PM

One Gas OGS:US

 

1.34

 

630.7M

$4.8B

PM

Avis Budget CAR:US

 

-55.66

 

2.71B

$4.35B

PM

Macerich MAC:US

 

0.89

 

273.68M

$4.1B

PM

Kadant KAI:US

 

2.25

 

258M

$3.93B

PM

Oceaneering International OII:US

 

0.43

 

713M

$3.4B

PM

Cheesecake Factory CAKE:US

 

1.04

 

920.96M

$3.19B

PM

American States Water AWR:US

 

0.75

 

143.1M

$2.83B

PM

Boston Beer SAM:US

 

-1.68

 

402.3M

$2.78B

PM

CVR Energy CVI:US

 

-0.13

 

1.76B

$2.29B

PM

Liberty Global LBTYA:US

-0.26

-0.55

1.23B

1.12B

$2.08B

PM

Winmark WINA:US

2.69

2.6

21.09M

19.55M

$1.58B

PM

Tronox TROX:US

 

0.03

 

676M

$1.2B

PM

 

Market News:

Fed minutes flag possible rate hikes

The Fed minutes on Wednesday showed that almost all participants on the Federal Open Market Committee (FOMC) supported the decision to hold the federal funds rate steady at 3.50%-3.75% in late January.

 

However, in their discussions about the outlook for monetary policy, "several" FOMC participants said that they would have "supported a two-sided description" of future rate decisions.

 

This description reflects the "possibility that upward adjustments to the target range for

the federal funds rate could be appropriate if inflation remains at above-target levels," the committee elaborated.

 

"Markets are taking a bit of a breather following the release of the Federal Open Market Committee minutes. They remain positive overall but have pulled back slightly from levels seen before the release. Initially, the reaction appeared tied to headlines suggesting several members were in favor of a rate hike. However, a closer read of the minutes shows a more nuanced view," Steve Kolano, chief investment officer at Integrated Partners, told Investing.com.

"The minutes indicated that several members supported including language acknowledging the risk that inflation could persist or increase, and that the Fed needs to be prepared to address that threat if necessary," he said.

 

"This points more to a potential future scenario in which rate hikes could be warranted, rather than signaling that this is the base case. The broader consensus reflected stabilization in the labor market, but with inflation still above target, leaving the forward path highly dependent on incoming data," Kolano added.

 

Yields surge as bonds sell-off

U.S. Treasury yields surged as market participants sold off bonds following strong economic data.

 

U.S. Industrial production in January increased by 0.7% M/M, higher than anticipated. Moreover, manufacturing output rose 0.6%, the most in 11 months.

 

The data pointed to strength in the economy and further lent support to the case of the Fed keeping rates steady.

 

The benchmark United States 10-Year yield was up 3 basis points to 4.082%, while the shorter-end, more rate-sensitive United States 2-Year yield added 2 basis points to 3.460%. 

 

The next big economic indicator is Friday’s PCE price index data for December. The PCE print is the Fed’s preferred inflation gauge.

 

Palo Alto’s guidance disappoints

The tech sector has been in the spotlight for most of the new year as worries remained around the outlook for an industry that has been jolted by the unveiling of a series of cutting-edge artificial intelligence tools. Some traders have begun to fear the AI models could disrupt a swath of businesses ranging from software and financial services to real estate and logistics.

At the same time, doubts have swirled around when massive investments in AI data centers will eventually start to reap significant financial returns.

 

Palo Alto Networks (NASDAQ:PANW) added to these concerns after the group delivered a quarterly top-and-bottom line beat, but provided profit guidance that fell short of expectations. Shares of the company slipped 7.5%.

 

Palo Alto offers cybersecurity through AI-driven platforms to protect networks and cloud operations. It provides services such as firewalls, threat intelligence, zero-trust network security, and secure access service edge solutions.

 

Elsewhere, there are earnings due from the likes of Booking Holdings (NASDAQ:BKNG), Carvana (NYSE:CVNA) and DoorDash (NASDAQ:DASH) on Wednesday.

 

Crude bounces after selloff

Oil prices edged up after tumbling nearly 2% in the previous session, as signs of progress in U.S.-Iran nuclear negotiations eased fears of supply disruptions and dampened risk premiums.

 

Brent Oil Futures expiring in April had risen 4.4% to $70.36 per barrel, while West Texas Intermediate (WTI) crude futures gained 4.6% to $65.08 per barrel.

 

Brent contract slipped nearly 2% on Tuesday, while WTI prices fell 1%.

 

Washington and Tehran reportedly reached an understanding on key “guiding principles” during talks in Switzerland on Tuesday, raising expectations of a potential deal that could eventually bring more Iranian crude to global markets.

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