SaaSpocalypse: Why I'm Buying The Salesforce Crash — Positive

CRM   Seeking Alpha — February 12, 2026

Salesforce and other high-quality SaaS stocks have experienced indiscriminate panic selling, creating deep value relative to fundamentals and historical multiples. Salesforce now trades at a forward P/E of 14 and a PEG below 1, with gross margins near 78% and free cash flow outpacing Walmart, highlighting a stark valuation disconnect. AI-driven fears have overshot, with many software leaders like Microsoft, Oracle, Zscaler, and S1 likely to benefit from AI tailwinds rather than suffer disruption.

image for news SaaSpocalypse: Why I'm Buying The Salesforce Crash

The service issue comes as the the crypto giant is set to report earnings on Thursday.

image for news Coinbase says some customers were ‘unable to buy, sell, transfer' amid brief Thursday disruption

Chevron begins processing Venezuelan oil at Gulf Coast refinery following Maduro's capture, marking the company's first public acknowledgment of operations.

image for news Inside Chevron's flagship refinery tapping into Venezuelan crude after Maduro's capture

Disney's $4 Billion Borrowing Drives Stock Down To Almost $100 — Negative

DIS   Forbes — February 12, 2026

Disney's stock price has plummeted to its lowest level since May last year after it raised $4 billion in its first bond sale since the depths of the pandemic in 2020.

image for news Disney's $4 Billion Borrowing Drives Stock Down To Almost $100

BridgeBio Pharma (NASDAQ:BBIO) saw its shares rise more than 5% to about $77 on Thursday after reporting positive Phase 3 topline results for oral infigratinib in achondroplasia, with Jefferies analysts describing the data as “compelling.” Achondroplasia is the most common form of dwarfism, a genetic condition that affects bone growth and results in short stature and disproportionate limb development.

image for news BridgeBio Pharma shares rise on ‘compelling' Phase 3 trial results for achondroplasia drug

Alpha And Omega Semiconductor: Cheaper Stock, Unproven Earnings Durability — Neutral

AOSL   Seeking Alpha — February 12, 2026

Alpha and Omega Semiconductor remains a Hold as margin stability and topline growth are not yet evident. AOSL's gross margins declined to ~21% in Q2 FY26, with operating losses widening and inventory days rising, highlighting ongoing execution challenges. Management is increasing R&D spending by 25% in 2026, aiming for higher-value products, but near-term earnings durability is lacking.

image for news Alpha And Omega Semiconductor: Cheaper Stock, Unproven Earnings Durability

As gold and silver struggle, Franklin Templeton sees value in mining stocks — Positive

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  SIL  SILJ  SIVR  SLV  SLVP  UGL   Kitco — February 12, 2026

Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.

image for news As gold and silver struggle, Franklin Templeton sees value in mining stocks

NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Ramaco Resources, Inc. (NASDAQ: METC) between July 31, 2025 and October 23, 2025, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 31, 2026.

image for news ROSEN, SKILLED INVESTOR COUNSEL, Encourages Ramaco Resources, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - METC

Robinhood's stock is hitting a fresh low as it follows the selloff in bitcoin, even through crypto trading is a relatively small part of its business.

image for news Robinhood's stock is now trading almost exactly like bitcoin — but it really shouldn't be

MONSEY, N.Y., Feb. 12, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of European Wax Center (Nasdaq: EWCZ) (“EWCZ”) to General Atlantic for $5.80 per share in cash.

image for news EWCZ Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of European Wax Center to General Atlantic

NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of Richtech Robotics Inc. (NASDAQ: RR) between January 27, 2026 and 12:00 PM ET on January 29, 2026, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 3, 2026 in the securities class action first filed by the Firm.

image for news ROSEN, THE FIRST FILING FIRM, Encourages Richtech Robotics Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – RR

Lumentum Leaps Nearly 8% During AI Optics Boom — Positive

LITE   24/7 Wall Street — February 12, 2026

Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe AI investors will want to keep an eye on in 2026.

image for news Lumentum Leaps Nearly 8% During AI Optics Boom

LXP Industrial Trust (LXP) Q4 2025 Earnings Call Transcript — Neutral

LXP   Seeking Alpha — February 12, 2026

LXP Industrial Trust (LXP) Q4 2025 Earnings Call Transcript

image for news LXP Industrial Trust (LXP) Q4 2025 Earnings Call Transcript

Cybersecurity Stock in the Spotlight Ahead of Earnings — Positive

PANW   Schaeffers Research — February 12, 2026

Palo Alto Networks Inc (NASDAQ:PANW) stock was last seen down 3.7% at $159.20, amid news that the cybersecurity is planning to dual list on the Tel-Aviv Stock Exchange after finalizing its $25 billion acquisition of peer CyberArk Software.

image for news Cybersecurity Stock in the Spotlight Ahead of Earnings

MIAMI, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU), a U.S. designer and manufacturer of category-leading salt and freshwater recreational powerboat brands, today announced that five of its brands have been recognized with Customer Satisfaction Index (CSI) Awards from the National Marine Manufacturers Association (NMMA). The awards were presented at the 2026 Miami International Boat Show and Innovation Awards Breakfast.

image for news Malibu Boats, Inc. Recognized with Five NMMA CSI Awards Across Multiple Brands

Ameren Corporation (AEE) Q4 2025 Earnings Call Transcript — Neutral

AEE   Seeking Alpha — February 12, 2026

Ameren Corporation (AEE) Q4 2025 Earnings Call Transcript

image for news Ameren Corporation (AEE) Q4 2025 Earnings Call Transcript

PHINIA Inc. (PHIN) Q4 2025 Earnings Call Transcript — Neutral

PHIN   Seeking Alpha — February 12, 2026

PHINIA Inc. (PHIN) Q4 2025 Earnings Call Transcript

image for news PHINIA Inc. (PHIN) Q4 2025 Earnings Call Transcript

Precision Drilling Corporation (PD:CA) Q4 2025 Earnings Call Transcript — Neutral

PD  PDS   Seeking Alpha — February 12, 2026

Precision Drilling Corporation (PD:CA) Q4 2025 Earnings Call Transcript

image for news Precision Drilling Corporation (PD:CA) Q4 2025 Earnings Call Transcript

Restaurant Brands International Inc. (QSR) Q4 2025 Earnings Call Transcript — Neutral

QSR   Seeking Alpha — February 12, 2026

Restaurant Brands International Inc. (QSR) Q4 2025 Earnings Call Transcript

image for news Restaurant Brands International Inc. (QSR) Q4 2025 Earnings Call Transcript

Euronet Worldwide, Inc. (EEFT) Q4 2025 Earnings Call Transcript — Neutral

EEFT   Seeking Alpha — February 12, 2026

Euronet Worldwide, Inc. (EEFT) Q4 2025 Earnings Call Transcript

image for news Euronet Worldwide, Inc. (EEFT) Q4 2025 Earnings Call Transcript