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.
Coinbase says some customers were ‘unable to buy, sell, transfer' amid brief Thursday disruption — Negative
COIN Market Watch — February 12, 2026The service issue comes as the the crypto giant is set to report earnings on Thursday.
Inside Chevron's flagship refinery tapping into Venezuelan crude after Maduro's capture — Positive
CVX Fox Business — February 12, 2026Chevron begins processing Venezuelan oil at Gulf Coast refinery following Maduro's capture, marking the company's first public acknowledgment of operations.
Disney's $4 Billion Borrowing Drives Stock Down To Almost $100 — Negative
DIS Forbes — February 12, 2026Disney'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.
BridgeBio Pharma shares rise on ‘compelling' Phase 3 trial results for achondroplasia drug — Positive
BBIO Proactive Investors — February 12, 2026BridgeBio 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.
Alpha And Omega Semiconductor: Cheaper Stock, Unproven Earnings Durability — Neutral
AOSL Seeking Alpha — February 12, 2026Alpha 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.
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, 2026Neils 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.
ROSEN, SKILLED INVESTOR COUNSEL, Encourages Ramaco Resources, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - METC — Neutral
METC GlobeNewsWire — February 12, 2026NEW 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.
Robinhood's stock is now trading almost exactly like bitcoin — but it really shouldn't be — Negative
HOOD Market Watch — February 12, 2026Robinhood'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.
EWCZ Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of European Wax Center to General Atlantic — Neutral
EWCZ GlobeNewsWire — February 12, 2026MONSEY, 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.
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 — Neutral
RR GlobeNewsWire — February 12, 2026NEW 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.
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.
LXP Industrial Trust (LXP) Q4 2025 Earnings Call Transcript — Neutral
LXP Seeking Alpha — February 12, 2026LXP Industrial Trust (LXP) Q4 2025 Earnings Call Transcript
Cybersecurity Stock in the Spotlight Ahead of Earnings — Positive
PANW Schaeffers Research — February 12, 2026Palo 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.
Malibu Boats, Inc. Recognized with Five NMMA CSI Awards Across Multiple Brands — Neutral
MBUU GlobeNewsWire — February 12, 2026MIAMI, 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.
Ameren Corporation (AEE) Q4 2025 Earnings Call Transcript — Neutral
AEE Seeking Alpha — February 12, 2026Ameren Corporation (AEE) Q4 2025 Earnings Call Transcript
PHINIA Inc. (PHIN) Q4 2025 Earnings Call Transcript — Neutral
PHIN Seeking Alpha — February 12, 2026PHINIA Inc. (PHIN) Q4 2025 Earnings Call Transcript
Precision Drilling Corporation (PD:CA) Q4 2025 Earnings Call Transcript — Neutral
PD PDS Seeking Alpha — February 12, 2026Precision 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, 2026Restaurant Brands International Inc. (QSR) Q4 2025 Earnings Call Transcript
Euronet Worldwide, Inc. (EEFT) Q4 2025 Earnings Call Transcript — Neutral
EEFT Seeking Alpha — February 12, 2026Euronet Worldwide, Inc. (EEFT) Q4 2025 Earnings Call Transcript