Alphabet faces declining traditional search usage but is capturing users via its Gemini AI, which reached 750 million active users in Q4 2025. AI is both a risk and a significant opportunity for GOOG, leveraging its real-time data access and leading AI expertise to maintain monetization. GOOG's high CapEx, projected at $175-185 billion in 2026, pressures free cash flow but supports critical AI investments amid a 15.09% YOY growth rate.
HubSpot shares jump as Q4 earnings beat estimates — Positive
HUBS Proactive Investors — February 12, 2026HubSpot Inc (NYSE:HUBS) shares surged more than 9% on Thursday after the customer relationship management software company reported stronger-than-expected fourth-quarter results and approved a $1 billion share buyback program. The company reported Q4 earnings per share of $3.09, exceeding analysts' estimate of $2.99, while revenue rose 20% year-over-year to $846.7 million, surpassing the $830.8 million consensus.
NFWF Announces $3 Million in Grants through the Southeast Aquatics Fund — Neutral
SO GlobeNewsWire — February 12, 2026Eight projects will benefit freshwater species by improving water quality Eight projects will benefit freshwater species by improving water quality
Strength Seen in Argan (AGX): Can Its 13.7% Jump Turn into More Strength? — Positive
AGX Zacks Investment Research — February 12, 2026Argan (AGX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Shopify Q4 Earnings Miss Estimates, Revenues Increase Y/Y — Neutral
SHOP Zacks Investment Research — February 12, 2026SHOP posts a Q4 earnings miss but delivers 31% GMV growth and a 30% revenue surge, with Merchant Solutions driving gains and an upbeat Q1 outlook.
Pilgrim's Pride Q4 Earnings Lag Estimates, Sales Up 3.3% Y/Y — Negative
PPC Zacks Investment Research — February 12, 2026PPC's fourth-quarter results miss estimates as earnings fall year over year, even as sales climb 3.3% on strength in Europe and Prepared Foods.
After Plunging 15.3% in 4 Weeks, Here's Why the Trend Might Reverse for SS&C Technologies (SSNC) — Negative
SSNC Zacks Investment Research — February 12, 2026The heavy selling pressure might have exhausted for SS&C Technologies (SSNC) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Down 18.1% in 4 Weeks, Here's Why KORU Medical Systems, Inc. (KRMD) Looks Ripe for a Turnaround — Positive
KRMD Zacks Investment Research — February 12, 2026The heavy selling pressure might have exhausted for KORU Medical Systems, Inc. (KRMD) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Down 21.6% in 4 Weeks, Here's Why Genpact (G) Looks Ripe for a Turnaround — Positive
G Zacks Investment Research — February 12, 2026Genpact (G) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Down 13% in 4 Weeks, Here's Why Cousins Properties (CUZ) Looks Ripe for a Turnaround — Positive
CUZ Zacks Investment Research — February 12, 2026The heavy selling pressure might have exhausted for Cousins Properties (CUZ) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Down 49% in 4 Weeks, Here's Why You Should You Buy the Dip in Unity Software (U) — Positive
U Zacks Investment Research — February 12, 2026Unity Software (U) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Apple acquires all rights to Severance, will produce future seasons in-house — Positive
AAPL TechCrunch — February 12, 2026Apple has acquired the IP and all rights to its hit show “Severance” from its original studio, Fifth Season, as first reported by Deadline. Under the deal, which was worth just under $70 million, Apple's in-house studio will be producing the show's future seasons.
Spot gold at $5,063/oz after U.S. existing-home sales drop 8.4% in January — Neutral
AAAU BAR DBP DGL GLD GLDM IAU OUNZ SGOL UGL Kitco — February 12, 2026Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
NetEase Q4: Revenue Miss Aside, I See Upside Brewing — Positive
NTES Seeking Alpha — February 12, 2026NetEase, Inc. delivered modest 3% YoY revenue growth, driven by strong performance from self-developed games and new content updates. NTES benefited from higher-margin in-house titles and reduced reliance on licensed games, supporting profitability despite intensified competition from Tencent. Youdao and Cloud Music segments saw revenue gains from AI-driven personalization and premium memberships, though social entertainment revenue declined.
Will Eylea Sales Decline Weigh on REGN's Top Line in 2026? — Negative
REGN Zacks Investment Research — February 12, 2026Regeneron foresees further Eylea decline in 2026 as biosimilars loom, but Eylea HD, Dupixent and Libtayo aim to steady revenues.
Lithia Motors Q4 Earnings Miss Expectations, Revenues Remain Flat Y/Y — Negative
LAD Zacks Investment Research — February 12, 2026LAD posts Q4 EPS of $6.74 on $9.2B revenues, with new vehicle sales down but used cars and aftersales up.
Should You Invest in ARKO (ARKO) Based on Bullish Wall Street Views? — Positive
ARKO Zacks Investment Research — February 12, 2026Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Is Cloudflare (NET) a Buy as Wall Street Analysts Look Optimistic? — Positive
NET Zacks Investment Research — February 12, 2026When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Optimum Communications, Inc. (OPTU) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates — Positive
OPTU Zacks Investment Research — February 12, 2026Although the revenue and EPS for Optimum Communications, Inc. (OPTU) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Is It Worth Investing in Salesforce.com (CRM) Based on Wall Street's Bullish Views? — Positive
CRM Zacks Investment Research — February 12, 2026When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?