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In a Broader Rally, Tech Can Still Win—But Maybe Not Dominate
Barrons· 2026-02-12 19:42
Investors are rotating toward value and cyclical stocks as AI skepticism grows, even as big tech continues to deliver earnings growth. ...
Anthropic Is Now Worth $380 Billion. Software's Pain Is AI's Gain
Barrons· 2026-02-12 19:37
Anthropic Is Now Worth $380 Billion. Software's Pain Is AI's Gain - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Anthropic Is Now Worth $380 Billion. Software's Pain Is AI's GainBy [Paul R. La Monica]ShareResize---ReprintsIn this article[O ...
There’s a new Wall Street battle: The Insurance Agent vs. the AI Superagent
Barrons· 2026-02-12 18:30
Core Viewpoint - The insurance brokerage sector is experiencing a decline in stock prices due to investor concerns about disruption from new AI applications, referred to as superagents [1] Group 1: Industry Impact - Insurance brokerage stocks have continued to slide, indicating a negative market reaction to the potential impact of AI superagents [1] - The emergence of AI superagents is creating a competitive threat to traditional insurance agents, leading to fears of disruption within the industry [1]
This Staid Dividend ETF Is Already Up 10% in 2026. Caterpillar Leads the Charge.
Barrons· 2026-02-12 18:19
Core Insights - Investors are becoming increasingly anxious about software and technology stocks, indicating a shift in market sentiment [1] Group 1 - The recent market behavior shows a notable change in investor confidence towards technology sectors, particularly software [1]
Stocks Turn Lower as Early Gains Fade
Barrons· 2026-02-12 16:31
Stocks Turn Lower as Early Gains FadeCONCLUDED[Stock Market News From Feb. 12, 2026: Dow Drops 660 Points]Last Updated:---Updated 8 hours ago# Stocks Turn Lower as Early Gains FadeBy[Connor Smith]For a second day in a row, the stock market's early gains faded fast.The S&P 500 fell 1.2%. The Nasdaq Composite dropped 1.9%. The Dow fell 500 points, or 1%.The S&P 500 has been stuck in a range; every time the index approaches the 7000 mark, it loses steam. On Wednesday, the S&P finished flat after rallying early ...
Magnum Stock Sinks on Debut Earnings. Why Profits Melted for the Ice-Cream Maker.
Barrons· 2026-02-12 15:48
Core Viewpoint - Magnum stock experienced a decline as investors assessed its first earnings report as an independent entity following its separation from Unilever [1] Company Summary - The earnings report marks a significant milestone for Magnum, being its first since becoming independent from Unilever [1]
Anheuser-Busch Stock Jumps as Earnings Beat Forecasts. Why the Bud Brewer Can Fizz in 2026.
Barrons· 2026-02-12 15:15
Core Viewpoint - Anheuser-Busch's stock experienced a rise following the company's fourth-quarter earnings report, which exceeded market expectations, indicating strong financial performance and potential for future growth in 2026 [1]. Financial Performance - The company reported earnings of 95 cents per share, surpassing forecasts [1]. - Revenue increased by 4.8% year-over-year, reaching $15.6 billion [1].
Fastly Stock Soars 72%. A ‘Stellar Quarter’ Shows It’s an Underrated AI Play.
Barrons· 2026-02-12 22:40
Fastly Stock Soars 64%. Earnings Show It's an Underrated AI Play. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Fastly Stock Soars 64%. A 'Stellar Quarter' Shows It's an Underrated AI Play.By [George Glover]ShareResize---ReprintsIn this a ...
Home Sales Fell Off a Cliff in January. Why That Could Change Soon.
Barrons· 2026-02-12 15:03
Core Viewpoint - The housing market is anticipated to improve slightly this year despite a bleak start [1] Group 1 - The beginning of the year shows negative trends in the housing market [1] - Expectations for the housing market indicate a potential for slight improvement later in the year [1]
AST SpaceMobile Stock Sinks. What's Bringing the Satellite Player Down to Earth.
Barrons· 2026-02-12 15:01
Core Viewpoint - AST SpaceMobile stock experienced a decline on Thursday after having more than tripled in value over the past 12 months [1] Company Summary - AST SpaceMobile's stock performance indicates significant volatility, with a notable increase of over 200% in the last year, suggesting strong investor interest and market speculation [1]