Cadence Design Systems Inc (NASDAQ:CDNS) reported upbeat financial results for the fourth quarter Tuesday after the bell.Cadence Design Systems reported fourth-quarter revenue of $1.44 billion, beating analyst estimates of $1.42 billion. The company reported fourth-quarter adjusted earnings of $1.99 per share, beating estimates of $1.91 per share, according to Benzinga Pro."Strong customer demand for our expanding AI-driven product portfolio and the essential nature of Cadence's engineering software positio ...

Core Insights - Christopher Hohn's flagship fund has a concentrated portfolio valued at $53.6 billion, with the top five holdings representing over 80% of disclosed U.S. equities [1] - The fund's investment philosophy emphasizes backing a few world-class businesses and allowing compounding to drive returns [2] Group 1: Portfolio Composition - The core holdings in big tech, specifically Microsoft and Alphabet Inc., remained stable with share counts unchanged despite price fluctuations [3] - The portfolio has shifted towards fee-based, asset-light financials, particularly with the inclusion of payments giant Visa [3] Group 2: Diversification Strategy - Investments in rails and industrials serve as a counterbalance to the software and data-heavy core, maintaining a focus on infrastructure-like cash flows [4]

All three strategies represent first-to-market exposures on growth namesNEW YORK, Feb. 18, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch three first-to-market single stock leveraged ETFs on Thursday, February 19. The Cboe-listed funds seek to deliver either two times the inverse (-200%) or two times long (200%) the daily performance of a specific underlying stock.Expected Tradr launches:Tradr 2X Short CL ...

Benchmark Mineral Intelligence has said that the U.S. can cater to 146% of its annual copper demand from domestic and overseas mines and scrap. This is a significant contrast to China, the world’s largest consumer, which can only meet 40% of its demand.Benchmark’s analyst Albert Mackenzie pointed out that the U.S. produces more copper than it consumes, making it more self-reliant than China in terms of raw materials, reported the Financial Times on Wednesday.The analyst told FT that while people often speak ...

Group 1 - The core viewpoint is that Netflix is expected to emerge victorious in the ongoing bidding contest, with potential for its shares to rebound towards $100, a level last seen on December 5 [1] - Netflix has agreed to acquire Warner Bros. studio assets and HBO Max for $27.75 per share, contingent on the planned spin-off of its cable networks [1][2] - Investor sentiment is negatively impacted by regulatory concerns, as the Justice Department is investigating potential anticompetitive practices by Netflix [3] Group 2 - Benzinga Edge Stock Rankings indicate that Netflix has a weak price trend across short, medium, and long-term periods, with a momentum ranking in the 7th percentile and a quality ranking in the 78th percentile [4] - Year-to-date, Netflix shares have declined by 15.34%, closing at $77.03, which reflects a slight increase of 0.21% on the latest trading day [4]

Group 1 - The financial sector has identified oversold stocks, presenting an opportunity to invest in undervalued companies [1] - Dlocal Ltd (NASDAQ:DLO) is highlighted as an oversold stock with an RSI value of 29.5, indicating potential for recovery [2] - Dlocal's stock price has decreased approximately 10% over the past five days, reaching a 52-week low of $7.61 [2] Group 2 - Dlocal's shares closed at $11.85 after a 1% decline on Tuesday [2] - The company is set to release its fourth fiscal quarter financial results on March 18, after market close [2] - Dlocal has an Edge Stock Rating with a momentum score of 13.12 and a value score of 54.30 [2]

Group 1 - The financial sector has identified oversold stocks, presenting an opportunity to invest in undervalued companies [1] - Dlocal Ltd (NASDAQ:DLO) is highlighted as an oversold stock with an RSI value of 29.5, indicating potential for recovery [2] - Dlocal's stock price has decreased approximately 10% over the past five days, reaching a 52-week low of $7.61 [2] Group 2 - Dlocal's shares closed at $11.85 after a 1% decline on Tuesday [2] - The company is set to release its fourth fiscal quarter financial results on March 18, after market close [2] - Dlocal has an Edge Stock Rating with a momentum score of 13.12 and a value score of 54.30 [2]

Group 1 - Analysts at Barclays predict that the physical AI market, including robots and robotaxis, could reach $1 trillion by 2035, driven by advancements in technology [1][2] - The report highlights that significant improvements in "brains, brawn and batteries" will push AI-enabled robotics to a critical turning point [2] - Nvidia's Alpamayo technology is expected to enhance autonomous driving capabilities and assist in production and manufacturing tasks, indicating a broader application of physical AI [3] Group 2 - Elon Musk has expressed concerns about potential competition for Tesla's Optimus robot from Chinese companies, indicating a competitive landscape in humanoid robotics [4] - Tesla's robotics capabilities are underscored by the performance of the Atlas robot from Boston Dynamics, which can lift objects up to 110 lbs and operate in a wide temperature range [5] - Tesla's stock price experienced a decline of 1.63% to $410.63 at market close, but saw a slight recovery of 0.80% to $413.92 in premarket trading [6]

Core Insights - Perplexity AI is shifting its focus from advertising to subscriptions and enterprise clients to achieve sustainable revenue growth [1][2] - The company aims to target high-powered professionals, emphasizing revenue retention over other metrics [2] - Perplexity AI reached $200 million in annual recurring revenue (ARR) by October 2025 and is expanding its enterprise offerings [3] Monetization Strategy - The company is prioritizing monetization, particularly through subscriptions and enterprise sales, rather than the volume of questions answered [2] - A five-person enterprise sales team is currently in place, with plans for expansion in the near future [3] Advertising Approach - Previous attempts to incorporate ads into AI-generated answers were unsuccessful, as users expressed skepticism about their credibility [3][4] - Perplexity AI will continue to offer free access to its services, albeit with rate limits [4] Product Development and Security Concerns - The CEO highlighted the potential of on-device AI to enhance user control and automate tasks, while also warning against misuse of the AI browser, Comet [5] - Security vulnerabilities were identified in Comet following audits by Brave and Guardio, raising concerns about its capabilities [6]

Market Overview - U.S. stock futures rose on Wednesday after a slight increase on Tuesday, with all major benchmark indices showing positive futures [1] - The 10-year Treasury bond yielded 4.07%, while the two-year bond was at 3.45%, indicating market expectations for interest rates [2] - The Dow Jones, S&P 500, Nasdaq 100, and Russell 2000 indices recorded gains of 0.48%, 0.57%, 0.63%, and 0.40% respectively [2] Company Insights - Ovintiv Inc. (NYSE:OVV) rose 4.17% after announcing a definitive agreement to sell its Anadarko assets in Oklahoma for $3 billion in cash, maintaining a stronger price trend over all time frames but ranking poorly in growth [6] - DoorDash Inc. (NASDAQ:DASH) was up 0.30% as analysts expect it to post quarterly earnings of 59 cents per share on revenue of $3.99 billion, although it maintains a weaker price trend across all time frames with a poor value ranking [7] - Celanese (CE) is noted to maintain a stronger price trend over the long, short, and medium terms according to Benzinga's Edge Stock Rankings [2] - Tactile Systems Technology (TCMD) shows a weaker price trend in the short term but a strong trend in the medium and long terms, with a solid quality ranking [3] - Palo Alto Networks (PANW) has a weak price trend across all time frames but holds a strong growth ranking [4] Analyst Insights - Adam Turnquist from LPL Financial expects the U.S. stock market and economy to remain resilient despite market narrative shifts, particularly regarding fears of an AI "bubble" and industry-level disruptions in the software sector [9] - Turnquist views recent selling pressure in software stocks as potentially overly punitive, given supportive broader fundamentals, and anticipates no recession until 2026, supported by fiscal stimulus and AI productivity gains [10] - He notes a tilt towards risk aversion as big tech cools but maintains that the broad market's long-term uptrend remains intact [10]