These are the only recession signals that matter to investors now - MarketWatch# These are the only recession signals that matter to investors now## Watch the housing market, says this economistPublished: Feb. 18, 2026 at 8:35 a.m. ETShareResize---Listen(3 min)Residential investment, transportation and durable goods are the best lead indicators of a recession, finds this economist Photo: Getty ImagesInvestors wanting to anticipate major economic shifts or downturns should not focus on the monthly data or ev ...

Core Viewpoint - Traders are evaluating the potential impact of a U.S. military attack on Iran and the subsequent disruptions it could cause to financial markets [1] Group 1 - The possibility of a U.S. attack on Iran is being assessed by traders [1] - Market disruptions are a key concern related to the potential military action [1]

Why a 40-year Wall Street veteran is telling clients to sell everything American - MarketWatch## Need to Know# Why a 40-year Wall Street veteran is telling clients to sell everything American## Damped Spring's Andy Constan says bond yields are becoming more attractive outside the U.S.Published: Feb. 18, 2026 at 7:01 a.m. ETShareResize---Listen(7 min)One advisor is steering clients away from U.S. investments Photo: MarketWatch photo illustration/iStockphotoGet ready for more portfolio diversity talk after fa ...

Group 1 - Bayer's stock experienced a decline on Wednesday following the announcement of a preliminary agreement to limit litigation related to its herbicide Roundup [1] - The agreement aims to address ongoing legal challenges concerning Roundup, which has faced numerous lawsuits alleging health risks [1] - This development indicates Bayer's ongoing efforts to manage legal liabilities associated with its products, particularly in the agricultural sector [1] Group 2 - The preliminary accord reflects Bayer's strategy to mitigate financial risks stemming from litigation, which has been a significant concern for the company [1] - The stock slump suggests investor apprehension regarding the effectiveness of the agreement and its potential impact on Bayer's financial performance [1] - The situation highlights the broader implications for the agricultural industry, particularly concerning product liability and regulatory scrutiny [1]

A new piece of research shows just how well U.S. stocks rise when inflation is receding rather than accelerating. ...

Core Insights - Nvidia has significantly expanded its partnership with Meta Platforms, which is impacting the stock prices of other companies seeking to enter the major chip market [1] Company Impact - The expansion of Nvidia's relationship with Meta Platforms suggests a strengthening of their collaboration in the chip business, potentially leading to increased market share for Nvidia [1] - Companies that are also interested in the chip sector are experiencing downward pressure on their stock prices due to Nvidia's enhanced position [1]

Core Insights - The cybersecurity company is positioned to benefit from the emergence of new risks associated with artificial intelligence [1] Group 1 - The company highlights that AI is creating "new classes of risks" which could lead to increased demand for cybersecurity solutions [1]

Western Digital is looking to cash in on Sandisk by selling shares of the company it spun off roughly a year ago. ...

Core Viewpoint - The movement of the 10-year Treasury yield towards 4% reflects growing anxiety in the markets regarding the impact of artificial intelligence (AI) on various industries and employment [1]. Market Summary - The S&P 500 index is currently only 1.9% away from its record close in January, indicating a resilient market despite underlying AI-related turbulence [1]. - A recent rebound in technology stocks contributed to the afternoon boost in the S&P 500, suggesting that tech companies are still a significant driver of market performance [1]. AI Concerns - Investor concerns about AI have expanded beyond fears of overspending by a few high-profile tech firms to broader worries about AI potentially rendering entire industries obsolete [1]. - There is increasing anxiety regarding the risk of AI displacing white-collar jobs, highlighting the potential socio-economic implications of AI advancements [1].

Berkshire's fresh bet on the publisher of the New York Times marks a return to newspapers for the conglomerate after exiting the business six years ago. ...