Core Viewpoint - Palo Alto Networks' stock has declined by nearly 6% following its earnings report, but analysts suggest that this dip may present a buying opportunity for investors due to the company's recent momentum and potential in AI [1][1]. Group 1: Stock Performance - Shares of Palo Alto Networks (PANW) fell approximately 6% in afternoon trading on the day of the earnings report [1]. Group 2: Analyst Perspective - Some analysts encourage investors to overlook the unclear financial outlook caused by recent acquisitions and instead focus on the company's growth momentum and opportunities in artificial intelligence [1].

Core Insights - The article discusses the misconceptions surrounding long-term investment returns and highlights that many investors may not fully understand the actual performance of their investments over time [1] Group 1: Investment Returns - Long-term investment returns are often overstated by financial institutions, leading to unrealistic expectations among investors [1] - Historical data shows that the average annual return of the stock market is around 7% after inflation, but this figure can vary significantly based on the time frame considered [1] - The article emphasizes the importance of considering market cycles and the impact of economic downturns on long-term returns [1] Group 2: Investor Behavior - Many investors tend to react emotionally to market fluctuations, which can negatively impact their long-term investment performance [1] - The article suggests that a disciplined investment strategy, rather than emotional decision-making, is crucial for achieving better long-term results [1] - It highlights the tendency of investors to chase past performance, which can lead to poor investment choices [1]

Core Insights - The adoption of Nvidia CPUs indicates a potential major transition towards Arm-based chips in data centers [1] Industry Implications - The shift to Arm-based architecture could enhance performance and energy efficiency in data centers, aligning with industry trends towards more efficient computing solutions [1] - Nvidia's move may influence other tech companies to explore Arm-based options, potentially reshaping competitive dynamics in the semiconductor market [1]

Core Insights - Both AWS and Amazon's retail business have significant opportunities to leverage AI for financial gains [1] Group 1 - AWS is positioned to benefit from AI advancements, enhancing its cloud services and offerings [1] - The retail segment of Amazon can utilize AI to improve customer experience and operational efficiency [1]

Core Viewpoint - The criticism from White House economist Kevin Hassett regarding a study by the Federal Reserve Bank of New York, which claims that American consumers are bearing the costs of President Trump's tariffs, highlights ongoing tensions surrounding trade policy and its economic implications [1]. Group 1 - Kevin Hassett stated that the authors of the New York Fed paper "should presumably be disciplined" for their findings [1]. - Hassett described the analysis as "an embarrassment," indicating strong disapproval of the study's conclusions [1]. - The criticism comes as the Trump administration awaits a potential Supreme Court ruling on the president's tariffs [1].

Moderna's stock was surging after the FDA said it would review the biotech's flu-vaccine candidate, a week after it had refused to do so. ...

A recent "unjustifiable†selloff has led analysts to take a second look at Palantir's business and AI advantage. ...

The U.S. economy is growing surprisingly fast — and here's the surprising reason why - MarketWatch## Economic Report# The U.S. economy is growing surprisingly fast — and here's the surprising reason why## Business investment emerges from 2-year slump as artificial-intelligence boom spreadsPublished: Feb. 18, 2026 at 9:21 a.m. ETShareResize---Listen(4 min)Artificial intelligence and technologies related to it are driving stronger-than-expected growth in the U.S. economy. Photo: Getty ImagesThe numbers: Risin ...

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]