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. ...

Core Viewpoint - Palantir Technologies has relocated its headquarters from Colorado to Florida, aiming for a more business-friendly environment [1] Group 1: Company Relocation - Palantir announced the move of its corporate headquarters to Miami, Florida, from Colorado [1] - The new headquarters is located in Aventura, Miami-Dade County, as per a regulatory filing [1] - The company has begun listing job openings based in Miami, including an executive team assistant role [1] Group 2: Business Environment - Experts suggest that Florida's more business-friendly policies are attracting more corporations and billionaires to the state [1]

Group 1 - CrowdStrike, C.H. Robinson, and Compass are identified as stocks that have been unfairly impacted by concerns over AI disruption [1] - Analysts suggest that the market's reaction to these companies is exaggerated and does not reflect their underlying fundamentals [1] - The fear of AI disruption has led to a mispricing of these stocks, presenting potential investment opportunities [1]

An apparent slowdown in inflation since last fall has eased worries on Wall Street, but skeptics are yet to be convinced price pressures have largely evaporated. A new Federal Reserve study might add to the doubts. ...

Core Argument - Jeremy Grantham presents a provocative argument suggesting that the U.S. stock market is expected to yield mediocre returns in the current year [1] Group 1 - Grantham's analysis indicates that the market's performance will be hindered by various economic factors [1] - The argument is based on historical data and current market conditions that suggest a lack of strong growth [1] - Grantham emphasizes the importance of understanding market cycles and the potential for stagnation in returns [1]

Core Insights - The software selloff is intensifying, prompting ServiceNow's CEO to purchase shares during the downturn and to join other executives in halting automated stock-selling plans [1] Company Actions - ServiceNow's CEO is actively buying shares, indicating confidence in the company's future despite current market conditions [1] - The decision to end automated stock-selling plans by the CEO and other executives suggests a strategic move to align their interests with the company's long-term performance [1]

Nvidia shares have gone nowhere this year, but a Cantor Fitzgerald analyst sees next Wednesday's earnings report as the first of a few notable catalysts. ...

Core Viewpoint - D.A. Davidson expresses concerns that Rivian's guidance necessitates an exceptionally strong launch of its R2 electric vehicle (EV) [1] Company Summary - Rivian's future performance is heavily reliant on the successful introduction of the R2 EV, which is critical for meeting the company's projected targets [1]

Core Viewpoint - Palo Alto Networks shares have been affected by the broader software selloff, yet analysts maintain a positive outlook on the recent growth of its firewall business and the anticipated benefits from acquisitions [1] Group 1: Company Performance - Analysts are optimistic about the momentum in Palo Alto Networks' firewall business, indicating strong performance despite market challenges [1] - The company is expected to benefit from its recent acquisitions, which may enhance its market position and product offerings in the cybersecurity space [1] Group 2: Market Context - The software sector is currently experiencing a selloff, impacting various companies, including Palo Alto Networks [1] - Despite the negative market sentiment, the positive analyst outlook suggests resilience and potential for recovery in Palo Alto Networks' stock performance [1]

How Paramount brought its failing bid for Warner Bros. back from the brink - MarketWatch# How Paramount brought its failing bid for Warner Bros. back from the brink## Warner Bros. has given Paramount seven days to make a final offer after the company signaled it would raise its price to $31 a share on top of other deal sweeteners offered last weekPublished: Feb. 17, 2026 at 8:54 a.m. ETShareResize---Listen(4 min)Paramount Skydance convinced Warner Bros. to reopen negotiations after signaling it was finally ...