AI Uncertainty Melts Away Market Gains

Key Takeaways Existing Home Sales Saw the Steepest Drop in 4 YearsBond Yields Wavered as a Result, and Markets Sold OffEarnings Results from EXPE, ROKU, ABNB & More After the CloseThursday, February 12th, 2026A funny thing happened on the way to the stock market rally: confidence in economic strength began to sharply erode upon the worst Existing Home Sales report in four years. This seemed to generate a drop in bond yields, which led to a general “needle-scratch” across trading as of mid-morning. The Dow s ...