Market Minute 2-18-26- Markets Bounce; Apple Stands Out

Company Insights - Apple Inc. (AAPL) is outperforming its peers, with a stock increase of 1.7% in February, while the Nasdaq 100 Index has decreased by 3.3% [2] - Berkshire Hathaway Inc. (BRK.B) reduced its holdings in Apple, Bank of America Corp. (BAC), and Amazon.com Inc. (AMZN) in Q4 2025, while initiating a new position in the New York Times Co. (NYT) [3] - Palantir Technologies Inc. (PLTR) is relocating its headquarters from Denver to Miami, reflecting a trend of tech and finance companies moving to Florida for various advantages [4] Market Performance - US equity markets are underperforming compared to foreign markets, with the State Street SPDR S&P 500 ETF (SPY) flat year-to-date, while the iShares MSCI ACWI ex US ETF (ACWX) has risen by 8.8% [4] - The current performance marks the worst start for US markets relative to global markets since 1995, attributed to a falling US dollar, a slump in Big Tech, political uncertainty, and high valuations [4]