Core Viewpoint - JFrog's share price dropped 24.94% following the launch of Anthropic's Claude Code Security, raising concerns about AI tools potentially replacing existing cybersecurity solutions [1][2]. Company Overview - JFrog, co-founded and led by CEO Shlomo Ben Haim, specializes in software development solutions [2]. - The company has experienced a significant decline in stock value, losing 39.6% since the beginning of 2026, which equates to a market cap reduction of nearly $3 billion, bringing it down to $4.5 billion [5]. Market Reaction - The launch of Claude Code Security by Anthropic has led to a broader decline in cybersecurity stocks, with notable drops in SentinelOne (down 4.35%) and Varonis (down 7.68%) [2]. - Investment bank Jefferies' analyst Joseph Gallo expressed that while the cybersecurity field will ultimately benefit from AI, there will be increasing headwinds until the impact of AI on cybersecurity becomes clearer [5]. Analyst Perspectives - Raymond James stated that the decline in JFrog's stock is exaggerated and views it as a short-term risk that does not affect the company's strategic position, maintaining a positive outlook due to the company's foresight and platform resilience [6].

Core Insights - Vistra Corp. (NYSE:VST) is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with multiple analysts upgrading their ratings and price targets recently [1][2][3]. Analyst Upgrades - On February 12, 2026, JPMorgan analyst Jeremy Tonet raised the price target for Vistra Corp. to $239 from $233 and maintained an Overweight rating [1]. - Jefferies analyst Julien Dumoulin-Smith upgraded Vistra Corp. to Buy from Hold on February 10, 2026, increasing the price target to $203 from $191, citing a favorable risk/reward profile after a recent selloff [2]. - Goldman Sachs analyst Carly Davenport also upgraded Vistra Corp. to Buy from Neutral on February 6, 2026, raising the price target to $205 from $200, highlighting the company's ability to secure significant power purchase agreements [3]. Company Overview - Vistra Corp. operates as an integrated retail electricity and power generation company in the United States, with segments including Retail, Texas, East, West, and Asset Closure [4].

Nova Ltd. (NASDAQ:NVMI) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 13, 2026, Morgan Stanley raised its price target on Nova Ltd. (NASDAQ:NVMI) to $453 from $335 and maintained an Equal Weight rating following in-line earnings and wafer fab equipment guidance. Morgan Stanley said the update raises the question of whether Nova can outperform WFE, noting that historical execution suggests it could, but adding it is “not there yet.” Also on February 13, 2026, BofA raised its ...

美国最高法院裁定特朗普关税政策违法后，提前布局的华尔街对冲基金将获巨额回报。 据央视新闻，当地时间20日，美国最高法院裁定，特朗普政府依据《国际紧急经济权力法》（IEEPA） 实施的相关大规模关税措施缺乏明确法律授权。 华尔街见闻曾提及，去年10月份，对冲基金和专业投资机构便开始押注美国最高法院可能裁定特朗普关 税违法，他们以极低价格从陷入困境的进口商手中购入理论上的关税退款权。 投资公司117 Partners创始人Thomas Braziel表示，他个人投入92.5万美元购买关税退款索赔权，如今有 望获得超过八倍的回报。 这种不确定性让持有退款索赔权的投资机构面临两难选择：是通过转手索赔权锁定部分收益，还是等待 法律纠纷结束？Seiden表示： 这是一个价值数十亿美元的问题，所有人都处于观望状态。 退款前景仍存不确定性 华尔街见闻提及，尽管美国最高法院做出裁决，但并未涉及退款问题，分析猜测或将其留给下级法院处 理。 律师事务所Barnes Richardson合伙人Lawrence Friedman表示，即便如此，美国政府仍可能选择质疑任 何要求退款的下级法院裁决。Friedman称： 特朗普不喜欢地区法 ...

截至发稿，AI大模型公司智谱和MiniMax在香港分别上涨31%和13%，延续1月上市以来的强势，两只股票累计涨幅均已超过四倍。 $$\begin{array}{l}{{\phi_{\blacksquare}\supset\exists t}}\\ {{\models\bot\vdash}}\end{array}$$ 港股农历新年假期后复市，科技股走出分化行情，生成式AI初创公司大涨，传统互联网巨头回调，资金偏好正从"综合平台"转向更纯粹的AI标的。 中国人形机器人春晚炫酷表演 点燃香港股市投资者的热情。机器人板块的优必选周五在香港一度上涨13%，越疆一度飙升近23%，创4月份以来最大盘中涨 幅。 华尔街机构对MiniMax的态度也在为行情提供支撑。摩根士丹利，Jefferies和瑞银已完成对MiniMax的覆盖，评级相当于"买入"。 其中，瑞银给出的目标价为1000港元。Morgan Stanley预计，MiniMax收入到2027年可能达到约7亿美元，意味着未来两年存在最高约十倍的增长空间。 互联网巨头回调，投入与回报被重新定价 阿里巴巴和腾讯在假期期间披露的运营数据并不弱，但市场焦点转向"投入与回报"。 ...

showing the trade deficit surging in December. This is important too. 70 billion up 33% from November.Let's discuss it all with David Zervos. He's the chief market strategist at Jeffre. David, it's great to see you.I mean, is it bad. I kind of want to talk trade deficit a little bit. Like it's was that just a one-mon aberration.What's going on here. >> I think look, I've never gotten very excited about one month or even three months of data. I think you need to see the trend and the trend has been that uh t ...

ALBUQUERQUE, N.M., Feb. 18, 2026 (GLOBE NEWSWIRE) -- ARRAY Technologies, Inc. (NASDAQ: ARRY) (“ARRAY” or the “Company”), a leading global provider of solar tracking technology and fixed-tilt products, foundation solutions, software systems and services, announced that on February 18, 2026, it has successfully upsized and extended its existing revolving credit facility from $166 million to $370 million. The amended facility extends the maturity of the revolving credit facility by over two years, from October ...

SanDisk stock is trading near recent highs. What’s next for SNDK stock?Secondary Sale Prices 5.8M SNDK Shares At DiscountSandisk announced a secondary public offering of 5,821,135 SNDK shares currently owned by former parent Western Digital Corporation. The stock is being offered at $545 per share, below the latest trading price, with Sandisk itself not issuing new shares or receiving any proceeds. The deal, expected to close Thursday, comes via an effective shelf registration statement and accompanying pro ...

Wall Street is back to playing defense against AI. After the long weekend, stocks reopened under pressure. The Nasdaq Composite slid close to 1% in early trading, with the S&P 500 (down 0.8%) and the Dow Jones Industrial Average (down 0.4%) also in the red. The selling wasn’t confined to obscure corners of the market. Mid-morning trading showed broad weakness across the AI complex — from chipmakers to platforms — as investors tried to sort out who actually benefits from the boom and who might be replaced ...

Investing.com -- U.S. stocks could receive approximately $11 billion in weekly inflows as annual tax refunds are distributed through mid-April, Deutsche Bank strategist Parag Thatte wrote in a note. The strategist noted that the period from mid-February to mid-April typically represents about one-third of annual inflows to US stocks. As such, Deutsche Bank economists anticipate an additional $50 billion to $100 billion in individual tax refunds this year, which may also boost consumer spending. Thatte ...