This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Wednesday. I've been craving birria since reading about the Mike's Red Tacos new franchising plan.Stock futures are higher this morning. The three major indexes all ended yesterday's session little changed.Here are five key things investors need to know to start the trading day:1. Delivery troublesThe logo and lettering of online retailer Amazon can be seen on the façade of Amazon Germany's headquarters. ...

MCNEX Launches Industry's First Automotive-Grade QHD Front-and-Rear Cameras over Unshielded Cables & Connectors, Based on Valens Semiconductor's VA7000 A-PHY Chipsets [Accessibility Statement] Skip NavigationThe cameras allow OEMs to reduce harness cost by operating over the simplest channels, including UTP and low-cost Coax, while retaining high-resolution imaging; MCNEX also introduces to market a 4K rear camera based on A-PHYSEOUL, South Korea and HOD HASHARON, Israel, Feb. 18, 2026 /PRNewswire/ -- MCNEX ...

Verisk quarterly profit beats estimates on steady data analytics demand | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Verisk logo is seen in this illustration taken November 9, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]Feb 18 (Reuters) - Verisk's [(VRSK.O), opens new tab] fourth-quarter profit topped Wall Street expectations on Wednesday on the back of steady demand for its data analytics off ...

Core Viewpoint - Analog Devices (ADI) forecasts strong second-quarter results driven by robust demand from industrial and data center customers, fueled by the AI boom, surpassing Wall Street estimates [1][2]. Financial Performance - The company projects second-quarter revenue of $3.5 billion, with a variance of $100 million, exceeding analysts' average estimate of $3.23 billion [2]. - Adjusted earnings are forecasted at $2.88 per share, with a variance of 15 cents, compared to the analyst consensus of $2.31 per share [3]. - First-quarter revenue was reported at $3.16 billion, surpassing estimates of $3.12 billion [3]. Market Dynamics - Investment in data center infrastructure for generative AI workloads is significantly driving demand for Analog Devices' semiconductors, helping to mitigate challenges from the macroeconomic and geopolitical environment [2]. - The CFO of Analog Devices highlighted that the revenue outlook reflects a new high-watermark for the company, indicating strong execution against both cyclical and secular growth trends [3].

Core Insights - Thematic ETFs have shown strong momentum in early 2026, adding $4 billion in January after a $23 billion increase in 2025 [1] - The VettaFi Thematic Rotation Index provides a disciplined approach to thematic investing, addressing challenges like timing and overlapping exposures [1] Thematic Investment Strategy - VettaFi's index encompasses a multi-sector approach, including trends in energy, financials, materials, and healthcare, beyond just technology [1] - The index is rebalanced quarterly, employing an equal-weighting strategy and capping individual company exposure at 8% to mitigate concentration risk [1] Sector Performance - The late December rebalance identified seven dominant sub-themes: Uranium, Semiconductors, Quantum Computing, GLP-1 Weight Loss Drug Manufacturers, E-Sports & Interactive Gaming, Defense, and Consumer Fintech [1] - Previously popular themes like Cloud Computing and Travel & Leisure have seen a decline in momentum [1] Benchmark Overlap and Returns - The VettaFi index has a low overlap with major benchmarks, at 21% with the S&P 500 and 23% with the Nasdaq 100, including 185 companies with a median market capitalization of $18 billion [1] - The index achieved a 24% return over the 12 months ending January 2026, outperforming the Nasdaq 100 (20%) and S&P 500 (16%) [1] Geographic Diversification - The index primarily focuses on the U.S. market (60%) but also includes companies from Australia, Canada, China, Denmark, and Japan, providing necessary cross-border diversification [1]

Group 1: AI Developments - Meta (META) plans to deploy millions of Nvidia (NVDA) chips for its AI infrastructure, while Nvidia has exited its investment in Arm Holdings (ARM) [3] - Apple (AAPL) is enhancing its AI capabilities with a trio of new and updated devices [8] Group 2: Investment Moves - Warren Buffett's Berkshire Hathaway (BRK.B) has made a new investment in the New York Times (NYT) while reducing its stake in Amazon (AMZN) [3] Group 3: Economic and Fiscal Policies - New York City Mayor Zohran Mamdani proposed a 9.5% property tax increase as a last resort to address a $5.4 billion two-year revenue shortfall, contingent on the failure of a tax on high earners [4][5] - The mayor's preliminary budget is set at $127 billion, and if the property tax is raised, it would be the first increase in over two decades, potentially leading to higher rents and business relocations [6] - Governor Kathy Hochul announced an additional $1.5 billion allocation over two years to assist New York City's fiscal challenges but opposes the property tax increase [7] Group 4: Market Movements - In Asia, Japan's market rose by 1%, while in Europe, London, Paris, and Frankfurt saw increases of 1%, 0.5%, and 0.8% respectively [9] - U.S. futures indicate a positive outlook with Dow, S&P, and Nasdaq all up by 0.4% to 0.5%, while crude oil prices increased by 1.9% to $63.41 [9]

While reporting financial results for the first quarter on Wednesday, semiconductor company Analog Devices, Inc. (ADI) provided earnings and revenue guidance for the second quarter of fiscal 2026.For the second quarter, the company projects earnings in a range of $2.04 to $2.34 per share and adjusted earnings in a range of $2.73 to $3.03 per share on projected revenues between $3.4 billion and $3.60 billion.The company's Board of Directors declared an 11 percent higher quarterly cash dividend of $1.10 per ...

格隆汇2月18日｜Analog Devices美股盘前涨近4%。消息面上，公司第一财季营收31.6亿美元，预估31.2 亿美元；每股收益1.69美元，预估1.61美元。 ...

Core Viewpoint - The analog chip maker has reported fiscal first-quarter earnings that exceeded expectations and has provided strong guidance for the upcoming second quarter [1] Financial Performance - The company posted better-than-expected fiscal first-quarter earnings, indicating robust financial health and operational efficiency [1] - The strong earnings performance suggests a positive trend in demand for analog chips, which may benefit the company's market position [1] Future Outlook - The company has issued strong guidance for the current second quarter, reflecting confidence in continued growth and market demand [1] - This optimistic outlook may attract investor interest and potentially lead to increased stock performance [1]

Core Viewpoint - QuickLogic Corporation has been awarded a $13 million contract to support the development of Strategic Radiation Hardened (SRH) FPGA technology, aimed at meeting the Department of War's strategic and space system requirements [1]. Group 1: Contract Details - The $13 million contract represents the latest tranche of a multi-year program initiated in August 2022 [1]. - The funding will facilitate the continued development and demonstration of high reliability FPGA technology [1]. Group 2: Company Overview - QuickLogic Corporation specializes in embedded FPGA (eFPGA) Hard IP, ruggedized FPGAs, and endpoint AI solutions [1]. - The company combines cutting-edge technology with open-source tools to deliver customizable, low-power solutions for various markets, including aerospace and defense [1].