Global Payments, Insulet, and SolarEdge released their fourth-quarter 2025 figures, highlighting differing trends in revenue, earnings, and profitability. Global Payments and Insulet both topped revenue expectations, while SolarEdge reported a GAAP net loss despite strong year-over-year sales growth. All three companies set targets for 2026, outlining guidance on revenue expansion, margins, and earnings growth.

Sandisk Corporation's stock declined on February 18, 2026, after Western Digital moved to sell $3.17 billion worth of its shares in a discounted secondary offering. The deal, involving a debt-for-equity swap with J.P. Morgan and BofA Securities, comes at up to a 9.4% discount to the prior close and put further pressure on SNDK in premarket trading. Despite the short-term drop, Sandisk has delivered triple-digit returns over the past year amid a NAND flash shortage and strong earnings.

Nvidia said Tuesday after the market close it signed a multiyear agreement to deliver millions of AI chips to Meta, spanning Blackwell GPUs, forthcoming Rubin parts, and Grace/Vera CPUs. By 5:25 AM EST Wednesday, NVDA traded at $188.40 in premarket, up 1.85% after a 1.20% regular-session gain, as investors assessed the expanded data center footprint.

On February 17, 2026, Danaher said it agreed to acquire Masimo for about $9.9 billion in cash at $180 per share, nearly 40% above Masimo's $130.15 Friday close. DHR fell more than 3% in morning trade, and at 10:25 AM EST the stock was $205.35, down $7.23 or 3.40% from $212.58.

On February 17, 2026, Paramount Skydance (PSKY) climbed 3.68% to $10.70 in premarket trading after a report that Warner Bros. Discovery is considering reopening acquisition talks. The move follows Paramount's amended bid, which includes covering a $2.8 billion breakup fee and up to $1.5 billion in debt refinancing costs, and comes as the stock continues to lag the broader market.

On February 13, 2026, Pinterest shares fell more than 20% after a fourth-quarter earnings miss and softer Q1 guidance. CEO Bill Ready said tariff pressures hurt spending by major retail advertisers, while CFO Julia Donnelly highlighted a larger-than-expected headwind. As of 10:22 AM EST, PINS traded at $14.67 after an intraday low of $13.84.

Palantir Technologies shares fell as much as 6.7% on February 12 and continued lower in premarket trading on February 13 after Michael Burry released a 10,000-word newsletter criticizing the durability of the current AI investment cycle and warning the stock could decline sharply. While Burry outlined potential downside of up to 66%, other analysts highlighted Palantir's rapid growth, strong cash position and premium valuation, underscoring the divide over how sustainable its AI-driven momentum really is.

Lumen Technologies' shares rose 29% to $8.06 on February 6, 2026 after CEO Kathleen Johnson bought 78,685 shares for about $500,000 at $6.35 each on February 5, 2026. The purchase followed a 21% post-earnings drop, and the stock traded at $8.02 at 10:45 AM EST on February 11, 2026.

On February 11, 2026, Moderna's stock fell 9.30% in premarket trading to $38.09 after the FDA issued a refuse-to-file letter for its mRNA-1010 seasonal flu vaccine. The agency criticized the Phase 3 trial design for not using the best-available standard of care for older adults, while Moderna argued the decision conflicts with prior regulatory feedback and highlighted that the vaccine met trial objectives and is under review in other major markets.