Marcin Frąckiewicz

T-Mobile stock jumps today as TMUS lifts 2027 cash outlook and ramps buybacks
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T-Mobile stock jumps today as TMUS lifts 2027 cash outlook and ramps buybacks

T-Mobile US shares jumped 4.3% to $218.60 Thursday after the company raised its 2027 revenue and cash flow targets and said it would double first-quarter buybacks to as much as $5 billion. The company reported 962,000 postpaid phone net adds in Q4, but churn rose to 1.02%. T-Mobile also plans a euro-denominated bond offering. Management will stop reporting postpaid phone adds, shifting focus to account growth and ARPA.
February 12, 2026
Cisco stock slides nearly 11% after earnings as margin pressure spooks CSCO traders
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Cisco stock slides nearly 11% after earnings as margin pressure spooks CSCO traders

Cisco shares fell about 11% to $76.21 Thursday after the company forecast lower gross margins for the next quarter despite raising its full-year revenue outlook. Second-quarter revenue rose 10% to $15.3 billion, but investors focused on margin pressure from rising memory costs. The drop weighed on other hardware stocks, including Arista, Dell, and HPE.
February 12, 2026
Netflix stock drops 5% as Warner deal pushback grows — what’s next for NFLX
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Netflix stock drops 5% as Warner deal pushback grows — what’s next for NFLX

Netflix shares fell 5.1% to $75.53 in late-morning Thursday trading amid uncertainty over its proposed deal with Warner Bros Discovery. Activist investor Ancora said it would oppose the Warner-Netflix deal and support Paramount’s rival bid. Paramount extended its $30-a-share cash offer and pledged to cover Warner’s $2.8 billion breakup fee to Netflix. Traders are watching shareholder votes and antitrust reviews.
February 12, 2026
Intel stock price today: INTC slips as Rakuten AI telecom deal puts MWC in focus
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Intel stock price today: INTC slips as Rakuten AI telecom deal puts MWC in focus

Intel shares fell 0.9% to $47.87 Thursday morning, lagging gains in other chip stocks despite renewed focus on its telecom AI strategy. The stock moved between $47.44 and $48.95. Investors remain cautious, seeking proof that Intel’s network and edge efforts will generate real orders. Traders are watching Mobile World Congress in March for customer wins or deployment news.
February 12, 2026
Broadcom stock slips as UBS touts TPUs, Cisco raises AI networking stakes

Broadcom stock slips as UBS touts TPUs, Cisco raises AI networking stakes

Broadcom shares fell 1.1% to $338.84 Thursday morning after touching $346.23 earlier. UBS reiterated a Buy rating and $475 price target, citing accelerating demand for Broadcom’s TPU chips and projected $60 billion in AI revenue for 2026. Cisco launched new AI data center chips this week, intensifying competition. ByteDance is developing its own AI chip and has been linked to both Samsung and Broadcom.
February 12, 2026
AppLovin stock price dives in regular trading after earnings beat fails to calm competition jitters
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AppLovin stock price dives in regular trading after earnings beat fails to calm competition jitters

AppLovin shares dropped about 18% to $375.13 Thursday after its quarterly report, despite beating sales estimates and forecasting higher first-quarter revenue. The company posted fourth-quarter sales of $1.66 billion and net income of $1.10 billion. CEO Arash Foroughi told analysts operating performance was at a record high. Investors remain concerned about competition and the impact of economic uncertainty on ad budgets.
February 12, 2026
Shopify stock price slides: SHOP selloff shifts focus to cash‑flow margin and $2 billion buyback
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Shopify stock price slides: SHOP selloff shifts focus to cash‑flow margin and $2 billion buyback

Shopify shares dropped 7.8% to $109.44 Thursday morning after the company forecast a lower first-quarter free cash flow margin despite strong revenue growth. The stock had briefly topped $121 earlier in the session. Shopify reported $3.67 billion in fourth-quarter revenue and $715 million in free cash flow. A $2 billion buyback program begins February 17.
February 12, 2026
GOOG stock rebounds as Alphabet clears $32 billion Wiz hurdle and sells rare 100-year bond
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GOOG stock rebounds as Alphabet clears $32 billion Wiz hurdle and sells rare 100-year bond

Alphabet’s Class C shares rose 0.4% to $312.47 Thursday morning after EU regulators cleared Google’s $32 billion Wiz acquisition. The company also raised £1 billion with a rare 100-year sterling bond as part of a $31.51 billion global debt sale. Alphabet shares had closed down 2.29% Wednesday. The European Publishers Council filed a new antitrust complaint over Google’s AI Overviews.
February 12, 2026
Sandisk stock price jumps as memory-chip shortage headlines lift SNDK again
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Sandisk stock price jumps as memory-chip shortage headlines lift SNDK again

Sandisk shares surged 10.3% to $661.18 in morning trading Thursday, following news of Samsung’s latest HBM4 memory chip shipments and ongoing supply concerns. Seagate, Western Digital, and Micron also advanced. Memory prices have climbed up to 90% since late 2025, with companies overbooking components and PC makers raising prices. Sandisk forecast third-quarter revenue of $4.4–$4.8 billion.
February 12, 2026
Palo Alto Networks stock slips as CyberArk deal closes and Tel Aviv listing plan surfaces
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Palo Alto Networks stock slips as CyberArk deal closes and Tel Aviv listing plan surfaces

Palo Alto Networks shares slipped 0.2% after the company confirmed plans for a secondary listing in Tel Aviv following its $25 billion CyberArk acquisition. An SEC filing detailed changes to CyberArk’s convertible notes and related hedges. Palo Alto will keep CyberArk’s products standalone for now. Investors await the company’s Feb. 17 earnings for updates on integration and demand.
February 12, 2026
McDonald’s Q4 2025 earnings beat as value meals pull customers back and same-store sales jump
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McDonald’s Q4 2025 earnings beat as value meals pull customers back and same-store sales jump

McDonald’s global comparable sales rose 5.7% in Q4, beating analyst estimates, as revenue jumped 10% to $7.01 billion and adjusted earnings reached $3.12 per share. The company raised its quarterly dividend 5% and reported U.S. sales rebounded sharply after a previous dip. CEO Chris Kempczinski credited value meal deals for gains among lower-income households. Executives warned of a slower start to 2026 due to January weather.
February 12, 2026
AMP shares crater nearly 28% after FY25 results as CEO Alexis George heads for exit
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AMP shares crater nearly 28% after FY25 results as CEO Alexis George heads for exit

AMP shares plunged 27.7% to A$1.26 after full-year results showed statutory NPAT down 11.3% to A$133 million, despite underlying NPAT rising 20.8% to A$285 million. Assets under management climbed 9% to A$161.7 billion. CEO Alexis George will retire March 30, with CFO Blair Vernon set to succeed her. Hub24 and Netwealth also fell 5.3% and 4.5%, respectively.
February 12, 2026
HubSpot stock drops after earnings: why HUBS is sliding even after upbeat 2026 targets
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HubSpot stock drops after earnings: why HUBS is sliding even after upbeat 2026 targets

HubSpot shares fell 9.8% to $209.33 in after-hours trading Wednesday after the company posted higher profit, raised its outlook, and announced a $1 billion share buyback. Fourth-quarter revenue rose 20% to $846.7 million, with billings up 27%. The 2026 revenue forecast of $3.69–$3.70 billion topped estimates. Investors focused on future billings and margins despite the upbeat results.
February 12, 2026
Leidos stock plunges 11%: LDOS heads into earnings week under pressure
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Leidos stock plunges 11%: LDOS heads into earnings week under pressure

Leidos Holdings fell 11% to $173 on Wednesday, then held steady after hours ahead of its Feb. 17 earnings report. The drop comes as investors await updates on the planned $2.4 billion ENTRUST acquisition and recent federal contract wins, including a $142 million Defense Information Systems Agency award. Trading volume reached about 1.5 million shares. Wall Street expects quarterly earnings of $2.57 per share on $4.25 billion in revenue.
February 12, 2026
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