AI Trends 11 February 2026 - 16 February 2026

AI stocks head into Tuesday reopen as Nvidia, Microsoft slide and “AI spend” doubts linger
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AI stocks head into Tuesday reopen as Nvidia, Microsoft slide and “AI spend” doubts linger

U.S. stock markets were closed Monday for Presidents Day, pausing trading in AI-linked megacaps that have lost value this year amid doubts over costly AI infrastructure spending. Nvidia’s February 25 earnings are seen as the next key event for investors. In the last session before the holiday, Nvidia fell 2.2%, Alphabet dropped 1.1%, and Meta lost 1.5%. AI sector sentiment remains tense ahead of Tuesday’s market reopen.
February 16, 2026
S&P Global stock price rises late Friday as insider buying shows up after AI selloff
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S&P Global stock price rises late Friday as insider buying shows up after AI selloff

S&P Global shares jumped 3.1% to $409.43 Friday, rebounding from a steep February drop after director Hubert Joly bought $997,000 in stock. The company forecast 2026 adjusted EPS of $19.40–$19.65 and organic revenue growth of 6–8%. Trading volume was heavy, but the stock remains over 30% below its August high. AI-driven pricing concerns persist, analysts said.
February 13, 2026