Business 12 February 2026 - 14 February 2026

DoorDash stock drops more than 5% as AI ‘agent’ memo rattles delivery apps
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DoorDash stock drops more than 5% as AI ‘agent’ memo rattles delivery apps

DoorDash shares fell 5.4% to $166.79 Monday after a research note warned AI agents could erode its fee advantage, calling the company “the poster child” for disruption. Uber dropped 3.7%, Instacart-parent Maplebear 1.4%. DoorDash also suspended service in parts of Connecticut due to a nor’easter. The decline followed a recent upbeat forecast and ongoing investor debate over platform loyalty and logistics.
February 23, 2026
Honeywell (HON) stock price ticks up after $1.19 dividend as investors eye next week’s CEO remarks
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Honeywell (HON) stock price ticks up after $1.19 dividend as investors eye next week’s CEO remarks

Honeywell shares closed up 0.65% at $241.38 Friday and were steady after hours following a $1.19 quarterly dividend declaration, payable March 13 to holders as of Feb. 27. CEO Vimal Kapur will present at Barclays and Citi investor conferences in Miami on Feb. 17 and 18. Deere’s Joshua Jepsen will become CFO of Honeywell’s aerospace unit Feb. 23. The company expects to spin off Honeywell Aerospace in Q3 2026.
February 14, 2026
Toast (TOST) stock jumps after earnings and a $500 million buyback boost — analysts split
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Toast (TOST) stock jumps after earnings and a $500 million buyback boost — analysts split

Toast shares rose 4.6% to $27.33 in after-hours trading Friday after the company reported fourth-quarter profit of $101 million and revenue up 22.6% to $1.63 billion. The board approved a $500 million increase to its share buyback program. Toast forecast 2026 adjusted EBITDA of $775 million to $795 million. Needham cut its price target to $35; Bernstein reiterated $39.
February 13, 2026
Norwegian Cruise Line stock sinks after CEO shake-up and JPMorgan downgrade — what’s next for NCLH
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Norwegian Cruise Line stock sinks after CEO shake-up and JPMorgan downgrade — what’s next for NCLH

Norwegian Cruise Line Holdings shares fell 7.5% to $21.49 in after-hours trading Friday after the board named John W. Chidsey CEO, replacing Harry Sommer. JPMorgan downgraded the stock and cut its price target, citing weaker yield growth and increased promotions. The company reaffirmed its 2025 guidance and expects Q4 net yield near the midpoint of its previous range. Fourth-quarter and full-year results are due March 2.
February 13, 2026
Nebius stock jumps nearly 7% as AI cloud targets balloon — and spending does too
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Nebius stock jumps nearly 7% as AI cloud targets balloon — and spending does too

Nebius Group shares jumped 6.8% to $95.80 after reporting Q4 revenue of $227.7 million, missing analyst estimates, and a net loss of $249.6 million. CEO Arkady Volozh projected 2026 run-rate revenue of $7–9 billion and raised contracted power targets. Capital expenditures surged to $2.1 billion. Nebius plans to replace auditor Reanda, which gave an adverse opinion on its 2024 internal controls.
February 13, 2026
Workday founder Aneel Bhusri’s $139 million CEO comeback deal hinges on a five-year stock test
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Workday founder Aneel Bhusri’s $139 million CEO comeback deal hinges on a five-year stock test

Workday co-founder Aneel Bhusri will receive stock awards valued at $135 million as he returns as CEO, with $75 million tied to share-price targets, a regulatory filing showed. Bhusri’s agreement with co-founder David Duffield gives them control of about 68% of voting power. Workday shares have dropped 51% from their peak, erasing $40 billion in value. Fiscal fourth-quarter and full-year results are due Feb. 24.
February 13, 2026
CAAT pension shake-up: CEO Derek Dobson put on leave after $1.6 million payout scrutiny
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CAAT pension shake-up: CEO Derek Dobson put on leave after $1.6 million payout scrutiny

CAAT Pension Plan placed CEO Derek Dobson on administrative leave and named CIO Kevin Fahey acting CEO amid an independent review of a $1.6 million vacation payment to Dobson. The board also replaced its chair and vice-chair. The review is expected to conclude later in February. CAAT says the plan remains fully funded with over $23 billion in assets.
February 13, 2026
Cisco stock price rebounds after brutal CSCO earnings drop, but margin pressure still bites
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Cisco stock price rebounds after brutal CSCO earnings drop, but margin pressure still bites

Cisco shares rose 2.6% to $76.92 in midday trading Friday after plunging over 12% the previous session, the stock’s steepest drop since May 2022. The company forecast lower gross margins for the current quarter due to higher memory costs, despite raising its full-year revenue outlook. Cisco reported quarterly revenue of $15.3 billion and adjusted earnings of $1.04 per share.
February 13, 2026
Airbnb stock jumps after earnings — what Wall Street is watching next
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Airbnb stock jumps after earnings — what Wall Street is watching next

Airbnb shares climbed 4.5% to $121.17 in midday trading Friday after the company reported a 12% rise in fourth-quarter revenue and forecast first-quarter sales above Wall Street estimates. The company cited strong demand for higher-priced stays, even as budget travelers pull back. CEO Brian Chesky highlighted new AI-driven customer support and ongoing product changes. Deutsche Bank upgraded the stock, but analysts remain split on growth and margin risks.
February 13, 2026
Lam Research stock price rises as Applied’s AI outlook lifts chip-equipment names
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Lam Research stock price rises as Applied’s AI outlook lifts chip-equipment names

Lam Research shares climbed 2.3% to $236.72 Friday morning, recovering from Thursday’s drop as chip equipment stocks rallied after Applied Materials issued a strong forecast. The move followed softer U.S. inflation data, which lowered Treasury yields and boosted rate-cut hopes. Applied Materials jumped 8.8%. U.S. markets will close Monday for Presidents Day, reopening Tuesday.
February 13, 2026
Sphere Entertainment stock (SPHR) edges up premarket after ‘Wizard of Oz’ ticket sales near $290 million
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Sphere Entertainment stock (SPHR) edges up premarket after ‘Wizard of Oz’ ticket sales near $290 million

Sphere Entertainment shares rose 0.2% to $116 in premarket trading Friday after a 22% surge Thursday. The company reported fourth-quarter revenue of $394.3 million and net income of $57.6 million, citing strong demand for “The Wizard of Oz.” Management outlined expansion plans for new venues in Abu Dhabi and Maryland. MSG Networks subscribers fell 14.5% year over year.
February 13, 2026
Apple stock drops 5% as Siri AI delays and FTC scrutiny hit; CPI up next
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Apple stock drops 5% as Siri AI delays and FTC scrutiny hit; CPI up next

Apple shares closed down 5% at $261.73 on Thursday after Bloomberg reported delays in the revamped Siri rollout, pushing some features into later iOS releases. The drop came ahead of U.S. inflation data and amid renewed regulatory scrutiny of Apple News. The Nasdaq fell about 2% as tech stocks slid. Apple also won a defense verdict in a patent trial against Optis Wireless.
February 13, 2026
Netflix stock price holds near $76 as Paramount lines up board fight over Warner deal
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Netflix stock price holds near $76 as Paramount lines up board fight over Warner deal

Netflix shares traded at $75.86 premarket Friday after a 4.7% drop, as Paramount Skydance and hedge fund Pentwater discussed a board challenge to Warner Bros Discovery’s deal with Netflix. Netflix paused buybacks to conserve cash for the bid, with its stock down about 20% since December. U.S. stock futures were flat ahead of inflation data due at 8:30 a.m. ET.
February 13, 2026
Diageo share price slips after director takes interim CEO duties at Fortune Brands
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Diageo share price slips after director takes interim CEO duties at Fortune Brands

Diageo shares fell 1.2% to 1,826 pence after board member Susan Kilsby was named interim executive chair at Fortune Brands Innovations in the U.S. Kilsby will serve from Feb. 12 to May 13, covering CEO duties during a leadership transition. Diageo did not announce changes to her board role. Investors remain focused on the company’s Feb. 25 interim results after a recent profit warning.
February 13, 2026
Rivian stock lifts on R2 launch timeline, but 2026 outlook points to more losses
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Rivian stock lifts on R2 launch timeline, but 2026 outlook points to more losses

Rivian forecast 2026 deliveries of 62,000 to 67,000 vehicles, up from 42,247 in 2025, as it prepares to launch the R2 SUV in the second quarter. The company posted $1.29 billion in fourth-quarter revenue and $120 million in gross profit, but reported a net loss of $804 million. Rivian guided to an adjusted EBITDA loss of $1.8 billion to $2.1 billion and capital spending up to $2.05 billion this year.
February 12, 2026
Pinterest earnings: Stock drops on weak Q1 revenue outlook as AI pivot faces a tougher ad fight
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Pinterest earnings: Stock drops on weak Q1 revenue outlook as AI pivot faces a tougher ad fight

Pinterest forecast first-quarter revenue of $951 million to $971 million, missing analysts’ $980.1 million estimate. Shares dropped about 12% in after-hours trading following the outlook. Fourth-quarter revenue rose 14% to $1.319 billion, with monthly active users reaching 619 million. The company recently announced job cuts affecting less than 15% of its workforce.
February 12, 2026
Ford forecasts 2026 profit rebound after tariff surprise and EV write-downs
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Ford forecasts 2026 profit rebound after tariff surprise and EV write-downs

Ford projected 2026 adjusted EBIT of $8 billion to $10 billion after posting a $8.2 billion net loss in 2025, citing electric-vehicle charges and higher costs. The company expects $5 billion to $6 billion in adjusted free cash flow and $9.5 billion to $10.5 billion in capital spending this year. Ford’s EV unit lost $4.8 billion in 2025. Shares rose about 1% to $13.98 in afternoon trading.
February 12, 2026
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