Investing 19 February 2026 - 20 February 2026

Transocean shares rose 1.9% to $6.36 premarket after reporting 2025 contract drilling revenue of $3.97 billion, adjusted EBITDA of $1.37 billion, and a $626 million free cash flow. Debt fell to $5.69 billion. The company added $610 million in contract backlog since October, bringing the total to $6.1 billion. Transocean expects to close its $5.8 billion Valaris acquisition in the second half of 2026.

Plug Power shares traded near $1.91 in Friday’s premarket after two days of gains. Shareholders on Feb. 12 approved doubling authorized shares to 3 billion. Traders are watching a note-conversion window opening Feb. 28, which could add stock to the market. Thursday’s volume was in the mid-70 million share range.

Comfort Systems USA shares jumped 6.3% premarket after reporting fourth-quarter net income of $330.8 million, up from $145.9 million a year earlier, and raising its dividend by 10 cents to 70 cents per share. Revenue climbed to $2.65 billion, and year-end backlog reached $11.94 billion. Investors await management’s Friday call for 2026 demand outlook.

Alibaba’s U.S.-listed shares fell 0.9% to $154.27 in premarket trading Friday after its Hong Kong shares dropped 3.75%. Erste Group downgraded Alibaba citing falling margins and rising liabilities tied to AI investments. The Pentagon briefly listed Alibaba as linked to China’s military, then withdrew the claim. Investors shifted funds into “pure AI” stocks, pressuring major tech platforms.

Blackstone shares traded flat premarket Friday after dropping 5.37% to $125.76 in the previous session, following Blue Owl Capital’s move to halt quarterly redemptions at a credit fund. The decision triggered a broader selloff in alternative asset managers. U.S. GDP and PCE inflation data due later Friday could influence interest-rate expectations.

Newmont shares rose 0.6% to $125.40 in U.S. premarket trading after fourth-quarter profit beat estimates, helped by higher gold prices. The miner forecast 2026 gold production of 5.3 million ounces and guided to all-in sustaining costs of $1,680 an ounce. Newmont raised its dividend to $0.26 per share, payable March 26. Investors weighed a planned $1.4 billion in project spending and a dip in 2026 output.

Bank of America shares closed down 1.1% at $52.77 after news it will commit $25 billion to private credit deals. The stock saw heavy trading, with a range between $51.52 and $53.30. U.S. financial stocks fell, while oil hit a six-month high amid U.S.-Iran tensions. Fed minutes showed officials split on rate direction, citing risks from inflation and AI.

Amazon shares slipped 0.3% to $204.15 by late morning Thursday amid a broader tech decline. SEC filings showed retail chief Douglas Herrington sold 4,784 shares under a preset plan. Morgan Stanley reiterated an Overweight rating, citing AWS growth and AI shopping agents as key factors. The Dow, S&P 500, and Nasdaq were all lower in early trading.

Glaukos shares slipped 0.1% to $120.90 in premarket trading Thursday after surging 13.5% the previous session. The company reported record Q4 sales of $143.1 million, up 36%, and reaffirmed 2026 revenue guidance. Analysts raised price targets, citing momentum in iDose TR and the upcoming Epioxa launch. Glaukos ended 2025 with $282.6 million in cash and no debt.

Global Payments shares hovered near $81 in premarket trading Thursday after surging 16.5% the previous session. The company projected 2026 adjusted EPS of $13.80–$14.00, above analyst estimates, and announced a $2.5 billion buyback. Vivek Sankaran joined the board as an independent director, effective Feb. 19.

Grab Holdings shares fell 1.1% to $4.40 in U.S. premarket trading Thursday, after closing up 4.2% at $4.45. A Form 144 filing showed a planned insider sale of 160,000 shares valued at about $660,800. The move follows Grab’s weaker-than-expected 2026 revenue forecast and news of its $425 million deal to acquire Stash Financial.