Stock Market 18 February 2026

Sandisk Stock Pulls Back After Nasdaq-100 Boost as Evercore Sees $1,200 on AI Storage Demand
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Sandisk Stock Pulls Back After Nasdaq-100 Boost as Evercore Sees $1,200 on AI Storage Demand

Sandisk shares fell 2.2% to $932.01 Tuesday after a record 11.8% jump Monday, ahead of its addition to the Nasdaq-100 on April 20. Evercore ISI set a $1,200 price target, citing AI-driven NAND demand, while Citi raised its target to $980. Sandisk and China’s YMTC each held 11.8% of the global NAND market last year. The company reports fiscal Q3 results on April 30.
April 14, 2026
Carvana stock price rises ahead of earnings; options flag a double-digit CVNA swing
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Carvana stock price rises ahead of earnings; options flag a double-digit CVNA swing

Carvana shares climbed 3.5% to $363.35 Wednesday ahead of quarterly earnings due after the bell, with options pricing signaling a potential 13.5% swing by week’s end. A new SEC filing showed T. Rowe Price held 12.6% of Carvana as of Dec. 31. Analysts expect EPS of $1.13 on $5.26 billion revenue. Carvana will hold its earnings call at 5:30 p.m. ET.
February 18, 2026
US stock market today: Nvidia rises on Meta chip deal as Fed minutes, durable goods and housing data steer Wall Street
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US stock market today: Nvidia rises on Meta chip deal as Fed minutes, durable goods and housing data steer Wall Street

U.S. stocks climbed Wednesday, with the Dow up 280 points and the Nasdaq gaining 1.3% by late morning, as Nvidia rose 2.3% after a supply deal with Meta. Durable goods orders fell 1.4% in December, but core capital goods orders rose 0.6%. Factory output increased 0.6% in January. The 10-year Treasury yield hovered near 4.08% ahead of the Fed minutes release.
February 18, 2026
Vertiv stock price today: VRT edges up as executives talk 800V power, liquid cooling at Barclays
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Vertiv stock price today: VRT edges up as executives talk 800V power, liquid cooling at Barclays

Vertiv shares rose about 1% Wednesday, trading near $246 after executives detailed AI data center product and capacity plans. Management reiterated 2026 margin targets despite warning of near-term inefficiencies as new capacity ramps. Vertiv’s backlog reached $15 billion, up 109% from a year ago. Investors remain focused on the pace of backlog conversion and pricing as competition intensifies.
February 18, 2026
Eli Lilly stock slips even after Zepbound-Taltz psoriasis data; investors eye what’s next for LLY
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Eli Lilly stock slips even after Zepbound-Taltz psoriasis data; investors eye what’s next for LLY

Eli Lilly shares dropped 1.8% to $1,017.86 by late morning Wednesday, underperforming the S&P 500. The company reported late-stage trial data showing its Zepbound-Taltz combination improved skin and weight outcomes in psoriasis patients versus Taltz alone. Investors remain cautious about Lilly’s ability to expand use-cases and defend pricing as competition increases.
February 18, 2026
SLB stock price rebounds as Equinor awards OneSubsea North Sea upgrade — what to watch next
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SLB stock price rebounds as Equinor awards OneSubsea North Sea upgrade — what to watch next

SLB shares rose 2.6% to $51.14 in morning trading Wednesday after its OneSubsea joint venture won a subsea upgrade contract from Equinor for Norway’s Gullfaks field. Oilfield services stocks climbed as crude jumped nearly 3% following stalled Russia-Ukraine peace talks and renewed U.S.-Iran tensions. Investors are watching for U.S. inventory data and SLB’s conference appearances for further direction.
February 18, 2026
Lumentum stock price rises in New York after Mizuho lifts target to $645 — here’s what’s next
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Lumentum stock price rises in New York after Mizuho lifts target to $645 — here’s what’s next

Lumentum shares rose 1.2% to $607.53 Wednesday after Mizuho raised its price target to $645, citing strong AI-networking demand. The stock hit $615.26 earlier in the session. Lumentum recently reported Q2 revenue of $665.5 million and forecast Q3 revenue of $780 million to $830 million. Investors are watching upcoming events, including the OFC conference on March 17.
February 18, 2026
Broadcom stock price steadies after early dip as Citi trims AVGO target, AI chip bets stay twitchy
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Broadcom stock price steadies after early dip as Citi trims AVGO target, AI chip bets stay twitchy

Broadcom rose 0.6% to $334.56 Wednesday morning, trading between $326.68 and $336.25. Citigroup cut its price target to $458, citing margin and competition concerns, while ARK funds bought $7.87 million in shares. Nvidia announced a major Meta chip deal, boosting semiconductor stocks. CloudBolt reported 86% of large firms are reducing VMware use amid pricing concerns.
February 18, 2026
Palantir (PLTR) stock price jumps 5% after Mizuho upgrade — what traders watch next
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Palantir (PLTR) stock price jumps 5% after Mizuho upgrade — what traders watch next

Palantir shares rose 5.3% to $140.07 Wednesday morning after Mizuho upgraded the stock to “Outperform” with a $195 target. The company said it will move its headquarters to Miami from Denver. A regulatory filing showed Palantir held 9.4% of Surf Air Mobility as of Dec. 31. Investors awaited the Federal Reserve’s January minutes due later in the day.
February 18, 2026
Intel stock rises in early trade as Nvidia-Meta deal lifts chip mood and Fed minutes loom
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Intel stock rises in early trade as Nvidia-Meta deal lifts chip mood and Fed minutes loom

Intel shares rose about 1% to $46.64 Wednesday, recovering from an earlier drop to $44.90 as chip stocks steadied. Nvidia gained 2.7% after announcing a multi-year AI chip deal with Meta, while Advanced Micro Devices slipped 1.4%. Investors await Federal Reserve meeting minutes at 2 p.m. EST and the PCE inflation report on Feb. 20. Intel remains below its Jan. 22 high of $54.60.
February 18, 2026
Micron stock price pops as Needham lifts target and Fed minutes loom
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Micron stock price pops as Needham lifts target and Fed minutes loom

Micron shares rose 3.3% to $412.79 in morning trading Wednesday after Needham raised its price target to $450, citing tighter memory supply and higher prices. The stock rebounded from a 2.9% drop Tuesday. Investors awaited Federal Reserve minutes due at 2 p.m. ET. Micron plans to invest $200 billion in U.S. chip manufacturing, with new fabs in Boise and near Syracuse, according to the Wall Street Journal.
February 18, 2026
Apple stock price edges up again as March 4 event nears and AI wearables report fuels bets
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Apple stock price edges up again as March 4 event nears and AI wearables report fuels bets

Apple shares rose 0.4% to $264.90 in early Wednesday trading, extending Tuesday’s rebound. Investors focused on Apple’s March 4 event and reports of new AI-enabled wearables tied to Siri. Berkshire Hathaway disclosed it cut its Apple stake by 4% last quarter but kept it as its largest holding. Federal Reserve meeting minutes are due at 2 p.m. EST.
February 18, 2026
Mercury General (MCY) stock slides as Q4 earnings meet wildfire loss recovery questions
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Mercury General (MCY) stock slides as Q4 earnings meet wildfire loss recovery questions

Mercury General shares fell 6% after the insurer reported $380 million in net wildfire losses for 2025, despite fourth-quarter net income doubling to $202.5 million. The company handled over 2,900 claims and paid $1.4 billion tied to the Palisades and Eaton fires. Mercury’s combined ratio improved to 88.6%. The board declared a $0.3175 quarterly dividend, payable March 26.
February 18, 2026
Amazon stock rises after Morgan Stanley names it a Top Pick as AI spending returns come under scrutiny
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Amazon stock rises after Morgan Stanley names it a Top Pick as AI spending returns come under scrutiny

Amazon shares rose 2% to $205.09 Wednesday after Morgan Stanley named it a Top Pick, citing AI potential. The stock rebounded from a 9% drop earlier this month after Amazon outlined $200 billion in 2026 capital spending, sparking investor debate over cash flow and profitability. Tiger Global and Berkshire Hathaway trimmed Amazon stakes in recent filings. Federal Reserve minutes due later Wednesday may affect tech valuations.
February 18, 2026
Palo Alto Networks stock tumbles as profit outlook cut puts focus on deal costs
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Palo Alto Networks stock tumbles as profit outlook cut puts focus on deal costs

Palo Alto Networks shares fell 7.7% to $150.95 Wednesday after the company cut its fiscal 2026 adjusted earnings forecast to $3.65–$3.70 per share, citing higher integration costs from acquisitions. The cybersecurity firm raised its revenue outlook but forecast third-quarter adjusted profit below analyst estimates. Acquisition-related expenses rose to $24 million in the quarter.
February 18, 2026
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