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Today is Wednesday, February 18, 2026.
The Early Bird Index today is 77.28.
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Meta Doubles Down on Nvidia 🤖
Technology giants Nvidia $NVDA ( ▲ 1.63% ) and Meta Platforms $META ( ▲ 0.62% ) ticked up in after-hours trading on Tuesday after announcing an expanded AI infrastructure partnership.
Details: The new multiyear partnership involves Meta buying millions of Nvidia Blackwell and Rubin GPUs for its Facebook Open Switching System platform.
Early Bird’s Nest Egg Gains: For investors, the expanded partnership reinforces Meta’s massive AI capex trajectory as a major hyperscaler and Nvidia’s durability of data‑center growth as a core long‑term AI infrastructure supplier beyond the current cycle.
Final Thoughts: The announcement caused shares of Nvidia rival Advanced Micro Devices $AMD ( ▼ 1.46% ) to fall 2.32% in after-hours trading.
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Notables
Notable Earnings Today: DoorDash (Nasdaq: DASH), Analog Devices (Nasdaq: ADI), Carvana (NYSE: CVNA), eBay (Nasdaq: EBAY), Booking Holdings (Nasdaq: BKNG), SolarEdge Technologies (Nasdaq: SEDG), Occidental Petroleum (NYSE: OXY), Figma (NYSE: FIG), Fiverr (NYSE: FVRR), Garmin (NYSE: GRMN), Wingstop (Nasdaq: WING), Kinross Gold (NYSE: KGC), Coeur Mining (NYSE: CDE), Moody's (NYSE: MCO), Molson Coors Brewing (NYSE: TAP), Pan Am Silver (NYSE: PAAS), ProPetro (NYSE: PUMP), Constellium (NYSE: CSTM), Royal Gold (Nasdaq: RGLD), Verisk Analytics (Nasdaq: VRSK), Remitly Global (Nasdaq: RELY), Wyndham Hotels & Resorts (NYSE: WH), Amplitude (Nasdaq: AMPL), Bausch + Lomb (NYSE: BLCO), Camtek (Nasdaq: CAMT), CF Industries (NYSE: CF), Charles River (NYSE: CRL), Cheesecake Factory (Nasdaq: CAKE), Cinemark (NYSE: CNK), Clean Harbors (NYSE: CLH), CRH (NYSE: CRH), Dana (NYSE: DAN), Enpro (NYSE: NPO), Global Payments (NYSE: GPN), Global-E Online (Nasdaq: GLBE), HF Sinclair (NYSE: DINO), Host Hotels (Nasdaq: HST), Insulet (Nasdaq: PODD), Invitation Homes (NYSE: INVH), Jack In The Box (Nasdaq: JACK), Jones Lang LaSalle (NYSE: JLL), LCI Industries (NYSE: LCII), Nutrien (NYSE: NTR), Nordson (Nasdaq: NDSN), OGE Energy (NYSE: OGE), Reliance (NYSE: RS), Tenaris (NYSE: TS), The Vita Coco Company (Nasdaq: COCO), Travel + Leisure (NYSE: TNL), Western Midstream (NYSE: WES).
Notable IPOs Today: Armada Acquisition Corp. III Units (Nasdaq: AACIU), SharonAI Holdings, Inc. Class A Common Stock (Nasdaq: SHAZ), United Acquisition Corp. I (NYSE American: UAC), JOSS Realty REIT, Inc. (NYSE American: JOSS), Birchtech Corp. (NYSE American: BCHT).
Notable Equity Crowdfunding Campaigns Ending Today: N/A.
Notable Economic Events Today: Durable Goods Orders / Core Durable Goods Orders (8:30 a.m. ET), Housing Starts (8:30 a.m. ET), Building Permits (8:30 a.m. ET), Industrial Production (9:15 a.m. ET), FOMC Meeting Minutes (2:00 p.m. ET), TIC Net Long-Term Transactions (4:00 p.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).
Palo Alto Networks' Outlook
Despite posting good financial earnings results on Tuesday, the cybersecurity company Palo Alto Networks $PANW ( ▼ 6.82% ) fell 8.41% in after-hours trading.
Financials: Palo Alto Networks reported earnings of $1.03 per share in the past quarter and revenue of $2.6 billion. Both were better than expected.
Final Thoughts: Investors were not pleased with the company’s projected profit outlook for the current quarter, which was $0.78 to $0.80 per share.
Caesars Entertainment Saved by Digital Sales
Caesars Entertainment $CZR ( ▲ 13.03% ) posted mixed financial results (including a big loss) on Tuesday, yet still jumped 3.96% in after-hours trading due to better-than-expected sales in its digital business.
Final Thoughts: Caesars Entertainment is down about 52% in the last 12 months.
Trends to Watch
A Golden Crypto Moment: Gold firm Elemental Royalty to pay out dividends in Tether's tokenized gold (CoinDesk)
Final Proposal: Warner Bros. Discovery backs Netflix merger while reopening Paramount talks (CNN)
Hello, Florida: Palantir Shifts HQ to Miami From Denver After Protests (Bloomberg)
Still Bitcoin Bullish: Strategy’s Bitcoin Buying Accelerates as $48 Billion BTC Stash Sits Underwater (Decrypt)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.
