On February 13, 2026, Pinterest shares fell more than 20% after a fourth-quarter earnings miss and softer Q1 guidance. CEO Bill Ready said tariff pressures hurt spending by major retail advertisers, while CFO Julia Donnelly highlighted a larger-than-expected headwind. As of 10:22 AM EST, PINS traded at $14.67 after an intraday low of $13.84.

Palantir Technologies shares fell as much as 6.7% on February 12 and continued lower in premarket trading on February 13 after Michael Burry released a 10,000-word newsletter criticizing the durability of the current AI investment cycle and warning the stock could decline sharply. While Burry outlined potential downside of up to 66%, other analysts highlighted Palantir's rapid growth, strong cash position and premium valuation, underscoring the divide over how sustainable its AI-driven momentum really is.

Lumen Technologies' shares rose 29% to $8.06 on February 6, 2026 after CEO Kathleen Johnson bought 78,685 shares for about $500,000 at $6.35 each on February 5, 2026. The purchase followed a 21% post-earnings drop, and the stock traded at $8.02 at 10:45 AM EST on February 11, 2026.

On February 11, 2026, Moderna's stock fell 9.30% in premarket trading to $38.09 after the FDA issued a refuse-to-file letter for its mRNA-1010 seasonal flu vaccine. The agency criticized the Phase 3 trial design for not using the best-available standard of care for older adults, while Moderna argued the decision conflicts with prior regulatory feedback and highlighted that the vaccine met trial objectives and is under review in other major markets.

On February 10, 2026, Cisco shares advanced to $88.05 (+1.46%) after the company introduced the Silicon One G300, a 102.4 Tbps switch built on TSMC's 3‑nanometer process and slated for the second half of 2026. According to Cisco, the design accelerates certain AI jobs by 28%, lifts network utilization by 33%, and brings ~70% energy-efficiency gains with 100% liquid-cooled systems.

Hasbro's stock climbed more than 6% to $103.19 on February 10, 2026, after the company unveiled a multi-year global toy licensing partnership for the Harry Potter franchise starting in 2027. The deal will add a wide range of Harry Potter-themed products to Hasbro's portfolio and was announced alongside strong fourth-quarter 2025 results, including a 31% revenue increase to $1.45 billion.

On February 10, 2026, Spotify Technology shares climbed more than 14% in premarket trade after the company posted a sizable fourth-quarter earnings beat and issued upbeat first-quarter guidance. The audio-streaming platform reported stronger-than-expected user growth, higher operating income, and improved margins while continuing to push through subscription price increases in multiple markets. Despite the latest surge, the stock remains sharply lower year-to-date and over the past twelve months, with investors weighing growth prospects against slowing revenue expansion.

On February 9, 2026, Workday, Inc. shares fell more than 8% after the company said cofounder and executive chairman Aneel Bhusri would return as CEO, with Carl Eschenbach stepping down from the role and the board. The stock hit a new 52-week low even as Workday reaffirmed that its fiscal 2026 fourth quarter and full-year results are expected to match prior guidance, ahead of its scheduled report on February 24, 2026. The leadership transition comes as the enterprise software provider prepares for what it characterizes as a crucial phase in the AI era.

Major U.S. indexes posted their sharpest declines in months, with the Nasdaq Composite down roughly 1.6%, the S&P 500 off 1.23%, and the Dow Jones Industrial Average lower by 1.2%. Losses centered on AI-driven pressure in software, softer labor signals, and valuation concerns tied to heavy AI spending. Friday's futures rose 0.5%–0.6% across benchmarks, suggesting tentative stabilization.