GDP in the U.S. <a href="https://www.bea.gov/news/2026/gdp-advance-estimate-4th-quarter-and-year-2025">grew</a> only 1.4% in the fourth quarter of 2025, while economists surveyed by Dow Jones expected the economy to expand by 2.5%, CNBC <a href="https://www.cnbc.com/2026/02/19/stock-market-today-live-updates.html">writes</a>. The release was delayed due to the shutdown of federal agencies. In the third quarter of 2025, the index <a href="https://oninvest.com/article/potrebitel-skie-rashody-obespecili-ekonomike-ssa-samyj-bystryj-prirost-za-dva-goda">expanded</a> by 4.4%, significantly beating forecasts.

US economic growth was much worse than expected, core inflation accelerated

GRAIL, Inc.

Opendoor Technologies Inc.

Copart, Inc.

Akamai Technologies, Inc.

RingCentral, Inc.

Apple Inc.

Deere & Company

Omnicom Group Inc.

Booking Holdings Inc.

EPAM Systems, Inc.

Occidental Petroleum Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: consumer spending data will increase volatility

Meta Platforms, Inc.

Airbus SE

The Boeing Company

Amazon.com, Inc.

SoftBank Corp.

NVIDIA Corporation

Microsoft Corporation

OpenAI is preparing a record funding round, during which it may raise over $100 billion; the company's total valuation will eventually rise to $850 billion on the back of trillion-dollar investments in AI infrastructure. Meta is returning to wearable devices and intends to release its first smartwatch as early as this year. These and other topics - in our review of key events for the morning of February 19.

Highlights for the morning: OpenAI prepares a round over $100 billion, Meta returns to smartwatches

Palo Alto Networks, Inc.

Cadence Design Systems, Inc.

Celanese Corporation

Similarweb Ltd.

Caesars Entertainment, Inc.

Danaher Corporation

Masimo Corporation

ZIM Integrated Shipping Services Ltd.

Norwegian Cruise Line Holdings Ltd.

General Mills, Inc.

Vulcan Materials Company

Morning in New York: focus on the Fed's Minutes

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

BHP Group Limited

Wheaton Precious Metals Corp.

The Walt Disney Company

Tri Pointe Homes, Inc.

Solaris Energy Infrastructure, Inc.

Coinbase Global, Inc.

Pinterest, Inc.

Expedia Group, Inc.

Morning in New York: quotes are looking downward

Walmart Inc.

Alibaba Group Holding Limited

Whether the turbulence in the markets caused by the development of artificial intelligence-based tools will continue will be the main question for Wall Street this week, Yahoo Finance <a href="https://finance.yahoo.com/news/walmart-earnings-spending-data-and-more-ai-disruptions-what-to-watch-this-week-125712762.html#:~:text=Whether%20these%20disruptions%20continue%20will%20be%20the%20theme%20most%20closely%20tracked%20by%20investors%20in%20the%20week%20ahead.">writes</a>. In the previous two weeks, investors sold off shares of companies from the software, real estate, financial services and logistics sectors amid concerns that the traditional business models of these players will be threatened.

US inflation, Alibaba and Walmart earnings: what investors need to know this week

Consumer Price Index (CPI), which reflects the dynamics of the cost of goods and services in the U.S. economy, in January <a href="https://www.bls.gov/news.release/pdf/cpi.pdf">rose </a>by 2.4% year-on-year and 0.2% relative to the previous month. This is below the consensus forecast of Dow Jones, which suggested growth of 2.5% and 0.3%, respectively, <a href="https://www.cnbc.com/2026/02/12/the-january-cpi-inflation-report-is-due-out-friday-morning-heres-what-its-expected-to-show.html">writes</a> CNBC.

US inflation slowed to 2.4% and came in below expectations. What will happen to the rate?

Arista Networks, Inc.

Applied Materials, Inc.

Rivian Automotive, Inc.

DraftKings Inc.

Airbnb, Inc.

Fastly, Inc.

Viking Therapeutics, Inc.

NovoCure Limited

Crocs, Inc.

Baxter International Inc.

Morning in New York: Inflation statistics will set the tone of trading

Ichor Holdings, Ltd.

ON Semiconductor Corporation

Upwork Inc.

Credo Technology Group Holding Ltd

Medpace Holdings, Inc.

The Goodyear Tire & Rubber Company

Alphabet Inc.

Valaris Limited

Novo Nordisk A/S

STMicroelectronics N.V.

Workday, Inc.

Micron Technology, Inc.

monday.com Ltd.

Morning in New York: Statistics and Fed rhetoric will set the tone for trading

The Coca-Cola Company

McDonald's Corporation

Ferrari N.V.

This week, two crucial sets of economic data will be released in the United States - a rare coincidence caused by the recent government shutdown. First, the Bureau of Labor Statistics (BLS) will release its January employment report, followed by the Consumer Price Index. Thus, attention will be paid to both parts of the Federal Reserve's dual mandate: maximizing employment on the one hand and price stability on the other, Barron's <a href="https://www.barrons.com/articles/jobs-report-consumer-prices-coca-cola-cvs-ford-mcdonalds-earnings-7c16ca85?mod=RTA#:~:text=This%20week%20brings,will%20be%20covered.">notes</a>.

US inflation, Ferrari and Coca-Cola earnings: what investors need to know this week

Core inflation excluding food and energy prices was the lowest since October 2021

Eurozone inflation slowed to its lowest in more than a year. What to expect from the ECB?

It's about US GDP growth in the third quarter of 2025 - data released late due to the US government shutdown last year

Consumer spending gave the U.S. economy its fastest gain in two years