Wall Street Today in the Buzz

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks
 

•  13 Feb 2026
 

•   ABNB  
   
  +0.28%
•   AMAT  
   
  -0.12%
•   ANET  
   
  +1.01%
•   CART  
   
  +2.11%
•   COIN  
   
  -0.27%

$RIVN Rivian Automotive surged 25% after the EV maker projected up to 67,000 vehicle deliveries in 2026 and signaled the start of its new model deliveries in Q2. Investors are weighing the optimism from its production ramp against ongoing operating losses, with confidence supported by Volkswagen partnership and $6.6 billion in liquidity.

$AMAT Applied Materials jumped 11% after surpassing Wall Street expectations for both revenue and earnings in the fiscal first quarter. CEO Gary Dickerson highlighted that semiconductor demand could grow over 20% this year, fueling a broader rally in chip-related stocks and signaling confidence in the tech supply chain.

$MRNA Moderna rose 5% following a Q4 loss of $2.11 per share versus an expected $2.54, with revenues of $678 million beating forecasts. The results suggest resilience in its product portfolio despite ongoing challenges, giving investors reason to view the near-term outlook with cautious optimism.

$ANET Arista Networks climbed 11% after exceeding Q4 earnings and revenue forecasts while maintaining a gross margin target of 62%–64% for the year. The results contrast with Cisco recent 12% drop, easing concerns over rising memory costs in networking hardware.

$COIN Coinbase advanced 16% despite posting lower-than-expected quarterly revenue and moving to a loss, reflecting market volatility in digital assets. Some investors appear to be buying the dip after a 50% decline over the past three months as crypto markets weakened.

$ABNB Airbnb gained 4% as Q4 earnings fell short of expectations, but the revenue guidance for $2.59–$2.63 billion in the current quarter provided support, suggesting demand for travel remains resilient.

$FSLY Fastly soared 13%, marking the largest single-day percentage gain in the stock history. Strong Q4 results and a stable outlook drove the surge, with intraday trading even spiking nearly 92% at one point.

$CART Instacart jumped 9% after exceeding adjusted earnings and revenue estimates for Q4, with guidance for Q1 adjusted EBITDA also surpassing expectations, underscoring continued strength in online grocery delivery.

$PINS Pinterest fell 16% after meeting earnings expectations but missing on revenue, coupled with a cautious outlook for Q1. Investors reacted sharply to slower growth and a weaker-than-expected revenue forecast.

$DKNG DraftKings dropped 13% after missing Q4 earnings and issuing a soft revenue forecast for the current year, raising concerns about competition from prediction markets, despite launching its own in Q4.

$EXPE Expedia declined 6.4% despite beating Q4 earnings and revenue forecasts. Investor caution around potential AI disruption to service sectors appears to continue weighing on the stock.

$WEN Wendy’s International rose 3% amid pressure from margin compression, rising costs, and stronger competition. Other fast-food peers saw mixed moves, with $DPZ Domino’s Pizza down 1.6% and $MCD McDonald’s Corp slightly up but still 10% below its peak, reflecting ongoing sector challenges.

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