[Feb 19, 2026] US Report: Alphabet’s AI Expansion & eBay’s Strategic Acquisition

Alphabet (GOOGL, GOOG)

Strategic Partnership with Sea (SE): Alphabet has partnered with Southeast Asia's tech giant, Sea Ltd, to develop AI tools for e-commerce and gaming. The collaboration focuses on building an 'AI Shopping Agent Prototype' for Sea's platform, Shopee.
Agentic AI Era: This move competes directly with Alibaba (BABA), which recently launched new AI models for its Lazada platform. Additionally, Alphabet will work with Sea’s gaming arm, Garena, to innovate game development productivity using AI solutions.

Microsoft (MSFT)

Insider Buying: SEC filings reveal Director John W. Stanton purchased 5,000 shares at $397.35/share (totaling $1.98M), increasing his direct holdings to 83,905 shares.
Global South Investment: Microsoft announced a $50 billion investment over 10 years to strengthen AI capabilities in the Global South (developing nations).
100% Renewable Achievement: For the first time, Microsoft met its goal of powering 100% of its annual consumption with renewable energy. Since 2020, it has signed 40GW of renewable supply contracts across 26 countries.

eBay (EBAY)

Earnings Beat: Reported Q4 revenue of $3 billion and adjusted EPS of $1.41, both exceeding market estimates.
Depop Acquisition: Announced the acquisition of Depop, a popular Gen Z fashion marketplace, for $1.2 billion in cash. Depop boasts 7 million active buyers, 90% of whom are under 34.
Bullish Guidance: Projected Q1 revenue of $3B–$3.05B, topping the $2.97B analyst consensus.

Walmart (WMT)

E-commerce Surge: Q4 adjusted EPS of $0.74 and revenue of $190.7B beat estimates.
Digital Transformation: US e-commerce sales jumped 27%, accounting for a record 23% of total US revenue.
Conservative Outlook: Issued a cautious 2026 guidance with annual revenue growth of 3.5%–4.5% and adjusted EPS of $2.75–$2.85, below the $2.96 estimate.

DoorDash (DASH)

Mixed Q4: Revenue rose 38% YoY to $3.96B, slightly missing the $3.99B estimate. EPS of 48 cents missed the 59-cent forecast. However, total orders hit 903 million (+32%), signaling strong platform usage.

Hims & Hers (HIMS)

Global Expansion: Agreed to acquire digital health leader Eucalyptus for up to $1.15 billion. Eucalyptus operates brands like Juniper and Pilot in AU, UK, DE, JP, and CA. The deal expands HIMS' international footprint significantly.

Boeing (BA)

Vietnam Airlines Deal: Signed an $8.1 billion contract with Vietnam Airlines for 50 Boeing 737-8 aircraft, with deliveries scheduled between 2030 and 2032.

John Deere (DE)

Raised Guidance: Reported a Q1 EPS beat of $2.42 (vs. $2.00 est). The company raised its 2026 net income forecast to $4.5B–$5.0B, despite expectations of a cyclical low in heavy machinery demand.

■ Figma (FIG): Projected 2026 revenue of $1.36B–$1.37B, crushing the $1.29B estimate. The company plans to monetize AI credits starting this March.
■ Quanta Services (PWR): Issued a bullish 2026 EPS outlook of $12.65–$13.35. CEO emphasized the massive opportunity from the convergence of utilities and high-demand power industries (data centers).
■ Dell Technologies (DELL): Evercore ISI expects a beat in the upcoming Feb 26 report, citing strong demand for AI servers and pre-emptive PC purchases due to rising memory costs.
■ Klarna (KLAR): Reported a 38% revenue surge in Q4. Since its Sept 2025 IPO, banking users have doubled to 15.8 million.

■ Etsy (ETSY): Surged 20.8% following the decision to sell Depop to eBay.
■ Occidental Petroleum (OXY): Reported a Q4 miss on both EPS ($0.31) and revenue ($5.42B). However, shares rose as the company reduced debt by $5.8B and hiked dividends by 8%.
■ Six Flags (FUN): Visitor counts fell 13% due to weather, but spending per guest rose 8% to $66.41, helping to cushion the Q4 earnings impact.
■ Molson Coors (TAP): Despite an EPS beat, revenue missed and the company warned of a 11%–15% decline in 2026 EPS.
■ Carvana (CVNA): Shares were hit by an EBITDA miss despite beating on revenue and net income.

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