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Stock Market News for February 11, 2026

820 news published.

Quarterly results that moved markets

Humana (HUM) reported fourth‑quarter 2025 results and issued full‑year 2026 guidance, a must‑read for investors watching managed‑care margins and Medicare enrollment trends.

McDonald’s (MCD) released Q4 and full‑year 2025 results, providing fresh data on traffic, menu pricing and franchise margins—key inputs for consumer‑spend forecasts.

HubSpot (HUBS) posted strong Q4 and FY 2025 results, signaling durable SaaS demand and healthy subscription revenue growth for CRM and marketing stacks.

Cisco (CSCO) disclosed second‑quarter earnings, offering signals on enterprise networking spend and the broader IT hardware cycle.

Pilgrim’s Pride (PPC) reported Q4 and year‑end 2025 results, a read on protein demand, feed costs and margin recovery in packaged‑food staples.

NewMarket (NEU) reported Q4 and FY 2025 results, relevant for investors tracking specialty‑chemicals pricing and downstream demand.

West Fraser (WFG) announced Q4 2025 results, data that matters for housing‑cycle exposure and timberland‑asset cash flows.

Energy, mining and infrastructure moves

TotalEnergies (TTE) released Q4 and full‑year 2025 results, which inform capital‑allocation and dividend expectations for oil majors.

Albemarle (ALB) reported results and plans to idle its Kemerton lithium hydroxide plant, tightening near‑term lithium supply narratives and influencing battery‑metals pricing assumptions.

Metalla (MTA) issued preliminary 2025 GEO deliveries and record annual revenues, a sign of elevated royalties and cash flow momentum in precious‑metals royalty portfolios.

M&A, asset deals and strategy

Wabtec (WAB) finalized the acquisition of Dellner Couplers, strengthening its rail‑technology portfolio and aftermarket revenue mix.

Gaming and Leisure Properties (GLPI) closed on the Bally’s Lincoln real‑estate acquisition for $700 million, reshaping regional gaming footprints and recurring lease income for the REIT.

Financials, capital markets and corporate financings

Pennymac (PFSI) agreed to acquire Cenlar’s subservicing business, making Pennymac one of the largest mortgage subservicers—a consolidation that affects servicing fees and scale economics.

AST SpaceMobile (ASTS) announced a proposed private offering of $1.0 billion of convertible senior notes due 2036 and a companion program to repurchase up to $300 million of notes funded by registered direct offerings, moves that highlight near‑term financing and capital‑structure shifts for the satellite‑broadband developer.

Granite Point Mortgage Trust (GPMT) reported Q4 and FY 2025 results and a post quarter‑end update, details investors use to assess credit performance and dividend sustainability in mortgage‑credit REITs.

Manulife (MFC) and Sun Life (SLF) each reported full‑year and Q4 2025 results that matter for insurers’ investment spreads, capital ratios and dividend outlooks—watch these for macro‑sensitive reserve assumptions.

Semiconductors, AI and tech partnerships

GlobalFoundries (GFS) reported Q4 and FY 2025 results, a key datapoint for wafer capacity planning across autos, comms and cloud.

Applied Materials (AMAT) said Samsung will join the new EPIC Center, a collaboration that could accelerate advanced‑packaging synergies among equipment vendors and chipmakers.

Cloud, data centers and AI integrations

Oracle (ORCL) won a major public‑sector cloud role as OCI will support the Centers for Medicare and Medicaid modernization initiative, underpinning recurring cloud revenue.

Equinix (EQIX) provided a robust 2026 outlook after strong Q4 results, reinforcing data‑center demand tied to interconnection and cloud growth.

Retail, consumer and food‑chain updates

Amazon (AMZN) said Amazon Pharmacy will expand same‑day delivery to nearly 4,500 U.S. cities and towns, intensifying competitive pressure in retail pharmacy and recurring‑services reach.

Darling Ingredients (DAR) reported Q4 and fiscal‑year 2025 results, a read for investors focused on rendering economics, protein co‑products and sustainable‑ingredients demand.

Biotech, diagnostics and regulatory catalysts

Vertex (VERX) reported Q4 and FY 2025 results, offering insight on cash flow and R&D pacing for late‑stage programs.

Apimeds Pharmaceuticals / Lōkahi Therapeutics (APUS) scheduled an FDA Type C meeting for LT‑100 (Apitox), a regulatory touchpoint that can materially affect trial timelines and valuation for the candidate.

Industrial, logistics and mobility

Martin Marietta (MLM) reported Q4 and FY 2025 results, a direct read on U.S. infrastructure spending and aggregate demand.

Ryder (R) released Q4 results and a 2026 outlook, where fleet utilization and lease economics will drive margin trajectory.

Scheduled releases and regulatory updates to watch

Market structure, trends and selected corporate notices

PitchBook’s new daily valuation model remains a watchpoint for private‑market price discovery; such tools can shift how investors value late‑stage startups and secondaries.

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