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
 

•  12 Feb 2026
 

•   APP  
   
  -18.56%
•   CHKP  
   
  -7.54%
•   CSCO  
   
  -11.53%
•   FSLY  
   
  +77.34%
•   MU  
   
  +1.69%

Wall Street futures are edging higher as traders digest a surprisingly strong January jobs report and brace for tomorrow CPI print. With Dow, S&P 500 and Nasdaq futures up about 0.3%, the tone is cautious rather than euphoric. A resilient labor market underscores economic strength, but it also complicates the rate-cut narrative, reinforcing the view that the Federal Reserve may keep policy tighter for longer. Treasury yields hover near 4.18% on the 10-year, oil ticks higher on geopolitical tension, and the dollar holds steady classic signs of a market in wait-and-see mode.

$CHKP is under pressure after fourth-quarter results showed revenue missing expectations even as profit topped estimates. Investors are signaling clearly that top-line growth matters most at this stage of the cycle. Management push toward AI-driven cybersecurity and a string of acquisitions suggests a strategic pivot, but the market appears to question whether the shift is coming late.

$NVCR is surging roughly 25% after the FDA approved its Optune Pax treatment for pancreatic cancer in adults. Regulatory validation is a major value inflection point, expanding addressable markets and potentially reshaping forward revenue expectations. The sharp move reflects both short covering and fresh positioning around a materially improved outlook.

$FSLY is jumping about 40% after beating on earnings and issuing an upbeat outlook, helped by rising traffic tied to AI workloads and large language models. An analyst upgrade added fuel to the rally.

$ROL is tumbling nearly 15% after missing earnings expectations, citing colder weather and macro headwinds. The reaction highlights how unforgiving the market remains toward companies that fall short, particularly in defensive or steady-growth sectors where consistency is priced in.

$CSCO is down more than 7% despite beating quarterly estimates, as weaker-than-expected full-year revenue guidance overshadows the headline numbers. The response reinforces a broader theme this earnings season: forward guidance is driving price action more than backward-looking results.

$APP is slipping after a strong run, even though it posted robust revenue growth and beat expectations. Signs of moderating growth and recent volatility tied to external allegations appear to be prompting profit-taking.

$MU is extending gains following reassuring commentary about competitive dynamics in high-bandwidth memory, lifting sentiment across the memory complex.

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