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
 

•  17 Feb 2026
 

•   AMZN  
   
  +0.00%
•   DHR  
   
  +0.18%
•   ETOR  
   
  -0.85%
•   MDT  
   
  +0.05%
•   PANW  
   
  +0.16%

$ZIM surged 35% after agreeing to a $4.2B acquisition by Hapag-Lloyd, signaling accelerated consolidation in global shipping. The equity is pricing near-deal certainty, yet political resistance in Israel frames material execution risk. The spread between implied takeout value and sovereign considerations is the key variable the tape may be underestimating, particularly for cross-border strategic assets.

$DHR fell 7% as it reportedly moves to acquire Masimo at a $9.9B valuation, while Masimo rallied 35% on premium capture. The divergence reflects classic balance sheet asymmetry: acquirer multiple compression versus target re-rating. Investors appear to be discounting leverage expansion and integration drag before formal terms are disclosed, suggesting risk appetite remains selective despite broader index stabilization.

$MDT declined 4.6% despite an EPS beat, as guidance reiterated tariff headwinds and muted forward momentum. The reaction reinforces a late-cycle earnings pattern: beats without upward revisions fail to sustain bids. With healthcare previously viewed as defensive ballast, this price response implies capital is demanding operating leverage clarity rather than incremental upside versus consensus.

$AMZN extended its losing streak to nine sessions, now more than 20% off recent highs. Like Microsoft, elevated AI infrastructure spending is compressing near-term margins. The market’s reassessment centers on duration mismatch between capex intensity and revenue realization. Persistent distribution in mega-cap platforms suggests AI optimism is being repriced into longer-dated cash flow assumptions.

$ETOR advanced 11% premarket after reporting $216M in annual net income and expanding its buyback to $150M, supported by $1.3B in cash. The multi-asset model offset crypto softness with equity and commodities activity, underscoring internal diversification. Unlike capex-heavy AI narratives, this is a capital return and balance sheet strength story, which the tape is rewarding in a liquidity-sensitive environment.

$PANW slipped following its intent to acquire Koi for $350M, even as cybersecurity demand tied to AI agents remains structurally intact. The market response indicates integration skepticism rather than sector fatigue. Concurrent M&A activity in media and industrials reinforces that strategic repositioning is accelerating across sectors.

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