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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
 

•  27 Feb 2026
 

•   AAOI  
   
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•   CRWV  
   
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•   MARA  
   
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•   NFLX  
   
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•   NVDA  
   
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$AAOI surged 56.88% after narrowing its quarterly loss to $0.01 per share versus expectations for a deeper deficit, while revenue rose 34% to $134 million. More important than the backward-looking beat is guidance of $150 to $165 million for the current quarter, above consensus. The market is discounting not just earnings stabilization but a demand inflection in optical components tied to AI data center buildouts. What is underappreciated is operating leverage if this revenue trajectory holds, as incremental gross margin expansion could materially shift full-year profitability assumptions.

$MARA advanced 5.8% despite reporting a quarterly loss and sharply lower revenue. The divergence reflects investor focus on its strategic pivot toward AI data center partnerships rather than core bitcoin mining economics. The market is effectively valuing optionality on infrastructure repurposing at a time when crypto margins remain volatile. The overlooked risk is execution complexity and capital intensity; however, the signal is clear that digital infrastructure narratives can outweigh weak reported fundamentals.

$RUN fell 35.1% even after delivering a quarterly earnings beat, as forward guidance disappointed and implied slowing residential solar momentum. The magnitude of the decline suggests investors are repricing growth durability rather than reacting to a single forecast revision. This underscores a broader theme: in capital-intensive clean energy models, forward visibility and financing conditions matter more than trailing earnings surprises.

$NFLX rose 13.77% after withdrawing from its bid for $WBD, which declined 2.19% as the board favored a $31 per share proposal from $PSKY. The market’s positive reaction to Netflix’s retreat reflects relief over capital discipline. By stepping away from an $82 billion pursuit, management reinforced return thresholds and balance sheet prudence. Beyond the headline, this move signals that scale consolidation in streaming faces valuation ceilings, and disciplined allocators are being rewarded in a higher-rate environment.

$XYZ climbed 16.82% after announcing a 4,000-employee reduction, roughly 40% of its workforce, alongside an upward revision to its 2026 outlook. The market is interpreting this as structural margin reset rather than cyclical cost trimming. In payments and fintech, AI-driven productivity is beginning to translate into tangible opex compression. What investors may be missing is the cultural and operational disruption risk inherent in cuts of this scale.

$NVDA declined 4.16%, extending volatility after its sharp post-earnings selloff that erased approximately $259 billion in market capitalization. Despite modest premarket stabilization, the stock resumed weakness, suggesting elevated expectations and positioning are being recalibrated. The divergence between continued AI demand signals and price compression implies multiple normalization rather than demand collapse.

$CRWV dropped 18.51% after reporting a wider-than-expected quarterly loss and issuing soft revenue and adjusted operating margin guidance. The reaction highlights limited tolerance for execution risk among AI-adjacent cloud providers lacking the scale advantages of incumbents. Investors appear to be differentiating between infrastructure suppliers with proven backlog conversion and those still scaling profitably.

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