American Stocks Blogs and Articles
  • All Technology
  • AI
  • Autonomy
  • B2B Growth
  • Big Data
  • BioTech
  • ClimateTech
  • Consumer Tech
  • Crypto
  • Cybersecurity
  • DevOps
  • Digital Marketing
  • Ecommerce
  • EdTech
  • Enterprise
  • FinTech
  • GovTech
  • Hardware
  • HealthTech
  • HRTech
  • LegalTech
  • Nanotech
  • PropTech
  • Quantum
  • Robotics
  • SaaS
  • SpaceTech
AllNewsDealsSocialBlogsVideosPodcastsDigests

American Stocks Pulse

EMAIL DIGESTS

Daily

Every morning

Weekly

Tuesday recap

NewsDealsSocialBlogsVideosPodcasts
HomeInvestingAmerican StocksBlogsTMTB Morning Wrap
TMTB Morning Wrap
American StocksGlobal Economy

TMTB Morning Wrap

•February 19, 2026
TMT Breakout
TMT Breakout•Feb 19, 2026
0

Summary

The episode opens with a market snapshot and escalating US‑Iran tensions before diving into earnings from DoorDash (DASH), Booking Holdings (BKNG), eBay (EBAY), Carvana (CVNA) and FIG. DoorDash reported strong 4Q25 growth in gross order value and EBITDA but missed revenue expectations due to a lower take‑rate, and its 1Q26 guidance was modest, prompting a debate between bulls who see the company evolving into a local‑commerce operating system and bears who worry about heavy 2026 reinvestments and margin pressure. Booking Holdings posted a modest beat, driven by resilient demand and favorable FX, while hinting that 2026 profit will be funneled into AI‑related initiatives. The hosts also touch on broader macro risks and the impact of geopolitical developments on market sentiment.

TMTB Morning Wrap

Read Original Article

Comments

Want to join the conversation?