Weekly Market Recap
Zachary Hill, CFA®
February 17, 2026
What Happened Last Week SaaS-Pocalypse Now (Redux): AI disruption fears again led investors to sell
Topics
What Happened Last Week SaaS-Pocalypse Now (Redux): AI disruption fears again led investors to sell
What Happened Last Week Poor Sentiment: Volatility in crypto, stocks, and metals dampened investors’ risk
What Happened Last Week Broad Stock Rally: Equities opened 2026 with a strong start, led
What Happened Last Week Equity Broadening: Equities outside of the Mag-7 continue to lead their
What Happened Last Week The Fed Delivers: The Fed delivered a 25 basis-point cut with
What Happened Last Week Stocks Rebound: U.S. stocks rebounded sharply during the holiday-shortened week, reversing
What Happened Last Week Government Reopens: The government reopening induced a short-lived rally in risk
What Happened Last Week Tariff Impacts: As earnings season rolls on, investors have found that
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What Happened Last Week All-Time Highs: Although shortened by the holiday, last week saw the
What Happened Last Week Israel Strikes Iran: Israel struck Iran’s nuclear infrastructure and senior military
What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and
What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured
Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally
What happened last week Stocks rose for the first time in four weeks on the
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Topics
What Happened Last Week SaaS-Pocalypse Now (Redux): AI disruption fears again led investors to sell first and ask questions later in software and other parts
What Happened Last Week Poor Sentiment: Volatility in crypto, stocks, and metals dampened investors’ risk appetite early last week. Legacy Software Concerns: The release of
What Happened Last Week Broad Stock Rally: Equities opened 2026 with a strong start, led by more cyclical parts of the market. Labor Data: Last
What Happened Last Week Equity Broadening: Equities outside of the Mag-7 continue to lead their mega-cap counterparts. Venezuela Operation: U.S. Special Forces captured Venezuelan President
What Happened Last Week The Fed Delivers: The Fed delivered a 25 basis-point cut with a slightly hawkish tilt. Tech Earnings Disappoint: Oracle and Broadcom
What Happened Last Week Stocks Rebound: U.S. stocks rebounded sharply during the holiday-shortened week, reversing recent weakness. Fed Frontrunner Emerges: Kevin Hassett is likely the
What Happened Last Week Government Reopens: The government reopening induced a short-lived rally in risk assets. Hawkish Fedspeak: Fed speakers cast doubt last week on
What Happened Last Week Tariff Impacts: As earnings season rolls on, investors have found that tariff impacts on U.S. companies are mostly less severe than
What Happened Last Week All-Time Highs: Although shortened by the holiday, last week saw the major indices make fresh all-time highs. Labor Data: The jobs
What Happened Last Week Israel Strikes Iran: Israel struck Iran’s nuclear infrastructure and senior military leadership, leading to open conflict between the two nations. Cooling
What Happened Last Week Lower Rates: Downside inflation surprises in the U.S. and U.K. and dovish Fed comments fueled a move lower in Treasury yields.
What Happened Last Week Global Selloff: Stocks fell as rising yields and rate uncertainty pressured equities. Economic Strength: Strong jobs data showed resilience, but “good
Recent election results bring a 2016 vibe back to the market, with U.S. stocks currently leading over internationals, but inflation concerns are real. Head of
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong
What happened last week Stocks rose for the first time in four weeks on the back of strong earnings. Economic data was weak, with GDP