Anthropic has released a limited research preview of Claude Code Security, an AI-driven tool on its Claude Code platform that scans entire codebases for vulnerabilities and suggests fixes. Powered by the Claude Opus 4.6 model, it reportedly uncovered more than 500 flaws in live open-source projects, while the announcement on February 21 2026 coincided with sharp declines in several cybersecurity stocks. The launch also followed reports that the same model was linked to a $1.78 million exploit at DeFi lending protocol Moonwell, underscoring the dual-use nature of advanced AI in cyber offense and defense.

On February 18 2026, Nvidia outlined a broad set of partnerships in India, including a deal worth more than $2 billion with Yotta Data Services to build one of Asia’s largest AI computing hubs using Blackwell Ultra chips. The company is also working with local cloud providers, venture capital firms and AI startups, while promoting its Nemotron models to support India’s 22 official languages and help domestic firms develop language-ready AI systems.

On Monday, investor Ross Gerber said on X that Tesla’s brand value has turned negative and urged the company to sell its EV business to Rivian. Rivian reported a $144 million gross profit for 2025 and its stock jumped 27% on Friday, while Tesla’s net income fell 46% in 2025 to $3.8 billion.

Steak 'n Shake reports that same-store sales climbed 18% in 2026 after it began accepting Bitcoin payments in May 2025 and building a dedicated Bitcoin reserve. The fast-food chain says it now holds about $15 million in Bitcoin, has nearly halved its transaction fees compared to credit cards, and plans to launch a vesting Bitcoin bonus for hourly staff while expanding into El Salvador.

NVIDIA has introduced its latest GB300 NVL72 systems, which deliver 50 times more work per megawatt and cut per-token processing costs by 35 times compared with the earlier Hopper platform. Separate testing on the GB200 NVL72 indicates more than tenfold gains in information processed per watt, while rapid growth in AI coding assistants and a widening global AI skills gap are reshaping hardware demand and enterprise strategies. Projections show the AI agent market climbing from 4.92 billion dollars in 2024 to 44.97 billion dollars by 2035, as businesses increasingly adopt off‑the‑shelf AI solutions.

The White House has paused planned restrictions on China Telecom, TP‑Link routers, and Chinese hardware in U.S. data centers ahead of President Donald Trump's April trip to Beijing. The shift follows late‑2025 changes to Nvidia H200 sales and a January 2026 TikTok deal, while China's October 2025 rare‑earth export controls increased leverage. The Pentagon has invested $400 million in MP Materials to mitigate supply risks.

Alphabet on Tuesday sold a £1 billion sterling century bond maturing in 2126, attracting £9.5 billion in investor bids at a coupon of about 6%. Analysts warn the deal, part of a $20 billion multi-currency funding push tied to roughly $185 billion in planned AI and data center spending, echoes the borrowing surge seen before the 1990s dotcom and telecom busts. Some market observers see the wave of long-dated debt for AI infrastructure as a potential sign of overheating if future demand fails to match current investment.

In an update dated February 11, 2026, Meta said it will invest over $10 billion to build a data center in Lebanon, Indiana, and started construction. Separately, auditor Ernst & Young identified a $27 billion Louisiana joint venture as a "critical audit matter," with Meta's commitments and guarantees potentially reaching $45.95 billion.

Ahead of the Labor Department's January nonfarm payrolls release on February 10, 2026, JPMorgan's trading desk has laid out five market reaction paths tied to different job creation ranges. The bank sees 60,000-90,000 new jobs as the most likely "Goldilocks" outcome that could lift the S&P 500, while stronger or weaker readings may pressure equities and alter expectations for Federal Reserve rate cuts. The report lands as the Dow trades above 50,000, small-cap and value shares outperform mega-cap tech, and Big Tech pursues hundreds of billions of dollars in planned AI spending despite a sharp selloff in software stocks.