Market snapshot for Thursday, February 12, 2026 (as of ~1:30 p.m. ET): U.S. stocks turn lower as investors rotate out of megacap tech ahead of Friday’s inflation print; Dow -~1%, S&P 500 -~1.2%, Nasdaq -~2%. ([finance.yahoo.com](https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-steady-after-jobs-surprise-puts-focus-back-on-feds-rate-path-233948841.html/?utm_source=openai))
Cisco drops despite beating on revenue/EPS as full‑year outlook and margin commentary disappoint, weighing on broader tech hardware. ([zacks.com](https://www.zacks.com/stock/news/2862762/ciscos-q2-earnings-beat-estimates-revenues-rise-yy-shares-fall?utm_source=openai))
Fastly soars after a beat‑and‑raise quarter and upbeat FY‑2026 guidance tied to AI/edge traffic. ([schaeffersresearch.com](https://www.schaeffersresearch.com/content/news/2026/02/12/fastly-stock-eyes-best-day-ever-after-beat-and-raise?utm_source=openai))
Novocure jumps on FDA approval of Optune Pax, the first-of-its-kind device for locally advanced pancreatic cancer. ([fda.gov](https://www.fda.gov/news-events/press-announcements/fda-approves-first-its-kind-device-treat-pancreatic-cancer?utm_source=openai))
Data‑center REIT Equinix rallies on a dividend hike and robust 2026 revenue/AFFO outlook despite mixed Q4 headline numbers. ([zacks.com](https://www.zacks.com/stock/news/2862941/equinix-q4-affo-%26-revenues-miss-estimates-but-grow-y/y%2C-dividend-hiked?utm_source=openai))