New York, Feb 19, 2026, 14:31 EST — Regular session underway.

Oracle climbed roughly 0.4% to $156.84 Thursday afternoon, after ranging from $155.24 to $160 earlier in the session.

Wall Street’s main indexes edged lower, as investors weighed the AI story—questioning if hefty investments would translate to top-line and bottom-line gains anytime soon. “It’s just an over-reaction,” said Max Wasserman, founder and senior portfolio manager at Miramar Capital. Some traders were also watching for Friday’s Personal Consumption Expenditures numbers, the Fed’s favored inflation metric. (Reuters)

Oracle still faces an underlying question: how does the market value AI infrastructure plays when both rates and risk…