AI disruption and sector sell-offs

Market update for Thursday February 12, 2026

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In today’s episode:

• AI disruption concerns continue to pressure financial and software stocks
• McDonald’s U.S. same-store sales jump 6.8%
• Kraft Heinz pauses its planned breakup and commits $600M to revive growth
• Viking Therapeutics rallies as it advances its oral obesity pill to Phase 3 trials
• Cisco beats earnings but falls on margin pressure and cautious AI guidance
• Fun Fact: Americans are spending more of the workday sitting