The Rundown Walmart Issues Soft Guidance, Figma Sees AI Surge
8 snips
Feb 19, 2026 Markets react to Fed minutes and a broad rally. Bitcoin slips toward 2026 lows as crypto enthusiasm cools. Walmart posts strong Q4 but issues cautious full-year guidance. Figma reports a 40% revenue jump driven by AI monetization. Etsy sells Depop to eBay for $1.2B while Carvana struggles with rising costs. Amazon overtakes Walmart in annual revenue.
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Fed Minutes Reveal Hawkish Risk
- The Fed minutes showed officials considered a rate hike if inflation stays above 2% despite expecting inflation to fall this year.
- Markets still rallied, showing investor sentiment can shrug off hawkish signals in the near term.
Bitcoin Languishes Near 2026 Lows
- Bitcoin was trading under $66,000 and hovering near 2026 lows, reflecting weak crypto enthusiasm.
- Large buyers like Michael Saylor kept buying, but the narrative and price momentum remained muted.
Walmart Beats, But Guides Softly
- Walmart beat on Q4 revenue and EPS with strong U.S. comps and 27% U.S. online sales growth.
- Management issued softer guidance (3.5–4.5% sales growth), which initially pressured the stock despite lofty valuation.