Stock Movers Coal Stocks Rise; Fastly Soars on Blowout Results; Unilever Shares Drop
Feb 12, 2026
The show breaks down a surge in coal shares after new Pentagon electricity orders and funding for coal upgrades. It highlights a blowout quarterly result that sent an infrastructure software stock sharply higher and triggered an analyst upgrade. It also covers a consumer goods group's weak guidance and a plunge in an ice cream spinoff that weighed on its stock.
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Coal Stocks Jump On Pentagon Order
- The Trump administration ordered the Pentagon to buy electricity from coal plants and fund coal facility upgrades, lifting coal stocks like Peabody Energy.
- Peabody has surged, with a one-year return of 119% and a year-to-date gain of 23%, which is buoying other coal names.
Peabody Talks New Coal Plant Plans
- Peabody's CEO said the company is working with the Trump administration on potential new coal-fired power plants.
- That comment, alongside recent returns, explains why Peabody sits among the day's top performers.
Fastly Soars After Blowout Quarter
- Fastly reported a blowout fourth quarter that beat expectations and gave a strong full-year outlook, prompting upgrades.
- The stock jumped about 41% pre-market, reversing a near 9% year-to-date decline.