FEAR & GREED | Business News The Saturday Edition | 14 Feb 2026
Feb 13, 2026
A volatile reporting season with Commonwealth Bank’s booming half-year result and big swings across ANZ, AMP and tech stocks. Fast internet plans and rising NBN speeds changing remote work dynamics. Alphabet issues a rare 100-year bond, raising long-term risk questions. Leadership exits and a political spill stir corporate and political stability. SpaceX’s lunar pivot and Corning’s industrial reinvention make for surprising long-term bets.
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CBA Result Signals Consumer Resilience
- Commonwealth Bank's strong half-year profit and loan/deposit growth signalled broad consumer resilience in Australia.
- Matt Comyn's commentary suggested potential for two interest rate hikes later in the year, affecting markets and borrowers.
Market Rally Was Broad-Based
- The ASX rally was driven by multiple sectors, not just one company, with big one-day moves after results across banks, miners and tech.
- Focusing only on Commonwealth Bank misses a broader market uplift across gold, iron ore, uranium and tech stocks.
Reporting Season Drives Volatility
- Reporting season produced volatile winners and losers, with AMP plunging 28% and other stocks falling sharply on results.
- Large post-results moves highlight company-specific risks despite overall market strength.