Stock Movers Equinix Rallies, Coinbase Falls on Crypto Swings, Applied Materials Surges
Feb 12, 2026
A market roundup covering Equinix’s big rally driven by AI data-center demand. A volatile crypto swing hits Coinbase amid weaker revenues and trading troubles. Applied Materials jumps on a surprisingly strong sales forecast tied to AI and memory chip investment.
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Karaoke Machine Rebrands Into AI Logistics
- Jordan and hosts joked about a tiny AI logistics firm that used to sell karaoke machines and crashed logistics stocks.
- The company had under $5 million market cap and reported minimal sales with a $3 million quarterly loss.
Expect Sudden AI-Driven Sector Volatility
- Watch for sudden sector drops driven by AI displacement narratives and be ready for volatility.
- Consider that some sell-offs may be overdone and create buying opportunities per analyst views.
Data Centers Ride The AI Infrastructure Wave
- Equinix benefited from AI-driven infrastructure demand, sending shares up after guidance beat estimates.
- Physical data-center operators are clear winners as AI workloads require more built-out infrastructure.