Stock Movers Closing Bell: Alphabet Rises, Walmart Slips, CoreWeave Drops
Feb 20, 2026
Markets close with big movers highlighted across tech, retail and cloud computing. Discussion covers Alphabet's push into the AI chip market and a major data-center financing snag that sank a cloud provider. Retailer outlooks and analyst downgrades drive attention to Walmart. Treasury yields and a key Supreme Court ruling also factor into end-of-day market shifts.
AI Snips
Chapters
Transcript
Episode notes
Comfort Systems Hits New Highs
- Comfort Systems (FIX) hit an intraday all-time high after beating fourth-quarter revenue estimates.
- The stock is up about 60% year-to-date, showing strong momentum in HVAC services.
GE Rally Fueled By Services And Cash Flow
- General Electric reached session highs after Morgan Stanley initiated coverage with an overweight rating.
- The analyst cited durable services growth, pricing power, and underestimated free cash flow upside.
Alphabet Pushes AI Chip Adoption
- Alphabet is exploring ways to expand the market for its AI chips to better compete with NVIDIA.
- The company is increasing financial support to data center partners, including a potential $100 million in FluidStack.