Stock Movers Weekly Roundup: CBRE Group Drops, Equinix Jumps, Vistra Rises
Feb 13, 2026
Nora Melinda, a Bloomberg TV markets correspondent who reports on major stock moves. She breaks down CBRE's sharp drop amid AI worries. She covers Equinix's rally after stronger 2026 revenue guidance tied to AI demand. She also touches on Vistra's surge following an analyst upgrade.
AI Snips
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Transcript
Episode notes
AI Threat To Office Demand Weighs On CBRE
- CBRE shares plunged after management acknowledged AI could reduce long-term office space demand and the outlook is uncertain.
- The drop made CBRE the S&P 500's worst performer that week, the worst five-day stretch since 2020.
Equinix Benefits From Accelerated AI Demand
- Equinix rallied after 2026 revenue guidance topped analyst estimates and bookings accelerated.
- Analysts tied the beat to stronger AI-driven tenant demand and improved adjusted EBITDA margins.
Reassess Beaten-Down Energy Names
- Consider re-evaluating beaten-down power stocks after upgrades tied to overlooked catalysts like data center contracts.
- Jeffries upgraded Vistra citing attractive acquisition pricing and underpriced future data center contract upside.