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Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
Broadcom (NasdaqGS:AVGO) reports a record US$73b AI-related backlog tied to its custom accelerators and networking products. Hyperscalers, including Google, are increasing orders for Broadcom's custom AI chips, highlighting demand for tailored silicon. Anthropic becomes Broadcom's fourth custom chip customer, expanding the company's footprint across leading AI model providers. ARK Invest and other institutional investors have recently added to positions in Broadcom, citing the company's AI... Feb 19, 2026 - $AVGO
American Water Works (AWK) Expands Scale with Essential Utilities Merger
American Water Works Company, Inc. (NYSE:AWK) is one of the best infrastructure stocks to buy right now. On February 10, shareholders of American Water Works Company, Inc. (NYSE:AWK) and Essential Utilities Inc. (NYSE:WTRG) approved merger-related proposals at special meetings held that day. According to American Water, at least 99% of its shares present voted to […] Feb 19, 2026 - $AWK
American Water Works Grant Program Adds New Angle To Valuation Debate
American Water Works Company (NYSE:AWK) has launched its 2026 Water and Environment Grant Program. The program invites community partners to apply for funding focused on clean water, conservation, and environmental education. The initiative extends the company’s role beyond core utility services into broader environmental stewardship and community support. For investors watching NYSE:AWK, this new grant program adds another layer to how the company engages with the communities it serves... Feb 19, 2026 - $AWK
What Barrick Mining (TSX:ABX)'s Mali Dispute Settlement And Loulo Extension Means For Shareholders
In early February 2026, Barrick Mining resolved a long-running dispute with the Government of Mali over the Loulo-Gounkoto gold complex, securing a 10‑year extension to the Loulo mining permit and the restoration of full operational control in exchange for withdrawing its international arbitration case. This agreement removes a major operational uncertainty around one of Barrick’s key African assets, clarifying long-term access to economically viable reserves and reshaping the company’s... Feb 19, 2026 - $B
Boeing Bags Orders for Almost 100 Jets From Vietnamese Carriers
Boeing signed deals to sell almost 100 jets to Vietnamese carriers valued at over $30 billion, signaling warming ties between the U.S. and Vietnam as trade talks continue. The deals were signed during a visit to the U.S. by the head of Vietnam’s Communist Party, To Lam, for the inaugural meeting of President Trump’s Board of Peace. The aircraft maker struck a $22.5 billion deal to sell up to 40 787-9 Dreamliners to Vietnam-based carrier Sun PhuQuoc Airways. Feb 19, 2026 - $BA
Boeing and Sun PhuQuoc Airways Announce Order for Up to 40 787 Dreamliner Jets
Boeing [NYSE: BA] and Sun PhuQuoc Airways today announced the new Vietnam-based carrier has ordered up to 40 787 Dreamliner jets to serve as the backbone of its widebody fleet. The airline will leverage the ultra-efficient, long-range 787 Dreamliner to connect international travelers to its Vietnam hub at Phu Quoc International Airport. Feb 19, 2026 - $BA
Vietnam Airlines Finalizes Order for 50 Boeing 737 MAX Airplanes
Boeing [NYSE: BA] and Vietnam Airlines announced today the Vietnamese flag carrier finalized its first Boeing single-aisle order for 50 737 MAX airplanes. The addition of the 737-8 will enable Vietnam Airlines' domestic and regional route growth plans as air travel demand continues to rise across Southeast Asia. Feb 19, 2026 - $BA
Google, Shopee-owner Sea to develop AI tools for e-commerce, gaming
Alphabet Inc's Google and Southeast Asian technology conglomerate Sea Ltd announced a new tie-up on Thursday that will develop artificial intelligence tools for Sea's e-commerce and gaming products. Under the newly-signed strategic partnership, the two companies will jointly "explore the building of an AI agentic shopping prototype" on Sea's e-commerce platform Shopee, they said in a statement. China's Alibaba, whose Lazada e-commerce platform competes with Shopee in Southeast Asia, released a new AI model earlier this week that it described as being built "for the agentic AI era." Feb 19, 2026 - $BABA
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