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BE, PLTR, RDDT: Big Moves This Week. Is the AI Selloff Losing Steam?

BE, PLTR, RDDT: Big Moves This Week. Is the AI Selloff Losing Steam?

February 19, 2026

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The AI Investing Pulse

February 19th, 2026

In this Week’s Edition:

Analysis - BE, PLTR, RDDT: Big Moves This Week. Is the AI Selloff Losing Steam?
Stock Ideas - Four Under the Radar AI Stocks Beyond Nvidia
News - JPMorgan Names 19 AI-Resilient Software Stocks to Watch
Startups - 17 US AI Companies Have Already Raised $100M in 2026
Trends - Five Trends in AI and Data Science for 2026
Other News - A Real Intelligence Gap Still Separates AI From AGI

BE, PLTR, RDDT: Big Moves This Week — Is the AI Selloff Losing Steam?

Each week we screen all eight stacks across the AI ecosystem and surface the ones showing the most notable activity, whether that is outperformance, unusual price movement, or a shift in momentum. This week, three stacks stood out from the rest.

Power & Cooling (Stack 7) posted the strongest weekly return across the entire AI ecosystem at +2.13%, making it the natural starting point. Data & Integration (Stack 2) and Application & Edge (Stack 5) followed with gains of +1.57% and +1.49% respectively. That combination, infrastructure, integration, and edge moving together in the same week, is what shaped this week's featured stock selection.

BE, PLTR, and RDDT were each the most notable mover within their respective stack. They are presented here for tracking and informational purposes only.

1. Bloom Energy Corporation $BE ( ▼ 7.65% )

Stack/Sector: Stack 7 - Power & Cooling

Performance: +13.1% (1 Week) | +81.0% (YTD)

AIIP Ranking: Momentum

Analysis: Bloom Energy was the standout performer in the Power & Cooling stack, posting a 13.1% weekly gain. Unlike the other featured stocks this week, BE is not in a downtrend, it is up 81% year-to-date, reflecting strong and sustained market interest in its role as an energy solution for data centre demand. Its momentum is the driver here rather than fundamental quality alone, and whilst price action confirms it as a leader in the energy trade, momentum-led moves can be sensitive to shifts in sentiment.

2. Palantir Technologies Inc. $PLTR ( ▲ 0.92% )

Stack/Sector: Stack 2 - Data & Integration

Performance: +4.8% (1 Week) | -23.8% (YTD)

AIIP Ranking: Fundamental

Analysis: Palantir tied for the lead in the Data stack this week with a 4.8% return. Its fundamental quality remains strong, underpinned by solid growth metrics and financial discipline, placing it in the 'Fundamental' category. However, it remains down 23.8% year-to-date and is still in a short-term downtrend. Momentum has not yet recovered sufficiently to confirm a trend change, and one week of positive price action is not enough to alter that picture.

3. Reddit, Inc. $RDDT ( ▼ 3.6% )

Stack/Sector: Stack 5 - Application & Edge

Performance: +12.5% (1 Week) | -35.9% (YTD)

AIIP Ranking: Fundamental

Analysis: Reddit delivered the largest single-week move of the featured stocks, surging 12.5% within Stack 5. Its underlying fundamentals are strong, driven by exceptional growth metrics, and it sits in the 'Fundamental' category. That said, momentum remains weak and a year-to-date decline of 35.9% indicates the stock is still under significant pressure. This week's move is consistent with a short-term bounce within a broader downtrend rather than a confirmed reversal.

So, Is the AI Selloff Losing Steam?

It is a fair question given the week's numbers. Three stacks in positive territory, a 13.1% surge from Bloom Energy, a 12.5% bounce from Reddit, and Palantir holding its ground with strong fundamentals underneath. On the surface, it looks encouraging.

The picture is mixed, however. BE stands apart with 81% year-to-date gains and strong momentum, suggesting the market has conviction in its energy story. PLTR and RDDT tell a different tale, both remain in short-term downtrends with year-to-date losses of 23.8% and 35.9% respectively. For those two, one positive week does not reverse the broader picture.

What this week does show is that not all AI stocks are moving in the same direction or for the same reasons. Whether the activity in PLTR and RDDT marks the beginning of a genuine shift or simply a pause within the broader selloff is something the coming weeks will need to answer.

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^{Not Investment Advice}^{: This content is provided by AI Investing Pulse for informational and educational purposes only. It does not constitute investment advice, a personal recommendation, or an invitation or inducement to engage in any investment activity.}^{Not Regulated}^{: AI Investing Pulse is not authorised or regulated by the Financial Conduct Authority (FCA) in the United Kingdom, is not registered with the Securities and Exchange Commission (SEC) or any state securities regulator in the United States, and is not registered with the Canadian Investment Regulatory Organization (CIRO) or any provincial securities commission in Canada.}^{Methodology Disclosure}^{: The AIIP Index scores and rankings mentioned in this article are generated by a proprietary quantitative methodology based on publicly available financial data. Our full methodology is explained in the "About AIIP" section below. These scores are objective system outputs, not recommendations or endorsements.}^{Risk Warning}^{: Investing in stocks involves risk, including the potential loss of principal. Past performance of stocks, scores, or rankings is not indicative of future results. Stock prices can decline as well as rise, and you may lose some or all of your invested capital.}^{Third-Party References}^{: References to analyst opinions, bank research, media publications, or the term "picks" refer to third-party selections, not AIIP recommendations. We aggregate this information for educational analysis only.}^{Seek Professional Advice}^{: Always consult a qualified, regulated financial professional who understands your personal circumstances before making any investment decisions. Consider your individual financial situation, risk tolerance, investment objectives, and time horizon.}

^{About AIIP -}^The^{AIIP Index}^{tracks 173 AI-focused public companies across the full AI stack, serving as our benchmark for sector performance. All scores are proprietary and calculated using data from}^{Finbox (powered by S&P Global Intelligence)}^.^{AIIP Total Score}^{(0–100) combines metrics for sales and EPS growth, financial quality, and valuation to assess overall business strength.}^{AIIP Relative Strength (RS) Score}^{measures a stock’s price performance relative to the AIIP 173 AI stocks.}^{Ranking Status}^{is based on score combinations:}^Fundamental^{: Total Score ≥ 70, RS < 80.}^Momentum^{: RS ≥ 80, Total Score < 70.}^Watchlist^{: Total Score ≥ 70 and RS ≥ 80}

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TOP AI STOCKS PERFORMANCE

COMPANY	SECTOR	WEEKLY
QuickLogic (QUIK)	Technology	20.6%
Nebius (NBIS)	Technology	13.5%
Bloom Energy (BE)	Industrials	13.1%

TOP AI ETFs PERFORMANCE

ETFs	SECTOR	WEEKLY
Roundhill (CHAT)	Gen AI & Tech	3.1%
Robo Global (THNQ)	Global AI	2.0%
KraneShares (AGIX)	AI & Tech	1.5%

AI STOCK IDEAS

Four Under-the-Radar AI Stocks to Watch in 2026 – Investing.com
Super Micro Computer, Arista Networks, and two others are flagged as AI infrastructure plays flying under the radar as deployment spending accelerates.

Cybersecurity Stocks Break Away From the Software Selloff – Yahoo Finance
Wedbush data shows cybersecurity pipeline growth of 25-30% in 2026, well above the historical 12-18% norm, with CrowdStrike and Palo Alto leading the way.

Two Software Dip Buys in a Bear Market – The Motley Fool
Wix trades near $72 vs. a $151 analyst target; Adobe is at a multi-year low earnings multiple. AI disruption fears may be overblown for both.

AI STOCKS & ETFS NEWS

JPMorgan Names 19 AI-Resilient Software Stocks to Watch – Yahoo Finance
JPMorgan flags Microsoft, CrowdStrike, ServiceNow, and 16 others as protected by high switching costs and long-term enterprise contracts amid the AI disruption wave.

Dan Ives Calls Tech Selloff a Generational Buying Opportunity – Fortune
Wedbush's Dan Ives calls the current software correction the largest structural selloff in 25 years and the best entry point he's seen into enterprise tech.

China Tightens Its Grip on Open-Source AI Leadership – Digital Watch Observatory
Pinterest, Airbnb, and others are switching to DeepSeek and Alibaba's Qwen as cheaper alternatives; Chinese open-source models now account for ~30% of global LLM usage.

AI STARTUPS

17 US AI Companies Have Already Raised $100M or More in 2026 – TechCrunch
In under two months, 17 US AI startups have closed nine-figure rounds, including ElevenLabs at $11B and xAI's $20B Series E, putting 2026 on pace to break funding records.

The Week’s 10 Biggest Funding Rounds – Crunchbase
The GIC and Coatue-led round is the second-largest private VC deal ever, with Anthropic's annualised revenue at $14B and Claude Code generating $2.5B in run-rate revenue alone.

AI TRENDS

Five AI Trends Leaders Must Watch in 2026 – MIT Sloan Management Review
MIT's annual outlook flags the AI bubble debate, agentic AI in the trough of disillusionment, and GenAI shifting from personal tool to enterprise capability.

What Enterprises Should Know About Agentic AI Over the Next Three Years – Medium
Multi-agent orchestration and human-in-the-loop governance are the key themes, most organisations will need to redesign processes, not just automate them.

The Future of AI-Powered Cybersecurity – Medium
As AI lowers the cost of attacks, defenders are applying the same tools to threat detection and automated response, shifting security postures from reactive to predictive.

OTHERS

DeepMind CEO: True AGI Is Still Five to Eight Years Away – Business Insider
Demis Hassabis says current AI still falls short on consistency, continual learning, and long-term planning, but expects robotics breakthroughs within two to three years.

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