Jack of All Trades: High Stakes 02.12.2026
AI infrastructure diverged: Applied Materials crushed EPS +15% (AI equipment 20%+ growth 2026), Arista beat +4.6% revenue ($9B FY25, AI networking $2.75B target 2026), while Rivian rallied +17% on R2 Q2 launch (-$0.54 loss beat -$0.83) and Instacart surged +16% on GTV +14% 3-year high