The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

0951 ET - Physical AI, which is built into robots and autonomous machines, could become a trillion​-​dollar industry by 2035, Barclays analysts write in a note. Covering humanoid robots, autonomous vehicles, industrial automation, and drones, the market could reach between $0.5 trillion and $1.4 trillion by 2035, depending on adoption, they say. Autonomous vehicles are expected to drive nearly half of the growth, or up to $550 billion by 2035. So far, China leads both robot deployment and industrial robot adoption, they say. "Of the roughly 15,000 new humanoid robot installations in 2025, China accounted for more than 85%, compared with just 13% in the U.S," they add. ( najat.kantouar@wsj.com)

0829 ET - Apple appears to be moving past the AI challenges that have plagued it for the past 18 months, Wedbush analysts say in a research note. The iPhone maker will finally get into artificial intelligence this year, they say, in part citing the company's cemented partnership with Google Gemini and new, outside AI leadership that has recently joined. "Apple and Cook knows this revamped Siri and new architecture is one of the most important technology rollouts in its history, given how much is riding on Apple finally unleashing the consumer AI era on its platform," the analysts write. They call the recent worry and sell-off in Apple's shares unwarranted, noting that AI monetization could add $75 to $100 a share to the Apple story over the coming few years. (connor.hart@wsj.com)

0733 ET - Warner Bros. Discovery is reopening negotiations with Paramount Skydance but still views Netflix's offer as superior, Warner says in a letter to Paramount's board. The company says that Paramount's amended offer sent earlier this month addresses some of Warner's concerns but "still contains many of the unfavorable terms and conditions" from prior offers. "PSKY indicated in its February 10 letter to the WBD Board a willingness to address some of those concerns, but does not do so in its proposed merger agreement, leaving WBD with vague assurances of intention," Warner says, adding that it continuesto "recommend and remain fully committed" to its deal with Netflix. (nicholas.miller@wsj.com)

0726 ET - Investors say buying gold is the most crowded trade for the second consecutive month, the Bank of America global fund manager survey for February shows. 50% of fund managers in the survey say "long gold" is the most crowded trade in February, down from 51% of fund managers in January's iteration of the survey. Meanwhile, 20% of fund managers say buying the biggest U.S. technology stocks--Nvidia, Alphabet, Apple, Amazon, Microsoft, Meta and Tesla--is the most crowded trade. (miriam.mukuru@wsj.com)

0723 ET - Warner Bros. Discovery is giving Paramount Skydance a chance to sweeten its acquisition bid, the company says in a letter to Paramount's board. Warner says Paramount has indicated it would be willing to up its offer to $31 a share from $30 if Warner engaged in negotiations and that even $31 is not its best and final offer. Netflix has granted Warner a seven-day waiver to allow it to engage with Paramount. Warner says it will discuss with Paramount unresolved deficiencies in its proposal and expects a new proposal to include a per-share price higher than $31. "We seek your best and final proposal," Warner says. (nicholas.miller@wsj.com)

0723 ET - Fund managers are betting more heavily on European healthcare and banking than any other sectors this month, according to Bank of America's survey of investors. Healthcare displaces technology at the top of the survey's consensus overweight ranking for February. Fund managers retain a net bullish position on technology after the sector was most favored in January, though managers have trimmed their exposure amid a broad software selloff so far this month. Technology is viewed as the most overvalued sector in Europe. Autos are the most neglected stocks on the continent, with close to 60% of fund managers surveyed choosing to allocate less money to the sector than the benchmark. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

February 17, 2026 12:20 ET (17:20 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.