U.S. stocks saw a significant drop due to a tech selloff fueled by concerns about the impact of the artificial intelligence boom on the industry. The Dow Jones fell 1.3%, the S&P 500 slipped 1.6%, and the Nasdaq tumbled 2%. The fear gauge, CBOE Volatility Index (VIX), rose by 17.96%.

Investors’ fears over AI stocks grew as concerns mounted about potential disruptions in various sectors like transportation and finance. Companies like Morgan Stanley, CBRE Group, and C.H. Robinson Worldwide saw their stock prices plummet. Cisco Systems issued weak guidance, contributing to the overall market uncertainty.

In economic news, jobless claims totaled 227,000 for the week ending Feb. 7, with continuing claims at 1,862,000. The four-week moving average for jobless claims was 219,500. Investors are now awaiting the release of the January consumer price index (CPI) report to gauge the Federal Reserve’s future monetary policy.

A new report from Zacks Investment Research highlights the potential for significant investor gains in the next wave of AI stocks. The report identifies four under-the-radar companies that could benefit from the ongoing AI evolution. Investors are advised to consider these opportunities as the AI sector continues to expand and innovate.

Read more at Nasdaq: Stock Market News for Feb 13, 2026