5 Things To Know: February 17, 2026
Watch on YouTube ↗  |  February 17, 2026 at 11:54 UTC  |  1:05  |  CNBC
Speakers
Carl Quintanilla — Anchor, CNBC (Host of "5 Things To Know")

Summary

  • Starboard Value has taken a 9%+ stake in TripAdvisor and plans to nominate a majority board slate to force change.
  • Danaher is reportedly nearing a $10 billion acquisition of med-tech firm Masimo.
  • Apple is scheduling an early event next month to launch new Macs, iPads, and a lower-cost iPhone 17.
  • Geopolitical focus returns to US-Iran relations with a second round of nuclear talks involving Trump envoys.
Trade Ideas
Ticker Direction Speaker Thesis Time
TRIP
LONG Carl Quintanilla
Anchor, CNBC 		"Starboard Value wants to shake up TripAdvisor. The activist now owns more than 9% of the company and reportedly plans to nominate a majority slate of TripAdvisor board." Activist involvement, especially from a high-profile firm like Starboard seeking majority control, typically signals aggressive moves to unlock shareholder value (spin-offs, sale, or operational overhaul), driving the stock price up. LONG on the catalyst of activist intervention. The activist campaign could fail or become drawn out without immediate results. —
MASI
LONG Carl Quintanilla
Anchor, CNBC 		"The FT is reporting Danaher is nearing an almost $10 billion deal for medical technology company Masimo." When a specific acquisition price or deal is reported as "nearing," the target company's stock usually jumps to trade near the acquisition premium. LONG as an M&A arbitrage play (assuming the deal hasn't fully priced in yet). Regulatory hurdles could block the deal; deal talks could fall apart. —
AAPL
LONG Carl Quintanilla
Anchor, CNBC 		"Apple is announcing an early event next month... believed to be gearing up to release new MacBook and iPad models, as well as a cheaper iPhone 17." A "cheaper iPhone 17" addresses the mass market and emerging economies, potentially boosting unit volume and services revenue, serving as a positive catalyst ahead of the event. LONG into the product launch event. Consumer spending slowdown could dampen demand for new hardware. 0:48