What is driving the Nasdaq today?

Concern over AI-driven fee pressure and job cuts in white-collar roles is weighing on tech and services. Traders see choppy moves as valuations react to updates on pricing, margins, and client retention. Watch 24,499 support, 25,334 pivot, and 25,420 resistance for direction cues in the near term.

How do AI disruption stocks affect portfolios?

They raise uncertainty on revenue durability, gross margin, and sales cycles. That can increase volatility and correlation within tech and services. We prefer names with transparent AI unit economics, low churn, and positive cash flow. Position size carefully and add on confirmation, not headlines alone.

Are logistics shares sell-offs a buying opportunity?

It depends on balance sheets, contract stickiness, and automation ROI timelines. If pricing resets faster than costs fall, margins can compress. Look for clear visibility on customer retention and efficiency gains. Use staged entries, and respect invalidation if support breaks on rising volume.

What levels matter most on ^NDX right now?

First support sits near 24,499, with a pivot around 25,334. The 50-day average at 25,420 acts as resistance, while the 200-day near 23,885 is major support. A strong close above 25,420 improves odds toward 26,170, while a loss of 24,499 risks deeper tests.

Global Market Insights

^NDX Today, February 17: AI Disruption Fears Rattle Tech, Logistics

ByDanny Kontos February 17, 2026February 17, 2026

In stock market news today, the Nasdaq 100 (^NDX) stays choppy as AI disruption fears spread from software to wealth management and logistics. Investors weigh fee pressure, automation risk, and margin squeeze. Nasdaq today shows tight ranges and quick reversals while valuation sensitivity stays high. For investors in Germany, US tech exposure through EUR-denominated UCITS ETFs adds FX considerations. We outline the levels that matter, why AI disruption stocks are under stress, how a logistics shares sell-off could spill into Europe, and what to watch next.