Today: 25 February 2026
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Seagate stock price jumps 6% as STX rebounds on pricing talk, HAMR update
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25 February 2026
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Seagate stock price jumps 6% as STX rebounds on pricing talk, HAMR update

Seagate shares jumped 6.1% to $420.28 Wednesday after CFO Gianluca Romano said demand is outpacing supply and pricing remains firm. Romano highlighted increased use of HAMR technology and ongoing contract price hikes at Bernstein’s tech forum. EVP Chong Kian Fatt sold 5,846 shares last week at about $416.48 each. Investors await Nvidia results and Seagate’s March 3 conference appearance.
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Lam Research stock price nears $250 as Morgan Stanley lifts target, chip-tool rally rolls on
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Lam Research stock price nears $250 as Morgan Stanley lifts target, chip-tool rally rolls on

Lam Research shares rose about 2% Wednesday, trading near $249 after Morgan Stanley raised its price target to $254, citing higher DRAM-driven spending forecasts. The stock briefly topped $251 before retreating. Investors are watching for new signals at upcoming conferences in March. Lam closed at $244.25 on Tuesday.
25 February 2026
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Visa stock rebounds after AI scare rattles payments, with Nvidia earnings the next test

Visa stock rebounds after AI scare rattles payments, with Nvidia earnings the next test

Visa shares rose 1.8% to $312.85 Wednesday afternoon, rebounding from a nearly 5% drop Monday after a viral Substack post raised fears about AI bypassing card networks. Payments stocks steadied as Wall Street pulled back from “doom” scenarios tied to artificial intelligence. Traders awaited Nvidia’s earnings after the bell for the next move in AI sentiment.
25 February 2026
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Brent crude price slips on big U.S. stock build as Iran talks and OPEC+ loom

Brent crude price slips on big U.S. stock build as Iran talks and OPEC+ loom

U.S. crude stockpiles jumped by 16 million barrels, far above forecasts, sending Brent crude down 12 cents to $70.65 a barrel. The Energy Information Administration called the build “bearish,” while Middle East tensions and new U.S. sanctions on Iran continued to support prices. Saudi Arabia has raised output as a contingency for possible supply disruptions. OPEC+ may consider a small output increase at its March 1 meeting.
25 February 2026
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Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia shares rose 2.2% Wednesday, lifting AI chip stocks and pushing the Nasdaq to a two-week high ahead of Nvidia’s quarterly results. AMD gained over 6% Tuesday after announcing a deal to supply Meta with up to 6 gigawatts of Instinct GPUs, including a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each. The Philadelphia semiconductor index hit a record.
25 February 2026
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Natural gas prices rebound as LNG export demand stays strong, storage report looms

Natural gas prices rebound as LNG export demand stays strong, storage report looms

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25 February 2026
NYMEX March natural gas rose 1.3% to $2.953 per mmBtu as it neared expiry, supported by near-record LNG export flows and a firmer demand outlook. April traded near $2.88. Traders await Thursday’s U.S. storage report, expected to show a shrinking deficit after mild weather. U.S. output remains high, while West Texas spot prices stayed negative due to pipeline constraints.
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Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

The Dow rose 307.8 points to 49,482.3 in early afternoon trading Wednesday. Investors awaited Nvidia’s quarterly report, with options markets pricing a 5.6% post-earnings move, the smallest in three years. IBM climbed over 4%, while Axon Enterprise jumped on strong earnings. GoDaddy and Lowe’s fell after weak forecasts.
25 February 2026
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Wall Street climbs today as Nvidia earnings drive S&P 500, Nasdaq back to two-week highs

Wall Street climbs today as Nvidia earnings drive S&P 500, Nasdaq back to two-week highs

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25 February 2026
The S&P 500 and Nasdaq hit two-week highs Wednesday as tech shares rallied ahead of Nvidia’s earnings. Nvidia rose 2.2%, lifting chip stocks and sending the Philadelphia Semiconductor Index to a record. Axon Enterprise surged over 19% after strong results, while Lowe’s dropped 5% on a weak outlook. Tariff concerns and mixed forecasts kept trading uneven.
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Accenture stock price sinks to new 52-week low as OpenAI tie-up, deals fail to steady ACN shares

Accenture stock price sinks to new 52-week low as OpenAI tie-up, deals fail to steady ACN shares

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25 February 2026
Accenture shares fell 2.3% to $192.13 by midday Wednesday in New York, hitting a new 52-week low of $188.74 amid heavy trading volume. The drop extends a three-day slide totaling nearly 11%. OpenAI named Accenture as an anchor partner in its new “Frontier Alliance” for enterprise AI rollouts. Accenture’s next earnings call is set for March 19.
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Axon stock price jumps 22% as strong results fuel AI-led growth hopes; next catalyst in April

Axon stock price jumps 22% as strong results fuel AI-led growth hopes; next catalyst in April

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25 February 2026
Axon shares jumped 22% to $540.04 after reporting a 46% surge in 2025 bookings to $7.4 billion and forecasting 2026 revenue growth of up to 30%. The company split its reporting to highlight AI-driven software and services apart from hardware. Non-GAAP profit rose, but net income remained thin due to higher spending. Axon’s stock trades at about 57 times forward earnings, above the industry median.
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Corning stock spikes to fresh highs after Citi lifts target to $170 ahead of OFC

Corning stock spikes to fresh highs after Citi lifts target to $170 ahead of OFC

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25 February 2026
Corning shares surged 5.3% to $159.57 Wednesday, hitting a record $160.76, as investors bet on its role in AI data-center infrastructure. Citi, Morgan Stanley, and Mizuho all raised price targets ahead of the Optical Fiber Communication conference in March. Corning’s $6 billion supply deal with Meta Platforms remains a key anchor. The next dividend of $0.28 per share goes ex-dividend Feb. 26.
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Netflix stock jumps nearly 5% as Warner bidding war heats up — the next catalyst traders are watching

Netflix stock jumps nearly 5% as Warner bidding war heats up — the next catalyst traders are watching

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25 February 2026
Netflix shares rose 5% to $81.92 Wednesday as investors reacted to a takeover battle for Warner Bros Discovery. Paramount raised its bid to $31 per share, topping Netflix’s $27.75 offer, and added a larger breakup fee. Warner will engage further with Paramount, while a shareholder vote on Netflix’s proposal is set for March 20. Antitrust scrutiny and investor concerns over deal financing remain.
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Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears

Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears

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25 February 2026
Broadcom shares rose 2.3% to $332.83 in Wednesday morning trading, rebounding from a prior drop. The move tracked gains in tech stocks ahead of Nvidia’s earnings report later in the day. Broadcom is set to report quarterly results on March 4, with margins and VMware renewals in focus. Options trading showed heightened volatility, pointing to expectations of sharp moves around earnings.
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Meta stock rises after $60 billion AMD AI chip pact, with Nvidia earnings next

Meta stock rises after $60 billion AMD AI chip pact, with Nvidia earnings next

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25 February 2026
Meta Platforms shares rose about 1.4% Wednesday after Reuters reported a deal to buy up to $60 billion of AMD AI chips over five years. The agreement includes a warrant for Meta to acquire up to 10% of AMD if certain GPU shipment milestones are met. Investors are awaiting Nvidia’s quarterly results for further signals on AI hardware demand.
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Lumentum stock price jumps on Citi catalyst watch ahead of major optics conference

Lumentum stock price jumps on Citi catalyst watch ahead of major optics conference

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25 February 2026
Lumentum shares surged 8.4% to $746.39 in morning trading Wednesday after Citi raised its price target to $800 and flagged a potential upside catalyst ahead of the Optical Fiber Communication conference in March. The stock hit a session high near $765, outpacing the Nasdaq and optical peers. Traders are watching for new AI-driven optics signals at the upcoming event.
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Sandisk stock price steadies after Citron short call; Bernstein talk looms for SNDK

Sandisk stock price steadies after Citron short call; Bernstein talk looms for SNDK

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25 February 2026
Sandisk shares rose 0.2% to $639.76 early Wednesday after a 4.2% drop Tuesday, triggered by a Citron Research short call citing memory market risks. CEO David Goeckeler disclosed tax-related share sales last week. Western Digital plans to sell millions of Sandisk shares to cut debt. Investors await Sandisk’s appearance at a Bernstein tech forum later Wednesday.
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Tesla (TSLA) stock price climbs ahead of Nvidia earnings as Autopilot lawsuits return to focus

Tesla (TSLA) stock price climbs ahead of Nvidia earnings as Autopilot lawsuits return to focus

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25 February 2026
Tesla shares rose 2.1% to $417.87 early Wednesday after closing at $409.38. The company sued California’s DMV over automated driving marketing rules and faces a class action in San Francisco alleging hiring discrimination. Tesla’s Full Self-Driving remains classified as Level 2 autonomy. Analyst ratings on the stock remain divided.
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Hycroft Mining stock (HYMC) pops again after Sprott buy filing — what traders watch next

Hycroft Mining stock (HYMC) pops again after Sprott buy filing — what traders watch next

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25 February 2026
Hycroft Mining shares rose 4.8% to $49.19 in premarket trading Wednesday after a filing showed director Eric Sprott bought 150,000 shares at $42.05 each. The stock jumped 11.6% Tuesday on heavy volume following an updated technical report that increased resource estimates. Investors await further insider disclosures and the next earnings update, expected between March 4 and March 6.
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Fermi Inc (FRMI) stock price rises premarket as REIT tax risk and earnings date grab attention

Fermi Inc (FRMI) stock price rises premarket as REIT tax risk and earnings date grab attention

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25 February 2026
Fermi Inc shares rose 1.4% to $10.19 in premarket trading Wednesday after an 11.9% jump Tuesday. The company set March 30 for its fourth-quarter and full-year 2025 results call. Investors are watching a March 6 court deadline in a securities fraud class action and weighing risks to Fermi’s REIT tax status amid questions about its power sales.
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Leonardo DRS stock price slips in premarket after 15% surge on earnings, 2026 outlook

Leonardo DRS stock price slips in premarket after 15% surge on earnings, 2026 outlook

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25 February 2026
Leonardo DRS shares fell 0.2% to $43.75 in premarket trading Wednesday after a 15% surge Tuesday on strong earnings. The company reported Q4 revenue of $1.06 billion, beating analyst estimates, and forecast 2026 revenue of up to $3.95 billion. Backlog stood at $8.7 billion at year-end. DRS declared a 9-cent quarterly dividend payable March 24.
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