Today: 2 March 2026

Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Salesforce stock price rebounds as CRM shares climb on buyback, AI metrics in focus

Salesforce stock price rebounds as CRM shares climb on buyback, AI metrics in focus

Salesforce shares rose 2.5% to $196.50 Thursday morning after the company raised its share repurchase authorization to $50 billion and increased its quarterly dividend to $0.44. Fourth-quarter revenue climbed 12% to $11.2 billion, while fiscal 2027 revenue guidance came in slightly below analyst expectations. Investors are watching adoption of Salesforce’s “agentic” AI, which has reached $800 million in annual recurring revenue.
AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD shares fell 2.6% to $205.31 Thursday morning after the company announced a $150 million investment in Nutanix and up to $100 million for joint AI platform work. The drop followed news of a five-year deal to sell up to $60 billion in AI chips to Meta, which includes a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each.
SanDisk stock rises as CEO flags multi-year data-center deals after Citron short call

SanDisk stock rises as CEO flags multi-year data-center deals after Citron short call

SanDisk shares rose 3.5% to $654.60 in Thursday morning trading after CEO David Goeckeler said the company is pursuing multi-year supply deals with data-center customers. The rebound followed a 5% drop earlier in the week after Citron Research disclosed a short position and called the rally a misread of a cyclical market. SanDisk opened at $645.74 and traded as high as $656.25.
JPMorgan stock price rebounds to $303 as AI jitters ease and traders eye next Fed cues

JPMorgan stock price rebounds to $303 as AI jitters ease and traders eye next Fed cues

JPMorgan shares rose 2.0% to close at $303.30 on Wednesday after executives projected mid-teens percentage growth in first-quarter fees and trading revenue at the bank’s investor day. The stock rebounded from earlier losses, trading between $297.01 and $303.66. Investors now await U.S. jobless claims Thursday and producer prices Friday for further market direction.
Bloom Energy stock slips after hours on CEO sale notice, even after a fresh high

Bloom Energy stock slips after hours on CEO sale notice, even after a fresh high

Bloom Energy shares fell 1.0% to $173.00 in late after-hours trading Wednesday after closing up 5.2% at a record $174.77. CEO K.R. Sridhar filed to potentially sell up to 200,000 shares, worth about $33.9 million. Citi began coverage at Neutral, calling the stock fairly valued amid strong demand for on-site power. The stock hit $180.90 intraday and has traded between $15.15 and $180.90 over the past year.
26 February 2026
Eli Lilly stock price slips as Zepbound KwikPen FDA nod and Novo trial data keep LLY in focus

Eli Lilly stock price slips as Zepbound KwikPen FDA nod and Novo trial data keep LLY in focus

Eli Lilly shares fell 1.28% to $1,028.83 Wednesday after the FDA cleared a four-dose Zepbound KwikPen for obesity treatment. Novo Nordisk’s CagriSema showed less weight loss than Lilly’s tirzepatide in a head-to-head trial. Analysts called the gap significant for investors. Lilly said the new KwikPen will cost $299 per month at the 2.5 mg dose.
Applied Materials stock jumps to a new high as Nvidia earnings lift chip equipment names

Applied Materials stock jumps to a new high as Nvidia earnings lift chip equipment names

Applied Materials shares rose 4.5% to a record $394.95 Wednesday, with trading volume above the 50-day average. The move followed Nvidia’s strong revenue forecast and gains for semiconductor peers Lam Research and KLA. Insider filings showed director Judy Bruner and accounting chief Adam Sanders sold shares last week. Applied’s next earnings call is set for May 14.
26 February 2026
Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings shares rose 2.3% to $4,162.79 Wednesday after Morgan Stanley upgraded the stock, citing confidence in its role despite new AI travel tools. Shares slipped 0.1% after hours. Booking will execute a 25-for-1 stock split, with a March 6 record date and split-adjusted trading set for April 6. The company recently reported a 16% rise in gross bookings to $43 billion for the quarter.
Salesforce stock slides after hours on FY27 outlook as AI payoffs get questioned

Salesforce stock slides after hours on FY27 outlook as AI payoffs get questioned

Salesforce shares fell 5.4% to $181.37 in after-hours trading after issuing an annual outlook with fiscal 2027 revenue guidance below Wall Street estimates. Fourth-quarter revenue rose 12% to $11.2 billion. The company announced acquisitions of Qualified, Cimulate, and Momentum to boost AI capabilities. Salesforce also authorized a new $50 billion share repurchase program.
Strategy Inc stock jumps nearly 9% on bitcoin rebound; STRC treasury buyers add a new angle

Strategy Inc stock jumps nearly 9% on bitcoin rebound; STRC treasury buyers add a new angle

Strategy Inc shares jumped 8.9% to $135.65 at Wednesday’s close, then slipped about 1% after hours as bitcoin surged 6.7% to $68,400. A Feb. 23 filing showed Strategy sold $39.7 million in stock and used the proceeds to buy 592 bitcoin. The company held 717,722 bitcoin as of Feb. 22. Coinbase Global shares also rose 13.5%.
Gold price jumps as tariff fears swell; traders brace for Iran talks and U.S. jobs report

Gold price jumps as tariff fears swell; traders brace for Iran talks and U.S. jobs report

Spot gold rose 1.1% to $5,202.28 an ounce, and U.S. gold futures settled 1% higher at $5,226.20 on Wednesday as investors sought safety amid new U.S. tariffs and Middle East tensions. U.S. Trade Representative Jamieson Greer said tariffs could rise to 15% for some countries. Geneva talks between U.S. and Iranian officials are set for Thursday. Traders are watching for the March 6 U.S. jobs report.
25 February 2026
Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia shares rose nearly 4% in after-hours trading Wednesday after the company projected first-quarter revenue of about $78 billion, beating estimates. Fourth-quarter revenue reached $68.1 billion, with data center sales at $62.3 billion. Nvidia said its outlook excludes China data center compute revenue and it received U.S. licenses to ship only limited H200 chips there. The company will now include stock-based compensation in non-GAAP results.
Oracle stock edges up after Oppenheimer upgrade; what ORCL investors watch next

Oracle stock edges up after Oppenheimer upgrade; what ORCL investors watch next

Oracle shares rose 1.2% to $147.89 Wednesday and edged higher after hours following an Oppenheimer upgrade to Outperform with a $185 target. The upgrade comes as Oracle plans to raise up to $50 billion in 2026 for cloud expansion, including a $25 billion bond completed Feb. 4. Investors remain focused on the company’s heavy spending and cash flow from large cloud customers.
25 February 2026
Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom shares closed up 2.1% at $332.31 and rose another 0.4% after hours, following Nvidia’s strong forecast and sector gains. The move followed a report that AMD secured a major AI chip deal with Meta, seen as a negative for Broadcom. Analysts flagged upcoming software renewals and shifting supply deals as key risks. Broadcom’s VMware unit also issued a high-severity security advisory for Aria Operations.
Netflix stock jumps 6% on Warner bid twist — what investors watch next

Netflix stock jumps 6% on Warner bid twist — what investors watch next

Netflix shares jumped nearly 6% to $82.71 after Warner Bros. Discovery’s board said Paramount Skydance’s $31-per-share cash bid could lead to a superior offer, intensifying the bidding contest. Paramount’s proposal includes a ticking fee and would cover Warner’s $2.8 billion breakup fee to Netflix. Eleven state attorneys general urged the Justice Department to review the Netflix-Warner deal for antitrust concerns.
25 February 2026
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