Today: 2 March 2026
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Khadija Saeed

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

AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD shares rose 7% to $210.30 after Meta agreed to buy up to $60 billion in AI chips over five years, with a warrant to purchase up to 160 million AMD shares at $0.01 each. The warrant vests in tranches tied to shipment and stock price milestones, running until February 2031. First shipments are scheduled for the second half of 2026. Traders await Nvidia’s earnings on Feb. 25.
24 February 2026
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Microsoft stock steadies near $385 as AI spending worries set the tone for MSFT

Microsoft stock steadies near $385 as AI spending worries set the tone for MSFT

Microsoft shares rose 0.2% to $385.28 in early Tuesday trading after a 3.2% drop the previous session. Bridgewater Associates estimated Big Tech could spend $650 billion on AI infrastructure this year, warning of downside risk. Investors are watching Nvidia’s earnings Wednesday for signals on AI demand. Microsoft CEO Satya Nadella is scheduled to speak at a Morgan Stanley conference on March 4.
24 February 2026
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Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron shares rose about 1.5% to $427.08 in early Tuesday trading, rebounding after a tariff-driven selloff. Investors focused on AI hardware demand and upcoming Nvidia results, while broader markets stayed flat. AMD announced a $60 billion AI chip deal with Meta, lifting chip sentiment. Tariff uncertainty and supply constraints continued to weigh on the sector.
24 February 2026
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SanDisk stock steadies after Citron short call; SNDK traders watch next catalysts

SanDisk stock steadies after Citron short call; SNDK traders watch next catalysts

Sandisk shares rose 1.3% to $675.19 Tuesday morning after Citron Research disclosed a short position and warned the NAND chip shortage could end quickly. The stock dipped briefly after Citron’s post before rebounding. Citron cited rising competition, especially from Samsung, as a risk. Investors are watching Sandisk’s conference appearances starting Feb. 25 for updates.
24 February 2026
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Occidental Petroleum stock (OXY) holds near a 52-week high as oil stays elevated — what traders watch next

Occidental Petroleum stock (OXY) holds near a 52-week high as oil stays elevated — what traders watch next

Occidental Petroleum closed Monday up 1.2% at $52.43, hitting a new 52-week high as oil prices stayed near six-month peaks. The company announced an 8% dividend increase and launched a $700 million bond buyback, with deadlines in March. Crude settled at $71.49 a barrel for Brent and $66.31 for WTI ahead of U.S.-Iran nuclear talks. The S&P 500 fell 1.04% on the day.
24 February 2026
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Accenture stock sinks after OpenAI “Frontier Alliance” news as tariff, AI fears rattle Wall Street

Accenture stock sinks after OpenAI “Frontier Alliance” news as tariff, AI fears rattle Wall Street

Accenture shares fell 6.6% to $201.18 in after-hours trading Monday after a volatile session, tracking broad declines in U.S. stocks amid tariff uncertainty and renewed concerns over AI-driven job disruption. OpenAI named Accenture an anchor partner in its new enterprise “Frontier Alliance” initiative. The Dow closed down 1.66%, S&P 500 lost 1.04%, and Nasdaq slipped 1.13%. Accenture’s next earnings call is set for March 19.
24 February 2026
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IBM stock price dives after Anthropic’s COBOL AI tool rattles Wall Street — what to watch next

IBM stock price dives after Anthropic’s COBOL AI tool rattles Wall Street — what to watch next

IBM shares fell 13% to $223.35 in after-hours trading Monday after Anthropic launched an AI tool to speed up COBOL code modernization. Accenture and Cognizant shares also dropped about 6%. Investors are watching for IBM’s response and upcoming tech earnings. Broader markets declined as AI-driven automation fears hit consulting and legacy software stocks.
24 February 2026
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Qualcomm stock dips after-hours as tariff jitters hit tech; Nvidia earnings and QCOM dividend date ahead

Qualcomm stock dips after-hours as tariff jitters hit tech; Nvidia earnings and QCOM dividend date ahead

Qualcomm shares fell 1.7% to $140.41 in late after-hours trading Monday after President Trump raised tariffs to 15% and tech stocks came under pressure. The stock underperformed chip peers and remains about 32% below its 52-week high. Qualcomm continues to face a memory chip shortage, with executives warning supply issues could persist into 2027. The company will pay a quarterly dividend of 89 cents a share on March 26.
24 February 2026
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SoFi stock slides 4% after-hours as tariff angst hits risk appetite — what to watch next for SOFI

SoFi stock slides 4% after-hours as tariff angst hits risk appetite — what to watch next for SOFI

SoFi Technologies shares fell 4.2% to $18.22 in after-hours trading Monday, with 82.6 million shares changing hands. The drop followed a broad selloff in financial and tech stocks as tariff concerns and AI risks rattled markets. Executive vice president Kelli Keough sold 9,755 shares Friday under a pre-set plan. SoFi’s next earnings report is scheduled for May 4.
24 February 2026
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Nike stock slides after-hours as tariff whiplash keeps pressure on NKE

Nike stock slides after-hours as tariff whiplash keeps pressure on NKE

Nike shares fell 3.5% to $63.09 in after-hours trading Monday after President Trump announced a new global tariff plan, reviving trade policy uncertainty. Investors await details on tariff timing and scope, as well as Nike’s next earnings, expected around March 19. Jefferies said Nike could benefit if new tariffs are lower than previous rates. Nike has warned tariff changes could add $1 billion in costs.
24 February 2026
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Blackstone stock price slides 6% after-hours as AI scare hits private credit — what traders watch next

Blackstone stock price slides 6% after-hours as AI scare hits private credit — what traders watch next

Blackstone Inc shares fell 6.2% to $113.71 in after-hours trading Monday, with volume over 18 million. The drop followed a broad selloff in financial stocks and rising concerns over AI-driven disruption and defaults in private credit. Apollo, KKR, and Blue Owl also posted sharp declines. Blackstone also agreed to buy a 24% stake in Banamex from Citigroup for about $2.5 billion.
24 February 2026
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Bloom Energy stock jumps nearly 9% after-hours — what’s moving NYSE:BE now

Bloom Energy stock jumps nearly 9% after-hours — what’s moving NYSE:BE now

Bloom Energy shares rose 8.7% to $160.28 in after-hours trading Monday, defying a broad U.S. market drop on tariff concerns. Nearly 10 million shares changed hands, with options markets seeing several large sweep trades in BE contracts. The move followed Bloom’s recent revenue forecast and continued focus on data-center power demand. Peers Plug Power and Ballard fell, while FuelCell Energy edged higher.
23 February 2026
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Domino’s Pizza stock pops after earnings — DPZ jumps as U.S. sales beat and dividend rises

Domino’s Pizza stock pops after earnings — DPZ jumps as U.S. sales beat and dividend rises

Domino’s Pizza shares rose 4.1% to $400.36 in after-hours trading after reporting fourth-quarter revenue up 6.4% to $1.54 billion. U.S. same-store sales rose 3.7%, beating estimates, while international same-store sales increased 0.7%. The company raised its quarterly dividend 15% to $1.99 per share. Investors are watching the 2026 U.S. sales outlook and overseas performance.
23 February 2026
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Snowflake stock slides nearly 9% as Wall Street wobbles, with earnings and Cortex Code update in focus

Snowflake stock slides nearly 9% as Wall Street wobbles, with earnings and Cortex Code update in focus

Snowflake shares dropped 8.6% to $157.60 Monday, holding near that level after hours ahead of Wednesday’s earnings report. The company announced an expansion of its Cortex Code CLI and a new monthly subscription outside its core model. BTIG cut its price target to $235 from $312. U.S. software stocks broadly declined amid concerns over AI-related spending shifts.
23 February 2026
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Caterpillar stock slips after hours despite Evercore’s $878 target — what CAT investors watch next

Caterpillar stock slips after hours despite Evercore’s $878 target — what CAT investors watch next

Caterpillar shares fell 0.4% after hours Monday to $756.47, despite Evercore ISI raising its price target to $878. Wall Street Zen downgraded the stock to “hold” last week. Traders are watching for comments on demand, pricing, and tariffs at Caterpillar’s March 5 CONEXPO fireside chat. The stock traded between $752.79 and $767.38 on the day.
23 February 2026
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Gold price hits three-week high as Trump tariff deadline nears; Fed and data next

Gold price hits three-week high as Trump tariff deadline nears; Fed and data next

Gold jumped over 2% Monday to $5,206.39 an ounce, reaching a three-week high as traders reacted to new U.S. tariffs and a weaker dollar. U.S. gold futures settled 2.8% higher at $5,225.60. The new 15% import duty takes effect Tuesday after the Supreme Court struck down Trump’s earlier tariffs. Silver rose 3.2% to $87.23, while platinum and palladium moved in opposite directions.
23 February 2026
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Applied Materials stock price dips after-hours as tariff fog returns and an insider sale notice hits the tape

Applied Materials stock price dips after-hours as tariff fog returns and an insider sale notice hits the tape

Applied Materials shares fell 1.1% to $371.12 Monday as chip stocks dropped, tracking a 1.4% decline in the Philadelphia Semiconductor Index. The slide followed a Supreme Court ruling on Trump-era tariffs and new trade threats. Director Judy Bruner filed notice to potentially sell 3,969 shares worth about $1.5 million. The company’s next earnings call is set for May 14.
23 February 2026
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