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.

Booking Holdings (BKNG) stock dips after hot U.S. inflation print; CFO set for Morgan Stanley talk

Booking Holdings (BKNG) stock dips after hot U.S. inflation print; CFO set for Morgan Stanley talk

Booking Holdings shares fell about 1% to $4,208.76 in late-morning Friday trading after U.S. producer prices rose 0.5% in January, above forecasts. The company said CFO Ewout Steenbergen will speak at a Morgan Stanley conference on March 3. Booking’s stock remains about 28% below its 52-week high. Expedia and Airbnb shares traded slightly higher.
27 February 2026
Oracle (ORCL) stock price drops as AI-spending doubts bite again, with March earnings next test

Oracle (ORCL) stock price drops as AI-spending doubts bite again, with March earnings next test

Oracle shares fell 3.7% to $144.69 in morning trading Friday, despite an Oppenheimer upgrade earlier in the week. The decline followed broader tech-sector selling and investor concerns over the payoff from heavy AI spending. Oracle traded between $145.15 and $152.50 during the session. Investors await Oracle’s next earnings report, scheduled for March 9.
Dell shares surge after AI server forecast points to $50 billion haul in fiscal 2027

Dell shares surge after AI server forecast points to $50 billion haul in fiscal 2027

Dell shares surged 17.5% Friday after the company projected its AI server revenue would double to about $50 billion in fiscal 2027. Dell forecast total revenue of $138–$142 billion for the year and raised its dividend and buyback plan. Fourth-quarter revenue reached a record $33.4 billion. Higher memory-chip costs remain a key risk for margins and PC demand.
Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Advanced Micro Devices shares fell 1.6% to $200.43 in mid-morning New York trade Friday, tracking declines across chip stocks after U.S. producer prices rose 0.5% in January, above forecasts. The Philadelphia Semiconductor Index dropped about 1.1%. Nvidia shares also fell Thursday despite strong results. Investors are watching for Broadcom earnings March 4 and the U.S. jobs report March 6.
Netflix stock jumps as NFLX walks away from Warner Bros bid, easing deal fears

Netflix stock jumps as NFLX walks away from Warner Bros bid, easing deal fears

Netflix shares jumped 9% Friday after the company said it would not raise its offer for Warner Bros Discovery assets, stepping back from a potential bidding war. Warner Bros said Paramount Skydance’s $31-a-share proposal triggered a four-day match window for Netflix. Paramount Skydance shares rose about 5%. Investors await Netflix’s next public comments on March 4.
27 February 2026
Amazon stock dips after $50B OpenAI bet as AWS pushes deeper into AI

Amazon stock dips after $50B OpenAI bet as AWS pushes deeper into AI

Amazon shares fell 0.9% to $206.05 after disclosing a $50 billion investment and partnership with OpenAI, including a $35 billion equity commitment and a $15 billion share purchase due March 31. AWS will distribute OpenAI’s enterprise platform and supply Trainium chips. The Nasdaq and S&P 500 were down about 1%. U.S. producer prices rose 0.5% in January, higher than expected.
Micron stock slips in early trade despite S&P credit upgrade as investors eye March 18 results

Micron stock slips in early trade despite S&P credit upgrade as investors eye March 18 results

Micron shares fell 0.8% to $412.09 early Friday, following a 3.1% drop Thursday, as tech stocks slid. S&P Global Ratings upgraded Micron’s credit to BBB with a positive outlook, citing AI-driven cash flow. IDC warned of a record smartphone shipment decline in 2026 due to rising memory prices. Prime Minister Modi will inaugurate Micron’s new facility in India on Saturday.
Tesla stock edges lower as robotaxi permit snag, insider sale plan keep TSLA under the microscope

Tesla stock edges lower as robotaxi permit snag, insider sale plan keep TSLA under the microscope

Tesla shares slipped 0.1% to $408.16 Friday morning after a 2.9% drop Thursday, as investors focused on delays in California robotaxi approvals. Reuters reported Tesla logged zero autonomous test miles in California for a sixth year and holds only a basic permit. Director Kathleen Wilson-Thompson filed to sell up to 25,731 shares under a pre-set plan. A key union vote at Tesla’s German plant is set for next week.
ServiceNow stock price pops nearly 5% after Autonomous Workforce launch, as traders hunt software rebound

ServiceNow stock price pops nearly 5% after Autonomous Workforce launch, as traders hunt software rebound

ServiceNow shares rose 4.86% to $109.30 Thursday after launching “Autonomous Workforce” tools and integrating Moveworks into its AI platform. The company said its AI specialist for IT service desks will roll out more broadly in Q2 2026. Moveworks received FedRAMP Moderate certification for U.S. government use. CEO Bill McDermott plans to buy $3 million in shares on Feb. 27, per an SEC filing.
27 February 2026
Snowflake stock price slips after hours; here’s what Wall Street is watching next

Snowflake stock price slips after hours; here’s what Wall Street is watching next

Snowflake shares fell 1.9% after hours Thursday, reversing part of a 2.3% gain during the regular session. The company reported fourth-quarter product revenue up 30% to $1.23 billion and a 42% jump in contracted backlog. Guidance topped estimates but signaled slower growth, with fiscal 2027 product revenue forecast at $5.66 billion. Snowflake also disclosed two $200 million AI deals and a $600 million acquisition of Observe.
Oracle stock slips after hours despite Wall Street upgrade — what’s next for ORCL

Oracle stock slips after hours despite Wall Street upgrade — what’s next for ORCL

Oracle shares fell 1.4% to $148.20 in after-hours trading Thursday after closing up 1.6%. Oppenheimer upgraded Oracle to Outperform this week with a $185 price target. Investors remain focused on Oracle’s AI infrastructure spending and funding plans, including a reported $300 billion cloud deal with OpenAI. The company’s next earnings report is expected around March 9.
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