Today: 7 April 2026
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Meta stock slips as AMD AI chip pact puts spending back in focus ahead of Nvidia earnings

Meta stock slips as AMD AI chip pact puts spending back in focus ahead of Nvidia earnings

Meta Platforms shares fell 2.8% to $637.25 after AMD agreed to supply up to $60 billion in AI chips over five years, with Meta gaining an option for up to 10% of AMD’s equity. AMD will begin shipments in late 2026. Nvidia’s earnings report on Feb. 25 is seen as the next key indicator for AI demand and tech sector spending.
24 February 2026
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Alphabet (GOOG) stock slips as Google data center power deal puts AI spending back in focus

Alphabet (GOOG) stock slips as Google data center power deal puts AI spending back in focus

Alphabet Class C shares fell 0.8% to $309.13 in morning trading Tuesday, trailing a stronger Nasdaq. Xcel Energy said it will supply power for a new Google data center in Minnesota, with Google funding 1,900 megawatts of new capacity. Wells Fargo upgraded Alphabet to Overweight and raised its price target to $387. Investors await Nvidia’s earnings for signals on AI spending.
24 February 2026
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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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Aeromexico stock price today: AERO rises after Mexico airport disruption update

Aeromexico stock price today: AERO rises after Mexico airport disruption update

Grupo Aeromexico shares rose 1.1% to $19.05 after the airline said it was restoring flights at four western Mexico airports disrupted by recent violence. Major carriers, including American and United, had suspended flights after cartel-related attacks. Aeromexico expects regular schedules to resume by Tuesday, noting limited impact on its network. Mexico’s main stock index fell 0.36% in early trading.
24 February 2026
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Datadog stock slides in early trade as Anthropic’s AI security tool keeps investors wary

Datadog stock slides in early trade as Anthropic’s AI security tool keeps investors wary

Datadog shares fell 1.3% to $101.24 in early Tuesday trading after AI startup Anthropic launched Claude Code Security, a tool targeting software vulnerabilities. Other cybersecurity stocks and IBM also dropped sharply Monday on similar concerns. Datadog recently beat Q4 estimates with $953.2 million in revenue and forecast Q1 revenue of $951–$961 million. A Form 144 filing showed insider Alexis T. LeQuoc proposed selling 21,612 shares.
24 February 2026
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Varonis stock rebounds after 11% slide as fresh shareholder lawsuit filing hits tape

Varonis stock rebounds after 11% slide as fresh shareholder lawsuit filing hits tape

Varonis Systems shares rose about 2.4% to $21.59 Tuesday morning after plunging 11% the previous day. A law firm said a securities class action was filed for investors who bought between Feb. 4 and Oct. 28, 2025, with a lead-plaintiff deadline set for March 9. The company remains under scrutiny as it shifts to SaaS subscriptions and faces a projected $30–$50 million 2026 revenue hit from government clients not converting.
24 February 2026
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MongoDB stock drops again after 11% rout as tariffs, AI jitters loom ahead of March 2 earnings

MongoDB stock drops again after 11% rout as tariffs, AI jitters loom ahead of March 2 earnings

MongoDB shares fell 3.8% to $293.81 by 9:31 a.m. ET Tuesday, extending Monday’s 11.4% drop amid a broader selloff in software stocks. Investors cited uncertainty over tariffs and fears that new artificial intelligence tools could threaten parts of the software sector. MongoDB will report quarterly results after markets close on March 2. The S&P 500 software and services index is down nearly 24% year-to-date.
24 February 2026
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Tenable stock price wobbles near 52-week lows as AI fears rattle cybersecurity names

Tenable stock price wobbles near 52-week lows as AI fears rattle cybersecurity names

Tenable shares closed down nearly 12% at $17.55 on Monday, hitting fresh 52-week lows after Anthropic launched an AI security tool targeting open-source code. The stock was little changed in premarket trading Tuesday, with heavy volume following the sector-wide selloff. Investors are watching for further moves at the open and a March 3 company presentation for signs of demand and competition.
24 February 2026
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RingCentral stock steadies before the bell after 12% slide as Piper Sandler lifts target

RingCentral stock steadies before the bell after 12% slide as Piper Sandler lifts target

RingCentral shares rose 0.6% to $34.79 in premarket trading Tuesday after a 12.5% drop Monday and a 34% jump Friday. Piper Sandler raised its price target to $37 but kept a neutral rating, citing pricing pressure and dilution risk. The board approved a quarterly dividend of $0.075 per share, payable March 16 to holders as of March 9. Investors are watching if the post-earnings rally holds.
24 February 2026
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IBM stock steadies before the bell after Anthropic’s COBOL AI claim sparks worst day since 2000

IBM stock steadies before the bell after Anthropic’s COBOL AI claim sparks worst day since 2000

IBM shares rose 0.7% in premarket trading Tuesday after plunging 13% Monday, their steepest drop since 2000. The selloff followed Anthropic’s claim that its Claude Code AI tools can speed up COBOL modernization, raising concerns over IBM’s mainframe services. IBM pushed back, saying platform modernization is more complex than code translation. Investors are watching IBM’s March 3 conference for further comments.
24 February 2026
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Stoke Therapeutics stock swings premarket after Wolfe starts coverage with $40 target (STOK)

Stoke Therapeutics stock swings premarket after Wolfe starts coverage with $40 target (STOK)

Stoke Therapeutics shares dropped 1.2% to $35.80 in early premarket trading Tuesday, after a 5.7% gain the previous session. Wolfe Research began coverage with an “Outperform” rating and a $40 price target. Investors are watching for updates on the company’s Phase 3 Dravet syndrome trial with Biogen. About 21.6% of Stoke’s float is sold short, according to MarketBeat.
24 February 2026
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IREN stock wobbles in premarket after Monday’s jump as MSCI rebalance nears

IREN stock wobbles in premarket after Monday’s jump as MSCI rebalance nears

IREN Limited shares fell 1.5% to $41.72 in premarket trading Tuesday, after jumping nearly 6% Monday ahead of its addition to the MSCI USA Index. Cantor Fitzgerald disclosed holdings of 3.47 million shares and put options on 5.03 million shares. Bitcoin dropped 5.3% to $62,693, pressuring crypto-linked stocks. IREN recently reported $2.8 billion in cash and secured $3.6 billion in GPU financing for a Microsoft contract.
24 February 2026
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Stock Market Today

  • SPY Gains 0.3% on APP Stock Surge Amid Insider Selling
    April 6, 2026, 6:53 PM EDT. SPY rose 0.3% today, driven largely by APP's 5.2% climb. Major contributors included AAPL, AMZN, and MU, posting gains between 0.7% and 4.1%. Despite APP's rally, insiders sold 493 times over six months with no purchases, including CEO Arash Adam Foroughi and CTO Vasily Shikin, offloading shares worth millions. Eleven analysts maintain buy ratings on APP, with a median price target of $700, reflecting bullish sentiment despite insider activity. Investors can monitor detailed data on Quiver Quantitative's SPY and APP dashboards.
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