Today: 1 March 2026
Subscribe
Browse Category

Artificial Intelligence 27 February 2026 - 1 March 2026

Meta stock heads into Monday on the back foot after report of Google AI chip rental deal

Meta stock heads into Monday on the back foot after report of Google AI chip rental deal

Meta shares closed at $648.18 Friday, down 1.34%, and slipped further after hours following a report of a multi-year, multi-billion-dollar deal to rent Google’s AI chips. Meta and Google declined to comment. Investors are watching for Meta CFO Susan Li’s appearance at a Morgan Stanley conference March 4 and fresh U.S. jobs data due March 6.
1 March 2026
··
Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia shares fell 4.2% to $177.19 Friday after a sharp post-earnings drop. Investors weighed reports of a new AI processor platform possibly debuting at GTC next month and OpenAI’s $110 billion fundraising, including $30 billion from Nvidia. Broader markets also slid after hotter-than-expected U.S. producer price data renewed rate cut uncertainty.
1 March 2026
···
Amazon stock in focus after $50 billion OpenAI partnership lands in SEC filing

Amazon stock in focus after $50 billion OpenAI partnership lands in SEC filing

Amazon disclosed a $50 billion investment and expanded partnership with OpenAI, making AWS the exclusive third-party cloud provider for OpenAI’s new enterprise platform. Amazon shares closed up 1% at $210.00 Friday, while the S&P 500 fell 0.4% and the Nasdaq dropped 0.9%. OpenAI is raising $110 billion at a reported $840 billion valuation. Traders await U.S. factory data and Friday’s jobs report.
1 March 2026
···
Block stock price surges after Jack Dorsey’s AI-driven layoffs — what to watch next

Block stock price surges after Jack Dorsey’s AI-driven layoffs — what to watch next

Block shares surged 16.8% to $63.70 Friday after the company announced over 4,000 job cuts and forecast higher profits. CEO Jack Dorsey said the workforce will drop from over 10,000 to under 6,000 as AI tools reshape operations. Block expects 2026 gross profit of $12.2 billion and a 26% margin. The company will report first-quarter results on May 7.
28 February 2026
···
Dell stock price jumps 22% on AI server forecast — what to watch when markets reopen

Dell stock price jumps 22% on AI server forecast — what to watch when markets reopen

Dell shares jumped 21.9% Friday after the company raised its fiscal 2027 outlook, citing a $43 billion AI server backlog and higher capital returns. Fourth-quarter revenue rose 39% to $33.38 billion, with AI-optimized server revenue up 342% to $9 billion. Dell forecast fiscal 2027 revenue of $138–$142 billion. The stock closed at $148.08, with 33.3 million shares traded.
28 February 2026
···
Amazon stock price at $210: OpenAI $50 billion deal puts AWS Trainium in focus

Amazon stock price at $210: OpenAI $50 billion deal puts AWS Trainium in focus

Amazon shares rose 1% to $210 Friday after OpenAI said Amazon will invest $50 billion in its new funding round, with AWS set as exclusive cloud provider for OpenAI Frontier. An Amazon filing detailed a $35 billion equity commitment and a separate $15 billion investment due by March 2026. OpenAI’s round values it at $840 billion. Investors await next week’s U.S. jobs report.
28 February 2026
···
Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

The Nasdaq Composite fell 0.9% Friday to 22,668.21, ending its worst month since March 2025. Tech and financial shares led declines as inflation data and AI disruption fears weighed on sentiment. Nvidia dropped 4.2%, while Zscaler slid 12.2% after earnings. Focus turns to the March 6 U.S. jobs report and Broadcom results.
28 February 2026
·······
Salesforce stock price slips after hours: $50B buyback, Agentforce AI and what Wall Street watches next

Salesforce stock price slips after hours: $50B buyback, Agentforce AI and what Wall Street watches next

Salesforce shares fell 2.35% to $194.79 Friday and edged lower after hours. The company forecast fiscal 2027 revenue slightly below analyst expectations and announced a $50 billion buyback. Stifel and DA Davidson cut price targets, citing concerns over AI adoption and slower growth in older products. Investors are watching next week’s U.S. jobs report for broader tech market signals.
28 February 2026
····
Alphabet GOOG stock price rises on Meta AI chip deal, then slips after hours amid new Google ads probe

Alphabet GOOG stock price rises on Meta AI chip deal, then slips after hours amid new Google ads probe

Alphabet shares rose 1.4% Friday after reports Meta signed a multi-year deal to rent Google’s AI chips, then slipped 0.5% in after-hours trading. Belgium’s competition authority opened a preliminary antitrust probe into Google’s online ad sales. Alphabet’s trading volume hit 33 million shares, above its 50-day average. The company forecast 2026 capital expenditures could reach up to $185 billion.
28 February 2026
··
Meta stock slips after hours as Google AI chip rental report and EU legal setback keep costs in focus

Meta stock slips after hours as Google AI chip rental report and EU legal setback keep costs in focus

Meta shares fell 2.8% to $648.18 in after-hours trading Friday after reports the company signed a multi-year deal to rent Google’s AI chips. The White House plans to meet with major AI firms next week to discuss electricity costs tied to data centers. An EU court adviser backed regulators seeking information in antitrust probes involving Meta. Louisiana utility regulators denied a request to investigate a $27 billion Meta data center deal.
27 February 2026
···
Amazon stock slips after-hours as $50 billion OpenAI deal puts AWS AI push back in focus

Amazon stock slips after-hours as $50 billion OpenAI deal puts AWS AI push back in focus

Amazon shares fell 2.3% to about $210 in after-hours trading Friday after the company announced a $50 billion investment in OpenAI as part of a $110 billion funding round. The deal expands Amazon’s cloud partnership with OpenAI, including exclusive hosting for OpenAI’s enterprise platform and a commitment to supply 2 gigawatts of Trainium chip capacity. Investors are watching for further details and Amazon’s next earnings on April 30.
27 February 2026
···
Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft shares fell 2.2% to $392.74 Friday, holding steady after hours. OpenAI announced a $110 billion funding round valuing it at $840 billion, with Amazon, Nvidia, and SoftBank investing. OpenAI named AWS as exclusive cloud provider for its Frontier platform, while Microsoft Azure remains exclusive for OpenAI APIs. Both firms said the new deals do not alter their existing partnership.
27 February 2026
·······
Goldman Sachs stock sinks 7% as AI credit jitters and hot PPI hit banks

Goldman Sachs stock sinks 7% as AI credit jitters and hot PPI hit banks

Goldman Sachs shares fell 7.3% to $861.23 Friday, dragging the Dow down 660 points. Financial stocks sold off as AI-driven credit concerns intensified after U.S. producer prices rose 0.5% in January. Goldman’s asset management arm reported a 3.5% redemption rate in private credit for Q4 and $568 million in new subscriptions on Feb. 1. Markets await ISM and jobs data for further direction.
27 February 2026
··
Vertiv (VRT) stock slides as hot inflation data rattles AI plays; new Hut 8 deal in focus

Vertiv (VRT) stock slides as hot inflation data rattles AI plays; new Hut 8 deal in focus

Vertiv shares fell 3.8% to $249.34 in afternoon New York trading Friday, underperforming a weak U.S. market after hotter-than-expected producer price data. The company this week announced its new OneCore modular build approach and disclosed AI data-center collaborations in the U.S. and India. Investors watched for insider-related filings and awaited next week’s U.S. jobs report for signals on rate policy.
27 February 2026
···
Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia shares fell 2.4% Friday, extending losses after a steep drop post-earnings, and pulling other AI-linked tech stocks lower. The Dow dropped 1.22%, S&P 500 lost 0.66%, and Nasdaq slid 0.99% in late morning trading. Hotter-than-expected U.S. producer prices fueled inflation concerns and pressured high-valuation tech names. Global equity fund inflows hit a five-week low as investors grew cautious.
27 February 2026
·····
Dow Jones today: Why the index is down more than 600 points on inflation and AI nerves

Dow Jones today: Why the index is down more than 600 points on inflation and AI nerves

The Dow Jones Industrial Average dropped over 600 points, or 1.22%, by midday Friday after January’s producer inflation rose 0.5%, exceeding forecasts. S&P 500 and Nasdaq also fell, heading for their worst month since March 2025. American Express and Goldman Sachs accounted for most of the Dow’s decline. Investors focused on upcoming jobs and inflation data before the Fed’s March meeting.
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.
27 February 2026
···
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.
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.
27 February 2026
···
1 2 3 … 157
Go toTop