Today: 22 February 2026
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Artificial Intelligence 15 February 2026 - 21 February 2026

Microsoft stock (MSFT) ends Friday lower; Xbox shake-up and AI spending cues in focus for Monday

Microsoft stock (MSFT) ends Friday lower; Xbox shake-up and AI spending cues in focus for Monday

Microsoft shares closed down 0.3% at $397.23 Friday, trailing broader tech gains. The company named Asha Sharma to lead its gaming division as Xbox chief Phil Spencer retires and Sarah Bond departs. Investors are watching Nvidia earnings and inflation data that could affect tech stocks. The S&P 500 and Nasdaq both ended higher after the Supreme Court struck down Trump-era tariffs.
21 February 2026
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Corning stock hits fresh highs after UBS lifts target to $160 as AI-fiber trade rolls on

Corning stock hits fresh highs after UBS lifts target to $160 as AI-fiber trade rolls on

Corning shares jumped 7.3% to $139.51 Friday after UBS upgraded the stock on rising data-center fiber demand, briefly topping $140 for the first time. The move followed a multiyear Meta Platforms contract and comes as hyperscaler capex forecasts surge. Corning’s year-to-date gain neared 60%. Investors will watch for further contract news next week.
21 February 2026
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Nvidia stock price (NVDA) in focus after $30 billion OpenAI stake report, with earnings next week

Nvidia stock price (NVDA) in focus after $30 billion OpenAI stake report, with earnings next week

Nvidia is nearing a $30 billion investment in OpenAI, sources told Reuters, as OpenAI seeks over $100 billion in funding. Nvidia shares closed Friday up 1.02% at $189.82 ahead of its Feb. 25 earnings report. Wall Street expects a 71% jump in earnings per share on $65.9 billion revenue. Investors await CEO Jensen Huang’s outlook on AI demand.
21 February 2026
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Figma stock price today: FIG climbs as Wall Street sizes up March AI pricing shift

Figma stock price today: FIG climbs as Wall Street sizes up March AI pricing shift

Figma shares climbed 2.4% to $26.45 Friday afternoon, extending gains after the company raised its 2026 revenue forecast to as much as $1.37 billion. The company plans to enforce AI credit limits in March, steering heavy users toward paid add-ons. Stifel and RBC Capital trimmed price targets, citing margin concerns and uncertainty over paid AI adoption. Figma ended 2025 with $1.7 billion in cash and marketable securities.
20 February 2026
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NICE stock price rises again premarket as $600 million buyback and AI metrics grab attention

NICE stock price rises again premarket as $600 million buyback and AI metrics grab attention

NICE Ltd shares rose 1.8% to $113.59 in premarket trading after reporting fourth-quarter profit of $150.6 million, up from $99.5 million a year earlier. Cloud revenue grew 14% in Q4, with AI annual recurring revenue up 66% to $328 million. The company forecast 2026 revenue of $3.17–$3.19 billion and announced a new $600 million share repurchase program pending its 2025 audited report.
20 February 2026
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Oracle stock price today: ORCL stays in the green as AI worries creep back in

Oracle stock price today: ORCL stays in the green as AI worries creep back in

Oracle shares rose 0.4% to $156.84 Thursday afternoon as Wall Street indexes slipped. The company plans to raise up to $50 billion in 2026 for cloud infrastructure, including a $20 billion at-the-market equity program and new bonds. Bondholders sued Oracle in January over losses linked to its AI buildout. The next earnings update is expected in mid-March.
19 February 2026
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Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta will deploy millions of Nvidia Blackwell and Rubin GPUs, along with Grace CPUs and Spectrum-X networking, under an expanded multi-year partnership. Nvidia said Meta will use “confidential computing” for WhatsApp and build new AI data centers. Financial terms and delivery schedules were not disclosed. Nvidia shares rose 1.6%, Meta 0.6% after the announcement.
19 February 2026
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Raspberry Pi shares surge on OpenClaw AI agent buzz as CEO Eben Upton buying draws retail traders

Raspberry Pi shares surge on OpenClaw AI agent buzz as CEO Eben Upton buying draws retail traders

Raspberry Pi shares surged 42% on Tuesday after CEO Eben Upton bought stock and traders bet on AI tools like OpenClaw running on its low-cost boards. The stock closed up 36% at 415 pence, lifting the company’s market value to about £1 billion. Investors cited growing interest in “local AI” on cheap devices instead of cloud servers. Raspberry Pi shipped 7.6 million units in 2025, but warned of risks from rising memory costs.
19 February 2026
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Aristocrat Leisure stock dips after AGM update: AI push, white-label exit in focus

Aristocrat Leisure stock dips after AGM update: AI push, white-label exit in focus

Aristocrat Leisure shares fell 0.65% to A$50.33 Thursday, underperforming the S&P/ASX 200, which rose 0.88%. The company told its AGM it will exit its low-return white-label online unit this year and invest more in AI. CEO Trevor Croker said trading is in line with plans, with results expected to be second-half weighted. Aristocrat expects to recover A$45 million in legal costs after settling with Light & Wonder.
19 February 2026
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Raspberry Pi share price jumps again as CEO buy and AI chatter keep RPI.L in play

Raspberry Pi share price jumps again as CEO buy and AI chatter keep RPI.L in play

Raspberry Pi Holdings shares surged 25.2% to 519.5 pence in early London trading, after CEO Eben Upton disclosed buying 4,684 shares for about £13,224. The rally follows heavy social-media speculation on the company’s role in low-cost AI projects. Two traders said the driver was unclear. The company stated there was no new information beyond public disclosures.
18 February 2026
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Nvidia stock, AMD and Applied Materials: AI stocks to watch after the Wall Street holiday

Nvidia stock, AMD and Applied Materials: AI stocks to watch after the Wall Street holiday

U.S. stock markets are closed Monday for Presidents Day, halting AI share trading until Tuesday. On Friday, Nvidia fell 2.2%, Broadcom dropped 1.8%, while Applied Materials jumped 8% after a strong forecast. Hyperscaler capex has surged to $660 billion, with S&P 500 buybacks down 7% from a year ago. Nvidia’s results on Feb. 25 and U.S. GDP data Friday are the next major events.
16 February 2026
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Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco Systems shares closed Friday at $76.85, up 2.47%, after plunging 12.32% Thursday on margin concerns tied to higher memory costs. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Cisco’s latest update highlighted a push into AI networking chips, but gross margin fell to 67.5%, missing estimates. CEO Chuck Robbins cited price hikes and revised contracts to offset rising costs.
16 February 2026
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AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

AMD and Tata Consultancy Services announced plans to bring AMD’s “Helios” rack-scale AI architecture to India, aiming for up to 200 megawatts of data-center capacity. U.S. stock markets were closed Monday for Washington’s Birthday; AMD last closed up 0.7% at $207.32. The rollout will use Instinct MI455X GPUs and EPYC “Venice” CPUs.
16 February 2026
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Microsoft stock: AI spending fears keep MSFT in focus ahead of Tuesday restart

Microsoft stock: AI spending fears keep MSFT in focus ahead of Tuesday restart

Microsoft shares closed at $401.32, down 0.15% Friday and 17% for the year, erasing about $613 billion in market value. Investors remain wary after record AI spending, slower cloud growth, and rising competition from Google and Anthropic. U.S. markets are closed Monday for Presidents Day. Nvidia reports earnings Feb. 25, a key event for the AI supply chain.
16 February 2026
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S&P Global stock jumps into U.S. holiday weekend as AI fears linger; next week’s data loom

S&P Global stock jumps into U.S. holiday weekend as AI fears linger; next week’s data loom

S&P Global shares closed up 3.3% at $409.54 Friday, trading 4.7 million shares, more than double the 50-day average. The move follows a volatile month amid investor concerns over AI risks to data firms and a lower-than-expected 2026 profit forecast. The stock remains about 29% below its 52-week high. Key U.S. economic data and Fed minutes are due next week.
15 February 2026
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Arista Networks stock jumps on AI demand — but “horrendous” memory costs loom

Arista Networks stock jumps on AI demand — but “horrendous” memory costs loom

Arista Networks shares jumped 4.8% to $141.59 Friday after the company forecast higher quarterly revenue and steady margins despite rising memory costs. The company reported a 28.9% year-over-year revenue increase to $2.49 billion and guided for first-quarter revenue of about $2.6 billion. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday.
15 February 2026
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Aramco’s Microsoft AI pact puts Saudi Azure cloud launch back in focus for 2026

Aramco’s Microsoft AI pact puts Saudi Azure cloud launch back in focus for 2026

Saudi Aramco and Microsoft signed a non-binding memorandum to explore industrial AI projects and digital skills programs in Saudi Arabia. Microsoft said customers can run workloads from its Saudi Arabia East Azure region starting Q4 2026. The move follows Saudi efforts to tighten data control. Rights groups have criticized the expansion over data access concerns.
15 February 2026
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