Today: 12 April 2026
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Artificial Intelligence 25 February 2026 - 26 February 2026

Vertiv (VRT) stock price dips from record as AI valuation worries bite again

Vertiv (VRT) stock price dips from record as AI valuation worries bite again

Vertiv shares dropped 2.9% to $254.56 in afternoon trading Thursday, following a record high of $264.86 the previous day. The decline came as the Nasdaq fell 1.3% amid concerns over tech valuations. Vertiv launched a “digital twin” platform and announced a collaboration with Hut 8 on data center projects. The company’s stock remains up about 40% over the past month.
26 February 2026
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Applied Materials stock slides after fresh high as Nvidia cools the AI trade

Applied Materials stock slides after fresh high as Nvidia cools the AI trade

Applied Materials shares fell 5.45% to $373.43 by midday Thursday after hitting a record high the previous session. Director Judy Bruner sold nearly $1.5 million in stock on Feb. 23. The drop followed weakness in chip and AI-related stocks after Nvidia declined. Applied recently agreed to pay $252.5 million to settle a U.S. export-controls inquiry tied to China shipments.
26 February 2026
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Intuit stock jumps today as Anthropic AI tie-up puts earnings in focus

Intuit stock jumps today as Anthropic AI tie-up puts earnings in focus

Intuit shares jumped 4.2% to $397.21 by late morning Thursday, ahead of its fiscal Q2 earnings report after the bell. The stock extended Wednesday’s rally, trading between $387.96 and $406.46. Investors are watching for updates on AI partnerships with Anthropic and signs of tax-season demand at TurboTax. CEO Sasan Goodarzi is scheduled to speak at a Morgan Stanley conference March 2.
26 February 2026
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Salesforce stock price rebounds as CRM shares climb on buyback, AI metrics in focus

Salesforce stock price rebounds as CRM shares climb on buyback, AI metrics in focus

Salesforce shares rose 2.5% to $196.50 Thursday morning after the company raised its share repurchase authorization to $50 billion and increased its quarterly dividend to $0.44. Fourth-quarter revenue climbed 12% to $11.2 billion, while fiscal 2027 revenue guidance came in slightly below analyst expectations. Investors are watching adoption of Salesforce’s “agentic” AI, which has reached $800 million in annual recurring revenue.
26 February 2026
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AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD shares fell 2.6% to $205.31 Thursday morning after the company announced a $150 million investment in Nutanix and up to $100 million for joint AI platform work. The drop followed news of a five-year deal to sell up to $60 billion in AI chips to Meta, which includes a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each.
26 February 2026
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Sandisk stock price jumps in premarket as AI-memory headlines collide with Citron short call

Sandisk stock price jumps in premarket as AI-memory headlines collide with Citron short call

Sandisk shares rose about 5% in premarket trading Thursday after announcing a consortium with SK hynix to standardize High Bandwidth Flash for AI systems. The move follows a 5% drop Tuesday after Citron’s Andrew Left disclosed a short position, arguing the stock is overvalued. Sandisk closed Wednesday at $632.38, down 0.96%.
26 February 2026
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Intuit stock price jumps on Anthropic AI deal as earnings loom — what investors watch Thursday

Intuit stock price jumps on Anthropic AI deal as earnings loom — what investors watch Thursday

Intuit shares rose 6.3% to $381.23 on Wednesday after announcing a multi-year AI partnership with Anthropic. The stock remains down 46% year-to-date amid a broader software selloff. Wells Fargo cut its price target to $425 from $700. Investors await Intuit’s earnings report Thursday for signs of AI-driven demand.
26 February 2026
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WiseTech share price jumps again after AI job-cut plan; what ASX traders watch next

WiseTech share price jumps again after AI job-cut plan; what ASX traders watch next

WiseTech Global shares rose 2.6% to A$49.00 Thursday, extending Wednesday’s 11.1% jump after announcing a major AI-driven restructure and cutting 2,000 jobs. Half-year revenue climbed 76% to $672 million, while net profit after tax fell 36% to $68.1 million. The company reaffirmed FY26 guidance. Interim dividend record date is March 16.
26 February 2026
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JPMorgan stock price rebounds to $303 as AI jitters ease and traders eye next Fed cues

JPMorgan stock price rebounds to $303 as AI jitters ease and traders eye next Fed cues

JPMorgan shares rose 2.0% to close at $303.30 on Wednesday after executives projected mid-teens percentage growth in first-quarter fees and trading revenue at the bank’s investor day. The stock rebounded from earlier losses, trading between $297.01 and $303.66. Investors now await U.S. jobless claims Thursday and producer prices Friday for further market direction.
26 February 2026
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Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings shares rose 2.3% to $4,162.79 Wednesday after Morgan Stanley upgraded the stock, citing confidence in its role despite new AI travel tools. Shares slipped 0.1% after hours. Booking will execute a 25-for-1 stock split, with a March 6 record date and split-adjusted trading set for April 6. The company recently reported a 16% rise in gross bookings to $43 billion for the quarter.
26 February 2026
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Salesforce stock slides after hours on FY27 outlook as AI payoffs get questioned

Salesforce stock slides after hours on FY27 outlook as AI payoffs get questioned

Salesforce shares fell 5.4% to $181.37 in after-hours trading after issuing an annual outlook with fiscal 2027 revenue guidance below Wall Street estimates. Fourth-quarter revenue rose 12% to $11.2 billion. The company announced acquisitions of Qualified, Cimulate, and Momentum to boost AI capabilities. Salesforce also authorized a new $50 billion share repurchase program.
26 February 2026
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Visa stock rebounds after AI scare rattles payments, with Nvidia earnings the next test

Visa stock rebounds after AI scare rattles payments, with Nvidia earnings the next test

Visa shares rose 1.8% to $312.85 Wednesday afternoon, rebounding from a nearly 5% drop Monday after a viral Substack post raised fears about AI bypassing card networks. Payments stocks steadied as Wall Street pulled back from “doom” scenarios tied to artificial intelligence. Traders awaited Nvidia’s earnings after the bell for the next move in AI sentiment.
25 February 2026
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Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia shares rose 2.2% Wednesday, lifting AI chip stocks and pushing the Nasdaq to a two-week high ahead of Nvidia’s quarterly results. AMD gained over 6% Tuesday after announcing a deal to supply Meta with up to 6 gigawatts of Instinct GPUs, including a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each. The Philadelphia semiconductor index hit a record.
25 February 2026
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Axon stock price jumps 22% as strong results fuel AI-led growth hopes; next catalyst in April

Axon stock price jumps 22% as strong results fuel AI-led growth hopes; next catalyst in April

Axon shares jumped 22% to $540.04 after reporting a 46% surge in 2025 bookings to $7.4 billion and forecasting 2026 revenue growth of up to 30%. The company split its reporting to highlight AI-driven software and services apart from hardware. Non-GAAP profit rose, but net income remained thin due to higher spending. Axon’s stock trades at about 57 times forward earnings, above the industry median.
25 February 2026
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Meta stock rises after $60 billion AMD AI chip pact, with Nvidia earnings next

Meta stock rises after $60 billion AMD AI chip pact, with Nvidia earnings next

Meta Platforms shares rose about 1.4% Wednesday after Reuters reported a deal to buy up to $60 billion of AMD AI chips over five years. The agreement includes a warrant for Meta to acquire up to 10% of AMD if certain GPU shipment milestones are met. Investors are awaiting Nvidia’s quarterly results for further signals on AI hardware demand.
25 February 2026
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AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD rose about 0.8% to $215.50 in premarket trading Wednesday after announcing a multi-year deal with Meta to supply up to 6 gigawatts of Instinct GPUs. Meta received a performance-based warrant for up to 160 million AMD shares, vesting in tranches tied to chip shipments and stock-price targets. Reuters reported the agreement could reach $60 billion over five years.
25 February 2026
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Stock Market Today

  • Blackstone Digital Infrastructure Trust Files for IPO Registration with SEC for NYSE Listing
    April 12, 2026, 1:02 AM EDT. Blackstone Digital Infrastructure Trust has filed a registration statement with the U.S. Securities and Exchange Commission for a planned initial public offering (IPO) of its common stock. The company aims to list on the New York Stock Exchange under the ticker "BXDC" upon completion. The offering's size, price range, and terms remain undecided and depend on market conditions and regulatory approval. Focused on owning newly built data centers, Blackstone Digital Infrastructure Trust positions itself to capitalize on growing demand for digital infrastructure. Major financial institutions including Goldman Sachs, Morgan Stanley, and J.P. Morgan are underwriting the offering, which will proceed only after the registration becomes effective.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.04.2026

12 April 2026
Futu Holdings (FUTU) rose 10.2% in the past week but trades 13.4% below its January level. Shares closed at $154.50, while analysts estimate intrinsic value at $245.48. The company posted a 92.2% return over 12 months. Valuation models indicate earnings exceed risk costs, supporting long-term growth projections.
India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

11 April 2026
Snowflake shares fell 8.4% to $121.11 on Friday after an 11.7% drop Thursday, as investors sold off software stocks amid concerns over new AI tools from Anthropic and OpenAI. The stock now trades just above its 52-week low. The S&P 500 Software and Services Index is down 25.5% for the year. Snowflake reported fourth-quarter product revenue of $1.23 billion, up 30% from a year earlier.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 11:59 PM EDT DocuSign Stock Review: Is the 42% Yearly Drop a Buying Opportunity? April 11, 2026, 11:59 PM EDT. DocuSign (DOCU) shares have fallen 42.3% over the past year, raising questions about their value. Despite recent weakness, a Discounted Cash Flow (DCF) analysis suggests the stock is **68.1% undervalued**, with estimated intrinsic value around $134.42 versus a current price near $42.89. The DCF model projects growing free cash flows from $990 million in 2026 to $1.37 billion by 2029. Investors remain cautious amid evolving software spending trends
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