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Artificial Intelligence 20 February 2026 - 24 February 2026

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.
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.
Nvidia stock steadies in premarket as earnings loom and AI spend faces scrutiny

Nvidia stock steadies in premarket as earnings loom and AI spend faces scrutiny

Nvidia shares traded at $191.55, up 0.9%, ahead of quarterly results due Wednesday after the bell. Options markets signal a possible 6% swing in either direction, reflecting investor focus on AI demand, supply constraints, and China sales. Wall Street expects revenue to jump over 68% to $66.16 billion. The company will release results at 4:20 p.m. ET, with a conference call at 5 p.m.
Shopify stock price slides 7% as tariff fog, AI jitters squeeze software names

Shopify stock price slides 7% as tariff fog, AI jitters squeeze software names

Shopify shares fell 7.1% to $117.28 on Monday, their steepest drop in weeks, as investors sold off software stocks amid U.S. tariff uncertainty and AI disruption fears. The S&P 500 software group slid 4.3%. U.S. Customs set a 10% tariff rate starting Tuesday, with a possible increase to 15% under discussion. No new Shopify announcements were made Monday.
Accenture stock sinks after OpenAI “Frontier Alliance” news as tariff, AI fears rattle Wall Street

Accenture stock sinks after OpenAI “Frontier Alliance” news as tariff, AI fears rattle Wall Street

Accenture shares fell 6.6% to $201.18 in after-hours trading Monday after a volatile session, tracking broad declines in U.S. stocks amid tariff uncertainty and renewed concerns over AI-driven job disruption. OpenAI named Accenture an anchor partner in its new enterprise “Frontier Alliance” initiative. The Dow closed down 1.66%, S&P 500 lost 1.04%, and Nasdaq slipped 1.13%. Accenture’s next earnings call is set for March 19.
IBM stock price dives after Anthropic’s COBOL AI tool rattles Wall Street — what to watch next

IBM stock price dives after Anthropic’s COBOL AI tool rattles Wall Street — what to watch next

IBM shares fell 13% to $223.35 in after-hours trading Monday after Anthropic launched an AI tool to speed up COBOL code modernization. Accenture and Cognizant shares also dropped about 6%. Investors are watching for IBM’s response and upcoming tech earnings. Broader markets declined as AI-driven automation fears hit consulting and legacy software stocks.
Blackstone stock price slides 6% after-hours as AI scare hits private credit — what traders watch next

Blackstone stock price slides 6% after-hours as AI scare hits private credit — what traders watch next

Blackstone Inc shares fell 6.2% to $113.71 in after-hours trading Monday, with volume over 18 million. The drop followed a broad selloff in financial stocks and rising concerns over AI-driven disruption and defaults in private credit. Apollo, KKR, and Blue Owl also posted sharp declines. Blackstone also agreed to buy a 24% stake in Banamex from Citigroup for about $2.5 billion.
Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks shares fell 2.5% to $144.96 Monday as software stocks slid after President Trump announced a new 15% global tariff. CrowdStrike, Zscaler, and Fortinet also dropped sharply. Palo Alto’s decline followed last week’s profit forecast cut and news of $2.3 billion in CyberArk-related costs. The S&P 500 software and services index was down nearly 3%.
Corning stock price jumps again as AI data-center demand keeps GLW in focus

Corning stock price jumps again as AI data-center demand keeps GLW in focus

Corning shares climbed 4.9% to $146.34 Monday, after UBS and Morgan Stanley raised their price targets to $160 and $127, respectively. The stock has surged about two-thirds this year, fueled by a $6 billion Meta supply deal and strong demand for fiber-optic products tied to AI data centers. Corning’s ex-dividend date is Feb. 26. Investor conferences are set for Feb. 27 and March 3.
CrowdStrike stock sinks nearly 9% as AI disruption fears bite and Stifel trims target

CrowdStrike stock sinks nearly 9% as AI disruption fears bite and Stifel trims target

CrowdStrike shares dropped 8.8% to $354.25 in Monday morning trading, following renewed concerns that AI tools could pressure cybersecurity budgets and software pricing. Stifel cut its price target to $480 from $600. Broader tech stocks also fell after President Trump announced a new 15% global tariff. Investors await CrowdStrike’s earnings report on March 3 for further guidance.
GOOG stock price: Alphabet Class C rises after Wells Fargo upgrade puts AI capex back in spotlight

GOOG stock price: Alphabet Class C rises after Wells Fargo upgrade puts AI capex back in spotlight

Alphabet Class C shares rose 0.3% to $315.87 Monday after Wells Fargo upgraded the stock and raised its target to $387, citing AI computing gains. The move came as tariffs imposed by President Trump weighed on broader market sentiment. Alphabet’s shares remain below their Feb. 3 high of $350.15. Investors await Nvidia’s earnings Wednesday for signals on AI demand.
CrowdStrike stock steadies premarket after Anthropic’s Claude Code Security rattles cyber shares

CrowdStrike stock steadies premarket after Anthropic’s Claude Code Security rattles cyber shares

CrowdStrike shares rose 0.6% to $391 in premarket trading Monday after falling nearly 8% Friday, following Anthropic’s launch of an AI security tool that triggered a broader selloff in cybersecurity stocks. Investors are watching for CrowdStrike’s March 3 earnings and guidance, as concerns grow over AI-driven competition and market disruption.
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.
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.
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.
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.
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Stock Market Today

  • Stocks Extend Winning Streak Amid US-Iran Ceasefire, Financial Sector Faces Pressure
    April 12, 2026, 2:53 AM EDT. Stocks posted a second consecutive winning week despite concerns over a fragile US-Iran ceasefire. The financial sector underperformed Friday, led by insurance stocks Ares, Arthur J. Gallagher, Aon, and Willis Towers Watson. A.M. Best's report highlighted rising risks in insurance companies tied to private credit through annuity products. These annuities, which guarantee payments backed by reserves, have increasingly relied on lower-quality, less transparent private credit assets, including overseas affiliates. Private equity and asset management firms have aggressively entered the annuity market, using higher-yield private credit portfolios to offer attractive rates. However, doubts around private credit's investment quality and investor stability are prompting warnings about potential vulnerabilities within the broader financial system.

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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