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Artificial Intelligence 11 February 2026 - 12 February 2026

Adobe stock price slips again as AI and rate jitters hit software — what’s next for ADBE

Adobe stock price slips again as AI and rate jitters hit software — what’s next for ADBE

Adobe shares fell 1.4% to $253.66 in Thursday afternoon trading, tracking a 2.7% drop in the S&P 500 software and services index. Investors cited concerns over AI disruption and shifting U.S. rate expectations ahead of Friday’s inflation data. The stock is down nearly 45% from its February 2025 high. Adobe’s next earnings call is set for March 12.
12 February 2026
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ServiceNow stock steadies near $100 after 5.5% slide as AI “prove-it” mood hits software

ServiceNow stock steadies near $100 after 5.5% slide as AI “prove-it” mood hits software

ServiceNow shares were little changed Thursday, trading near $100.64 after dropping 5.54% Wednesday. Kearney announced a new “agentic AI” partnership with ServiceNow. A securities filing showed Danielle Fontaine will become chief accounting officer Feb. 17, with Kevin McBride moving to executive vice president. Investors are watching Friday’s U.S. consumer price index report for signals on inflation and rates.
12 February 2026
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Booking Holdings (BKNG) stock price slides 3% as TripAdvisor slump revives AI-search worries

Booking Holdings (BKNG) stock price slides 3% as TripAdvisor slump revives AI-search worries

Booking Holdings shares fell 3.1% to $4,179.02 by late morning Thursday, ahead of its Feb. 18 earnings report. TripAdvisor plunged 16% after missing earnings estimates and warning of traffic declines from AI-driven search changes. Expedia and Airbnb each dropped about 2%. Investors are watching Friday’s U.S. CPI data and Booking’s results for signals on travel demand.
12 February 2026
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Cloudflare stock today: NET hovers near $189 after earnings pop, with AI agents and CPI in focus

Cloudflare stock today: NET hovers near $189 after earnings pop, with AI agents and CPI in focus

Cloudflare shares slipped 0.1% to $189.28 late Thursday morning after surging earlier in the week on strong earnings and a bullish AI-driven sales outlook. The company reported fourth-quarter revenue up 33.6% to $614.5 million and forecast 2026 revenue as high as $2.795 billion. Traders are watching Friday’s U.S. inflation data for signals on interest rates.
12 February 2026
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Amazon stock slips after Italy tax probe; $200B AI bill still hangs over AMZN

Amazon stock slips after Italy tax probe; $200B AI bill still hangs over AMZN

Amazon shares fell 0.9% to $202.34 after Italian tax police searched its Milan office and homes of seven managers in a new tax probe, Reuters reported. The stock has dropped 16% in February, erasing about $400 billion in value. Amazon recently agreed to pay €510 million to settle a separate Italian tax dispute. The company was not immediately available for comment.
12 February 2026
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Micron stock climbs on HBM4 shipping update as AI memory race heats up

Micron stock climbs on HBM4 shipping update as AI memory race heats up

Micron shares jumped 5% to $429.11 Thursday after the company said it is shipping HBM4 memory to customers. CFO Mark Murphy told investors demand far exceeds supply and expects tight conditions beyond 2026. Samsung and SK Hynix also announced HBM4 shipments. Analysts raised price targets, citing AI-driven demand and capacity constraints.
12 February 2026
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Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta shares fell nearly 1% to $662.15 Thursday morning after the company broke ground on a $10 billion, 1-gigawatt data center in Lebanon, Indiana. Bill Ackman’s Pershing Square disclosed a $2 billion Meta stake acquired late last year. Meta expects capital expenditures to rise to $115–$135 billion in 2026, up from $72.22 billion in 2025, driven by AI infrastructure spending.
12 February 2026
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Nvidia stock price ticks up as AI cloud spending jumps and China chip politics shift

Nvidia stock price ticks up as AI cloud spending jumps and China chip politics shift

Nvidia shares rose 0.7% to $191.36 Thursday morning, reaching an intraday high of $193.55. Nebius Group reported increased capital spending on Nvidia-powered data centers, including a planned 240-megawatt site in France. Samsung began shipping HBM4 chips for AI accelerators. U.S. lawmakers signaled openness to some Nvidia chip sales to China but maintained restrictions on newer models.
12 February 2026
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Siemens stock jumps 6% after outlook raise as AI data-centre demand lifts mood

Siemens stock jumps 6% after outlook raise as AI data-centre demand lifts mood

Siemens shares surged over 6% Thursday after the company raised its full-year earnings outlook, citing strong demand for data-centre infrastructure and factory automation. Orders rose 10% to €21.4 billion in Q1, with industrial profit up 15% to €2.9 billion. The stock hit a record €271.6, briefly overtaking SAP as Germany’s most valuable listed firm. Investors await updates at the annual meeting in Munich.
12 February 2026
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Chinese AI stocks jump as Zhipu hikes prices after GLM-5 launch, MiniMax rolls out new model

Chinese AI stocks jump as Zhipu hikes prices after GLM-5 launch, MiniMax rolls out new model

Zhipu raised prices for its GLM coding subscription plan by at least 30%, effective immediately, after launching its open-source GLM-5 model. The company said the increase does not affect existing subscribers. Premier Li Qiang urged wider commercial AI adoption and better coordination of power and computing resources. Zhipu’s Hong Kong-listed shares jumped 30% after the GLM-5 launch.
12 February 2026
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St. James’s Place stock rebounds after AI scare rout — here’s what investors watch next

St. James’s Place stock rebounds after AI scare rout — here’s what investors watch next

St. James’s Place shares rose 2.6% to 1,287 pence in early London trading Thursday after plunging 13.4% the previous day. The selloff followed a U.S. startup’s launch of AI tax-planning tools, sparking fears over fee pressure for wealth managers. Peers Quilter and Rathbones also fell. Investors now await St. James’s Place’s full-year results on Feb. 25.
12 February 2026
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Heineken’s 6,000 job cuts: brewer tightens costs, leans on AI as beer demand softens

Heineken’s 6,000 job cuts: brewer tightens costs, leans on AI as beer demand softens

Heineken will cut 5,000 to 6,000 jobs worldwide over two years to achieve €400–500 million in annual gross savings under its EverGreen 2030 plan. The brewer forecasts 2026 operating profit growth of 2% to 6% after a 4.4% rise in 2025. Total volume fell 1.2% last year. The company is also searching for a new CEO after Dolf van den Brink announced he will step down in May.
12 February 2026
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IBM stock price slides 6.5% as AI disruption jitters hit software — what investors watch next

IBM stock price slides 6.5% as AI disruption jitters hit software — what investors watch next

IBM shares fell 6.5% to $272.81 Wednesday, the biggest drop on the Dow, before edging up 0.2% after hours. The decline followed a strong U.S. jobs report that dampened hopes for quick Fed rate cuts and hit software stocks amid fresh AI disruption concerns. IBM had just announced a new FlashSystem storage lineup using AI agents. Confluent, which IBM is acquiring for $11 billion, reported 21% revenue growth.
12 February 2026
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Salesforce stock slides after-hours as layoffs report and Cimulate AI deal sharpen focus

Salesforce stock slides after-hours as layoffs report and Cimulate AI deal sharpen focus

Salesforce shares dropped 4.4% to $185 in after-hours trading Wednesday, following reports of job cuts and skepticism over its AI tools’ impact on growth and costs. The company confirmed a deal to acquire Cimulate, an AI product discovery firm, aiming to boost its Agentforce Commerce platform. Wall Street ended flat as strong jobs data dampened hopes for Fed rate cuts. Salesforce declined to comment on the reported layoffs.
11 February 2026
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Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco shares fell 0.6% to $85.79 Wednesday afternoon ahead of quarterly results due after the close. The company on Tuesday launched its Silicon One G300 AI networking chip, targeting data center demand and competition from Broadcom and Nvidia. Investors are focused on Cisco’s guidance for AI-driven networking sales after the stock hit a 52-week high. Wall Street expects adjusted earnings of $1.02 per share on $15.1 billion revenue.
11 February 2026
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Marsh stock price (MRSH) dips as bond-sale filing lands and AI fears linger

Marsh stock price (MRSH) dips as bond-sale filing lands and AI fears linger

Marsh & McLennan shares fell 0.71% to $174.09 by 2:39 p.m. EST Wednesday, following sector declines triggered by AI-driven insurance tools. The company filed for a new senior notes offering, with details pending, and registered up to 9 million shares for its stock award plan. Trading volume reached about 3 million shares. Marsh trades on the NYSE under ticker MRSH.
11 February 2026
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DXC stock drops nearly 5% as tech sentiment turns; London AI hub and Amazon Quick rollout in focus

DXC stock drops nearly 5% as tech sentiment turns; London AI hub and Amazon Quick rollout in focus

DXC Technology shares fell 4.5% to $13.94 Wednesday, reversing early gains as IT services stocks retreated. The drop followed mixed sector moves and a UBS downgrade of U.S. IT stocks. DXC reported a 1% revenue decline and 17% drop in bookings last quarter. The company also opened a London AI center and announced a major Dutch rail contract this week.
11 February 2026
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Stock Market Today

  • Most Bought and Sold Shares in March: Key Stock Trends
    April 12, 2026, 4:28 AM EDT. This report highlights the most actively traded stocks in March, focusing on shares with the highest buying and selling volume. Understanding these patterns offers insight into investor sentiment and market dynamics. Key stocks surged in popularity, reflecting shifting strategies amid economic uncertainties. The data provides a snapshot of market momentum and liquidity essential for market participants tracking volume-driven price moves.

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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