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Artificial Intelligence 26 February 2026 - 27 February 2026

Intel stock price: INTC set for a tense open after SambaNova AI deal, as chip nerves linger

Intel stock price: INTC set for a tense open after SambaNova AI deal, as chip nerves linger

Intel shares fell 3% to $45.46 Thursday, breaking a two-day gain, as chip stocks slid following Nvidia’s drop despite strong results. Intel and SambaNova announced a multi-year AI-inference partnership, with Intel Capital joining SambaNova’s $350 million funding round. Kevin O’Buckley, head of Intel Foundry Services, is leaving for Qualcomm. Investors await U.S. inflation data Friday amid ongoing volatility in tech stocks.
Accenture stock price jumps nearly 8% late Thursday on Mistral AI partnership

Accenture stock price jumps nearly 8% late Thursday on Mistral AI partnership

Accenture shares jumped 7.9% to $206.70 late Thursday after announcing a partnership with French AI startup Mistral AI. The deal gives Accenture staff access to Mistral’s AI products, but financial terms were not disclosed. The stock’s rise came as the Nasdaq fell and investors weighed whether AI will boost or cut consulting demand. Accenture reports fiscal Q2 results on March 19.
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.
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.
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.
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.
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.
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%.
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.
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.
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.
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.
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.
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