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Artificial Intelligence 24 February 2026 - 25 February 2026

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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Tempus AI (TEM) stock drops 4% in premarket as 2026 outlook lands after Q4 results

Tempus AI (TEM) stock drops 4% in premarket as 2026 outlook lands after Q4 results

Tempus AI shares fell 4.1% to $55.59 in premarket trading after the company set 2026 revenue guidance at $1.59 billion and projected adjusted EBITDA of $65 million. Fourth-quarter revenue jumped 83% to $367.2 million, with MRD test volume up 56% to about 4,700. The company still posted a net loss and relied on stock-based compensation. The stock closed Tuesday at $57.95.
25 February 2026
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AMD stock steadies before the open after Meta AI chip deal, 160 mln-share warrant

AMD stock steadies before the open after Meta AI chip deal, 160 mln-share warrant

AMD shares rose 0.4% in premarket trading after announcing a five-year AI chip supply deal with Meta worth up to $60 billion. The agreement gives Meta a warrant to buy up to 10% of AMD stock at $0.01 per share, tied to shipment and stock-price milestones. The deal comes hours before Nvidia’s earnings report, which investors are watching for AI chip demand signals.
25 February 2026
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Tokyo stock market today: Nikkei hits new record as yen weakens and AI jitters ease

Tokyo stock market today: Nikkei hits new record as yen weakens and AI jitters ease

Japan’s Nikkei 225 rose 1.1% to a record 58,047.89 in early Wednesday trade, boosted by a weaker yen and steady AI sentiment. The yen fell to 155.74 per dollar after reports of political doubts over further Bank of Japan rate hikes. January’s services producer price index increased 2.6% year-on-year, matching December. Foreign investors bought a net 1.42 trillion yen of Japanese stocks in the week to Feb. 14.
25 February 2026
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Mastercard stock price drops below $500 as viral AI report hits payment names

Mastercard stock price drops below $500 as viral AI report hits payment names

Mastercard shares fell 5.7% to $498 in after-hours trading Tuesday, with about 6.3 million shares changing hands. Visa dropped 4.5% and American Express slid 7.2% in the same session. The declines followed a widely circulated report warning of AI-driven job losses and margin pressure. Mastercard also announced a remittance partnership with Triple-A and the sale of SessionM to Capillary Technologies for $20 million.
25 February 2026
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CrowdStrike stock steadies after Anthropic AI tool rattles cybersecurity names

CrowdStrike stock steadies after Anthropic AI tool rattles cybersecurity names

CrowdStrike shares closed down 0.02% at $350.25 Tuesday and slipped further in after-hours trading. The move followed a broader selloff in cybersecurity stocks sparked by concerns over new AI security tools from Anthropic. TD Cowen cut its price target on CrowdStrike to $480, citing market contraction. Investors await CrowdStrike’s March 3 earnings and outlook.
25 February 2026
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Palo Alto Networks stock dips as Daiwa cuts target, while Anthropic’s AI push keeps cyber names jumpy

Palo Alto Networks stock dips as Daiwa cuts target, while Anthropic’s AI push keeps cyber names jumpy

Palo Alto Networks shares fell 1.7% to $141.67 Tuesday, then edged up 0.5% after hours, after Daiwa cut its price target to $175 but kept an “outperform” rating. The move follows new AI product launches from Anthropic that have fueled investor concern over automation in cybersecurity. Palo Alto cited strong AI security adoption and announced a partnership with ServiceNow and Bell Canada.
25 February 2026
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Microsoft stock snaps back after Monday slump as AI jitters cool

Microsoft stock snaps back after Monday slump as AI jitters cool

Microsoft shares closed up 1.2% at $389.04 Tuesday, recovering part of Monday’s 3.2% drop as tech stocks steadied. The S&P 500 software and services index rose 1.4% amid new AI “plug-in” launches from Anthropic. Investors await Nvidia’s results Wednesday for signals on AI spending. New U.S. tariffs took effect at 10% Tuesday, below the 15% level previously indicated.
24 February 2026
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Accenture stock price slips again as ACN hovers near 52-week low on OpenAI Frontier push, fresh deals

Accenture stock price slips again as ACN hovers near 52-week low on OpenAI Frontier push, fresh deals

Accenture shares dropped 1.7% to $197.71 by 3:35 p.m. EST Tuesday, near a 52-week low, after a 6.6% slide in the prior session. The company announced a Brazil infrastructure consulting deal and an AI technology acquisition for telecoms. OpenAI launched its Frontier Alliance with Accenture and other firms to accelerate enterprise AI adoption. Terms of Accenture’s acquisitions were not disclosed.
24 February 2026
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Bank of America stock price today: BAC falls as tariff chaos and AI worries keep banks on edge

Bank of America stock price today: BAC falls as tariff chaos and AI worries keep banks on edge

Bank of America shares fell 1.3% to $50.40 Tuesday afternoon, following a 3.75% drop Monday, underperforming a broader market rebound. Uncertainty over new U.S. tariffs and AI disruption continued to pressure financial stocks. The stock dipped below its 200-day moving average, trading over 31 million shares. Investors are watching Fed remarks and Bank of America’s March 10 conference appearance.
24 February 2026
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Corning stock (GLW) jumps again as AI data-center cable demand keeps the rally moving

Corning stock (GLW) jumps again as AI data-center cable demand keeps the rally moving

Corning shares climbed nearly 4% Tuesday, hitting a new 52-week high of $152.91 before trading at $150.99 in afternoon action. The stock has surged on heavy volume following a $6 billion supply deal with Meta and rising earnings forecasts. Monday’s close marked a second straight session of gains, with volume more than double the 50-day average. Investors await upcoming conference appearances and the next dividend record date.
24 February 2026
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XRP price near $1.36 today: tariff confusion and an AI scare keep crypto traders cautious

XRP price near $1.36 today: tariff confusion and an AI scare keep crypto traders cautious

XRP stabilized near $1.36 Tuesday after dropping 2.9% and 2.6% in the previous two sessions, tracking broader market unease over new U.S. tariffs and a viral AI downturn scenario. The token briefly touched $1.31 before recovering. Bitcoin slipped 0.5% to $64,113, while ether was steady near $1,852. Traders focused on Trump’s State of the Union and Nvidia’s results for direction.
24 February 2026
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Lumentum stock hits fresh high as traders lean into AI optics demand

Lumentum stock hits fresh high as traders lean into AI optics demand

Lumentum shares hit $688.27 before easing to $674.73, up about 1.1% in late-morning New York trading Tuesday, with volume at 4.5 million shares. The move follows strong demand for optical circuit switches and co-packaged optics tied to AI data centers. Investors await management’s investor briefing at OFC on March 17. Peers traded mixed, while the broader semiconductor ETF slipped 0.7%.
24 February 2026
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Meta stock slips as AMD AI chip pact puts spending back in focus ahead of Nvidia earnings

Meta stock slips as AMD AI chip pact puts spending back in focus ahead of Nvidia earnings

Meta Platforms shares fell 2.8% to $637.25 after AMD agreed to supply up to $60 billion in AI chips over five years, with Meta gaining an option for up to 10% of AMD’s equity. AMD will begin shipments in late 2026. Nvidia’s earnings report on Feb. 25 is seen as the next key indicator for AI demand and tech sector spending.
24 February 2026
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