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Artificial Intelligence 12 February 2026 - 15 February 2026

AppLovin stock price rebounds into holiday break as APP shares swing on AI fears, analyst calls

AppLovin stock price rebounds into holiday break as APP shares swing on AI fears, analyst calls

AppLovin shares rose 6.4% to $390.55 Friday, rebounding after Thursday’s sharp drop. The stock traded between $359 and $391.85, with volume falling to 9.1 million shares. Analysts adjusted price targets after AppLovin reported Q4 revenue of $1.658 billion and net income of $1.102 billion. U.S. markets will close Monday for Presidents Day.
15 February 2026
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Alphabet Class C (GOOG) stock price: Bond borrowing and AI spend set up Tuesday’s trade

Alphabet Class C (GOOG) stock price: Bond borrowing and AI spend set up Tuesday’s trade

Alphabet closed a $31.51 billion multi-currency bond sale on Feb. 13, with some tranches maturing as late as 2126 and few investor protections. GOOG shares ended Friday at $306.02, down 1.1%. U.S. markets reopen Tuesday after the holiday. Investors are watching Alphabet’s rising capital spending and upcoming Fed and economic data for signals on rates and tech valuations.
15 February 2026
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Apple stock stumbles into Presidents Day week as FTC warning and Siri AI delays hang over AAPL

Apple stock stumbles into Presidents Day week as FTC warning and Siri AI delays hang over AAPL

Apple shares fell 2.3% to $255.78 Friday, capping a two-day drop of over 7% after an FTC warning letter and renewed delays in AI-powered Siri features. The stock erased its year-to-date gains. U.S. markets close for Presidents Day and reopen Tuesday. Investors await Apple’s Feb. 24 shareholder meeting and key economic data next week.
15 February 2026
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C.H. Robinson stock steadies after AI scare — insiders step in as traders brace for Tuesday

C.H. Robinson stock steadies after AI scare — insiders step in as traders brace for Tuesday

C.H. Robinson shares closed up 4.9% at $176.01 Friday, rebounding after a 15% plunge sparked by AI disruption fears tied to Algorhythm Holdings’ SemiCab platform. Executives disclosed open-market share purchases following Thursday’s drop. The company’s annual 10-K warned of “accelerated adoption of automation and AI” in freight.
15 February 2026
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Snowflake stock (SNOW) jumps 5% into long weekend as AI nerves and earnings near

Snowflake stock (SNOW) jumps 5% into long weekend as AI nerves and earnings near

Snowflake shares jumped 5.4% to $182.29 Friday after a previous drop, with trading volume at 8.33 million shares. The move followed lower Treasury yields and U.S. inflation data that fueled bets on Fed rate cuts. Snowflake recently announced a $200 million OpenAI partnership and a deal with U.S. Figure Skating. The company reports earnings after market close on Feb. 25.
14 February 2026
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Broadcom stock price dips toward $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips

Broadcom stock price dips toward $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips

Broadcom shares fell 1.8% to $325.17 Friday after D.A. Davidson began coverage at Neutral, citing risks that major cloud customers may shift custom-chip work in-house. Analyst Gil Luria set a $335 target, calling Broadcom’s AI chip business “a shrinking iceberg.” U.S. markets close Monday for Presidents Day. Broadcom reports earnings March 4.
14 February 2026
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Apple stock price slips again as FTC Apple News warning and Siri AI delay report weigh on AAPL

Apple stock price slips again as FTC Apple News warning and Siri AI delay report weigh on AAPL

Apple shares fell 0.9% to $259.29 Friday morning after a 5% drop Thursday erased $200 billion in market value. The Federal Trade Commission warned Apple over alleged suppression of conservative outlets on Apple News, while a Bloomberg report said new Siri features may be delayed. Apple won a jury verdict in a 4G LTE patent dispute with Optis Wireless. The annual shareholder meeting is set for Feb. 24.
13 February 2026
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Microsoft stock price today: MSFT edges up after cool CPI, Aramco Azure AI pact

Microsoft stock price today: MSFT edges up after cool CPI, Aramco Azure AI pact

Microsoft shares rose 0.3% to $403.20 Friday morning after U.S. inflation data came in softer than expected. Saudi Aramco signed a non-binding MoU with Microsoft to explore industrial AI on Azure. Investors remain cautious about Big Tech’s AI spending, with Microsoft stock still down about 27% from its 52-week high. The company’s $0.91 dividend goes ex-dividend Feb. 19.
13 February 2026
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Equinix stock hovers near $960 premarket after 10% jump on AI-linked 2026 outlook

Equinix stock hovers near $960 premarket after 10% jump on AI-linked 2026 outlook

Equinix shares rose 0.2% to $959.99 premarket Friday after a 10.4% jump Thursday, following raised 2026 revenue guidance and a 10% dividend hike to $5.16 per share. Fourth-quarter revenue reached $2.42 billion with net income of $264 million, reversing a year-ago loss. Investors are watching inflation data and interest-rate moves for impact on real estate stocks.
13 February 2026
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British American Tobacco share price: BAT set for spotlight after AI job-cut warning and 2026 buyback plan

British American Tobacco share price: BAT set for spotlight after AI job-cut warning and 2026 buyback plan

BAT shares closed down 0.5% at 4,404p Thursday after the company warned an AI-led productivity drive could mean job cuts. Full-year revenue fell 1% to £25.61 billion, while adjusted profit from operations rose 2.3% to £11.28 billion. BAT raised its dividend 2% and announced a £1.3 billion buyback for 2026. The company said U.S. action on illicit vapes could cut unregulated market share by a third.
13 February 2026
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Krafton’s next bet after PUBG: humanoid robots, AI — and a 1 trillion won return plan

Krafton’s next bet after PUBG: humanoid robots, AI — and a 1 trillion won return plan

Krafton posted record 2025 revenue of 3.33 trillion won, up 22.8%, but net profit dropped 43.7% to 733.7 billion won. The PUBG maker announced its first cash dividend and a three-year, 1 trillion won shareholder return plan. Krafton is exploring “physical AI” for possible use in humanoid robotics, using in-game data as training material. The company is developing 15 new games and upgrading PUBG to Unreal Engine 5.
13 February 2026
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Stock Market Today

  • 3 Reasons to Avoid Manhattan Associates (MANH) and One Preferred Buy
    June 4, 2026, 7:29 PM EDT. Manhattan Associates (MANH) stock has declined 15.8% over six months, underperforming the S&P 500's 11% gain. The company shows weak demand, with billings-a cash revenue proxy-growing only 5.8% annually. Its gross margin, a profitability measure after direct costs, stands at a modest 56%, lower than typical software peers, indicating higher operational costs. Additionally, its operating margin has stagnated over two years, reflecting limited improvement in profitability after expenses. Investors may find better opportunities elsewhere in software stocks with stronger margins and growth prospects.

Latest articles

Guidewire Beats Earnings but Shares Drop on Revenue Number

Guidewire Beats Earnings but Shares Drop on Revenue Number

5 June 2026
Guidewire Software plunged 13.77% after hours to $130.36 as investors fixated on annual recurring revenue guidance that missed Wall Street’s target by a narrow margin, overshadowing strong earnings and revenue beats; the stock’s sharp drop highlights concerns over contract growth pacing despite raised full-year outlooks and robust financials.
Fidelity Just Made SpaceX IPO Access Easier. The Catch Is Getting Shares

Fidelity Just Made SpaceX IPO Access Easier. The Catch Is Getting Shares

5 June 2026
Fidelity slashes IPO access minimum to $2,000 for SpaceX’s $75 billion offering, with up to 30% reserved for retail investors—far above the usual 5-10%—but warns high demand, potential volatility, and limited investor voting power as Elon Musk retains 82.4% control; allocations confirmed June 12.
BlackBerry stock heads toward highs as QNX robot software draws traders

BlackBerry stock heads toward highs as QNX robot software draws traders

5 June 2026
BlackBerry shares jumped 1.4% to $10.34 in heavy trading, nearing a 52-week high, as investors focused on QNX embedded software momentum despite a weak tech sector; the next key test is BlackBerry’s June 25 earnings, which will reveal if revenue growth and backlog conversion support the stock’s rally.
Nokia drops after fast AI rally, traders stay focused

Nokia drops after fast AI rally, traders stay focused

5 June 2026
Nokia shares plunged 6.15% in Helsinki, snapping a three-day rally, as investors questioned how much of the company’s AI and Nvidia partnership story was already priced in, despite Nordea raising its price target to 15.70 euros and Nokia’s recent report of 49% sales growth to AI and cloud customers.
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