Today: 2 March 2026
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Artificial Intelligence 13 February 2026 - 15 February 2026

Arista Networks stock jumps on AI demand — but “horrendous” memory costs loom

Arista Networks stock jumps on AI demand — but “horrendous” memory costs loom

Arista Networks shares jumped 4.8% to $141.59 Friday after the company forecast higher quarterly revenue and steady margins despite rising memory costs. The company reported a 28.9% year-over-year revenue increase to $2.49 billion and guided for first-quarter revenue of about $2.6 billion. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday.
15 February 2026
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Aramco’s Microsoft AI pact puts Saudi Azure cloud launch back in focus for 2026

Aramco’s Microsoft AI pact puts Saudi Azure cloud launch back in focus for 2026

Saudi Aramco and Microsoft signed a non-binding memorandum to explore industrial AI projects and digital skills programs in Saudi Arabia. Microsoft said customers can run workloads from its Saudi Arabia East Azure region starting Q4 2026. The move follows Saudi efforts to tighten data control. Rights groups have criticized the expansion over data access concerns.
15 February 2026
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Shopify stock stirs buy-the-dip talk as $2B buyback meets AI disruption fears

Shopify stock stirs buy-the-dip talk as $2B buyback meets AI disruption fears

Shopify will launch a $2 billion share buyback on Feb. 17 after reporting Q4 revenue up 31% to $3.67 billion and GMV of $123.84 billion. Stifel cut its price target and kept Hold, while D.A. Davidson reiterated Buy. Shares last traded near $112.70, still below 2025 highs. Wall Street remains split on whether AI-driven “agentic commerce” will boost or bypass Shopify’s core business.
15 February 2026
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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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