Today: 26 June 2026
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Artificial Intelligence 24 February 2026 - 25 February 2026

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
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.
Alphabet (GOOG) stock slips as Google data center power deal puts AI spending back in focus

Alphabet (GOOG) stock slips as Google data center power deal puts AI spending back in focus

Alphabet Class C shares fell 0.8% to $309.13 in morning trading Tuesday, trailing a stronger Nasdaq. Xcel Energy said it will supply power for a new Google data center in Minnesota, with Google funding 1,900 megawatts of new capacity. Wells Fargo upgraded Alphabet to Overweight and raised its price target to $387. Investors await Nvidia’s earnings for signals on AI spending.
AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD shares rose 7% to $210.30 after Meta agreed to buy up to $60 billion in AI chips over five years, with a warrant to purchase up to 160 million AMD shares at $0.01 each. The warrant vests in tranches tied to shipment and stock price milestones, running until February 2031. First shipments are scheduled for the second half of 2026. Traders await Nvidia’s earnings on Feb. 25.
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Stock Market Today

  • Trainline Stock Sees Mixed Analyst Revisions Amid Price Target Cuts
    June 25, 2026, 10:49 PM EDT. Trainline (LSE:TRN) has seen a split among analysts as price targets were cut twice by JPMorgan, first by 5 GBp and then by 10 GBp, while the modelled fair value per share remains steady at £3.51. This indicates a recalibration of risk rather than a change in core valuation assumptions. Key metrics like revenue growth (2.59%) and net profit margin (17.29%) have not changed significantly. The price-to-earnings (P/E) multiple edged up slightly to 16.72x, and the discount rate rose to 9.89%. The price target reductions reflect increased caution about execution and external risks, with debate among analysts about the strength of Trainline's growth outlook. Investors are advised to monitor updates as new data emerges.

Latest News

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

25 June 2026
Bloom Energy plunged 5.2% as it prepares to exit the Russell 2000 and join the Russell Top 200 after a 1,000% stock surge, forcing index funds to rebalance amid a $15 billion one-day equity swing; at $309.18, shares trade 24 times the midpoint of its 2026 revenue guide, still 12% above Barclays’ new target.
Figma drops ahead of Russell close with valuation gap stretching

Figma drops ahead of Russell close with valuation gap stretching

25 June 2026
Figma (NYSE:FIG) plunged 9.8% to $16.84—just above its 52-week low—on heavy volume ahead of its addition to the Russell 3000 after Friday’s close, with index funds tracking $12.2 trillion set to rebalance; Figma now trades at about 5x its 2026 revenue guide, 49% below its IPO price, despite 46% Q1 revenue growth and raised guidance, as analysts cite mixed ratings and persistent losses.
Bitcoin Holds $80,000 as ETF Outflows Put Rally Back on Trial

Bitcoin slips near $59,500 as ETF outflows hit options support

25 June 2026
U.S. spot bitcoin ETFs saw $469 million in net outflows on June 24, with IBIT and FBTC accounting for about 77% of the total, sending IBIT down 1.1% and MSTR plunging 9.3%; Citi says ETF flows explain 45% of weekly BTC return variation, highlighting outflows as a key signal for investor sentiment as bitcoin tests the high-$50,000s.
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