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Stock Market 26 February 2026

Apple shares rose after CEO Tim Cook said product price increases are “unavoidable” due to higher memory and storage-chip costs, raising questions about demand resilience for iPhones, Macs, and iPads. IBM shares fell 6.9% after Accenture’s softer sales forecast pressured consulting and IT services stocks. IBM’s AI report highlighted concerns about buyers’ control over AI outcomes. QuantumScape shares climbed 5.7% following a multi-year solid-state battery research agreement with Honda R&D, though execution risk remains as the company has no commercial product yet. Energy Fuels gained 10% after a conditional U.S. government loan commitment for its White Mesa Mill expansion and a planned rare earth facility. FreeCast shares surged 89.5% after announcing a Starlink Business reseller deal. Kroger maintained its 2026 outlook as first-quarter sales beat forecasts but margins were pressured by price investments and higher costs. HIVE’s BUZZ HPC unit secured a $220 million GPU cloud contract, boosting shares over 11%. AT&T shares traded lower as CFO Pascal Desroches announced plans to step down, with Jennifer Biry set to succeed him. Accenture cut its full-year revenue growth guidance to 3%-4% due to ongoing U.S. federal contract pressure, leading to a premarket stock drop. Meta shares fell 5.4% amid news of an executive departure. Nebius rose 4.23% ahead of joining the Nasdaq-100. Super Micro Computer dropped 4.9% as it seeks to raise $7 billion in equity. Keel Infrastructure traded higher after naming PwC USA as auditor. Nokia outperformed the OMXH25 index on news of a Lenovo patent deal and optical networking moves. Alphabet slipped 0.42% as a key AI leader left for OpenAI. Plug Power traded lower after shareholders approved issuing more shares. Intel rose on reports of a potential Apple chip partnership, though unconfirmed. Snap shares fell 8.1% as it prepares to ship its first consumer AR glasses. AMC traded at $2.66 after recent gains.
CoreWeave stock price slips as Nvidia lease-guarantee plan puts AI data-center debt in focus

CoreWeave stock price slips as Nvidia lease-guarantee plan puts AI data-center debt in focus

CoreWeave shares slipped 0.8% to $97.29 Thursday ahead of earnings due after the close. Investors are focused on data-center financing tied to Nvidia and Meta, with Bloomberg reporting an $8.5 billion loan backed by Meta contracts. Analysts expect a quarterly loss and revenue of $1.53 billion. The Nasdaq fell 1.3% and Nvidia dropped over 5% in afternoon trading.
26 February 2026
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MercadoLibre stock drifts after earnings hit; MELI traders focus on margins and credit costs

MercadoLibre stock drifts after earnings hit; MELI traders focus on margins and credit costs

MercadoLibre shares fell 0.7% to about $1,755 in Thursday afternoon trading after a sharp drop following a fourth-quarter profit miss. Net revenue rose 45% to $8.8 billion, but operating margin slipped to 10.1% as spending on shipping and credit expansion increased. Net income reached $559 million. Investors remain focused on margin stability and credit risk.
26 February 2026
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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.
26 February 2026
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Mortgage rates today drop below 6% — why housing stocks still can’t catch a break

Mortgage rates today drop below 6% — why housing stocks still can’t catch a break

Freddie Mac reported the average 30-year fixed mortgage rate fell to 5.98% this week, the first drop below 6% since 2022. Housing stocks slumped Wednesday, with Lennar down 4.9%, PulteGroup off 4.5%, and D.R. Horton losing 4%. The Nasdaq fell 1.5% Thursday as Nvidia shares declined. Mortgage News Daily’s daily index showed the 30-year rate steady at 6.00%.
26 February 2026
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Nvidia stock slides after blowout forecast as Wall Street keeps asking: where’s the cash?

Nvidia stock slides after blowout forecast as Wall Street keeps asking: where’s the cash?

Nvidia shares dropped 4% to $187.60 Thursday despite record quarterly revenue of $68.1 billion and a strong outlook. The decline dragged chip stocks and the Nasdaq lower as investors questioned valuations and cash returns. By late morning, the Nasdaq was down 1.5% and the S&P 500 fell 0.87%. Nvidia said it returned $41.1 billion to shareholders in fiscal 2026.
26 February 2026
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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.
26 February 2026
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Nu Holdings stock slides after Nubank earnings as costs and credit risk take center stage

Nu Holdings stock slides after Nubank earnings as costs and credit risk take center stage

Nu Holdings shares fell 8% to $15.31 in New York after posting record Q4 revenue and profit. The company reported net income of $895 million and revenue of $4.9 billion, but analysts flagged higher costs and a tax-rate increase. Credit losses and expense trends drew scrutiny despite 131 million customers and a 33% return on equity. Shares dropped further in post-market trading.
26 February 2026
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Oracle stock (ORCL) slips in midday trade as Oppenheimer turns bullish; March earnings loom

Oracle stock (ORCL) slips in midday trade as Oppenheimer turns bullish; March earnings loom

Oracle shares fell 0.6% to $147.05 midday Thursday after fluctuating between $145.15 and $152.38. Oppenheimer upgraded the stock to “Outperform” with a $185 target, citing a valuation reset and projected earnings growth. Oracle extended its Formula One partnership, highlighting AI and cloud technology. Investors await fiscal Q3 earnings, expected in mid-March, amid scrutiny of Oracle’s $45–$50 billion 2026 funding plan.
26 February 2026
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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.
26 February 2026
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Intel stock slides as chip rally cools — what’s driving INTC today

Intel stock slides as chip rally cools — what’s driving INTC today

Intel shares dropped 3.3% to $45.33 in late-morning New York trading Thursday, reversing earlier gains as chip stocks slid after Nvidia’s results failed to lift sentiment. The decline followed Intel’s announcement of a multi-year AI inference partnership with SambaNova. Traders are watching for new demand signals and Intel’s next earnings report on April 23.
26 February 2026
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Netflix stock price today: NFLX rises as White House trip and Paramount bid keep Warner deal on edge

Netflix stock price today: NFLX rises as White House trip and Paramount bid keep Warner deal on edge

Netflix shares rose 1.3% to $83.75 by 11:00 a.m. ET Thursday, following a 6% jump Wednesday as investors tracked its $82.7 billion bid for Warner’s studio and streaming assets. Paramount Skydance has countered with a $31-per-share offer and a $7 billion breakup fee. Political and regulatory scrutiny is intensifying ahead of Warner’s March 20 shareholder vote. Warner reported a 6% revenue drop but HBO Max added 3.5 million subscribers.
26 February 2026
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IonQ stock price jumps nearly 20% after upbeat 2026 outlook, Romania quantum-network win

IonQ stock price jumps nearly 20% after upbeat 2026 outlook, Romania quantum-network win

IonQ shares jumped 19% to $40.08 Thursday morning after the company raised its 2026 revenue forecast to $225 million–$245 million and reported fourth-quarter revenue of $61.9 million. The firm also announced deployment of a national quantum key distribution network in Romania. IonQ ended 2025 with $3.3 billion in cash and posted an adjusted quarterly loss of $0.20 per share.
26 February 2026
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Apple stock drops today: AAPL slides as investors weigh Houston production push and China risk vote

Apple stock drops today: AAPL slides as investors weigh Houston production push and China risk vote

Apple shares dropped about 1% to $271.41 in morning trading Thursday, reversing two days of gains. The move followed a shareholder vote rejecting a report on China supply-chain risks and news of expanded U.S. manufacturing. MoffettNathanson raised its price target to $270 but kept a neutral rating. Broader tech stocks also fell after Nvidia’s earnings failed to ease concerns over AI-driven growth.
26 February 2026
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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.
26 February 2026
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Stock Market Today

  • Iran Deal Spurs Market Rally Amid Hawkish Fed; AI and Biotech Stocks Gain
    June 18, 2026, 12:03 PM EDT. The market rallied this week driven by the Iran deal, despite the Federal Reserve maintaining a hawkish stance on interest rates. AI and biotech stocks showed robust gains, reflecting investor confidence in technology and healthcare sectors. SpaceX shares rose over the week but retreated from earlier highs, signaling mixed investor sentiment towards space industry stocks.

Latest articles

Apple Faces Key AI Event, Wall Street Focuses on Siri

Apple shares gain after Cook signals price increases to offset chip pressure

18 June 2026
Apple jumped 0.8% to $298.25 early Thursday after CEO Tim Cook said product price hikes are “unavoidable” due to surging memory and storage-chip costs from AI-driven demand, putting investor focus on Apple’s pricing power and margin risks as chip shortages squeeze the tech sector; Intel rose 7.8%, Micron 6.6%.
IBM’s $15 Billion Move Catches Wall Street’s Eye Ahead of the Open

IBM drops after Accenture outlook, AI control worries hit IT services stocks

18 June 2026
IBM plunged 6.9% to $244.20 after Accenture’s weak sales outlook and IBM’s own AI study raised fresh concerns that customers lack control over AI systems, fueling fears that worries over vendor lock-in and business disruption could slow enterprise AI spending and pressure IBM’s consulting revenues.
QuantumScape Stock Ends Volatile Week Down; Bulls Still Looking for Key Catalyst

QuantumScape stock rises after Honda solid-state battery research deal

18 June 2026
QuantumScape shares jumped 5.7% to $7.29 after Honda R&D agreed to a multi-year solid-state battery research program, giving investors a new automaker validation point, but the company still has no revenue, no disclosed commercial supply timetable, and warns significant production is not expected in the near term.
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