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Stock Market 25 February 2026 - 26 February 2026

Bloom Energy stock slips after hours on CEO sale notice, even after a fresh high

Bloom Energy stock slips after hours on CEO sale notice, even after a fresh high

Bloom Energy shares fell 1.0% to $173.00 in late after-hours trading Wednesday after closing up 5.2% at a record $174.77. CEO K.R. Sridhar filed to potentially sell up to 200,000 shares, worth about $33.9 million. Citi began coverage at Neutral, calling the stock fairly valued amid strong demand for on-site power. The stock hit $180.90 intraday and has traded between $15.15 and $180.90 over the past year.
26 February 2026
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Eli Lilly stock price slips as Zepbound KwikPen FDA nod and Novo trial data keep LLY in focus

Eli Lilly stock price slips as Zepbound KwikPen FDA nod and Novo trial data keep LLY in focus

Eli Lilly shares fell 1.28% to $1,028.83 Wednesday after the FDA cleared a four-dose Zepbound KwikPen for obesity treatment. Novo Nordisk’s CagriSema showed less weight loss than Lilly’s tirzepatide in a head-to-head trial. Analysts called the gap significant for investors. Lilly said the new KwikPen will cost $299 per month at the 2.5 mg dose.
26 February 2026
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Applied Materials stock jumps to a new high as Nvidia earnings lift chip equipment names

Applied Materials stock jumps to a new high as Nvidia earnings lift chip equipment names

Applied Materials shares rose 4.5% to a record $394.95 Wednesday, with trading volume above the 50-day average. The move followed Nvidia’s strong revenue forecast and gains for semiconductor peers Lam Research and KLA. Insider filings showed director Judy Bruner and accounting chief Adam Sanders sold shares last week. Applied’s next earnings call is set for May 14.
26 February 2026
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Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings shares rose 2.3% to $4,162.79 Wednesday after Morgan Stanley upgraded the stock, citing confidence in its role despite new AI travel tools. Shares slipped 0.1% after hours. Booking will execute a 25-for-1 stock split, with a March 6 record date and split-adjusted trading set for April 6. The company recently reported a 16% rise in gross bookings to $43 billion for the quarter.
26 February 2026
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Salesforce stock slides after hours on FY27 outlook as AI payoffs get questioned

Salesforce stock slides after hours on FY27 outlook as AI payoffs get questioned

Salesforce shares fell 5.4% to $181.37 in after-hours trading after issuing an annual outlook with fiscal 2027 revenue guidance below Wall Street estimates. Fourth-quarter revenue rose 12% to $11.2 billion. The company announced acquisitions of Qualified, Cimulate, and Momentum to boost AI capabilities. Salesforce also authorized a new $50 billion share repurchase program.
26 February 2026
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Strategy Inc stock jumps nearly 9% on bitcoin rebound; STRC treasury buyers add a new angle

Strategy Inc stock jumps nearly 9% on bitcoin rebound; STRC treasury buyers add a new angle

Strategy Inc shares jumped 8.9% to $135.65 at Wednesday’s close, then slipped about 1% after hours as bitcoin surged 6.7% to $68,400. A Feb. 23 filing showed Strategy sold $39.7 million in stock and used the proceeds to buy 592 bitcoin. The company held 717,722 bitcoin as of Feb. 22. Coinbase Global shares also rose 13.5%.
26 February 2026
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Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia shares rose nearly 4% in after-hours trading Wednesday after the company projected first-quarter revenue of about $78 billion, beating estimates. Fourth-quarter revenue reached $68.1 billion, with data center sales at $62.3 billion. Nvidia said its outlook excludes China data center compute revenue and it received U.S. licenses to ship only limited H200 chips there. The company will now include stock-based compensation in non-GAAP results.
25 February 2026
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Oracle stock edges up after Oppenheimer upgrade; what ORCL investors watch next

Oracle stock edges up after Oppenheimer upgrade; what ORCL investors watch next

Oracle shares rose 1.2% to $147.89 Wednesday and edged higher after hours following an Oppenheimer upgrade to Outperform with a $185 target. The upgrade comes as Oracle plans to raise up to $50 billion in 2026 for cloud expansion, including a $25 billion bond completed Feb. 4. Investors remain focused on the company’s heavy spending and cash flow from large cloud customers.
25 February 2026
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Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom shares closed up 2.1% at $332.31 and rose another 0.4% after hours, following Nvidia’s strong forecast and sector gains. The move followed a report that AMD secured a major AI chip deal with Meta, seen as a negative for Broadcom. Analysts flagged upcoming software renewals and shifting supply deals as key risks. Broadcom’s VMware unit also issued a high-severity security advisory for Aria Operations.
25 February 2026
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Netflix stock jumps 6% on Warner bid twist — what investors watch next

Netflix stock jumps 6% on Warner bid twist — what investors watch next

Netflix shares jumped nearly 6% to $82.71 after Warner Bros. Discovery’s board said Paramount Skydance’s $31-per-share cash bid could lead to a superior offer, intensifying the bidding contest. Paramount’s proposal includes a ticking fee and would cover Warner’s $2.8 billion breakup fee to Netflix. Eleven state attorneys general urged the Justice Department to review the Netflix-Warner deal for antitrust concerns.
25 February 2026
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Microsoft stock price rebounds as Japan raids Azure unit; MSFT investors eye Nvidia earnings

Microsoft stock price rebounds as Japan raids Azure unit; MSFT investors eye Nvidia earnings

Microsoft shares closed up 2.99% at $400.63 Wednesday, then slipped 0.17% after hours following news that Japan’s antitrust regulator raided Microsoft Japan over Azure cloud practices. The Fair Trade Commission is investigating whether Microsoft restricted customers from using rival cloud services. Microsoft said it is cooperating with authorities. Traders are awaiting Nvidia’s earnings and a March 4 White House meeting on data-center power costs.
25 February 2026
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Amazon stock price today: AMZN ends higher as AI trade steadies, antitrust and exec exits linger

Amazon stock price today: AMZN ends higher as AI trade steadies, antitrust and exec exits linger

Amazon shares closed up 1% at $210.67 Wednesday, then slipped 0.2% after hours. Spain’s antitrust regulator said Apple and Amazon delayed removing disputed contract clauses, risking further penalties; both companies are appealing a €194 million fine. CEO Andy Jassy sold nearly 20,000 shares under a pre-arranged plan. David Luan, head of a key Amazon AI lab, will leave the company this week.
25 February 2026
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Sandisk stock price steadies near $640 after Citron short call as Nvidia, CEO remarks loom

Sandisk stock price steadies near $640 after Citron short call as Nvidia, CEO remarks loom

Sandisk shares closed up 0.3% at $640.51 on Wednesday after a 4.2% drop Tuesday following a Citron Research short call. CFO Luis Felipe Visoso sold 1,594 shares for tax withholding tied to vesting, according to a new Form 4. Investors are awaiting Sandisk’s remarks at the Bernstein forum and Nvidia’s earnings after the U.S. close. Western Digital recently moved to sell part of its Sandisk stake.
25 February 2026
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Seagate stock price jumps 6% as STX rebounds on pricing talk, HAMR update

Seagate stock price jumps 6% as STX rebounds on pricing talk, HAMR update

Seagate shares jumped 6.1% to $420.28 Wednesday after CFO Gianluca Romano said demand is outpacing supply and pricing remains firm. Romano highlighted increased use of HAMR technology and ongoing contract price hikes at Bernstein’s tech forum. EVP Chong Kian Fatt sold 5,846 shares last week at about $416.48 each. Investors await Nvidia results and Seagate’s March 3 conference appearance.
25 February 2026
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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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Stock Market Today

  • Public Storage (PSA) Share Rally Fuels Valuation Debate Amid Growth Prospects
    April 25, 2026, 4:35 PM EDT. Public Storage (NYSE: PSA) has seen a sharp share price rally, gaining about 15% over the past month and nearly 9% in three months. The stock currently trades near $308, just 1% below the average analyst price target of $313, indicating market expectations are high. The projected fair value sits around $313, factoring in revenue growth, margin expansion through automation, and improved operational efficiencies. However, risks like potential oversupply and rising costs pose threats to pricing power and margins. Investor sentiment remains split between optimistic growth forecasts and caution over challenges. The recent momentum follows a 10.5% total shareholder return in the past year, suggesting sustained investor interest. Analysts urge a balanced view, combining upside potential with downside risks before committing.

Latest article

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

25 April 2026
Intuit shares rose 3.3% to $395.95 on Friday, recovering part of Thursday’s AI-driven losses. The company’s fiscal third-quarter results, covering the peak U.S. tax season, are due after April 30. Investors are watching TurboTax and QuickBooks growth as AI competition pressures software valuations. Intuit forecasts about 10% revenue growth and non-GAAP EPS of $12.45 to $12.51 for the quarter.
Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test

Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test

25 April 2026
Intuitive Surgical shares climbed to $482.22 on April 24 after the company raised its 2026 growth outlook and reported a 23% jump in first-quarter revenue to $2.77 billion. The firm placed 431 da Vinci systems in the quarter and now expects 2026 procedure growth of 13.5% to 15.5%. U.S. bariatric procedures fell 10%, while China and Japan saw slower growth. Competition from Johnson & Johnson and Medtronic is increasing.
Ciena Stock Gets a BlackRock Filing as the AI Networking Trade Heats Up

Ciena Stock Gets a BlackRock Filing as the AI Networking Trade Heats Up

25 April 2026
BlackRock disclosed ownership of 11.27 million Ciena shares, or 8% of the company, in an amended SEC filing Friday. Ciena stock traded at $520.80 after hitting $527.63 intraday, giving the company a $75.9 billion market value. The filing stated BlackRock’s stake was not intended to influence control.
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