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Technology 24 February 2026 - 25 February 2026

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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Accenture stock price sinks to new 52-week low as OpenAI tie-up, deals fail to steady ACN shares

Accenture stock price sinks to new 52-week low as OpenAI tie-up, deals fail to steady ACN shares

Accenture shares fell 2.3% to $192.13 by midday Wednesday in New York, hitting a new 52-week low of $188.74 amid heavy trading volume. The drop extends a three-day slide totaling nearly 11%. OpenAI named Accenture as an anchor partner in its new “Frontier Alliance” for enterprise AI rollouts. Accenture’s next earnings call is set for March 19.
25 February 2026
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Netflix stock jumps nearly 5% as Warner bidding war heats up — the next catalyst traders are watching

Netflix stock jumps nearly 5% as Warner bidding war heats up — the next catalyst traders are watching

Netflix shares rose 5% to $81.92 Wednesday as investors reacted to a takeover battle for Warner Bros Discovery. Paramount raised its bid to $31 per share, topping Netflix’s $27.75 offer, and added a larger breakup fee. Warner will engage further with Paramount, while a shareholder vote on Netflix’s proposal is set for March 20. Antitrust scrutiny and investor concerns over deal financing remain.
25 February 2026
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Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears

Broadcom stock rises in early trade as Nvidia earnings loom and AVGO’s March 4 report nears

Broadcom shares rose 2.3% to $332.83 in Wednesday morning trading, rebounding from a prior drop. The move tracked gains in tech stocks ahead of Nvidia’s earnings report later in the day. Broadcom is set to report quarterly results on March 4, with margins and VMware renewals in focus. Options trading showed heightened volatility, pointing to expectations of sharp moves around earnings.
25 February 2026
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Cipher Mining (CIFR) stock rises premarket as it rebrands to Cipher Digital and leans into data centers

Cipher Mining (CIFR) stock rises premarket as it rebrands to Cipher Digital and leans into data centers

Cipher Mining shares rose 1.1% to $17.30 in premarket trading after the company rebranded as Cipher Digital and reported a $734.2 million GAAP net loss for the quarter. The firm said it now has 600 MW of contracted high-performance computing capacity and $3.73 billion in project bond financings. Cipher sold its stakes in three mining sites to Canaan Inc. in a $40 million all-stock deal. Fourth-quarter revenue was $60 million, with an adjusted net loss of $55 million.
25 February 2026
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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.
25 February 2026
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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.
25 February 2026
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Western Digital (WDC) stock price drops 3.5% despite debt payoff filing and S&P upgrade

Western Digital (WDC) stock price drops 3.5% despite debt payoff filing and S&P upgrade

Western Digital shares closed down 3.5% at $270.57 Tuesday, then rose 0.1% after hours. The company eliminated its Series A preferred stock and redeemed senior notes due 2029 and 2032, according to an SEC filing. S&P Global Ratings raised its credit rating to investment grade after the debt reduction. CEO Irving Tan and chief legal officer Cynthia Tregillis reported insider share transactions.
25 February 2026
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Broadcom stock dips after the bell as UBS flags VMware churn risk ahead of earnings

Broadcom stock dips after the bell as UBS flags VMware churn risk ahead of earnings

Broadcom shares fell 0.7% to $325.49 in after-hours trading Tuesday ahead of its March 4 earnings report. UBS reiterated a Buy rating and $475 target but flagged renewal risks in VMware contracts. Investors are focused on margins, AI-chip demand, and software growth tied to VMware. Broadcom also issued security patches for VMware Aria Operations this week.
24 February 2026
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Keysight stock price surges after upbeat forecast; AI data-center demand puts KEYS in focus

Keysight stock price surges after upbeat forecast; AI data-center demand puts KEYS in focus

Keysight Technologies shares surged 21% to $296 Tuesday after forecasting second-quarter profit above Wall Street estimates, driven by strong data center demand. Fiscal first-quarter revenue rose to $1.60 billion from $1.30 billion a year earlier, with orders up to $1.645 billion. BofA Securities upgraded the stock and raised its price target to $340. Keysight also announced a cybersecurity partnership with Cybeats.
24 February 2026
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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.
24 February 2026
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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%.
24 February 2026
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Stock Market Today

  • Bill Ackman Sees Justification in Elevated Stock Market Valuations Despite Investor Concerns
    March 28, 2026, 9:13 AM EDT. Billionaire investor Bill Ackman weighed in on the current stock market valuation amid fears of overextension. The S&P 500 trades at about 20.6 times forward earnings, above its historical mid-to-high teens average but below early 2026 levels. Ackman highlights that the top 10 S&P 500 companies, including Amazon and Meta, hold a combined 38.5% market cap and justify their high valuations with expected earnings growth above 20% over two years. These mega-caps benefit from durable structural advantages like global scale and leadership in artificial intelligence, supporting their premium price-to-earnings ratios. Ackman suggests the market's elevated multiples are sustainable despite broader investor caution and challenges to earnings durability.
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