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Technology 10 February 2026 - 12 February 2026

Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta shares fell nearly 1% to $662.15 Thursday morning after the company broke ground on a $10 billion, 1-gigawatt data center in Lebanon, Indiana. Bill Ackman’s Pershing Square disclosed a $2 billion Meta stake acquired late last year. Meta expects capital expenditures to rise to $115–$135 billion in 2026, up from $72.22 billion in 2025, driven by AI infrastructure spending.
12 February 2026
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Generac stock price steadies in premarket as analysts weigh data-center push and buyback

Generac stock price steadies in premarket as analysts weigh data-center push and buyback

Generac Holdings shares rose 0.5% to $216 premarket Thursday after a 17.9% surge the previous session. The company reported a fourth-quarter net loss of $24 million on $1.09 billion in sales, with residential sales down 23% and commercial and industrial sales up 10%. Guggenheim downgraded the stock to “neutral” with a $202 target. Generac issued 2026 guidance for mid-teens sales growth and an 18–19% adjusted EBITDA margin.
12 February 2026
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Palo Alto Networks stock ticks up premarket after CyberArk deal closes, with earnings next

Palo Alto Networks stock ticks up premarket after CyberArk deal closes, with earnings next

Palo Alto Networks shares rose 0.6% to $166.34 premarket after announcing it completed its $25 billion acquisition of CyberArk. The company will keep CyberArk’s products as a standalone platform and begin integration. Investors await Feb. 17 results for details on costs and guidance. CyberArk shareholders receive $45 in cash and 2.2005 Palo Alto shares per share.
12 February 2026
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Unity stock holds near $21 in pre-market after forecast shock — what Wall Street watches next

Unity stock holds near $21 in pre-market after forecast shock — what Wall Street watches next

Unity shares traded near $21.41 premarket Thursday after plunging 26.3% in the prior session. The company forecast first-quarter revenue of $480 million to $490 million, below the $492.1 million analyst estimate. Fourth-quarter revenue rose to $503 million, with a net loss of $89 million. Investors remain focused on demand for Unity’s Create tools and the outlook for its Grow ad segment.
12 February 2026
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Astera Labs stock plunges 21% after Amazon warrant deal clouds margin outlook

Astera Labs stock plunges 21% after Amazon warrant deal clouds margin outlook

Astera Labs shares fell 21.4% to $143.71 after disclosing Amazon-linked warrants tied to up to $6.5 billion in future purchases, which CFO Mike Tate said will hit gross margins by about two points per quarter. Tate will retire as CFO on March 2, with Desmond Lynch named successor. Fourth-quarter revenue rose 92% to $270.6 million, beating estimates. The company forecast March-quarter revenue above analyst expectations.
12 February 2026
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Micron stock price jumps nearly 10% after CFO says HBM4 shipments have started

Micron stock price jumps nearly 10% after CFO says HBM4 shipments have started

Micron shares jumped 9.9% to $410.34 in after-hours trading Wednesday after CFO Mark Murphy said customer shipments of HBM4 memory have begun. Morgan Stanley and Deutsche Bank raised their price targets, citing tight DRAM supply and AI demand. Murphy told the Wolfe conference HBM4 is ramping ahead of schedule and demand from cloud companies is strong.
12 February 2026
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Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco shares fell 0.6% to $85.79 Wednesday afternoon ahead of quarterly results due after the close. The company on Tuesday launched its Silicon One G300 AI networking chip, targeting data center demand and competition from Broadcom and Nvidia. Investors are focused on Cisco’s guidance for AI-driven networking sales after the stock hit a 52-week high. Wall Street expects adjusted earnings of $1.02 per share on $15.1 billion revenue.
11 February 2026
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Flex stock rises as AI data-center trade returns; eyes on May 13 Investor Day

Flex stock rises as AI data-center trade returns; eyes on May 13 Investor Day

Flex Ltd shares rose about 1% to $64.95 in early afternoon New York trading Wednesday, as chip and AI-linked stocks rallied. The stock traded between $63.58 and $66.24. Investors are watching for Flex’s next update on data-center power and cooling growth, with its Investor Day set for May 13 in Austin. Flex last reported quarterly net sales of $7.1 billion and repaid $597 million in notes due February 2026.
11 February 2026
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Microsoft stock sinks 2% in New York trade as AI capex doubts linger for MSFT

Microsoft stock sinks 2% in New York trade as AI capex doubts linger for MSFT

Microsoft shares fell 2.3% to $403.74 in late-morning New York trade Wednesday after UBS downgraded the U.S. tech sector, citing uncertainty around software demand and heavy AI data-center spending. The stock reversed an early gain and touched $402.91 at its low. Traders are watching Friday’s U.S. inflation data for rate signals.
11 February 2026
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Amazon stock price today: AMZN dips as investors weigh AWS AI content plan and pharmacy delivery expansion

Amazon stock price today: AMZN dips as investors weigh AWS AI content plan and pharmacy delivery expansion

Amazon shares fell 0.7% to $205.43 Wednesday morning, near session lows after an early high above $209. The drop follows heavy retail buying last week, but investors remain focused on Amazon’s $200 billion 2026 capex plan and uncertainty over AI-driven earnings. Amazon also announced a pharmacy delivery expansion to 4,500 U.S. cities this year. Broader markets rose, with the S&P 500 ETF up 0.5%.
11 February 2026
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Sage Group share price slides toward 1-year low as tech nerves grip Europe again

Sage Group share price slides toward 1-year low as tech nerves grip Europe again

Sage Group shares dropped 1.9% to 829.4 pence in early London trading Wednesday, hitting a one-year low amid a broader selloff in European tech stocks. The decline followed a 20% plunge in Dassault Systèmes after weak revenue guidance. Sage director Derek Harding bought 10,000 shares on Feb. 9. Investors await Sage’s interim results on May 21.
11 February 2026
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RELX share price slides near 52-week low ahead of results as AI worries hang over data stocks

RELX share price slides near 52-week low ahead of results as AI worries hang over data stocks

RELX shares dropped about 3% in early London trading Wednesday, nearing a 52-week low ahead of annual results due Thursday. The stock traded at 2,078 pence by 08:30 GMT, down from 2,146. Investors remain cautious after a sharp selloff in “AI-exposed” data firms, with RELX and Thomson Reuters both down roughly a third since late 2025.
11 February 2026
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ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday.
11 February 2026
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