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Technology 9 February 2026 - 10 February 2026

Snowflake stock price jumps nearly 5% as Jefferies calls AI fears “too harsh”

Snowflake stock price jumps nearly 5% as Jefferies calls AI fears “too harsh”

Snowflake shares rose 4.6% to $175.95 in after-hours trading Monday, outpacing other software stocks as the sector rebounded from last week’s selloff. Jefferies reiterated a Buy rating and $300 price target, calling the recent slide excessive. Investors await U.S. inflation data on Feb. 13 and Snowflake’s earnings report on Feb. 25. Trading volume reached about 8.8 million shares.
10 February 2026
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Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom shares rose 3.3% to $343.83 in after-hours trading Monday, following a volatile session. The move tracked gains across chip stocks as investors rotated back into AI hardware names. Broadcom is set to report fiscal first-quarter results on March 4 after the market close. Traders are also watching upcoming U.S. jobs data for further market direction.
9 February 2026
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Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft shares climbed 3.1% to $413.68 Monday, valuing the company at about $3.59 trillion. The stock rebounded as software names rallied after last week’s selloff, despite concerns over rising capital spending and tight Azure capacity. Jefferies kept a Buy rating, but Stifel downgraded Microsoft, citing AI competition and supply constraints. OpenAI reportedly saw ChatGPT growth exceed 10% monthly, according to CNBC.
9 February 2026
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Micron stock drops after-hours as Samsung HBM4 report rattles Nvidia supply bets

Micron stock drops after-hours as Samsung HBM4 report rattles Nvidia supply bets

Micron shares fell 2.9% to $383.24 in after-hours trading Monday amid reports Samsung will begin mass production and shipment of HBM4 memory for Nvidia’s upcoming “Vera Rubin” AI chips. Industry sources say Samsung passed Nvidia’s quality checks, while SK hynix and Micron are expected to split the rest of early supply. No official confirmation on volumes.
9 February 2026
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Nebius Group (NBIS) stock price jumps 8% as earnings week sharpens focus on AI cloud buildout

Nebius Group (NBIS) stock price jumps 8% as earnings week sharpens focus on AI cloud buildout

Nebius Group N.V. shares jumped 8.3% to $93.26 in heavy trading Monday, ahead of its quarterly results due Feb. 12. The Amsterdam-based AI cloud firm’s stock swung sharply as investors weighed execution risks on major GPU infrastructure contracts with Meta and Microsoft. Wall Street expects another loss, with consensus at a 44-cent per-share deficit on $232.2 million in revenue.
9 February 2026
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BlackRock stock price jumps as Deutsche Bank plugs HausFX into Aladdin

BlackRock stock price jumps as Deutsche Bank plugs HausFX into Aladdin

BlackRock shares climbed 2.5% to $1,083.31 in late trading Monday after the company announced an Aladdin-HausFX integration with Deutsche Bank to automate FX workflows. The firm also reorganized seven municipal closed-end funds into three, adopting a discount management program. Investors are watching for CFO Martin Small’s appearance Tuesday and key U.S. economic data later this week.
9 February 2026
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Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Coherent Corp stock jumps 7% after BofA lifts target to $250 as AI data-center spending stays in focus

Coherent Corp shares jumped 7.2% to $244.13 Monday after Bank of America raised its price target to $250, maintaining a Neutral rating. The move followed volatile trading after earnings and comes as investors focus on AI-driven optical demand and upcoming U.S. inflation data. Other optical stocks also gained. Coherent forecast third-quarter revenue of $1.70–$1.84 billion and non-GAAP EPS of $1.28–$1.48.
9 February 2026
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Microchip stock drops on $600 million convertible-notes plan — what investors watch next

Microchip stock drops on $600 million convertible-notes plan — what investors watch next

Microchip Technology shares fell about 2% to $74.52 after the company announced a $600 million convertible notes offering. Proceeds will fund capped-call hedges and repay commercial paper borrowings. The notes mature in 2030 and will be sold privately to institutional buyers. Traders are watching for final pricing and hedging flows that could move the stock.
9 February 2026
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