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Technology 14 February 2026 - 15 February 2026

Lam Research stock price rises as chip-tool rally builds — what to watch after the holiday

Lam Research stock price rises as chip-tool rally builds — what to watch after the holiday

Lam Research shares rose 1.83% to $235.53 Friday, lifted by Applied Materials’ strong outlook for chipmaking equipment. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Director Eric Brandt sold 35,000 shares on Feb. 6, according to an SEC filing. Lam’s board approved a $0.26 quarterly dividend, payable April 8.
15 February 2026
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Zoho’s Sridhar Vembu doubles down: Big Tech is ‘bigger than most sovereign nations’ after Alphabet’s $32B bond rush

Zoho’s Sridhar Vembu doubles down: Big Tech is ‘bigger than most sovereign nations’ after Alphabet’s $32B bond rush

Zoho co-founder Sridhar Vembu compared Big Tech’s influence to the British East India Company in a post on X, following Alphabet’s $31.5 billion multi-currency bond sale, including a rare 100-year tranche. Vembu’s remarks come as debate grows over “technology sovereignty” amid surging AI infrastructure spending by major tech firms.
15 February 2026
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Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Applied Materials surged 8% Friday after forecasting revenue and profit above Wall Street estimates, citing AI-driven demand. Nvidia fell 2.2% and Broadcom dropped 1.8%, while the iShares Semiconductor ETF rose 0.9%. U.S. CPI rose 0.2% in January. Markets close Monday for Presidents Day.
15 February 2026
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Oracle stock price climbs into holiday break as India cloud push and funding plan stay in focus

Oracle stock price climbs into holiday break as India cloud push and funding plan stay in focus

Oracle shares closed up 2.3% at $160.14 Friday, capping a 12% weekly gain after early-February losses. U.S. markets are closed Monday for Washington’s Birthday, with trading set to resume Tuesday. Oracle plans to expand its cloud footprint in India and add services inside Amazon Web Services. The company’s next quarterly results are due March 9.
15 February 2026
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Arista Networks stock jumps on AI demand — but “horrendous” memory costs loom

Arista Networks stock jumps on AI demand — but “horrendous” memory costs loom

Arista Networks shares jumped 4.8% to $141.59 Friday after the company forecast higher quarterly revenue and steady margins despite rising memory costs. The company reported a 28.9% year-over-year revenue increase to $2.49 billion and guided for first-quarter revenue of about $2.6 billion. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday.
15 February 2026
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Alphabet Class C (GOOG) stock price: Bond borrowing and AI spend set up Tuesday’s trade

Alphabet Class C (GOOG) stock price: Bond borrowing and AI spend set up Tuesday’s trade

Alphabet closed a $31.51 billion multi-currency bond sale on Feb. 13, with some tranches maturing as late as 2126 and few investor protections. GOOG shares ended Friday at $306.02, down 1.1%. U.S. markets reopen Tuesday after the holiday. Investors are watching Alphabet’s rising capital spending and upcoming Fed and economic data for signals on rates and tech valuations.
15 February 2026
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Palantir stock eyes Tuesday test after DISA authorization and Burry valuation warning

Palantir stock eyes Tuesday test after DISA authorization and Burry valuation warning

Palantir shares rose 1.8% to $131.41 Friday after the company said DISA cleared its PFCS Forward service for on-premises and edge use, expanding IL5/IL6 authorizations. About 49 million shares traded in a volatile session. Investors are weighing new defense cloud momentum against renewed valuation concerns. U.S. markets will be closed Monday for Presidents Day.
15 February 2026
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Apple stock stumbles into Presidents Day week as FTC warning and Siri AI delays hang over AAPL

Apple stock stumbles into Presidents Day week as FTC warning and Siri AI delays hang over AAPL

Apple shares fell 2.3% to $255.78 Friday, capping a two-day drop of over 7% after an FTC warning letter and renewed delays in AI-powered Siri features. The stock erased its year-to-date gains. U.S. markets close for Presidents Day and reopen Tuesday. Investors await Apple’s Feb. 24 shareholder meeting and key economic data next week.
15 February 2026
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SanDisk stock price steadies near $627 after a wild Friday — what to watch next week

SanDisk stock price steadies near $627 after a wild Friday — what to watch next week

Sandisk shares closed Friday down 0.5% at $626.56 after a volatile session, swinging between $587.10 and $661.15. U.S. markets close Monday for Presidents Day, with trading set to resume Tuesday. Storage stocks, including Western Digital and Seagate, also slipped into the weekend. Investors remain focused on Sandisk’s AI-driven outlook and recent earnings guidance.
15 February 2026
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KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact

KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact

KLA Corp shares rose 0.92% to $1,464.13 Friday after announcing a deal with Tamil Nadu to build a major R&D campus in Chennai. The company plans to invest up to $400 million over 10 years, with the site expected to create up to 4,000 skilled jobs. The project will focus on AI-driven semiconductor technologies and process control tools, according to company and state officials.
14 February 2026
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Snowflake stock (SNOW) jumps 5% into long weekend as AI nerves and earnings near

Snowflake stock (SNOW) jumps 5% into long weekend as AI nerves and earnings near

Snowflake shares jumped 5.4% to $182.29 Friday after a previous drop, with trading volume at 8.33 million shares. The move followed lower Treasury yields and U.S. inflation data that fueled bets on Fed rate cuts. Snowflake recently announced a $200 million OpenAI partnership and a deal with U.S. Figure Skating. The company reports earnings after market close on Feb. 25.
14 February 2026
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Qualcomm stock price: QCOM ends higher, but Samsung launch and memory crunch loom into next week

Qualcomm stock price: QCOM ends higher, but Samsung launch and memory crunch loom into next week

Qualcomm shares closed Friday up 1.6% at $140.70, outperforming the Nasdaq as Nvidia and Broadcom fell. Trading volume topped 13 million shares, above the 50-day average, but the stock remains 32% below its 52-week high. U.S. markets are closed Monday for Washington’s Birthday, with trading set to resume Tuesday. Samsung’s Feb. 25 Galaxy Unpacked event is the next major industry event for handset demand signals.
14 February 2026
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Iron Mountain stock near a 52-week high as data center stocks head into a holiday week

Iron Mountain stock near a 52-week high as data center stocks head into a holiday week

Iron Mountain shares rose 3.6% to $109.83 Friday, nearing a 52-week high, after the company projected 2026 revenue up to $7.775 billion and cited strong data center leasing. Softer January U.S. inflation and a drop in Treasury yields supported data center stocks. Equinix closed down 0.2% at $956.19. U.S. markets close Monday for Washington’s Birthday.
14 February 2026
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Intel stock price: INTC heads into holiday-shortened week after new “show me” analyst call

Intel stock price: INTC heads into holiday-shortened week after new “show me” analyst call

Intel shares closed up 0.6% at $46.79 Friday, recovering slightly after a 3.75% drop the previous day. DA Davidson began coverage with a Neutral rating and a $45 price target, citing execution risks. A quarterly SEC filing showed Intel’s U.S. equity holdings valued at about $724 million at year-end. The stock remains below its 52-week high of $54.60 reached in late January.
14 February 2026
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Stock Market Today

  • 3 Discounted AI Stocks Worth Buying Now: Micron, Nvidia, and Microsoft
    March 28, 2026, 12:38 PM EDT. Investors eyeing artificial intelligence (AI) stocks trading below their potential should consider Micron Technology, Nvidia, and Microsoft. Micron, the cheapest on the list, boasts a 300% gain over the past year, with soaring demand and supply shortages driving memory chip prices higher. Nvidia leads AI hardware growth, posting a 73% revenue increase in Q4 and projecting 77% growth in Q1, trading at just over 21 times forward earnings - close to the S&P 500 average. Microsoft also presents a compelling buy amid this backdrop. These stocks offer strategic entry points for long-term investors betting on a resurgence in AI market enthusiasm.
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