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Technology 12 February 2026 - 14 February 2026

Broadcom stock price dips toward $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips

Broadcom stock price dips toward $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips

Broadcom shares fell 1.8% to $325.17 Friday after D.A. Davidson began coverage at Neutral, citing risks that major cloud customers may shift custom-chip work in-house. Analyst Gil Luria set a $335 target, calling Broadcom’s AI chip business “a shrinking iceberg.” U.S. markets close Monday for Presidents Day. Broadcom reports earnings March 4.
14 February 2026
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Palantir stock (PLTR) rebounds after Burry’s $46 warning; DISA approval in focus

Palantir stock (PLTR) rebounds after Burry’s $46 warning; DISA approval in focus

Palantir shares rose 1.2% to $130.71 in early New York trading Friday after a steep drop Thursday, as investors reacted to Michael Burry’s bearish note and new U.S. defense cloud approvals. Burry disclosed put options and suggested the stock could be worth as little as $46. Palantir reported strong government revenue growth in its latest quarter. Markets will close Monday for Presidents Day.
13 February 2026
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Equinix stock hovers near $960 premarket after 10% jump on AI-linked 2026 outlook

Equinix stock hovers near $960 premarket after 10% jump on AI-linked 2026 outlook

Equinix shares rose 0.2% to $959.99 premarket Friday after a 10.4% jump Thursday, following raised 2026 revenue guidance and a 10% dividend hike to $5.16 per share. Fourth-quarter revenue reached $2.42 billion with net income of $264 million, reversing a year-ago loss. Investors are watching inflation data and interest-rate moves for impact on real estate stocks.
13 February 2026
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Akamai stock holds near $105 after 10% pop as Fastly’s results jolt the edge trade

Akamai stock holds near $105 after 10% pop as Fastly’s results jolt the edge trade

Akamai shares held steady in premarket trading Friday after jumping 10.35% to $104.61 on Thursday, following Fastly’s upbeat forecast and AI-driven traffic commentary. Investors are awaiting Akamai’s fourth-quarter results and guidance, due Feb. 19, with Wall Street expecting earnings of $1.75 per share on $1.08 billion in revenue.
13 February 2026
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Fastly stock jumps again in premarket after upbeat 2026 outlook — what to watch for FSLY

Fastly stock jumps again in premarket after upbeat 2026 outlook — what to watch for FSLY

Fastly shares jumped 5.1% to $16.86 premarket Friday after a 72.3% surge Thursday, following fourth-quarter revenue growth of 23% to $172.6 million and adjusted profit of 12 cents per share. The company raised $180 million in convertible notes and reported a 55% rise in contracted revenue. Morgan Stanley disclosed a 5.4% stake. Analysts cited AI-driven traffic and customer concentration as key factors.
13 February 2026
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Apple stock today: AAPL steadies premarket after 5% drop as Siri AI delays and FTC letter hang over shares

Apple stock today: AAPL steadies premarket after 5% drop as Siri AI delays and FTC letter hang over shares

Apple shares rose 0.1% premarket Friday after a 5% drop Thursday that erased $200 billion in market value. Traders weighed reports of internal setbacks in Apple’s Siri overhaul and an FTC warning letter about Apple News. A U.S. jury cleared Apple in a 4G patent case brought by Optis Wireless. Investors awaited January CPI data due at 8:30 a.m. ET.
13 February 2026
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Twilio (TWLO) stock slips after-hours on 2026 outlook — what investors watch next

Twilio (TWLO) stock slips after-hours on 2026 outlook — what investors watch next

Twilio shares fell 2.2% to $107.95 in after-hours trading Thursday after the company posted a 14% revenue rise to $1.37 billion and forecast 2026 revenue growth of up to 12.5%. The results beat analyst estimates, but the stock is down 22.4% year-to-date. Twilio reported over 402,000 active customer accounts and $1.1 billion remaining on its buyback authorization. The company expects higher carrier fees to reduce gross margin in 2026.
13 February 2026
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Bloom Energy stock price drops 9% as Wall Street questions AI payback ahead of CPI

Bloom Energy stock price drops 9% as Wall Street questions AI payback ahead of CPI

Bloom Energy shares fell 9.2% to $141.21 by 2:05 p.m. ET Thursday, reversing early gains as tech stocks slid ahead of Friday’s U.S. CPI report. Trading topped 10 million shares, with the stock swinging between $160.20 and $136.60. Other fuel-cell makers also declined. Investors weighed Bloom’s $6 billion backlog and 2026 revenue forecast against uncertainty over AI spending and Fed rate expectations.
12 February 2026
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Booking Holdings (BKNG) stock price slides 3% as TripAdvisor slump revives AI-search worries

Booking Holdings (BKNG) stock price slides 3% as TripAdvisor slump revives AI-search worries

Booking Holdings shares fell 3.1% to $4,179.02 by late morning Thursday, ahead of its Feb. 18 earnings report. TripAdvisor plunged 16% after missing earnings estimates and warning of traffic declines from AI-driven search changes. Expedia and Airbnb each dropped about 2%. Investors are watching Friday’s U.S. CPI data and Booking’s results for signals on travel demand.
12 February 2026
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Cloudflare stock today: NET hovers near $189 after earnings pop, with AI agents and CPI in focus

Cloudflare stock today: NET hovers near $189 after earnings pop, with AI agents and CPI in focus

Cloudflare shares slipped 0.1% to $189.28 late Thursday morning after surging earlier in the week on strong earnings and a bullish AI-driven sales outlook. The company reported fourth-quarter revenue up 33.6% to $614.5 million and forecast 2026 revenue as high as $2.795 billion. Traders are watching Friday’s U.S. inflation data for signals on interest rates.
12 February 2026
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Oracle stock slips despite $88 million U.S. Air Force cloud win as investors brace for CPI

Oracle stock slips despite $88 million U.S. Air Force cloud win as investors brace for CPI

Oracle shares fell 0.5% to $156.36 Thursday after the company announced an $88 million U.S. Air Force cloud contract and a new CMS migration deal. CEO Clayton Magouyrk sold 10,000 shares, filings showed. Investors remain focused on Oracle’s cloud funding plans and Friday’s U.S. inflation data. A securities class action deadline approaches in April.
12 February 2026
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Vertiv stock extends rally on surging data-center orders; investors eye next catalysts

Vertiv stock extends rally on surging data-center orders; investors eye next catalysts

Vertiv Holdings shares climbed 2.4% to $254.45 Thursday morning, extending a 24.5% surge after the company reported a 252% jump in organic orders and raised its 2026 outlook. Fourth-quarter net sales rose 23% to $2.88 billion, with backlog reaching $15 billion. Eaton and Hubbell also gained in early trading. Vertiv cited strong demand from hyperscale and colocation data centers, but warned of tariff headwinds.
12 February 2026
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Palantir stock dips in New York trade even after DISA cloud clearance — what’s next for PLTR

Palantir stock dips in New York trade even after DISA cloud clearance — what’s next for PLTR

Palantir Technologies shares fell 1.3% to $133.85 Thursday morning, underperforming large tech peers as investors awaited key U.S. data. The company announced new U.S. defense cloud authorizations and extended its Airbus Skywise partnership. Daiwa Capital Markets upgraded the stock to “Buy” but cut its target to $180. Palantir reported Q4 revenue of $1.41 billion, up 70% year over year.
12 February 2026
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Cisco stock slides nearly 10% after earnings as memory costs hit margins

Cisco stock slides nearly 10% after earnings as memory costs hit margins

Cisco Systems shares dropped 9.7% to $77.27 after the company warned of further margin pressure from rising memory prices, despite raising its full-year revenue outlook. Adjusted gross margin for the quarter fell to 67.5%, below estimates, and Cisco forecast more declines next quarter. Revenue reached $15.3 billion, with non-GAAP earnings at $1.04 per share. Investors are watching cost controls and updates from Cisco Live.
12 February 2026
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Micron stock climbs on HBM4 shipping update as AI memory race heats up

Micron stock climbs on HBM4 shipping update as AI memory race heats up

Micron shares jumped 5% to $429.11 Thursday after the company said it is shipping HBM4 memory to customers. CFO Mark Murphy told investors demand far exceeds supply and expects tight conditions beyond 2026. Samsung and SK Hynix also announced HBM4 shipments. Analysts raised price targets, citing AI-driven demand and capacity constraints.
12 February 2026
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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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Stock Market Today

  • NEC (TSE:6701) Shows Potential Undervaluation Amid Recent Price Volatility
    March 28, 2026, 1:41 PM EDT. NEC Corporation's shares have seen mixed performance with a 3.2% decline over the past week but a 24.2% return over the last year. A Discounted Cash Flow (DCF) analysis estimates NEC's intrinsic value at ¥5,346 per share, versus the current price of ¥3,990, indicating a 25.4% undervaluation. The model uses a two-stage forecast of free cash flow to equity, projecting growth to ¥453.4 billion by 2030. NEC trades at a price-to-earnings (P/E) ratio of 21.59, a metric that reflects investor expectations on earnings relative to share price. Investors are reassessing NEC's role within software and IT services amidst broader tech valuation shifts. Despite recent volatility and a year-to-date decline, NEC's valuation metrics suggest potential value for investors considering tech sector rebalancing.
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