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Technology 25 February 2026 - 26 February 2026

Nvidia stock (NVDA) set for premarket test after $78B sales outlook

Nvidia stock (NVDA) set for premarket test after $78B sales outlook

Nvidia forecast first-quarter revenue of $78 billion, beating Wall Street estimates. Shares closed at $195.56 on Wednesday and were flat after hours, but rose 1.4% in early Frankfurt trading Thursday. The company reported $68.1 billion in fourth-quarter revenue and said its outlook excludes China data-center sales. Investors remain focused on AI demand, chip supply, and spending by major tech firms.
26 February 2026
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WiseTech share price jumps again after AI job-cut plan; what ASX traders watch next

WiseTech share price jumps again after AI job-cut plan; what ASX traders watch next

WiseTech Global shares rose 2.6% to A$49.00 Thursday, extending Wednesday’s 11.1% jump after announcing a major AI-driven restructure and cutting 2,000 jobs. Half-year revenue climbed 76% to $672 million, while net profit after tax fell 36% to $68.1 million. The company reaffirmed FY26 guidance. Interim dividend record date is March 16.
26 February 2026
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Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings shares rose 2.3% to $4,162.79 Wednesday after Morgan Stanley upgraded the stock, citing confidence in its role despite new AI travel tools. Shares slipped 0.1% after hours. Booking will execute a 25-for-1 stock split, with a March 6 record date and split-adjusted trading set for April 6. The company recently reported a 16% rise in gross bookings to $43 billion for the quarter.
26 February 2026
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Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia shares rose nearly 4% in after-hours trading Wednesday after the company projected first-quarter revenue of about $78 billion, beating estimates. Fourth-quarter revenue reached $68.1 billion, with data center sales at $62.3 billion. Nvidia said its outlook excludes China data center compute revenue and it received U.S. licenses to ship only limited H200 chips there. The company will now include stock-based compensation in non-GAAP results.
25 February 2026
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Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom shares closed up 2.1% at $332.31 and rose another 0.4% after hours, following Nvidia’s strong forecast and sector gains. The move followed a report that AMD secured a major AI chip deal with Meta, seen as a negative for Broadcom. Analysts flagged upcoming software renewals and shifting supply deals as key risks. Broadcom’s VMware unit also issued a high-severity security advisory for Aria Operations.
25 February 2026
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Microsoft stock price rebounds as Japan raids Azure unit; MSFT investors eye Nvidia earnings

Microsoft stock price rebounds as Japan raids Azure unit; MSFT investors eye Nvidia earnings

Microsoft shares closed up 2.99% at $400.63 Wednesday, then slipped 0.17% after hours following news that Japan’s antitrust regulator raided Microsoft Japan over Azure cloud practices. The Fair Trade Commission is investigating whether Microsoft restricted customers from using rival cloud services. Microsoft said it is cooperating with authorities. Traders are awaiting Nvidia’s earnings and a March 4 White House meeting on data-center power costs.
25 February 2026
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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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Stock Market Today

  • AstraZeneca Share Price Pullback: Attractive Buy or Overvalued?
    April 25, 2026, 1:29 PM EDT. AstraZeneca (LSE:AZN) shares dropped 7.7% in the past week, closing at £139.56. Despite this, it's gained 36.5% over the past year. A discounted cash flow (DCF) analysis values AstraZeneca at around US$237.83 per share, implying the stock trades at a 41.3% discount to intrinsic value, suggesting it is undervalued. The company's free cash flow is projected to rise from US$9.49 billion to US$20.18 billion by 2030. Market sentiment is influenced by its pharmaceutical pipeline and regulatory developments. AstraZeneca's price-to-earnings (P/E) ratio remains a key metric for evaluating growth expectations. Investors should weigh recent declines against long-term fundamentals and risks to determine potential value in the stock.

Latest article

US Stock Market This Week: S&P 500, Nasdaq Hit Records as Intel Sparks AI Rally

US Stock Market This Week: S&P 500, Nasdaq Hit Records as Intel Sparks AI Rally

25 April 2026
The S&P 500 and Nasdaq closed at record highs Friday, lifted by a surge in chip stocks after Intel’s strong forecast. The Dow slipped 0.16%. Intel’s revenue and outlook beat estimates, sending its shares and peers like AMD and Nvidia sharply higher. IBM and ServiceNow weighed on software stocks, highlighting uneven performance across sectors.
Sirius XM Holdings Inc. Deal Talks With iHeartMedia Could Reshape U.S. Audio Market

Sirius XM Holdings Inc. Deal Talks With iHeartMedia Could Reshape U.S. Audio Market

25 April 2026
SiriusXM is in early merger talks with iHeartMedia, Bloomberg reported Friday, potentially combining the largest U.S. satellite-radio and broadcast-radio companies. SiriusXM shares fell nearly 5% while iHeartMedia surged 35% on deal speculation. Both firms declined to comment. SiriusXM reports first-quarter results April 30, with investors watching subscriber and ad trends.
Shake Shack Stock Gets a Fresh Wall Street Boost Before Earnings. Here’s What Changed

Shake Shack Stock Gets a Fresh Wall Street Boost Before Earnings. Here’s What Changed

25 April 2026
Guggenheim initiated Shake Shack at Buy with a $120 price target, citing margin upside and expansion potential. Shares rose 5.6% to $103.02. The call comes ahead of Shake Shack’s May 7 earnings report, with recent data showing first-quarter visits up nearly 20% year-over-year. JPMorgan raised its target to $100 but kept a Neutral rating, reflecting mixed analyst sentiment.
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