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Technology 24 February 2026 - 25 February 2026

Western Digital (WDC) stock price drops 3.5% despite debt payoff filing and S&P upgrade

Western Digital (WDC) stock price drops 3.5% despite debt payoff filing and S&P upgrade

Western Digital shares closed down 3.5% at $270.57 Tuesday, then rose 0.1% after hours. The company eliminated its Series A preferred stock and redeemed senior notes due 2029 and 2032, according to an SEC filing. S&P Global Ratings raised its credit rating to investment grade after the debt reduction. CEO Irving Tan and chief legal officer Cynthia Tregillis reported insider share transactions.
25 February 2026
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Broadcom stock dips after the bell as UBS flags VMware churn risk ahead of earnings

Broadcom stock dips after the bell as UBS flags VMware churn risk ahead of earnings

Broadcom shares fell 0.7% to $325.49 in after-hours trading Tuesday ahead of its March 4 earnings report. UBS reiterated a Buy rating and $475 target but flagged renewal risks in VMware contracts. Investors are focused on margins, AI-chip demand, and software growth tied to VMware. Broadcom also issued security patches for VMware Aria Operations this week.
24 February 2026
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Keysight stock price surges after upbeat forecast; AI data-center demand puts KEYS in focus

Keysight stock price surges after upbeat forecast; AI data-center demand puts KEYS in focus

Keysight Technologies shares surged 21% to $296 Tuesday after forecasting second-quarter profit above Wall Street estimates, driven by strong data center demand. Fiscal first-quarter revenue rose to $1.60 billion from $1.30 billion a year earlier, with orders up to $1.645 billion. BofA Securities upgraded the stock and raised its price target to $340. Keysight also announced a cybersecurity partnership with Cybeats.
24 February 2026
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Corning stock (GLW) jumps again as AI data-center cable demand keeps the rally moving

Corning stock (GLW) jumps again as AI data-center cable demand keeps the rally moving

Corning shares climbed nearly 4% Tuesday, hitting a new 52-week high of $152.91 before trading at $150.99 in afternoon action. The stock has surged on heavy volume following a $6 billion supply deal with Meta and rising earnings forecasts. Monday’s close marked a second straight session of gains, with volume more than double the 50-day average. Investors await upcoming conference appearances and the next dividend record date.
24 February 2026
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Lumentum stock hits fresh high as traders lean into AI optics demand

Lumentum stock hits fresh high as traders lean into AI optics demand

Lumentum shares hit $688.27 before easing to $674.73, up about 1.1% in late-morning New York trading Tuesday, with volume at 4.5 million shares. The move follows strong demand for optical circuit switches and co-packaged optics tied to AI data centers. Investors await management’s investor briefing at OFC on March 17. Peers traded mixed, while the broader semiconductor ETF slipped 0.7%.
24 February 2026
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Alphabet (GOOG) stock slips as Google data center power deal puts AI spending back in focus

Alphabet (GOOG) stock slips as Google data center power deal puts AI spending back in focus

Alphabet Class C shares fell 0.8% to $309.13 in morning trading Tuesday, trailing a stronger Nasdaq. Xcel Energy said it will supply power for a new Google data center in Minnesota, with Google funding 1,900 megawatts of new capacity. Wells Fargo upgraded Alphabet to Overweight and raised its price target to $387. Investors await Nvidia’s earnings for signals on AI spending.
24 February 2026
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AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD shares rose 7% to $210.30 after Meta agreed to buy up to $60 billion in AI chips over five years, with a warrant to purchase up to 160 million AMD shares at $0.01 each. The warrant vests in tranches tied to shipment and stock price milestones, running until February 2031. First shipments are scheduled for the second half of 2026. Traders await Nvidia’s earnings on Feb. 25.
24 February 2026
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Microsoft stock steadies near $385 as AI spending worries set the tone for MSFT

Microsoft stock steadies near $385 as AI spending worries set the tone for MSFT

Microsoft shares rose 0.2% to $385.28 in early Tuesday trading after a 3.2% drop the previous session. Bridgewater Associates estimated Big Tech could spend $650 billion on AI infrastructure this year, warning of downside risk. Investors are watching Nvidia’s earnings Wednesday for signals on AI demand. Microsoft CEO Satya Nadella is scheduled to speak at a Morgan Stanley conference on March 4.
24 February 2026
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Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron shares rose about 1.5% to $427.08 in early Tuesday trading, rebounding after a tariff-driven selloff. Investors focused on AI hardware demand and upcoming Nvidia results, while broader markets stayed flat. AMD announced a $60 billion AI chip deal with Meta, lifting chip sentiment. Tariff uncertainty and supply constraints continued to weigh on the sector.
24 February 2026
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SanDisk stock steadies after Citron short call; SNDK traders watch next catalysts

SanDisk stock steadies after Citron short call; SNDK traders watch next catalysts

Sandisk shares rose 1.3% to $675.19 Tuesday morning after Citron Research disclosed a short position and warned the NAND chip shortage could end quickly. The stock dipped briefly after Citron’s post before rebounding. Citron cited rising competition, especially from Samsung, as a risk. Investors are watching Sandisk’s conference appearances starting Feb. 25 for updates.
24 February 2026
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Varonis stock rebounds after 11% slide as fresh shareholder lawsuit filing hits tape

Varonis stock rebounds after 11% slide as fresh shareholder lawsuit filing hits tape

Varonis Systems shares rose about 2.4% to $21.59 Tuesday morning after plunging 11% the previous day. A law firm said a securities class action was filed for investors who bought between Feb. 4 and Oct. 28, 2025, with a lead-plaintiff deadline set for March 9. The company remains under scrutiny as it shifts to SaaS subscriptions and faces a projected $30–$50 million 2026 revenue hit from government clients not converting.
24 February 2026
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MongoDB stock drops again after 11% rout as tariffs, AI jitters loom ahead of March 2 earnings

MongoDB stock drops again after 11% rout as tariffs, AI jitters loom ahead of March 2 earnings

MongoDB shares fell 3.8% to $293.81 by 9:31 a.m. ET Tuesday, extending Monday’s 11.4% drop amid a broader selloff in software stocks. Investors cited uncertainty over tariffs and fears that new artificial intelligence tools could threaten parts of the software sector. MongoDB will report quarterly results after markets close on March 2. The S&P 500 software and services index is down nearly 24% year-to-date.
24 February 2026
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RingCentral stock steadies before the bell after 12% slide as Piper Sandler lifts target

RingCentral stock steadies before the bell after 12% slide as Piper Sandler lifts target

RingCentral shares rose 0.6% to $34.79 in premarket trading Tuesday after a 12.5% drop Monday and a 34% jump Friday. Piper Sandler raised its price target to $37 but kept a neutral rating, citing pricing pressure and dilution risk. The board approved a quarterly dividend of $0.075 per share, payable March 16 to holders as of March 9. Investors are watching if the post-earnings rally holds.
24 February 2026
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IBM stock steadies before the bell after Anthropic’s COBOL AI claim sparks worst day since 2000

IBM stock steadies before the bell after Anthropic’s COBOL AI claim sparks worst day since 2000

IBM shares rose 0.7% in premarket trading Tuesday after plunging 13% Monday, their steepest drop since 2000. The selloff followed Anthropic’s claim that its Claude Code AI tools can speed up COBOL modernization, raising concerns over IBM’s mainframe services. IBM pushed back, saying platform modernization is more complex than code translation. Investors are watching IBM’s March 3 conference for further comments.
24 February 2026
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Palantir stock price slides with software selloff; tariffs and Nvidia earnings set the next test

Palantir stock price slides with software selloff; tariffs and Nvidia earnings set the next test

Palantir shares fell 3.4% to $130.60 on Monday as investors sold off high-risk software stocks amid tariff uncertainty and renewed debate over AI disruption. U.S. stock indexes also declined, with software among the hardest hit. Traders are watching for Nvidia’s earnings report Wednesday, seen as the next major driver for AI-linked stocks. Futures edged higher early Tuesday, but markets remain volatile as tariff policy shifts.
24 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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