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Technology 14 February 2026 - 16 February 2026

AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

AMD and Tata Consultancy Services announced plans to bring AMD’s “Helios” rack-scale AI architecture to India, aiming for up to 200 megawatts of data-center capacity. U.S. stock markets were closed Monday for Washington’s Birthday; AMD last closed up 0.7% at $207.32. The rollout will use Instinct MI455X GPUs and EPYC “Venice” CPUs.
16 February 2026
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ASX 200 ekes out a gain as tech snaps back; miners slide on iron ore

ASX 200 ekes out a gain as tech snaps back; miners slide on iron ore

The S&P/ASX 200 closed up 0.22% at 8,937.1, lifted by a tech rebound as WiseTech surged 12.8% and Xero rose 7.5%. Rio Tinto dropped 4.1% and Fortescue fell 4.7% as iron ore prices stayed below $100 a tonne. Investors await the Reserve Bank of Australia’s February meeting minutes and key labour data later this week.
16 February 2026
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CrowdStrike stock price jumps on HSBC upgrade as CRWD heads into holiday-shortened week

CrowdStrike stock price jumps on HSBC upgrade as CRWD heads into holiday-shortened week

CrowdStrike shares jumped 4.4% to $429.64 Friday after HSBC upgraded the stock to “buy” with a $446 target, citing its cloud-native cybersecurity model. About 3.5 million shares changed hands as investors weighed AI’s impact on software firms. U.S. markets close Monday for Presidents Day. CrowdStrike will report quarterly results after the bell on March 3.
15 February 2026
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Seagate stock price slips into Presidents Day break as $600 million note swap nears (STX)

Seagate stock price slips into Presidents Day break as $600 million note swap nears (STX)

Seagate shares fell 1.2% to $425.99 Friday, trailing storage peers after hitting a 52-week high Thursday. The company plans to exchange $600 million in 2028 notes for $599.2 million cash plus shares, with the deal expected to close Feb. 17, pending final terms. U.S. markets are closed Monday for Presidents Day, delaying trading until Tuesday. Seagate warned the note exchange is not guaranteed.
15 February 2026
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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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Stock Market Today

  • AECOM (ACM) Shares Decline Sparks Undervaluation Debate Amid Infrastructure Focus
    April 25, 2026, 4:04 PM EDT. AECOM's stock has fallen 7.2% last week and 16.6% year to date, reflecting investor concerns over growth prospects and risk in large-scale infrastructure contracts. Despite the decline, a Discounted Cash Flow (DCF) analysis valued AECOM's shares at $115.73, 30.6% above the current $80 price, indicating undervaluation. AECOM's Price-to-Earnings ratio (17.28) is significantly lower than industry and peer averages of 44.19 and 41.38, suggesting the market prices in higher risk or lower growth. The stock scored a perfect 6 out of 6 on Simply Wall St's valuation, highlighting potential value amid reassessment of future cash flows and balance sheet resilience.

Latest article

Costco Wholesale’s Tariff Refund Fight Just Got Harder as Shoppers Seek Payback

Costco Wholesale’s Tariff Refund Fight Just Got Harder as Shoppers Seek Payback

25 April 2026
House Democrats have asked Costco and other major retailers to detail how any Trump-era tariff refunds will benefit consumers, as U.S. Customs and Border Protection begins processing claims under a new CAPE system. Costco and FedEx have sued to preserve refund rights, while a customer has filed a class action demanding refunds be returned to shoppers. Costco shares last traded at $1,011.15.
Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

25 April 2026
Palo Alto Networks shares closed up 3.08% at $178.54 on Friday, outpacing cybersecurity peers after Japan announced a financial-sector cybersecurity task force over concerns tied to Anthropic’s Mythos AI model. The company continues heavy spending on acquisitions and integration, aiming to capture demand from large organizations worried about AI-driven cyber threats.
Cameco Corporation Stock Faces a May 5 Test After Friday’s Uranium Pullback

Cameco Corporation Stock Faces a May 5 Test After Friday’s Uranium Pullback

25 April 2026
Cameco’s U.S.-listed shares fell $1.70 to $122.15 Friday, while Toronto shares dropped C$2.45 to C$167.02. The uranium producer will report first-quarter results before markets open May 5, with an executive call set for 8:00 a.m. Eastern. Other uranium stocks, including NexGen Energy and Uranium Energy, also declined in U.S. trading. Cameco produced 21 million pounds of uranium in 2025 and delivered 33 million pounds.
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