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Technology 10 February 2026 - 11 February 2026

Microsoft stock sinks 2% in New York trade as AI capex doubts linger for MSFT

Microsoft stock sinks 2% in New York trade as AI capex doubts linger for MSFT

Microsoft shares fell 2.3% to $403.74 in late-morning New York trade Wednesday after UBS downgraded the U.S. tech sector, citing uncertainty around software demand and heavy AI data-center spending. The stock reversed an early gain and touched $402.91 at its low. Traders are watching Friday’s U.S. inflation data for rate signals.
11 February 2026
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Amazon stock price today: AMZN dips as investors weigh AWS AI content plan and pharmacy delivery expansion

Amazon stock price today: AMZN dips as investors weigh AWS AI content plan and pharmacy delivery expansion

Amazon shares fell 0.7% to $205.43 Wednesday morning, near session lows after an early high above $209. The drop follows heavy retail buying last week, but investors remain focused on Amazon’s $200 billion 2026 capex plan and uncertainty over AI-driven earnings. Amazon also announced a pharmacy delivery expansion to 4,500 U.S. cities this year. Broader markets rose, with the S&P 500 ETF up 0.5%.
11 February 2026
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Sage Group share price slides toward 1-year low as tech nerves grip Europe again

Sage Group share price slides toward 1-year low as tech nerves grip Europe again

Sage Group shares dropped 1.9% to 829.4 pence in early London trading Wednesday, hitting a one-year low amid a broader selloff in European tech stocks. The decline followed a 20% plunge in Dassault Systèmes after weak revenue guidance. Sage director Derek Harding bought 10,000 shares on Feb. 9. Investors await Sage’s interim results on May 21.
11 February 2026
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RELX share price slides near 52-week low ahead of results as AI worries hang over data stocks

RELX share price slides near 52-week low ahead of results as AI worries hang over data stocks

RELX shares dropped about 3% in early London trading Wednesday, nearing a 52-week low ahead of annual results due Thursday. The stock traded at 2,078 pence by 08:30 GMT, down from 2,146. Investors remain cautious after a sharp selloff in “AI-exposed” data firms, with RELX and Thomson Reuters both down roughly a third since late 2025.
11 February 2026
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ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday.
11 February 2026
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Charles Schwab stock price sinks about 7.5% as Altruist’s Hazel AI tax tool spooks brokers

Charles Schwab stock price sinks about 7.5% as Altruist’s Hazel AI tax tool spooks brokers

Charles Schwab shares fell 7.5% to $99.25 in after-hours trading Tuesday, following a broader selloff in brokerage stocks after Altruist launched AI-powered tax-planning tools. LPL Financial dropped 8.2%, Raymond James 8.8%, and Morgan Stanley 2.5%. Altruist’s Hazel platform can read tax documents and generate personalized strategies in minutes. Investors await Schwab’s January activity report, due Feb. 13.
10 February 2026
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Oracle (ORCL) stock price rises again after hours as Wall Street rethinks its OpenAI cloud bet

Oracle (ORCL) stock price rises again after hours as Wall Street rethinks its OpenAI cloud bet

Oracle shares rose 2.1% to $159.87 in after-hours trading Tuesday, after hitting an intraday high of $165.32. The company announced new AI automation features for its Fusion Cloud software and plans to raise up to $50 billion in 2026 to expand cloud infrastructure. Analyst opinions remain divided, with Melius Research downgrading the stock to “hold.”
10 February 2026
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Palantir stock slips even as Daiwa turns bullish, investors brace for jobs data

Palantir stock slips even as Daiwa turns bullish, investors brace for jobs data

Palantir shares fell 2.3% to $139.63 Tuesday despite an upgrade to “buy” from Daiwa, which set a $180 price target. The stock traded in a wide range as investors awaited Wednesday’s U.S. jobs report. Broader markets closed mixed after weak retail sales data. CEO Alex Karp addressed internal concerns over Palantir’s ICE contracts in a video to staff, according to WIRED.
10 February 2026
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Seagate (STX) stock price slides 6% as AI-storage names retreat; jobs and CPI next

Seagate (STX) stock price slides 6% as AI-storage names retreat; jobs and CPI next

Seagate Technology shares fell 6.1% to $399.15 by 2:17 p.m. ET Tuesday, deepening losses in AI-linked storage hardware as the broader market stayed steady. Western Digital dropped 7.2% and Intel lost 5.6%. The moves followed Amazon’s sharp decline last week and came amid delayed U.S. economic data, including flat December retail sales. No new company-specific news drove Seagate’s drop.
10 February 2026
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Datadog stock jumps 15% after earnings beat, with AI selloff still in the background

Datadog stock jumps 15% after earnings beat, with AI selloff still in the background

Datadog shares jumped nearly 15% to $130.86 after the company beat Wall Street’s fourth-quarter estimates, reporting $953.2 million in revenue and 59 cents adjusted profit per share. The S&P 500 software index rose 1.3%. Datadog forecast full-year revenue of up to $4.10 billion and ended 2025 with $4.47 billion in cash. U.S. retail sales were flat in December as Treasury yields fell.
10 February 2026
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Qualcomm stock today: QCOM edges higher as Morgan Stanley warns memory crunch could bite again

Qualcomm stock today: QCOM edges higher as Morgan Stanley warns memory crunch could bite again

Qualcomm shares rose 0.5% to $139.61 Tuesday after a turbulent week marked by supply concerns. Morgan Stanley resumed coverage with an underweight rating and a $132 target, citing memory shortages and weak handset demand. A company executive sold 3,200 shares under a preset 10b5-1 plan. Qualcomm recently forecast revenue and profit below estimates, blaming a global memory chip shortage.
10 February 2026
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Cisco stock rises after Silicon One G300 AI chip launch, with earnings next

Cisco stock rises after Silicon One G300 AI chip launch, with earnings next

Cisco shares rose 0.7% to $87.35 Tuesday after the company unveiled its Silicon One G300 AI networking chip and new router, targeting data-center customers. The G300, built on TSMC’s 3-nanometer process, is set for release in the second half of 2026. Investors await Cisco’s quarterly update later this week. Rival stocks Nvidia and Broadcom slipped during the session.
10 February 2026
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MongoDB stock jumps 6% as Morgan Stanley flags cloud demand rebound ahead of March earnings

MongoDB stock jumps 6% as Morgan Stanley flags cloud demand rebound ahead of March earnings

MongoDB shares rose 6.3% to $380.32 Tuesday morning on Nasdaq, rebounding from an early drop amid renewed interest in cloud software stocks. Morgan Stanley and Goldman Sachs issued notes downplaying AI disruption fears and projecting revenue upside. Investors await MongoDB’s quarterly results due March 2 for updates on Atlas usage and revenue trends. Snowflake and Datadog also traded higher.
10 February 2026
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Palo Alto Networks (PANW) stock nudges higher as Nasdaq flags Feb 11 close for CyberArk deal

Palo Alto Networks (PANW) stock nudges higher as Nasdaq flags Feb 11 close for CyberArk deal

Palo Alto Networks shares rose 0.5% to $166.88 Tuesday as Nasdaq set a tentative Feb. 11 close for its $25 billion merger with CyberArk. CyberArk stock will be halted after-hours Tuesday and suspended Feb. 12. Palo Alto reports earnings Feb. 17, with investors watching for integration plans. Cybersecurity stocks traded higher across the board.
10 February 2026
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AppLovin stock price rises again after CapitalWatch apology, with APP earnings up next

AppLovin stock price rises again after CapitalWatch apology, with APP earnings up next

AppLovin shares rose about 3% to $474.31 Tuesday morning, extending a rebound after CapitalWatch retracted parts of its allegations about shareholder Tang Hao. The stock jumped 13% Monday after the correction and apology. Jefferies called recent fears “overblown” and reaffirmed a buy rating. AppLovin reports quarterly results after the bell on Feb. 11.
10 February 2026
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Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta shares slipped 0.2% to $675.62 after EU regulators warned they may force the company to allow rival AI assistants on WhatsApp, citing competition concerns over rules effective since Jan. 15. The European Commission sent Meta a formal charge sheet and is considering interim measures. Separately, the EU’s top court said WhatsApp can challenge a €225 million privacy fine.
10 February 2026
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Broadcom (AVGO) stock slips at the open as Cisco targets its AI networking turf

Broadcom (AVGO) stock slips at the open as Cisco targets its AI networking turf

Broadcom shares slipped 0.25% to $343.09 early Tuesday after a 3.31% jump in the previous session. Cisco launched its Silicon One G300 switch chip for AI data centers, entering a market where Broadcom’s Tomahawk chips compete. Investors await U.S. payrolls data Wednesday, CPI Friday, and Broadcom’s earnings on March 4. Broadcom stock remains 17% below its 52-week high.
10 February 2026
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Snap stock jumps in premarket after analyst upgrade as SNAP tries to rebound

Snap stock jumps in premarket after analyst upgrade as SNAP tries to rebound

Snap Inc. shares rose 3.7% to $5.38 in premarket trading after Arete Research upgraded the stock to buy and trimmed its price target to $7.30. The move follows a volatile stretch after Snap’s quarterly results and a new $500 million buyback plan. Snap ended Monday at $5.19, near the bottom of its 52-week range. Analyst sentiment remains cautious, with most ratings at “Hold.”
10 February 2026
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Stock Market Today

  • Molson Coors Beverage (TAP) Valuation Reassessed After Volatile Share Price Moves
    April 25, 2026, 5:38 PM EDT. Molson Coors Beverage (NYSE:TAP) experienced mixed short-term share price swings, including a 1-day drop of 1% and a 7-day decline of 4.82%. Despite a 1-month gain of 2.83%, the stock shows a 90-day loss of 14% and a 1-year total shareholder return of negative 22.3%. Investors are reevaluating its valuation amid ongoing headwinds like aluminum costs and lower U.S. beer volumes. Analyst models suggest the stock could be undervalued at a fair value of $48.19 versus last closing price of $42.44, assuming improvements in EBITDA and margins driven by supply chain efficiency and cost optimization. However, risks remain if demand weakens further or input costs stay high. Market watchers should carefully consider both rewards and warning signs when assessing Molson Coors' outlook.

Latest article

AGNC Investment Stock Gets Fresh Wall Street Nudge Before Its $0.12 Dividend Date

AGNC Investment Stock Gets Fresh Wall Street Nudge Before Its $0.12 Dividend Date

25 April 2026
AGNC Investment shares closed at $11.02 Friday, up 1.47%, after UBS raised its price target and RBC trimmed its target but kept an outperform rating. The company’s tangible book value fell 5.6% in Q1 to $8.38 per share amid mortgage-market volatility. AGNC’s next $0.12 monthly dividend goes ex-dividend April 30. Net spread and dollar roll income rose to 42 cents per share for the quarter.
Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

25 April 2026
Cisco unveiled a prototype quantum switch designed to connect different types of quantum computers and sensors over standard telecom fiber at room temperature. The company said tests showed the device preserved quantum information with average degradation of 4% or less. The switch remains a prototype, with broad quantum networks still years away. Cisco shares last traded at $89.01, valuing the firm at about $354.6 billion.
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