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Technology 13 February 2026 - 15 February 2026

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.
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.
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
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.
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.
KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact

KLA stock in focus: KLAC heads into holiday week after $400 million India R&D pact

KLA Corp shares rose 0.92% to $1,464.13 Friday after announcing a deal with Tamil Nadu to build a major R&D campus in Chennai. The company plans to invest up to $400 million over 10 years, with the site expected to create up to 4,000 skilled jobs. The project will focus on AI-driven semiconductor technologies and process control tools, according to company and state officials.
Snowflake stock (SNOW) jumps 5% into long weekend as AI nerves and earnings near

Snowflake stock (SNOW) jumps 5% into long weekend as AI nerves and earnings near

Snowflake shares jumped 5.4% to $182.29 Friday after a previous drop, with trading volume at 8.33 million shares. The move followed lower Treasury yields and U.S. inflation data that fueled bets on Fed rate cuts. Snowflake recently announced a $200 million OpenAI partnership and a deal with U.S. Figure Skating. The company reports earnings after market close on Feb. 25.
Qualcomm stock price: QCOM ends higher, but Samsung launch and memory crunch loom into next week

Qualcomm stock price: QCOM ends higher, but Samsung launch and memory crunch loom into next week

Qualcomm shares closed Friday up 1.6% at $140.70, outperforming the Nasdaq as Nvidia and Broadcom fell. Trading volume topped 13 million shares, above the 50-day average, but the stock remains 32% below its 52-week high. U.S. markets are closed Monday for Washington’s Birthday, with trading set to resume Tuesday. Samsung’s Feb. 25 Galaxy Unpacked event is the next major industry event for handset demand signals.
Iron Mountain stock near a 52-week high as data center stocks head into a holiday week

Iron Mountain stock near a 52-week high as data center stocks head into a holiday week

Iron Mountain shares rose 3.6% to $109.83 Friday, nearing a 52-week high, after the company projected 2026 revenue up to $7.775 billion and cited strong data center leasing. Softer January U.S. inflation and a drop in Treasury yields supported data center stocks. Equinix closed down 0.2% at $956.19. U.S. markets close Monday for Washington’s Birthday.
Intel stock price: INTC heads into holiday-shortened week after new “show me” analyst call

Intel stock price: INTC heads into holiday-shortened week after new “show me” analyst call

Intel shares closed up 0.6% at $46.79 Friday, recovering slightly after a 3.75% drop the previous day. DA Davidson began coverage with a Neutral rating and a $45 price target, citing execution risks. A quarterly SEC filing showed Intel’s U.S. equity holdings valued at about $724 million at year-end. The stock remains below its 52-week high of $54.60 reached in late January.
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.
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
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.
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.
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.
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
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.
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Stock Market Today

  • Cramer Urges Buying Opportunity in Cooling AI and Chip Stocks Amid Market Pullback
    June 5, 2026, 2:09 PM EDT. Stocks dipped Friday as the Nasdaq fell 1.7% and the S&P 500 nearly 1%, ending a nine-week winning streak. The May jobs report beat expectations with 172,000 new payrolls and steady 4.3% unemployment. Treasury yields rose on possible year-end rate hikes, pressuring equities. CNBC's Jim Cramer called the cooling market a chance to buy discounted chip stocks like Intel, Arm Holdings, and Corning, citing no negative outlook for data centers. Defensive sectors, especially health care names Johnson & Johnson and Eli Lilly, gained. CrowdStrike shares slid after CEO tempered AI-driven growth expectations tied to Anthropic's Project Glasswing. Apple's upcoming WWDC and Honeywell's aerospace IPO also drew investor focus. Cramer noted IPOs from SpaceX, Anthropic, and OpenAI may lead to portfolio rebalancing.

Latest articles

QQQ Drops After Surprise Jobs Data, Market Eyes Rates and AI

QQQ Drops After Surprise Jobs Data, Market Eyes Rates and AI

5 June 2026
Invesco QQQ Trust plunged 3.29% to $716.26 after a strong U.S. jobs report boosted rate-hike odds to 70%, hitting tech and AI stocks that dominate the ETF; the drop pushed QQQ below key technical support, with investors now weighing near-term rate risk over long-term growth, as higher yields threaten future earnings valuations.
Tesla Stock Slips After $475 Wall Street Reset

Tesla Stock Slips After $475 Wall Street Reset

5 June 2026
Tesla shares slid about 5% to $397.42 Friday despite J.P. Morgan lifting its rating and tripling its price target to $475, as investors weighed Tesla’s robotaxi ambitions against safety and regulatory risks amid a broader tech selloff triggered by strong jobs data and rising bond yields.
Inotiv Shares Jump After Bankruptcy, But Filing Warns On Loss

Inotiv Shares Jump After Bankruptcy, But Filing Warns On Loss

5 June 2026
Inotiv shares more than doubled to $0.2113 on massive volume after the company filed for Chapter 11, warning its restructuring plan will cancel all existing common shares with no payout to current holders and take the company private if approved, leaving current investors at risk of losing their entire investment.
IREN Stock Down Despite 800MW AI Data Center Deal

IREN Stock Down Despite 800MW AI Data Center Deal

5 June 2026
IREN shares plunged 13.9% to $53.29 after announcing an 800MW South Australia data-center campus and closing a $3.65 billion GPU financing facility, as investors sold AI and crypto-linked stocks amid a sharp Nasdaq selloff and falling bitcoin prices; B. Riley raised its price target to $96 but cut near-term EBITDA estimates.
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