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Technology 11 February 2026 - 12 February 2026

Vertiv stock extends rally on surging data-center orders; investors eye next catalysts

Vertiv stock extends rally on surging data-center orders; investors eye next catalysts

Vertiv Holdings shares climbed 2.4% to $254.45 Thursday morning, extending a 24.5% surge after the company reported a 252% jump in organic orders and raised its 2026 outlook. Fourth-quarter net sales rose 23% to $2.88 billion, with backlog reaching $15 billion. Eaton and Hubbell also gained in early trading. Vertiv cited strong demand from hyperscale and colocation data centers, but warned of tariff headwinds.
12 February 2026
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Palantir stock dips in New York trade even after DISA cloud clearance — what’s next for PLTR

Palantir stock dips in New York trade even after DISA cloud clearance — what’s next for PLTR

Palantir Technologies shares fell 1.3% to $133.85 Thursday morning, underperforming large tech peers as investors awaited key U.S. data. The company announced new U.S. defense cloud authorizations and extended its Airbus Skywise partnership. Daiwa Capital Markets upgraded the stock to “Buy” but cut its target to $180. Palantir reported Q4 revenue of $1.41 billion, up 70% year over year.
12 February 2026
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Cisco stock slides nearly 10% after earnings as memory costs hit margins

Cisco stock slides nearly 10% after earnings as memory costs hit margins

Cisco Systems shares dropped 9.7% to $77.27 after the company warned of further margin pressure from rising memory prices, despite raising its full-year revenue outlook. Adjusted gross margin for the quarter fell to 67.5%, below estimates, and Cisco forecast more declines next quarter. Revenue reached $15.3 billion, with non-GAAP earnings at $1.04 per share. Investors are watching cost controls and updates from Cisco Live.
12 February 2026
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Micron stock climbs on HBM4 shipping update as AI memory race heats up

Micron stock climbs on HBM4 shipping update as AI memory race heats up

Micron shares jumped 5% to $429.11 Thursday after the company said it is shipping HBM4 memory to customers. CFO Mark Murphy told investors demand far exceeds supply and expects tight conditions beyond 2026. Samsung and SK Hynix also announced HBM4 shipments. Analysts raised price targets, citing AI-driven demand and capacity constraints.
12 February 2026
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Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta shares fell nearly 1% to $662.15 Thursday morning after the company broke ground on a $10 billion, 1-gigawatt data center in Lebanon, Indiana. Bill Ackman’s Pershing Square disclosed a $2 billion Meta stake acquired late last year. Meta expects capital expenditures to rise to $115–$135 billion in 2026, up from $72.22 billion in 2025, driven by AI infrastructure spending.
12 February 2026
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Generac stock price steadies in premarket as analysts weigh data-center push and buyback

Generac stock price steadies in premarket as analysts weigh data-center push and buyback

Generac Holdings shares rose 0.5% to $216 premarket Thursday after a 17.9% surge the previous session. The company reported a fourth-quarter net loss of $24 million on $1.09 billion in sales, with residential sales down 23% and commercial and industrial sales up 10%. Guggenheim downgraded the stock to “neutral” with a $202 target. Generac issued 2026 guidance for mid-teens sales growth and an 18–19% adjusted EBITDA margin.
12 February 2026
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Palo Alto Networks stock ticks up premarket after CyberArk deal closes, with earnings next

Palo Alto Networks stock ticks up premarket after CyberArk deal closes, with earnings next

Palo Alto Networks shares rose 0.6% to $166.34 premarket after announcing it completed its $25 billion acquisition of CyberArk. The company will keep CyberArk’s products as a standalone platform and begin integration. Investors await Feb. 17 results for details on costs and guidance. CyberArk shareholders receive $45 in cash and 2.2005 Palo Alto shares per share.
12 February 2026
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Unity stock holds near $21 in pre-market after forecast shock — what Wall Street watches next

Unity stock holds near $21 in pre-market after forecast shock — what Wall Street watches next

Unity shares traded near $21.41 premarket Thursday after plunging 26.3% in the prior session. The company forecast first-quarter revenue of $480 million to $490 million, below the $492.1 million analyst estimate. Fourth-quarter revenue rose to $503 million, with a net loss of $89 million. Investors remain focused on demand for Unity’s Create tools and the outlook for its Grow ad segment.
12 February 2026
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Astera Labs stock plunges 21% after Amazon warrant deal clouds margin outlook

Astera Labs stock plunges 21% after Amazon warrant deal clouds margin outlook

Astera Labs shares fell 21.4% to $143.71 after disclosing Amazon-linked warrants tied to up to $6.5 billion in future purchases, which CFO Mike Tate said will hit gross margins by about two points per quarter. Tate will retire as CFO on March 2, with Desmond Lynch named successor. Fourth-quarter revenue rose 92% to $270.6 million, beating estimates. The company forecast March-quarter revenue above analyst expectations.
12 February 2026
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Micron stock price jumps nearly 10% after CFO says HBM4 shipments have started

Micron stock price jumps nearly 10% after CFO says HBM4 shipments have started

Micron shares jumped 9.9% to $410.34 in after-hours trading Wednesday after CFO Mark Murphy said customer shipments of HBM4 memory have begun. Morgan Stanley and Deutsche Bank raised their price targets, citing tight DRAM supply and AI demand. Murphy told the Wolfe conference HBM4 is ramping ahead of schedule and demand from cloud companies is strong.
12 February 2026
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Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco stock slips ahead of earnings as new AI chip targets Nvidia, Broadcom

Cisco shares fell 0.6% to $85.79 Wednesday afternoon ahead of quarterly results due after the close. The company on Tuesday launched its Silicon One G300 AI networking chip, targeting data center demand and competition from Broadcom and Nvidia. Investors are focused on Cisco’s guidance for AI-driven networking sales after the stock hit a 52-week high. Wall Street expects adjusted earnings of $1.02 per share on $15.1 billion revenue.
11 February 2026
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Flex stock rises as AI data-center trade returns; eyes on May 13 Investor Day

Flex stock rises as AI data-center trade returns; eyes on May 13 Investor Day

Flex Ltd shares rose about 1% to $64.95 in early afternoon New York trading Wednesday, as chip and AI-linked stocks rallied. The stock traded between $63.58 and $66.24. Investors are watching for Flex’s next update on data-center power and cooling growth, with its Investor Day set for May 13 in Austin. Flex last reported quarterly net sales of $7.1 billion and repaid $597 million in notes due February 2026.
11 February 2026
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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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Stock Market Today

  • Hong Kong's 24-Hour Stock Trading Debate: Liquidity and Price Discovery Concerns
    June 26, 2026, 1:34 AM EDT. Hong Kong faces calls for 24-hour stock trading to boost global competitiveness, following moves by Nasdaq and Korea Exchange. However, experts warn extended hours may dilute liquidity, impacting price discovery and increasing volatility. Current trading is concentrated around defined daily sessions with a closing price as a benchmark for index funds managing trillions. A 24-hour market raises questions about defining closing prices and risks turning trading into prolonged after-hours sessions. Market makers may face greater risk holding positions longer due to thinner liquidity, potentially raising trading costs for investors. The debate highlights challenges balancing investor demand for accessibility with market stability.

Latest News

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

25 June 2026
Bloom Energy plunged 5.2% as it prepares to exit the Russell 2000 and join the Russell Top 200 after a 1,000% stock surge, forcing index funds to rebalance amid a $15 billion one-day equity swing; at $309.18, shares trade 24 times the midpoint of its 2026 revenue guide, still 12% above Barclays’ new target.
Figma drops ahead of Russell close with valuation gap stretching

Figma drops ahead of Russell close with valuation gap stretching

25 June 2026
Figma (NYSE:FIG) plunged 9.8% to $16.84—just above its 52-week low—on heavy volume ahead of its addition to the Russell 3000 after Friday’s close, with index funds tracking $12.2 trillion set to rebalance; Figma now trades at about 5x its 2026 revenue guide, 49% below its IPO price, despite 46% Q1 revenue growth and raised guidance, as analysts cite mixed ratings and persistent losses.
Bitcoin Holds $80,000 as ETF Outflows Put Rally Back on Trial

Bitcoin slips near $59,500 as ETF outflows hit options support

25 June 2026
U.S. spot bitcoin ETFs saw $469 million in net outflows on June 24, with IBIT and FBTC accounting for about 77% of the total, sending IBIT down 1.1% and MSTR plunging 9.3%; Citi says ETF flows explain 45% of weekly BTC return variation, highlighting outflows as a key signal for investor sentiment as bitcoin tests the high-$50,000s.
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