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Technology 9 February 2026 - 10 February 2026

Cisco’s new AI networking chip puts Nvidia and Broadcom back in the AI stocks spotlight

Cisco’s new AI networking chip puts Nvidia and Broadcom back in the AI stocks spotlight

Cisco unveiled its Silicon One G300 networking chip for AI data centers Tuesday, targeting a market dominated by Nvidia and Broadcom. Cisco shares closed at a 52-week high Monday, up 2.3% to $86.78. The chip, built on TSMC’s 3-nanometer process, is set for release in the second half of 2026. Investors await Cisco’s earnings report on Feb. 11 for signs of AI demand.
10 February 2026
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Credo Technology stock jumps again in premarket after surprise revenue lift

Credo Technology stock jumps again in premarket after surprise revenue lift

Credo shares jumped 16.6% to $143.88 in premarket trading after the company projected fiscal Q3 revenue of $404 million to $408 million, well above prior guidance. The company flagged over 200% revenue growth for fiscal 2026 and expects mid-single-digit sequential growth into Q4. Full results are due March 2. The revenue figures are preliminary and unaudited.
10 February 2026
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Oracle stock snaps back after OpenAI upgrade call — $50 billion fundraising looms

Oracle stock snaps back after OpenAI upgrade call — $50 billion fundraising looms

Oracle shares jumped 9.7% to $156.59 Monday after D.A. Davidson upgraded the stock, citing easing concerns over its OpenAI exposure. Oracle plans to raise up to $50 billion in 2026 through debt and equity, including a $20 billion at-the-market share program. Melius Research downgraded Oracle, warning of cash flow risks and competition from Anthropic and Google. Microsoft and Nvidia also posted gains Monday.
10 February 2026
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Snowflake stock price jumps nearly 5% as Jefferies calls AI fears “too harsh”

Snowflake stock price jumps nearly 5% as Jefferies calls AI fears “too harsh”

Snowflake shares rose 4.6% to $175.95 in after-hours trading Monday, outpacing other software stocks as the sector rebounded from last week’s selloff. Jefferies reiterated a Buy rating and $300 price target, calling the recent slide excessive. Investors await U.S. inflation data on Feb. 13 and Snowflake’s earnings report on Feb. 25. Trading volume reached about 8.8 million shares.
10 February 2026
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Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom stock jumps after-hours as AI spending focus returns to chipmakers

Broadcom shares rose 3.3% to $343.83 in after-hours trading Monday, following a volatile session. The move tracked gains across chip stocks as investors rotated back into AI hardware names. Broadcom is set to report fiscal first-quarter results on March 4 after the market close. Traders are also watching upcoming U.S. jobs data for further market direction.
9 February 2026
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Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft stock jumps 3% as AI jitters ease — here’s what’s next for MSFT this week

Microsoft shares climbed 3.1% to $413.68 Monday, valuing the company at about $3.59 trillion. The stock rebounded as software names rallied after last week’s selloff, despite concerns over rising capital spending and tight Azure capacity. Jefferies kept a Buy rating, but Stifel downgraded Microsoft, citing AI competition and supply constraints. OpenAI reportedly saw ChatGPT growth exceed 10% monthly, according to CNBC.
9 February 2026
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Micron stock drops after-hours as Samsung HBM4 report rattles Nvidia supply bets

Micron stock drops after-hours as Samsung HBM4 report rattles Nvidia supply bets

Micron shares fell 2.9% to $383.24 in after-hours trading Monday amid reports Samsung will begin mass production and shipment of HBM4 memory for Nvidia’s upcoming “Vera Rubin” AI chips. Industry sources say Samsung passed Nvidia’s quality checks, while SK hynix and Micron are expected to split the rest of early supply. No official confirmation on volumes.
9 February 2026
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Stock Market Today

  • GIFT Nifty Drops Over 100 Points Amid Global Tech Sell-Off and US Fed Concerns
    June 26, 2026, 2:47 AM EDT. GIFT Nifty fell 105 points, or 0.44%, reflecting global market caution amid retreating Asian stocks and US technology sell-offs. The decline follows concerns over sustained AI spending and rising US interest rate uncertainty. Indian markets were closed for Muharram. The dip came despite lower crude oil prices, which typically boost oil-importing economies like India. On Wall Street, the Nasdaq slid 0.46% led by heavy losses in Big Tech stocks, including Apple, which slumped after announcing price hikes. Semiconductor firms showed resilience, with Micron Technology surging nearly 16%, signaling strength in AI chip demand. Overall, investors remain wary of the economic outlook as volatility grips global equities.

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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