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Technology 15 February 2026 - 20 February 2026

AppLovin (APP) stock rises on social platform hiring tease as traders look for the next catalyst

AppLovin (APP) stock rises on social platform hiring tease as traders look for the next catalyst

AppLovin shares rose 3.3% to $425.73 Friday after job listings and executive comments signaled work on a new social platform. The company confirmed hiring for a founding backend engineer in Singapore. Chief product officer Giovanni Ge discussed the project in a podcast, following last year’s failed TikTok bid. Investors await further details as competition for ad budgets intensifies.
20 February 2026
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Palantir (PLTR) stock price slips as DHS $1 billion deal report collides with Rackspace tie-up, Mizuho upgrade

Palantir (PLTR) stock price slips as DHS $1 billion deal report collides with Rackspace tie-up, Mizuho upgrade

Palantir shares fell 1.5% to $132.89 Friday after the company won a five-year U.S. Homeland Security contract worth up to $1 billion, according to SiliconANGLE. The stock traded on heavy volume and lagged sector peers despite a new Rackspace partnership and an analyst upgrade. Palantir forecast 2026 revenue of up to $7.2 billion earlier this month.
20 February 2026
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Sandisk stock jumps as Western Digital unloads shares — what traders are watching next

Sandisk stock jumps as Western Digital unloads shares — what traders are watching next

Sandisk shares rose 3.3% to $641.87 Friday after Western Digital raised $3.17 billion by selling part of its Sandisk stake at $545 per share. The sale, tied to debt reduction, increased trading volatility and shifted focus to whether Western Digital will offload its remaining 1.7 million shares. Sandisk does not receive proceeds from the offering. Western Digital shares also gained 3.3%.
20 February 2026
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Why Nvidia stock is sliding today: chip stocks weaken as Meta deal meets an earnings countdown

Why Nvidia stock is sliding today: chip stocks weaken as Meta deal meets an earnings countdown

Nvidia shares fell 0.7% to $186.69 in early afternoon trading Thursday, reversing part of Wednesday’s gain after a major AI chip deal with Meta. About 82 million shares traded as investors awaited Nvidia’s Feb. 25 earnings report. The Philadelphia Semiconductor Index also slipped 0.7%. Nvidia said the Meta partnership includes millions of GPUs and new CPUs, aiming to expand AI infrastructure.
19 February 2026
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Raspberry Pi share price jumps again as CEO buy and AI chatter keep RPI.L in play

Raspberry Pi share price jumps again as CEO buy and AI chatter keep RPI.L in play

Raspberry Pi Holdings shares surged 25.2% to 519.5 pence in early London trading, after CEO Eben Upton disclosed buying 4,684 shares for about £13,224. The rally follows heavy social-media speculation on the company’s role in low-cost AI projects. Two traders said the driver was unclear. The company stated there was no new information beyond public disclosures.
18 February 2026
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Electro Optic Systems (ASX:EOS) share price jumps 14% as Singapore laser push and Thursday results come into view

Electro Optic Systems (ASX:EOS) share price jumps 14% as Singapore laser push and Thursday results come into view

Electro Optic Systems shares jumped 13.7% to A$7.16 at Tuesday’s close after announcing the opening of a high-energy laser hub in Singapore. The company tied the new facility to contracts in Korea and the Netherlands. Audited results are due around Feb. 19, with traders cautious after a short-seller attack earlier this month. The stock remains down about a third for 2026.
17 February 2026
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Western Digital stock set for Tuesday spotlight after CEO says 2026 HDD output is “pretty much sold out”

Western Digital stock set for Tuesday spotlight after CEO says 2026 HDD output is “pretty much sold out”

Western Digital CEO Irving Tan told investors the company is “pretty much sold out” of hard drives for 2026, with firm orders from top customers and contracts into 2028, according to weekend reports. U.S. markets are closed Monday for Washington’s Birthday; trading resumes Tuesday. Western Digital shares ended Friday at $281.58, down 0.9%. The company will present at the Morgan Stanley TMT conference on March 3.
16 February 2026
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Arista Networks stock price: ANET set for Tuesday trade after CEO flags “horrendous” memory costs

Arista Networks stock price: ANET set for Tuesday trade after CEO flags “horrendous” memory costs

Arista Networks CEO Jayshree Ullal warned of worsening memory shortages and “horrendous” prices, citing pressure from AI data center demand. Shares closed Friday at $141.59, up 4.79%. The company reported Q4 revenue of $2.488 billion, up 28.9% year-over-year, and forecast Q1 revenue of about $2.6 billion. Investors await Tuesday’s trading after the Presidents Day market holiday.
16 February 2026
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Intel stock price (INTC) faces Tuesday test after analyst calls turnaround a “show me” story

Intel stock price (INTC) faces Tuesday test after analyst calls turnaround a “show me” story

Intel shares closed up 0.6% at $46.79 on Friday ahead of the Presidents Day market holiday. D.A. Davidson initiated coverage at Neutral with a $45 target, citing optimism already priced in. Intel faces pressure after a weak outlook and is pushing into AI chips and foundry services. The company recently partnered with SoftBank and Google on memory and security technology.
16 February 2026
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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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