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Technology 26 February 2026 - 28 February 2026

Micron stock (MU): India chip plant goes live as S&P lifts rating — what to watch next week

Micron stock (MU): India chip plant goes live as S&P lifts rating — what to watch next week

Micron began commercial production at its semiconductor assembly and test facility in Sanand, Gujarat, delivering its first made-in-India memory modules to Dell. The company’s shares closed at $412.37 on Friday, down 1.6%. S&P Global Ratings upgraded Micron’s credit rating to BBB, citing AI-driven growth. U.S. producer prices rose 0.5% in January, fueling debate over interest rates.
28 February 2026
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Lumentum stock price rebounds after Thursday slide as Form 144 sale notice hits tape

Lumentum stock price rebounds after Thursday slide as Form 144 sale notice hits tape

Lumentum shares rose 3.5% to $700.91 Friday, rebounding after a 6.4% drop Thursday, with heavy trading and wide price swings. A new SEC Form 144 filing showed Morgan Stanley Smith Barney plans to sell 5,302 shares worth about $3.66 million. Investors are watching management’s upcoming conference appearances for signals on AI data-center demand. The S&P 500 and Nasdaq both fell on the day.
28 February 2026
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CoreWeave stock price tumbles as $35 billion capex plan rattles investors

CoreWeave stock price tumbles as $35 billion capex plan rattles investors

CoreWeave shares fell 18.5% to $79.53 after the company announced 2026 capital spending of $30–$35 billion, more than double last year’s outlay. The AI cloud firm reported a Q4 net loss of $452 million on $1.57 billion in revenue, citing short-term margin pressure as it accelerates data center expansion. Investors remain focused on funding and profitability ahead of management’s updates next week.
28 February 2026
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Dell stock jumps 22% on AI server outlook and $10 billion buyback — what Wall Street watches next

Dell stock jumps 22% on AI server outlook and $10 billion buyback — what Wall Street watches next

Dell shares jumped 21.9% to $148.08 at Friday’s close, then slipped 0.4% after hours. The company expects AI server revenue to more than double to $50 billion by fiscal 2027 and raised its dividend 20%, adding $10 billion to its buyback program. At least seven brokerages raised price targets after the earnings report. Investors now await the March 6 U.S. jobs report.
27 February 2026
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Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft shares fell 2.2% to $392.74 Friday, holding steady after hours. OpenAI announced a $110 billion funding round valuing it at $840 billion, with Amazon, Nvidia, and SoftBank investing. OpenAI named AWS as exclusive cloud provider for its Frontier platform, while Microsoft Azure remains exclusive for OpenAI APIs. Both firms said the new deals do not alter their existing partnership.
27 February 2026
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Dell shares surge after AI server forecast points to $50 billion haul in fiscal 2027

Dell shares surge after AI server forecast points to $50 billion haul in fiscal 2027

Dell shares surged 17.5% Friday after the company projected its AI server revenue would double to about $50 billion in fiscal 2027. Dell forecast total revenue of $138–$142 billion for the year and raised its dividend and buyback plan. Fourth-quarter revenue reached a record $33.4 billion. Higher memory-chip costs remain a key risk for margins and PC demand.
27 February 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Advanced Micro Devices shares fell 1.6% to $200.43 in mid-morning New York trade Friday, tracking declines across chip stocks after U.S. producer prices rose 0.5% in January, above forecasts. The Philadelphia Semiconductor Index dropped about 1.1%. Nvidia shares also fell Thursday despite strong results. Investors are watching for Broadcom earnings March 4 and the U.S. jobs report March 6.
27 February 2026
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Circle Internet Group stock price: CRCL slips premarket after earnings surge, rate bets bite

Circle Internet Group stock price: CRCL slips premarket after earnings surge, rate bets bite

Circle shares fell 2.9% to $84.70 in premarket trading Friday, reversing a 4.9% gain after strong quarterly results. USDC in circulation rose 72% to $75.3 billion in 2025, with fourth-quarter revenue up 77% to $770 million. Needham cut its price target to $130, while Morgan Stanley raised its target to $80. Investors are watching the March 6 U.S. jobs report for signals on interest rates.
27 February 2026
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Joby Aviation stock slips premarket as Uber Air tie-up and FAA certification timeline draw scrutiny

Joby Aviation stock slips premarket as Uber Air tie-up and FAA certification timeline draw scrutiny

Joby Aviation shares dropped 1.7% to $10.06 in premarket trading Friday after a 4.2% gain Thursday. The company reported $30.8 million in fourth-quarter revenue and a $121.5 million net loss. Joby expects to carry its first passengers in Dubai this year and said its first FAA-conforming aircraft is set to fly soon. The company is also expanding manufacturing with a new Ohio facility.
27 February 2026
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PayPal stock steadies in premarket as report cools Stripe takeover chatter

PayPal stock steadies in premarket as report cools Stripe takeover chatter

PayPal shares rose 1.2% to $46.08 in Friday premarket trading after a volatile week driven by buyout speculation involving Stripe, which both firms declined to confirm. Semafor later reported no current sale talks are underway. Thursday’s session saw heavy trading and a 3.8% drop. PayPal is also promoting new embedded payment products and highlighted its ranking in the 2026 Evident AI Index for Payments.
27 February 2026
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Intel stock price: INTC set for a tense open after SambaNova AI deal, as chip nerves linger

Intel stock price: INTC set for a tense open after SambaNova AI deal, as chip nerves linger

Intel shares fell 3% to $45.46 Thursday, breaking a two-day gain, as chip stocks slid following Nvidia’s drop despite strong results. Intel and SambaNova announced a multi-year AI-inference partnership, with Intel Capital joining SambaNova’s $350 million funding round. Kevin O’Buckley, head of Intel Foundry Services, is leaving for Qualcomm. Investors await U.S. inflation data Friday amid ongoing volatility in tech stocks.
27 February 2026
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Zscaler stock slides 9% premarket after results; higher spend spooks traders

Zscaler stock slides 9% premarket after results; higher spend spooks traders

Zscaler shares dropped 8.6% to $152.99 in premarket trading after reporting a wider quarterly GAAP loss despite a 26% revenue increase and raised guidance. The company cited higher sales and R&D costs and flagged cautious IT spending on large deals. Annual recurring revenue rose 25% to $3.36 billion. Zscaler forecast April-quarter revenue of $834 million to $836 million.
27 February 2026
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Stock Market Today

  • Higher Brazil Sugar Production Pressures Global Sugar Prices
    March 28, 2026, 7:24 AM EDT. Sugar prices declined as Brazil's sugar output rose, with mills shifting cane crushing from ethanol to sugar production. Unica reported a 0.7% year-on-year increase to 40.25 million metric tons (MMT) in Brazil's 2025-26 Center-South output. Earlier, crude oil's surge to a 3.75-year high supported ethanol and sugar prices, but concerns over a global sugar surplus, driven by increased production in India, Thailand, and Pakistan, weighed on the market. The International Sugar Organization forecasts a 1.22 MMT surplus in 2025-26 after a prior deficit. India, the second-largest producer, boosted sugar output by 10.5% and is set to increase exports. Supply disruptions from the Strait of Hormuz closure have limited trade by about 6%, adding some price support amid surplus fears.
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