Technology

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

Shares of Vertiv Holdings climbed another 2.4% to $254.45 early Thursday, extending Wednesday’s spike. Investors stayed bullish after the company raised its outlook and reported a rush of new data-center orders.

12 February 2026

Data Centers·NYSE:VRT·Stock Market·Technology

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

Palantir Technologies dropped 1.3% to $133.85 early Thursday, underperforming a patchy session for large-cap tech. Traders showed little appetite for richly valued software names before upcoming U.S. data.

12 February 2026

NASDAQ:PLTR·Stock Market·Technology

AMD stock ticks up as CEO Lisa Su lines up a $26.7 million share sale

Advanced Micro Devices ticked up 0.2% to $214.06 in Thursday morning trading after a regulatory filing disclosed that CEO Lisa Su intends to sell as many as 125,000 shares. The Form 144, which is required for certain executive trades under SEC Rule 144, put the value of the planned sale at roughly $26.7 million. According to the notice, the transaction would run through Morgan Stanley Smith Barney on a 10b5-1 plan set up back on Sept. 9. The filing also referenced a 125,000-share sale in December and a 40,000-share donation to Fidelity Charitable. Nvidia added about 0.9%, while Intel slipped 0.4%.

12 February 2026

NASDAQ:AMD·Stock Market·Technology

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

Cisco Systems dropped roughly 9.7% to $77.27 on Thursday, deepening a steep post-earnings selloff. Investors focused on margin pressure, even though revenue came in ahead of expectations.

12 February 2026

Earnings·NASDAQ:CSCO·Technology

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

Shares of Micron Technology, Inc. jumped roughly 5% to $429.11 early Thursday, with volume at 13.6 million after the memory-chip company confirmed it’s already shipping HBM4 to customers.

12 February 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology

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

Meta Platforms slipped almost 1% early Thursday, changing hands at $662.15. The stock’s weakness came as investors kept a close eye on the company’s rising spending for artificial intelligence infrastructure.

12 February 2026

Artificial Intelligence·NASDAQ:META·Stock Market·Technology

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

Shares of Generac Holdings Inc moved up around 0.5% to $216 ahead of Thursday’s open, after rallying 17.9% and finishing Wednesday at $214.99. Guggenheim pulled its rating down to “neutral” from “buy,” setting a price target at $202, according to MarketScreener.

12 February 2026

NASDAQ:GNRC·Stock Market·Technology

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

Palo Alto Networks jumped 0.6% to $166.34 ahead of the bell Thursday, following news it wrapped up its CyberArk acquisition. The cybersecurity stock closed Wednesday at $165.30, slipping 0.1%.

12 February 2026

Cybersecurity·Earnings Reports·NASDAQ:CYBR·NASDAQ:PANW·Stock Market·Technology

BigBear.ai stock ticks higher in premarket as Feb. 18 share vote nears

Shares of BigBear.ai Holdings edged up 0.7% to $4.46 ahead of the opening bell Thursday, finding some footing after tumbling for two days straight. The stock closed Wednesday at $4.43, off 2.9%. That followed a 6.4% slide the previous session, both days logging volumes north of 50 million shares.

12 February 2026

NASDAQ:BBAI·Technology

Tesla stock ticks up premarket as Tencent WeChat tie-up puts China back in focus

In premarket trading Thursday, Tesla gained 0.5%, moving up to $430.40. The stock had closed Wednesday at $428.27.

12 February 2026

NASDAQ:TSLA·Technology·Tesla

Snap stock ticks higher premarket after Texas sues Snapchat over kids’ safety claims

Snap Inc ticked up roughly 0.3% ahead of Thursday’s open, clawing back a bit after closing at $4.99, down 4.6% in the previous session.

12 February 2026

NASDAQ:SNAP·Stock Market·Technology

Intel stock nudges up in premarket as CPI looms after U.S. jobs surprise

Intel Corp climbed 0.5% to $48.54 ahead of Thursday’s open, following a 2.46% advance to $48.29 at Wednesday’s close.

12 February 2026

NASDAQ:INTC·Stock Market·Technology

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

Unity Software Inc sat at $21.41 right before Thursday’s bell, showing almost no movement after a brutal 26.3% drop the previous session. The videogame-engine company shook up Wall Street by slashing its first-quarter revenue outlook, prompting analysts to revisit their forecasts.

12 February 2026

NYSE:U·Stock Market·Technology

Samsung says it shipped HBM4 chips as AI memory race with SK Hynix, Micron tightens

Samsung Electronics on Thursday said it's sent out its newest HBM4 memory chips to customers, stepping up efforts to narrow the distance with competitors making components for Nvidia’s AI accelerators.

12 February 2026

Artificial Intelligence·KRX:000660·KRX:005930·NASDAQ:MU·NASDAQ:NVDA·Semiconductors·Technology

Sandisk stock jumps before the bell as AI memory headlines hit again

Sandisk Corporation jumped 7.3% in premarket action Thursday, reaching $643 after wrapping up Wednesday at $599.34. Early trading saw the stock swing from $641.50 up to $644.

12 February 2026

NASDAQ:SNDK·Stock Market·Technology

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

Astera Labs, Inc dropped 21.4% Wednesday, shares settling at $143.71 after a bruising $39 slide. The chip connectivity stock hovered near that mark post-close. Volume hit about 16.4 million shares, with trades moving between $141.68 and $166.00.

12 February 2026

Amazon·NASDAQ:ALAB·Stock Market·Technology

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

Micron Technology surged 9.9% Wednesday, with shares last trading at $410.34 after hours. The rally followed comments from CFO Mark Murphy, who confirmed the company’s next-generation high-bandwidth memory—HBM4—is already shipping to customers. “We have been in high volume production on HBM4. We’ve commenced customer shipments of HBM4,” said Murphy.

12 February 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

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

Cisco Systems slipped 0.6% to $85.79 by 3:31 p.m. EST on Wednesday, backing off from an earlier high of $87.11, with investors on hold ahead of the networking giant's quarterly earnings after the bell.

11 February 2026

Artificial Intelligence·Earnings Reports·NASDAQ:CSCO·Stock Market·Technology

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

Flex Ltd got a roughly 1% bump Wednesday, sending the shares up to $64.95 by early afternoon in New York. The contract manufacturer’s stock has swung from $63.58 to $66.24 during the session.

11 February 2026

NASDAQ:FLEX·Technology

Microsoft stock sinks 2% in New York trade as AI capex doubts linger for MSFT

Microsoft Corp shares gave up early gains and dropped 2.3% by late Wednesday morning in New York, changing hands at $403.74. After starting the session at $416.20, the stock touched an intraday low of $402.91.

11 February 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market·Technology

Technology 11 February 2026 - 12 February 2026

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

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

AMD stock ticks up as CEO Lisa Su lines up a $26.7 million share sale

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

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

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

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

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

BigBear.ai stock ticks higher in premarket as Feb. 18 share vote nears

Tesla stock ticks up premarket as Tencent WeChat tie-up puts China back in focus

Snap stock ticks higher premarket after Texas sues Snapchat over kids’ safety claims

Intel stock nudges up in premarket as CPI looms after U.S. jobs surprise

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

Samsung says it shipped HBM4 chips as AI memory race with SK Hynix, Micron tightens

Sandisk stock jumps before the bell as AI memory headlines hit again

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

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

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

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

Microsoft stock sinks 2% in New York trade as AI capex doubts linger for MSFT

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Ford Shares Steady With Majority of 2026 Cash-Flow Target Unmet Heading Into H2

Credo Technology Stock (NASDAQ:CRDO) Recovers; 20-Times Sales Multiple Calls for Further Expansion

Rigetti Computing Heads Into Earnings With Revenue Focus, $569 Million Capital Buffer In Spotlight

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