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Artificial Intelligence 16 February 2026 - 24 February 2026

Accenture stock sinks after OpenAI “Frontier Alliance” news as tariff, AI fears rattle Wall Street

Accenture stock sinks after OpenAI “Frontier Alliance” news as tariff, AI fears rattle Wall Street

Accenture shares fell 6.6% to $201.18 in after-hours trading Monday after a volatile session, tracking broad declines in U.S. stocks amid tariff uncertainty and renewed concerns over AI-driven job disruption. OpenAI named Accenture an anchor partner in its new enterprise “Frontier Alliance” initiative. The Dow closed down 1.66%, S&P 500 lost 1.04%, and Nasdaq slipped 1.13%. Accenture’s next earnings call is set for March 19.
IBM stock price dives after Anthropic’s COBOL AI tool rattles Wall Street — what to watch next

IBM stock price dives after Anthropic’s COBOL AI tool rattles Wall Street — what to watch next

IBM shares fell 13% to $223.35 in after-hours trading Monday after Anthropic launched an AI tool to speed up COBOL code modernization. Accenture and Cognizant shares also dropped about 6%. Investors are watching for IBM’s response and upcoming tech earnings. Broader markets declined as AI-driven automation fears hit consulting and legacy software stocks.
Blackstone stock price slides 6% after-hours as AI scare hits private credit — what traders watch next

Blackstone stock price slides 6% after-hours as AI scare hits private credit — what traders watch next

Blackstone Inc shares fell 6.2% to $113.71 in after-hours trading Monday, with volume over 18 million. The drop followed a broad selloff in financial stocks and rising concerns over AI-driven disruption and defaults in private credit. Apollo, KKR, and Blue Owl also posted sharp declines. Blackstone also agreed to buy a 24% stake in Banamex from Citigroup for about $2.5 billion.
Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks shares fell 2.5% to $144.96 Monday as software stocks slid after President Trump announced a new 15% global tariff. CrowdStrike, Zscaler, and Fortinet also dropped sharply. Palo Alto’s decline followed last week’s profit forecast cut and news of $2.3 billion in CyberArk-related costs. The S&P 500 software and services index was down nearly 3%.
Corning stock price jumps again as AI data-center demand keeps GLW in focus

Corning stock price jumps again as AI data-center demand keeps GLW in focus

Corning shares climbed 4.9% to $146.34 Monday, after UBS and Morgan Stanley raised their price targets to $160 and $127, respectively. The stock has surged about two-thirds this year, fueled by a $6 billion Meta supply deal and strong demand for fiber-optic products tied to AI data centers. Corning’s ex-dividend date is Feb. 26. Investor conferences are set for Feb. 27 and March 3.
CrowdStrike stock sinks nearly 9% as AI disruption fears bite and Stifel trims target

CrowdStrike stock sinks nearly 9% as AI disruption fears bite and Stifel trims target

CrowdStrike shares dropped 8.8% to $354.25 in Monday morning trading, following renewed concerns that AI tools could pressure cybersecurity budgets and software pricing. Stifel cut its price target to $480 from $600. Broader tech stocks also fell after President Trump announced a new 15% global tariff. Investors await CrowdStrike’s earnings report on March 3 for further guidance.
GOOG stock price: Alphabet Class C rises after Wells Fargo upgrade puts AI capex back in spotlight

GOOG stock price: Alphabet Class C rises after Wells Fargo upgrade puts AI capex back in spotlight

Alphabet Class C shares rose 0.3% to $315.87 Monday after Wells Fargo upgraded the stock and raised its target to $387, citing AI computing gains. The move came as tariffs imposed by President Trump weighed on broader market sentiment. Alphabet’s shares remain below their Feb. 3 high of $350.15. Investors await Nvidia’s earnings Wednesday for signals on AI demand.
Microsoft stock (MSFT) ends Friday lower; Xbox shake-up and AI spending cues in focus for Monday

Microsoft stock (MSFT) ends Friday lower; Xbox shake-up and AI spending cues in focus for Monday

Microsoft shares closed down 0.3% at $397.23 Friday, trailing broader tech gains. The company named Asha Sharma to lead its gaming division as Xbox chief Phil Spencer retires and Sarah Bond departs. Investors are watching Nvidia earnings and inflation data that could affect tech stocks. The S&P 500 and Nasdaq both ended higher after the Supreme Court struck down Trump-era tariffs.
Corning stock hits fresh highs after UBS lifts target to $160 as AI-fiber trade rolls on

Corning stock hits fresh highs after UBS lifts target to $160 as AI-fiber trade rolls on

Corning shares jumped 7.3% to $139.51 Friday after UBS upgraded the stock on rising data-center fiber demand, briefly topping $140 for the first time. The move followed a multiyear Meta Platforms contract and comes as hyperscaler capex forecasts surge. Corning’s year-to-date gain neared 60%. Investors will watch for further contract news next week.
Nvidia stock price (NVDA) in focus after $30 billion OpenAI stake report, with earnings next week

Nvidia stock price (NVDA) in focus after $30 billion OpenAI stake report, with earnings next week

Nvidia is nearing a $30 billion investment in OpenAI, sources told Reuters, as OpenAI seeks over $100 billion in funding. Nvidia shares closed Friday up 1.02% at $189.82 ahead of its Feb. 25 earnings report. Wall Street expects a 71% jump in earnings per share on $65.9 billion revenue. Investors await CEO Jensen Huang’s outlook on AI demand.
Figma stock price today: FIG climbs as Wall Street sizes up March AI pricing shift

Figma stock price today: FIG climbs as Wall Street sizes up March AI pricing shift

Figma shares climbed 2.4% to $26.45 Friday afternoon, extending gains after the company raised its 2026 revenue forecast to as much as $1.37 billion. The company plans to enforce AI credit limits in March, steering heavy users toward paid add-ons. Stifel and RBC Capital trimmed price targets, citing margin concerns and uncertainty over paid AI adoption. Figma ended 2025 with $1.7 billion in cash and marketable securities.
NICE stock price rises again premarket as $600 million buyback and AI metrics grab attention

NICE stock price rises again premarket as $600 million buyback and AI metrics grab attention

NICE Ltd shares rose 1.8% to $113.59 in premarket trading after reporting fourth-quarter profit of $150.6 million, up from $99.5 million a year earlier. Cloud revenue grew 14% in Q4, with AI annual recurring revenue up 66% to $328 million. The company forecast 2026 revenue of $3.17–$3.19 billion and announced a new $600 million share repurchase program pending its 2025 audited report.
Oracle stock price today: ORCL stays in the green as AI worries creep back in

Oracle stock price today: ORCL stays in the green as AI worries creep back in

Oracle shares rose 0.4% to $156.84 Thursday afternoon as Wall Street indexes slipped. The company plans to raise up to $50 billion in 2026 for cloud infrastructure, including a $20 billion at-the-market equity program and new bonds. Bondholders sued Oracle in January over losses linked to its AI buildout. The next earnings update is expected in mid-March.
Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta will deploy millions of Nvidia Blackwell and Rubin GPUs, along with Grace CPUs and Spectrum-X networking, under an expanded multi-year partnership. Nvidia said Meta will use “confidential computing” for WhatsApp and build new AI data centers. Financial terms and delivery schedules were not disclosed. Nvidia shares rose 1.6%, Meta 0.6% after the announcement.
Raspberry Pi shares surge on OpenClaw AI agent buzz as CEO Eben Upton buying draws retail traders

Raspberry Pi shares surge on OpenClaw AI agent buzz as CEO Eben Upton buying draws retail traders

Raspberry Pi shares surged 42% on Tuesday after CEO Eben Upton bought stock and traders bet on AI tools like OpenClaw running on its low-cost boards. The stock closed up 36% at 415 pence, lifting the company’s market value to about £1 billion. Investors cited growing interest in “local AI” on cheap devices instead of cloud servers. Raspberry Pi shipped 7.6 million units in 2025, but warned of risks from rising memory costs.
Aristocrat Leisure stock dips after AGM update: AI push, white-label exit in focus

Aristocrat Leisure stock dips after AGM update: AI push, white-label exit in focus

Aristocrat Leisure shares fell 0.65% to A$50.33 Thursday, underperforming the S&P/ASX 200, which rose 0.88%. The company told its AGM it will exit its low-return white-label online unit this year and invest more in AI. CEO Trevor Croker said trading is in line with plans, with results expected to be second-half weighted. Aristocrat expects to recover A$45 million in legal costs after settling with Light & Wonder.
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.
Nvidia stock, AMD and Applied Materials: AI stocks to watch after the Wall Street holiday

Nvidia stock, AMD and Applied Materials: AI stocks to watch after the Wall Street holiday

U.S. stock markets are closed Monday for Presidents Day, halting AI share trading until Tuesday. On Friday, Nvidia fell 2.2%, Broadcom dropped 1.8%, while Applied Materials jumped 8% after a strong forecast. Hyperscaler capex has surged to $660 billion, with S&P 500 buybacks down 7% from a year ago. Nvidia’s results on Feb. 25 and U.S. GDP data Friday are the next major events.
Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco stock set for Tuesday: new Silicon One G300 AI chip meets a margin squeeze

Cisco Systems shares closed Friday at $76.85, up 2.47%, after plunging 12.32% Thursday on margin concerns tied to higher memory costs. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Cisco’s latest update highlighted a push into AI networking chips, but gross margin fell to 67.5%, missing estimates. CEO Chuck Robbins cited price hikes and revised contracts to offset rising costs.
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