Marcin Frąckiewicz

ASX 200 futures point lower after record close as Australia shares eye Nvidia jitters, earnings
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ASX 200 futures point lower after record close as Australia shares eye Nvidia jitters, earnings

S&P/ASX 200 futures fell to 9,119.5 in early Friday trade, 56 points below Thursday’s record close. Miners and healthcare stocks led Thursday’s gains, with BHP up 2.2% and Ramsay Health Care jumping 10.4%. U.S. markets slipped overnight, led by a drop in the Nasdaq. TPG Telecom, Star Entertainment, and Coles are set to report earnings Friday.
February 26, 2026
Western Digital stock price slides as Nvidia jitters hit AI-linked storage names
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Western Digital stock price slides as Nvidia jitters hit AI-linked storage names

Western Digital shares fell 5.3% to $275.65 by midday Thursday, tracking declines in tech stocks after Nvidia’s results. The drop followed S&P Global Ratings’ upgrade of Western Digital to BBB- earlier in the week. The company recently redeemed senior notes and eliminated its Series A preferred stock. Management is set to present at Morgan Stanley’s TMT Conference on March 3.
February 26, 2026
CrowdStrike stock rebounds after AI scare as VAST partnership, FalconID rollout hit tape
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CrowdStrike stock rebounds after AI scare as VAST partnership, FalconID rollout hit tape

CrowdStrike shares rose 3.9% to $377.38 in midday trading Thursday, rebounding after a sharp selloff in cybersecurity stocks this week. The company announced a new AI partnership with VAST Data and launched FalconID, a multi-factor authentication product. Investors await CrowdStrike’s March 3 earnings report for updates on demand. DA Davidson cut its price target to $425 from $580, citing recent volatility.
February 26, 2026
UnitedHealth stock price drops as Medicare Advantage enrollment slips; UNH investors eye CMS rates
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UnitedHealth stock price drops as Medicare Advantage enrollment slips; UNH investors eye CMS rates

UnitedHealth Group shares fell 2.6% to $284.20 Thursday after federal data showed its Medicare Advantage enrollment dropped over 5% year-over-year to 9.3 million. The board approved a $2.21 quarterly dividend. A securities filing added a two-year holding period to CEO Stephen Hemsley’s stock options. CMS will announce final 2027 Medicare Advantage rates by April 6.
February 26, 2026
Corning stock price drops 4% as Citi’s $170 target puts OFC conference in focus
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Corning stock price drops 4% as Citi’s $170 target puts OFC conference in focus

Corning shares fell 4.1% to $153.90 by late Thursday morning, reversing after hitting a 52-week high the day before. Citigroup raised its price target to $170 and put Corning on a 30-day “catalyst watch” ahead of the Optical Fiber Communication conference in March. Traders are watching for management comments and updates on AI data-center optical demand. Trading volume neared 9.6 million shares as the Nasdaq dropped 1.3%.
February 26, 2026
Lumentum stock drops 5% in regular session — why LITE is swinging and what’s next
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Lumentum stock drops 5% in regular session — why LITE is swinging and what’s next

Lumentum shares fell 5.1% to $686.69 Thursday, reversing the prior day's gain, as the Nasdaq dropped 1.3%. The stock traded between $662 and $728 with no new company news since early February. Investors await updates from management’s investor meetings and a March 2 conference webcast. Wall Street’s average one-year price target stands at $565.29.
February 26, 2026
Alphabet (Google) Class C stock price slides as EU search shake-up looms; March 3 CFO talk next
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Alphabet (Google) Class C stock price slides as EU search shake-up looms; March 3 CFO talk next

Alphabet’s Class C shares dropped 2.9% to $303.93 Thursday morning after reports Google will test changes to its European search results as EU regulators review possible Digital Markets Act violations. Google also signed new power supply deals for data centers in Minnesota and Texas. A Russian court fined Google over 22 million roubles for distributing VPNs. Investors await CFO Anat Ashkenazi’s update on March 3.
February 26, 2026
Nvidia Stock Price Targets Pop After $78B Forecast as RBC, Truist Lift Views
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Nvidia Stock Price Targets Pop After $78B Forecast as RBC, Truist Lift Views

RBC raised its Nvidia price target to $250 and Truist to $283 after Nvidia forecast first-quarter revenue of about $78 billion, excluding China data-center compute sales. HSBC trimmed its target to $310, citing valuation and custom AI chip competition. Nvidia shares fell about 3% in early trading. Wall Street’s average target stands at $271.32, with most analysts rating the stock a buy.
February 26, 2026
Nvidia stock drops after earnings beat — NVDA investors eye China sales, March GTC
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Nvidia stock drops after earnings beat — NVDA investors eye China sales, March GTC

Nvidia shares fell 3.6% to $188.42 in early New York trading Thursday despite reporting quarterly revenue and earnings above Wall Street estimates and issuing a strong forecast. The company’s outlook excludes China data-center chip revenue, though Nvidia has U.S. licenses to ship limited H200 chips there. Traders await more details at Nvidia’s March GTC keynote.
February 26, 2026
PayPal stock holds near $47 after Stripe takeover report — what investors watch next
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PayPal stock holds near $47 after Stripe takeover report — what investors watch next

PayPal shares closed up 0.6% at $47.32 Wednesday, then slipped 0.3% after hours as takeover speculation swirled. Bloomberg reported Stripe is weighing a bid for PayPal or its assets, though both firms declined comment. PayPal also announced a partnership with Rainforest to expand embedded payments. CEO Enrique Lores is set to take over March 1 after Alex Chriss’s ouster.
February 26, 2026
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