Marcin Frąckiewicz

Microsoft stock rebounds as Japan antitrust raid targets Azure; Nvidia earnings in focus
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Microsoft stock rebounds as Japan antitrust raid targets Azure; Nvidia earnings in focus

Microsoft shares rose 2.5% to $398.72 Wednesday morning after Japan’s Fair Trade Commission raided Microsoft Japan’s offices over alleged anticompetitive Azure cloud practices. The stock traded between $390.21 and $399.11. Microsoft said it is cooperating with the investigation. Investors weighed the probe against ongoing heavy AI infrastructure spending.
February 25, 2026
AMD stock cools after Meta chip deal pop as traders weigh warrants and Nvidia earnings
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AMD stock cools after Meta chip deal pop as traders weigh warrants and Nvidia earnings

AMD shares fell 0.3% to $213.26 Wednesday after jumping 8.8% Tuesday on news of a Meta Platforms deal worth up to $60 billion over five years. The agreement includes performance-based warrants for Meta to buy up to 160 million AMD shares at $0.01 each, tied to chip purchases and stock price targets. Investors are awaiting Nvidia’s results for further signals on AI chip demand.
February 25, 2026
Circle (CRCL) stock jumps after USDC stablecoin growth lifts revenue — what investors watch next
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Circle (CRCL) stock jumps after USDC stablecoin growth lifts revenue — what investors watch next

Circle shares jumped over 20% early Wednesday after fourth-quarter revenue beat estimates, driven by a 72% surge in USDC circulation to $75.3 billion. Reserve income rose to $733 million, with total revenue reaching $770 million, above analysts’ forecasts. Distribution and transaction costs increased to $461 million. Investors remain focused on rate sensitivity and rising expenses.
February 25, 2026
Nvidia stock in focus ahead of earnings as options price a 5% swing for NVDA
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Nvidia stock in focus ahead of earnings as options price a 5% swing for NVDA

Nvidia shares rose about 1% at Wednesday’s open, trading at $194.49 ahead of quarterly results due after the close. Options markets are pricing a 5.5% swing post-earnings, with traders focused on guidance, Blackwell chip production, and gross margins. Advanced Micro Devices announced a major AI chip deal with Meta on Tuesday, intensifying competition. Analyst estimates for Nvidia’s revenue hover near $66 billion.
February 25, 2026
Walmart stock price today: WMT rallies on Barclays target hike, then cools after hours
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Walmart stock price today: WMT rallies on Barclays target hike, then cools after hours

Walmart shares closed up 1.2% at $127.26 Tuesday after Barclays raised its price target to $132, then slipped 0.4% in after-hours trading. The move followed a quarterly report showing $190.7 billion in revenue and 24% global e-commerce growth. Investors are watching defensive retail stocks as consumer confidence rises but job market signals soften. Walmart forecast fiscal 2027 net sales growth of 3.5% to 4.5%.
February 25, 2026
CoreWeave stock pops after Meta-backed loan report — what investors watch before earnings
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CoreWeave stock pops after Meta-backed loan report — what investors watch before earnings

CoreWeave shares closed up 9.3% at $99.30 Tuesday after reports the company is negotiating $8.5 billion in loans backed by a $14.2 billion Meta contract. Shares held steady after hours. The financing, involving banks including Morgan Stanley, could close by March, according to GuruFocus. Investors await CoreWeave’s earnings Thursday for updates on funding and data center capacity.
February 25, 2026
American Express (AXP) stock price holds near $320 after AI scare selloff — tariffs, Nvidia earnings ahead

American Express (AXP) stock price holds near $320 after AI scare selloff — tariffs, Nvidia earnings ahead

American Express shares fell 0.24% to $320.48 Tuesday and were steady after hours, following a sharp drop Monday that weighed on the Dow. Financial stocks slumped more than 3% Monday amid renewed tariff concerns after a Supreme Court ruling and threats of new levies. Capital One, Mastercard, Visa, and JPMorgan also posted steep losses. American Express traded between $316.07 and $323.58 during Tuesday’s session.
February 25, 2026
Intuit stock slides 5% after-hours despite Anthropic AI deal as INTU heads into earnings
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Intuit stock slides 5% after-hours despite Anthropic AI deal as INTU heads into earnings

Intuit shares fell 5.5% to $358.71 in after-hours trading Tuesday after the company announced a multi-year AI partnership with Anthropic. The deal will let mid-market businesses build custom AI agents using Anthropic’s Claude Agent SDK on Intuit’s platform. Investors are awaiting Intuit’s fiscal Q2 results, due Feb. 26. Broader U.S. markets closed higher, with the Nasdaq up 1.05%.
February 25, 2026
Eli Lilly stock price dips after-hours as Zepbound pen news meets Novo’s Wegovy price-cut plan
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Eli Lilly stock price dips after-hours as Zepbound pen news meets Novo’s Wegovy price-cut plan

Eli Lilly shares fell 1.6% to $1,042.15 Tuesday, then edged up 0.1% after hours, following FDA clearance of a four-dose Zepbound KwikPen for weight loss. The new device will cost $299 per month for cash customers. Novo Nordisk announced it will cut U.S. list prices for Ozempic and Wegovy by up to 50% starting in 2027. Investors weighed pricing moves and clinical trial results as competition intensified.
February 25, 2026
UnitedHealth stock extends slide after bell as Medicare Advantage deadline nears
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UnitedHealth stock extends slide after bell as Medicare Advantage deadline nears

UnitedHealth Group shares dropped 2.6% to $273.95 in after-hours trading Tuesday, extending a two-day slide ahead of Wednesday’s deadline for comments on the proposed 2027 Medicare Advantage payment update. The stock has lost about 5.5% over two sessions as investors brace for possible changes to government reimbursement rates that could affect 2027 profits.
February 25, 2026
Salesforce stock rebounds into earnings, then slips after hours as AI nerves stay in play
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Salesforce stock rebounds into earnings, then slips after hours as AI nerves stay in play

Salesforce shares closed up 4.1% at $185.42 Tuesday, then slipped 1.8% in after-hours trading ahead of quarterly results due Wednesday. Options pricing signals traders expect up to a 9% swing after earnings. Analysts forecast adjusted EPS of $3.05 on $11.18 billion revenue. The U.S. software index is down 24% this year amid investor anxiety over AI’s impact on jobs and profits.
February 25, 2026
Visa stock price stabilizes after AI “scare trade” rattles payments — what Wall Street watches next
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Visa stock price stabilizes after AI “scare trade” rattles payments — what Wall Street watches next

Visa shares closed up 0.23% at $307.22 Tuesday, rebounding slightly after a 4.5% drop Monday triggered by viral concerns over AI disrupting card fees. Trading was mixed across payment stocks, with Mastercard up 0.40%, PayPal up 6.74%, and American Express down 0.24%. Investors are watching for Visa’s March conference appearances and next earnings report.
February 25, 2026
JPMorgan stock holds near $297 as Dimon sticks to CEO timeline and bank leans into AI spend

JPMorgan stock holds near $297 as Dimon sticks to CEO timeline and bank leans into AI spend

JPMorgan Chase shares closed down 0.12% at $297.30 Tuesday and were steady after hours. The bank kept its 2026 expense target at $105 billion and plans to spend $19.8 billion on technology, with a quarter of new costs tied to AI. Investors are watching fee forecasts and consumer credit, as well as CEO Jamie Dimon's succession plans. The S&P 500 rose 0.77%, while bank stocks were mixed.
February 25, 2026
IBM stock price steadies after Anthropic’s COBOL AI scare — and traders eye the next trigger
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IBM stock price steadies after Anthropic’s COBOL AI scare — and traders eye the next trigger

IBM shares closed up 2.67% at $229.32 on Tuesday, rebounding after a 13% plunge Monday triggered by Anthropic’s claim that its Claude Code AI can speed up COBOL modernization on IBM-linked systems. IBM also announced a voice AI partnership with Deepgram for its watsonx Orchestrate product. Monday’s drop was IBM’s steepest since 2000, according to Reuters. Shares were little changed after hours.
February 24, 2026
Palantir stock price slides after software rout; investors eye Nvidia and inflation data
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Palantir stock price slides after software rout; investors eye Nvidia and inflation data

Palantir shares fell 3.4% to $128.75 Tuesday, cutting its market value to $433 billion amid a broad selloff in software stocks. The iShares Expanded Tech-Software ETF dropped 4.7%, while Snowflake, Datadog, and CrowdStrike also posted steep losses. Investors cited AI disruption risk and a viral research note predicting job losses. Nvidia’s earnings and U.S. inflation data are expected later this week.
February 24, 2026
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