Marcin Frąckiewicz

Arista Networks stock drops as tariff jitters hit tech; what ANET investors watch next
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Arista Networks stock drops as tariff jitters hit tech; what ANET investors watch next

Arista Networks shares fell 3.1% to $128.62 Monday as U.S. tech stocks dropped after President Trump announced new global tariffs. Cisco and Hewlett Packard Enterprise also declined, while Nvidia edged higher. Investors are watching for Nvidia’s earnings and Arista’s investor events later this week. Bridgewater projects Big Tech will spend $650 billion on AI infrastructure in 2026, up from $410 billion in 2025.
February 23, 2026
Nvidia stock bucks tariff-hit tech slide as $650 billion AI spending forecast raises the stakes
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Nvidia stock bucks tariff-hit tech slide as $650 billion AI spending forecast raises the stakes

Nvidia shares rose 0.2% to $190.28 on Monday, bucking declines in other U.S. AI megacaps amid renewed tariff uncertainty. Microsoft, Amazon, and Meta dropped between 2.1% and 2.9% in midday trading. Bridgewater estimates Alphabet, Amazon, Meta, and Microsoft will spend about $650 billion on AI infrastructure in 2026, up from $410 billion in 2025. Traders await Nvidia’s results for signs of AI demand and spending shifts.
February 23, 2026
Silver price today: near $87 as Trump tariff reset drives a fresh rush into havens

Silver price today: near $87 as Trump tariff reset drives a fresh rush into havens

Spot silver rose 2.8% to $86.93 an ounce by late morning Monday, hitting a two-week high as tariff news spurred haven buying. Shares of the iShares Silver Trust ETF also gained 2.8%. The Dow fell 1.44% and 10-year Treasury yields dropped to 4.056%. Silver remains volatile, down 37% since late January’s record, with investors watching for U.S. labor data and Fed signals.
February 23, 2026
Lam Research stock slides as tariff fog hits tech — what LRCX investors are watching next
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Lam Research stock slides as tariff fog hits tech — what LRCX investors are watching next

Lam Research shares dropped 2.5% to $238.83 in midday trading Monday, outpacing declines in other chip stocks as renewed U.S. tariff uncertainty hit tech names. The move followed President Trump’s announcement of a new 15% duty after a Supreme Court ruling. Investors are watching Nvidia’s earnings this week for signals on AI-driven chip demand. Lam’s outlook remains sensitive to shifts in trade policy and customer spending plans.
February 23, 2026
Dow Jones Industrial Average drops 750 points on Trump tariff twist — what Wall Street watches next
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Dow Jones Industrial Average drops 750 points on Trump tariff twist — what Wall Street watches next

The Dow Jones Industrial Average fell 771.73 points, or 1.56%, to 48,854.24 by midday Monday after President Trump imposed a 15% blanket tariff on U.S. imports. American Express and Salesforce shares led the decline, together accounting for about 222 points of the drop. Investors await Nvidia earnings Wednesday and U.S. consumer confidence data Tuesday.
February 23, 2026
India stock market today: Sensex rises 480 points, Nifty tops 25,700 on tariff relief; IDFC First Bank dives
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India stock market today: Sensex rises 480 points, Nifty tops 25,700 on tariff relief; IDFC First Bank dives

Mumbai’s Nifty 50 rose 0.55% and Sensex gained 0.58% Monday, led by financials and state-run banks after a U.S. Supreme Court ruling struck down Trump-era tariffs. IT stocks fell as Jefferies downgraded sector leaders over AI risks. IDFC First Bank plunged 16% after disclosing a suspected 5.9 billion-rupee fraud. The rupee closed at 90.8825 per dollar, up 0.1%.
February 23, 2026
DoorDash stock drops more than 5% as AI ‘agent’ memo rattles delivery apps
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DoorDash stock drops more than 5% as AI ‘agent’ memo rattles delivery apps

DoorDash shares fell 5.4% to $166.79 Monday after a research note warned AI agents could erode its fee advantage, calling the company “the poster child” for disruption. Uber dropped 3.7%, Instacart-parent Maplebear 1.4%. DoorDash also suspended service in parts of Connecticut due to a nor’easter. The decline followed a recent upbeat forecast and ongoing investor debate over platform loyalty and logistics.
February 23, 2026
AMD stock price slips below $200 as tariff jitters hit tech; Nvidia results loom
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AMD stock price slips below $200 as tariff jitters hit tech; Nvidia results loom

AMD shares fell 1.4% to $197.29 in late morning Nasdaq trading Monday as tech stocks declined after President Trump announced a new 15% tariff. About 8.3 million AMD shares traded between $194.42 and $199.34. Investors are watching Nvidia’s upcoming results for signals on AI chip demand. AMD recently detailed its “Helios” rack-scale AI system and a partnership with Tata Consultancy Services in India.
February 23, 2026
AppLovin stock dives nearly 9% as AI disruption chatter and tariff jitters hit software
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AppLovin stock dives nearly 9% as AI disruption chatter and tariff jitters hit software

AppLovin shares fell 9.2% to $380.23 Monday amid a broader selloff in software stocks after President Trump announced a new 15% global tariff. A bearish AI scenario note from Citrini Research and ongoing SEC scrutiny added pressure. The iShares Expanded Tech-Software ETF dropped about 5%. Investors are watching Nvidia’s earnings Wednesday for further direction.
February 23, 2026
Meta stock slides as Trump’s 15% tariff plan rattles tech — Wells Fargo still raises target
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Meta stock slides as Trump’s 15% tariff plan rattles tech — Wells Fargo still raises target

Meta shares fell 1.5% to $646.05 Monday as tech stocks dropped after President Trump announced a new 15% global tariff. Investors focused on Meta’s rising AI infrastructure costs, with 2026 capital expenditures forecast up to $135 billion. Wells Fargo raised its price target to $856, citing AI compute capacity. Meta also cut most staff stock options by 5% and declared a $0.525 quarterly dividend.
February 23, 2026
Eli Lilly stock jumps as Novo’s obesity-drug trial stumbles — what traders watch next
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Eli Lilly stock jumps as Novo’s obesity-drug trial stumbles — what traders watch next

Eli Lilly shares jumped 4% to $1,049.85 Monday after Novo Nordisk reported its obesity drug CagriSema trailed Lilly’s Zepbound in a head-to-head trial. Novo said CagriSema cut body weight by 23% over 84 weeks, compared to 25.5% for Zepbound. The FDA also cleared a new four-dose Zepbound pen for self-pay patients. Broader U.S. markets fell amid tariff concerns.
February 23, 2026
Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week
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Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

Broadcom shares rose 0.4% to $333.83 in Monday morning trading, with volume at 4.2 million shares. The move followed President Trump’s announcement of a new 15% global tariff, which sent U.S. stocks lower. Broadcom last week launched its BroadPeak chip for 5G/6G gear, claiming up to 40% power savings. The company reports fiscal Q1 results on March 4.
February 23, 2026
Netflix stock slides as DOJ antitrust probe and Warner bid deadline loom

Netflix stock slides as DOJ antitrust probe and Warner bid deadline loom

Netflix shares dropped 3.5% to $75.89 Monday as investors awaited a rival bid deadline in the Warner Bros. Discovery deal. The U.S. Justice Department has opened an antitrust investigation into Netflix’s proposed acquisition, seeking documents and sworn responses. Warner’s board gave Paramount Skydance until the end of Monday to submit a higher offer. A shareholder vote on the Netflix merger is set for March 20.
February 23, 2026
Apple stock price rises today: AAPL steadies as tariffs loom and March 4 product blitz nears
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Apple stock price rises today: AAPL steadies as tariffs loom and March 4 product blitz nears

Apple shares rose 0.9% to $267.03 in Monday morning trading despite a new 15% import duty announced by President Trump. The company will hold its annual shareholder meeting virtually on Feb. 24, with a vote on a “China Entanglement Audit” proposal. Apple is expected to unveil new products March 2–4, including a low-cost MacBook and iPhone 17e. March-quarter revenue is forecast to grow 13% to 16%.
February 23, 2026
Palantir stock drops nearly 4% in early trade as tariff shock hits tech — what to watch next for PLTR
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Palantir stock drops nearly 4% in early trade as tariff shock hits tech — what to watch next for PLTR

Palantir shares dropped 4% to $129.84 in Monday morning trading, tracking declines in other AI-linked software stocks. The slide followed President Trump’s announcement of a new 15% global tariff set to begin Tuesday. Investors are watching for late-week earnings from Nvidia, Snowflake, and Salesforce to gauge the outlook for AI spending.
February 23, 2026
Micron stock swings as tariff uncertainty hits chips and Nvidia earnings near
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Micron stock swings as tariff uncertainty hits chips and Nvidia earnings near

Micron shares rose 0.5% to $430.45 after an early drop, as chip stocks reacted to new U.S. tariffs announced by President Trump. Nvidia gained 1.8% while AMD slipped 0.9%. Micron forecast fiscal Q2 revenue of about $18.7 billion and plans a $24 billion NAND plant in Singapore. Traders are watching Nvidia’s Feb. 25 results for signals on AI server demand and memory pricing.
February 23, 2026
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