Marcin Frąckiewicz

Cloudflare stock tumbles after outage hit routing feature — what to watch when trading reopens
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Cloudflare stock tumbles after outage hit routing feature — what to watch when trading reopens

Cloudflare shares fell 8.05% to $177.14 on Friday after the company reported network connectivity issues affecting some “bring your own IP” customers. The incident was resolved late Friday, but some clients needed to re-advertise their IP ranges. Investors await a detailed incident report and signs of customer fallout when markets reopen Monday.
February 21, 2026
Oracle stock price slides 5% after OpenAI’s $600 billion compute plan surfaces; ORCL traders eye Nvidia next
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Oracle stock price slides 5% after OpenAI’s $600 billion compute plan surfaces; ORCL traders eye Nvidia next

Oracle shares dropped 5.4% to $148.08 in after-hours trading Friday, underperforming a U.S. market lifted by the Supreme Court’s removal of Trump-era tariffs. The decline followed headlines on OpenAI’s soaring infrastructure costs and fundraising, with investors eyeing Nvidia’s Feb. 25 results and Oracle’s 2026 funding plan for further signals.
February 21, 2026
Johnson & Johnson stock price slides as DePuy sale talk builds — what investors watch next
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Johnson & Johnson stock price slides as DePuy sale talk builds — what investors watch next

Johnson & Johnson shares closed down 1.8% at $242.49 Friday, underperforming a rising market, after reports the company may sell its DePuy Synthes orthopedics unit in a deal potentially exceeding $20 billion. J&J also announced plans to invest over $1 billion in a new cell therapy facility in Pennsylvania. The company faces ongoing talc litigation and will pay a $1.30 dividend to shareholders of record on Feb. 24.
February 21, 2026
Exxon Mobil stock price falls after-hours as director Ubben plans May exit; oil jitters keep XOM in focus
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Exxon Mobil stock price falls after-hours as director Ubben plans May exit; oil jitters keep XOM in focus

Exxon Mobil shares fell 2.4% to $147.28 in after-hours trading Friday after director Jeffrey W. Ubben said he will not seek re-election at the May 27 annual meeting. The Golden Pass LNG project advanced toward first production, and the Uaru project offshore Guyana remains ahead of schedule. Exxon also filed a shelf registration for future debt offerings. Oil prices held near six-month highs.
February 21, 2026
Palo Alto Networks stock slides again as CyberArk deal costs stay in focus

Palo Alto Networks stock slides again as CyberArk deal costs stay in focus

Palo Alto Networks shares fell 1.5% to $148.70 in after-hours trading Friday after the company cut its fiscal 2026 adjusted profit forecast, citing higher integration costs from acquisitions including the $25 billion CyberArk deal. The firm also launched a cash tender offer for CyberArk’s $1.25 billion in convertible notes, with a repurchase deadline of March 24.
February 21, 2026
CoreWeave stock tumbles after Blue Owl financing report rattles AI data-center trade
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CoreWeave stock tumbles after Blue Owl financing report rattles AI data-center trade

CoreWeave shares fell 8.1% to $89.25 in after-hours trading Friday after renewed concerns over debt financing for a $4 billion Pennsylvania data-center project with Blue Owl. Blue Owl disputed reports it failed to secure funding, saying it is providing $500 million in bridge financing. Options trading spiked and implied volatility rose. Investors await CoreWeave’s Feb. 26 earnings for updates on demand and financing.
February 21, 2026
Bitcoin price jumps toward $68,000 as tariff ruling lifts risk mood; ETF outflows linger
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Bitcoin price jumps toward $68,000 as tariff ruling lifts risk mood; ETF outflows linger

Bitcoin climbed 1.6% to $68,015 in late U.S. trading Friday, while ether gained 1% to $1,967. The rebound followed a U.S. Supreme Court decision striking down Trump-era tariffs and came despite hotter inflation data. U.S. spot bitcoin ETFs saw a $165.8 million net outflow on Feb. 19, mostly from BlackRock’s IBIT. Traders await U.S. producer price data on Feb. 27 and PCE inflation on March 13.
February 21, 2026
Meta stock climbs after report of fresh equity-award cuts as smartwatch plan resurfaces
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Meta stock climbs after report of fresh equity-award cuts as smartwatch plan resurfaces

Meta shares rose 1.7% to $655.66 in after-hours trading Friday after reports the company cut annual stock awards by about 5% for most employees. Investors are watching Meta’s revived smartwatch plans and a Los Angeles jury trial where CEO Mark Zuckerberg denied Instagram targets children. Meta declined to comment on both the pay cuts and hardware reports.
February 21, 2026
XRP price today ticks higher as Coinbase opens $100k USDC loans — SEC deadline next
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XRP price today ticks higher as Coinbase opens $100k USDC loans — SEC deadline next

XRP climbed 1.4% to $1.43 after Coinbase began accepting the token as collateral for crypto-backed loans outside New York. Eligible U.S. users can borrow up to $100,000 in USDC, with a 49% loan-to-value cap and liquidations starting at 62.5%. The move comes as the SEC nears a Feb. 26 deadline on the T. Rowe Price Active Crypto ETF, which lists XRP as a potential holding.
February 21, 2026
Sandisk stock (SNDK) rises late after Western Digital’s $3.17 billion stake sale — what to watch next

Sandisk stock (SNDK) rises late after Western Digital’s $3.17 billion stake sale — what to watch next

Sandisk shares climbed 4.7% to $649.97 in after-hours trading Friday after Western Digital sold 5.8 million shares at $545 each in a secondary offering. Sandisk will not receive proceeds; Western Digital is using the sale to reduce $3.17 billion in debt. Investors are watching for further stock sales and upcoming management appearances starting Feb. 25. Western Digital shares rose 0.3%.
February 21, 2026
Gold price today: above $5,100 as weak U.S. GDP and tariff headlines stir haven demand
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Gold price today: above $5,100 as weak U.S. GDP and tariff headlines stir haven demand

Gold surged above $5,100 an ounce in late New York trade Friday, with spot prices last at $5,107.32, up 2.2%, after U.S. GDP data showed slower growth and inflation remained firm. April gold futures settled at $5,080.90. Traders cited fresh tariff threats from Trump and sticky inflation as drivers. In India, bullion dealers widened discounts as volatility curbed retail demand.
February 20, 2026
Microsoft (MSFT) stock slips despite director’s $2 million buy as AI spending stays under the microscope
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Microsoft (MSFT) stock slips despite director’s $2 million buy as AI spending stays under the microscope

Microsoft shares fell 0.3% to $397.23 Friday, trailing a broader Wall Street rally as investors weighed the company’s AI spending and governance signals. Director John W. Stanton bought 5,000 shares for about $2 million, according to an SEC filing. Microsoft pledged $50 billion in AI investment for developing countries and said it will match all electricity use with renewable energy. The company denied its tech is used for mass surveillance by U.S. immigration authorities.
February 20, 2026
Grail stock halves after UK cancer trial miss; FDA and Medicare stakes rise
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Grail stock halves after UK cancer trial miss; FDA and Medicare stakes rise

Grail shares fell about 50% to $50.21 in after-hours trading after its Galleri cancer blood test missed the main goal in a major UK trial. The study failed to show a statistically significant drop in late-stage cancers. Grail said it will release fuller data later this spring and extend trial follow-up. Investors are watching for U.S. regulatory and Medicare decisions.
February 20, 2026
Akamai stock tumbles 14% as profit outlook disappoints and memory costs jump
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Akamai stock tumbles 14% as profit outlook disappoints and memory costs jump

Akamai shares fell 14% in after-hours trading after the company warned that rising memory costs would hit near-term profit, forecasting first-quarter adjusted earnings below analyst estimates. The S&P 500 closed up 0.69% after the U.S. Supreme Court struck down Trump-era global tariffs. Investors await Nvidia’s results next week for signals on AI infrastructure spending.
February 20, 2026
ASX 200 today: Australian shares end week near records as banks cushion Rio Tinto hit
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ASX 200 today: Australian shares end week near records as banks cushion Rio Tinto hit

Australia’s S&P/ASX 200 slipped 4.8 points to 9,081.4 on Friday but gained 1.8% for the week after hitting a record high. Bank stocks rose on strong earnings, offsetting losses in miners after Rio Tinto’s annual results missed estimates. Investors are watching for upcoming results from Woodside, Woolworths, Coles, and Qantas. The Australian dollar held near $0.7056.
February 20, 2026
Comfort Systems USA (FIX) stock jumps on near-$12 billion backlog, dividend hike

Comfort Systems USA (FIX) stock jumps on near-$12 billion backlog, dividend hike

Comfort Systems USA shares jumped 6% Friday after reporting fourth-quarter net income of $330.8 million and a record $11.94 billion backlog. The company raised its quarterly dividend to $0.70 per share, payable March 17. Data center work will account for 45% of 2025 revenue, up from 33% in 2024. The stock traded at $1,455.73, up $82.21, at 3:37 p.m. EST.
February 20, 2026
Lam Research stock jumps on BofA top-pick call; Nvidia earnings are the next catalyst
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Lam Research stock jumps on BofA top-pick call; Nvidia earnings are the next catalyst

Lam Research shares climbed 2.4% to $243.19 Friday after BofA Securities reiterated a Buy rating and forecast $135 billion in 2026 wafer fabrication equipment spending. Nvidia, Applied Materials, and KLA also rose ahead of Nvidia’s earnings report next week, which analysts expect to show a 71% profit jump. Investors remain cautious about high valuations in AI-linked stocks.
February 20, 2026
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