Marcin Frąckiewicz

Oracle stock price rises as AI data-center power deals keep ORCL in focus

Oracle stock price rises as AI data-center power deals keep ORCL in focus

Oracle shares rose 1.1% to $157.93 in late-morning trading Thursday, extending gains after a sharp drop earlier in the week. The move followed news of a long-term DTE Energy deal to supply 1.4 gigawatts of power to Oracle’s planned Michigan data center. Michigan regulators approved the contract with conditions to protect other customers. Investors await Oracle’s March update for signals on spending and cloud demand.
February 19, 2026
Lumentum stock jumps nearly 5% as Wall Street keeps raising targets on AI optics demand

Lumentum stock jumps nearly 5% as Wall Street keeps raising targets on AI optics demand

Lumentum shares climbed 4.9% to $623.32 by late morning Thursday after Mizuho raised its price target to $645, citing strength in AI-driven data-center optics. The company recently reported quarterly revenue of $665.5 million and forecast up to $830 million for the current quarter. SEC filings showed two executives sold shares under pre-set trading plans. Investors await management appearances later this month for updates.
February 19, 2026
Palo Alto Networks stock slides again: PANW extends post-earnings drop as deal costs bite

Palo Alto Networks stock slides again: PANW extends post-earnings drop as deal costs bite

Palo Alto Networks shares fell 1.7% to $149.80 Thursday after forecasting lower-than-expected third-quarter adjusted profit, citing higher acquisition costs. The company reported fiscal Q2 revenue up 15% to $2.59 billion and non-GAAP profit of $1.03 per share, but guided Q3 adjusted earnings to 78–80 cents, below analyst estimates. Palo Alto also announced plans to acquire Israeli startup Koi.
February 19, 2026
Exxon Mobil stock price rises as oil hits six‑month high; Guyana update keeps XOM in focus

Exxon Mobil stock price rises as oil hits six‑month high; Guyana update keeps XOM in focus

Exxon Mobil shares rose 1.1% to $152.28 Thursday as Brent crude hit $71.48 and WTI reached $66.35 on Middle East supply fears. Exxon said its Guyana Uaru and Whiptail projects are ahead of schedule, with output targets of 1.15 million bpd and 1.4 million bpd. Parts of Stabroek Block remain under force majeure due to the Guyana-Venezuela dispute. U.S. inventory data is due later Thursday.
February 19, 2026
Super Micro (SMCI) stock jumps 5% in Thursday trade — what’s moving the price now

Super Micro (SMCI) stock jumps 5% in Thursday trade — what’s moving the price now

Super Micro Computer shares rose 5.5% to $31.35 in late-morning trading Thursday, rebounding after two days of losses despite a weaker S&P 500. Trading volume reached about 23.9 million shares. Investors focused on AI infrastructure demand and upcoming margin commentary ahead of early March meetings. The stock remains well below its 52-week high of $66.44.
February 19, 2026
Figma (FIG) stock price jumps after outlook beat; March AI credits are the next test

Figma (FIG) stock price jumps after outlook beat; March AI credits are the next test

Figma shares rose 6.7% to $25.82 Thursday after reporting 40% fourth-quarter revenue growth and a higher 2026 forecast. The company will start charging for AI credits in March, with CFO Praveer Melwani warning of margin pressure from AI costs. The stock remains down over 80% from its 2025 high. Analyst reactions were mixed, with targets ranging from $30 to $35.
February 19, 2026
eBay stock jumps after $1.2 billion Depop deal and upbeat forecast lifts EBAY shares

eBay stock jumps after $1.2 billion Depop deal and upbeat forecast lifts EBAY shares

eBay shares rose 4.6% to $85.99 after announcing a $1.2 billion cash deal to acquire Depop and raising its outlook. The company reported fourth-quarter revenue up 15% to $3.0 billion, lifted its dividend, and expanded its buyback program. Etsy, which is selling Depop, gained 9.7%. Investors await eBay’s management call for more details on the deal and 2026 demand.
February 19, 2026
Alphabet Class C (GOOG) stock rises on Google’s Shopee AI deal — what traders watch next

Alphabet Class C (GOOG) stock rises on Google’s Shopee AI deal — what traders watch next

Alphabet’s Class C shares rose 0.4% to $305.29 late Thursday morning as Google announced a partnership with Sea Ltd to develop AI shopping tools for Shopee and expand payments collaboration. The European Commission has asked advertisers for feedback on possible manipulation of Search ad auction prices but has not launched a formal probe. YouTube resolved a brief outage that affected over 320,000 U.S. users.
February 19, 2026
Occidental Petroleum (OXY) stock price jumps nearly 9% after earnings beat, dividend hike and debt move

Occidental Petroleum (OXY) stock price jumps nearly 9% after earnings beat, dividend hike and debt move

Occidental Petroleum shares rose about 9% Thursday after the company reported adjusted quarterly income of $315 million and raised its dividend by over 8%. Occidental also cut $5.8 billion in debt since December, launched a $700 million bond buyback, and completed the $9.7 billion sale of OxyChem to Berkshire Hathaway. Brent crude traded near six-month highs.
February 19, 2026
Deere stock jumps as John Deere lifts 2026 profit view, flags $1.2 billion tariff bill

Deere stock jumps as John Deere lifts 2026 profit view, flags $1.2 billion tariff bill

Deere shares surged 12% to $664.61 after the company raised its 2026 profit outlook and beat quarterly estimates. First-quarter net income dropped to $656 million, but sales climbed 13% to $9.61 billion, led by gains in construction and small-ag segments. The company held its annual tariff cost estimate at $1.2 billion. Deere expects large-ag sales to fall up to 10% this year.
February 19, 2026
Why Bank of America stock (BAC) is moving today: Fed rate cues and BofA Rewards revamp

Why Bank of America stock (BAC) is moving today: Fed rate cues and BofA Rewards revamp

Bank of America shares fell 1.5% to $52.54 in late-morning New York trade Thursday, with about 17 million shares changing hands. Other major U.S. banks also declined after Fed minutes signaled no urgency to cut rates. Bank of America will launch a new BofA Rewards program on May 27, replacing Preferred Rewards. Vice Chair Bruce Thompson reported vesting of restricted stock units in a Feb. 15 Form 4 filing.
February 19, 2026
AMD stock rises as SEC filing lays out Lisa Su’s $75 million stock-price bet

AMD stock rises as SEC filing lays out Lisa Su’s $75 million stock-price bet

AMD shares rose 1.2% to $202.51 Thursday after a filing revealed its board approved a $75 million, performance-based equity award for CEO Lisa Su, tied to stock-price targets through 2031, including a $600 hurdle. CFO Jean Hu sold about 20,000 shares under a pre-arranged plan, according to a separate filing. Chip stocks were mixed; Nvidia was flat, Intel fell 1.6%.
February 19, 2026
Amazon stock price today: AMZN slips as Morgan Stanley sticks with $300 target, insider sale disclosed

Amazon stock price today: AMZN slips as Morgan Stanley sticks with $300 target, insider sale disclosed

Amazon shares slipped 0.3% to $204.15 by late morning Thursday amid a broader tech decline. SEC filings showed retail chief Douglas Herrington sold 4,784 shares under a preset plan. Morgan Stanley reiterated an Overweight rating, citing AWS growth and AI shopping agents as key factors. The Dow, S&P 500, and Nasdaq were all lower in early trading.
February 19, 2026
DoorDash stock jumps after outlook beat — but the cost bill is climbing

DoorDash stock jumps after outlook beat — but the cost bill is climbing

DoorDash shares rose 3% to $178.87 Thursday after the company projected first-quarter gross order value of $31–$31.8 billion, topping estimates. Profit guidance lagged forecasts as DoorDash ramps spending on a multi-brand tech overhaul. Fourth-quarter orders jumped 32% to 903 million, with revenue up 38% to $4 billion. The board authorized a $5 billion share buyback, but no stock had been repurchased as of Feb. 17.
February 19, 2026
Meta stock price today: META holds up on Nvidia AI chip pact, smartwatch report

Meta stock price today: META holds up on Nvidia AI chip pact, smartwatch report

Meta shares rose 0.1% to $643.8 Thursday morning, bucking a 0.4% drop in major U.S. indexes. Nvidia confirmed a multi-year deal to supply Meta with millions of AI chips, including upcoming Blackwell and Rubin lines. Meta also revived plans to launch its first smartwatch later this year, according to Reuters. Chip stocks were mixed, with Nvidia up 0.1%, AMD up 1%, and Intel down 1.5%.
February 19, 2026
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