Marcin Frąckiewicz

Oracle stock price rises as Michigan data-center power deal and Fed minutes keep ORCL in play
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Oracle stock price rises as Michigan data-center power deal and Fed minutes keep ORCL in play

Oracle shares rose 1.2% to $155.86 by late morning Wednesday after an early dip. DTE Energy announced a long-term deal to supply 1.4 gigawatts of power to Oracle’s planned Michigan data center. Investors focused on Oracle’s funding plans and capital spending as markets awaited Federal Reserve minutes. A securities class action seeks damages for Oracle shareholders over alleged risks tied to AI-related spending.
February 18, 2026
Eli Lilly stock slips even after Zepbound-Taltz psoriasis data; investors eye what’s next for LLY
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Eli Lilly stock slips even after Zepbound-Taltz psoriasis data; investors eye what’s next for LLY

Eli Lilly shares dropped 1.8% to $1,017.86 by late morning Wednesday, underperforming the S&P 500. The company reported late-stage trial data showing its Zepbound-Taltz combination improved skin and weight outcomes in psoriasis patients versus Taltz alone. Investors remain cautious about Lilly’s ability to expand use-cases and defend pricing as competition increases.
February 18, 2026
Microsoft stock steadies near $400 as AI spending pledge lands ahead of Fed minutes
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Microsoft stock steadies near $400 as AI spending pledge lands ahead of Fed minutes

Microsoft shares rose 0.8% to $399.97 Wednesday morning, pushing its market value near $3.6 trillion. The company pledged $50 billion in AI investments for developing markets by 2030 at a New Delhi summit. Investors await Federal Reserve meeting minutes at 2 p.m. EST for rate clues. CFO Amy Hood recently warned higher memory-chip costs could pressure cloud margins.
February 18, 2026
SLB stock price rebounds as Equinor awards OneSubsea North Sea upgrade — what to watch next
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SLB stock price rebounds as Equinor awards OneSubsea North Sea upgrade — what to watch next

SLB shares rose 2.6% to $51.14 in morning trading Wednesday after its OneSubsea joint venture won a subsea upgrade contract from Equinor for Norway’s Gullfaks field. Oilfield services stocks climbed as crude jumped nearly 3% following stalled Russia-Ukraine peace talks and renewed U.S.-Iran tensions. Investors are watching for U.S. inventory data and SLB’s conference appearances for further direction.
February 18, 2026
Lumentum stock price rises in New York after Mizuho lifts target to $645 — here’s what’s next
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Lumentum stock price rises in New York after Mizuho lifts target to $645 — here’s what’s next

Lumentum shares rose 1.2% to $607.53 Wednesday after Mizuho raised its price target to $645, citing strong AI-networking demand. The stock hit $615.26 earlier in the session. Lumentum recently reported Q2 revenue of $665.5 million and forecast Q3 revenue of $780 million to $830 million. Investors are watching upcoming events, including the OFC conference on March 17.
February 18, 2026
Applied Materials stock rises in regular session as chip tools rally; AMAT investors eye March talks
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Applied Materials stock rises in regular session as chip tools rally; AMAT investors eye March talks

Applied Materials shares climbed about 3% to $369.78 Wednesday morning, tracking gains across semiconductor stocks. The move followed last week’s upbeat forecast citing AI-driven investment. Management will speak at Morgan Stanley and Cantor Fitzgerald investor conferences in early March. Investors are watching for updates on chip equipment demand and any impact from the company’s $252 million U.S. export settlement.
February 18, 2026
Broadcom stock price steadies after early dip as Citi trims AVGO target, AI chip bets stay twitchy
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Broadcom stock price steadies after early dip as Citi trims AVGO target, AI chip bets stay twitchy

Broadcom rose 0.6% to $334.56 Wednesday morning, trading between $326.68 and $336.25. Citigroup cut its price target to $458, citing margin and competition concerns, while ARK funds bought $7.87 million in shares. Nvidia announced a major Meta chip deal, boosting semiconductor stocks. CloudBolt reported 86% of large firms are reducing VMware use amid pricing concerns.
February 18, 2026
Palantir (PLTR) stock price jumps 5% after Mizuho upgrade — what traders watch next
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Palantir (PLTR) stock price jumps 5% after Mizuho upgrade — what traders watch next

Palantir shares rose 5.3% to $140.07 Wednesday morning after Mizuho upgraded the stock to “Outperform” with a $195 target. The company said it will move its headquarters to Miami from Denver. A regulatory filing showed Palantir held 9.4% of Surf Air Mobility as of Dec. 31. Investors awaited the Federal Reserve’s January minutes due later in the day.
February 18, 2026
Intel stock rises in early trade as Nvidia-Meta deal lifts chip mood and Fed minutes loom
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Intel stock rises in early trade as Nvidia-Meta deal lifts chip mood and Fed minutes loom

Intel shares rose about 1% to $46.64 Wednesday, recovering from an earlier drop to $44.90 as chip stocks steadied. Nvidia gained 2.7% after announcing a multi-year AI chip deal with Meta, while Advanced Micro Devices slipped 1.4%. Investors await Federal Reserve meeting minutes at 2 p.m. EST and the PCE inflation report on Feb. 20. Intel remains below its Jan. 22 high of $54.60.
February 18, 2026
Micron stock price pops as Needham lifts target and Fed minutes loom
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Micron stock price pops as Needham lifts target and Fed minutes loom

Micron shares rose 3.3% to $412.79 in morning trading Wednesday after Needham raised its price target to $450, citing tighter memory supply and higher prices. The stock rebounded from a 2.9% drop Tuesday. Investors awaited Federal Reserve minutes due at 2 p.m. ET. Micron plans to invest $200 billion in U.S. chip manufacturing, with new fabs in Boise and near Syracuse, according to the Wall Street Journal.
February 18, 2026
Apple stock price edges up again as March 4 event nears and AI wearables report fuels bets
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Apple stock price edges up again as March 4 event nears and AI wearables report fuels bets

Apple shares rose 0.4% to $264.90 in early Wednesday trading, extending Tuesday’s rebound. Investors focused on Apple’s March 4 event and reports of new AI-enabled wearables tied to Siri. Berkshire Hathaway disclosed it cut its Apple stake by 4% last quarter but kept it as its largest holding. Federal Reserve meeting minutes are due at 2 p.m. EST.
February 18, 2026
Amazon stock rises after Morgan Stanley names it a Top Pick as AI spending returns come under scrutiny
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Amazon stock rises after Morgan Stanley names it a Top Pick as AI spending returns come under scrutiny

Amazon shares rose 2% to $205.09 Wednesday after Morgan Stanley named it a Top Pick, citing AI potential. The stock rebounded from a 9% drop earlier this month after Amazon outlined $200 billion in 2026 capital spending, sparking investor debate over cash flow and profitability. Tiger Global and Berkshire Hathaway trimmed Amazon stakes in recent filings. Federal Reserve minutes due later Wednesday may affect tech valuations.
February 18, 2026
Palo Alto Networks stock tumbles as profit outlook cut puts focus on deal costs
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Palo Alto Networks stock tumbles as profit outlook cut puts focus on deal costs

Palo Alto Networks shares fell 7.7% to $150.95 Wednesday after the company cut its fiscal 2026 adjusted earnings forecast to $3.65–$3.70 per share, citing higher integration costs from acquisitions. The cybersecurity firm raised its revenue outlook but forecast third-quarter adjusted profit below analyst estimates. Acquisition-related expenses rose to $24 million in the quarter.
February 18, 2026
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