AI Trends 11 February 2026 - 1 April 2026

AERT Stock Edges Up 3% Ahead of Holiday Weekend, Faces AI Drive and Nasdaq Risk
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AERT Stock Edges Up 3% Ahead of Holiday Weekend, Faces AI Drive and Nasdaq Risk

Aeries Technology stock finished the week in the green. Shares dropped Friday, but traders still looked at a new AI platform launch, the price stuck below $1 and Nasdaq listing problems that aren't yet resolved. AERT slipped 1.99% to end Friday at $0.710, moving between $0.700 and $0.760 over the session. Shares are still up about 2.9% from the May 15 close of $0.690. Friday’s volume was 120,800 shares. The company’s market cap was about $34.6 million, leaving it as one of the smaller, lightly traded stocks in the U.S. market.
May 23, 2026
RELX PLC Buyback Gains Pace as AI Worries Shadow April Trading Update
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RELX PLC Buyback Gains Pace as AI Worries Shadow April Trading Update

RELX PLC ramped up its new buyback, snapping up 3.43 million shares from March 23 to March 27 as part of the £350 million scheme announced last week. Those shares are headed for the company’s treasury instead of immediate cancellation. This marks the first weekly disclosure since RELX shifted to a broker-led, non-discretionary buyback plan—J.P. Morgan is handling trades, but only within fixed parameters, with no daily involvement from the company itself. RELX rolled out this tranche right after wrapping up a £450 million buyback on March 20. The latest program slots into the company’s wider £2.25 billion repurchase push, which runs through 2026.
April 1, 2026
RELX Stock Near 2,400p as Fresh £350 Million Buyback Meets AI Doubts
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RELX Stock Near 2,400p as Fresh £350 Million Buyback Meets AI Doubts

RELX edged down 0.21% to 2,393 pence at 14:23 GMT on Friday, sticking close to the 2,400 pence mark. The data and analytics firm, listed in London, has filed to list 72,000 new ordinary shares for its employee share purchase plan. Trading is set to begin on March 30. A brief filing hit a stock already struggling to find its footing. RELX kicked off a £350 million buyback on Monday, set to run through April 22, after wrapping up a £450 million round just last week. Investors, though, aren’t budging on their distinctions between perceived AI winners and those they see as at risk.
March 27, 2026
RELX Stock Price Today: Shares Edge Higher as Buybacks Continue, AI Debate Persists
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RELX Stock Price Today: Shares Edge Higher as Buybacks Continue, AI Debate Persists

RELX traded slightly up in London on Thursday, shrugging off weakness in the wider market as it pressed on with its share buyback program. Shares changed hands at 2,602 to 2,604 pence, gaining 11 pence, or 0.42%, by 1325 GMT. The FTSE 100, by comparison, slipped 0.58%. RELX is now in the spotlight as investors gauge how AI risk is shaping valuations across professional data and legal research. Shares were sitting at four-year lows right after last month’s annual results, according to Reuters, with worries swirling over Anthropic's legal AI tools disrupting segments of RELX’s business. Still, the company maintained that artificial intelligence would fuel growth for "many years to come."
March 12, 2026
Why Applied Materials (AMAT) Stock Is Sliding Even as AI Chip Spending Stays Hot
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Why Applied Materials (AMAT) Stock Is Sliding Even as AI Chip Spending Stays Hot

Applied Materials, Inc. dropped 3.1% on Thursday, closing at $346.53. That brings the chip-equipment giant roughly 12.5% under its February 25 peak, when AI enthusiasm had sent the stock surging. This drop stands out—Applied is widely seen as a direct way to play the AI push on Wall Street. Shares shot up 11% last month after the company posted a bullish forecast. “Artificial intelligence infrastructure demand is immense, and supply is scarce,” noted Morningstar’s William Kerwin.
March 6, 2026
Western Digital flags hyperscaler orders through 2028 as AI video tests storage supply
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Western Digital flags hyperscaler orders through 2028 as AI video tests storage supply

Western Digital disclosed that major cloud clients have locked in hard drive orders running out to 2028—a level of long-term commitment unusual for what’s typically a cyclical sector. The stock slipped about 2% on Thursday. https://www.marketscreener.com/news/transcript-western-digital-corporation-presents-at-morgan-stanley-technology-media-telecom-conf-ce7e5cd2dd80f620 Why it matters now: Data-center budgets have pivoted toward artificial intelligence lately, with a wave of investment moving beyond just text into the much heavier realm of images and video—demanding far more storage. With the hard-drive market dominated by a handful of major players, buyers are moving quickly to secure inventory up front instead of scrambling to find it down the road.
March 5, 2026
Nvidia stock slips as AI stocks turn choppy again; what traders watch next week
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Nvidia stock slips as AI stocks turn choppy again; what traders watch next week

New York, Feb 19, 2026, 13:18 — Regular session Nvidia dropped 1.1% to $185.93 by midday Thursday, adding to the drag on AI names with chip stocks trailing a muted Wall Street. Super Micro Computer, on the other hand, popped 5.1% to $31.23. The iShares Semiconductor ETF gave up 1.5%. SPY, which tracks the S&P 500, slipped 0.6%, while QQQ, tied to the Nasdaq-100, lost 0.7%. Microsoft edged 0.5% lower.
February 19, 2026
AI stocks head into Tuesday reopen as Nvidia, Microsoft slide and “AI spend” doubts linger
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AI stocks head into Tuesday reopen as Nvidia, Microsoft slide and “AI spend” doubts linger

New York, February 16, 2026, 16:03 — Market's done for the day. This year, AI-centric megacaps have shed significant market value, with investors wary about how quickly hefty bets on artificial intelligence might deliver results. Monday’s Washington’s Birthday holiday kept U.S. stock markets shut, putting the sector on pause until trading resumes Tuesday.
February 16, 2026