AI 18 February 2026 - 26 February 2026

UiPath shares rose 0.2% to $9.96 in Thursday premarket trading after joining the Agentic AI Foundation as a Gold member. The company will work on open standards for AI agents as investors await its March 11 earnings. UiPath stock closed Wednesday down 1.6% at $9.94, with 52.5 million shares traded. Software stocks remain volatile amid scrutiny over AI monetization.

Intel shares fell 0.7% to $46.54 in premarket trading Thursday after a two-day rise. The move follows news of a multi-year AI inference partnership with SambaNova Systems, which just raised $350 million. Nvidia’s strong results failed to boost chip stocks broadly, with U.S. futures little changed. Intel stock remains 14% below its January 52-week high.

Intel shares rose 1.65% to $46.88 Wednesday, then slipped 0.2% after hours, following news of a multi-year AI collaboration with SambaNova. SambaNova raised $350 million in new funding, with Intel Capital participating. SoftBank will deploy SambaNova’s SN50 chip in Japan later this year. Intel’s stock remains 14% below its 52-week high.

SoundHound AI shares rose 3.1% to $8.62 in premarket trading Wednesday after the company launched its “Sales Assist” voice AI agent for retail teams. The stock jumped 6.8% Tuesday on heavy volume. SoundHound will report fourth-quarter and full-year results after markets close Thursday. Demos of the new product are scheduled for Mobile World Congress in Barcelona next week.

Intel shares rose about 6% Tuesday after SambaNova announced a multi-year AI inference partnership and a $350 million funding round. SoftBank will be the first customer for SambaNova’s new SN50 chip in Japan. Intel closed at $46.12 before slipping 0.2% after hours. Traders are watching Nvidia’s earnings due after Wednesday’s close.

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.

Micron shares rose 2.6% to $428.17 Friday as traders tracked AI-driven demand for memory chips. CEO Sanjay Mehrotra said Micron is investing over $2.7 billion in an advanced facility in Gujarat, India. The iShares Semiconductor ETF gained about 1%. Investors await Nvidia’s earnings report on Wednesday for further signals.

AMD shares fell 0.3% to $202.73 Friday after reports the company will backstop a $300 million Goldman Sachs loan for AI cloud startup Crusoe to buy AMD chips. The deal would see AMD lease back hardware if Crusoe fails to find customers. Nvidia shares were little changed. Investors are focused on Nvidia’s earnings next week amid questions about real AI demand.

Micron shares fell 1% after hours to $417.35 following reports that Samsung is seeking about $700 per HBM4 chip, up to 30% above HBM3E prices. Samsung stock hit a record high in Seoul. U.S. markets closed lower as investors awaited Friday’s PCE inflation data.

AMD rose 1.6% after reports it will guarantee a $300 million loan for Crusoe to buy its AI chips. Nvidia was little changed as investors weighed its multi-year AI chip supply deal with Meta. The iShares Semiconductor ETF fell 0.6% in after-hours trading. Microsoft and Alphabet slipped, while Broadcom edged higher.

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.

Nebius Group shares rose 2.6% to $100.05 Wednesday after Orbis Investment Management disclosed a 1.5% stake in a regulatory filing. Trading volume topped 10 million shares. Investors are watching Nvidia’s results next week for signals on AI spending and chip supply. Nebius reported Q4 revenue of $227.7 million, up 547% year-over-year.

Nvidia shares rose about 2% after Meta expanded a long-term AI infrastructure partnership, covering millions of Nvidia GPUs and CPUs. Cadence Design Systems jumped 9% on strong quarterly results, while Analog Devices gained after an upbeat forecast. Meta shares edged up 0.2%. Arista Networks fell nearly 2.5% amid concerns over Nvidia’s networking push.