AI 9 February 2026 - 13 February 2026

Algorhythm Holdings stock jumps about 30% after-hours after SemiCab AI freight report
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Algorhythm Holdings stock jumps about 30% after-hours after SemiCab AI freight report

Algorhythm Holdings (RIME) jumped about 30% to $1.08 in after-hours trading Thursday after releasing a white paper on its SemiCab logistics platform. The report claimed customers scaled freight volumes by up to 400% without more staff. Shares of Landstar System and C.H. Robinson fell over 14% as investors reacted to potential AI disruption in logistics. RIME’s market value stands near $6 million.
February 13, 2026
CoreWeave stock price flips higher after a 5% dip as AI nerves hit tech
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CoreWeave stock price flips higher after a 5% dip as AI nerves hit tech

CoreWeave shares rose 0.2% to $95.36 after swinging between $90.38 and $97.67, with 15.3 million shares traded. SEC filings showed insider selling, including a proposed 50,000-share sale under Rule 144 and trades by Chief Development Officer Brannin McBee under a 10b5-1 plan. Broader tech stocks fell. Investors await Friday’s U.S. inflation data and CoreWeave’s earnings on Feb. 26.
February 12, 2026
Intel stock price today: INTC slips as Rakuten AI telecom deal puts MWC in focus
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Intel stock price today: INTC slips as Rakuten AI telecom deal puts MWC in focus

Intel shares fell 0.9% to $47.87 Thursday morning, lagging gains in other chip stocks despite renewed focus on its telecom AI strategy. The stock moved between $47.44 and $48.95. Investors remain cautious, seeking proof that Intel’s network and edge efforts will generate real orders. Traders are watching Mobile World Congress in March for customer wins or deployment news.
February 12, 2026
Cisco raises 2026 forecast on AI networking demand — but CSCO slips after hours
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Cisco raises 2026 forecast on AI networking demand — but CSCO slips after hours

Cisco raised its fiscal 2026 revenue forecast to $61.2–$61.7 billion, citing $2.1 billion in AI infrastructure orders from hyperscalers and an 18% rise in product orders. Shares fell 5.5% after hours despite beating earnings estimates with $1.04 per share on $15.35 billion in second-quarter revenue. Networking revenue jumped 21%, while security fell 4%. Cisco lifted its dividend 2% to 42 cents.
February 12, 2026
Intel stock price rises as INTC rides chip rally, eyes MWC 2026 AI showcase
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Intel stock price rises as INTC rides chip rally, eyes MWC 2026 AI showcase

Intel shares rose 2% to $48.08 Wednesday, trading on heavy volume as chip stocks advanced. The move followed Intel’s announcement it will showcase AI inference for mobile networks at Mobile World Congress. The company also projected first-quarter revenue of $11.7–$12.7 billion and said it was surprised by server CPU demand. Intel is investing in AI chip startup SambaNova Systems, according to sources.
February 11, 2026
Google’s AI push hits staff: take a buyout if you’re not “all in”
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Google’s AI push hits staff: take a buyout if you’re not “all in”

Google is offering voluntary exit packages to some U.S. staff in its Global Business Organization, excluding major customer-facing sales teams, according to an internal memo. The offer follows Alphabet’s report of record $402.8 billion revenue in 2025 and plans for up to $185 billion in capital spending this year. Chief business officer Philipp Schindler urged employees to embrace faster AI-driven changes.
February 11, 2026
Microsoft’s new AI data-center bet: superconducting cables to squeeze more power in less space
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Microsoft’s new AI data-center bet: superconducting cables to squeeze more power in less space

Microsoft is testing high-temperature superconductor power lines for data centers as U.S. grid constraints delay expansion. Early results show the cables can carry as much power as conventional lines in less space, but high costs and cooling demands may keep the technology in pilot stages. Microsoft has not disclosed investment amounts or deployment timelines.
February 10, 2026
Google’s AI Overviews draw a fresh EU antitrust complaint from publishers
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Google’s AI Overviews draw a fresh EU antitrust complaint from publishers

The European Publishers Council filed an EU antitrust complaint against Google, alleging its AI Overviews in Search use journalism without consent, opt-outs, or fair pay. The move comes as the European Commission investigates Google’s AI use of publisher content. The complaint claims Google’s AI features threaten publishers’ traffic and revenue. Google has not commented.
February 10, 2026
Cisco’s new Silicon One G300 AI networking chip takes on Broadcom and Nvidia
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Cisco’s new Silicon One G300 AI networking chip takes on Broadcom and Nvidia

Cisco unveiled its Silicon One G300 switch chip and new data center systems Tuesday, targeting AI clusters and rival offerings from Broadcom and Nvidia. The G300, built on TSMC’s 3-nanometer process, is expected to deliver 102.4 Tbps switching capacity and go on sale in the second half of 2026. Cisco claims the design can cut AI job completion time by 28% and improve energy efficiency by nearly 70%.
February 10, 2026
Cadence’s new ChipStack AI “super agent” claims 10x faster chip design work
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Cadence’s new ChipStack AI “super agent” claims 10x faster chip design work

Cadence launched its ChipStack AI Super Agent, claiming it can automate chip design and verification tasks up to 10 times faster. Early users include Nvidia, Altera, and Tenstorrent. Cadence said the tool uses “agentic AI” to generate and check designs from high-level specs. Analysts noted rising interest in AI-driven productivity tools amid U.S.-China chip rivalry.
February 10, 2026
Oracle (ORCL) stock pops again before the open as Wall Street splits on its OpenAI bet
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Oracle (ORCL) stock pops again before the open as Wall Street splits on its OpenAI bet

Oracle shares climbed 1.5% in premarket trading Tuesday after a 9.7% surge Monday, trading near $158.95. D.A. Davidson upgraded the stock, citing optimism about Oracle Cloud Infrastructure and OpenAI contracts, while Melius Research downgraded it, warning of cash flow and competitive risks. Oracle remains far below its 52-week high of $345.72. The company plans to raise up to $50 billion in 2026 to fund cloud growth.
February 10, 2026
Google stock slips in premarket as Alphabet’s $20B bond sale puts AI spending back in focus
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Google stock slips in premarket as Alphabet’s $20B bond sale puts AI spending back in focus

Alphabet shares slipped 0.1% to $324.14 in premarket trading after the company sold $20 billion in investment-grade bonds to fund AI data center and chip expansion. CEO Sundar Pichai last week projected 2026 capex at $175–185 billion. Traders are watching funding costs and upcoming U.S. macro data for further moves. Waymo expanded fully autonomous operations to Nashville.
February 10, 2026
EU threatens Meta with quick WhatsApp action over rival AI chatbots
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EU threatens Meta with quick WhatsApp action over rival AI chatbots

EU antitrust regulators sent formal charges to Meta over WhatsApp policies blocking third-party AI assistants and are considering interim measures to keep access open during the investigation. Meta disputes WhatsApp’s role as a key gateway and says users can access other chatbots elsewhere. The probe centers on Meta’s move to restrict WhatsApp Business API access to its own AI assistant.
February 9, 2026
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