AI 17 February 2026 - 25 February 2026

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.

Meta shares fell 1.2% to $631.75 despite Nvidia announcing a multiyear deal to supply Meta with millions of AI chips. Nvidia shares rose 1.6%. CEO Mark Zuckerberg is set to testify in a Los Angeles jury trial over claims that Instagram harms youth mental health. The value of the Nvidia-Meta agreement was not disclosed.

Nvidia rose 0.7% to $184.04 in midday New York trading Tuesday, while AMD fell 2.7% and major software stocks slumped on renewed fears over “agentic” AI. Salesforce dropped 2.8%, Adobe 1.9%, and CrowdStrike 5%, dragging tech ETFs lower. Investors await U.S. PCE inflation data Feb. 20 and Nvidia’s earnings Feb. 25.