AI 25 February 2026 - 4 March 2026

Waton Financial Trades Near Lows Ahead of Monday AI Platform Launch
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Waton Financial Trades Near Lows Ahead of Monday AI Platform Launch

Waton Financial closed Friday at $2.94, up 3.16% on volume of about 517,000 shares, above its recent average. The Hong Kong-based broker launched a limited beta of its AI investment tool, MoTA, for select professional investors on Monday. The stock remains below its $4 IPO price from 2025. Waton reported $6.1 million in revenue and an $8.37 million net loss for the first half of fiscal 2026.
May 30, 2026
ServiceNow closes Veza deal: the $1.25B identity-security bet tied to AI agents
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ServiceNow closes Veza deal: the $1.25B identity-security bet tied to AI agents

ServiceNow closed its acquisition of identity security firm Veza on March 2, integrating Veza’s access controls into its Security and Risk products. Veza, based in Los Gatos, California, has 230 employees and nearly 150 enterprise customers. ServiceNow registered 854,359 shares for Veza employees as part of the deal, previously valued at about $1.25 billion in cash. Financial terms were not updated at closing.
March 4, 2026
Meta stock edges higher after-hours as report flags new AI shopping tool to rival ChatGPT, Gemini
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Meta stock edges higher after-hours as report flags new AI shopping tool to rival ChatGPT, Gemini

Meta shares rose 0.25% in after-hours trading Tuesday after reports the company is testing a shopping feature inside its AI chatbot. The tool, confirmed by Meta, shows product images, prices, and brief explanations, but does not support in-chat checkout. Some U.S. users have access on the Meta AI web experience. Meta declined to provide further details on rollout or monetization.
March 3, 2026
Microsoft stock rises after-hours as OpenAI Pentagon tweak and U.S. agency switch keep AI ties in focus
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Microsoft stock rises after-hours as OpenAI Pentagon tweak and U.S. agency switch keep AI ties in focus

Microsoft shares rose 1.3% to $403.82 in after-hours trading Tuesday, valuing the company at about $3.6 trillion. Oil prices surged, with U.S. crude up 4.7% to $74.56 a barrel. OpenAI said it is revising its Pentagon contract after U.S. agencies shifted away from Anthropic. Investors await Microsoft’s appearance at a Morgan Stanley conference and Friday’s U.S. jobs report.
March 3, 2026
Applied Optoelectronics (AAOI) stock jumps 22% as Nvidia photonics push lights up AI optics trade
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Applied Optoelectronics (AAOI) stock jumps 22% as Nvidia photonics push lights up AI optics trade

Applied Optoelectronics shares surged 21.7% to $102.51 Monday on heavy volume after Nvidia announced $2 billion investments in photonics suppliers. The stock traded between $93.78 and $110.00, with about 27 million shares changing hands. Investors focused on AAOI’s revenue outlook, production capacity, and a new $250 million at-the-market stock program.
March 3, 2026
Coherent stock jumps after Nvidia $2 billion investment as AI optics bets heat up
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Coherent stock jumps after Nvidia $2 billion investment as AI optics bets heat up

Coherent Corp. shares jumped 15.4% to $298.91 after Nvidia announced a $2 billion investment and multi-year supply deal for advanced optics. Nvidia bought 7.8 million Coherent shares at $256.80 each and secured rights to additional product lines. Nvidia also struck a similar $2 billion optics agreement with Lumentum. Coherent’s stock touched $304 in after-hours trading.
March 3, 2026
AMD stock drops 3% as new Ryzen AI PC chips debut into a jittery market
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AMD stock drops 3% as new Ryzen AI PC chips debut into a jittery market

AMD shares fell 3.1% to $194.04 by mid-morning Monday, underperforming the broader chip sector after the company launched its Ryzen AI 400 desktop processors. Oil prices surged on Middle East conflict concerns, fueling inflation and rate worries ahead of key U.S. data. The Nasdaq dropped 1.53% at the open. AMD’s new chips target Microsoft Copilot+ PCs, with systems expected in the second quarter.
March 2, 2026
Nebius Group NBIS stock takes a 13% hit as CoreWeave capex plan spooks AI cloud names
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Nebius Group NBIS stock takes a 13% hit as CoreWeave capex plan spooks AI cloud names

Nebius Group N.V. shares fell 13.05% to $91.19 Friday, with trading volume surging to 22.8 million shares. The drop followed CoreWeave’s announcement of a sharp increase in 2026 capital spending, raising sector-wide concerns over funding and margins. Nebius reported $2.1 billion in Q4 capital expenditures and expects 2026 revenue to reach $7–9 billion. CEO Arkady Volozh will speak at a Morgan Stanley conference on March 4.
February 28, 2026
AMD stock slides as hot inflation data hits chips, with Meta and Nutanix AI deals in focus
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AMD stock slides as hot inflation data hits chips, with Meta and Nutanix AI deals in focus

AMD shares fell 1.72% to $200.18 Friday, extending losses as chip stocks and the Nasdaq declined. The drop followed AMD’s $250 million AI partnership with Nutanix and a supply deal with Meta that could reach $60 billion. Investors await AMD’s March 3 appearance at Morgan Stanley’s TMT conference for updates. A hotter U.S. producer price report also pressured tech stocks.
February 27, 2026
AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus
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AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus

AMD shares fell 3.4% to $203.68 Thursday as semiconductor stocks dropped after Nvidia’s earnings. The decline followed news of AMD’s five-year AI chip supply deal with Meta, which includes a warrant for Meta to buy up to 10% of AMD at $0.01 per share. Investors are watching Friday’s U.S. inflation data and Broadcom’s results next week for further signals on AI spending.
February 26, 2026
UiPath stock price today: PATH edges up premarket as “agentic AI” standards push meets fresh competition
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UiPath stock price today: PATH edges up premarket as “agentic AI” standards push meets fresh competition

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.
February 26, 2026
Intel stock today: INTC slips in premarket as SambaNova AI pact meets Nvidia earnings reality check
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Intel stock today: INTC slips in premarket as SambaNova AI pact meets Nvidia earnings reality check

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.
February 26, 2026
SoundHound AI stock jumps premarket as new Sales Assist agent debuts, earnings loom
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SoundHound AI stock jumps premarket as new Sales Assist agent debuts, earnings loom

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.
February 25, 2026
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Stock Market Today

  • China's Delivery Drivers Face Grueling Hours Amid Intense Price Competition
    May 30, 2026, 10:45 PM EDT. China's delivery drivers, numbering over 10 million, endure punishing hours amid a fierce price war between giants Meituan and Alibaba. Mu Jie, a Beijing driver, works up to 13 hours delivering groceries, earning roughly $1.20 per order, highlighting pressures from oversaturated labor markets and thin margins in the gig economy. The sector boomed post-COVID-19 with soaring demand for instant delivery, but intense competition has driven down pay and increased workload. The industry draws many migrant workers and unemployed graduates, reflecting broader economic strains and youth unemployment reaching 17%. Drivers face unsafe and exhausting conditions to sustain their livelihoods, raising concerns about sustainability in China's fast-growing delivery market.