AI 17 February 2026 - 25 February 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
Meta’s up-to-$60B AMD AI chip deal has investors talking about Nebius stock again
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Meta’s up-to-$60B AMD AI chip deal has investors talking about Nebius stock again

Nebius shares rose 2.7% Tuesday after reports of a $3 billion Meta contract and strong guidance for 2026 revenue and data center capacity. AMD announced a deal to sell up to $60 billion in AI chips to Meta over five years, with Meta able to buy up to 10% of AMD. Nebius ended 2025 with $1.25 billion ARR and targets $7–9 billion by end-2026. Meta forecast $115–135 billion in 2026 capital spending.
February 25, 2026
Meta’s $60bn AMD AI chip pact comes with a stock warrant twist as Nvidia eyes PC CPUs
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Meta’s $60bn AMD AI chip pact comes with a stock warrant twist as Nvidia eyes PC CPUs

Meta Platforms will buy up to $60 billion in AI chips from AMD over five years, with an option to acquire up to 10% of AMD through performance-based warrants, AMD said Tuesday. AMD shares rose over 10% in premarket trading. Initial shipments for Meta’s data centers are expected in late 2026, using custom Instinct GPUs. The deal is tied to Meta’s efforts to diversify chip suppliers for its AI infrastructure.
February 24, 2026
Nvidia stock bucks tariff-hit tech slide as $650 billion AI spending forecast raises the stakes
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Nvidia stock bucks tariff-hit tech slide as $650 billion AI spending forecast raises the stakes

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.
February 23, 2026
AMD stock dips on Crusoe $300 million AI-chip loan backstop report as Nvidia earnings loom
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AMD stock dips on Crusoe $300 million AI-chip loan backstop report as Nvidia earnings loom

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.
February 20, 2026
Micron Technology stock (MU) rises as AI infrastructure trade keeps memory chips in play ahead of March earnings
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Micron Technology stock (MU) rises as AI infrastructure trade keeps memory chips in play ahead of March earnings

Micron shares rose 2.7% to $428.49 Friday morning, lifted by tight supply and rising prices for high-end AI memory chips. Needham raised its price target to $450, citing strong demand and fully allocated HBM capacity for 2026. Samsung reportedly plans to hike HBM4 chip prices by up to 30%. Investors await Micron’s March 19 earnings for updates on pricing and supply.
February 20, 2026
Oracle stock price rises as AI data-center power deals keep ORCL in focus
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Oracle stock price rises as AI data-center power deals keep ORCL in focus

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.
February 19, 2026
GOOG stock price today: Alphabet Class C nudges up as Google unveils America‑India Connect AI infrastructure plan
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GOOG stock price today: Alphabet Class C nudges up as Google unveils America‑India Connect AI infrastructure plan

Alphabet’s Class C shares (GOOG) closed up 0.37% at $303.94 and edged to $304.19 after hours as Google announced a $15 billion “America-India Connect” AI infrastructure push and new $60 million Google.org AI funding. The company set Google I/O for May 19-20. Investors remain focused on Alphabet’s AI spending and a March 2 EU feedback deadline on search ad auctions.
February 19, 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.