Finance 12 February 2026

Salesforce Stock Near 52-Week Low as AI Fears Drown Out Agentforce Growth
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Salesforce Stock Near 52-Week Low as AI Fears Drown Out Agentforce Growth

Salesforce shares fell 4.1% to $169.15 midday Thursday, nearing a 52-week low, as software stocks declined despite the company’s record quarterly revenue and expanded buyback. The drop followed news that Anthropic restricted access to its AI model after finding cybersecurity flaws, fueling concerns about software vulnerability. Salesforce’s fiscal 2027 revenue forecast missed Wall Street’s midpoint estimates.
April 9, 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
AppLovin stock price dives in regular trading after earnings beat fails to calm competition jitters
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AppLovin stock price dives in regular trading after earnings beat fails to calm competition jitters

AppLovin shares dropped about 18% to $375.13 Thursday after its quarterly report, despite beating sales estimates and forecasting higher first-quarter revenue. The company posted fourth-quarter sales of $1.66 billion and net income of $1.10 billion. CEO Arash Foroughi told analysts operating performance was at a record high. Investors remain concerned about competition and the impact of economic uncertainty on ad budgets.
February 12, 2026
Sandisk stock price jumps as memory-chip shortage headlines lift SNDK again
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Sandisk stock price jumps as memory-chip shortage headlines lift SNDK again

Sandisk shares surged 10.3% to $661.18 in morning trading Thursday, following news of Samsung’s latest HBM4 memory chip shipments and ongoing supply concerns. Seagate, Western Digital, and Micron also advanced. Memory prices have climbed up to 90% since late 2025, with companies overbooking components and PC makers raising prices. Sandisk forecast third-quarter revenue of $4.4–$4.8 billion.
February 12, 2026
Palo Alto Networks stock slips as CyberArk deal closes and Tel Aviv listing plan surfaces
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Palo Alto Networks stock slips as CyberArk deal closes and Tel Aviv listing plan surfaces

Palo Alto Networks shares slipped 0.2% after the company confirmed plans for a secondary listing in Tel Aviv following its $25 billion CyberArk acquisition. An SEC filing detailed changes to CyberArk’s convertible notes and related hedges. Palo Alto will keep CyberArk’s products standalone for now. Investors await the company’s Feb. 17 earnings for updates on integration and demand.
February 12, 2026
Micron stock jumps again after HBM4 shipment update, Morgan Stanley target lift
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Micron stock jumps again after HBM4 shipment update, Morgan Stanley target lift

Micron shares rose 6.7% to $437.78 Thursday after its CFO said high-volume HBM4 chip production and customer shipments have begun. The stock extended a 10% rally from the previous day as investors responded to updates on next-generation AI memory supply. Morgan Stanley raised its price target to $450, citing strong DRAM pricing. Samsung also announced it has started shipping HBM4 chips.
February 12, 2026
Sandisk stock price jumps again as Kioxia outlook sparks a fresh memory-chip rally
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Sandisk stock price jumps again as Kioxia outlook sparks a fresh memory-chip rally

Sandisk shares rose about 8% to $645.54 in early Nasdaq trade Thursday, extending a 10.7% gain from the previous session after Kioxia reported its 2026 NAND capacity is sold out. The rally followed Kioxia’s upbeat revenue forecast and lifted other memory stocks. Sandisk’s next earnings report is due May 13. The company recently extended its joint venture with Kioxia through 2034.
February 12, 2026
Kingsoft Cloud stock jumps 10% as Goldman upgrade spotlights Xiaomi AI spending
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Kingsoft Cloud stock jumps 10% as Goldman upgrade spotlights Xiaomi AI spending

Kingsoft Cloud shares surged about 10% to $14.43 in early U.S. trading after Goldman Sachs upgraded the stock to “Buy” and raised its price target to $15.60. The upgrade cited Xiaomi’s increased AI investment and a likely renewal of a key transaction agreement. Kingsoft Cloud stock is up roughly 40% year-to-date. Investors are awaiting the company’s next earnings report on March 25.
February 12, 2026
GlobalFoundries stock rises in premarket after buyback plan; COO exit in focus
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GlobalFoundries stock rises in premarket after buyback plan; COO exit in focus

GlobalFoundries shares rose 2.4% premarket to $49.91 after reporting Q4 revenue of $1.83 billion and authorizing a $500 million buyback. The company forecast Q1 revenue above analyst estimates and said silicon photonics revenue doubled last year. President and COO Niels Anderskouv will resign March 2. Chip stocks and the iShares Semiconductor ETF also traded higher.
February 12, 2026
SOLS stock pops again premarket as Solstice Advanced Materials dividend, uranium plan extend rally
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SOLS stock pops again premarket as Solstice Advanced Materials dividend, uranium plan extend rally

Solstice Advanced Materials shares rose 3.4% premarket after a 17.5% jump Wednesday, as the company forecast 2026 profit below Wall Street estimates but reported stronger sales and announced its first dividend. Fourth-quarter net sales rose 8% to $987 million, while adjusted EBITDA fell 20%. Solstice plans to boost UF6 output at its Illinois plant by 20% in 2026 and holds a $2 billion backlog.
February 12, 2026
BorgWarner stock rockets to 52-week high on earnings beat and AI data-center power deal — what’s next
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BorgWarner stock rockets to 52-week high on earnings beat and AI data-center power deal — what’s next

BorgWarner shares jumped 22.45% to a 52-week high of $66.10 after a fourth-quarter earnings beat and a new AI data-center power supply deal. The company set 2026 net sales guidance at $14.0–$14.3 billion, below Wall Street estimates, and reported a GAAP loss of $1.23 per share but adjusted earnings of $1.35. Deutsche Bank upgraded the stock and raised its price target to $82.
February 12, 2026
Nebius Q4 revenue miss drags NBIS stock premarket as CEO raises 2026 run-rate target
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Nebius Q4 revenue miss drags NBIS stock premarket as CEO raises 2026 run-rate target

Nebius reported fourth-quarter revenue of $227.7 million, missing estimates and sending shares down 3.5% in U.S. premarket trading. Adjusted EBITDA turned positive at $15 million, but capital spending surged to $2.06 billion. CEO Arkady Volozh raised 2026 annualized run-rate revenue guidance to $7–$9 billion. Net loss from continuing operations widened to $249.6 million.
February 12, 2026
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