Investment 16 February 2026 - 18 February 2026

Lumentum shares slipped 0.1% to $599.55 in Wednesday afternoon trading after a volatile two-day surge. Mizuho raised its price target to $645 from $525. Investors await management appearances on Feb. 26 and March 17 for further guidance. The stock is up about 673% over the past year.

Albemarle shares rose about 3% Wednesday after a Bank of America upgrade, despite benchmark lithium carbonate and hydroxide indices falling 2.1% and 4.7%. The Global X Lithium & Battery Tech ETF gained 2.3%. Investors are awaiting SQM’s results next week for further signals on lithium demand and pricing.

Oracle shares rose 1.9% to $156.88 in midday trading Wednesday after Adage Capital Partners disclosed a 19% increase in its stake. Trading volume reached 7.7 million shares. Investors are watching for Federal Reserve minutes at 2 p.m. EST and Oracle’s earnings update in March. Oracle’s data-center expansion and funding plans remain in focus.

IPG Photonics shares fell 1.4% to $133.01 in early Wednesday trading, extending a 12.38% drop from the previous session. Bernstein raised its price target to $162, citing a cyclical recovery. The company recently reported Q4 revenue up 17% year over year but flagged margin pressure from tariffs and inventory moves. Investors await Fed minutes and IPG’s March 2 investor conference.

ZIM shares rose 0.5% premarket to $27.99, staying about 20% below Hapag-Lloyd’s $35-per-share cash offer announced Tuesday. Workers at ZIM escalated strike action in Israel, halting activity at Haifa and Ashdod ports and raising deal risk. Hapag-Lloyd values ZIM at $4.2 billion and expects to close the deal by late 2026, pending regulatory and shareholder approval.

Arista Networks shares rose 0.3% to $142.05 Tuesday, valuing the company at about $183.1 billion. Its annual filing showed $817.9 million left under a $1.5 billion buyback program and revealed two customers accounted for 42% of 2025 revenue. Investors await the next management update on Feb. 25.

Robinhood Markets shares fell 1.7% to $74.67 Tuesday after the company launched IPO marketing for Robinhood Ventures Fund I, targeting a $1 billion raise and NYSE listing under the symbol RVI. The fund aims to sell 40 million shares at $25 each. Bitcoin slipped 0.2% to $67,336. CEO Vlad Tenev and executives will present details in a webcast at 1 p.m. ET.

Palantir shares rose 1.8% to $131.41 in premarket trading Tuesday after the company won 15 categories in Dresner Advisory Services’ 2025 innovation awards. The move came as U.S. equity futures slipped and software stocks faced pressure tied to shifts in artificial intelligence. Palantir highlighted wins in data engineering, cloud computing, and “agentic AI.” Traders watched for signs customers are sticking with AI platforms amid industry disruption.

Grab shares fell about 3% to $4.13 in premarket trading Tuesday after the company last week forecast 2026 revenue below analyst estimates. The Southeast Asian platform posted its first full-year net profit and announced a $500 million buyback. Grab also agreed to acquire U.S. digital investing firm Stash Financial for up to $425 million, pending regulatory approval.

Plug Power shareholders approved a charter amendment doubling authorized common shares to 3 billion, according to a regulatory filing. Shares traded near $1.89 in premarket Tuesday after the Presidents Day holiday. The vote gives the company more flexibility to issue stock, a concern for investors watching potential dilution. A separate proposal to change voting rules did not pass.

Tesla shares traded flat in premarket Tuesday at $417 after a three-day U.S. market closure. Investors are awaiting Federal Reserve minutes and new economic data for signals on interest rates. Tesla’s capital spending plans and self-driving rollout remain key points for traders. China-made Model 3 and Model Y deliveries rose 9.3% in January from a year earlier.

Robinhood shares closed up 6.8% at $75.97 Friday, rebounding after earlier losses, with little change after hours. U.S. markets were closed Monday for Presidents Day. Traders await Fed minutes Wednesday and key GDP and inflation data Friday. Bitcoin slipped 0.4% to $68,522, weighing on retail trading sentiment.