News 23 February 2026

Circle Internet Group stock (CRCL) slips as post-earnings rally cools — traders eye USDC, rates
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Circle Internet Group stock (CRCL) slips as post-earnings rally cools — traders eye USDC, rates

Circle Internet Group shares fell 3.4% to $84.32 Friday, paring gains after a surge driven by strong quarterly results. USDC circulation jumped 72% to $75.3 billion, while total revenue and reserve income rose 77% to $770 million, beating analyst estimates. Investors are watching next week’s U.S. jobs and inflation data for signals on interest rates, which impact Circle’s earnings model.
February 27, 2026
AppLovin stock dives nearly 9% as AI disruption chatter and tariff jitters hit software
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AppLovin stock dives nearly 9% as AI disruption chatter and tariff jitters hit software

AppLovin shares fell 9.2% to $380.23 Monday amid a broader selloff in software stocks after President Trump announced a new 15% global tariff. A bearish AI scenario note from Citrini Research and ongoing SEC scrutiny added pressure. The iShares Expanded Tech-Software ETF dropped about 5%. Investors are watching Nvidia’s earnings Wednesday for further direction.
February 23, 2026
Meta stock slides as Trump’s 15% tariff plan rattles tech — Wells Fargo still raises target
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Meta stock slides as Trump’s 15% tariff plan rattles tech — Wells Fargo still raises target

Meta shares fell 1.5% to $646.05 Monday as tech stocks dropped after President Trump announced a new 15% global tariff. Investors focused on Meta’s rising AI infrastructure costs, with 2026 capital expenditures forecast up to $135 billion. Wells Fargo raised its price target to $856, citing AI compute capacity. Meta also cut most staff stock options by 5% and declared a $0.525 quarterly dividend.
February 23, 2026
Eli Lilly stock jumps as Novo’s obesity-drug trial stumbles — what traders watch next
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Eli Lilly stock jumps as Novo’s obesity-drug trial stumbles — what traders watch next

Eli Lilly shares jumped 4% to $1,049.85 Monday after Novo Nordisk reported its obesity drug CagriSema trailed Lilly’s Zepbound in a head-to-head trial. Novo said CagriSema cut body weight by 23% over 84 weeks, compared to 25.5% for Zepbound. The FDA also cleared a new four-dose Zepbound pen for self-pay patients. Broader U.S. markets fell amid tariff concerns.
February 23, 2026
Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week
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Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

Broadcom shares rose 0.4% to $333.83 in Monday morning trading, with volume at 4.2 million shares. The move followed President Trump’s announcement of a new 15% global tariff, which sent U.S. stocks lower. Broadcom last week launched its BroadPeak chip for 5G/6G gear, claiming up to 40% power savings. The company reports fiscal Q1 results on March 4.
February 23, 2026
Netflix stock slides as DOJ antitrust probe and Warner bid deadline loom

Netflix stock slides as DOJ antitrust probe and Warner bid deadline loom

Netflix shares dropped 3.5% to $75.89 Monday as investors awaited a rival bid deadline in the Warner Bros. Discovery deal. The U.S. Justice Department has opened an antitrust investigation into Netflix’s proposed acquisition, seeking documents and sworn responses. Warner’s board gave Paramount Skydance until the end of Monday to submit a higher offer. A shareholder vote on the Netflix merger is set for March 20.
February 23, 2026
Apple stock price rises today: AAPL steadies as tariffs loom and March 4 product blitz nears
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Apple stock price rises today: AAPL steadies as tariffs loom and March 4 product blitz nears

Apple shares rose 0.9% to $267.03 in Monday morning trading despite a new 15% import duty announced by President Trump. The company will hold its annual shareholder meeting virtually on Feb. 24, with a vote on a “China Entanglement Audit” proposal. Apple is expected to unveil new products March 2–4, including a low-cost MacBook and iPhone 17e. March-quarter revenue is forecast to grow 13% to 16%.
February 23, 2026
Palantir stock drops nearly 4% in early trade as tariff shock hits tech — what to watch next for PLTR
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Palantir stock drops nearly 4% in early trade as tariff shock hits tech — what to watch next for PLTR

Palantir shares dropped 4% to $129.84 in Monday morning trading, tracking declines in other AI-linked software stocks. The slide followed President Trump’s announcement of a new 15% global tariff set to begin Tuesday. Investors are watching for late-week earnings from Nvidia, Snowflake, and Salesforce to gauge the outlook for AI spending.
February 23, 2026
Micron stock swings as tariff uncertainty hits chips and Nvidia earnings near
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Micron stock swings as tariff uncertainty hits chips and Nvidia earnings near

Micron shares rose 0.5% to $430.45 after an early drop, as chip stocks reacted to new U.S. tariffs announced by President Trump. Nvidia gained 1.8% while AMD slipped 0.9%. Micron forecast fiscal Q2 revenue of about $18.7 billion and plans a $24 billion NAND plant in Singapore. Traders are watching Nvidia’s Feb. 25 results for signals on AI server demand and memory pricing.
February 23, 2026
Comfort Systems USA stock today: FIX slips as record backlog keeps traders focused on 2026 demand
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Comfort Systems USA stock today: FIX slips as record backlog keeps traders focused on 2026 demand

Comfort Systems USA shares fell 1.8% to $1,435.55 in early New York trading Monday after reporting a near $12 billion backlog and strong fourth-quarter results. Investors are watching for management’s 2026 growth forecast and dividend plans amid concerns over labor constraints and project execution. One customer accounts for 12.8% of 2025 revenue. Backlog faces risk of cancellations and rising labor costs.
February 23, 2026
Nvidia stock rises despite tariff jitters as traders brace for Feb. 25 earnings
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Nvidia stock rises despite tariff jitters as traders brace for Feb. 25 earnings

Nvidia shares rose 1.4% to $192.46 Monday ahead of its quarterly results due Wednesday after market close. The move came as investors weighed President Donald Trump’s new 15% tariff and watched for signs of AI demand and supply constraints. Options markets priced in a roughly 7% swing on earnings. Advanced Micro Devices fell 1%, while Broadcom gained 1%.
February 23, 2026
Coherent stock ticks higher in early trade as investors look to March OFC briefing
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Coherent stock ticks higher in early trade as investors look to March OFC briefing

Coherent shares rose 0.7% to $249.80 Monday morning, bucking declines in other optical-networking stocks like Lumentum and Ciena. The stock traded between $242.71 and $251.27. Traders are watching for updates at Coherent’s March 17 technology briefing during the OFC conference in Los Angeles. The company last cited strong datacenter demand and higher capital spending in its December-quarter update.
February 23, 2026
XP stock drops in early trade as tariff uncertainty dents risk appetite
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XP stock drops in early trade as tariff uncertainty dents risk appetite

XP Inc shares fell 2.4% to $22.40 in early U.S. trading Monday, reversing gains from last week. The drop followed renewed uncertainty over U.S. tariffs after a Supreme Court ruling and new 15% levy announced by President Trump. Other Brazil-linked financial stocks, including Nu Holdings and StoneCo, also declined. Investors monitored ongoing governance changes at XP flagged in recent SEC filings.
February 23, 2026
TTM Technologies (TTMI) stock price edges up premarket as U.S. tariff reset heads for Tuesday
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TTM Technologies (TTMI) stock price edges up premarket as U.S. tariff reset heads for Tuesday

TTM Technologies shares rose about 0.6% to $108.63 in premarket trading Monday after a 7.5% surge Friday, as investors responded to the U.S. Supreme Court striking down Trump-era tariffs. U.S. Customs said it will halt collections under the International Emergency Economic Powers Act starting Tuesday. President Trump announced a new temporary 15% global tariff. Traders await further Customs guidance and TTM’s April 29 earnings.
February 23, 2026
SolarEdge stock price slips premarket after Mizuho trims target; what SEDG investors watch next
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SolarEdge stock price slips premarket after Mizuho trims target; what SEDG investors watch next

SolarEdge Technologies shares fell about 1% to $37.50 in premarket trading Monday after Mizuho cut its price target to $32, citing weaker European demand and higher costs. The stock had surged 115% over the past year. SolarEdge posted fourth-quarter revenue of $335.4 million and free cash flow of $43.3 million. U.S. equity futures were lower amid renewed tariff uncertainty.
February 23, 2026
Etsy stock holds Friday surge before open as Depop exit and tariff jitters hang over markets
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Etsy stock holds Friday surge before open as Depop exit and tariff jitters hang over markets

Etsy shares were flat in premarket trading Monday at $52.18 after an 8.4% jump Friday, as investors weighed the $1.2 billion Depop sale to eBay and a softer first-quarter outlook. U.S. index futures slipped amid tariff uncertainty following a Supreme Court ruling and new global levies. Etsy reported $881.6 million in quarterly revenue and guided Q1 gross merchandise sales to $2.38–$2.43 billion.
February 23, 2026
Sprott Inc stock rises in premarket as gold jumps; analyst upgrade and dividend date loom
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Sprott Inc stock rises in premarket as gold jumps; analyst upgrade and dividend date loom

Sprott Inc shares rose 1.2% to $145.65 in premarket trading Monday, after a 10% surge Friday and a new 52-week high. The investment manager reported Q4 net income of $28.7 million and assets under management rising to $70.1 billion by Feb. 13. Gold climbed over 1% to a three-week high after a U.S. Supreme Court tariff ruling. Sprott’s board declared a US$0.40 dividend payable March 17.
February 23, 2026
Fortuna Mining (FSM) stock ticks higher premarket as gold jumps on tariff shock — what traders watch next
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Fortuna Mining (FSM) stock ticks higher premarket as gold jumps on tariff shock — what traders watch next

Fortuna Mining shares rose 1.5% to $12.43 in premarket trading Monday, extending Friday’s 12.3% gain as gold hit a three-week high after the U.S. Supreme Court struck down Trump-era tariffs. The company reported record quarterly free cash flow of $132.3 million and a 73% increase in indicated gold resources at its Senegal project. Lindero mine maintenance is set for late March.
February 23, 2026
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