News 25 February 2026 - 26 February 2026

Gasoline prices are edging up again — what U.S. traders are watching next
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Gasoline prices are edging up again — what U.S. traders are watching next

U.S. gasoline futures rose and pump prices increased, with the national average up over 5 cents to $2.98 a gallon, AAA reported. Government data showed gasoline inventories fell by 1 million barrels last week, while crude stocks jumped by 16 million. Traders are watching U.S.-Iran nuclear talks and the upcoming OPEC+ meeting for supply signals. Refinery utilization slipped to 88.6% as plants switch to summer-grade fuel.
February 26, 2026
Western Digital stock jumps on S&P upgrade as debt paydown hits filings — what to watch next
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Western Digital stock jumps on S&P upgrade as debt paydown hits filings — what to watch next

Western Digital shares jumped 7.5% to $290.95 Wednesday after S&P Global Ratings raised its credit rating to investment grade, citing recent debt reduction. The company redeemed its 2029 and 2032 notes and eliminated its Series A preferred shares, according to SEC filings. Shares slipped 0.7% after hours. Chief Legal Officer Cynthia Tregillis sold 438 shares last week under a pre-arranged plan.
February 26, 2026
Silver price today: XAG/USD jumps above $91, then cools as tariff and Iran risks stir safe-haven trade
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Silver price today: XAG/USD jumps above $91, then cools as tariff and Iran risks stir safe-haven trade

Spot silver rose 2.38% to $89.09 an ounce Wednesday after hitting $91.42, according to Kitco. The metal had surged to a three-week high of $90.73 earlier, then slipped Tuesday as profit-taking and a stronger dollar weighed. The White House began collecting a 10% global import tariff Tuesday, with plans to raise it to 15%. U.S.-Iran nuclear talks are set for Thursday in Geneva amid regional tensions.
February 26, 2026
Robinhood stock jumps 6% then slips after hours as crypto-linked rally meets private-markets hype
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Robinhood stock jumps 6% then slips after hours as crypto-linked rally meets private-markets hype

Robinhood shares closed up 5.6% at $77.53, then slipped 1.1% after hours as bitcoin’s rebound drove gains in crypto-linked stocks. About 31.9 million Robinhood shares traded. Investors await pricing details for Robinhood’s $1 billion private-markets fund, with CFO Shiv Verma set to appear March 2. Coinbase jumped 13% as bitcoin traded near $69,100.
February 26, 2026
Workday stock hits a 52-week low after outlook, then rebounds — what’s next for WDAY?
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Workday stock hits a 52-week low after outlook, then rebounds — what’s next for WDAY?

Workday shares hit a five-year low Wednesday before closing up 2.2% at $133.16, then slipping 1.6% after hours. The company projected fiscal 2027 subscription revenue of $9.925 billion to $9.950 billion and a non-GAAP operating margin of about 30%. Evercore ISI downgraded the stock; D.A. Davidson cut its price target to $125, citing choppy demand.
February 26, 2026
MercadoLibre (MELI) stock tumbles after earnings: shipping and credit spend back in the spotlight
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MercadoLibre (MELI) stock tumbles after earnings: shipping and credit spend back in the spotlight

MercadoLibre shares fell 6.7% to $1,767.71 in after-hours trading Wednesday after missing quarterly profit estimates. Net income for the fourth quarter came in at $559 million, below the $587 million expected, while margins narrowed to 10.1% from 13.5% a year earlier. Investors cited higher spending on logistics, credit, and free shipping as key concerns.
February 25, 2026
Meta stock edges up after hours as $60 billion AMD AI chip pact collides with U.S. power-cost spotlight
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Meta stock edges up after hours as $60 billion AMD AI chip pact collides with U.S. power-cost spotlight

Meta shares rose 2.3% to $653.83 Wednesday after news of a $60 billion, five-year AI chip supply deal with AMD, which includes a warrant for Meta to buy up to 160 million AMD shares at $0.01 each if shipment targets are met. The White House plans to gather tech and energy firms March 4 for a pledge on data-center electricity costs as AI demand surges.
February 25, 2026
Apple stock rises as AAPL faces UK “backdoor” scrutiny and Spain antitrust heat
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Apple stock rises as AAPL faces UK “backdoor” scrutiny and Spain antitrust heat

Apple shares closed up 0.7% at $274.16 on Wednesday, valuing the company at about $4.05 trillion. Shareholders rejected a proposal on China manufacturing exposure as CEO Tim Cook highlighted AI investment and dividend growth. U.S. lawmakers pressed the UK over an encryption “backdoor” order, while Spain’s regulator warned Apple of possible further fines.
February 25, 2026
Palantir stock price falls as insider sales filings pile up; what PLTR traders watch next
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Palantir stock price falls as insider sales filings pile up; what PLTR traders watch next

Palantir shares fell 3.4% after hours to $134.19 following a series of insider stock sales and news of a defense partnership with GE Aerospace. CEO Alex Karp sold 493,025 shares on Feb. 20 to cover taxes after RSUs vested, with other executives also disclosing sales. The iShares tech-software ETF dropped 4.7% on the day. Palantir forecast Q1 revenue of $1.53–$1.54 billion and 2026 revenue near $7.2 billion.
February 25, 2026
AMD stock slips after Meta AI chip pact rally as investors weigh warrant dilution
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AMD stock slips after Meta AI chip pact rally as investors weigh warrant dilution

AMD shares closed down 1.5% at $210.74 on Wednesday, reversing part of Tuesday’s 8.8% jump after announcing a major AI chip supply deal with Meta. The agreement includes a warrant allowing Meta to buy up to 160 million AMD shares at $0.01 each, tied to shipment and stock-price milestones. Shipments for Meta’s AI infrastructure are set to begin in the second half of 2026. Investors weighed revenue potential against dilution risk.
February 25, 2026
Mastercard stock price pops back above $510 — what’s driving MA and what traders watch next
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Mastercard stock price pops back above $510 — what’s driving MA and what traders watch next

Mastercard shares rose about 2.4% to $510.06 in Wednesday afternoon trading as payment stocks rebounded. The company announced a remittance partnership with Triple-A and agreed to sell SessionM to Capillary Technologies for $20 million. Traders watched Nvidia earnings and a new legal dispute over swipe-fee rules. Visa shares also gained roughly 2%.
February 25, 2026
Caterpillar stock holds near $768 as Wells Fargo lifts target to $870 — what investors watch next
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Caterpillar stock holds near $768 as Wells Fargo lifts target to $870 — what investors watch next

Caterpillar shares were flat Wednesday after Wells Fargo raised its price target to $870 and maintained an “Overweight” rating. The company plans to unveil updated digital fleet tools and a refreshed Cat Rentals platform at CONEXPO-CON/AGG in March. Caterpillar Financial Services issued $1.3 billion in new notes this week. Construction Industries Group President Rodney Michael Shurman sold 2,278 shares on Feb. 23.
February 25, 2026
Lithium price jumps after Zimbabwe export ban; Albemarle and Sigma Lithium stocks leap
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Lithium price jumps after Zimbabwe export ban; Albemarle and Sigma Lithium stocks leap

China’s lithium carbonate spot prices jumped 6%–7% to 160,000–162,000 yuan per tonne on Wednesday after Zimbabwe halted exports of raw minerals and lithium concentrates with immediate effect. Sigma Lithium surged 26% in U.S. trading, while Albemarle and SQM also rose. Zimbabwe’s ban covers minerals already in transit and will remain until further notice.
February 25, 2026
Bloom Energy stock hits fresh highs as Citi starts coverage — what to watch next for BE
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Bloom Energy stock hits fresh highs as Citi starts coverage — what to watch next for BE

Bloom Energy shares climbed 6.8% to $177.46 Wednesday, extending a 2026 rally that has more than doubled the stock. Citigroup began coverage with a Neutral rating and a $162 price target, below current levels. Director Jeffrey Immelt reported gifting 4,000 shares, according to an SEC filing. Analyst price targets remain well under the current trading price.
February 25, 2026
US economic calendar today: Wall Street climbs as Nvidia looms and oil data jars energy
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US economic calendar today: Wall Street climbs as Nvidia looms and oil data jars energy

U.S. stocks climbed Wednesday, with the S&P 500 up 0.67% and the Nasdaq 1.07% at midday as Nvidia rose 2.2% ahead of its earnings. U.S. crude inventories jumped by 16 million barrels, sending oil prices lower. Axon Enterprise shares surged after strong earnings, while Workday fell on weak forecasts and job cuts. The Treasury auctioned five-year notes, with settlement set for March 2.
February 25, 2026
Gasoline prices near $3 as RBOB futures rise after surprise U.S. inventory data
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Gasoline prices near $3 as RBOB futures rise after surprise U.S. inventory data

U.S. gasoline futures rose 1.5 cents to $2.245 a gallon Wednesday after government data showed gasoline inventories fell by 1 million barrels last week. Crude stockpiles jumped by 16 million barrels to 435.8 million, far exceeding analyst forecasts. The national average for regular gasoline stood at $2.975 a gallon, according to AAA. Oil futures slipped as traders focused on the large crude build and a record EIA adjustment factor.
February 25, 2026
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