Stock Market 26 February 2026

GE Vernova stock slips today as Poland SMR deal lands — what moved GEV and what’s next
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GE Vernova stock slips today as Poland SMR deal lands — what moved GEV and what’s next

GE Vernova shares fell 1% to $867.03 Thursday afternoon, after hitting a record high Wednesday and surging 5.8% Tuesday. The company’s nuclear joint venture signed a design agreement in Poland for its BWRX-300 small modular reactor. Broader markets declined, with the Nasdaq down and Nvidia dropping 4.5%. Investors are watching for GE Vernova’s April 22 earnings webcast.
February 26, 2026
ASX 200 futures point lower after record close as Australia shares eye Nvidia jitters, earnings
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ASX 200 futures point lower after record close as Australia shares eye Nvidia jitters, earnings

S&P/ASX 200 futures fell to 9,119.5 in early Friday trade, 56 points below Thursday’s record close. Miners and healthcare stocks led Thursday’s gains, with BHP up 2.2% and Ramsay Health Care jumping 10.4%. U.S. markets slipped overnight, led by a drop in the Nasdaq. TPG Telecom, Star Entertainment, and Coles are set to report earnings Friday.
February 26, 2026
Western Digital stock price slides as Nvidia jitters hit AI-linked storage names
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Western Digital stock price slides as Nvidia jitters hit AI-linked storage names

Western Digital shares fell 5.3% to $275.65 by midday Thursday, tracking declines in tech stocks after Nvidia’s results. The drop followed S&P Global Ratings’ upgrade of Western Digital to BBB- earlier in the week. The company recently redeemed senior notes and eliminated its Series A preferred stock. Management is set to present at Morgan Stanley’s TMT Conference on March 3.
February 26, 2026
UnitedHealth stock price drops as Medicare Advantage enrollment slips; UNH investors eye CMS rates
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UnitedHealth stock price drops as Medicare Advantage enrollment slips; UNH investors eye CMS rates

UnitedHealth Group shares fell 2.6% to $284.20 Thursday after federal data showed its Medicare Advantage enrollment dropped over 5% year-over-year to 9.3 million. The board approved a $2.21 quarterly dividend. A securities filing added a two-year holding period to CEO Stephen Hemsley’s stock options. CMS will announce final 2027 Medicare Advantage rates by April 6.
February 26, 2026
Corning stock price drops 4% as Citi’s $170 target puts OFC conference in focus
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Corning stock price drops 4% as Citi’s $170 target puts OFC conference in focus

Corning shares fell 4.1% to $153.90 by late Thursday morning, reversing after hitting a 52-week high the day before. Citigroup raised its price target to $170 and put Corning on a 30-day “catalyst watch” ahead of the Optical Fiber Communication conference in March. Traders are watching for management comments and updates on AI data-center optical demand. Trading volume neared 9.6 million shares as the Nasdaq dropped 1.3%.
February 26, 2026
Lumentum stock drops 5% in regular session — why LITE is swinging and what’s next
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Lumentum stock drops 5% in regular session — why LITE is swinging and what’s next

Lumentum shares fell 5.1% to $686.69 Thursday, reversing the prior day's gain, as the Nasdaq dropped 1.3%. The stock traded between $662 and $728 with no new company news since early February. Investors await updates from management’s investor meetings and a March 2 conference webcast. Wall Street’s average one-year price target stands at $565.29.
February 26, 2026
Nvidia Stock Price Targets Pop After $78B Forecast as RBC, Truist Lift Views
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Nvidia Stock Price Targets Pop After $78B Forecast as RBC, Truist Lift Views

RBC raised its Nvidia price target to $250 and Truist to $283 after Nvidia forecast first-quarter revenue of about $78 billion, excluding China data-center compute sales. HSBC trimmed its target to $310, citing valuation and custom AI chip competition. Nvidia shares fell about 3% in early trading. Wall Street’s average target stands at $271.32, with most analysts rating the stock a buy.
February 26, 2026
Nvidia stock drops after earnings beat — NVDA investors eye China sales, March GTC
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Nvidia stock drops after earnings beat — NVDA investors eye China sales, March GTC

Nvidia shares fell 3.6% to $188.42 in early New York trading Thursday despite reporting quarterly revenue and earnings above Wall Street estimates and issuing a strong forecast. The company’s outlook excludes China data-center chip revenue, though Nvidia has U.S. licenses to ship limited H200 chips there. Traders await more details at Nvidia’s March GTC keynote.
February 26, 2026
AXT (AXTI) stock slips premarket after a 44% two-day surge — export permits and Nvidia’s outlook in focus
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AXT (AXTI) stock slips premarket after a 44% two-day surge — export permits and Nvidia’s outlook in focus

AXT Inc shares fell 2.4% to $39.99 in premarket trading Thursday after a 44% rally over two days. The company, which makes indium phosphide substrates used in AI infrastructure, faces uncertainty over Chinese export permits. AXT trimmed its Q4 revenue outlook in January citing permit delays. Next quarterly results are due April 23.
February 26, 2026
Photronics stock (PLAB) steadies premarket after 15% earnings jump — what to watch next
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Photronics stock (PLAB) steadies premarket after 15% earnings jump — what to watch next

Photronics shares rose 0.3% premarket Thursday after a 14.7% surge Wednesday, closing at $43.57. The company reported first-quarter revenue up 6.1% to $225.1 million and GAAP net income of $42.9 million. Second-quarter revenue guidance was $212–$220 million, with non-GAAP EPS of $0.49–$0.55. Investors await management’s Feb. 27 call for updates on chip and display demand.
February 26, 2026
AMD stock price dips in premarket as Meta mega-deal meets dilution questions and a fresh Nutanix tie-up
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AMD stock price dips in premarket as Meta mega-deal meets dilution questions and a fresh Nutanix tie-up

AMD shares fell 1.3% to $208.15 in premarket trading Thursday after a two-day AI-driven rally. The drop follows news of a multi-year Meta supply deal involving warrants for up to 160 million AMD shares, and a $150 million investment in Nutanix. Investors remain cautious about AI monetization and dilution risks tied to the Meta agreement. U.S. stock index futures showed little movement after Nvidia’s earnings.
February 26, 2026
Blue Owl Capital (OWL) stock price flat in premarket after 6% rebound — what investors watch next
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Blue Owl Capital (OWL) stock price flat in premarket after 6% rebound — what investors watch next

Blue Owl Capital shares held near $11.35 in premarket trading Thursday after a 5.8% jump Wednesday, remaining far below last year’s $22.25 high. Deutsche Bank downgraded the stock to “Hold” and cut its price target to $10, citing weaker net flows in retail credit. Blue Owl recently altered liquidity terms for its private debt fund OBDC II but said it is not halting investor withdrawals. The company’s next dividend is due March 2.
February 26, 2026
MARA stock in focus ahead of earnings as bitcoin rebounds and new incentive plan details land
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MARA stock in focus ahead of earnings as bitcoin rebounds and new incentive plan details land

MARA Holdings shares fell 1.2% to $8.57 after hours Wednesday, while bitcoin rose 4% to $68,200 early Thursday. A regulatory filing showed MARA updated its equity plan, tying performance awards to 2026 targets for megawatt capacity and recurring revenue. Zacks expects a Q4 2025 loss of 23 cents per share on $223.9 million revenue. MARA reports results after the close Thursday.
February 26, 2026
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