Stock Market 25 February 2026 - 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
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
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
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
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
FTSE 100 record close: HSBC jumps, Diageo tumbles, miners lift UK stocks
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FTSE 100 record close: HSBC jumps, Diageo tumbles, miners lift UK stocks

Britain’s FTSE 100 closed up 1.18% at a record 10,806.41, driven by HSBC’s 7.9% surge after raising its profitability target and strong gains in mining shares. Diageo dropped 12.7% after its new chief cut forecasts and halved the interim dividend. The FTSE 250 rose 0.5%. Hiscox announced a $300 million buyback; Aston Martin plans job cuts and reduced capital spending.
February 25, 2026
Eli Lilly stock price today: LLY slips as Zepbound pen rollout meets Novo’s trial, price-cut shocks
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Eli Lilly stock price today: LLY slips as Zepbound pen rollout meets Novo’s trial, price-cut shocks

Eli Lilly shares fell 0.8% to $1,033.36 by midday Wednesday after two days of volatility in obesity-drug stocks. The drop followed Novo Nordisk’s decision to cut U.S. list prices for Wegovy and Ozempic by up to 50% starting in 2027. Traders cited shifting focus from supply concerns to pricing pressure. Lilly recently launched a new four-dose KwikPen for its Zepbound weight-loss drug at $299 per month.
February 25, 2026
UnitedHealth stock rebounds as UNH dividend date lands and Hemsley option filing hits tape
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UnitedHealth stock rebounds as UNH dividend date lands and Hemsley option filing hits tape

UnitedHealth shares rose 2.8% to $281.50 by midday Wednesday after two days of declines. The company declared a $2.21-per-share quarterly dividend, payable March 17 to shareholders of record on March 9. A new SEC filing showed the board tightened stock option terms for chair and CEO Stephen Hemsley, requiring him to hold net shares until 2030.
February 25, 2026
Coherent (COHR) stock jumps 7% to a new high — why the shares are moving now
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Coherent (COHR) stock jumps 7% to a new high — why the shares are moving now

Coherent Corp shares rose over 7% to $273.26 by midday Wednesday, hitting a new 52-week high and surpassing average analyst price targets. The move outpaced broader indexes, with the Nasdaq up 1.17%. Morgan Stanley raised its target to $250 but kept a “Hold” rating. Coherent’s next major event is its Technology Innovation Briefing on March 17.
February 25, 2026
IBM stock price today: shares rebound as UBS upgrade helps steady post-AI selloff
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IBM stock price today: shares rebound as UBS upgrade helps steady post-AI selloff

IBM shares climbed 4% to $238.74 by midday Wednesday, rebounding after a 13% drop Monday triggered by concerns over AI tools automating COBOL code modernization. UBS upgraded IBM to Neutral, maintaining a $236 price target. The selloff followed a blog from Anthropic claiming AI could speed up mainframe code updates, raising fears for IBM’s consulting and services revenue. IBM disputed the impact, citing platform security and resilience.
February 25, 2026
Coinbase stock jumps after 24/5 U.S. stock trading rollout and Yahoo Finance tie-up
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Coinbase stock jumps after 24/5 U.S. stock trading rollout and Yahoo Finance tie-up

Coinbase shares jumped 11.8% to $181.10 Wednesday after opening U.S. stock and ETF trading to all eligible users. The platform now offers 24/5, zero-commission trading with $1 fractional shares, using Apex for clearing and custody. Traders are watching early adoption and management’s March 3 appearance at a Morgan Stanley conference. Bitcoin traded near $67,880, up 5% in 24 hours.
February 25, 2026
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