Technology Stocks 13 February 2026 - 17 February 2026

Lam Research stock price jumps on BofA “top pick” call — what LRCX investors watch next week
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Lam Research stock price jumps on BofA “top pick” call — what LRCX investors watch next week

Lam Research shares jumped 3.2% to $244.92 Friday, leading chip-equipment stocks after Bank of America reiterated a Buy rating and $285 target. Analyst Vivek Arya cited a projected 23% rise in chip-fab tool spending to $135 billion in 2026. About 8.6 million Lam shares traded. Tariff and rate headlines remain in focus as markets reopen Monday.
February 21, 2026
Lumentum stock jumps nearly 5% as Mizuho lifts target to $645 in AI optics trade
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Lumentum stock jumps nearly 5% as Mizuho lifts target to $645 in AI optics trade

Lumentum Holdings shares jumped 4.8% to $590 Tuesday after Mizuho raised its price target, following strong quarterly results and guidance. The company reported $665.5 million in revenue and expects $780–$830 million next quarter, with a backlog over $400 million. Peers traded mixed. Lumentum will update investors at the Optical Fiber Communication Conference on March 17.
February 17, 2026
Sandisk stock slides as AI jitters hit chip names again — what’s next for SNDK
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Sandisk stock slides as AI jitters hit chip names again — what’s next for SNDK

Sandisk shares fell 3.5% to $604.75 Tuesday, hitting a low of $593.82 as memory stocks slid after the holiday. The drop followed broader market losses tied to AI disruption concerns and caution ahead of Federal Reserve minutes. Western Digital, Micron, and Seagate also declined. Sandisk, spun off from Western Digital last year, has surged recently on strong earnings and AI-driven demand.
February 17, 2026
Salesforce stock rises as cooler inflation sparks a bounce — what CRM traders watch next
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Salesforce stock rises as cooler inflation sparks a bounce — what CRM traders watch next

Salesforce shares climbed 2.7% to $190.41 Friday, outperforming a weaker U.S. market after January inflation data came in below forecasts. The stock remains down about 30% in 2026 amid volatility tied to AI concerns and broader tech selloffs. Salesforce traded between $184.31 and $193.43 with 6.1 million shares changing hands. The company reports fiscal results Feb. 25.
February 13, 2026