Technology 26 February 2026 - 27 February 2026

AAOI stock price jumps 19% premarket as Applied Optoelectronics outlook and $250m share-sale plan hit tape

AAOI stock price jumps 19% premarket as Applied Optoelectronics outlook and $250m share-sale plan hit tape

Applied Optoelectronics shares rose 19.3% premarket Friday to $64.05 after guiding Q1 revenue to $150 million–$165 million and setting up a $250 million at-the-market stock sale. The stock had closed Thursday down 7.6% at $53.69. B. Riley upgraded the stock to Neutral and raised its price target to $54. The company reported Q4 revenue of $134.3 million and a GAAP net loss of $2 million.
February 27, 2026
IonQ stock surges on 2026 revenue outlook and Europe security rollout, then dips after hours

IonQ stock surges on 2026 revenue outlook and Europe security rollout, then dips after hours

IonQ shares surged 21.7% to $40.88 after reporting Q4 revenue of $61.9 million, up 429% year-over-year, and projecting 2026 revenue of $225 million to $245 million. The stock slipped 1.9% after hours. The company expects an adjusted EBITDA loss of $310 million to $330 million for 2026 and plans to close its SkyWater Technology acquisition later this year, pending approvals.
February 27, 2026
Booking Holdings (BKNG) stock price climbs 2%, then slips after hours as AI-travel debate heats up

Booking Holdings (BKNG) stock price climbs 2%, then slips after hours as AI-travel debate heats up

Booking Holdings shares closed up 2.1% at $4,250.26 Thursday before slipping 0.8% after hours. Morgan Stanley upgraded the stock, citing “agentic” AI as a key factor, and set a $5,500 target. Investors are watching a 25-for-1 stock split, with a March 6 record date and April 2 distribution. Trading volume more than doubled the 50-day average.
February 27, 2026
Amazon stock price slides after hours as OpenAI $50B talk and antitrust fights shadow AMZN

Amazon stock price slides after hours as OpenAI $50B talk and antitrust fights shadow AMZN

Amazon shares fell 1.3% to $207.92 Thursday, trading between $205.35 and $211.05 before steadying after hours. A California judge was asked to block Amazon from restricting lower prices elsewhere, while a UK court let two lawsuits over the “Buy Box” proceed. Amazon officer David Zapolsky proposed selling $2.19 million in shares. The company faces scrutiny over rising capital spending and legal risks.
February 26, 2026
AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus

AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus

AMD shares fell 3.4% to $203.68 Thursday as semiconductor stocks dropped after Nvidia’s earnings. The decline followed news of AMD’s five-year AI chip supply deal with Meta, which includes a warrant for Meta to buy up to 10% of AMD at $0.01 per share. Investors are watching Friday’s U.S. inflation data and Broadcom’s results next week for further signals on AI spending.
February 26, 2026
Broadcom stock price slides 3% as Nvidia “hangover” hits chips; after-hours dip deepens

Broadcom stock price slides 3% as Nvidia “hangover” hits chips; after-hours dip deepens

Broadcom shares fell 3.2% to $321.70 Thursday and slipped another 1% after hours, despite announcing shipments of a 2-nanometer custom chip for Fujitsu. The company expects broader shipments in the second half of 2026 and projected AI chip revenue to double to $8.2 billion in its first fiscal quarter. Chip stocks dropped across the board as investors reacted to Nvidia’s results and sector competition.
February 26, 2026
Tesla stock drops after robotaxi permit report, insider sale filing adds to pressure

Tesla stock drops after robotaxi permit report, insider sale filing adds to pressure

Tesla shares fell 2.2% to $408.33 Thursday after a Reuters report said the company logged zero autonomous test miles in California for a sixth year and has not applied for advanced permits. Director Kathleen Wilson-Thompson filed to sell about $10.5 million in stock. Investors tracked insider moves and California permit activity. The Nasdaq dropped 1.18% amid a broader tech pullback.
February 26, 2026
IBM stock price rebounds again after Anthropic’s COBOL claim sparked a selloff — what’s next

IBM stock price rebounds again after Anthropic’s COBOL claim sparked a selloff — what’s next

IBM shares rose 1.7% to $241.68 late Thursday, extending a rebound after a 13.2% plunge earlier in the week triggered by AI startup Anthropic’s claims about modernizing COBOL. A UBS upgrade and a new $112 million U.S. defense contract helped stabilize the stock, though it remains down 18% for the year. Investors await management commentary and earnings in March.
February 26, 2026
Why Mastercard stock is moving: MetaMask’s U.S. crypto card launch and an insider filing

Why Mastercard stock is moving: MetaMask’s U.S. crypto card launch and an insider filing

Mastercard shares fell 5.6% to $509.39 Thursday, dragging Visa and American Express lower, as investors questioned the impact of AI-driven “agent” payments and crypto rails. Consensys launched the MetaMask Card nationwide, linking crypto wallets to Mastercard’s network. Executive Hai Ling sold nearly 9,000 shares under a pre-set plan. Mastercard’s annual report highlighted new AI payment products and said 40% of its transactions are tokenized.
February 26, 2026
ASX 200 futures point lower after record close as Australia shares eye Nvidia jitters, earnings

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

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
1 2 3 81