Technology 19 February 2026

Netflix stock dips as Warner bid fight heats up and DOJ questions hang over the deal
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Netflix stock dips as Warner bid fight heats up and DOJ questions hang over the deal

Netflix shares dropped 1.6% to $76.73 Thursday as investors reacted to bidding tensions over Warner Bros. Discovery. Warner’s board rejected Paramount Skydance’s $30-a-share offer but left the door open for a higher bid before the Feb. 23 deadline. Netflix holds matching rights and may raise its $27.75-a-share offer. U.S. regulators are reviewing the deal’s impact on film distribution.
February 19, 2026
Why Applied Materials stock is down today: Nvidia tie-up, CFO sale, March investor talks
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Why Applied Materials stock is down today: Nvidia tie-up, CFO sale, March investor talks

Applied Materials shares slipped 0.9% to $366 Thursday after its CFO sold $1.8 million in stock and the company announced a new AI chip-manufacturing collaboration with NVIDIA. Investors are awaiting executive appearances at two March conferences for updates on demand and margins. Chip stocks broadly declined, with NVIDIA down 0.6% and the VanEck Semiconductor ETF off 1.1%.
February 19, 2026
Uber stock price edges higher as $100 million robotaxi charging push lands on investors’ screens
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Uber stock price edges higher as $100 million robotaxi charging push lands on investors’ screens

Uber shares rose 0.2% to $72.89 Thursday after the company announced a $100 million investment in autonomous-vehicle charging hubs, starting in the Bay Area, Los Angeles, and Dallas. Uber also expanded a partnership with Life360 for family travel and struck a deal with Intuit for free TurboTax rides. In Europe, French authorities raided taxi operator G7 after a complaint from Uber.
February 19, 2026
Salesforce (CRM) stock slips after Momentum deal as Wall Street braces for earnings
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Salesforce (CRM) stock slips after Momentum deal as Wall Street braces for earnings

Salesforce shares fell about 1% to $185.98 midday Thursday after the company announced a deal to acquire Momentum, a platform for analyzing voice and video sales calls. The acquisition aims to enhance Agentforce and Slackbot capabilities. Investors await Salesforce’s Feb. 25 earnings report for signs that new AI products are driving growth. The transaction is expected to close in early fiscal 2027.
February 19, 2026
AppLovin stock price ticks up as report points to homegrown social network plan
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AppLovin stock price ticks up as report points to homegrown social network plan

AppLovin shares rose 0.3% to $405.42 Thursday after a Bloomberg report said the company is preparing a social networking platform. Job postings reference building a global, consumer-facing feed product. AppLovin recently sold its gaming business to Tripledot Studios for $400 million and reported Q4 revenue of $1.658 billion. Board member Herald Y. Chen converted 150,000 Class B shares and gifted 100,000 Class A shares.
February 19, 2026
Oracle stock price rises as AI data-center power deals keep ORCL in focus
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Oracle stock price rises as AI data-center power deals keep ORCL in focus

Oracle shares rose 1.1% to $157.93 in late-morning trading Thursday, extending gains after a sharp drop earlier in the week. The move followed news of a long-term DTE Energy deal to supply 1.4 gigawatts of power to Oracle’s planned Michigan data center. Michigan regulators approved the contract with conditions to protect other customers. Investors await Oracle’s March update for signals on spending and cloud demand.
February 19, 2026
Lumentum stock jumps nearly 5% as Wall Street keeps raising targets on AI optics demand
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Lumentum stock jumps nearly 5% as Wall Street keeps raising targets on AI optics demand

Lumentum shares climbed 4.9% to $623.32 by late morning Thursday after Mizuho raised its price target to $645, citing strength in AI-driven data-center optics. The company recently reported quarterly revenue of $665.5 million and forecast up to $830 million for the current quarter. SEC filings showed two executives sold shares under pre-set trading plans. Investors await management appearances later this month for updates.
February 19, 2026
Palo Alto Networks stock slides again: PANW extends post-earnings drop as deal costs bite
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Palo Alto Networks stock slides again: PANW extends post-earnings drop as deal costs bite

Palo Alto Networks shares fell 1.7% to $149.80 Thursday after forecasting lower-than-expected third-quarter adjusted profit, citing higher acquisition costs. The company reported fiscal Q2 revenue up 15% to $2.59 billion and non-GAAP profit of $1.03 per share, but guided Q3 adjusted earnings to 78–80 cents, below analyst estimates. Palo Alto also announced plans to acquire Israeli startup Koi.
February 19, 2026
Figma (FIG) stock price jumps after outlook beat; March AI credits are the next test
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Figma (FIG) stock price jumps after outlook beat; March AI credits are the next test

Figma shares rose 6.7% to $25.82 Thursday after reporting 40% fourth-quarter revenue growth and a higher 2026 forecast. The company will start charging for AI credits in March, with CFO Praveer Melwani warning of margin pressure from AI costs. The stock remains down over 80% from its 2025 high. Analyst reactions were mixed, with targets ranging from $30 to $35.
February 19, 2026
Alphabet Class C (GOOG) stock rises on Google’s Shopee AI deal — what traders watch next
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Alphabet Class C (GOOG) stock rises on Google’s Shopee AI deal — what traders watch next

Alphabet’s Class C shares rose 0.4% to $305.29 late Thursday morning as Google announced a partnership with Sea Ltd to develop AI shopping tools for Shopee and expand payments collaboration. The European Commission has asked advertisers for feedback on possible manipulation of Search ad auction prices but has not launched a formal probe. YouTube resolved a brief outage that affected over 320,000 U.S. users.
February 19, 2026
DoorDash stock jumps after outlook beat — but the cost bill is climbing
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DoorDash stock jumps after outlook beat — but the cost bill is climbing

DoorDash shares rose 3% to $178.87 Thursday after the company projected first-quarter gross order value of $31–$31.8 billion, topping estimates. Profit guidance lagged forecasts as DoorDash ramps spending on a multi-brand tech overhaul. Fourth-quarter orders jumped 32% to 903 million, with revenue up 38% to $4 billion. The board authorized a $5 billion share buyback, but no stock had been repurchased as of Feb. 17.
February 19, 2026
Meta stock price today: META holds up on Nvidia AI chip pact, smartwatch report
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Meta stock price today: META holds up on Nvidia AI chip pact, smartwatch report

Meta shares rose 0.1% to $643.8 Thursday morning, bucking a 0.4% drop in major U.S. indexes. Nvidia confirmed a multi-year deal to supply Meta with millions of AI chips, including upcoming Blackwell and Rubin lines. Meta also revived plans to launch its first smartwatch later this year, according to Reuters. Chip stocks were mixed, with Nvidia up 0.1%, AMD up 1%, and Intel down 1.5%.
February 19, 2026
Apple stock price today: AAPL slips after West Virginia iCloud lawsuit as traders size up what’s next
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Apple stock price today: AAPL slips after West Virginia iCloud lawsuit as traders size up what’s next

Apple shares fell 0.4% to $263.32 after West Virginia sued the company over handling of child sexual abuse material on iCloud. The lawsuit comes as a Berkshire Hathaway filing showed it held about 228 million Apple shares at the end of 2025. Investors are watching Friday’s PCE inflation data and Apple’s Feb. 24 annual shareholder meeting.
February 19, 2026
Microsoft stock price today: MSFT edges up on $50B AI pledge, CrowdStrike deal and insider buy
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Microsoft stock price today: MSFT edges up on $50B AI pledge, CrowdStrike deal and insider buy

Microsoft shares rose 0.7% to $402.50 Thursday morning, outpacing tech benchmarks after the company detailed a $50 billion AI investment plan and new enterprise deals. Director John W. Stanton bought 5,000 shares for about $2 million. The stock traded ex-dividend, with a $0.91 payout set for March 12. CrowdStrike shares also gained after expanding its partnership with Microsoft.
February 19, 2026
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