Technology 16 February 2026 - 17 February 2026

Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus
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Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus

Cisco shares closed up 1.74% at $79.46 Friday, outperforming a declining market as 27.46 million shares traded. U.S. cyber agencies warned of active exploitation of a critical Cisco SD-WAN flaw, with emergency patch deadlines set for federal agencies. Cisco said no new financial details will be shared at investor events in early March, including a March 5 Morgan Stanley conference.
February 28, 2026
Shopify stock price in focus as buyback nears and AI “shopping agents” debate drags on
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Shopify stock price in focus as buyback nears and AI “shopping agents” debate drags on

U.S. markets were closed Monday for Washington’s Birthday; trading resumes Tuesday. Shopify’s $2 billion share buyback begins Feb. 17, following a 1.84% gain Friday to $112.70 after earnings. Fourth-quarter revenue rose 31% to $3.672 billion, with $715 million in free cash flow. Analysts remain split on whether AI “shopping agents” threaten Shopify’s business model.
February 17, 2026
Lam Research stock price: LRCX heads into Tuesday reopen after chip-tool rally and big macro week
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Lam Research stock price: LRCX heads into Tuesday reopen after chip-tool rally and big macro week

Lam Research closed at $235.53, up 1.8%, before U.S. markets shut for Presidents Day. Trading resumes Tuesday, with investors eyeing Fed minutes on Feb. 18 and the U.S. GDP report on Feb. 20. Chip-equipment stocks have reacted to AI spending signals and memory market shifts. Applied Materials recently beat forecasts on strong AI processor demand.
February 17, 2026
Salesforce stock price: CRM heads into Tuesday with Cimulate deal in view and earnings next week
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Salesforce stock price: CRM heads into Tuesday with Cimulate deal in view and earnings next week

Salesforce shares closed Friday up 2.3% at $189.72 ahead of next week’s quarterly results and product updates. U.S. stock markets are closed Monday for Presidents Day, reopening Tuesday. Salesforce last week agreed to acquire AI firm Cimulate to boost its commerce platform. Investors remain divided over whether AI tools will drive growth or disrupt software pricing.
February 16, 2026
Oracle stock set for Tuesday test as class-action deadline and AI funding plan linger
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Oracle stock set for Tuesday test as class-action deadline and AI funding plan linger

Oracle shareholders face an April 6 deadline to seek lead-plaintiff status in a securities-fraud class action, with the case filed Feb. 3 in Delaware federal court against the company and top executives. Oracle shares closed at $160.14 on Friday, up 2.3%. Markets were shut Monday for Washington’s Birthday. Investors await Tuesday trading and Oracle’s March 9 earnings for updates on its $45–$50 billion cloud funding plan.
February 16, 2026
Applied Materials stock pauses on Presidents Day after AMAT’s 8% jump — what’s next for the chip-tool maker
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Applied Materials stock pauses on Presidents Day after AMAT’s 8% jump — what’s next for the chip-tool maker

Applied Materials shares closed up 8.1% at $354.91 on Friday after the company projected stronger-than-expected second-quarter revenue and profit. The rally came as analysts raised price targets, citing demand for AI-related chip equipment. U.S. markets will remain closed Monday for Presidents Day, pausing trading after Applied agreed to pay $252 million over illegal exports to China.
February 16, 2026
AMD stock in focus: TCS partnership puts ‘Helios’ AI plan for India on the tape
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AMD stock in focus: TCS partnership puts ‘Helios’ AI plan for India on the tape

AMD and Tata Consultancy Services announced an expanded partnership to build rack-scale AI systems in India using AMD’s “Helios” platform. Shares last closed at $207.32 on Friday, up 0.67%, with U.S. markets shut Monday for Presidents Day. Investors await Tuesday’s open for market reaction. No financial terms or revenue timeline were disclosed.
February 16, 2026
AI stocks head into Tuesday reopen as Nvidia, Microsoft slide and “AI spend” doubts linger
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AI stocks head into Tuesday reopen as Nvidia, Microsoft slide and “AI spend” doubts linger

U.S. stock markets were closed Monday for Presidents Day, pausing trading in AI-linked megacaps that have lost value this year amid doubts over costly AI infrastructure spending. Nvidia’s February 25 earnings are seen as the next key event for investors. In the last session before the holiday, Nvidia fell 2.2%, Alphabet dropped 1.1%, and Meta lost 1.5%. AI sector sentiment remains tense ahead of Tuesday’s market reopen.
February 16, 2026
Microsoft stock (MSFT) pauses at $401 as AI spending doubts linger — what to watch next
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Microsoft stock (MSFT) pauses at $401 as AI spending doubts linger — what to watch next

Microsoft shares closed at $401.32 on Friday, down about 17% year-to-date and erasing roughly $613 billion in market value. U.S. markets will be closed Monday for Presidents Day. Investors remain focused on upcoming U.S. inflation data and Nvidia’s results, as Microsoft faces pressure over AI spending, slower cloud growth, and increased regulatory scrutiny.
February 16, 2026
Amazon stock: $343 billion wiped off value as AI spending fears hang over Tuesday’s reopen
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Amazon stock: $343 billion wiped off value as AI spending fears hang over Tuesday’s reopen

Amazon shares have dropped 13.85% in 2026, erasing about $343 billion in market value as investors question heavy AI spending. The company closed Friday at $198.79, with markets shut Monday for Presidents Day. Amazon plans $200 billion in capital expenditures this year while free cash flow has fallen to $11.2 billion. Markets reopen Tuesday with traders watching Fed minutes and U.S. economic data.
February 16, 2026
Apple stock set for Tuesday reboot as March 4 event invite lands after AAPL’s rough week
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Apple stock set for Tuesday reboot as March 4 event invite lands after AAPL’s rough week

Apple shares closed at $255.78 on Friday, down 2.3% for the day and nearly 8% for the week. The company has scheduled a “special Apple Experience” event for March 4 in New York. Apple’s market value has dropped about $256 billion since the start of 2026, now at $3.76 trillion. The week ahead includes Walmart earnings and key U.S. economic data releases.
February 16, 2026
Sandisk stock price: what could move SNDK after Presidents Day as Fed minutes, Nvidia results loom
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Sandisk stock price: what could move SNDK after Presidents Day as Fed minutes, Nvidia results loom

Sandisk shares closed down 0.5% at $626.56 on Friday ahead of a market pause for Presidents Day. The stock traded in a wide range as investors reassessed AI spending and its impact on storage demand. Sandisk forecast third-quarter revenue of $4.40–$4.80 billion, citing increased SSD deployments linked to AI infrastructure. The Federal Reserve minutes and Nvidia’s upcoming results may influence trading this week.
February 16, 2026
Nvidia (NVDA) stock: Blackwell Ultra test data lands as AI spending worries shadow the next session
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Nvidia (NVDA) stock: Blackwell Ultra test data lands as AI spending worries shadow the next session

Nvidia said its new Blackwell Ultra platform delivers up to 50 times higher inference throughput per megawatt than its previous generation, as major cloud providers begin deploying the technology. Nvidia shares last closed at $182.81, down 2.21%, amid investor concerns over AI spending and an $89.67 billion drop in market value since January. U.S. markets were closed Monday for Presidents Day. AMD announced a new AI data center partnership in India.
February 16, 2026
IBM stock price steadies near $262 as Wall Street closes for Presidents Day — what to watch next
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IBM stock price steadies near $262 as Wall Street closes for Presidents Day — what to watch next

IBM shares closed up 1.1% at $262.38 on Friday, snapping a four-day losing streak and outperforming Microsoft and Alphabet. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. IBM plans to triple U.S. entry-level hiring in 2026, even as automation expands. The stock remains about 19% below its November high.
February 16, 2026
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