Technology 27 February 2026 - 28 February 2026

OpenAI Codex Update Turns the Mac App Into a Desktop AI Agent With Browser, Memory and More
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OpenAI Codex Update Turns the Mac App Into a Desktop AI Agent With Browser, Memory and More

OpenAI on Thursday released a major Codex update allowing its desktop app to control Mac software with its own cursor, add an in-app browser, generate images, and automate tasks. The rollout begins today for Codex desktop users signed in with ChatGPT. Over 3 million developers use Codex weekly, according to OpenAI. Some features remain unavailable in the EU and UK at launch.
April 16, 2026
Oracle stock sinks after hours as AI jitters hit tech; what to watch next week
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Oracle stock sinks after hours as AI jitters hit tech; what to watch next week

Oracle shares fell 4.6% to $145.40 in after-hours trading Friday, following a wider tech selloff and hotter-than-expected U.S. wholesale inflation data. Investors are watching next week’s jobs report and Oracle’s mid-March earnings for direction. The company recently announced plans to raise up to $50 billion for cloud expansion and extended its Red Bull Racing partnership.
February 28, 2026
Dell stock jumps 22% on $50 billion AI server outlook as buyback, dividend rise
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Dell stock jumps 22% on $50 billion AI server outlook as buyback, dividend rise

Dell shares jumped 21.9% to $148.08 Friday after the company forecast fiscal 2027 revenue of $138–$142 billion and projected AI-optimized server revenue of about $50 billion, up 103% year over year. Dell reported $33.38 billion in quarterly revenue and a $43 billion AI server backlog. The company raised its dividend 20% and expanded its buyback plan by $10 billion. Rising memory costs remain a risk to margins.
February 27, 2026
AMD stock slides as hot inflation data hits chips, with Meta and Nutanix AI deals in focus
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AMD stock slides as hot inflation data hits chips, with Meta and Nutanix AI deals in focus

AMD shares fell 1.72% to $200.18 Friday, extending losses as chip stocks and the Nasdaq declined. The drop followed AMD’s $250 million AI partnership with Nutanix and a supply deal with Meta that could reach $60 billion. Investors await AMD’s March 3 appearance at Morgan Stanley’s TMT conference for updates. A hotter U.S. producer price report also pressured tech stocks.
February 27, 2026
Micron stock slips as AI trade cools; S&P credit upgrade and March earnings in focus
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Micron stock slips as AI trade cools; S&P credit upgrade and March earnings in focus

Micron shares fell 0.8% to $412.14 Friday, capping a two-day drop of nearly 4% as chip stocks retreated after Nvidia’s earnings. S&P Global Ratings upgraded Micron’s credit to BBB, citing AI-driven growth and strong cash flow. The company’s new GDDR7 memory modules lag rivals in peak speed but add supply for GPU makers. Investors await Micron’s March 18 results for updates on memory pricing and demand.
February 27, 2026
Apple stock price drops 3% as Tim Cook teases a “big week” — what AAPL traders watch next
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Apple stock price drops 3% as Tim Cook teases a “big week” — what AAPL traders watch next

Apple shares fell 3.2% to $264.18 Friday, closing below $272.95 after heavy trading, and slipped 0.1% more after hours. CEO Tim Cook signaled a series of announcements starting Monday, with media invited to March 4 events in New York, London, and Shanghai. IDC warned rising memory costs could push average smartphone prices up 14% to $523 in 2026. Apple’s market value stood near $4 trillion.
February 27, 2026
PayPal stock price steadies as report cools Stripe takeover talk over PYPL
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PayPal stock price steadies as report cools Stripe takeover talk over PYPL

PayPal shares rose 0.3% to $45.65 Friday after dropping 3.8% the previous session, following reports it is not in talks to sell itself. Semafor said PayPal has prepared for possible activist pressure but is not pursuing a sale. Incoming CEO Enrique Lores takes over March 1. Earlier speculation linked Stripe to a possible acquisition, but both firms declined to comment.
February 27, 2026
Sensex slips 961 points, Nifty below 25,200 as IT AI fears cap a weak month — what to watch next week
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Sensex slips 961 points, Nifty below 25,200 as IT AI fears cap a weak month — what to watch next week

The Sensex fell 961.42 points and the Nifty 50 dropped 317.90 on Friday, led by losses in realty, metal, and FMCG shares. IT stocks slumped, with the Nifty IT index down 19.5% for February, its worst month since 2008, after U.S. firms launched new AI automation tools. Official data showed India’s economy grew 7.8% in the October-December quarter under a revised GDP series. The rupee finished February about 1% stronger.
February 27, 2026
IonQ stock pulls back after blowout outlook pop — what IONQ investors watch next
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IonQ stock pulls back after blowout outlook pop — what IONQ investors watch next

IonQ shares dropped 10.3% to $36.67 Friday, erasing part of Thursday’s 21.7% surge after the company forecast 2026 revenue of $225 million to $245 million. The firm reported a projected 2026 adjusted EBITDA loss of $310 million to $330 million and expects its SkyWater Technology acquisition to close by late 2026. Other quantum stocks also fell in morning trading.
February 27, 2026
Snowflake stock price slides 4% in regular session as investors weigh AI outlook and rate fears
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Snowflake stock price slides 4% in regular session as investors weigh AI outlook and rate fears

Snowflake shares fell 4.1% to $166.00 Friday, reversing gains from a post-earnings rally. The drop followed a strong forecast and record customer deal, but investors remain cautious amid doubts over AI returns and persistent inflation. Snowflake reported $1.28 billion in quarterly revenue, with product revenue up 30% year-on-year. Focus turns to customer usage trends ahead of the Snowflake Summit in June.
February 27, 2026
Applied Materials stock wobbles again after chip selloff; traders watch next week’s exec talks
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Applied Materials stock wobbles again after chip selloff; traders watch next week’s exec talks

Applied Materials shares fell 0.5% to $373.7 in late morning New York trade Friday, after a 4.87% drop Thursday. The stock has swung sharply this week, tracking volatility in chip equipment names after a recent rally near its 52-week high of $395.95. Management is scheduled to appear at investor conferences March 2 and March 10, with the annual meeting set for March 12.
February 27, 2026
Salesforce (CRM) stock slides after earnings bounce as $50B buyback meets AI scrutiny
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Salesforce (CRM) stock slides after earnings bounce as $50B buyback meets AI scrutiny

Salesforce shares fell 3.5% to $192.44 in Friday morning trading, reversing a 4% gain from the previous session. The drop followed fourth-quarter results showing 12% revenue growth to $11.2 billion and a $50 billion buyback authorization. CEO Marc Benioff said Agentforce AI annual recurring revenue reached $800 million, up 169% year-over-year. Investors await Friday’s Agentforce webinar for more on growth prospects.
February 27, 2026
GOOG stock ticks up as South Korea clears path for full Google Maps, but ad probe hangs over Alphabet
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GOOG stock ticks up as South Korea clears path for full Google Maps, but ad probe hangs over Alphabet

Alphabet Class C shares rose 0.55% to $308.83 by midmorning Friday after a 1.88% drop Thursday. South Korea approved Google’s export of high-precision map data under security conditions. Belgium opened a preliminary antitrust probe into Google’s online ad pricing. Meta signed a multi-billion dollar deal to rent Google’s TPUs for AI development, The Information reported.
February 27, 2026
Apple stock drops as memory-chip ‘tsunami’ hits smartphone outlook; AAPL traders eye March launch week
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Apple stock drops as memory-chip ‘tsunami’ hits smartphone outlook; AAPL traders eye March launch week

Apple shares fell 1.2% to $269.70 Friday morning after IDC forecast a 12.9% drop in global smartphone shipments this year, citing higher memory chip prices. Legal and regulatory pressure mounted as Apple sought to dismiss a shareholder lawsuit over Siri and faced U.S. lawmakers’ questions on encryption. Bloomberg reported Apple is in talks for an Apple Pay launch in India by mid-2026. Board chair Arthur Levinson reported gifting 1,113 shares.
February 27, 2026
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