Technology 13 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
Nebius stock jumps nearly 7% as AI cloud targets balloon — and spending does too
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Nebius stock jumps nearly 7% as AI cloud targets balloon — and spending does too

Nebius Group shares jumped 6.8% to $95.80 after reporting Q4 revenue of $227.7 million, missing analyst estimates, and a net loss of $249.6 million. CEO Arkady Volozh projected 2026 run-rate revenue of $7–9 billion and raised contracted power targets. Capital expenditures surged to $2.1 billion. Nebius plans to replace auditor Reanda, which gave an adverse opinion on its 2024 internal controls.
February 13, 2026
ServiceNow stock jumps after Pyramid Analytics deal as AI jitters still haunt software
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ServiceNow stock jumps after Pyramid Analytics deal as AI jitters still haunt software

ServiceNow shares climbed 3.7% to $107.15 Friday after announcing a deal to acquire Pyramid Analytics, pending regulatory approval. The move followed a volatile week for the stock, which remains over 51% below its 52-week high. Broader U.S. markets rose as January inflation data came in softer than expected. Salesforce and Oracle also gained, while Atlassian slipped.
February 13, 2026
Palo Alto Networks stock rises as CyberArk deal closes, Tel Aviv listing plan in focus
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Palo Alto Networks stock rises as CyberArk deal closes, Tel Aviv listing plan in focus

Palo Alto Networks shares rose 2.4% to $166.65 Friday after closing a $25 billion acquisition of Israel’s CyberArk and announcing plans for a secondary listing in Tel Aviv. The company will report quarterly results Feb. 17, with investors focused on integration costs and demand. Palo Alto expects to trade as “CYBR” on TASE while keeping “PANW” on Nasdaq. The stock traded between $162.04 and $170.36 during the session.
February 13, 2026
AI stocks swing again: Nvidia slips while Applied Materials jumps on AI-linked chip spending
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AI stocks swing again: Nvidia slips while Applied Materials jumps on AI-linked chip spending

Applied Materials jumped 9% after forecasting stronger-than-expected results, while Nvidia fell 1.5% and Alphabet dropped 0.8% as investors questioned AI megacap spending. Microsoft was flat as the FTC increased scrutiny of its AI and cloud bundling. The S&P 500 rose 0.53% and the Nasdaq gained 0.32% by midday. January U.S. inflation rose 0.2%, with electricity prices up 6.3% on AI-related demand.
February 13, 2026
Pinterest stock dives 18% after weak forecast as tariff-hit retailers cut ads
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Pinterest stock dives 18% after weak forecast as tariff-hit retailers cut ads

Pinterest shares fell 18% to $15.19 in midday New York trading Friday after the company forecast first-quarter revenue below Wall Street estimates, citing lower ad spending by major U.S. retailers facing tariff pressures. The stock touched $13.87 at session lows, with over 41 million shares traded. Pinterest’s outlook triggered at least 24 brokerage price target cuts. The company ended 2025 with 619 million monthly active users.
February 13, 2026
Workday founder Aneel Bhusri’s $139 million CEO comeback deal hinges on a five-year stock test
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Workday founder Aneel Bhusri’s $139 million CEO comeback deal hinges on a five-year stock test

Workday co-founder Aneel Bhusri will receive stock awards valued at $135 million as he returns as CEO, with $75 million tied to share-price targets, a regulatory filing showed. Bhusri’s agreement with co-founder David Duffield gives them control of about 68% of voting power. Workday shares have dropped 51% from their peak, erasing $40 billion in value. Fiscal fourth-quarter and full-year results are due Feb. 24.
February 13, 2026
GE Aerospace stock rises: robots, repair crunch and Airbus engine talks in focus
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GE Aerospace stock rises: robots, repair crunch and Airbus engine talks in focus

GE Aerospace shares rose 1% to $316.05 midday Friday after news of a plan to boost repair volume 33% at its Singapore hub with up to $300 million investment. Safran forecast higher 2026 profit, citing strong demand for engine services. CFM, the GE-Safran venture, is weighing new engine designs as supply strains persist. Aerospace stocks, including Boeing and RTX, traded higher.
February 13, 2026
Lam Research stock price rises as Applied’s AI outlook lifts chip-equipment names
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Lam Research stock price rises as Applied’s AI outlook lifts chip-equipment names

Lam Research shares climbed 2.3% to $236.72 Friday morning, recovering from Thursday’s drop as chip equipment stocks rallied after Applied Materials issued a strong forecast. The move followed softer U.S. inflation data, which lowered Treasury yields and boosted rate-cut hopes. Applied Materials jumped 8.8%. U.S. markets will close Monday for Presidents Day, reopening Tuesday.
February 13, 2026
Oracle stock climbs as Air Force, CMS cloud wins spotlight its government push
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Oracle stock climbs as Air Force, CMS cloud wins spotlight its government push

Oracle shares climbed 1.6% to $158.97 by midday Friday, outperforming major indexes after announcing new U.S. government cloud contracts. CEO Clayton M. Magouyrk sold 10,000 shares earlier in the week, according to a regulatory filing. The company secured an $88 million Air Force Cloud One task order and a separate cloud deal with the Centers for Medicare & Medicaid Services.
February 13, 2026
Lumentum stock drops 3% in Friday trade as AI optics rally cools
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Lumentum stock drops 3% in Friday trade as AI optics rally cools

Lumentum Holdings shares fell 3.3% to $564.50 in Friday morning trade after closing at $583.46. About 2 million shares changed hands as the stock swung between $540.17 and $594.07. The drop follows a rally after Lumentum reported fiscal Q2 revenue of $665.5 million and forecast Q3 revenue of $780 million to $830 million. Management is scheduled to present at several technology conferences in late February and March.
February 13, 2026
Intel stock price rebounds after Thursday slide as CPI cools — what investors watch next (INTC)
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Intel stock price rebounds after Thursday slide as CPI cools — what investors watch next (INTC)

Intel shares rose about 2% to $47.48 in late morning New York trade Friday, rebounding after a 3.75% drop the previous session. Softer U.S. inflation data and a strong outlook from Applied Materials steadied chip stocks. Intel disclosed five patched security vulnerabilities in its Xeon data-center chips. Investors remain focused on supply constraints ahead of Intel’s April 23 earnings report.
February 13, 2026
Western Digital stock slips in Friday trade as CPI data lands — what’s moving WDC now
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Western Digital stock slips in Friday trade as CPI data lands — what’s moving WDC now

Western Digital shares fell 2.3% to $277.50 in early New York trading Friday, giving back part of Thursday’s 3.8% rebound. The drop followed fresh U.S. inflation data showing consumer prices rose less than expected in January. Seagate and Micron also declined, while NetApp gained. Investors focused on buybacks, company guidance, and the March dividend schedule.
February 13, 2026
Arista Networks (ANET) stock jumps on upbeat outlook — what Wall Street is watching next
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Arista Networks (ANET) stock jumps on upbeat outlook — what Wall Street is watching next

Arista Networks shares jumped nearly 6% Friday after the company posted fourth-quarter earnings above estimates and guided first-quarter revenue to about $2.6 billion. Management warned of tight memory supply and rising component costs, even as it raised its 2026 revenue outlook. Shares hit $152.24 before settling at $143.10. Investors await more details on margins and demand in the post-close call.
February 13, 2026
Amazon stock slips again as AMZN trades near $198 with AI spending doubts still in the mix
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Amazon stock slips again as AMZN trades near $198 with AI spending doubts still in the mix

Amazon shares fell 0.7% to $198.17 Friday, extending an eight-session slide and pushing the stock over 20% below its recent high. Italian tax police searched Amazon’s Milan offices in a new tax evasion probe, which the company called “aggressive.” Amazon plans $200 billion in 2026 capex, raising investor concerns about cash flow and AI returns. Peers traded mixed as Wall Street indexes opened flat.
February 13, 2026
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