Technology 24 February 2026 - 25 February 2026

Visa stock price stabilizes after AI “scare trade” rattles payments — what Wall Street watches next
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Visa stock price stabilizes after AI “scare trade” rattles payments — what Wall Street watches next

Visa shares closed up 0.23% at $307.22 Tuesday, rebounding slightly after a 4.5% drop Monday triggered by viral concerns over AI disrupting card fees. Trading was mixed across payment stocks, with Mastercard up 0.40%, PayPal up 6.74%, and American Express down 0.24%. Investors are watching for Visa’s March conference appearances and next earnings report.
February 25, 2026
IBM stock price steadies after Anthropic’s COBOL AI scare — and traders eye the next trigger
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IBM stock price steadies after Anthropic’s COBOL AI scare — and traders eye the next trigger

IBM shares closed up 2.67% at $229.32 on Tuesday, rebounding after a 13% plunge Monday triggered by Anthropic’s claim that its Claude Code AI can speed up COBOL modernization on IBM-linked systems. IBM also announced a voice AI partnership with Deepgram for its watsonx Orchestrate product. Monday’s drop was IBM’s steepest since 2000, according to Reuters. Shares were little changed after hours.
February 24, 2026
Palantir stock price slides after software rout; investors eye Nvidia and inflation data
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Palantir stock price slides after software rout; investors eye Nvidia and inflation data

Palantir shares fell 3.4% to $128.75 Tuesday, cutting its market value to $433 billion amid a broad selloff in software stocks. The iShares Expanded Tech-Software ETF dropped 4.7%, while Snowflake, Datadog, and CrowdStrike also posted steep losses. Investors cited AI disruption risk and a viral research note predicting job losses. Nvidia’s earnings and U.S. inflation data are expected later this week.
February 24, 2026
Tesla stock rebounds above $409 as Europe sales slide and hiring lawsuit stays alive
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Tesla stock rebounds above $409 as Europe sales slide and hiring lawsuit stays alive

Tesla shares rose 2.4% to $409.38 Tuesday, recovering from Monday’s drop as about 55.6 million shares changed hands. January data showed Tesla’s European sales fell 17% year-on-year, while BYD registrations jumped 165%. A U.S. judge allowed a discrimination lawsuit against Tesla to proceed. The company plans to expand its robotaxi service to more U.S. cities in early 2026.
February 24, 2026
Texas Instruments stock sinks during capital management call — here’s what investors are zeroing in on
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Texas Instruments stock sinks during capital management call — here’s what investors are zeroing in on

Texas Instruments shares fell 3.6% to $211.95 Tuesday after the company detailed 2026 capital spending plans and reaffirmed a $2–$3 billion capex range. TI said it aims to source over 95% of wafers internally by 2030 and will fund its Silicon Labs acquisition with cash and prearranged debt. Cantor Fitzgerald raised its target price to $250 but maintained a Neutral rating.
February 24, 2026
ServiceNow stock rebounds toward $103 after AI fear selloff; tariffs and Nvidia loom
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ServiceNow stock rebounds toward $103 after AI fear selloff; tariffs and Nvidia loom

ServiceNow shares climbed 2.1% to $102.95 Tuesday afternoon, rebounding from Monday’s 3.33% drop amid sector-wide losses tied to AI disruption fears. The company announced a multi-year AI partnership with Tata Consultancy Services and launched a new healthcare workflow product. A Form 144 filing showed officer Paul Fipps plans to sell 3,696 shares, valued at about $376,000.
February 24, 2026
Intel stock price jumps as INTC bets on SambaNova AI tie-up — what investors watch next
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Intel stock price jumps as INTC bets on SambaNova AI tie-up — what investors watch next

Intel shares jumped 5.9% to $46.21 Tuesday after announcing a multi-year AI partnership with SambaNova and an investment in SambaNova’s $350 million Series E round. SambaNova also unveiled its SN50 chip, with SoftBank set as the first customer in Japan. Intel’s stock had fallen for five straight sessions before the news. CFO David Zinsner will speak at a Morgan Stanley conference on March 4.
February 24, 2026
AI stocks: AMD stock price jumps on Meta chip pact as Nvidia earnings loom
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AI stocks: AMD stock price jumps on Meta chip pact as Nvidia earnings loom

AMD shares jumped over 6% Tuesday after announcing Meta will deploy up to 6 gigawatts of AMD Instinct GPUs for AI, with Meta receiving warrants to buy up to 10% of AMD if purchase milestones are met. The deal, valued at up to $60 billion over five years, includes performance-based warrants for 160 million shares at $0.01 each. Initial shipments are set for the second half of 2026.
February 24, 2026
Booking Holdings stock price jumps as Morgan Stanley upgrade pushes back on AI disruption fears
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Booking Holdings stock price jumps as Morgan Stanley upgrade pushes back on AI disruption fears

Booking Holdings shares jumped 4.6% to about $4,048 Tuesday morning after Morgan Stanley upgraded the stock, partially reversing Monday’s 5% drop tied to concerns over AI-driven disruption in online travel. Morgan Stanley set a $5,500 price target, citing Booking’s scale and data. The sector had sold off after a report suggested AI agents could soon handle full travel bookings.
February 24, 2026
Mastercard stock slides again after Monday rout; AI “disruption” jitters hit payment networks
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Mastercard stock slides again after Monday rout; AI “disruption” jitters hit payment networks

Mastercard shares fell 0.6% to $492.95 late Tuesday morning, extending Monday’s 5.77% drop. Investors cited a bearish research note and concerns that AI-driven payment systems could threaten card-network fees and volumes. Visa and American Express also slumped Monday. Traders are watching Nvidia earnings and new tariff signals from Washington this week.
February 24, 2026
Visa stock tumbles as “agentic commerce” fears hit payment giants
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Visa stock tumbles as “agentic commerce” fears hit payment giants

Visa shares dropped 4.5% to $306.52 Tuesday, extending losses after a viral report on AI agents and stablecoins raised doubts about card-network fee models. Mastercard and American Express also fell sharply. The selloff followed a scenario published by Citrini Research suggesting AI could bypass traditional payment rails. Investors are watching upcoming U.S. data and executive remarks for signs of stabilization.
February 24, 2026
Broadcom stock price slides near $321 as AI chip deal talk rattles AVGO ahead of earnings
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Broadcom stock price slides near $321 as AI chip deal talk rattles AVGO ahead of earnings

Broadcom shares dropped 2.9% to $320.70 in morning trading Tuesday, extending a two-day slide after Meta and AMD announced a $60 billion AI chip supply deal. AMD jumped 7.5% while Nvidia was little changed. Investors rotated positions ahead of Nvidia’s earnings Wednesday and Broadcom’s results March 4. About 5.1 million Broadcom shares changed hands.
February 24, 2026
Palantir stock slides in New York as tariffs and fresh AI tool news keep pressure on PLTR
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Palantir stock slides in New York as tariffs and fresh AI tool news keep pressure on PLTR

Palantir shares fell 2.6% to $127.23 in morning trading Tuesday, extending a recent slide as investors sold off high-valuation software stocks. The drop followed a new 10% U.S. tariff regime and ongoing concerns over AI-driven disruption. Palantir is now 39% below its 52-week high. Traders are awaiting Trump’s State of the Union address and Nvidia’s earnings.
February 24, 2026
Apple stock jumps 3% on Houston Mac mini shift as tariff fog hangs over Wall Street
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Apple stock jumps 3% on Houston Mac mini shift as tariff fog hangs over Wall Street

Apple shares rose 3% to $274.23 Tuesday morning after announcing some Mac mini production will shift to Houston later this year. The move coincided with a new 10% U.S. tariff on electronics and comes ahead of Apple’s annual shareholder meeting. The S&P 500 was little changed after falling 1% Monday on tariff and AI concerns. Mac mini sales account for less than 1% of Apple’s revenue.
February 24, 2026
Nvidia stock price slips as AMD-Meta chip deal sharpens focus on Wednesday earnings
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Nvidia stock price slips as AMD-Meta chip deal sharpens focus on Wednesday earnings

Nvidia shares fell 0.6% to $190.31 in early Tuesday trading as investors awaited its quarterly earnings due Wednesday afternoon. AMD surged over 10% after announcing a $60 billion AI chip supply deal with Meta, which also gained an option to buy up to 10% of AMD. Traders are watching Nvidia’s guidance and supply signals amid rising competition and concerns about AI chip demand.
February 24, 2026
Amazon stock hugs $205 as $12 billion Louisiana data-center plan keeps AI spending debate alive
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Amazon stock hugs $205 as $12 billion Louisiana data-center plan keeps AI spending debate alive

Amazon shares slipped 0.1% to $205.16 Tuesday morning after announcing a $12 billion data-center investment in Louisiana. The company plans new campuses in Caddo and Bossier parishes, creating 540 full-time jobs. Investors remain cautious as Amazon’s stock is down 9.4% this year amid concerns over rising AI infrastructure spending. Nvidia’s earnings report Wednesday is seen as a key indicator for AI demand.
February 24, 2026
Tesla stock dips as it challenges California DMV over ‘Autopilot’ and FSD labels
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Tesla stock dips as it challenges California DMV over ‘Autopilot’ and FSD labels

Tesla shares fell 0.6% to $397.57 Tuesday after the company sued California’s DMV over claims its Autopilot and FSD marketing misled consumers. The lawsuit follows state action that forced Tesla to change its driver-assistance language to avoid license suspension. Broader auto stocks and markets were also weaker. Investors await further court filings and Nvidia’s earnings on Wednesday.
February 24, 2026
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