Technology 26 February 2026

Netflix’s Big Mobile App Redesign Adds Vertical Video Feed and AI Recommendations
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Netflix’s Big Mobile App Redesign Adds Vertical Video Feed and AI Recommendations

Netflix will launch a redesigned mobile app by late April, adding a vertical video feed and expanding generative AI use in recommendations and creator tools. The update comes as Netflix pushes into advertising, live events, and video podcasts. First-quarter revenue rose 16% to $12.25 billion, but shares dropped over 10% Friday after a weaker outlook and news that co-founder Reed Hastings will leave the board in June.
April 17, 2026
CrowdStrike stock rebounds after AI scare as VAST partnership, FalconID rollout hit tape
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CrowdStrike stock rebounds after AI scare as VAST partnership, FalconID rollout hit tape

CrowdStrike shares rose 3.9% to $377.38 in midday trading Thursday, rebounding after a sharp selloff in cybersecurity stocks this week. The company announced a new AI partnership with VAST Data and launched FalconID, a multi-factor authentication product. Investors await CrowdStrike’s March 3 earnings report for updates on demand. DA Davidson cut its price target to $425 from $580, citing recent volatility.
February 26, 2026
Lumentum stock drops 5% in regular session — why LITE is swinging and what’s next
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Lumentum stock drops 5% in regular session — why LITE is swinging and what’s next

Lumentum shares fell 5.1% to $686.69 Thursday, reversing the prior day's gain, as the Nasdaq dropped 1.3%. The stock traded between $662 and $728 with no new company news since early February. Investors await updates from management’s investor meetings and a March 2 conference webcast. Wall Street’s average one-year price target stands at $565.29.
February 26, 2026
Alphabet (Google) Class C stock price slides as EU search shake-up looms; March 3 CFO talk next
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Alphabet (Google) Class C stock price slides as EU search shake-up looms; March 3 CFO talk next

Alphabet’s Class C shares dropped 2.9% to $303.93 Thursday morning after reports Google will test changes to its European search results as EU regulators review possible Digital Markets Act violations. Google also signed new power supply deals for data centers in Minnesota and Texas. A Russian court fined Google over 22 million roubles for distributing VPNs. Investors await CFO Anat Ashkenazi’s update on March 3.
February 26, 2026
Nvidia stock drops after earnings beat — NVDA investors eye China sales, March GTC
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Nvidia stock drops after earnings beat — NVDA investors eye China sales, March GTC

Nvidia shares fell 3.6% to $188.42 in early New York trading Thursday despite reporting quarterly revenue and earnings above Wall Street estimates and issuing a strong forecast. The company’s outlook excludes China data-center chip revenue, though Nvidia has U.S. licenses to ship limited H200 chips there. Traders await more details at Nvidia’s March GTC keynote.
February 26, 2026
Figma stock slips in early trade after two-day rally as insider filings hit tape
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Figma stock slips in early trade after two-day rally as insider filings hit tape

Figma shares fell 0.9% to $30.96 in early Thursday trading, paring gains after two days of double-digit rallies. Director Andrew Reed disclosed buying over 554,000 shares last week, while a Form 144 flagged potential insider sales. The moves follow Figma’s strong fourth-quarter results and ahead of planned pricing changes in March. Investors await the next earnings report on May 14.
February 26, 2026
AXT (AXTI) stock slips premarket after a 44% two-day surge — export permits and Nvidia’s outlook in focus
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AXT (AXTI) stock slips premarket after a 44% two-day surge — export permits and Nvidia’s outlook in focus

AXT Inc shares fell 2.4% to $39.99 in premarket trading Thursday after a 44% rally over two days. The company, which makes indium phosphide substrates used in AI infrastructure, faces uncertainty over Chinese export permits. AXT trimmed its Q4 revenue outlook in January citing permit delays. Next quarterly results are due April 23.
February 26, 2026
AMD stock price dips in premarket as Meta mega-deal meets dilution questions and a fresh Nutanix tie-up
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AMD stock price dips in premarket as Meta mega-deal meets dilution questions and a fresh Nutanix tie-up

AMD shares fell 1.3% to $208.15 in premarket trading Thursday after a two-day AI-driven rally. The drop follows news of a multi-year Meta supply deal involving warrants for up to 160 million AMD shares, and a $150 million investment in Nutanix. Investors remain cautious about AI monetization and dilution risks tied to the Meta agreement. U.S. stock index futures showed little movement after Nvidia’s earnings.
February 26, 2026
UiPath stock price today: PATH edges up premarket as “agentic AI” standards push meets fresh competition
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UiPath stock price today: PATH edges up premarket as “agentic AI” standards push meets fresh competition

UiPath shares rose 0.2% to $9.96 in Thursday premarket trading after joining the Agentic AI Foundation as a Gold member. The company will work on open standards for AI agents as investors await its March 11 earnings. UiPath stock closed Wednesday down 1.6% at $9.94, with 52.5 million shares traded. Software stocks remain volatile amid scrutiny over AI monetization.
February 26, 2026
Intel stock today: INTC slips in premarket as SambaNova AI pact meets Nvidia earnings reality check
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Intel stock today: INTC slips in premarket as SambaNova AI pact meets Nvidia earnings reality check

Intel shares fell 0.7% to $46.54 in premarket trading Thursday after a two-day rise. The move follows news of a multi-year AI inference partnership with SambaNova Systems, which just raised $350 million. Nvidia’s strong results failed to boost chip stocks broadly, with U.S. futures little changed. Intel stock remains 14% below its January 52-week high.
February 26, 2026
Nvidia stock (NVDA) edges up in premarket after $78B outlook — but investors press on cash returns
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Nvidia stock (NVDA) edges up in premarket after $78B outlook — but investors press on cash returns

Nvidia reported a 73% jump in quarterly revenue to $68.1 billion and forecast first-quarter sales of $78 billion, excluding China data-center compute revenue. Shares rose 0.6% premarket after the results, but U.S. stock index futures were little changed. Nvidia returned $41.1 billion to shareholders in fiscal 2026 and declared a $0.01 quarterly dividend. Two customers made up 36% of fiscal 2026 sales.
February 26, 2026
Alibaba stock slides in premarket as cut-price AI coding plan puts earnings in the spotlight
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Alibaba stock slides in premarket as cut-price AI coding plan puts earnings in the spotlight

Alibaba’s U.S.-listed shares fell 3.1% to $147.58 in premarket trading Thursday after the company launched low-cost access to several Chinese AI coding models via its cloud unit. The new “Coding Plan” offers introductory prices as low as 7.9 yuan per month. Investors are watching cloud demand and AI spending ahead of Alibaba’s next results update. ByteDance’s Doubao chatbot recently topped 100 million daily users, while Alibaba’s Qwen peaked at 30 million.
February 26, 2026
Baidu stock drops before the bell after earnings show ads still weak despite AI cloud gains
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Baidu stock drops before the bell after earnings show ads still weak despite AI cloud gains

Baidu’s U.S.-listed shares fell nearly 3% in premarket trading Thursday after reporting a 4% drop in December-quarter revenue to 32.74 billion yuan ($4.7 billion), despite beating analyst estimates. Advertising revenue remained weak, offsetting gains in AI and cloud businesses. The board approved a $5 billion share buyback and announced its first dividend policy. Investors await management’s comments on the earnings call later Thursday.
February 26, 2026
D-Wave Quantum stock price jumps before earnings after federal-agency partnership headline
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D-Wave Quantum stock price jumps before earnings after federal-agency partnership headline

D-Wave Quantum shares rose 7.4% to $21.10 in early premarket trading Thursday after a 5.4% gain Wednesday. The move follows news of a co-selling partnership with Unissant targeting U.S. federal agencies. D-Wave is set to report quarterly and full-year results before the bell, with a call at 8 a.m. ET. Analysts expect a loss of about 6 cents per share on $3.72 million in revenue.
February 26, 2026
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