Technology 11 February 2026 - 12 February 2026

Cisco raises 2026 forecast on AI networking demand — but CSCO slips after hours
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Cisco raises 2026 forecast on AI networking demand — but CSCO slips after hours

Cisco raised its fiscal 2026 revenue forecast to $61.2–$61.7 billion, citing $2.1 billion in AI infrastructure orders from hyperscalers and an 18% rise in product orders. Shares fell 5.5% after hours despite beating earnings estimates with $1.04 per share on $15.35 billion in second-quarter revenue. Networking revenue jumped 21%, while security fell 4%. Cisco lifted its dividend 2% to 42 cents.
February 12, 2026
Unity stock price tumbles 26% after outlook miss; AI fears, Vector growth back in focus
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Unity stock price tumbles 26% after outlook miss; AI fears, Vector growth back in focus

Unity Software shares fell 26% to $21.41 in after-hours trading after forecasting first-quarter revenue below Wall Street estimates. The company reported fourth-quarter revenue of $503 million, up 10%, and adjusted earnings of $0.24 per share. About 105 million shares traded hands. Unity also announced board changes, naming Bernard Kim as an independent director and noting two departures.
February 12, 2026
Meta stock slips after-hours as $10 billion Indiana AI data center plan sharpens focus on spending
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Meta stock slips after-hours as $10 billion Indiana AI data center plan sharpens focus on spending

Meta shares closed down 0.3% after announcing a $10 billion Indiana data center for AI, with investors weighing heavy spending. Bill Ackman’s Pershing Square revealed a $2 billion Meta stake, calling the stock undervalued for AI. A German court ordered Meta’s Edge Network to pay Deutsche Telekom €30 million over network fees. Meta executive Jennifer Newstead filed to sell 515 shares under a preset plan.
February 11, 2026
Intel stock price rises as INTC rides chip rally, eyes MWC 2026 AI showcase
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Intel stock price rises as INTC rides chip rally, eyes MWC 2026 AI showcase

Intel shares rose 2% to $48.08 Wednesday, trading on heavy volume as chip stocks advanced. The move followed Intel’s announcement it will showcase AI inference for mobile networks at Mobile World Congress. The company also projected first-quarter revenue of $11.7–$12.7 billion and said it was surprised by server CPU demand. Intel is investing in AI chip startup SambaNova Systems, according to sources.
February 11, 2026
Coupang stock slips as Korea blames management for data leak and investors widen legal fight
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Coupang stock slips as Korea blames management for data leak and investors widen legal fight

Coupang shares fell about 2.5% to $17.79 Wednesday after South Korea’s probe found a former employee exploited security flaws, exposing data of 33.7 million customers. Three more U.S. investors joined an arbitration push against Seoul over its handling of the breach. Regulators plan a fine for Coupang’s late reporting. The stock lagged a firmer U.S. market.
February 11, 2026
Target stock price today: TGT inches up as CEO reshuffle, job cuts and ChatGPT ad test land
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Target stock price today: TGT inches up as CEO reshuffle, job cuts and ChatGPT ad test land

Target shares rose 0.2% to $113.44 in early New York trading Wednesday after confirming leadership changes effective Feb. 15 and maintaining its earnings outlook. Lisa Roath will become chief operating officer and Cara Sylvester chief merchandising officer. Target expects fourth-quarter and full-year results in line with prior forecasts. Investors await the March 3 earnings and strategy update.
February 11, 2026
Datadog stock slides after earnings spike as DDOG investors turn to Thursday’s investor day
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Datadog stock slides after earnings spike as DDOG investors turn to Thursday’s investor day

Datadog shares fell 3.4% to $125.31 in early Wednesday trading, reversing part of Tuesday’s 14% post-earnings jump. Q4 revenue rose 29% to $953 million, beating estimates, but the full-year profit outlook missed analyst targets. Investors await updates on AI and security at the Feb. 12 investor day. Scotiabank lowered its price target to $160.
February 11, 2026
Netflix stock ticks up before the bell as activist targets Warner deal; what to watch next
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Netflix stock ticks up before the bell as activist targets Warner deal; what to watch next

Netflix shares rose 0.1% in premarket trading to $82.28 as activist investor Ancora said it would vote against Warner Bros. Discovery’s plan to sell studios and streaming assets to Netflix. Paramount increased its rival bid, offering a ticking fee and to cover Warner’s breakup fee. Warner’s board maintained its support for the Netflix deal but will review Paramount’s new offer.
February 11, 2026
Google’s AI push hits staff: take a buyout if you’re not “all in”
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Google’s AI push hits staff: take a buyout if you’re not “all in”

Google is offering voluntary exit packages to some U.S. staff in its Global Business Organization, excluding major customer-facing sales teams, according to an internal memo. The offer follows Alphabet’s report of record $402.8 billion revenue in 2025 and plans for up to $185 billion in capital spending this year. Chief business officer Philipp Schindler urged employees to embrace faster AI-driven changes.
February 11, 2026
MARA stock slips before the open as Morgan Stanley flags limited AI data-center upside
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MARA stock slips before the open as Morgan Stanley flags limited AI data-center upside

MARA Holdings shares dropped 2.3% to $7.48 in premarket trading Wednesday, following a nearly 5% slide the previous session. Morgan Stanley initiated coverage with an underweight rating and $8 target, citing concerns over bitcoin mining profitability and limited data center track record. Bitcoin fell 2.4% to $66,880. Traders are watching Friday’s U.S. inflation report.
February 11, 2026
Google’s rare 100-year bond: Alphabet’s $31.5 billion debt blitz to bankroll AI buildout
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Google’s rare 100-year bond: Alphabet’s $31.5 billion debt blitz to bankroll AI buildout

Alphabet sold a £1 billion 100-year bond on Feb. 10, part of a $31.51 billion multi-currency debt raise, marking the tech sector’s first century bond since 1997. Demand for the tranche was nearly ten times the offer, with the bond carrying a 6.125% coupon and minimal investor protections, according to reports. The sale comes as Alphabet and other tech firms sharply increase spending on AI infrastructure.
February 11, 2026
Reddit’s leadership shake-up lands as in-app search climbs past 80 million weekly users
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Reddit’s leadership shake-up lands as in-app search climbs past 80 million weekly users

Reddit named Amit Puntambekar executive vice president of consumer engineering and promoted Jim Squires to chief marketing officer and Laura Nestler to EVP of community. The company says weekly Reddit search usage rose to over 80 million after merging it with its AI-powered Reddit Answers feature. Executives are testing new search placements and richer AI results to keep more research activity on the platform.
February 11, 2026
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