Technology 23 February 2026 - 24 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
Cisco stock dips after hours after Wall Street selloff; CSCO investors eye Nvidia results next
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Cisco stock dips after hours after Wall Street selloff; CSCO investors eye Nvidia results next

Cisco shares closed down 1.8% at $77.74 Monday and were little changed after hours, following a broader market selloff driven by tariff concerns and AI disruption fears. The company announced a new “Secure AI Factory” in Australia with SharonAI and Nvidia, using 1,024 Nvidia Blackwell Ultra GPUs to keep AI processing local. Trading volume topped 24.5 million shares, above the 50-day average.
February 24, 2026
Shopify stock slides 7% after hours as tariff turmoil and AI fears batter tech
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Shopify stock slides 7% after hours as tariff turmoil and AI fears batter tech

Shopify shares fell about 7% to $117.28 in after-hours trading Monday, extending a sharp drop as software stocks slumped and investors reacted to tariff uncertainty and AI disruption fears. Roughly $223 billion was erased from software sector value, with the iShares Expanded Tech-Software ETF down 4.75%. Shopify recently announced a $2 billion buyback and flagged lower free cash flow margins.
February 23, 2026
Rocket Lab stock slips as RKLB nears Feb. 26 earnings and Pentagon hypersonic test
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Rocket Lab stock slips as RKLB nears Feb. 26 earnings and Pentagon hypersonic test

Rocket Lab shares fell 0.9% to $70.25 in late trading Monday ahead of its Feb. 26 earnings report. The company is also expected to support a Pentagon-linked hypersonic test flight using its HASTE launcher before the end of February. About 8.2 million shares traded as the S&P 500 dropped 1%. Investors are watching for updates on revenue, launches, and the Neutron rocket.
February 23, 2026
GE Vernova stock holds near $831 after hours as Amazon’s $12 billion data-center plan keeps power-demand trade in focus
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GE Vernova stock holds near $831 after hours as Amazon’s $12 billion data-center plan keeps power-demand trade in focus

GE Vernova shares rose 0.1% to $831.30 in after-hours trading Monday after a volatile session. The company reported a $150 billion backlog and increased gas-power equipment orders, but warned Vineyard Wind delays could cut 2026 wind revenue by $250 million. The board declared a $0.50 quarterly dividend. Next earnings webcast is set for April 22.
February 23, 2026
Arista Networks stock drops as tariff jitters hit tech; what ANET investors watch next
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Arista Networks stock drops as tariff jitters hit tech; what ANET investors watch next

Arista Networks shares fell 3.1% to $128.62 Monday as U.S. tech stocks dropped after President Trump announced new global tariffs. Cisco and Hewlett Packard Enterprise also declined, while Nvidia edged higher. Investors are watching for Nvidia’s earnings and Arista’s investor events later this week. Bridgewater projects Big Tech will spend $650 billion on AI infrastructure in 2026, up from $410 billion in 2025.
February 23, 2026
Nvidia stock bucks tariff-hit tech slide as $650 billion AI spending forecast raises the stakes
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Nvidia stock bucks tariff-hit tech slide as $650 billion AI spending forecast raises the stakes

Nvidia shares rose 0.2% to $190.28 on Monday, bucking declines in other U.S. AI megacaps amid renewed tariff uncertainty. Microsoft, Amazon, and Meta dropped between 2.1% and 2.9% in midday trading. Bridgewater estimates Alphabet, Amazon, Meta, and Microsoft will spend about $650 billion on AI infrastructure in 2026, up from $410 billion in 2025. Traders await Nvidia’s results for signs of AI demand and spending shifts.
February 23, 2026
Lam Research stock slides as tariff fog hits tech — what LRCX investors are watching next
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Lam Research stock slides as tariff fog hits tech — what LRCX investors are watching next

Lam Research shares dropped 2.5% to $238.83 in midday trading Monday, outpacing declines in other chip stocks as renewed U.S. tariff uncertainty hit tech names. The move followed President Trump’s announcement of a new 15% duty after a Supreme Court ruling. Investors are watching Nvidia’s earnings this week for signals on AI-driven chip demand. Lam’s outlook remains sensitive to shifts in trade policy and customer spending plans.
February 23, 2026
DoorDash stock drops more than 5% as AI ‘agent’ memo rattles delivery apps
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DoorDash stock drops more than 5% as AI ‘agent’ memo rattles delivery apps

DoorDash shares fell 5.4% to $166.79 Monday after a research note warned AI agents could erode its fee advantage, calling the company “the poster child” for disruption. Uber dropped 3.7%, Instacart-parent Maplebear 1.4%. DoorDash also suspended service in parts of Connecticut due to a nor’easter. The decline followed a recent upbeat forecast and ongoing investor debate over platform loyalty and logistics.
February 23, 2026
AMD stock price slips below $200 as tariff jitters hit tech; Nvidia results loom
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AMD stock price slips below $200 as tariff jitters hit tech; Nvidia results loom

AMD shares fell 1.4% to $197.29 in late morning Nasdaq trading Monday as tech stocks declined after President Trump announced a new 15% tariff. About 8.3 million AMD shares traded between $194.42 and $199.34. Investors are watching Nvidia’s upcoming results for signals on AI chip demand. AMD recently detailed its “Helios” rack-scale AI system and a partnership with Tata Consultancy Services in India.
February 23, 2026
AppLovin stock dives nearly 9% as AI disruption chatter and tariff jitters hit software
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AppLovin stock dives nearly 9% as AI disruption chatter and tariff jitters hit software

AppLovin shares fell 9.2% to $380.23 Monday amid a broader selloff in software stocks after President Trump announced a new 15% global tariff. A bearish AI scenario note from Citrini Research and ongoing SEC scrutiny added pressure. The iShares Expanded Tech-Software ETF dropped about 5%. Investors are watching Nvidia’s earnings Wednesday for further direction.
February 23, 2026
Meta stock slides as Trump’s 15% tariff plan rattles tech — Wells Fargo still raises target
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Meta stock slides as Trump’s 15% tariff plan rattles tech — Wells Fargo still raises target

Meta shares fell 1.5% to $646.05 Monday as tech stocks dropped after President Trump announced a new 15% global tariff. Investors focused on Meta’s rising AI infrastructure costs, with 2026 capital expenditures forecast up to $135 billion. Wells Fargo raised its price target to $856, citing AI compute capacity. Meta also cut most staff stock options by 5% and declared a $0.525 quarterly dividend.
February 23, 2026
Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week
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Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

Broadcom shares rose 0.4% to $333.83 in Monday morning trading, with volume at 4.2 million shares. The move followed President Trump’s announcement of a new 15% global tariff, which sent U.S. stocks lower. Broadcom last week launched its BroadPeak chip for 5G/6G gear, claiming up to 40% power savings. The company reports fiscal Q1 results on March 4.
February 23, 2026
Apple stock price rises today: AAPL steadies as tariffs loom and March 4 product blitz nears
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Apple stock price rises today: AAPL steadies as tariffs loom and March 4 product blitz nears

Apple shares rose 0.9% to $267.03 in Monday morning trading despite a new 15% import duty announced by President Trump. The company will hold its annual shareholder meeting virtually on Feb. 24, with a vote on a “China Entanglement Audit” proposal. Apple is expected to unveil new products March 2–4, including a low-cost MacBook and iPhone 17e. March-quarter revenue is forecast to grow 13% to 16%.
February 23, 2026
Palantir stock drops nearly 4% in early trade as tariff shock hits tech — what to watch next for PLTR
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Palantir stock drops nearly 4% in early trade as tariff shock hits tech — what to watch next for PLTR

Palantir shares dropped 4% to $129.84 in Monday morning trading, tracking declines in other AI-linked software stocks. The slide followed President Trump’s announcement of a new 15% global tariff set to begin Tuesday. Investors are watching for late-week earnings from Nvidia, Snowflake, and Salesforce to gauge the outlook for AI spending.
February 23, 2026
Micron stock swings as tariff uncertainty hits chips and Nvidia earnings near
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Micron stock swings as tariff uncertainty hits chips and Nvidia earnings near

Micron shares rose 0.5% to $430.45 after an early drop, as chip stocks reacted to new U.S. tariffs announced by President Trump. Nvidia gained 1.8% while AMD slipped 0.9%. Micron forecast fiscal Q2 revenue of about $18.7 billion and plans a $24 billion NAND plant in Singapore. Traders are watching Nvidia’s Feb. 25 results for signals on AI server demand and memory pricing.
February 23, 2026
Nvidia stock rises despite tariff jitters as traders brace for Feb. 25 earnings
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Nvidia stock rises despite tariff jitters as traders brace for Feb. 25 earnings

Nvidia shares rose 1.4% to $192.46 Monday ahead of its quarterly results due Wednesday after market close. The move came as investors weighed President Donald Trump’s new 15% tariff and watched for signs of AI demand and supply constraints. Options markets priced in a roughly 7% swing on earnings. Advanced Micro Devices fell 1%, while Broadcom gained 1%.
February 23, 2026
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