Technology 20 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
Akamai (AKAM) stock drops as memory costs bite guidance; Wall Street watches capex, pricing
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Akamai (AKAM) stock drops as memory costs bite guidance; Wall Street watches capex, pricing

Akamai shares dropped 9.3% to $99.38 Friday after the company warned of higher memory costs and issued a weaker-than-expected first-quarter profit outlook. CEO Tom Leighton said memory prices have “probably doubled” due to AI infrastructure demand. Fourth-quarter revenue rose 7% to $1.095 billion, with security revenue up 11%. Akamai forecast 2026 capital spending at 23% to 26% of revenue.
February 20, 2026
Oracle (ORCL) stock slides as OpenAI’s $100 billion fundraise and Nvidia earnings loom
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Oracle (ORCL) stock slides as OpenAI’s $100 billion fundraise and Nvidia earnings loom

Oracle shares dropped 2.7% to $152.25 Friday morning, trailing a broader market rally after the U.S. Supreme Court struck down Trump-era tariffs. Nvidia is nearing a $30 billion investment in OpenAI as part of a funding round topping $100 billion, a source said. Investors are watching for Nvidia’s results next week for signals on AI spending and data-center expansion.
February 20, 2026
AMD stock dips on Crusoe $300 million AI-chip loan backstop report as Nvidia earnings loom
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AMD stock dips on Crusoe $300 million AI-chip loan backstop report as Nvidia earnings loom

AMD shares fell 0.3% to $202.73 Friday after reports the company will backstop a $300 million Goldman Sachs loan for AI cloud startup Crusoe to buy AMD chips. The deal would see AMD lease back hardware if Crusoe fails to find customers. Nvidia shares were little changed. Investors are focused on Nvidia’s earnings next week amid questions about real AI demand.
February 20, 2026
Meta stock rises as Zuckerberg faces jury questions and report flags fresh cost cuts
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Meta stock rises as Zuckerberg faces jury questions and report flags fresh cost cuts

Meta Platforms shares rose 1.4% to $653.84 Friday morning after CEO Mark Zuckerberg testified in a youth social media addiction trial in Los Angeles. The Financial Times reported Meta trimmed most employee stock awards by about 5% as it increases AI spending. Meta declined to comment. The company expects 2026 capital expenditures of $115 billion to $135 billion.
February 20, 2026
Micron Technology stock (MU) rises as AI infrastructure trade keeps memory chips in play ahead of March earnings
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Micron Technology stock (MU) rises as AI infrastructure trade keeps memory chips in play ahead of March earnings

Micron shares rose 2.7% to $428.49 Friday morning, lifted by tight supply and rising prices for high-end AI memory chips. Needham raised its price target to $450, citing strong demand and fully allocated HBM capacity for 2026. Samsung reportedly plans to hike HBM4 chip prices by up to 30%. Investors await Micron’s March 19 earnings for updates on pricing and supply.
February 20, 2026
Apple stock slips as iCloud lawsuit and hot inflation data jolt AAPL in early trade
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Apple stock slips as iCloud lawsuit and hot inflation data jolt AAPL in early trade

Apple shares fell 0.4% to $259.49 in early Friday trading, extending losses after West Virginia sued the company over iCloud’s alleged role in child sexual abuse material distribution. Investors also weighed hotter-than-expected inflation data and a tougher outlook for U.S. rate cuts. Apple said it is expanding safety features but denied the move was linked to the lawsuit.
February 20, 2026
Tesla stock nudges higher premarket after $59,990 Cybertruck launch and Cyberbeast price cut
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Tesla stock nudges higher premarket after $59,990 Cybertruck launch and Cyberbeast price cut

Tesla introduced a $59,990 Cybertruck and cut the Cyberbeast model to $99,990, dropping the “Luxe Package” and aiming to boost sales as EV demand softens. Shares rose 0.1% premarket. California regulators said Tesla avoided a license suspension after changing its “autopilot” marketing. Traders remain focused on margin impact and upcoming U.S. economic data.
February 20, 2026
Figma stock price today: FIG dips in premarket after AI-fueled pop, March pricing shift in focus
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Figma stock price today: FIG dips in premarket after AI-fueled pop, March pricing shift in focus

Figma shares slipped 1.2% to $25.54 in premarket trading Friday after a 6.9% surge Thursday. The company forecast 2026 revenue above expectations, but analysts flagged margin risks as Figma shifts AI features to metered credits in March. Fourth-quarter revenue rose 40% to $303.8 million. Stifel cut its price target to $30, citing uncertainty over AI-related costs.
February 20, 2026
Tencent stock price drops in Hong Kong as AI buzz shifts to newcomers, despite Yuanbao user jump
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Tencent stock price drops in Hong Kong as AI buzz shifts to newcomers, despite Yuanbao user jump

Tencent shares fell 2.06% to HK$522 in Hong Kong’s first session after the Lunar New Year, as tech stocks slid and investors rotated into “pure AI” names. Yuanbao, Tencent’s AI assistant, surpassed 50 million daily users, but traders focused on upcoming mainland market reopenings and Tencent’s March 18 results call. The Hang Seng Tech Index dropped 2.9%, while Alibaba and Baidu fell 4.9% and 6.3%.
February 20, 2026
Akamai stock dives premarket after weak outlook flags surging memory costs
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Akamai stock dives premarket after weak outlook flags surging memory costs

Akamai shares fell 8.8% to $99.94 in premarket trading after the company forecast first-quarter profit below Wall Street estimates, citing sharply higher memory costs. Revenue guidance for 2026 topped expectations, but margins are under pressure as spending rises. CEO Tom Leighton said memory prices have doubled in recent months. The stock closed at $109.59 on Thursday.
February 20, 2026
Accenture stock slumps near $215 as AI-promotion policy hits tape — what to watch next for ACN
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Accenture stock slumps near $215 as AI-promotion policy hits tape — what to watch next for ACN

Accenture shares fell 3.9% Thursday, closing at $214.95, about 45% below last year’s high. The company is now linking some senior promotions to regular use of its internal AI tools, according to an internal email cited by the Irish Times. Traders are watching U.S. inflation data due Friday and Accenture’s March 19 earnings call. The stock’s drop outpaced IBM and Cognizant amid a broader slump in software and services.
February 20, 2026
AppLovin stock jumps in premarket as job post points to a new social network
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AppLovin stock jumps in premarket as job post points to a new social network

AppLovin shares rose 5.6% to $435 in premarket trading Friday after reports of plans for a new social platform, following a 1.9% gain Thursday and a 4.6% after-hours jump. A job listing details work on real-time social features. Investors await U.S. GDP and inflation data at 8:30 a.m. ET. The company mainly sells ad tech tools and previously bid for TikTok assets outside China.
February 20, 2026
Super Micro Computer (SMCI) stock pops in premarket as options heat up and India manufacturing talk returns
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Super Micro Computer (SMCI) stock pops in premarket as options heat up and India manufacturing talk returns

Super Micro Computer shares rose 0.6% to $32.36 in premarket trading Friday after an 8.25% jump Thursday. Options activity was bullish, with call volume concentrated at $32–$33.50 strikes ahead of Friday expiry. An executive said Supermicro is “carefully looking” at Make-in-India manufacturing. CEO Charles Liang reported changes to his spouse’s vested restricted stock units in a regulatory filing.
February 20, 2026
Technology News 20.02.2026
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Technology News 20.02.2026

ENDEDLive coverage has endedEnded: February 21, 2026, 12:00 AM EST Apple Glasses pitched as all-day AI companion February 20, 2026, 11:56 PM EST. Bloomberg's Mark Gurman reports Apple is developing three AI wearables-smart glasses, a pendant and camera-equipped AirPods- with the centerpiece being Apple Glasses. The glasses are described as an all-day AI companion that can interpret what a user is seeing and doing in real time. Examples cited include identifying ingredients on a plate, referencing landmarks during navigation, adding event posters to calendars, and guiding grocery lists. The concept hinges on visual intelligence from built-in cameras, offering practical assistance
February 20, 2026
Netflix stock slips to $77 as Warner bid battle nears Monday deadline
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Netflix stock slips to $77 as Warner bid battle nears Monday deadline

Netflix shares fell 1.3% after hours Thursday, trading near $77, as investors watched its takeover battle with Paramount for Warner Bros Discovery. Netflix has bid $27.75 a share for Warner’s studio and streaming assets, while Paramount has offered $30 a share for the entire company. Paramount faces a Monday deadline to submit a final offer. The U.S. Justice Department is reviewing possible antitrust issues.
February 20, 2026
Palo Alto Networks (PANW) stock slips again after earnings: CyberArk costs and a March 20 date to watch
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Palo Alto Networks (PANW) stock slips again after earnings: CyberArk costs and a March 20 date to watch

Palo Alto Networks shares fell 0.9% to $150.99 in after-hours trading Thursday after the company cut its full-year adjusted profit outlook, citing higher costs from recent acquisitions. Fiscal second-quarter revenue rose 15% to $2.6 billion. Palo Alto launched a cash offer for CyberArk’s convertible notes, with a March 20 deadline for noteholders. The company expects to spend $2.3 billion in cash on CyberArk in its fiscal third quarter.
February 20, 2026
AppLovin stock rises as job post hints at “next-generation” social platform
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AppLovin stock rises as job post hints at “next-generation” social platform

AppLovin shares closed up 1.9% at $412.09 Thursday after a job posting signaled a new social platform venture. Bloomberg Law reported the company is preparing a social network following a failed bid for TikTok assets outside China. Director Herald Y. Chen converted 150,000 Class B shares and gifted 100,000 Class A shares, according to an SEC filing. Trading volume reached 5.29 million shares.
February 20, 2026
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