Technology 25 February 2026

Applied Materials stock jumps near 52-week high as chip toolmakers rally ahead of Nvidia earnings
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Applied Materials stock jumps near 52-week high as chip toolmakers rally ahead of Nvidia earnings

Applied Materials shares rose 3.6% to $391.61 by late morning, trading near a 52-week high ahead of Nvidia’s earnings. Director Judy Bruner sold 3,969 shares on Feb. 23 at prices around $376–$378, according to a regulatory filing. Lam Research and KLA also gained as investors watched for signs of continued AI-driven demand in the chip sector.
February 25, 2026
Workday stock slides as weak subscription outlook feeds AI nerves; WDAY near multi-year low
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Workday stock slides as weak subscription outlook feeds AI nerves; WDAY near multi-year low

Workday shares fell 6.3% to $130.23 Wednesday after the company forecast fiscal 2027 subscription revenue below Wall Street estimates, citing delays in closing large enterprise deals. The stock earlier hit a five-year low of $125.86. Workday reported fourth-quarter subscription revenue of $2.36 billion and a full-year total of $8.83 billion. Traders are watching Salesforce earnings for signals on broader software demand.
February 25, 2026
Amazon stock price today: AMZN ticks up as AWS optimism meets fresh antitrust pressure
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Amazon stock price today: AMZN ticks up as AWS optimism meets fresh antitrust pressure

Amazon shares rose 0.9% to $210.34 by 10:36 a.m. EST Wednesday, tracking Nasdaq gains. The stock faces pressure from heavy AI spending and regulatory scrutiny in the U.S. and Europe. In Spain, the CNMC warned of a possible fine over contract clauses, while California’s attorney general pressed an antitrust case focused on Amazon’s “Buy Box.” AWS chief Matthew Garman sold 17,751 shares on Feb. 23.
February 25, 2026
Microsoft stock rebounds as Japan antitrust raid targets Azure; Nvidia earnings in focus
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Microsoft stock rebounds as Japan antitrust raid targets Azure; Nvidia earnings in focus

Microsoft shares rose 2.5% to $398.72 Wednesday morning after Japan’s Fair Trade Commission raided Microsoft Japan’s offices over alleged anticompetitive Azure cloud practices. The stock traded between $390.21 and $399.11. Microsoft said it is cooperating with the investigation. Investors weighed the probe against ongoing heavy AI infrastructure spending.
February 25, 2026
AMD stock cools after Meta chip deal pop as traders weigh warrants and Nvidia earnings
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AMD stock cools after Meta chip deal pop as traders weigh warrants and Nvidia earnings

AMD shares fell 0.3% to $213.26 Wednesday after jumping 8.8% Tuesday on news of a Meta Platforms deal worth up to $60 billion over five years. The agreement includes performance-based warrants for Meta to buy up to 160 million AMD shares at $0.01 each, tied to chip purchases and stock price targets. Investors are awaiting Nvidia’s results for further signals on AI chip demand.
February 25, 2026
Braze stock price today: BRZE slips early after sharp rebound as investors size up AI headlines
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Braze stock price today: BRZE slips early after sharp rebound as investors size up AI headlines

Braze shares dropped 1.7% to $17.03 in early Wednesday trading, following a 9.8% surge the previous day. The stock’s swing tracked moves in software names after U.S. consumer confidence data and new AI product announcements. Braze’s next earnings report is expected in late March. The company last posted quarterly revenue of $190.8 million and a GAAP operating loss.
February 25, 2026
Nvidia stock in focus ahead of earnings as options price a 5% swing for NVDA
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Nvidia stock in focus ahead of earnings as options price a 5% swing for NVDA

Nvidia shares rose about 1% at Wednesday’s open, trading at $194.49 ahead of quarterly results due after the close. Options markets are pricing a 5.5% swing post-earnings, with traders focused on guidance, Blackwell chip production, and gross margins. Advanced Micro Devices announced a major AI chip deal with Meta on Tuesday, intensifying competition. Analyst estimates for Nvidia’s revenue hover near $66 billion.
February 25, 2026
SoundHound AI stock jumps premarket as new Sales Assist agent debuts, earnings loom
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SoundHound AI stock jumps premarket as new Sales Assist agent debuts, earnings loom

SoundHound AI shares rose 3.1% to $8.62 in premarket trading Wednesday after the company launched its “Sales Assist” voice AI agent for retail teams. The stock jumped 6.8% Tuesday on heavy volume. SoundHound will report fourth-quarter and full-year results after markets close Thursday. Demos of the new product are scheduled for Mobile World Congress in Barcelona next week.
February 25, 2026
PayPal stock jumps on Stripe takeover talk — what’s next for PYPL
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PayPal stock jumps on Stripe takeover talk — what’s next for PYPL

PayPal shares rose 6.7% after Bloomberg reported Stripe is considering acquiring all or parts of the company, though both firms declined comment. PayPal has reportedly met with banks following takeover interest from rivals after a stock slide. Enrique Lores will become CEO on March 1. PayPal also confirmed a data breach affecting about 100 customers tied to its Working Capital loan application.
February 25, 2026
Workday stock slides in premarket on weak outlook as AI fears hit software shares again
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Workday stock slides in premarket on weak outlook as AI fears hit software shares again

Workday shares fell 9.4% to $117.98 in premarket trading Wednesday after its fiscal 2027 subscription revenue outlook missed estimates. The company cited slower large-deal closings and increased spending on AI initiatives. Shares are down about 40% year-to-date. Evercore ISI downgraded the stock and cut its price target, citing the weaker outlook and higher AI investment.
February 25, 2026
LSEG share price rises in London trade as AI plug-ins headline and earnings near
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LSEG share price rises in London trade as AI plug-ins headline and earnings near

Shares in London Stock Exchange Group rose 1.6% to 7,802 pence by 0931 GMT Wednesday, with about 1.7 million shares traded after opening at 7,658 pence. The move followed news of Anthropic’s new enterprise plug-ins with LSEG as a partner. Investors await LSEG’s full-year results due Thursday. LSEG executives were also named to oversee the UK’s first consolidated bond tape, launching June 22.
February 25, 2026
Meta’s up-to-$60B AMD AI chip deal has investors talking about Nebius stock again
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Meta’s up-to-$60B AMD AI chip deal has investors talking about Nebius stock again

Nebius shares rose 2.7% Tuesday after reports of a $3 billion Meta contract and strong guidance for 2026 revenue and data center capacity. AMD announced a deal to sell up to $60 billion in AI chips to Meta over five years, with Meta able to buy up to 10% of AMD. Nebius ended 2025 with $1.25 billion ARR and targets $7–9 billion by end-2026. Meta forecast $115–135 billion in 2026 capital spending.
February 25, 2026
CBA share price today: Commonwealth Bank stock edges up after A$90m AI plan as union flags 300 job cuts
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CBA share price today: Commonwealth Bank stock edges up after A$90m AI plan as union flags 300 job cuts

CBA shares closed up 0.1% at A$178.68 after announcing a A$90 million AI workforce program, as the Finance Sector Union said 300 jobs would be cut. Westpac rose 0.7% and ANZ gained 0.48%. Australia’s January inflation held at 3.8%, with markets pricing an 80% chance of a May rate hike. The S&P/ASX 200 ended at a record 9,128.30, up 1.17%.
February 25, 2026
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