Technology 27 February 2026 - 28 February 2026

Nebius Group NBIS stock takes a 13% hit as CoreWeave capex plan spooks AI cloud names
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Nebius Group NBIS stock takes a 13% hit as CoreWeave capex plan spooks AI cloud names

Nebius Group N.V. shares fell 13.05% to $91.19 Friday, with trading volume surging to 22.8 million shares. The drop followed CoreWeave’s announcement of a sharp increase in 2026 capital spending, raising sector-wide concerns over funding and margins. Nebius reported $2.1 billion in Q4 capital expenditures and expects 2026 revenue to reach $7–9 billion. CEO Arkady Volozh will speak at a Morgan Stanley conference on March 4.
February 28, 2026
Lam Research (LRCX) slips for a second day — 3 things to watch before Monday
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Lam Research (LRCX) slips for a second day — 3 things to watch before Monday

Lam Research fell 2.17% to $233.89 Friday, extending a two-day slide after hitting a 52-week high Wednesday. Chip stocks stayed under pressure following a hotter-than-expected U.S. wholesale inflation report and Nvidia’s recent drop. The Philadelphia semiconductor index fell about 3% Thursday. Investors await Lam’s March conference appearances and next week’s U.S. jobs data.
February 28, 2026
Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus
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Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus

Intel shares closed Friday up 0.33% at $45.61 but slipped 0.48% in after-hours trading. Nvidia CEO Jensen Huang said Nvidia could become a major CPU maker, intensifying competition. ASML’s new High-NA EUV tools are ready for high-volume use, but full production integration will take two to three years. Intel will present at the Morgan Stanley TMT Conference on March 4.
February 28, 2026
Microsoft stock drops on OpenAI’s $110 billion raise — what MSFT investors watch next week
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Microsoft stock drops on OpenAI’s $110 billion raise — what MSFT investors watch next week

Microsoft shares fell 2.24% Friday to $392.74, dropping below $400 as investors reacted to OpenAI’s $110 billion funding round and a new Amazon cloud deal. The stock was little changed after-hours. Microsoft and OpenAI said their commercial relationship and Azure’s API exclusivity remain unchanged. Japan’s Fair Trade Commission raided Microsoft Japan on February 25 over alleged cloud market restrictions.
February 28, 2026
Nvidia stock slides into weekend after new “inference” chip report — what NVDA investors watch next
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Nvidia stock slides into weekend after new “inference” chip report — what NVDA investors watch next

Nvidia shares dropped 4.16% to $177.19 on Friday, extending a two-day slide, but edged up 0.35% after hours. The Wall Street Journal reported Nvidia is preparing a new processor for AI inference work for OpenAI and others. The stock is down about 9% since February 25. Traders await Monday’s market reopen and Nvidia’s GTC conference on March 16 as the next major events.
February 28, 2026
Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus
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Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus

Cisco shares closed up 1.74% at $79.46 Friday, outperforming a declining market as 27.46 million shares traded. U.S. cyber agencies warned of active exploitation of a critical Cisco SD-WAN flaw, with emergency patch deadlines set for federal agencies. Cisco said no new financial details will be shared at investor events in early March, including a March 5 Morgan Stanley conference.
February 28, 2026
Block stock price jumps as AI-driven layoffs and higher 2026 targets put XYZ back in play
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Block stock price jumps as AI-driven layoffs and higher 2026 targets put XYZ back in play

Block shares surged 16.8% to $63.68 Friday after the company announced plans to cut over 4,000 jobs, about 40% of its workforce, citing increased use of AI. The payments firm raised its 2026 profit target to $12.2 billion and projected stronger first-quarter results. The company said the impact of layoffs will show in profits by the second quarter. Investors await further details at a March 3 tech conference.
February 28, 2026
Intel stock price today: INTC slips after hours as foundry shake-up keeps traders on edge
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Intel stock price today: INTC slips after hours as foundry shake-up keeps traders on edge

Intel shares slipped 0.4% to $45.45 in after-hours trading Friday following news of another leadership change at its foundry unit. Qualcomm said it hired Kevin O’Buckley, formerly head of Intel Foundry Services, as investors watched for signs of execution risk. Chip stocks broadly remained under pressure amid defensive market shifts and rate concerns.
February 28, 2026
Oracle stock sinks after hours as AI jitters hit tech; what to watch next week
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Oracle stock sinks after hours as AI jitters hit tech; what to watch next week

Oracle shares fell 4.6% to $145.40 in after-hours trading Friday, following a wider tech selloff and hotter-than-expected U.S. wholesale inflation data. Investors are watching next week’s jobs report and Oracle’s mid-March earnings for direction. The company recently announced plans to raise up to $50 billion for cloud expansion and extended its Red Bull Racing partnership.
February 28, 2026
Dell stock jumps 22% on $50 billion AI server outlook as buyback, dividend rise
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Dell stock jumps 22% on $50 billion AI server outlook as buyback, dividend rise

Dell shares jumped 21.9% to $148.08 Friday after the company forecast fiscal 2027 revenue of $138–$142 billion and projected AI-optimized server revenue of about $50 billion, up 103% year over year. Dell reported $33.38 billion in quarterly revenue and a $43 billion AI server backlog. The company raised its dividend 20% and expanded its buyback plan by $10 billion. Rising memory costs remain a risk to margins.
February 27, 2026
AMD stock slides as hot inflation data hits chips, with Meta and Nutanix AI deals in focus
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AMD stock slides as hot inflation data hits chips, with Meta and Nutanix AI deals in focus

AMD shares fell 1.72% to $200.18 Friday, extending losses as chip stocks and the Nasdaq declined. The drop followed AMD’s $250 million AI partnership with Nutanix and a supply deal with Meta that could reach $60 billion. Investors await AMD’s March 3 appearance at Morgan Stanley’s TMT conference for updates. A hotter U.S. producer price report also pressured tech stocks.
February 27, 2026
Micron stock slips as AI trade cools; S&P credit upgrade and March earnings in focus
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Micron stock slips as AI trade cools; S&P credit upgrade and March earnings in focus

Micron shares fell 0.8% to $412.14 Friday, capping a two-day drop of nearly 4% as chip stocks retreated after Nvidia’s earnings. S&P Global Ratings upgraded Micron’s credit to BBB, citing AI-driven growth and strong cash flow. The company’s new GDDR7 memory modules lag rivals in peak speed but add supply for GPU makers. Investors await Micron’s March 18 results for updates on memory pricing and demand.
February 27, 2026
Apple stock price drops 3% as Tim Cook teases a “big week” — what AAPL traders watch next
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Apple stock price drops 3% as Tim Cook teases a “big week” — what AAPL traders watch next

Apple shares fell 3.2% to $264.18 Friday, closing below $272.95 after heavy trading, and slipped 0.1% more after hours. CEO Tim Cook signaled a series of announcements starting Monday, with media invited to March 4 events in New York, London, and Shanghai. IDC warned rising memory costs could push average smartphone prices up 14% to $523 in 2026. Apple’s market value stood near $4 trillion.
February 27, 2026
PayPal stock price steadies as report cools Stripe takeover talk over PYPL
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PayPal stock price steadies as report cools Stripe takeover talk over PYPL

PayPal shares rose 0.3% to $45.65 Friday after dropping 3.8% the previous session, following reports it is not in talks to sell itself. Semafor said PayPal has prepared for possible activist pressure but is not pursuing a sale. Incoming CEO Enrique Lores takes over March 1. Earlier speculation linked Stripe to a possible acquisition, but both firms declined to comment.
February 27, 2026
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