Technology 25 February 2026 - 26 February 2026

Commonwealth Bank of Australia (CBA) share price slips as AI jobs plan meets rate-hike bets
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Commonwealth Bank of Australia (CBA) share price slips as AI jobs plan meets rate-hike bets

Commonwealth Bank of Australia shares closed down 0.79% at A$177.27 on Thursday, though still up 10% for the year. CEO Matt Comyn confirmed 300 job cuts and said the bank expects one more Reserve Bank rate hike in May. CBA launched a A$90 million AI workforce program and will pay a fully franked interim dividend of A$2.35 per share on March 30. The RBA’s next policy decision is set for March 17.
February 26, 2026
Technology News 26.02.2026
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Technology News 26.02.2026

Huawei announced the global launch of its MatePad Mini, featuring an 8.8-inch OLED PaperMatte display and weighing 255 grams. The tablet includes a 50MP main camera, 8MP ultrawide, and 32MP front camera, and supports stylus input. Huawei aims to challenge the iPad Mini as it expands overseas after U.S. restrictions. The device comes in Spruce Green and Obsidian Black.
February 26, 2026
PayPal stock holds near $47 after Stripe takeover report — what investors watch next
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PayPal stock holds near $47 after Stripe takeover report — what investors watch next

PayPal shares closed up 0.6% at $47.32 Wednesday, then slipped 0.3% after hours as takeover speculation swirled. Bloomberg reported Stripe is weighing a bid for PayPal or its assets, though both firms declined comment. PayPal also announced a partnership with Rainforest to expand embedded payments. CEO Enrique Lores is set to take over March 1 after Alex Chriss’s ouster.
February 26, 2026
Visa stock price rebounds as AI scare trade cools; next stop is March investor conferences
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Visa stock price rebounds as AI scare trade cools; next stop is March investor conferences

Visa shares closed up 1.9% at $312.99 on Wednesday, recovering part of Monday’s 4.5% drop amid volatility tied to AI disruption fears. Trading volume spiked as payments stocks swung sharply, with Mastercard also falling 5.8% earlier in the week. Investors now await comments from Visa executives at early March conferences for updates on strategy and spending trends.
February 26, 2026
Meta stock edges up after hours as $60 billion AMD AI chip pact collides with U.S. power-cost spotlight
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Meta stock edges up after hours as $60 billion AMD AI chip pact collides with U.S. power-cost spotlight

Meta shares rose 2.3% to $653.83 Wednesday after news of a $60 billion, five-year AI chip supply deal with AMD, which includes a warrant for Meta to buy up to 160 million AMD shares at $0.01 each if shipment targets are met. The White House plans to gather tech and energy firms March 4 for a pledge on data-center electricity costs as AI demand surges.
February 25, 2026
Apple stock rises as AAPL faces UK “backdoor” scrutiny and Spain antitrust heat
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Apple stock rises as AAPL faces UK “backdoor” scrutiny and Spain antitrust heat

Apple shares closed up 0.7% at $274.16 on Wednesday, valuing the company at about $4.05 trillion. Shareholders rejected a proposal on China manufacturing exposure as CEO Tim Cook highlighted AI investment and dividend growth. U.S. lawmakers pressed the UK over an encryption “backdoor” order, while Spain’s regulator warned Apple of possible further fines.
February 25, 2026
AMD stock slips after Meta AI chip pact rally as investors weigh warrant dilution
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AMD stock slips after Meta AI chip pact rally as investors weigh warrant dilution

AMD shares closed down 1.5% at $210.74 on Wednesday, reversing part of Tuesday’s 8.8% jump after announcing a major AI chip supply deal with Meta. The agreement includes a warrant allowing Meta to buy up to 160 million AMD shares at $0.01 each, tied to shipment and stock-price milestones. Shipments for Meta’s AI infrastructure are set to begin in the second half of 2026. Investors weighed revenue potential against dilution risk.
February 25, 2026
US economic calendar today: Wall Street climbs as Nvidia looms and oil data jars energy
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US economic calendar today: Wall Street climbs as Nvidia looms and oil data jars energy

U.S. stocks climbed Wednesday, with the S&P 500 up 0.67% and the Nasdaq 1.07% at midday as Nvidia rose 2.2% ahead of its earnings. U.S. crude inventories jumped by 16 million barrels, sending oil prices lower. Axon Enterprise shares surged after strong earnings, while Workday fell on weak forecasts and job cuts. The Treasury auctioned five-year notes, with settlement set for March 2.
February 25, 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
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