Technology 14 February 2026

Lam Research stock jumps with chip-tool peers after Applied Materials forecast — what to watch next week
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Lam Research stock jumps with chip-tool peers after Applied Materials forecast — what to watch next week

Lam Research closed up 1.8% at $235.53 Friday, following a rally in chipmaking-equipment stocks after Applied Materials’ strong forecast and 11% jump. Softer U.S. inflation data pushed Treasury yields lower, supporting growth shares ahead of the long weekend. Investors now await Fed minutes on Feb. 18 and Nvidia’s earnings on Feb. 25.
February 14, 2026
Applied Materials (AMAT) stock jumps on AI forecast — what to know before the next U.S. session
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Applied Materials (AMAT) stock jumps on AI forecast — what to know before the next U.S. session

Applied Materials shares jumped 8% to $354.91 after forecasting second-quarter results above estimates, citing AI-related demand and a tightening memory market. The company reported Q1 revenue of $7.01 billion and non-GAAP EPS of $2.38, and agreed to pay $252 million to settle U.S. export violations. U.S. markets will reopen Tuesday after the holiday.
February 14, 2026
Salesforce (CRM) stock rises into Presidents Day break as traders size up AI fears, earnings
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Salesforce (CRM) stock rises into Presidents Day break as traders size up AI fears, earnings

Salesforce shares closed Friday at $189.72, up 2.3%, after trading between $184.31 and $193.43 on volume of 14.8 million. The Dow rose nearly 125 points, with Salesforce and Caterpillar leading gains. U.S. markets will be closed Monday for Washington’s Birthday. Investors await Salesforce’s Feb. 25 results and updates on its AI-commerce strategy.
February 14, 2026
Cisco stock rebounds after CSCO plunge — the margin warning investors can’t shake
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Cisco stock rebounds after CSCO plunge — the margin warning investors can’t shake

Cisco shares closed up 2.5% at $76.85 Friday, rebounding after a 12% plunge Thursday, its steepest drop since May 2022. The company blamed rising memory component costs for a slip in adjusted gross margin to 67.5%, below analyst estimates, and projected further margin pressure this quarter. CEO Chuck Robbins said Cisco is raising prices and renegotiating contracts. U.S. markets are closed Monday for Presidents Day.
February 14, 2026
Arista stock pops after earnings beat; AI networking outlook in focus for next week
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Arista stock pops after earnings beat; AI networking outlook in focus for next week

Arista Networks shares rose 4.8% to $141.59 Friday after reporting fourth-quarter revenue of $2.488 billion, up 28.9% year-over-year, and non-GAAP earnings of $0.82 per share. Management forecast first-quarter revenue of about $2.6 billion, above analyst estimates, and highlighted momentum in AI networking. Margins eased from the prior quarter. Investors await further details in the upcoming annual report.
February 14, 2026
Sandisk stock price: SNDK holds near $627 into Presidents Day break after volatile close
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Sandisk stock price: SNDK holds near $627 into Presidents Day break after volatile close

Sandisk closed Friday at $626.56, down 0.5% after swinging $74 intraday on volume of 23.6 million shares. The stock is up 163% in 2026, fueled by AI-driven demand for memory and storage, with no company-specific news behind the latest move. U.S. markets are closed Monday for Presidents Day, reopening Tuesday. Sandisk recently extended its Kioxia supply deal through 2034.
February 14, 2026
Applied Materials stock price jumps 8% on AI-driven outlook as AMAT heads into holiday week
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Applied Materials stock price jumps 8% on AI-driven outlook as AMAT heads into holiday week

Applied Materials shares jumped 8.1% to close at $354.91 Friday after forecasting stronger-than-expected revenue and profit for the current quarter. The company reported $7.01 billion in revenue and $2.38 per share adjusted profit for the quarter ended Jan. 25, beating Wall Street estimates. At least 22 brokerages raised price targets following the results. U.S. markets will be closed Monday for Presidents Day.
February 14, 2026
Technology News 14.02.2026
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Technology News 14.02.2026

ENDEDLive coverage has endedEnded: February 15, 2026, 12:00 AM EST SpaceX weighs dual-class shares for IPO, Bloomberg reports February 14, 2026, 11:40 PM EST. SpaceX is considering a dual-class share structure for its planned IPO this year, Bloomberg News reported, citing people familiar with the matter. The structure would create two or more classes of stock with different voting rights, typically rewarding founders or early investors with greater influence. The company is also adding directors to its board to oversee the IPO and broaden Elon Musk's space ambitions beyond rockets and satellites. Deliberations are ongoing and terms could change. SpaceX
February 14, 2026
Cloudflare stock jumps 6% as analysts lift targets on AI traffic — what to watch next
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Cloudflare stock jumps 6% as analysts lift targets on AI traffic — what to watch next

Cloudflare shares rose 5.8% to $195.85 Friday, outperforming the Nasdaq, and held steady after hours. The company posted Q4 adjusted earnings of $0.28 per share on $614.5 million revenue, up 34% year-over-year. Analysts raised price targets following strong backlog and outlook metrics. Investors await Cloudflare’s next conference and a shortened U.S. trading week.
February 14, 2026
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