AI 19 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
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
AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus
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AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus

AMD shares fell 3.4% to $203.68 Thursday as semiconductor stocks dropped after Nvidia’s earnings. The decline followed news of AMD’s five-year AI chip supply deal with Meta, which includes a warrant for Meta to buy up to 10% of AMD at $0.01 per share. Investors are watching Friday’s U.S. inflation data and Broadcom’s results next week for further signals on AI spending.
February 26, 2026
UiPath stock price today: PATH edges up premarket as “agentic AI” standards push meets fresh competition
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UiPath stock price today: PATH edges up premarket as “agentic AI” standards push meets fresh competition

UiPath shares rose 0.2% to $9.96 in Thursday premarket trading after joining the Agentic AI Foundation as a Gold member. The company will work on open standards for AI agents as investors await its March 11 earnings. UiPath stock closed Wednesday down 1.6% at $9.94, with 52.5 million shares traded. Software stocks remain volatile amid scrutiny over AI monetization.
February 26, 2026
Intel stock today: INTC slips in premarket as SambaNova AI pact meets Nvidia earnings reality check
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Intel stock today: INTC slips in premarket as SambaNova AI pact meets Nvidia earnings reality check

Intel shares fell 0.7% to $46.54 in premarket trading Thursday after a two-day rise. The move follows news of a multi-year AI inference partnership with SambaNova Systems, which just raised $350 million. Nvidia’s strong results failed to boost chip stocks broadly, with U.S. futures little changed. Intel stock remains 14% below its January 52-week high.
February 26, 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
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
Meta’s $60bn AMD AI chip pact comes with a stock warrant twist as Nvidia eyes PC CPUs
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Meta’s $60bn AMD AI chip pact comes with a stock warrant twist as Nvidia eyes PC CPUs

Meta Platforms will buy up to $60 billion in AI chips from AMD over five years, with an option to acquire up to 10% of AMD through performance-based warrants, AMD said Tuesday. AMD shares rose over 10% in premarket trading. Initial shipments for Meta’s data centers are expected in late 2026, using custom Instinct GPUs. The deal is tied to Meta’s efforts to diversify chip suppliers for its AI infrastructure.
February 24, 2026
Nvidia stock bucks tariff-hit tech slide as $650 billion AI spending forecast raises the stakes
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Nvidia stock bucks tariff-hit tech slide as $650 billion AI spending forecast raises the stakes

Nvidia shares rose 0.2% to $190.28 on Monday, bucking declines in other U.S. AI megacaps amid renewed tariff uncertainty. Microsoft, Amazon, and Meta dropped between 2.1% and 2.9% in midday trading. Bridgewater estimates Alphabet, Amazon, Meta, and Microsoft will spend about $650 billion on AI infrastructure in 2026, up from $410 billion in 2025. Traders await Nvidia’s results for signs of AI demand and spending shifts.
February 23, 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
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
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