AI 17 February 2026 - 23 February 2026

CoreWeave rolls out flexible AI cloud pricing after capex selloff rattled investors
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CoreWeave rolls out flexible AI cloud pricing after capex selloff rattled investors

CoreWeave launched Flex Reservations and Spot instances Tuesday, expanding its AI cloud offerings as it ramps up spending to $30–$35 billion in 2026. Shares rose 0.7%. The company’s revenue backlog reached $66.8 billion at the end of 2025, but management warned the rapid build-out will pressure margins. Flex Reservations is in preview; Spot is generally available.
March 10, 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
Oracle stock price rises as AI data-center power deals keep ORCL in focus
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Oracle stock price rises as AI data-center power deals keep ORCL in focus

Oracle shares rose 1.1% to $157.93 in late-morning trading Thursday, extending gains after a sharp drop earlier in the week. The move followed news of a long-term DTE Energy deal to supply 1.4 gigawatts of power to Oracle’s planned Michigan data center. Michigan regulators approved the contract with conditions to protect other customers. Investors await Oracle’s March update for signals on spending and cloud demand.
February 19, 2026
GOOG stock price today: Alphabet Class C nudges up as Google unveils America‑India Connect AI infrastructure plan
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GOOG stock price today: Alphabet Class C nudges up as Google unveils America‑India Connect AI infrastructure plan

Alphabet’s Class C shares (GOOG) closed up 0.37% at $303.94 and edged to $304.19 after hours as Google announced a $15 billion “America-India Connect” AI infrastructure push and new $60 million Google.org AI funding. The company set Google I/O for May 19-20. Investors remain focused on Alphabet’s AI spending and a March 2 EU feedback deadline on search ad auctions.
February 19, 2026
Why Alphabet’s GOOG stock is sliding today as AI spending doubts bite again
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Why Alphabet’s GOOG stock is sliding today as AI spending doubts bite again

Alphabet’s non-voting GOOG shares fell 2.5% to $298.46 in early New York trading, underperforming a weaker U.S. market as investors sold off megacap tech stocks. The Invesco QQQ ETF dropped 1.2% and the SPDR S&P 500 ETF slid 0.7%. Traders are watching for signals from Wednesday’s Fed minutes and Nvidia’s results next week amid concerns over heavy AI spending and earnings growth.
February 17, 2026
Alphabet stock price slips in premarket as AI spending doubts shadow GOOGL ahead of U.S. open
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Alphabet stock price slips in premarket as AI spending doubts shadow GOOGL ahead of U.S. open

Alphabet shares fell 0.6% to $303.82 in premarket trading Tuesday, extending a slide that has erased nearly $88 billion from its market value since January. Investors remain wary of heavy AI infrastructure spending, with 2026 capital expenditures projected at up to $185 billion. The S&P 500 e-minis dropped 0.5% as traders awaited Fed minutes and Alphabet CFO remarks on March 3. Markets reopened after the Presidents Day holiday.
February 17, 2026
Microsoft stock price today: MSFT holds near $401 in premarket as AI spending fears keep grip on Big Tech
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Microsoft stock price today: MSFT holds near $401 in premarket as AI spending fears keep grip on Big Tech

Microsoft shares slipped 0.1% to $401.32 in premarket trading Tuesday, near their lowest level this year. The stock has lost about 17% in 2026, erasing $613 billion in market value, as investors weigh AI spending and competition from Google and Anthropic. Microsoft’s ex-dividend date is Feb. 19, with a $0.91 payout set for March 12. Traders await Fed minutes Wednesday and PCE inflation data Friday.
February 17, 2026
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