Today: 26 February 2026
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Celsius (CELH) stock jumps after earnings; traders watch margins and distribution reset
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26 February 2026
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Celsius (CELH) stock jumps after earnings; traders watch margins and distribution reset

Celsius Holdings shares rose 7.2% to $54.25 after reporting Q4 revenue up 117% to $721.6 million and adjusted EPS of $0.26. Gross margin fell to 47.4% from 50.2%, citing integration costs, but the company expects margins to recover in 2026. Core brand revenue dropped 8% due to shipment and promotion timing, while U.S. retail sales rose 13%. Celsius repaid $197.8 million in debt and bought back $39.8 million in shares.
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CoreWeave stock price slips as Nvidia lease-guarantee plan puts AI data-center debt in focus

CoreWeave stock price slips as Nvidia lease-guarantee plan puts AI data-center debt in focus

CoreWeave shares slipped 0.8% to $97.29 Thursday ahead of earnings due after the close. Investors are focused on data-center financing tied to Nvidia and Meta, with Bloomberg reporting an $8.5 billion loan backed by Meta contracts. Analysts expect a quarterly loss and revenue of $1.53 billion. The Nasdaq fell 1.3% and Nvidia dropped over 5% in afternoon trading.
26 February 2026
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MercadoLibre stock drifts after earnings hit; MELI traders focus on margins and credit costs

MercadoLibre stock drifts after earnings hit; MELI traders focus on margins and credit costs

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26 February 2026
MercadoLibre shares fell 0.7% to about $1,755 in Thursday afternoon trading after a sharp drop following a fourth-quarter profit miss. Net revenue rose 45% to $8.8 billion, but operating margin slipped to 10.1% as spending on shipping and credit expansion increased. Net income reached $559 million. Investors remain focused on margin stability and credit risk.
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Vertiv (VRT) stock price dips from record as AI valuation worries bite again

Vertiv (VRT) stock price dips from record as AI valuation worries bite again

Vertiv shares dropped 2.9% to $254.56 in afternoon trading Thursday, following a record high of $264.86 the previous day. The decline came as the Nasdaq fell 1.3% amid concerns over tech valuations. Vertiv launched a “digital twin” platform and announced a collaboration with Hut 8 on data center projects. The company’s stock remains up about 40% over the past month.
26 February 2026
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Heating oil price today: ULSD holds near $2.54 as Iran talks and tight distillate stocks collide

Heating oil price today: ULSD holds near $2.54 as Iran talks and tight distillate stocks collide

NYMEX heating oil futures rose 0.4% to $2.5413 a gallon Thursday, with trading volume near 63,900 contracts. U.S. distillate stocks increased by 0.3 million barrels last week but remain about 5% below the five-year average, according to the EIA. New York Harbor spot prices closed at $2.58, down 1.9% on the day. Traders await the March 1 OPEC+ meeting and the next EIA inventory report on March 4.
26 February 2026
Oil prices jump as U.S.-Iran nuclear talks whip Brent and WTI

Oil prices jump as U.S.-Iran nuclear talks whip Brent and WTI

Brent crude rose $1.17 to $72.02 a barrel and U.S. WTI gained 87 cents to $66.29 Thursday as traders reacted to stalled U.S.-Iran nuclear talks in Geneva. U.S. crude inventories jumped by 16 million barrels last week, but the market largely ignored the build. OPEC+ is weighing a possible 137,000 bpd output increase for April. China may trim crude imports from April after recent price gains.
26 February 2026
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Mortgage rates today drop below 6% — why housing stocks still can’t catch a break

Mortgage rates today drop below 6% — why housing stocks still can’t catch a break

Freddie Mac reported the average 30-year fixed mortgage rate fell to 5.98% this week, the first drop below 6% since 2022. Housing stocks slumped Wednesday, with Lennar down 4.9%, PulteGroup off 4.5%, and D.R. Horton losing 4%. The Nasdaq fell 1.5% Thursday as Nvidia shares declined. Mortgage News Daily’s daily index showed the 30-year rate steady at 6.00%.
26 February 2026
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Brent oil price jumps past $72 as U.S.-Iran nuclear talks jolt crude traders

Brent oil price jumps past $72 as U.S.-Iran nuclear talks jolt crude traders

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26 February 2026
Brent crude rose 1.7% to $70.85 a barrel after early losses, as traders watched U.S.-Iran nuclear talks in Geneva for signs of escalation or a deal. U.S. crude inventories jumped by 16 million barrels, but prices held firm on geopolitical risk. OPEC+ will meet March 1 to consider an April output increase. Saudi Arabia is preparing to boost exports if Middle East supplies are disrupted.
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Gold price today: Spot gold holds near $5,170 as U.S.-Iran talks keep traders cautious

Gold price today: Spot gold holds near $5,170 as U.S.-Iran talks keep traders cautious

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26 February 2026
Spot gold edged up 0.1% to $5,168.80 an ounce by 1:03 p.m. EST Thursday, trading between $5,130.30 and $5,206.40 as markets awaited U.S.-Iran nuclear talks. April gold futures on COMEX fell 0.7% to $5,190.8. Spot silver dropped 2.4% to $87.25, platinum slipped 1.5%, and palladium lost 2.1%. U.S. initial jobless claims rose by 4,000 to 212,000 for the week ended Feb. 21.
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Nvidia stock slides after blowout forecast as Wall Street keeps asking: where’s the cash?

Nvidia stock slides after blowout forecast as Wall Street keeps asking: where’s the cash?

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26 February 2026
Nvidia shares dropped 4% to $187.60 Thursday despite record quarterly revenue of $68.1 billion and a strong outlook. The decline dragged chip stocks and the Nasdaq lower as investors questioned valuations and cash returns. By late morning, the Nasdaq was down 1.5% and the S&P 500 fell 0.87%. Nvidia said it returned $41.1 billion to shareholders in fiscal 2026.
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India stock market today: Nifty ends flat near 25,500 as HDFC Bank drags; GDP reset in focus Friday

India stock market today: Nifty ends flat near 25,500 as HDFC Bank drags; GDP reset in focus Friday

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26 February 2026
Indian stocks ended flat Thursday, with the Nifty 50 up 0.06% and the Sensex down 0.03%, as HDFC Bank losses offset gains in public sector banks and pharma. The IT index has dropped nearly 20% in February. Sanofi India fell 3.5% after weak quarterly profits. Markets await Friday’s GDP data release under a new base year.
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Trade Desk (TTD) stock slides again after weak Q1 outlook; downgrades stack up

Trade Desk (TTD) stock slides again after weak Q1 outlook; downgrades stack up

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26 February 2026
The Trade Desk shares fell 5.5% to $23.78 in midday trading Thursday, then dropped nearly 17% after hours following a cautious Q1 revenue forecast of at least $678 million. New Street Research downgraded the stock to sell and cut its price target to $17. The company reported Q4 revenue of $847 million and added $350 million to its buyback authorization.
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Applied Materials stock slides after fresh high as Nvidia cools the AI trade

Applied Materials stock slides after fresh high as Nvidia cools the AI trade

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26 February 2026
Applied Materials shares fell 5.45% to $373.43 by midday Thursday after hitting a record high the previous session. Director Judy Bruner sold nearly $1.5 million in stock on Feb. 23. The drop followed weakness in chip and AI-related stocks after Nvidia declined. Applied recently agreed to pay $252.5 million to settle a U.S. export-controls inquiry tied to China shipments.
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Nu Holdings stock slides after Nubank earnings as costs and credit risk take center stage

Nu Holdings stock slides after Nubank earnings as costs and credit risk take center stage

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26 February 2026
Nu Holdings shares fell 8% to $15.31 in New York after posting record Q4 revenue and profit. The company reported net income of $895 million and revenue of $4.9 billion, but analysts flagged higher costs and a tax-rate increase. Credit losses and expense trends drew scrutiny despite 131 million customers and a 33% return on equity. Shares dropped further in post-market trading.
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Oracle stock (ORCL) slips in midday trade as Oppenheimer turns bullish; March earnings loom

Oracle stock (ORCL) slips in midday trade as Oppenheimer turns bullish; March earnings loom

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26 February 2026
Oracle shares fell 0.6% to $147.05 midday Thursday after fluctuating between $145.15 and $152.38. Oppenheimer upgraded the stock to “Outperform” with a $185 target, citing a valuation reset and projected earnings growth. Oracle extended its Formula One partnership, highlighting AI and cloud technology. Investors await fiscal Q3 earnings, expected in mid-March, amid scrutiny of Oracle’s $45–$50 billion 2026 funding plan.
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Intuit stock jumps today as Anthropic AI tie-up puts earnings in focus

Intuit stock jumps today as Anthropic AI tie-up puts earnings in focus

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26 February 2026
Intuit shares jumped 4.2% to $397.21 by late morning Thursday, ahead of its fiscal Q2 earnings report after the bell. The stock extended Wednesday’s rally, trading between $387.96 and $406.46. Investors are watching for updates on AI partnerships with Anthropic and signs of tax-season demand at TurboTax. CEO Sasan Goodarzi is scheduled to speak at a Morgan Stanley conference March 2.
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Intel stock slides as chip rally cools — what’s driving INTC today

Intel stock slides as chip rally cools — what’s driving INTC today

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26 February 2026
Intel shares dropped 3.3% to $45.33 in late-morning New York trading Thursday, reversing earlier gains as chip stocks slid after Nvidia’s results failed to lift sentiment. The decline followed Intel’s announcement of a multi-year AI inference partnership with SambaNova. Traders are watching for new demand signals and Intel’s next earnings report on April 23.
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Netflix stock price today: NFLX rises as White House trip and Paramount bid keep Warner deal on edge

Netflix stock price today: NFLX rises as White House trip and Paramount bid keep Warner deal on edge

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26 February 2026
Netflix shares rose 1.3% to $83.75 by 11:00 a.m. ET Thursday, following a 6% jump Wednesday as investors tracked its $82.7 billion bid for Warner’s studio and streaming assets. Paramount Skydance has countered with a $31-per-share offer and a $7 billion breakup fee. Political and regulatory scrutiny is intensifying ahead of Warner’s March 20 shareholder vote. Warner reported a 6% revenue drop but HBO Max added 3.5 million subscribers.
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IonQ stock price jumps nearly 20% after upbeat 2026 outlook, Romania quantum-network win

IonQ stock price jumps nearly 20% after upbeat 2026 outlook, Romania quantum-network win

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26 February 2026
IonQ shares jumped 19% to $40.08 Thursday morning after the company raised its 2026 revenue forecast to $225 million–$245 million and reported fourth-quarter revenue of $61.9 million. The firm also announced deployment of a national quantum key distribution network in Romania. IonQ ended 2025 with $3.3 billion in cash and posted an adjusted quarterly loss of $0.20 per share.
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Apple stock drops today: AAPL slides as investors weigh Houston production push and China risk vote

Apple stock drops today: AAPL slides as investors weigh Houston production push and China risk vote

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26 February 2026
Apple shares dropped about 1% to $271.41 in morning trading Thursday, reversing two days of gains. The move followed a shareholder vote rejecting a report on China supply-chain risks and news of expanded U.S. manufacturing. MoffettNathanson raised its price target to $270 but kept a neutral rating. Broader tech stocks also fell after Nvidia’s earnings failed to ease concerns over AI-driven growth.
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Salesforce stock price rebounds as CRM shares climb on buyback, AI metrics in focus

Salesforce stock price rebounds as CRM shares climb on buyback, AI metrics in focus

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26 February 2026
Salesforce shares rose 2.5% to $196.50 Thursday morning after the company raised its share repurchase authorization to $50 billion and increased its quarterly dividend to $0.44. Fourth-quarter revenue climbed 12% to $11.2 billion, while fiscal 2027 revenue guidance came in slightly below analyst expectations. Investors are watching adoption of Salesforce’s “agentic” AI, which has reached $800 million in annual recurring revenue.
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AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

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26 February 2026
AMD shares fell 2.6% to $205.31 Thursday morning after the company announced a $150 million investment in Nutanix and up to $100 million for joint AI platform work. The drop followed news of a five-year deal to sell up to $60 billion in AI chips to Meta, which includes a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each.
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SanDisk stock rises as CEO flags multi-year data-center deals after Citron short call

SanDisk stock rises as CEO flags multi-year data-center deals after Citron short call

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26 February 2026
SanDisk shares rose 3.5% to $654.60 in Thursday morning trading after CEO David Goeckeler said the company is pursuing multi-year supply deals with data-center customers. The rebound followed a 5% drop earlier in the week after Citron Research disclosed a short position and called the rally a misread of a cyclical market. SanDisk opened at $645.74 and traded as high as $656.25.
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Resideo (REZI) stock slips after 14% jump as investors digest 2026 outlook and spin-off plan

Resideo (REZI) stock slips after 14% jump as investors digest 2026 outlook and spin-off plan

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26 February 2026
Resideo shares fell 1.5% to $40.25 in early New York trading Thursday, after surging 14% the previous day. The company forecast 2026 adjusted EPS of $3.00–$3.20 and revenue of $7.8–$7.9 billion. Morgan Stanley raised its price target to $50 and reiterated an Overweight rating. Resideo reported a 2025 net loss of $527 million, citing a $1.59 billion payment to Honeywell.
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