Today: 23 February 2026
Subscribe
Applied Materials stock price dips after-hours as tariff fog returns and an insider sale notice hits the tape
·
23 February 2026
by

Applied Materials stock price dips after-hours as tariff fog returns and an insider sale notice hits the tape

Applied Materials shares fell 1.1% to $371.12 Monday as chip stocks dropped, tracking a 1.4% decline in the Philadelphia Semiconductor Index. The slide followed a Supreme Court ruling on Trump-era tariffs and new trade threats. Director Judy Bruner filed notice to potentially sell 3,969 shares worth about $1.5 million. The company’s next earnings call is set for May 14.
Read More
Eli Lilly stock pops after Novo trial miss, new Zepbound pen gets FDA nod
····

Eli Lilly stock pops after Novo trial miss, new Zepbound pen gets FDA nod

Eli Lilly shares climbed nearly 5% late Monday after Novo Nordisk reported its obesity drug CagriSema underperformed Lilly’s Zepbound in a head-to-head trial. Novo’s U.S.-listed shares dropped over 16%. CagriSema showed 23% weight loss after 84 weeks, compared to 25.5% for Zepbound. The trial failed to prove CagriSema was not worse than tirzepatide on weight loss.
23 February 2026
by
Read More
Nebius (NBIS) stock rises in choppy session as AI cloud spending stays in focus

Nebius (NBIS) stock rises in choppy session as AI cloud spending stays in focus

Nebius Group N.V. shares rose 1.8% to $99.70 Monday, trading as high as $101.12 on volume of 7.5 million shares. The Amsterdam-based cloud provider, which rents out Nvidia chips and data-center capacity, recently forecast an end-2026 revenue run-rate of $7–9 billion. Investors remain focused on Nebius’s build pace and financing. Nvidia reports quarterly results Wednesday.
23 February 2026
··
Cloudflare stock sinks nearly 10% as Wall Street slides; outage and quantum-security push in focus

Cloudflare stock sinks nearly 10% as Wall Street slides; outage and quantum-security push in focus

···
23 February 2026
Cloudflare shares dropped 9.6% to $160.11 on Monday amid a broad selloff in U.S. software stocks following renewed tariff uncertainty. The decline followed Cloudflare’s announcement of a new post-quantum SASE platform and investor concerns over a Feb. 20 outage affecting BYOIP customers. Fastly and Zscaler also fell, while Akamai rose.
Read More
Uber stock slides nearly 5% on new robotaxi push — here’s what traders watch next

Uber stock slides nearly 5% on new robotaxi push — here’s what traders watch next

Uber shares fell 4.7% to $70.39 Monday afternoon amid a broader U.S. market decline. The company launched “Uber Autonomous Solutions” for robotaxi partners, offering services like fleet operations and support. Uber already runs autonomous vehicles in Phoenix and plans a shared service with Volkswagen in Los Angeles later this year. Next earnings are due May 6.
23 February 2026
···
US economic calendar today: Stocks slide on tariff reset as factory orders fall, Fed in focus

US economic calendar today: Stocks slide on tariff reset as factory orders fall, Fed in focus

The S&P 500 fell 1.1% and the Dow dropped 1.6% Monday as tariff uncertainty rattled markets after the Supreme Court struck down Trump’s emergency tariffs and he announced new levies. Factory orders declined 0.7% in December, while the Chicago Fed’s activity index turned positive in January. Gold rose 2.2% and Treasury yields eased. Traders watched for fresh inflation data and major earnings, including Nvidia.
23 February 2026
··
Mortgage rates today slip back into the 5s as Treasuries firm; Rocket Mortgage stock slides

Mortgage rates today slip back into the 5s as Treasuries firm; Rocket Mortgage stock slides

The average top-tier 30-year fixed mortgage rate fell to 5.99% Monday, dropping below 6% as Treasury yields eased. Mortgage lenders and homebuilder stocks declined, with Rocket Companies down 4.7% and D.R. Horton off 0.6%. The SPDR S&P Homebuilders ETF lost 2.0%. Traders are watching consumer confidence data and Federal Reserve speakers for further rate direction.
23 February 2026
··
Oil price today: Brent slips but holds near six-month high as U.S.-Iran talks, tariffs loom

Oil price today: Brent slips but holds near six-month high as U.S.-Iran talks, tariffs loom

··
23 February 2026
Brent crude fell 37 cents to $71.39 a barrel and WTI dropped 27 cents to $66.21 by midday Monday, both near six-month highs. U.S.-Iran nuclear talks and new U.S. tariffs kept risk premiums elevated. Global stocks slipped and gold rose after President Trump announced a temporary 15% global tariff. Goldman Sachs raised its Q4 2026 oil forecast, citing low inventories but warned of downside risks if sanctions ease.
Read More
Exxon Mobil stock price today: XOM rises as oil hovers near six-month highs and Supreme Court cases draw focus

Exxon Mobil stock price today: XOM rises as oil hovers near six-month highs and Supreme Court cases draw focus

···
23 February 2026
Exxon Mobil shares rose 2.2% to $150.47 Monday, outperforming the broader market as oil prices held near six-month highs. The U.S. Supreme Court agreed to hear Exxon's bid to dismiss Boulder’s climate lawsuit and a separate $1 billion Helms-Burton claim against Cuba. Brent crude slipped 0.52% to $71.39 a barrel. Traders await U.S.-Iran talks in Geneva on Thursday.
Read More
Texas Instruments stock bucks chip selloff as new U.S. tariffs shake Wall Street

Texas Instruments stock bucks chip selloff as new U.S. tariffs shake Wall Street

······
23 February 2026
Texas Instruments shares rose about 1% to $221.94 Monday, bucking declines in semiconductor ETFs after Donald Trump announced a new 15% global tariff plan. iShares Semiconductor ETF fell 1.3% and VanEck’s dropped 0.8%. Investors await Nvidia earnings on Feb. 25 and key U.S. economic data later in the week.
Read More
JPMorgan stock slides more than 4% as tariff uncertainty rattles banks ahead of after-close update

JPMorgan stock slides more than 4% as tariff uncertainty rattles banks ahead of after-close update

·
23 February 2026
JPMorgan Chase shares fell 4.4% to $297.08 on Monday amid a broad decline in bank stocks as investors reacted to U.S. tariff uncertainty. The drop followed news that U.S. Customs will halt tariff collections after a Supreme Court ruling. JPMorgan will hold a company update at 4:30 p.m. ET. The bank also disclosed it closed Donald Trump’s accounts in 2021 after the Capitol attack.
Read More
Strategy Inc (MSTR) stock slides as bitcoin drops; filing shows fresh buy funded by share sales

Strategy Inc (MSTR) stock slides as bitcoin drops; filing shows fresh buy funded by share sales

······
23 February 2026
Strategy Inc. shares fell 5.5% to $123.90 midday Monday as bitcoin dropped 4% to $64,652. The company disclosed buying 592 bitcoin for $39.8 million, funded by selling nearly 298,000 shares. Broader U.S. equities and crypto-linked stocks also declined amid tariff concerns and market caution.
Read More
Bitcoin price drops below $65,000 as tariff whiplash hits risk bets, $60,000 watched

Bitcoin price drops below $65,000 as tariff whiplash hits risk bets, $60,000 watched

·····
23 February 2026
Bitcoin fell about 4.4% to $64,376 in New York Monday after President Trump raised the global tariff to 15%, sparking risk-off moves across markets. Crypto funds saw $288 million in outflows last week, the fifth consecutive week of withdrawals, according to CoinShares. Coinbase shares slid 6%. Traders are watching the $60,000 bitcoin support and the March 6 U.S. jobs report.
Read More
Robinhood stock drops as bitcoin slides on tariff jitters; what traders watch next

Robinhood stock drops as bitcoin slides on tariff jitters; what traders watch next

····
23 February 2026
Robinhood shares dropped 5.5% to $71.96 Monday, hitting a low of $71.44, as risk assets fell after President Trump announced a new 15% global tariff. Bitcoin slid 4.3% to $64,443, with other crypto-linked stocks also down. Robinhood ended January with 27.2 million funded customers and $324.4 billion in platform assets. Investors are watching for the next catalyst after a volatile stretch.
Read More
Arcellx stock jumps 78% on Gilead’s $7.8 billion buyout — deal terms, risks and next catalyst

Arcellx stock jumps 78% on Gilead’s $7.8 billion buyout — deal terms, risks and next catalyst

··
23 February 2026
Arcellx shares jumped 77.6% to $113.84 after Gilead Sciences agreed to buy the company for $115 per share in cash plus a contingent value right tied to anito-cel sales. The deal came as U.S. stocks fell on new 15% global tariffs announced by President Trump. Gilead shares slipped 0.6%. Investors are watching the FDA’s Dec. 23, 2026 review deadline for anito-cel, a CAR-T therapy for multiple myeloma.
Read More
FTSE 100 ends flat as Trump tariff reset jars UK stocks; Johnson Matthey sinks

FTSE 100 ends flat as Trump tariff reset jars UK stocks; Johnson Matthey sinks

·····
23 February 2026
FTSE 100 closed down 0.02% at 10,684.74 as tariff concerns resurfaced after President Trump announced a new 15% global import levy. FTSE 250 dropped 0.9%. Miners gained on higher gold and oil prices, while software and data stocks fell on AI worries. Johnson Matthey shares plunged over 17% after cutting the sale price of its catalyst unit to Honeywell.
Read More
ASX 200 today: Australia shares seen softer after tariff uncertainty jars banks, tech

ASX 200 today: Australia shares seen softer after tariff uncertainty jars banks, tech

········
23 February 2026
ASX 200 futures traded around 8,988 early Tuesday, about 0.4% below Monday’s close after the index fell 0.61% on U.S. tariff uncertainty. Growth stocks and banks dropped, while resources and gold miners outperformed. The Australian dollar slipped 0.2% to 70.68 U.S. cents. Traders await January inflation data due Wednesday.
Read More
Intel Corporation stock price dips as tariffs rattle tech — what INTC traders watch next

Intel Corporation stock price dips as tariffs rattle tech — what INTC traders watch next

·····
23 February 2026
Intel shares fell 0.7% to $43.81 in late-morning trading Monday as tariff uncertainty pressured U.S. chip stocks. The stock is down about 19% from its January high. Nvidia rose 0.6% ahead of its Feb. 25 earnings, while AMD and Taiwan Semiconductor slipped. President Trump’s new 15% tariff on all imports has left investors uncertain about timing and exemptions.
Read More
Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

···
23 February 2026
Palo Alto Networks shares fell 2.5% to $144.96 Monday as software stocks slid after President Trump announced a new 15% global tariff. CrowdStrike, Zscaler, and Fortinet also dropped sharply. Palo Alto’s decline followed last week’s profit forecast cut and news of $2.3 billion in CyberArk-related costs. The S&P 500 software and services index was down nearly 3%.
Read More
Salesforce stock slides as tariff uncertainty and a Morgan Stanley target cut sharpen focus on earnings

Salesforce stock slides as tariff uncertainty and a Morgan Stanley target cut sharpen focus on earnings

···
23 February 2026
Salesforce shares fell 5.6% to $174.70 in late-morning trading Monday, dragging down the Dow as software stocks slumped on renewed tariff concerns. President Trump announced a new 15% global duty after a Supreme Court ruling. Investors await Salesforce’s Feb. 25 earnings for signals on demand and AI tool adoption. Morgan Stanley cut its price target on the stock to $287 from $398.
Read More
CoreWeave stock rebounds in regular trading as data-center funding worries shadow earnings week

CoreWeave stock rebounds in regular trading as data-center funding worries shadow earnings week

···
23 February 2026
CoreWeave shares rose 2.4% to $91.40 Monday morning, rebounding after last week’s drop tied to concerns over financing for a $4 billion Pennsylvania data-center project with Blue Owl. Lenders reportedly hesitated to add exposure to CoreWeave, rated B+ by S&P, after Blue Owl struggled to secure debt. The company reports quarterly results Feb. 26. Nvidia invested $2 billion in CoreWeave last month at $87.20 per share.
Read More
Corning stock price jumps again as AI data-center demand keeps GLW in focus

Corning stock price jumps again as AI data-center demand keeps GLW in focus

···
23 February 2026
Corning shares climbed 4.9% to $146.34 Monday, after UBS and Morgan Stanley raised their price targets to $160 and $127, respectively. The stock has surged about two-thirds this year, fueled by a $6 billion Meta supply deal and strong demand for fiber-optic products tied to AI data centers. Corning’s ex-dividend date is Feb. 26. Investor conferences are set for Feb. 27 and March 3.
Read More
Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

Broadcom stock price ticks up as tariff jitters return and chip investors brace for earnings week

····
23 February 2026
Broadcom shares rose 0.4% to $333.83 Monday morning, trading between $328.18 and $338.39 on volume of about 4.2 million shares. The move followed President Trump’s announcement of a new 15% global tariff, which weighed on U.S. stocks. Broadcom last week launched the BroadPeak SoC for 5G/6G gear, claiming up to 40% lower power use. The company reports fiscal Q1 results on March 4 after the close.
Read More
CrowdStrike stock sinks nearly 9% as AI disruption fears bite and Stifel trims target

CrowdStrike stock sinks nearly 9% as AI disruption fears bite and Stifel trims target

··
23 February 2026
CrowdStrike shares dropped 8.8% to $354.25 in Monday morning trading, following renewed concerns that AI tools could pressure cybersecurity budgets and software pricing. Stifel cut its price target to $480 from $600. Broader tech stocks also fell after President Trump announced a new 15% global tariff. Investors await CrowdStrike’s earnings report on March 3 for further guidance.
Read More
Arcellx stock surges toward $115 buyout price after Gilead deal sets new ceiling

Arcellx stock surges toward $115 buyout price after Gilead deal sets new ceiling

····
23 February 2026
Arcellx shares surged 78% to $113.92 after Gilead Sciences agreed to acquire the company for $115 per share in cash, plus a $5 contingent payout tied to anito-cel sales, valuing Arcellx at up to $7.8 billion. The companies expect to close the deal in Q2 2026. Trading volume in Arcellx topped 11 million shares by mid-morning. Gilead shares fell 0.5%.
Read More
GOOG stock price: Alphabet Class C rises after Wells Fargo upgrade puts AI capex back in spotlight

GOOG stock price: Alphabet Class C rises after Wells Fargo upgrade puts AI capex back in spotlight

··
23 February 2026
Alphabet Class C shares rose 0.3% to $315.87 Monday after Wells Fargo upgraded the stock and raised its target to $387, citing AI computing gains. The move came as tariffs imposed by President Trump weighed on broader market sentiment. Alphabet’s shares remain below their Feb. 3 high of $350.15. Investors await Nvidia’s earnings Wednesday for signals on AI demand.
Read More
Amazon stock price slides as Trump tariff turmoil hits tech; AWS outage headlines resurface

Amazon stock price slides as Trump tariff turmoil hits tech; AWS outage headlines resurface

··
23 February 2026
Amazon shares fell 1.7% to $206.46 in early Monday trading, lagging the broader market after President Trump announced a new 15% import tariff following a Supreme Court ruling. The Nasdaq 100 tracker dropped 0.6% and the S&P 500’s SPY ETF slipped 0.3%. U.S. Customs will end collection of earlier tariffs at 12:01 a.m. Tuesday. Investors are watching for Tuesday’s tariff changeover and Nvidia’s results on Feb. 25.
Read More
Microsoft stock slides on Trump tariff uncertainty as Wall Street turns cautious

Microsoft stock slides on Trump tariff uncertainty as Wall Street turns cautious

··
23 February 2026
Microsoft shares fell 2.2% to $388.60 in early Monday trading, tracking declines across big tech as new U.S. tariffs fueled market uncertainty. The Dow opened down 89 points after President Trump imposed a 15% duty following a Supreme Court ruling. Microsoft also announced a leadership shake-up in its gaming division. Investors are awaiting Nvidia’s earnings on Feb. 25 for signals on AI demand.
Read More
Tesla stock price slides today as Trump tariff turmoil hits markets — and EV demand worries return

Tesla stock price slides today as Trump tariff turmoil hits markets — and EV demand worries return

···
23 February 2026
Tesla shares fell 2.2% to $402.64 in early New York trading Monday, lagging broader markets after President Trump announced a new 15% tariff. U.S. EV sales dropped nearly 30% in January, with Tesla’s volume down 17% from December, Cox Automotive said. Investors cited tariff uncertainty and weaker demand. Other automakers traded mixed.
Read More
Infleqtion (INFQ) stock sinks in early trade as tariff jitters bite — what to watch next

Infleqtion (INFQ) stock sinks in early trade as tariff jitters bite — what to watch next

·
23 February 2026
Infleqtion shares dropped about 10% to $11.95 Monday morning, falling below their opening price amid broader market declines tied to new U.S. tariff uncertainty. The quantum technology firm, which debuted last week after merging with Churchill Capital Corp X, saw about 686,000 shares traded by mid-morning. Investors await the company’s March 11 Analyst Day for more detailed guidance.
Read More
Go toTop