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.
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.
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
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%.
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

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.
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

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.
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?

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.
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

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.
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

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.
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

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.
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

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.
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

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.
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

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

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

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.
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

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.
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

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.
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

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.
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

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.
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

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.
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

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.
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

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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