Today: 26 February 2026
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JPMorgan stock price rebounds to $303 as AI jitters ease and traders eye next Fed cues
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26 February 2026
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JPMorgan stock price rebounds to $303 as AI jitters ease and traders eye next Fed cues

JPMorgan shares rose 2.0% to close at $303.30 on Wednesday after executives projected mid-teens percentage growth in first-quarter fees and trading revenue at the bank’s investor day. The stock rebounded from earlier losses, trading between $297.01 and $303.66. Investors now await U.S. jobless claims Thursday and producer prices Friday for further market direction.
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Bloom Energy stock slips after hours on CEO sale notice, even after a fresh high
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Bloom Energy stock slips after hours on CEO sale notice, even after a fresh high

Bloom Energy shares fell 1.0% to $173.00 in late after-hours trading Wednesday after closing up 5.2% at a record $174.77. CEO K.R. Sridhar filed to potentially sell up to 200,000 shares, worth about $33.9 million. Citi began coverage at Neutral, calling the stock fairly valued amid strong demand for on-site power. The stock hit $180.90 intraday and has traded between $15.15 and $180.90 over the past year.
26 February 2026
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Eli Lilly stock price slips as Zepbound KwikPen FDA nod and Novo trial data keep LLY in focus

Eli Lilly stock price slips as Zepbound KwikPen FDA nod and Novo trial data keep LLY in focus

Eli Lilly shares fell 1.28% to $1,028.83 Wednesday after the FDA cleared a four-dose Zepbound KwikPen for obesity treatment. Novo Nordisk’s CagriSema showed less weight loss than Lilly’s tirzepatide in a head-to-head trial. Analysts called the gap significant for investors. Lilly said the new KwikPen will cost $299 per month at the 2.5 mg dose.
26 February 2026
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Applied Materials stock jumps to a new high as Nvidia earnings lift chip equipment names

Applied Materials stock jumps to a new high as Nvidia earnings lift chip equipment names

Applied Materials shares rose 4.5% to a record $394.95 Wednesday, with trading volume above the 50-day average. The move followed Nvidia’s strong revenue forecast and gains for semiconductor peers Lam Research and KLA. Insider filings showed director Judy Bruner and accounting chief Adam Sanders sold shares last week. Applied’s next earnings call is set for May 14.
26 February 2026
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Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

Booking Holdings stock extends two-day rebound after Morgan Stanley upgrade flags AI upside

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26 February 2026
Booking Holdings shares rose 2.3% to $4,162.79 Wednesday after Morgan Stanley upgraded the stock, citing confidence in its role despite new AI travel tools. Shares slipped 0.1% after hours. Booking will execute a 25-for-1 stock split, with a March 6 record date and split-adjusted trading set for April 6. The company recently reported a 16% rise in gross bookings to $43 billion for the quarter.
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Salesforce stock slides after hours on FY27 outlook as AI payoffs get questioned

Salesforce stock slides after hours on FY27 outlook as AI payoffs get questioned

Salesforce shares fell 5.4% to $181.37 in after-hours trading after issuing an annual outlook with fiscal 2027 revenue guidance below Wall Street estimates. Fourth-quarter revenue rose 12% to $11.2 billion. The company announced acquisitions of Qualified, Cimulate, and Momentum to boost AI capabilities. Salesforce also authorized a new $50 billion share repurchase program.
26 February 2026
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Strategy Inc stock jumps nearly 9% on bitcoin rebound; STRC treasury buyers add a new angle

Strategy Inc stock jumps nearly 9% on bitcoin rebound; STRC treasury buyers add a new angle

Strategy Inc shares jumped 8.9% to $135.65 at Wednesday’s close, then slipped about 1% after hours as bitcoin surged 6.7% to $68,400. A Feb. 23 filing showed Strategy sold $39.7 million in stock and used the proceeds to buy 592 bitcoin. The company held 717,722 bitcoin as of Feb. 22. Coinbase Global shares also rose 13.5%.
26 February 2026
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Gold price jumps as tariff fears swell; traders brace for Iran talks and U.S. jobs report

Gold price jumps as tariff fears swell; traders brace for Iran talks and U.S. jobs report

Spot gold rose 1.1% to $5,202.28 an ounce, and U.S. gold futures settled 1% higher at $5,226.20 on Wednesday as investors sought safety amid new U.S. tariffs and Middle East tensions. U.S. Trade Representative Jamieson Greer said tariffs could rise to 15% for some countries. Geneva talks between U.S. and Iranian officials are set for Thursday. Traders are watching for the March 6 U.S. jobs report.
25 February 2026
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Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

Nvidia stock jumps after hours on $78 billion sales outlook — what Wall Street is watching next

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25 February 2026
Nvidia shares rose nearly 4% in after-hours trading Wednesday after the company projected first-quarter revenue of about $78 billion, beating estimates. Fourth-quarter revenue reached $68.1 billion, with data center sales at $62.3 billion. Nvidia said its outlook excludes China data center compute revenue and it received U.S. licenses to ship only limited H200 chips there. The company will now include stock-based compensation in non-GAAP results.
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Oracle stock edges up after Oppenheimer upgrade; what ORCL investors watch next

Oracle stock edges up after Oppenheimer upgrade; what ORCL investors watch next

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25 February 2026
Oracle shares rose 1.2% to $147.89 Wednesday and edged higher after hours following an Oppenheimer upgrade to Outperform with a $185 target. The upgrade comes as Oracle plans to raise up to $50 billion in 2026 for cloud expansion, including a $25 billion bond completed Feb. 4. Investors remain focused on the company’s heavy spending and cash flow from large cloud customers.
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Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

Broadcom stock rebounds after Meta-AMD shakeup as Nvidia’s outlook lifts chip mood

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25 February 2026
Broadcom shares closed up 2.1% at $332.31 and rose another 0.4% after hours, following Nvidia’s strong forecast and sector gains. The move followed a report that AMD secured a major AI chip deal with Meta, seen as a negative for Broadcom. Analysts flagged upcoming software renewals and shifting supply deals as key risks. Broadcom’s VMware unit also issued a high-severity security advisory for Aria Operations.
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Netflix stock jumps 6% on Warner bid twist — what investors watch next

Netflix stock jumps 6% on Warner bid twist — what investors watch next

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25 February 2026
Netflix shares jumped nearly 6% to $82.71 after Warner Bros. Discovery’s board said Paramount Skydance’s $31-per-share cash bid could lead to a superior offer, intensifying the bidding contest. Paramount’s proposal includes a ticking fee and would cover Warner’s $2.8 billion breakup fee to Netflix. Eleven state attorneys general urged the Justice Department to review the Netflix-Warner deal for antitrust concerns.
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Microsoft stock price rebounds as Japan raids Azure unit; MSFT investors eye Nvidia earnings

Microsoft stock price rebounds as Japan raids Azure unit; MSFT investors eye Nvidia earnings

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25 February 2026
Microsoft shares closed up 2.99% at $400.63 Wednesday, then slipped 0.17% after hours following news that Japan’s antitrust regulator raided Microsoft Japan over Azure cloud practices. The Fair Trade Commission is investigating whether Microsoft restricted customers from using rival cloud services. Microsoft said it is cooperating with authorities. Traders are awaiting Nvidia’s earnings and a March 4 White House meeting on data-center power costs.
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Amazon stock price today: AMZN ends higher as AI trade steadies, antitrust and exec exits linger

Amazon stock price today: AMZN ends higher as AI trade steadies, antitrust and exec exits linger

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25 February 2026
Amazon shares closed up 1% at $210.67 Wednesday, then slipped 0.2% after hours. Spain’s antitrust regulator said Apple and Amazon delayed removing disputed contract clauses, risking further penalties; both companies are appealing a €194 million fine. CEO Andy Jassy sold nearly 20,000 shares under a pre-arranged plan. David Luan, head of a key Amazon AI lab, will leave the company this week.
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Sandisk stock price steadies near $640 after Citron short call as Nvidia, CEO remarks loom

Sandisk stock price steadies near $640 after Citron short call as Nvidia, CEO remarks loom

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25 February 2026
Sandisk shares closed up 0.3% at $640.51 on Wednesday after a 4.2% drop Tuesday following a Citron Research short call. CFO Luis Felipe Visoso sold 1,594 shares for tax withholding tied to vesting, according to a new Form 4. Investors are awaiting Sandisk’s remarks at the Bernstein forum and Nvidia’s earnings after the U.S. close. Western Digital recently moved to sell part of its Sandisk stake.
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Seagate stock price jumps 6% as STX rebounds on pricing talk, HAMR update

Seagate stock price jumps 6% as STX rebounds on pricing talk, HAMR update

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25 February 2026
Seagate shares jumped 6.1% to $420.28 Wednesday after CFO Gianluca Romano said demand is outpacing supply and pricing remains firm. Romano highlighted increased use of HAMR technology and ongoing contract price hikes at Bernstein’s tech forum. EVP Chong Kian Fatt sold 5,846 shares last week at about $416.48 each. Investors await Nvidia results and Seagate’s March 3 conference appearance.
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Visa stock rebounds after AI scare rattles payments, with Nvidia earnings the next test

Visa stock rebounds after AI scare rattles payments, with Nvidia earnings the next test

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25 February 2026
Visa shares rose 1.8% to $312.85 Wednesday afternoon, rebounding from a nearly 5% drop Monday after a viral Substack post raised fears about AI bypassing card networks. Payments stocks steadied as Wall Street pulled back from “doom” scenarios tied to artificial intelligence. Traders awaited Nvidia’s earnings after the bell for the next move in AI sentiment.
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Brent crude price slips on big U.S. stock build as Iran talks and OPEC+ loom

Brent crude price slips on big U.S. stock build as Iran talks and OPEC+ loom

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25 February 2026
U.S. crude stockpiles jumped by 16 million barrels, far above forecasts, sending Brent crude down 12 cents to $70.65 a barrel. The Energy Information Administration called the build “bearish,” while Middle East tensions and new U.S. sanctions on Iran continued to support prices. Saudi Arabia has raised output as a contingency for possible supply disruptions. OPEC+ may consider a small output increase at its March 1 meeting.
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Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

Nvidia stock climbs ahead of earnings as AMD-Meta deal keeps AI chip stocks in play

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25 February 2026
Nvidia shares rose 2.2% Wednesday, lifting AI chip stocks and pushing the Nasdaq to a two-week high ahead of Nvidia’s quarterly results. AMD gained over 6% Tuesday after announcing a deal to supply Meta with up to 6 gigawatts of Instinct GPUs, including a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each. The Philadelphia semiconductor index hit a record.
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Natural gas prices rebound as LNG export demand stays strong, storage report looms

Natural gas prices rebound as LNG export demand stays strong, storage report looms

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25 February 2026
NYMEX March natural gas rose 1.3% to $2.953 per mmBtu as it neared expiry, supported by near-record LNG export flows and a firmer demand outlook. April traded near $2.88. Traders await Thursday’s U.S. storage report, expected to show a shrinking deficit after mild weather. U.S. output remains high, while West Texas spot prices stayed negative due to pipeline constraints.
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Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

Dow Jones today: DJIA rises 300 points with Nvidia earnings in the crosshairs

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25 February 2026
The Dow rose 307.8 points to 49,482.3 in early afternoon trading Wednesday. Investors awaited Nvidia’s quarterly report, with options markets pricing a 5.6% post-earnings move, the smallest in three years. IBM climbed over 4%, while Axon Enterprise jumped on strong earnings. GoDaddy and Lowe’s fell after weak forecasts.
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Wall Street climbs today as Nvidia earnings drive S&P 500, Nasdaq back to two-week highs

Wall Street climbs today as Nvidia earnings drive S&P 500, Nasdaq back to two-week highs

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25 February 2026
The S&P 500 and Nasdaq hit two-week highs Wednesday as tech shares rallied ahead of Nvidia’s earnings. Nvidia rose 2.2%, lifting chip stocks and sending the Philadelphia Semiconductor Index to a record. Axon Enterprise surged over 19% after strong results, while Lowe’s dropped 5% on a weak outlook. Tariff concerns and mixed forecasts kept trading uneven.
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Accenture stock price sinks to new 52-week low as OpenAI tie-up, deals fail to steady ACN shares

Accenture stock price sinks to new 52-week low as OpenAI tie-up, deals fail to steady ACN shares

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25 February 2026
Accenture shares fell 2.3% to $192.13 by midday Wednesday in New York, hitting a new 52-week low of $188.74 amid heavy trading volume. The drop extends a three-day slide totaling nearly 11%. OpenAI named Accenture as an anchor partner in its new “Frontier Alliance” for enterprise AI rollouts. Accenture’s next earnings call is set for March 19.
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