Wall Street experienced swings with worries about tech stocks and discouraged customers on February 17, 2026.
Futures rose while tech stocks lagged in premarket trading on February 17, 2026.
S&P futures were up approximately 0.5% early Monday morning, with European markets receiving another bid and gold prices declining by 1% and breaking below $5,000.
Japan narrowly avoided a technical recession with weak Q4 economic data, while policymakers eye increased spending measures.
AI displacement concerns rocked stocks again as Wall Street anticipates downward pricing in affected sectors.
Middle-class Americans face higher electric bills and food costs due to the data center and AI boom, per Goldman Sachs.
SoftBank returned to profitability due to the AI boom, with investments beginning to pay off.
Pinterest earnings fell short, citing an 'exogenous shock' from tariffs.
Instagram boss revealed a base pay of $900K per year, up to $20 million with stock.
S&P 500 erased its year's gains amid market volatility.
Lenovo reports record revenues and accelerated profitability in Q3 FY 2025-26, with AI revenue expansion and 300% YoY growth in Neptune liquid-cooling revenue.
Tech rebound drove Asian stocks to new heights, with Alphabet's $20B bond sale supporting AI spending amid Wall Street rally.
Nvidia remains the focal point of AI investment bets, but questions about growth persist ahead of its Q4 earnings report on February 25.
Tech rout expanded to chipmakers like AMD (double digits drop), with software vs. chipmakers debate intensifying amid AI capex surge.[4]
Zacks highlights NVIDIA over Palantir due to easing China chip restrictions and booming data center demand strengthening AI growth outlook.[3]
Global tech selloff deepened with tepid earnings from Arm, Qualcomm, and Alphabet, wiping hundreds of billions from stocks; software ETF lost $1 trillion in 7 days.[1]
Asian markets experienced tech weakness, with stocks tracking a US tech-driven selloff; AMD fell on disappointing AI forecasts.
US equity futures paused amid a global selloff driven by tech stocks sensitive to Anthropic's automation tool, with investors eyeing Alphabet and Qualcomm results.
Samsung Electronics extended gains up to 10% driven by memory chip performance, leading Asian tech rebounds.
Asian stocks rebounded on AI optimism, with technology shares leading gains.
Nintendo's profits disappointed investors.
Palantir Technologies shares rose in after-hours trading after issuing a stronger-than-expected revenue forecast.
The AI boom is eroding Apple’s supply chain advantage as AI hyperscalers aggressively bid for chips, memory, and components, driving up DRAM and NAND costs and pressuring Apple's margins.
Alphabet (GOOGL) and Amazon (AMZN) earnings reports are anticipated this week, following strong recent revenue growth, alongside AMD, Qualcomm, and Palantir expected to signal AI-related demand durability in chips, cloud, and software.
Meta beats Q4 revenue expectations, with Zuckerberg predicting major AI acceleration in 2026 and up to $135 billion capex.
Tech stocks boosted by AI spending announcements from Meta, with potential investments from Nvidia ($20B), Amazon ($10B), and Microsoft.
Microsoft’s demand backlog doubles to $625 billion due to OpenAI, though spending and revenue growth concerns investors.
Apple reports blowout Q1 results, highlighting strengths despite AI challenges.
Tech's AI spending boosts stocks, with Meta up over 7% after announcing massive AI investments; Microsoft lags on weaker cloud results.
AI infrastructure spending drives momentum for semiconductor stocks like Nvidia, reinforcing hardware over software performance trends.
Amazon announced layoffs impacting approximately 16,000 roles as part of organizational changes to reduce layers and bureaucracy.
Samsung advances HBM4 supply for Nvidia, boosting AI hardware ecosystem amid investor focus on memory for next-gen platforms.
Tech markets face 'Show Me the AI Money' moment with earnings pressure on mega-cap firms to demonstrate AI investment returns.
S&P 500 set a record high for the third straight day, rising 0.3% to 4,864.60, with Nasdaq up 0.4%, driven by earnings including Netflix's subscriber gains; Tesla earnings anticipated later in the week.[5]
ChatGPT's market share fell to 68% in January 2026 from 87.2% a year ago, while Google Gemini surged to 18.2% from 5.4%, marking a significant shift in AI chatbot dominance.[5]
**Intel** stock tumbles after issuing a weak forecast amid manufacturing snags impacting its comeback efforts.
Investors reacted nervously to Spectral's claims against Nvidia, sending ripples through markets.
Investors react nervously to Spectral’s claims against Nvidia, sending ripples through markets.
Record profits are forecast for Samsung due to a dramatic increase in AI chip demand.
Morgan Stanley and Goldman Sachs are set to wrap up big bank earnings reports amid tech stock gains from TSMC's strong AI-driven outlook.[4]
U.S. stock indexes fell on Wednesday, with the S&P 500 down 1%, following mixed profit reports from several major banks.
Microsoft's stock hit a new all-time high following the successful launch of its latest AI-powered cloud services.
Nvidia reported record quarterly earnings, driven by strong demand for AI chips, with revenue up 45% year-over-year.
EU Digital Networks Act updates reportedly exclude major U.S. tech firms from the strictest regulations, easing potential market impacts for Big Tech companies.
JP Morgan Chase is set to replace Goldman Sachs as the new issuer of the Apple Card, a move that could impact Apple's financial partnerships and market positioning.
US equity futures edged lower, led by technology stocks, amid ongoing concerns about chip supply and AI regulation.
China reportedly plans to approve some imports of Nvidia's H200 chips this quarter, following a recent pause, which could impact Nvidia's sales and the broader tech market.
Google has wrapped up its best year on Wall Street since 2009, outperforming megacap peers as its AI-focused strategy strengthens its market position[3].
Markets have found support from tech sector this week, marking a shift from the first half of December when that sector was largely missing in action.[2]
Adobe and tech stocks like Salesforce trade at cheap levels due to AI threats, but Salesforce shows AI momentum via Agentforce and price increases.
AI-driven tech stocks rebounded amid Fed's December 2025 rate cut to 3.50-3.75%, but Nasdaq dropped 12% with speculative AI pure-plays down 30–50%.
Micron reported blowout Q1 earnings, doubling expected profits due to rising memory chip prices amid AI demand.[2]
Tech stocks fueled a market rebound ahead of CPI data and rate decisions.[8]
AI worries dragged Wall Street tech stocks lower, with Asian shares following suit on December 18.[9][10]
Tech markets are reacting to the intensifying AI race, with investor focus on OpenAI’s imminent GPT-5.2 release and Google’s strong showing with Gemini 3, though no major earnings reports or significant stock moves were reported in the past 24 hours.
The Nasdaq Composite gained 1.8% today, led by AI and semiconductor stocks, as investors reacted positively to strong cloud and AI infrastructure spending forecasts for 2026.
Nvidia shares rose over 3% in after-hours trading following a new analyst report highlighting strong demand for its next-generation Blackwell AI chips and expanding data center deployments.
The Nasdaq Composite gained 1.8% on strong tech earnings and optimism around AI infrastructure spending, with semiconductor and cloud stocks leading the rally.
Nvidia shares rose over 3% in after-hours trading following a report that its next-generation Blackwell GPUs are seeing stronger-than-expected demand from major cloud providers and AI startups.
Alphabet’s in-house AI chips are being described as a potential $900 billion 'secret sauce' that could significantly boost its cloud and AI offerings, according to recent analysis.
Nvidia’s stock surged over 8% on strong pre-earnings sentiment following its Blackwell GPU launch, with analysts raising price targets on expectations of robust AI chip demand in 2026.
Meta reported better-than-expected Q4 2025 earnings, driven by strong ad revenue and AI-driven engagement, sending its stock up nearly 6% in after-hours trading.
Salesforce CEO Mark Benioff announced the company is switching from ChatGPT to Google's Gemini 3 Pro, a move that contributed to a notable increase in Alphabet's stock price.
Tesla's stock dropped 3% after the company reported lower-than-expected vehicle deliveries for the third quarter, citing supply chain challenges.
Nvidia's stock surged 5% following the announcement of its latest AI chip, the H200, which is expected to drive significant revenue growth in the coming quarters.
Palantir Technologies (PLTR) shares rose 7.53% over the past five trading sessions, remaining up more than 124% in 2025, driven by major defense and government contracts.
The broader AI sector continues to see massive investments, with over $100 billion in combined announcements from AWS-OpenAI, Google, and Nebius-Meta deals, driving market speculation and sector volatility.
Oracle's stock has lost $315 billion in market value since announcing its $300 billion deal with OpenAI, raising concerns about the financial risks associated with large AI procurement commitments.
Tesla's shares dropped 3% after reports of delays in the Cybertruck production ramp-up and concerns over battery supply chain issues.
Nvidia's stock surged 5% following the announcement of record-breaking AI chip sales and strong earnings guidance for the next quarter.
The Nasdaq Composite Index closed at a new record high, driven by optimism around AI and cloud computing growth.
Tech stocks rallied today following strong earnings reports from major cloud computing companies, with shares of Amazon, Microsoft, and Google all posting gains.
Global tech stocks rebounded sharply today, led by gains in AI-related companies, as investors reacted positively to strong earnings from major semiconductor firms.
HP announced plans to cut up to 10% of its workforce as part of a restructuring aimed at advancing its AI initiatives.
Dell Technologies raised its outlook, anticipating full-year revenue of $111.2 billion to $112.2 billion as AI server shipments more than doubled.
Microsoft reported a 12% year-over-year increase in cloud revenue, attributed to growth in Azure AI services and enterprise adoption of Copilot.
Nvidia's stock has surged 8% following the release of its latest quarterly earnings, driven by strong demand for AI chips and data center solutions.
Tech stocks are feeling the impact of the ongoing chip shortage, with tariffs and surging AI demand driving up prices for electronics and affecting market sentiment.
The tech sector saw a modest rally as investors reacted positively to Nvidia's earnings and AI-related growth prospects.
Microsoft's stock reached a new all-time high following the announcement of its investment in Inflection AI and strong cloud growth.
Nvidia reported record quarterly earnings, with revenue up 50% year-over-year driven by strong demand for AI chips. The company's stock rose 8% in after-hours trading.
Microsoft's Azure AI services saw a 30% increase in usage, contributing to a 12% rise in cloud revenue for the quarter.
Nvidia reported record quarterly earnings, driven by strong demand for AI chips, with revenue up 45% year-over-year and stock price reaching an all-time high.
Nvidia's stock surged 7% today after the company reported better-than-expected quarterly earnings, driven by strong demand for its AI chips. The company also raised its revenue forecast for the next quarter.
The tech sector saw a broad rally today, with the Nasdaq Composite up 2.5% as investors reacted positively to strong earnings from major tech companies and optimism about AI-driven growth.
Nvidia's stock surged 8% following its earnings report and strong AI sales forecast, driving a rally in tech stocks. The company reported record quarterly revenue of $30 billion, up 50% year-over-year.
Microsoft reported strong cloud and AI revenue growth in its latest earnings, with Azure revenue up 25% year-over-year. The company also announced new AI-powered features for Office 365.
Google CEO Sundar Pichai warned that no company is immune to a potential collapse of the AI investment cycle, citing 'very elevated' valuations. His comments coincided with a broader sell-off in tech equities, with the FTSE 100 falling 1.35% to a one-month low.
Nvidia reported record quarterly earnings, driven by strong demand for AI chips, with revenue up 45% year-over-year and stock price reaching a new high.
Tesla's stock surged 8% following positive analyst reports on its Q3 earnings and guidance for increased EV production in 2026.
The Nasdaq Composite rose 1.8% today, led by gains in AI and semiconductor stocks following Nvidia's earnings report.
Nvidia reported record quarterly earnings, with revenue up 45% year-over-year, driven by strong demand for AI chips and data center solutions.
Tesla's stock dropped 3% after mixed Q3 earnings and concerns over EV demand.
Nvidia's stock rose 5% today following strong earnings reports and increased demand for AI chips.
Nvidia's market cap reached $5 trillion, making it the first company to achieve this milestone, reflecting strong investor confidence in AI-driven growth and continued leadership in the semiconductor sector.
Nvidia reported record quarterly earnings, with revenue up 45% year-over-year, driven by strong demand for its AI chips and data center products.
The tech-heavy Nasdaq Composite index rose 1.2% today, led by gains in AI and semiconductor stocks following Nvidia's earnings report.
Microsoft's cloud division saw a 25% year-over-year revenue increase, fueled by AI services and Azure growth.
Nvidia reported record quarterly earnings, driven by strong demand for AI chips, with shares rising 10%.
Meta's stock slid in after-hours trading after the company projected significantly higher expenses for 2026, despite posting strong third-quarter results.
Google's corporate parent reported its first-ever quarter with more than $100 billion in revenue, reflecting strong growth in its core advertising and cloud businesses.
Pony.ai's stock fell 12% on its first day of trading in Hong Kong, signaling a challenging market reception for the autonomous driving startup.
Microsoft reported strong earnings, with Azure cloud revenue up 25% year-over-year, driven by increased demand for AI services.
Nvidia's stock surged 5% following the announcement of its new AI chip, which is expected to drive significant revenue growth in the coming quarters.
Microsoft's Azure cloud division saw a 30% year-over-year revenue increase, fueled by enterprise AI adoption and new partnerships with major tech firms.
Nvidia reported record quarterly earnings, driven by strong demand for its AI chips. The company's stock surged 12% in after-hours trading, reaching a new all-time high.
Microsoft has reported record earnings for its cloud and AI divisions, driven by increased adoption of Azure and Copilot across enterprise customers.
Nvidia's stock has surged following the release of its latest AI chips, with analysts predicting strong demand from data centers and AI companies.
AI-curated from trusted tech sources. Facts are ordered by most recent first.
Check back daily for new markets & earnings updates.