AMD announced the launch of Ryzen AI 400 Series and Ryzen AI PRO 400 Series desktop processors at Mobile World Congress 2026, positioning them as the world's first desktop processors supporting Microsoft Copilot+ PC experiences. The new processors feature up to 50 TOPS of AI compute via dedicated NPUs and deliver up to 30% faster multithreaded performance than competitors. AMD is expanding its enterprise PC solutions through the AMD PRO platform with enhanced security and manageability features. OEM partners including HP, Lenovo, and Dell are expected to launch systems powered by these processors starting in Q2 2026.

Ten large-cap stocks were top performers during the week of Feb. 23-27, 2026. Circle Internet Group led with a 34.99% gain after strong Q4 results. Netflix, Dell, IonQ, Keysight, and Axon Enterprise also posted significant gains (22-27%) driven by better-than-expected earnings and positive guidance. Other gainers included Paramount Skydance, Block, Thomson Reuters, and First Majestic Silver.

U.S. stock futures fell on Friday ahead of January's producer price index data release. Major indices showed mixed performance with the Dow down 0.32%, S&P 500 down 0.13%, and Nasdaq 100 down 0.02%. Notable movers included Block surging 22.28% after in-line earnings and workforce reduction plans, Dell jumping 12.64% on better-than-expected results, while Zscaler tumbled 8.62% after cutting FY26 guidance. Netflix rose in premarket after exiting a bidding war.

Wall Street experienced a sharp selloff on Friday driven by AI-related economic disruption concerns and hotter-than-expected producer price data. Major indices declined with the Dow falling 1.3% and Russell 2000 dropping 2.1%. Financial stocks and private equity firms led the losses, while Netflix rallied 12% after withdrawing from a bidding war for Warner Bros. Discovery.

Dell Technologies reported strong Q4 earnings, beating estimates with EPS of $3.89 vs. $3.53 expected and revenue of $33.38 billion vs. $31.73 billion expected. The company posted record full-year revenue of $113.5 billion and record EPS of $8.68, driven by AI server demand with $64 billion in AI-optimized orders and a $43 billion backlog. Dell raised FY2027 guidance to $12.90 adjusted EPS and $138-142 billion revenue, significantly exceeding analyst expectations. Stock surged 10.98% in extended trading.

U.S. stock futures showed mixed performance on Thursday with the S&P 500 and Nasdaq gaining slightly while Dow futures declined. Markets await weekly jobless claims data and January producer price index. Key movers included Nvidia rising on strong earnings, Salesforce falling despite upbeat results due to weak guidance, and Trade Desk tumbling 16.69% on disappointing Q1 guidance. BlackRock remains overweight on U.S. equities citing favorable macro conditions and strong corporate earnings.

As earnings season winds down, Nvidia is positioned as a strong buy heading into its Q4 earnings release with analyst expectations for a beat-and-raise quarter driven by surging AI infrastructure demand. Conversely, Intuit is flagged as a sell due to intensifying fears that generative AI tools could erode its competitive moat in tax preparation and accounting software, with analysts increasingly cautious and the stock down 42.5% over three months.

Tech stocks plummeted on Thursday, erasing over $500 billion in market value across 10 major companies. Apple suffered the largest loss at $200 billion after a 5% drop. The selloff was triggered by Cisco's disappointing margin guidance despite beating earnings expectations, revealing concerns about rising hardware costs and memory inflation. Hardware makers like Dell and HP also fell sharply, signaling that supply chain pressures and input cost inflation are now competing with AI disruption as major market headwinds.

Cloudera reported strong FY26 results with over 50% year-over-year growth in new business and expansion, and over 100% growth in new logos in Q4. The company expanded its platform capabilities through the acquisition of Taikun, launched new AI and data management features, and grew its partner ecosystem. Cloudera is entering FY27 with momentum, planning to hire nearly 650 new employees globally.

Cloudera reported strong FY2026 results with over 50% growth in new and expansion business, 100%+ increase in new customer acquisitions across all regions, and record ARR growth. The company expanded its hybrid data and AI platform through strategic acquisitions (Taikun), product innovations, and a growing global partner network. Cloudera is expanding operations with new offices and plans to hire 650+ employees in FY2027.

Cloudera announced strong FY2026 results with over 50% growth in new and expanded deals, record annual recurring revenue, and 100%+ increase in new customers in Q4 across all regions. The company expanded its hybrid data and AI platform capabilities through the Taikun acquisition, launched new product innovations including Trino integration and Private AI Anywhere, achieved key regulatory certifications (TX-RAMP Level 2, GovRAMP, FedRAMP), and expanded its global partner ecosystem with major tech companies. Cloudera plans to hire nearly 650 new employees in FY2027.

Cloudera announced strong FY2026 results with new business and expansion contracts growing over 50% year-over-year, along with doubled new customer growth in Q4 across all regions. The company expanded its hybrid and multi-cloud capabilities through the Taikun acquisition and launched new AI inferencing features for on-premises data centers, reinforcing its position as a unified data and AI platform provider.