Dell Technologies Inc.

NVIDIA Corporation

Dell has found a formula to overcome negative investor sentiment, according to theCUBE Research analyst Dave Vellante

'Prescription for negativity': Dell shares soar on AI server sales data

Netflix, Inc.

Warner Bros. Discovery, Inc.

Netflix has given up the fight for Warner Bros. Discovery, clearing the way for Paramount's $111 billion deal for Skydance. AI startup Anthropic is not giving in to the standoff with the Pentagon. And in Japan, Nintendo is preparing a 300 billion yen cross-package sale with MUFG and Bank of Kyoto and a parallel buyback amid regulatory pressure. These and other topics - in our review of key events for the morning of February 27.

Highlights for this morning: Anthropic turned down by the Pentagon, Netflix pulled out of the fight for Warner Bros.

Cisco Systems, Inc.

Hewlett Packard Enterprise Company

CoreWeave, Inc.

In a note to clients, investment bank Evercore ISI highlighted details of Nvidia's report that it assesses have implications for a number of other companies, CNBC <a href="https://www.cnbc.com/2026/02/25/stock-market-today-live-updates.html">reports</a>.

Cisco, Dell, CoreWeave: Evercore names eight beneficiaries of Nvidia's strong report

Block, Inc.

Dorsey believes that within a year, that's what most companies will do

Jack Dorsey's payment company Block will cut half its staff because of AI. Shares soared

Paramount Skydance Corporation

Quotes of streaming service Netflix jumped 11% in extended trading on Thursday, February 26, after it became known that it <a href="https://www.advanced-television.com/2026/02/26/wbd-paramount-skydance-proposal-superior/">refused to</a> buy the assets of Warner Bros. Discovery (WBD), which it had been <a href="https://oninvest.com/article/sdelka-na-72-mlrd-netflix-pokupaet-cast-biznesa-warner-bros-discovery">vying </a>for since December. Earlier in the day, WBD's board of directors <a href="https://www.cnbc.com/2026/02/26/warner-bros-discovery-paramount-skydance-deal-superior-netflix.html">deemed</a> Paramount Skydance's new, improved offer more favorable, CNBC <a href="https://www.cnbc.com/2026/02/26/warner-bros-discovery-paramount-skydance-deal-superior-netflix.html">explains</a>.

Netflix has given up the fight for Warner Bros. Discovery. It decided not to raise the bid

PayPal Holdings, Inc.

Shares of Paypal jumped by almost 6% after the publication of Semafor, in which it <a href="https://www.semafor.com/article/02/26/2026/paypal-stripe-not-currently-in-talks">reported</a> that the fintech company is not negotiating its sale with industry giant Stripe or anyone else. By the close of trading, the quotes lost part of the growth and ended the day down 3.8%.

PayPal shares fell after a report that the company does not intend to sell the business

U.S. stocks fell in trading on Thursday, February 26: strong reports from technology giant Nvidia and software developer Salesforce failed to support the market, CNBC reported. Nvidia shares, despite results and a forecast that beat analysts' expectations, fell 5.5%, its worst one-day decline since April. This pulled the securities of other representatives of the sector.

Nvidia shares suffered their worst collapse since April and pulled most of the market with it

Swiss MBaer Merchant Bank may lose access to the U.S. financial system due to alleged ties to Iran and Russia, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-26/us-says-swiss-bank-mbaer-could-lose-access-to-financial-system?embedded-checkout=true">writes </a>. According <a href="https://home.treasury.gov/news/press-releases/sb0408">to the </a>U.S. Treasury Department, its financial crime unit FinCEN is working to approve a rule that would prohibit U.S. financial institutions from opening or maintaining correspondent accounts for or on behalf of MBaer.

US set to cut Swiss bank off from financial system for ties to Iran and Russian Federation

Snowflake Inc.

Datadog, Inc.

"Soft apocalypse", which deprived software developers in early February of almost $1 trillion in market capitalization and fueled by a viral report by Citrini Research on the threat of AI, is almost complete, according to Tom Lee, head of research company Fundstrat, <a href="https://www.marketwatch.com/story/why-strategist-tom-lee-believes-the-ai-bloodbath-and-crypto-selloff-is-almost-over-0ccdbb49?mod=home_lead">writes</a> MarketWatch. The portal calls Lee one of the most accurate forecasters on Wall Street: among other things, he advised buying stocks on the downturn during the pandemic and accurately predicted the 2023 bull market.

The soft apocalypse is 99% complete - an assessment from one of Wall Street's most accurate strategists

Advanced Micro Devices, Inc.

Thus the Chinese company gave a head start of several weeks to local chipmakers

DeepSeek hid the pre-release of its powerful new AI model from Nvidia and AMD - Reuters

Celsius Holdings, Inc.

Are energizers the new coffee? Beverage maker Celsius soars 17% after report

Salesforce, Inc.

Nvidia securities are also trading in the negative zone despite the strong report

Donald Trump