Group 1 - The technology stock trade has faced challenges in 2026, primarily due to fears surrounding artificial intelligence disruptions and a shift in investor interest towards lagging sectors [1] - The S&P 500 technology sector has declined by 3.5% year-to-date, marking its worst start since 2022 [1] - Software companies have been particularly affected, with the S&P 500 software and services index down 23% in 2026, the worst start on record for this group [1] Group 2 - Nvidia's upcoming quarterly report is seen as a critical test for the tech sector, as it is a key player in AI and its results could significantly impact the industry [1] - The semiconductor and hardware sectors have shown resilience, with gains of 7% and over 4% respectively in 2026, contrasting with the struggles of software companies [1] - The "Magnificent Seven" group of megacap stocks, including Nvidia, has had a mixed performance in 2026, with Nvidia being the best performer, up over 3%, while Microsoft has dropped nearly 20% [1] Group 3 - Despite the tech sector's struggles, it remains crucial for major benchmark indexes, holding a 33% weighting in the S&P 500, making it difficult for indexes to rise significantly without tech's support [1] - Other sectors such as materials and energy have performed well, with both climbing over 20% since the tech sector peaked in late October 2025 [1] - The overall market has remained relatively unchanged since late October, indicating that the tech sector's performance is pivotal for broader market movements [1]

Core Viewpoint - Microsoft Japan is under investigation by the Japan Fair Trade Commission for allegedly restricting customers of its Azure platform from utilizing competing cloud services [1]. Group 1: Investigation Details - The raid on Microsoft Japan's offices was conducted as part of the investigation into potential anti-monopoly law violations [1]. - Sources indicate that the investigation focuses on whether Microsoft Japan improperly limited customer choices regarding cloud service providers [1]. Group 2: Company Response - Microsoft Japan has not provided immediate comments regarding the investigation [1].

Skip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivBMW to recall nearly 59,000 vehicles in US over damaged wiring harness, NHTSA saysFebruary 25, 20268:26 AM UTCUpdated 5 mins agoBy ReutersThe BMW logo is seen during the 2016 New York International Auto Show in Manhattan, New York, March 24, 2016. REUTERS/Eduardo Munoz/File Photo Purchase Licensing Rights, opens new tabCompaniesBayerische Motoren Werke AGFeb 25 (Reuters) - BMW (BMWG.DE), opens n ...

Core Insights - The funding round for Wayve, led by venture capital firms Eclipse Capital, Balderton Capital, and a SoftBank Group fund, has increased its post-money valuation to $8.6 billion [1] Company Summary - Wayve has successfully raised funds from notable venture capital firms, indicating strong investor confidence in its business model and growth potential [1] - The involvement of major investors such as SoftBank Group suggests a strategic interest in Wayve's technology and market position [1]

Autonomous driving company Wayve has hit an $8.6 billion valuation after securing fresh funds from Nvidia, Microsoft and Uber.The $1.2 billion Series D round was led by Eclipse, Balderton and SoftBank Vision Fund 2 and also featured automakers Mercedes-Benz, Nissan and Stellantis.Uber will invest up to an additional $300 million in milestone-based capital."We are building for a total addressable market that spans every vehicle that moves," Alex Kendall, Wayve CEO, said in a statement."This investment accele ...

Up 4x and Corsair May Be the Biggest Beneficiary[David Beren | 9 minutes ago One of the biggest names in PC gaming, Corsair Gaming (NASDAQ:CRSR) sits around $5.40 as of February 23, down 20%…]## Why Nebius Group Is Drawing Both Bulls and Bears After Earnings[David Beren | Feb 14, 2026 at 8:02 AM EST Shares of Nebius Group (NASDAQ:NBIS) surged 14% in the past week, rebounding from a sharp 20% decline. Despite volatility, retail…]## Morgan Stanley Pounds the Table: Microsoft is the Most Under-Owned Stock[Eric ...

Microsoft on Tuesday unveiled a partnership with SpaceX’s Starlink to expand internet connectivity around the world – signaling its openness to working with Elon Musk’s companies despite the exec’s feud with OpenAI, with which Microsoft has a strategic partnership.The world’s richest person has been engaged in a heated legal battle with OpenAI co-founder Sam Altman – demanding $134 billion from both Microsoft and OpenAI and saying he deserves the “wrongful gains” reaped from his early support of the start-u ...

Microsoft's stock selloff is approaching a critical crossroads unseen in over 10 years - MarketWatch## Tech Stocks# Microsoft's stock selloff is approaching a critical crossroads unseen in over 10 years## Microsoft's stock is nearing its 200-week moving average, which has historically provided support for a comeback rallyPublished: Feb. 24, 2026 at 3:50 p.m. ETShareResizeShares of Microsoft are less than 3% above their 200-week moving average, which has provided key technical support in the past. Photo: AFP ...

Core Insights - Cursor announced updates to its AI coding agents to enhance competitiveness against rivals like Anthropic, OpenAI, and Microsoft [1] - The company's valuation has reached $29.3 billion, with annualized revenue surpassing $1 billion [2] Company Developments - Cursor's updated agents are designed to improve user capabilities and efficiency in coding tasks [2] - The agents can test their own changes and document their work through various formats such as videos, logs, and screenshots [4] - Users can access the agents via multiple platforms, including web, desktop app, mobile devices, Slack, and GitHub [4] Industry Trends - AI agents have gained significant popularity, particularly among software developers, due to advancements in model capabilities [3] - The ability of agents to run in parallel on cloud-based virtual machines allows for higher throughput, enabling users to manage multiple tasks simultaneously [5][6]

Core Insights - Microsoft is collaborating with SpaceX's Starlink to enhance global connectivity, particularly in Kenya, where they aim to connect 450 community hubs [1][2][3] - This partnership signifies Microsoft's willingness to work with Elon Musk's ventures despite ongoing legal disputes involving Musk and OpenAI [2][3] - Musk is pursuing a legal claim against OpenAI for approximately $134 billion, highlighting the financial stakes involved in the AI sector [3] Company Developments - SpaceX is reportedly merging with Musk's xAI startup, which has developed the Grok AI model and chatbot, indicating a strategic move to integrate AI capabilities [5] - Microsoft has previously integrated support for Grok models into its Foundry cloud software, showcasing a commitment to AI-infused applications [5] - Microsoft has set an ambitious goal to provide internet access to over 250 million people by the end of 2025 and has already extended coverage to over 299 million people [6]