Stocks

On February 27, 2026, Amazon.com, Inc. said it would invest $50 billion in OpenAI as part of the AI firm's $110 billion private funding round, valuing OpenAI at $730 billion pre-money. The multi-year arrangement also designates Amazon Web Services as OpenAI's exclusive third-party cloud provider and expands OpenAI's AWS usage by $100 billion over eight years. Amazon shares traded around $208.21 with a modest intraday gain and a market cap near $2.218 trillion following the announcement.

On February 27, 2026, Moderna's stock fluctuated as the European Medicines Agency's CHMP issued a positive opinion for mCOMBRIAX, its combination influenza and COVID-19 vaccine for adults 50 and older. The shares initially spiked but then traded at $51.06, down 1.27% in early U.S. trading, even as Phase 3 data supported the recommendation and analysts remained divided on the company's outlook.

MARA Holdings said it booked a $1.71 billion net loss in Q4 2025 and a 6% revenue drop to $202.3 million as Bitcoin weakness drove a $1.5 billion revaluation. Shares rose about 12% pre-market while the firm outlined an AI and high-performance computing pivot, including a joint venture targeting over 1 gigawatt of IT capacity.

U.S. margin balances reached $1.279 trillion in Jan‑2026, a $53.445 billion increase from Dec‑2025, underscoring the leverage behind Bitcoin's advance. The U.S. Treasury's Feb. 4 guidance outlined up to $38B in liquidity buybacks and $75B for cash management, shaping collateral conditions as recession‑leaning indicators and policy timing keep risk correlations elevated.

Bitcoin fell about 3.3% within four hours on February 27, sliding from $68,000 to $65,770 after failing to reclaim $70,000 during the rebound that began on February 24. The $64,000 area is flagged as pivotal support, and a breach is seen as risking deeper losses and potential spillovers to U.S. equities.

Block shares rose more than 20% in premarket trading after CEO Jack Dorsey told employees the company will eliminate over 4,000 roles and reorganize around an AI-era operating model. The company's 8-K outlines a reduction of more than 40% to just under 6,000 employees from 10,205 as of Dec. 31, 2025, with $450 million to $500 million in charges and completion by the end of Q2 FY2026.

Robinhood (HOOD) shares rise 2.5% on Robinhood Chain testnet momentum. Explore tokenized asset drivers, technical outlook, and 2026 potential.

Circle's stock jumped almost 50% in under two sessions after the USDC issuer reported stronger-than-expected fourth-quarter earnings and revenue. The rally triggered an estimated $500 million in losses for short sellers and followed a prior 80% drawdown, but analysts said the move was driven mainly by crowded bearish positioning rather than a fundamental turnaround.

Accenture Plc (ACN) snapped a three-day losing streak on February 26, 2026, with shares surging 8.29% to close at $207.38. The rally follows a strategic partnership with French AI powerhouse Mistral AI, signaling a shift in investor appetite toward software and consulting victims of the hardware-led AI rally.

MARA Holdings reported a fourth-quarter net loss of $1.7 billion, driven by a $1.5 billion fair-value hit as bitcoin fell around 30%, while revenue declined 6% to $202.3 million. The company also announced a joint venture with Starwood Capital Group to build AI-focused data centers, and its shares rose more than 15% on Thursday.