Why IREN Limited Stock Is Falling After a $6 Billion Share-Sale Plan and Huge Nvidia GPU Order
IREN shares dropped 8.5% premarket Friday after announcing a $6 billion at-the-market share sale alongside a
Dow Futures Slip, Oil Jumps Before U.S. Jobs Report Caps Volatile Week
U.S. stock futures fell early Friday, with Dow E-minis down 0.27% and oil prices surging, as investors awaited the February jobs report. Brent crude rose 3.45% to $88.36 a barrel, on track
Barclays PLC’s £495 Million MFS Exposure Puts Private-Credit Risks Back in Focus
Barclays PLC is owed about £495 million after the collapse of mortgage lender Market Financial Solutions, down from an earlier estimate of
Trade Desk stock jumps on OpenAI ad-talks report as CEO snaps up $148 million stake
The Trade Desk shares rose 18% to $29.79 after reports OpenAI held early talks to use its platform for selling ads on
Caterpillar stock slides 3.6% as oil spike shakes industrial bellwethers
Caterpillar shares fell 3.6% to $706.08 on Thursday, hitting a low of $693.81 amid rising oil prices and market volatility tied to
ServiceNow stock jumps after new EmployeeWorks, Autonomous Workforce push into government AI
ServiceNow launched EmployeeWorks and an Autonomous Workforce suite for public sector clients, introducing its first Level 1 IT service desk AI specialist
Diageo shares sink again — but RBC calls the sell-off “overdone” and sticks with a £20 target
Diageo shares closed at £15.20 on Wednesday, down nearly 32% from their 52-week high, after cutting its 2026 sales outlook and halving its interim dividend under new CEO Dave Lewis. RBC maintained a Buy/Outperform rating with a 2,000p target, citing potential for sales and cost improvements despite recent investor concerns. The next trading update is scheduled for May 6.
Lloyds tipped as front-runner for Aegon UK business as bidders circle
Lloyds is leading the first round of bids for Aegon’s UK business, valued at £1–1.5 billion, according to Financial News. Phoenix Group
WiseTech Global share price leaps 7% — why ASX:WTC is back in play
WiseTech Global shares jumped 7.1% to A$47.57 on Thursday, leading gains among Australian tech stocks after announcing an AI-driven restructuring with about
FuboTV stock gets a fresh ‘Hold’ call: $3.33 target, insider sale and a looming reverse split
Analysts maintained a “Hold” rating on fuboTV with a $3.33 average price target, MarketBeat reported Monday. Shares traded near $1.20 Tuesday, close
IQE share price slides after hitting 52-week high as takeover-code filings stack up
IQE shares dropped 6.8% to 23.85p in London after hitting a 12-month high of 29.5p earlier Tuesday. The stock remains in a
Klaviyo insider sale: Co-CEO sells $3.7 million in shares as buyback plan takes shape
Klaviyo co-CEO Andrew Bialecki sold 200,000 shares for about $3.73 million on March 3, a securities filing showed. The sale came days after Klaviyo’s board approved a $500 million share buyback program. Shares rose 8.4% to $21.18 in early trading Friday. Chief legal officer Edmond Landon also sold 15,093 shares on March 5.
Why SailPoint Stock Is Jumping Before Earnings as Wall Street Eyes Identity-Security Demand
SailPoint shares jumped 9.7% to $15.28 Friday, ahead of its March 18 earnings report. The stock remains below its $23 reopening price from its 2025 market return. Rival Okta this week warned of slowing growth, while analysts remain mixed on SailPoint amid competition and recent product integrations. SailPoint reported $1.04 billion in annual recurring revenue last quarter, up 28% year over year.
Wix.com Kicks Off $1.75 Billion Tender Offer as AI Bet Meets Margin Questions
Wix.com launched a $1.75 billion tender offer Thursday, offering shareholders $80 to $92 per share in cash. The stock closed up 10.9% at $92.94. The offer expires April 1 and is part of a $2 billion buyback program. Wix also disclosed a private placement led by Durable Capital Partners that could raise up to $250 million.
Booking shares jump after OpenAI checkout rethink, but AI pricing questions pile up
Booking Holdings shares climbed about 8% Thursday after a report said OpenAI is scaling back direct bookings in ChatGPT, easing concerns for online travel agencies. U.S. House investigators also asked Booking.com and others to explain if they use AI for individualized pricing. Expedia rose over 12%, while Tripadvisor gained about 5%. Booking.com cited a Dutch court ruling supporting its stance in a European hotel dispute.
Credo Technology stock jumps as Broadcom backs copper over optical links in AI data centers
Credo Technology shares surged 11.9% to $114.74 after Broadcom said AI-chip customers would likely keep using direct-attached copper inside data center racks. Credo’s fiscal Q3 revenue jumped 201.5% to $407 million. Lumentum and Coherent shares fell after earlier gains from Nvidia’s $2 billion investments. Broadcom projected over $100 billion in AI chip revenue for 2027.
Venture Global seeks U.S. approval for 35 mtpa Plaquemines LNG exports after Qatar halt tightens market
Venture Global has asked the U.S. Department of Energy to raise Plaquemines LNG plant’s export cap to 35 million metric tons per year, up from 27.2 mtpa. The request follows Qatar’s abrupt production halt, which tightened global LNG supply. Venture Global shipped 16.4 million metric tons from Plaquemines in 2025 and expects up to 371 cargoes in 2026. Legal disputes with BP and Shell remain unresolved.
Rigetti Computing Stock Falls After Revenue Miss as Quantum Roadmap Faces Fresh Scrutiny
Rigetti Computing shares dropped 4.4% in premarket trading after reporting fourth-quarter revenue of $1.9 million, down from $2.3 million a year earlier, and a wider operating loss of $22.6 million. The company said 90.2% of 2025 sales came from government entities and warned that delays in public-sector contracts could impact results.
Netflix Buys Ben Affleck’s AI Startup InterPositive as Hollywood’s AI Race Accelerates
Netflix has acquired InterPositive, a film-tech startup founded by Ben Affleck that builds AI tools for movie production. Affleck will join Netflix as a senior advisor; financial terms were not disclosed. The deal follows Netflix’s decision to drop its bid for Warner Bros Discovery. InterPositive’s software targets post-production fixes, not synthetic actors, according to Affleck.
Why IREN Limited Stock Is Falling After a $6 Billion Share-Sale Plan and Huge Nvidia GPU Order
IREN shares dropped 8.5% premarket Friday after announcing a $6 billion at-the-market share sale alongside a purchase of over 50,000 Nvidia B300 GPUs. The company plans to install the chips in Canada and Texas by late 2026, boosting its GPU fleet to 150,000. IREN expects the expansion to support $3.7 billion in annualized run-rate revenue. The new share sale replaces a previous $1 billion facility that is now fully used.
Nokia Oyj annual report flags €2.4 billion AI orders as FMR stake crosses 5%
Nokia reported 2025 net sales up 3% and a comparable operating profit of about 2.0 billion euros, driven by over 2.4 billion euros in AI and cloud orders. The company filed its annual report and U.S. Form 20-F on Thursday. Nokia is targeting 2026 comparable operating profit of 2.0–2.5 billion euros. The board seeks approval to distribute up to 0.14 euro per share for 2025.
Broadcom stock rises after Q1 earnings, $100 billion AI chip target and OpenAI plan
Broadcom forecast $22 billion in current-quarter revenue and reported first-quarter revenue up 29% to $19.31 billion, driven by a 106% jump in AI semiconductor sales to $8.4 billion. Shares rose 4.8% after the company projected over $100 billion in AI chip sales for 2027 and announced a $10 billion stock buyback. Infrastructure software revenue grew just 1% to $6.8 billion.
Amazon Launches Connect Health, Pushing AWS Deeper Into Healthcare AI
Amazon Web Services launched Amazon Connect Health, an AI service for healthcare administration, on Thursday. The tool integrates with Epic electronic health records to verify patients, schedule visits, and generate billing codes. Patient verification and ambient documentation are available now; other features remain in preview. AWS says UC San Diego Health cut call abandonment by 30% using the system.
Opendoor Technologies’ 4.99% Mortgage Bet Puts Turnaround Under Fresh Pressure
Opendoor Technologies is piloting 4.99% 30-year fixed mortgages for buyers of its own homes, nearly a full point below the U.S. average, as it resumes direct lending. The offer, announced by CEO Kaz Nejatian, comes with no points and limited availability. Shares dropped 7% after the news but later rebounded. Analysts warn the discount could pressure Opendoor’s margins and balance sheet.
Palantir’s Pentagon AI platform scrambles after Anthropic gets ‘supply-chain risk’ label
The Pentagon has barred military contractors from using Anthropic technology, citing “supply-chain risk,” sources told Reuters. Palantir’s Maven Smart Systems, which supports military intelligence and targeting, uses Anthropic’s Claude code. Palantir stock was little changed Friday. Anthropic said it will challenge the designation in court.
Dow Futures Slip, Oil Jumps Before U.S. Jobs Report Caps Volatile Week
U.S. stock futures fell early Friday, with Dow E-minis down 0.27% and oil prices surging, as investors awaited the February jobs report. Brent crude rose 3.45% to $88.36 a barrel, on track for its strongest weekly gain since 2020. Economists expect nonfarm payrolls to rise by 59,000. Airline shares slipped in premarket trading, while Occidental Petroleum gained.
Plug Power Inc Rings Nasdaq Bell, but New CEO Still Faces a Cash-Burn Test
Plug Power will ring Nasdaq’s closing bell Friday as new CEO Jose Luis Crespo marks his first week and highlights 2025 results. The company posted a $1.69 billion net loss for 2025 despite 12.9% revenue growth to $710 million and a positive fourth-quarter gross margin. Shares traded at $2.29 premarket, down 19 cents. Plug ended 2025 with $368.5 million in cash and plans asset sales to fund operations.
Ford’s new 1.74 million-vehicle recall: Bronco and Edge hit by rearview camera blackout risk
Ford is recalling 1.74 million U.S. vehicles after NHTSA found a rearview camera defect that can cut off the image, affecting Bronco and Edge models. A separate issue can flip or invert images on other vehicles, including the Escape and Lincoln Corsair. The recall follows a separate Ford action a day earlier over wiper-motor failures. No fix for the camera issue was detailed in NHTSA’s statement.
Intel under fire: US senators question chip-tool tests tied to China-linked ACM Research
U.S. senators pressed Intel CEO Lip-Bu Tan for details on tests of ACM Research chipmaking tools, citing national security concerns. Intel said ACM tools are not used in its production processes and that it complies with U.S. law. Lawmakers asked Intel to confirm by March 20 it would not use equipment from firms with Entity-Listed affiliates without government approval. ACM Research did not immediately comment.
Tenaya Therapeutics Stock Jumps After $1.13 Billion Alnylam Heart-Disease Deal
Tenaya Therapeutics and Alnylam Pharmaceuticals signed a cardiovascular drug target-discovery deal worth up to $1.13 billion, with Tenaya receiving up to $10 million upfront and research reimbursement. Tenaya shares jumped 40.9% to $0.8193 after the March 5 announcement. Alnylam will handle later-stage development and commercialization. Most of the payout depends on future milestones.
Nvidia halts China H200 chip output as U.S. weighs tougher AI export rules
Nvidia has halted production of its H200 AI chips for China and shifted capacity to its next-generation Vera Rubin platform, the Financial Times reported. The move comes as U.S. officials weigh tighter export controls on AI chips. Nvidia recently disclosed it received licenses to ship only small amounts of H200 chips to China. TSMC declined to comment; Nvidia did not respond to requests for comment.
GoDaddy Stock Jumps 5% as Investors Reassess AI Push After Weak 2026 Forecast
GoDaddy shares rose 5.04% to $93.13 Thursday after reporting 2025 revenue of $4.95 billion, up 8.3%, and free cash flow of $1.61 billion, up 19%. The company highlighted growth in its AI platform Airo.ai and launched new security tools ahead of SSL rule changes. Analysts at Barclays and Wells Fargo cut price targets after GoDaddy’s 2026 revenue forecast missed expectations.
Expedia Group Stock Jumps as OpenAI Backs Off ChatGPT Bookings, but AI Pricing Probe Adds Risk
Expedia shares jumped over 12% Thursday after reports that OpenAI is scaling back plans for direct bookings in ChatGPT. Booking Holdings rose 8% and Tripadvisor 5%. Expedia’s market value reached $26.4 billion by Friday. The company told Congress it does not raise prices based on user data after questions about surveillance pricing.
Trio Petroleum resets its stock-sale program after rapid drawdown, keeps $4 million available
Trio Petroleum said $4 million in stock remains available for sale under its at-the-market program after amending its prospectus. The company has sold about $13.38 million of shares through the facility in the past year. Trio shares closed at $1.59 on Thursday, up 87% after a sharp drop the previous session. Public float was $52.1 million as of March 5.
Sable Offshore Corp shares jump as Trump weighs emergency powers for stalled California oil restart
The Trump administration may invoke emergency powers to help Sable Offshore Corp bypass California permitting delays, Interior Secretary Doug Burgum said Thursday. Sable’s oil remains stored at Las Flores Canyon, blocked by a court injunction and lacking pipeline or tanker access. Shares jumped 37.3% after the news. No Defense Production Act order has been issued, and legal challenges continue.
Teva CEO’s $14.3 Million Tax-Linked Share Sale Lands as Piper Turns More Bullish
Teva CEO Richard Francis sold 442,935 shares for about $14.3 million to cover tax withholding on vested stock awards, a U.S. filing showed. Piper Sandler raised its price target on Teva to $41 after meeting management and kept an overweight rating. Teva is seeking to offset over $1 billion in expected 2026 generic Revlimid sales erosion with branded drugs and a Blackstone-backed bowel disease program.