Konrad Wysocki

Bitmine Immersion (BMNR) swings higher as its giant Ethereum stash keeps traders locked in
···

Bitmine Immersion (BMNR) swings higher as its giant Ethereum stash keeps traders locked in

Bitmine Immersion Technologies shares rose 7.9% to $21.12 on Wednesday, then slipped 0.14% in premarket trade Thursday. The company reported holding 4.47 million ether, $868 million in cash, and over 3 million ether staked as of March 1. Chairman Tom Lee said he expects a rebound in March and is “not worried” about ethereum. Bitmine claims the world’s largest corporate ether treasury.
March 5, 2026
Netflix plugs Amazon and Yahoo data into its ad tier — and rolls out a new measurement tool
···

Netflix plugs Amazon and Yahoo data into its ad tier — and rolls out a new measurement tool

Netflix will introduce new ad-targeting options through Amazon DSP and Yahoo DSP in the U.S. starting in the second quarter. The company is also launching a Conversion API to help advertisers track campaign results. Netflix expects its ad business to nearly double this year, according to CFO Spencer Neumann. Shares rose about 1% to $98.66 in premarket trading Thursday.
March 5, 2026
Kenvue insiders just disclosed a fresh wave of stock awards — here’s what the filings show
···

Kenvue insiders just disclosed a fresh wave of stock awards — here’s what the filings show

Kenvue executives disclosed new restricted stock unit grants in SEC filings, including 127,051 units for its North America chief and 122,286 for its general counsel, vesting from 2027 to 2029. The awards come as Kenvue moves toward a planned takeover by Kimberly-Clark, set to close in late 2026. Kenvue shares closed at $18.19 on March 4. The company faces ongoing Tylenol litigation in Texas.
March 5, 2026
Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild
···

Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild

Palantir must remove Anthropic’s Claude AI from its Maven Smart Systems after a Trump administration order halted contractor work with Anthropic. The overhaul could take months and affects U.S. defense contracts worth over $1 billion. Lockheed Martin and other contractors face similar pressure as Washington considers labeling Anthropic a supply-chain risk. Palantir, the Pentagon, and Anthropic declined to comment.
March 5, 2026
MARA Bitcoin sell-off rumor flares as exec pushes back and filing widens sales options
···

MARA Bitcoin sell-off rumor flares as exec pushes back and filing widens sales options

MARA Holdings denied online rumors it plans to sell most of its bitcoin after its 2026 annual filing expanded its ability to sell coins on its balance sheet. The company reported holding 53,822 bitcoin as of Dec. 31, 2025, with 5,938 pledged as collateral. Shares dipped 0.3% in premarket trading to $9.29. MARA posted 2025 revenue of $907.1 million and a net loss of $1.31 billion.
March 5, 2026
Intel’s 18A rethink: why CEO Lip-Bu Tan may sell the tech outside after all
···

Intel’s 18A rethink: why CEO Lip-Bu Tan may sell the tech outside after all

Intel CEO Lip-Bu Tan is reconsidering offering the company’s 18A chipmaking process to outside customers, CFO David Zinsner said Wednesday. The move marks a shift from Intel’s previous strategy to reserve 18A for internal use. Intel shares rose about 6% following the remarks. The comments come days after Intel announced board chair Frank Yeary will retire in 2026, to be succeeded by Craig H. Barratt.
March 5, 2026
Plug Power stock jumps again as new CEO Crespo steps in and targets 2026 EBITDA
···

Plug Power stock jumps again as new CEO Crespo steps in and targets 2026 EBITDA

Plug Power shares surged 11.2% to $2.48 on Wednesday, capping a three-day rally after naming Jose Luis Crespo as CEO and reporting improved margins. Trading volume reached 129 million shares, well above average. The company posted a fourth-quarter gross profit of $5.5 million and swung to a 2.4% gross margin. Analysts remain divided on the stock’s outlook as Plug plans asset sales and aims for positive EBITDAS by end-2026.
March 5, 2026
JD.com earnings miss: China e-commerce giant slips to Q4 loss as price war bites
···

JD.com earnings miss: China e-commerce giant slips to Q4 loss as price war bites

JD.com reported fourth-quarter revenue of 352.3 billion yuan ($51.12 billion), up 1.5% but below analyst expectations, and posted a net loss of 2.7 billion yuan versus a 9.9 billion yuan profit a year earlier. Service revenue rose 20.1% while product revenue fell 2.8%. The board approved an annual cash dividend and reaffirmed its share repurchase plan. Marketing expenses jumped 50.6% as the company invested in new initiatives.
March 5, 2026
Affirm shares climb after Stripe adds its buy-now-pay-later option to AI checkout tokens
···

Affirm shares climb after Stripe adds its buy-now-pay-later option to AI checkout tokens

Affirm said it will support Stripe’s Shared Payment Tokens, allowing AI shopping agents to offer Affirm’s pay-over-time plans at checkout. Stripe said the system lets agents initiate payments with shopper permission without exposing sensitive credentials. Affirm shares rose about 6% in premarket U.S. trading. The feature will roll out to Stripe’s direct merchants first, then more broadly later this year.
March 5, 2026
Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin
···

Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin

Nvidia has halted production of H200 AI chips for China and shifted some TSMC capacity to its next-generation Vera Rubin hardware, the Financial Times reported Thursday. The move comes ahead of Nvidia’s GTC conference in San Jose later this month. Nvidia and TSMC did not immediately comment. U.S. export controls continue to limit Nvidia’s China sales despite recent license approvals.
March 5, 2026
Alibaba puts CEO Eddie Wu in charge of new AI task force after Qwen chief quits
···

Alibaba puts CEO Eddie Wu in charge of new AI task force after Qwen chief quits

Alibaba will form a new task force to accelerate foundation model development after Lin Junyang, head of its Qwen AI division, resigned this week. CEO Eddie Wu, CTO Wu Zeming, and Alibaba Cloud CTO Zhou Jingren will coordinate the group. Qwen’s mobile app reached 203 million monthly active users in February, ranking third globally. Alibaba has released over 400 open-source Qwen models since 2023.
March 5, 2026
AST SpaceMobile stock jumps as Telus takes stake — Canada deal and Africa push in focus
···

AST SpaceMobile stock jumps as Telus takes stake — Canada deal and Africa push in focus

AST SpaceMobile shares jumped 13% to $104.89 after Telus agreed to invest and partner on satellite-powered mobile service in Canada, targeting a late 2026 launch. AXIAN Telecom also signed to deploy AST’s network in Africa, pending approvals. Taiwan Mobile and France’s Orange announced separate collaborations with AST for direct-to-device satellite services. About 20.8 million AST shares traded Wednesday.
March 5, 2026
Arista Networks stock jumps 8% as CEO talks $10B revenue year and flags chip crunch
···

Arista Networks stock jumps 8% as CEO talks $10B revenue year and flags chip crunch

Arista Networks shares jumped 8.2% Wednesday, closing at $134.83, and rose about 1% in early Thursday trading. CEO Jayshree Ullal told a Morgan Stanley conference the company expects to surpass $10 billion in revenue this year, citing a $105 billion market opportunity. Executives warned memory-chip shortages could persist for up to two years. Nvidia was described as both a partner and a competitor in AI networking.
March 5, 2026
1 … 3 4 5 6 7 … 26