Marcin Frąckiewicz

Meta Platforms opens WhatsApp to rival AI chatbots in Europe — but charges a fee
···

Meta Platforms opens WhatsApp to rival AI chatbots in Europe — but charges a fee

Meta will allow third-party AI chatbots to access WhatsApp’s Business API in Europe for 12 months, charging fees between €0.0490 and €0.1323 per message. EU antitrust regulators are considering interim measures over access restrictions. Rival developers say the pricing still blocks competition. Meta faces similar regulatory action in Italy and Brazil.
March 5, 2026
Needham hikes Lumentum target to $850 after Nvidia laser deal — what Wall Street is watching next
···

Needham hikes Lumentum target to $850 after Nvidia laser deal — what Wall Street is watching next

Needham raised its Lumentum price target to $850 from $550 after Nvidia committed to buy high-power lasers from 2027 to 2029. Lumentum shares fell 2% to $667.30 early Thursday. Nvidia invested $2 billion in Lumentum through preferred shares, pending antitrust review. CEO Michael Hurlston and CTO Matt Sysak will speak at OFC 2026 in Los Angeles this month.
March 5, 2026
Palantir’s Pentagon Maven AI tool caught in Anthropic Claude ban — what PLTR investors are watching
···

Palantir’s Pentagon Maven AI tool caught in Anthropic Claude ban — what PLTR investors are watching

Palantir Technologies is removing Anthropic’s Claude AI from its Pentagon-facing Maven Smart Systems after President Trump ordered a government-wide ban on Anthropic, sources said. Palantir may need months to rebuild software tied to Maven. Lockheed Martin said it would comply with the directive; General Dynamics and RTX declined to comment. Palantir shares rose 0.7% to $154.20, valuing the company at about $433 billion.
March 5, 2026
Apple’s $599 MacBook Neo is here — and it’s aimed at budget laptops
···

Apple’s $599 MacBook Neo is here — and it’s aimed at budget laptops

Apple introduced the $599 MacBook Neo, its lowest-priced Mac laptop in years, with deliveries starting March 11. The Neo ships with 8GB of unified memory amid a global memory-chip crunch and targets Chromebooks and low-end Windows PCs. Apple shares fell 1.3% to $259.20 after the announcement. The launch follows this week’s refresh of MacBook Air and Pro models with new M5-series chips.
March 5, 2026
Broadcom stock jumps as CEO flags $100 billion AI chip sales, buyback plan
···

Broadcom stock jumps as CEO flags $100 billion AI chip sales, buyback plan

Broadcom shares rose about 5% after CEO Hock Tan projected AI chip sales will top $100 billion in 2027. The company reported first-quarter revenue up 29% to $19.3 billion, with AI revenue doubling to $8.4 billion. Broadcom announced a $10 billion share repurchase program through 2026. Investors remain cautious about continued AI infrastructure spending amid supply constraints.
March 5, 2026
AST SpaceMobile (ASTS) stock jumps on Telus equity stake in Canada satellite-to-phone plan
···

AST SpaceMobile (ASTS) stock jumps on Telus equity stake in Canada satellite-to-phone plan

AST SpaceMobile shares rose 13% Wednesday after Telus announced it will take an equity stake and invest in ground infrastructure to support satellite-to-phone coverage in Canada. Telus plans to offer satellite-powered mobile services in remote areas by late 2026. AST also signed a partnership with AXIAN Telecom to launch direct-to-device service in Africa, pending regulatory approval. AST’s market value reached about $17.6 billion.
March 5, 2026
Robinhood stock jumps ahead of JFK “Take Flight” event as CFO previews $5.5 billion February inflows
···

Robinhood stock jumps ahead of JFK “Take Flight” event as CFO previews $5.5 billion February inflows

Robinhood shares jumped about 8% Wednesday ahead of its “Take Flight” product keynote in New York. CFO Shiv Verma said February net deposits topped $5.5 billion, with trading activity remaining strong. A surge in bitcoin to nearly $74,000 boosted crypto-linked stocks, including Robinhood and Coinbase. ARK Investment Management bought nearly 160,000 Robinhood shares on Tuesday.
March 5, 2026
Circle Internet Group stock jumps again as rates drive the USDC story
···

Circle Internet Group stock jumps again as rates drive the USDC story

Circle shares climbed 5.7% to $105.27 on Wednesday, marking a third consecutive gain. Mizuho raised its price target to $100, citing inflation risks and fewer expected rate cuts. Officer Hossein Razzaghi filed to sell up to 43,119 shares valued at $4.31 million, according to a Form 144. Circle’s rally followed better-than-expected fourth-quarter revenue and higher USDC circulation.
March 5, 2026
Oracle joins White House power pledge for AI data centers as Oracle earnings near
···

Oracle joins White House power pledge for AI data centers as Oracle earnings near

Oracle signed a White House pledge to cover power costs for new AI data centers, joining Google, Microsoft, and Amazon. The agreement aims to prevent rising household electricity bills as data-center construction accelerates. Oracle will report quarterly results on March 10, with investors focused on cloud spending. The pledge is voluntary and lacks enforcement provisions.
March 5, 2026
Fortnite’s back: Alphabet’s Google loosens Play Store billing and cuts Android fees
···

Fortnite’s back: Alphabet’s Google loosens Play Store billing and cuts Android fees

Google will allow Android app developers to use their own billing systems and reduce fees, following a settlement with Epic Games that could return Fortnite to the Play Store after five years. The agreement, filed in San Francisco federal court, awaits a judge’s approval with a hearing set for April 9. Google plans to lower its standard in-app purchase fee to 20% and subscription fee to 10%, phasing in changes through 2027.
March 5, 2026
Morgan Stanley layoffs: Wall Street bank cuts 2,500 jobs across all divisions
···

Morgan Stanley layoffs: Wall Street bank cuts 2,500 jobs across all divisions

Morgan Stanley has cut about 2,500 jobs across all divisions, roughly 3% of its workforce, according to the Wall Street Journal. The layoffs began last week and peaked Wednesday. The bank did not immediately comment, and Reuters could not independently verify the report. Roles affected include private bankers, back-office staff, and some mortgage-related positions.
March 5, 2026
Meta signs White House power pledge as AI data centers put U.S. electricity bills in focus
···

Meta signs White House power pledge as AI data centers put U.S. electricity bills in focus

Meta, Amazon, Google, Microsoft, OpenAI, Oracle, and xAI signed a White House pledge to cover new power and grid costs for data centers, aiming to prevent higher household electricity bills. The Trump administration announced the agreement as AI-driven data center expansion faces local opposition and scrutiny over energy use. Critics say the voluntary pledge may be difficult to enforce and may not address power supply delays.
March 4, 2026
1 … 103 104 105 106 107 … 171