Marcin Frąckiewicz

Why Lumentum stock jumped after Nvidia’s $2 billion optics investment — and what comes next
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Why Lumentum stock jumped after Nvidia’s $2 billion optics investment — and what comes next

Lumentum shares surged 11.8% to $783.25 in after-hours trading after Nvidia disclosed a $2 billion investment via convertible preferred stock. The deal includes a multi-year optics partnership aimed at advancing AI infrastructure. Traders await further details on capacity expansion and disclosures before an industry optics conference later this month. Coherent shares also rose after a similar Nvidia investment.
March 3, 2026
AST SpaceMobile stock jumps after Q4 revenue spike as Orange signs up for satellite-to-phone tests
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AST SpaceMobile stock jumps after Q4 revenue spike as Orange signs up for satellite-to-phone tests

AST SpaceMobile reported fourth-quarter revenue of $54.3 million, up from $1.9 million a year earlier, but posted a wider loss per share at 26 cents. Shares rose about 10% after the company disclosed over $3.9 billion in cash and liquidity. Orange and Vodafone announced new deals to add satellite connectivity to mobile networks in Europe and Africa. Investors remain focused on launch schedules and conversion of operator agreements into paid services.
March 3, 2026
Broadcom stock price: AVGO wobbles after-hours as earnings loom and VMware telco push lands
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Broadcom stock price: AVGO wobbles after-hours as earnings loom and VMware telco push lands

Broadcom shares fell 0.3% after hours Monday to $318.82 ahead of fiscal Q1 results due March 4. RBC Capital Markets cut its price target to $340, citing strong AI hardware demand but kept a “Sector Perform” rating. Broadcom launched VMware Telco Cloud Platform 9 at Mobile World Congress, promising lower costs and power use for telecom operators. Investors are watching for signs of steady AI demand and margin clarity.
March 2, 2026
Netflix stock edges up after-hours as JPMorgan upgrade shifts focus back to buybacks
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Netflix stock edges up after-hours as JPMorgan upgrade shifts focus back to buybacks

Netflix shares rose 0.9% to $97.09 in after-hours trading Monday after JPMorgan upgraded the stock to “overweight” with a $120 target. The move follows news that Netflix will receive a $2.8 billion breakup fee from a failed Paramount-Warner streaming merger. Investors await CFO Spence Neumann’s remarks at a Morgan Stanley conference Wednesday. Netflix’s next earnings report is set for April 16.
March 2, 2026
Alphabet (GOOG) stock drops as war jitters and AI nerves hang over the next session
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Alphabet (GOOG) stock drops as war jitters and AI nerves hang over the next session

Alphabet Class C shares fell 1.6% to $306.36 in after-hours trading Monday, underperforming some tech peers. The drop followed renewed investor concerns over Middle East conflict and uncertainty about AI spending returns. Alphabet’s board declared a $0.21 per share dividend, payable March 16. Key U.S. jobs and inflation data are due March 6 and March 11, ahead of the Fed’s policy meeting.
March 2, 2026
Amazon stock slips after-hours as AWS outage hits UAE and a $21 billion Spain buildout sharpens focus on spending
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Amazon stock slips after-hours as AWS outage hits UAE and a $21 billion Spain buildout sharpens focus on spending

Amazon shares fell 0.8% after AWS reported power and connectivity outages in the UAE and Bahrain following unidentified objects striking a data center. The disruption affected cloud services and banking platforms in the region. Amazon also announced a €21 billion investment to expand data centers in Spain. In India, Amazon will drop referral fees for products under 1,000 rupees and cut some shipping charges.
March 2, 2026
Micron stock holds near $413 after UBS lifts target — what investors watch into March 18
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Micron stock holds near $413 after UBS lifts target — what investors watch into March 18

Micron Technology shares closed up 0.1% at $412.65 after UBS raised its price target to $475, citing tight chip supply and stronger pricing in DRAM and NAND. Goldman Sachs maintained a Neutral rating and a $360 target, highlighting uncertainty over memory undersupply and AI demand. Morgan Stanley shifted its top semiconductor pick to Nvidia. Micron reports fiscal Q2 results March 18.
March 2, 2026
Microsoft stock price ends higher at $398 as dip-buyers return; MSFT investors eye March jobs report
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Microsoft stock price ends higher at $398 as dip-buyers return; MSFT investors eye March jobs report

Microsoft shares rose 1.4% to $398.30 Monday, outperforming a flat S&P 500 as U.S. crude jumped 6% after U.S.-Israeli strikes on Iran. Oil’s surge revived inflation concerns and rate speculation. Investors shifted focus to March 6 U.S. payrolls data and further moves in crude. Microsoft’s Middle East investments and AI growth remained in focus.
March 2, 2026
Lam Research stock falls late Monday as oil shock keeps chip names on edge
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Lam Research stock falls late Monday as oil shock keeps chip names on edge

Lam Research shares fell 1.4% to $230.66 in late Monday trading, underperforming the semiconductor sector as oil prices surged on Middle East conflict. Investors are eyeing CFO Doug Bettinger’s appearance at a Morgan Stanley conference Tuesday and a March 4 dividend record date. The iShares Semiconductor ETF slipped 0.2%. Lam’s COO transition takes effect March 6.
March 2, 2026
UnitedHealth (UNH) stock price holds near $294 as Medicare regulator targets rival Elevance
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UnitedHealth (UNH) stock price holds near $294 as Medicare regulator targets rival Elevance

UnitedHealth shares edged up 0.2% to $293.71 Monday as the company disclosed new Medicare Advantage audit risks in its annual report. The SEC filing said some local plans face risk adjustment data validation audits, which can lead to payment clawbacks or fines. UnitedHealthcare served about 8.4 million Medicare Advantage members as of Dec. 31, 2025. Elevance shares dropped 9% after CMS moved to suspend enrollment in some plans.
March 2, 2026
Johnson & Johnson stock drifts lower as FDA flags fresh Impella heart-pump recalls
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Johnson & Johnson stock drifts lower as FDA flags fresh Impella heart-pump recalls

Johnson & Johnson shares fell 0.2% to $247.98 Monday after the FDA finalized three Class I recalls for certain Impella RP heart pumps linked to 22 injuries. The recalls cite sensor drift causing inaccurate readings but no deaths. Separately, a court in New Jersey will address J&J’s effort to disqualify a plaintiffs’ firm from ongoing talc litigation on Tuesday.
March 2, 2026
XRP Price Hit by $358 Million Liquidation Wave as Middle East Conflict Rattles Crypto
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XRP Price Hit by $358 Million Liquidation Wave as Middle East Conflict Rattles Crypto

About $358 million in leveraged crypto positions were liquidated in the past 24 hours, with XRP dropping from $1.40 to $1.34 before rebounding near $1.35, according to CoinGlass. Analysts cited widening U.S.-Israeli strikes on Iran, surging oil prices, and rate-cut bets as key drivers. XRP trading volume fell 36% to $2.72 billion. Bitcoin rose 4.6% to $68,706 as global stocks wobbled.
March 2, 2026
IREN (NASDAQ: IREN) stock barely moves as bitcoin jumps; what to watch next
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IREN (NASDAQ: IREN) stock barely moves as bitcoin jumps; what to watch next

IREN slipped 0.3% to $40.85 in Monday afternoon trading, lagging a 4.5% jump in bitcoin and a 7.7% gain in Marathon Digital. The stock traded between $40.51 and $41.19 after opening lower. No new company news emerged, with the last update on Feb. 5 detailing a shift toward AI cloud services. Investors await Friday’s U.S. jobs report for the next market catalyst.
March 2, 2026
Oil jumps, gas surges after Iran strikes shut Qatar LNG as Hormuz shipping stalls
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Oil jumps, gas surges after Iran strikes shut Qatar LNG as Hormuz shipping stalls

Qatar halted LNG production after Iranian drone strikes hit Ras Laffan and Mesaieed, threatening about 20% of global LNG supply. Brent crude spiked above $82 a barrel, and Europe’s gas benchmark jumped over 40%. Marine insurers withdrew war-risk cover, leaving around 150 ships stranded near the Strait of Hormuz. Maersk suspended transits through Hormuz and the Suez Canal.
March 2, 2026
VIX Hits a Three-Month High as Iran Strikes Roil Wall Street and Oil Prices
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VIX Hits a Three-Month High as Iran Strikes Roil Wall Street and Oil Prices

The Cboe Volatility Index rose to 21.31 on Monday, hitting a three-month high after U.S. and Israeli strikes on Iran triggered a surge in oil prices and disruptions in Middle East energy flows. Brent crude jumped as much as 13% to $82.37 a barrel before easing. The S&P 500 was flat in late morning trading, while gold and the dollar gained as investors sought safety.
March 2, 2026
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