Marcin Frąckiewicz

Alphabet Stock Today: GOOG Cuts Google Play Fees as Epic Deal Rewrites Android Rules
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Alphabet Stock Today: GOOG Cuts Google Play Fees as Epic Deal Rewrites Android Rules

Google will cut Play Store fees, expand billing options, and ease access for rival app stores under a new policy resolving its global dispute with Epic Games. Developers can use their own billing or direct users to external sites, with new fees starting at 20% for new installs and 10% for subscriptions. The changes roll out by June 30 in the U.S., U.K., and EEA, and globally by September 2027. Alphabet shares fell 0.8% to $300.91.
March 5, 2026
Microsoft Lands Codelco AI Mining Deal as Investors Demand Payoff From Big AI Spend
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Microsoft Lands Codelco AI Mining Deal as Investors Demand Payoff From Big AI Spend

Microsoft signed an 18-month agreement with Chile’s Codelco to test AI, analytics, automation, and digital security in mining operations. The deal comes as Microsoft faces scrutiny over AI’s power demands and rising infrastructure costs. Codelco aims to boost productivity amid declining ore grades and project delays. Microsoft’s shares fell 10% after January results despite heavy AI investment.
March 5, 2026
Tesla’s UK sales drop 37% as BYD gains ground, putting March in focus
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Tesla’s UK sales drop 37% as BYD gains ground, putting March in focus

Tesla’s UK car registrations fell 37% in February to 2,422 vehicles, while rival BYD’s registrations jumped 83%, industry data showed. The broader UK market rose 7.2% to 90,100 new cars, with battery-electric vehicles up 2.8% but losing market share for a second month. Another tracker put Tesla’s drop at 45.2%. Tesla’s EU carbon-credit pool will not include Stellantis or Toyota in 2026, filings showed.
March 5, 2026
Amazon debuts ‘agentic AI’ healthcare tool to cut clinic call times and paperwork
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Amazon debuts ‘agentic AI’ healthcare tool to cut clinic call times and paperwork

Amazon Web Services on Thursday launched Amazon Connect Health, an AI platform that automates tasks like appointment scheduling and billing by integrating with electronic health records. Patient verification and ambient documentation are available now; other features are in preview. Early use at UC San Diego Health cut call abandonment by up to 60%. AWS said clinicians must review all AI-generated outputs.
March 5, 2026
Palo Alto Networks widens industrial 5G security push with Siemens as AI factory build-out grows
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Palo Alto Networks widens industrial 5G security push with Siemens as AI factory build-out grows

Palo Alto Networks and Siemens launched a cybersecurity package for private 5G factory networks on Wednesday. Palo Alto shares rose $4.68 in U.S. trading Thursday. The package combines Siemens’ 5G gear and monitoring software with Palo Alto’s firewall, meeting IEC 62443 standards without affecting production latency. Palo Alto recently closed its $25 billion CyberArk deal and cut its fiscal 2026 profit forecast due to acquisition costs.
March 5, 2026
AST SpaceMobile (ASTS) lands TELUS equity deal for Canada satellite-to-phone service, adds Africa’s Axian
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AST SpaceMobile (ASTS) lands TELUS equity deal for Canada satellite-to-phone service, adds Africa’s Axian

AST SpaceMobile and TELUS signed a deal to launch satellite-powered texting, voice, and data in remote Canada by late 2026, with TELUS investing in ground infrastructure and taking an equity stake. AST also partnered with Axian Telecom for direct-to-device mobile broadband in Africa, pending approvals. Financial terms were not disclosed. AST shares fell about 12% to $92.72 in New York trading.
March 5, 2026
Shopify rolls out POS Hub and faster checkout tools as SHOP shares climb
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Shopify rolls out POS Hub and faster checkout tools as SHOP shares climb

Shopify unveiled a redesigned POS system and new POS Hub hardware for in-store checkouts, adding inventory transfer reports and stricter staff access to customer data. Shares rose about 3% in New York on Thursday, after a 6% jump in Toronto on Wednesday. The POS Hub connects tablets to checkout hardware via USB, replacing Bluetooth. Updates follow Shopify’s recent upbeat revenue outlook and $2 billion buyback plan.
March 5, 2026
Exxon Mobil’s rare Australia gasoline shipment shows how the Strait of Hormuz shock is rewriting fuel trade
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Exxon Mobil’s rare Australia gasoline shipment shows how the Strait of Hormuz shock is rewriting fuel trade

Exxon Mobil has booked two tankers to ship about 600,000 barrels of gasoline from Houston to Australia in mid-March, sources said, marking a rare U.S. Gulf-to-Australia cargo. The move follows disruptions in the Strait of Hormuz that have stalled oil and LNG shipments, driving up Brent crude by 5% to $85.49 a barrel and pushing Singapore refining margins to nearly $30. Hundreds of tankers remain stranded off Gulf producers.
March 5, 2026
Western Digital flags hyperscaler orders through 2028 as AI video tests storage supply
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Western Digital flags hyperscaler orders through 2028 as AI video tests storage supply

Western Digital CEO Irving Tan said some major cloud customers have placed hard drive orders through 2028, citing surging demand from AI video applications. Shares fell about 2% Thursday. Tan reported firm purchase orders for all of 2026 from the company’s top seven customers. Western Digital is not adding drive unit capacity, focusing instead on automation and higher data density.
March 5, 2026
CoreWeave-Perplexity deal puts fresh demand behind its Nvidia-heavy AI cloud buildout
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CoreWeave-Perplexity deal puts fresh demand behind its Nvidia-heavy AI cloud buildout

CoreWeave signed a multi-year deal to run Perplexity’s AI inference workloads on dedicated Nvidia GB200 NVL72 clusters; financial terms were not disclosed. Shares fell 6.6% Thursday as investors focused on CoreWeave’s rapid spending and data center expansion. Perplexity will use the new infrastructure to support rising usage and new services. CoreWeave will also deploy Perplexity Enterprise Max internally.
March 5, 2026
Costco earnings today: what COST stock has to prove after its early‑2026 rebound
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Costco earnings today: what COST stock has to prove after its early‑2026 rebound

Costco will report fiscal Q2 results and February sales after markets close Thursday, with a webcast at 1:15 p.m. PT. Analysts expect an 8% rise in sales and adjusted EPS up 12% to $4.53, according to Visible Alpha. The company last reported January net sales up 9.3% to $21.33 billion. Membership fees reached $1.329 billion in the last quarter, up from $1.166 billion a year earlier.
March 5, 2026
Visa’s stablecoin-linked cards are headed to 100+ countries — here’s what’s changing
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Visa’s stablecoin-linked cards are headed to 100+ countries — here’s what’s changing

Visa and Stripe-owned Bridge will expand stablecoin-linked Visa cards to over 100 countries by the end of 2026, the companies said Tuesday. Some transactions will settle on blockchain rails via Lead Bank. Bridge-enabled cards are currently live in 18 countries and let users spend stablecoin balances at Visa’s 175 million merchant locations. Mastercard is also rolling out a stablecoin settlement option.
March 5, 2026
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