Marcin Frąckiewicz

MongoDB stock steadies after a brutal slide — why Atlas growth is suddenly the only thing that matters
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MongoDB stock steadies after a brutal slide — why Atlas growth is suddenly the only thing that matters

MongoDB shares rose 0.9% to $254.92 midday Wednesday after a steep drop Tuesday, following muted guidance and slowing growth in its Atlas cloud unit. Fourth-quarter revenue reached $695.1 million, up 27% year over year, with Atlas revenue up 29% but decelerating. Analysts remain divided on whether the outlook signals weaker demand. The company named Erica Volini chief customer officer amid leadership changes.
March 4, 2026
Corning CFO flags $24 billion 2028 sales run rate as AI data-center fiber push accelerates
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Corning CFO flags $24 billion 2028 sales run rate as AI data-center fiber push accelerates

Corning CFO Edward Schlesinger said the company is targeting a $24 billion annual revenue run rate by 2028, driven by increased investment in optical communications for data centers. He highlighted a multiyear agreement with Meta worth up to $6 billion and ongoing manufacturing expansion in North Carolina. Solar remains a secondary growth area, with profitability expected before 2028. Corning shares fell 0.8% Tuesday.
March 4, 2026
Meta’s $50M-a-year News Corp AI deal shows how expensive training data is getting
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Meta’s $50M-a-year News Corp AI deal shows how expensive training data is getting

Meta will pay News Corp up to $50 million a year for U.S. and UK news content under a multiyear licensing deal, the Wall Street Journal reported Wednesday. The agreement is expected to last at least three years as Meta seeks material for its AI products. Meta is also reorganizing AI teams to accelerate product launches. Meta shares rose 2.6% after news of the deal.
March 4, 2026
Palantir stock price rises as Rosenblatt lifts target and Thiel sale plan looms
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Palantir stock price rises as Rosenblatt lifts target and Thiel sale plan looms

Palantir shares rose 3% Wednesday to $151.58 after Rosenblatt raised its price target, citing wartime demand. President Trump announced a federal ban on Anthropic’s Claude tools, with Defense Secretary Hegseth barring military contractors from using them. The Washington Post reported Palantir’s Maven system uses Claude for targeting in Iran. Co-founder Peter Thiel filed to sell up to 2 million shares.
March 4, 2026
Amazon stock jumps nearly 3% as AWS data-center spending and power costs return to the fore
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Amazon stock jumps nearly 3% as AWS data-center spending and power costs return to the fore

Amazon shares rose 2.9% to $214.72 in morning trading Wednesday after the company announced a $21 billion data center investment in Spain and a $427 million campus purchase in Virginia. Amazon will join other tech firms in signing a White House “Ratepayer Protection Pledge” as data-center energy demand grows. The stock rebounded after falling last month on a $200 billion capital spending forecast for 2026.
March 4, 2026
Micron’s 256GB SOCAMM2 memory sample hits customers — and MU shares rebound
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Micron’s 256GB SOCAMM2 memory sample hits customers — and MU shares rebound

Micron began shipping samples of a 256GB low-power server memory module for AI data centers, using a new SOCAMM2 form factor and LPDDR5X technology. Shares rose about 3% to $390.10 Wednesday after an 8% drop Tuesday. The module is built on a 32Gb monolithic LPDRAM die and targets power and space limits in AI servers. Rivals Samsung and SK hynix are also developing similar modules.
March 4, 2026
Tesla’s EU carbon-credit pool thins out for 2026 as Toyota and Stellantis hold back
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Tesla’s EU carbon-credit pool thins out for 2026 as Toyota and Stellantis hold back

Stellantis, Toyota, and Subaru are absent from Tesla’s carbon-credit pool for 2026, according to an EU filing, after joining the group last year. The European Commission now allows automakers to average fleet emissions over 2025-2027, easing compliance. Tesla could face reduced demand for its regulatory credits as a result. Stellantis and Toyota said they may still join later.
March 4, 2026
Robinhood (HOOD) stock slides after hours as new Advisor Network details land, “Take Flight” event next
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Robinhood (HOOD) stock slides after hours as new Advisor Network details land, “Take Flight” event next

Robinhood shares fell 3.4% to $76.07 in after-hours trading Tuesday after a volatile session. TradePMR, owned by Robinhood, began a pilot of the Robinhood Advisor Network targeting clients with over $250,000 in assets. Investors are watching for the March 4 “Take Flight” keynote and upcoming monthly metrics. The S&P 500 and Nasdaq also declined amid Middle East tensions and inflation concerns.
March 4, 2026
Intuit stock pops after-hours after a 3% jump as TurboTax store push comes back into view
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Intuit stock pops after-hours after a 3% jump as TurboTax store push comes back into view

Intuit shares climbed 3.5% to $433.35 in after-hours trading Tuesday, marking a fifth straight gain on above-average volume despite a falling S&P 500. The move follows management’s push for nearly 600 new local offices and more assisted tax filing during peak season. CEO Sasan Goodarzi cited strong TurboTax growth but flagged Mailchimp weakness. Intuit remains down 47% from its 52-week high.
March 4, 2026
Caterpillar stock slides 4% after oil shock rattles cyclicals — what could move CAT next
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Caterpillar stock slides 4% after oil shock rattles cyclicals — what could move CAT next

Caterpillar shares fell about 4% to $722.18 in after-hours trading Tuesday, extending losses as oil prices surged on Middle East conflict and investors retreated from industrial stocks. Brent crude settled up 4.7% at $81.40 a barrel, its highest in over a year. The Dow closed down 0.8%, S&P 500 lost 0.9%. Deere, GE Aerospace, and Paccar also declined in late trade.
March 4, 2026
Western Digital stock price drops 7% after-hours as risk-off trade hits WDC
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Western Digital stock price drops 7% after-hours as risk-off trade hits WDC

Western Digital shares fell 7.2% to $250.61 in after-hours trading Tuesday, tracking a broad selloff in storage and memory stocks as oil prices surged and Treasury yields rose. The S&P 500 closed down 0.94% and the Nasdaq lost 1.02%. Brent crude settled at $81.40 a barrel, up 4.7%. Western Digital will pay a $0.125-per-share dividend on March 18 to holders as of March 5.
March 4, 2026
GE Vernova stock price drops 4% as Wall Street turns defensive; Italy expansion, Proficy sale in focus
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GE Vernova stock price drops 4% as Wall Street turns defensive; Italy expansion, Proficy sale in focus

GE Vernova shares fell 4.4% to $842 Tuesday, touching a low of $812 before steadying after hours. The drop followed a broader market decline amid concerns over Middle East conflict and rising oil prices. GE Vernova announced a $30 million expansion of its Italian plant and completed the $600 million sale of its Proficy software business to TPG.
March 4, 2026
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