Marcin Frąckiewicz

Goldman Sachs stock price holds near $862 after hours as oil shock tests Wall Street
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Goldman Sachs stock price holds near $862 after hours as oil shock tests Wall Street

Goldman Sachs shares rose 0.2% to $861.70 in after-hours trading Monday after volatile U.S. markets. No new U.S. investment-grade bonds priced as credit-default swap costs jumped, while oil surged 6% following U.S. and Israeli strikes on Iran. BlackRock tapped Goldman and JPMorgan to sell its 11.4% Naturgy stake. Goldman also filed to offer $50 million in notes due 2027.
March 3, 2026
Applied Optoelectronics (AAOI) stock jumps 22% as Nvidia photonics push lights up AI optics trade
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Applied Optoelectronics (AAOI) stock jumps 22% as Nvidia photonics push lights up AI optics trade

Applied Optoelectronics shares surged 21.7% to $102.51 Monday on heavy volume after Nvidia announced $2 billion investments in photonics suppliers. The stock traded between $93.78 and $110.00, with about 27 million shares changing hands. Investors focused on AAOI’s revenue outlook, production capacity, and a new $250 million at-the-market stock program.
March 3, 2026
Coherent stock jumps after Nvidia $2 billion investment as AI optics bets heat up
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Coherent stock jumps after Nvidia $2 billion investment as AI optics bets heat up

Coherent Corp. shares jumped 15.4% to $298.91 after Nvidia announced a $2 billion investment and multi-year supply deal for advanced optics. Nvidia bought 7.8 million Coherent shares at $256.80 each and secured rights to additional product lines. Nvidia also struck a similar $2 billion optics agreement with Lumentum. Coherent’s stock touched $304 in after-hours trading.
March 3, 2026
RTX stock jumps as Middle East war jitters send money into defense names
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RTX stock jumps as Middle East war jitters send money into defense names

RTX shares jumped 4.7% to $212.16 in after-hours trading Monday after U.S. and Israeli air strikes killed Iran’s Supreme Leader, raising fears of wider conflict. Defense and energy stocks gained as oil prices climbed and investors anticipated higher military spending. U.S. stocks closed mixed after a volatile session. Traders are watching Middle East headlines and Friday’s U.S. jobs data.
March 3, 2026
Bitcoin price today: BTC rebounds near $69,000 as Iran war headlines jolt crypto stocks
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Bitcoin price today: BTC rebounds near $69,000 as Iran war headlines jolt crypto stocks

Bitcoin climbed 4.8% to $69,254 late Monday in New York after volatile trading linked to U.S.-Israeli strikes on Iran and Tehran’s response. Coinbase rose 5.3% and BlackRock’s iShares Bitcoin Trust gained 5.4%. Brent crude settled up 6.7% at $77.74 a barrel on shipping fears. Strategy disclosed a $204 million bitcoin purchase, raising its holdings to 720,737 coins.
March 3, 2026
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
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