AI 2 March 2026 - 5 March 2026

Littelfuse Shares Rise as AI Data-Center Story Hits
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Littelfuse Shares Rise as AI Data-Center Story Hits

Littelfuse Inc. shares jumped Tuesday, closing at a new 52-week high as the AI data-center product debut landed. The stock, which trades on the Nasdaq, finished at around $487.90, up 5.3%. It hit $489.60 during the day. Investors have pushed the shares higher since its first-quarter earnings. Littelfuse is making its pitch now as it wants to prove its circuit-protection products belong in new higher-power data center projects, not just in industrial or automotive use. Regular U.S. trading opens later Wednesday; Nasdaq’s standard hours run 9:30 a.m. to 4 p.m. ET, with pre-market trading from 4 a.m. ET.
June 3, 2026
Palantir’s Pentagon Maven AI tool caught in Anthropic Claude ban — what PLTR investors are watching
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Palantir’s Pentagon Maven AI tool caught in Anthropic Claude ban — what PLTR investors are watching

Palantir Technologies is scrambling to pull Anthropic’s Claude from a Pentagon-facing build of its Maven Smart Systems, following an order from U.S. President Donald Trump for the government to cut ties with Anthropic, two sources told Reuters. Overhauling and replacing Claude could stretch on for months, those familiar with the process said, as Palantir must rework sections of software tied to Maven. Maven stitches data from a range of sources, spotlighting military targets and shaving time off for intelligence analysts. Dropping in a different embedded AI model isn’t just a matter of swapping parts—far from it. The Pentagon, for its part, has been doubling down on these types of systems.
March 5, 2026
UiPath adds Switzerland data residency for GenAI Activities — why PATH investors are watching
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UiPath adds Switzerland data residency for GenAI Activities — why PATH investors are watching

UiPath, Inc has rolled out Switzerland as a data-residency option for both its Integration Service and GenAI Activities, according to release notes published Wednesday. The company noted that customer data will reside and be mirrored across several Swiss availability zones. Tougher data residency requirements are shaping how firms buy automation, especially in regulated sectors. According to its admin guide, UiPath’s Automation Cloud hosts customer data in different global regions, with the specific location tied to licensing choices and admin preferences.
March 5, 2026
Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild
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Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild

Palantir Technologies Inc is rushing to untangle its Pentagon-focused Maven Smart Systems from Anthropic’s AI, after a Trump administration directive told contractors to cut ties with the startup, say people familiar with the situation. That directive could mean Palantir has to ditch Claude—Anthropic’s AI model—and overhaul sections of a U.S. government platform linked to contracts with more than $1 billion at stake. https://www.reuters.com/technology/palantir-faces-challenge-remove-anthropic-pentagons-ai-software-2026-03-04/ The dispute erupts just as the U.S. military steps up its reliance on large language models—AI systems capable of writing and summarizing text—for both analysis and targeting. Contractors are hustling to secure “approved” supplier status. At the heart of all this: Maven, the Pentagon’s main AI initiative.
March 5, 2026
CrowdStrike earnings: FY2027 outlook edges above estimates as AI worries keep shares jumpy
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CrowdStrike earnings: FY2027 outlook edges above estimates as AI worries keep shares jumpy

CrowdStrike on Tuesday aimed for fiscal 2027 revenue ahead of what Wall Street had penciled in, betting demand for its AI-powered security offerings isn’t letting up. The stock closed up 1.7%, only to slip 0.8% in late trading. Cybersecurity stocks have taken some hits recently, as investors worry over Anthropic’s Claude Code Security tool. Truist Securities analyst Junaid Siddiqui described the muted move as “a good outcome.”
March 5, 2026
Oracle joins White House power pledge for AI data centers as Oracle earnings near
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Oracle joins White House power pledge for AI data centers as Oracle earnings near

Oracle joined heavyweights Alphabet’s Google, Microsoft, and Amazon at the White House on Wednesday, all signing on to a pledge they’re calling the “Ratepayer Protection Pledge.” The aim: prevent new data centers from driving up electricity costs for residential and small business customers. Under the agreement, the companies commit to adding or procuring extra power for their sites and footing the bill for necessary grid upgrades, as lawmakers and communities ramp up pressure on tech expansion leading up to November’s midterm elections. Even so, Jon Gordon, director at Advanced Energy United, flagged a bigger snag: “The real problem is the inability to get generation online fast enough.” Oracle’s announcement comes as the company ramps up spending on cloud infrastructure to
March 5, 2026
Western Digital says AI video boom could lift hard-drive pricing into 2026
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Western Digital says AI video boom could lift hard-drive pricing into 2026

SAN JOSE, Calif., March 4, 2026, 15:35 PST Western Digital has already locked in firm purchase orders from its biggest cloud clients for all of calendar 2026—and some of those deals actually extend out to 2027 and even 2028, according to the company’s chief executive, who cited demand driven by artificial intelligence workloads during an investor update this week. Looking ahead to 2026, finance chief projections call for average selling price per terabyte to rise by a mid- to high-single-digit percentage year over year.
March 5, 2026
Nvidia stock rises as AI chip shares bounce; Broadcom earnings and jobs data next
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Nvidia stock rises as AI chip shares bounce; Broadcom earnings and jobs data next

NEW YORK, March 4, 2026, 12:55 ET — Regular session Nvidia climbed 1.5% to $182.77 on Wednesday, after news earlier in the week about its $4 billion commitment to photonics suppliers. That gave a boost to some other AI-focused chip stocks: Advanced Micro Devices rallied 4.8%, closing at $200.14. Broadcom picked up 2.4% to finish at $321.25, with Super Micro Computer surging 5.9% to $32.48.
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 Incorporated’s CFO told a Morgan Stanley conference the company is now aiming for a $24 billion annual revenue run rate by 2028, ramping up its investment in data-center connectivity. Hitting that goal would nearly double Corning’s size in roughly five years. Investors are watching closely to figure out which industrial suppliers can count on sustained demand as cloud companies ramp up artificial intelligence buildouts—and for how long that spending continues. Corning’s business is right in the mix, providing optical fiber, cable, and connectivity gear used within and between data centers. https://investor.corning.com/news-and-events/events-and-presentations/event-details/2026/Morgan-Stanley-Technology-Media--Telecom-Conference-2026-eZR20l6lNS/default.aspx
March 4, 2026
BNAI stock jumps as Brand Engagement Network puts its AI Concierge live at Armenia’s Dvin resort
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BNAI stock jumps as Brand Engagement Network puts its AI Concierge live at Armenia’s Dvin resort

Brand Engagement Network, Inc. shares surged roughly 23% to $52.30 in premarket action Wednesday, lifted by news that it launched a live AI concierge trial for guests at a luxury Armenian resort. The stock, which closed at $42.67 on Tuesday, trades on Nasdaq, according to MarketScreener. For smaller AI vendors, getting their systems actually running in the field is crucial—many spent the past year pushing pilot projects that never turned into real deals. Across hotels and other service sectors, the push is on to respond to guests more quickly without ballooning payroll costs. Buyers now want tools that handle tasks, not just chat.
March 4, 2026
GitLab earnings jolt: $400 million buyback meets softer 2027 profit view as AI tools race ahead
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GitLab earnings jolt: $400 million buyback meets softer 2027 profit view as AI tools race ahead

GitLab is projecting fiscal 2027 adjusted earnings that fall short of Wall Street’s estimates, even as the board greenlights a $400 million buyback. The company’s push into AI tools for developers continues. Shares ticked up roughly 2% before the bell. Software stocks are in a tricky zone right now. Miss on profit, and investors aren’t hesitating—they’re punishing companies, regardless of whether the revenue picture looks solid. With major clients tightening spending and boards demanding more cash handed back, it’s a tough crowd.
March 4, 2026
ServiceNow closes Veza deal: the $1.25B identity-security bet tied to AI agents
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ServiceNow closes Veza deal: the $1.25B identity-security bet tied to AI agents

ServiceNow wrapped up its purchase of identity security specialist Veza, with the deal closing on March 2. The company plans to integrate Veza’s access controls into its Security and Risk suite, aiming to support customers deploying autonomous “agentic AI” systems. “In the era of agentic AI, every identity — human, AI agent, or machine — is a force for enterprise impact,” said President and COO Amit Zavery in the announcement. Veza, launched in 2020 out of Los Gatos, California, counts nearly 150 enterprise clients and employs 230 people, according to ServiceNow. The timing stands out. ServiceNow has flagged that as companies rush into the cloud and accelerate AI rollouts, identities and permissions are ballooning beyond what most can monitor—leaving a
March 4, 2026
CrowdStrike forecast tops estimates as Q4 results steady nerves after AI-driven cyber stock selloff
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CrowdStrike forecast tops estimates as Q4 results steady nerves after AI-driven cyber stock selloff

Austin, Texas—March 4, 2026, 04:30 CST. CrowdStrike Holdings posted a fiscal 2027 revenue forecast that beat analyst estimates on Tuesday, pushing its shares up 1.7% by the close. The company had just reported a 23% jump in quarterly sales, a rare show of steadiness in a jittery sector. After hours, shares gave back 0.8% as trading turned volatile. “Having a software stock trade close to flat post print seems like a good outcome,” Truist Securities analyst Junaid Siddiqui said.
March 4, 2026
Meta stock edges higher after-hours as report flags new AI shopping tool to rival ChatGPT, Gemini
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Meta stock edges higher after-hours as report flags new AI shopping tool to rival ChatGPT, Gemini

NEW YORK, March 3, 2026, 16:38 EST — After-hours Meta Platforms Inc picked up about 0.25% in late trading Tuesday, with shares at $655.08—a $1.63 gain from the prior close. The move followed a report that the Facebook parent is experimenting with a shopping research feature in its AI chatbot. Earlier, shares ranged from $637.01 to as high as $658.99 during the day.
March 3, 2026
Coherent stock jumps 14% as Nvidia commits $2 billion in AI optics deal
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Coherent stock jumps 14% as Nvidia commits $2 billion in AI optics deal

New York, March 2, 2026, 12:35 — Regular session Shares of Coherent Corp jumped roughly 14% midday Monday after Nvidia announced a $2 billion investment in the photonics firm. The move pushed Lumentum up close to 8% and helped Nvidia climb about 3%. Year to date, Coherent is up nearly 60%, while Lumentum has approximately doubled as investors pile into data-center optics linked to AI expansion.
March 2, 2026
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