Finance 10 March 2026

Salesforce Stock Near 52-Week Low as AI Fears Drown Out Agentforce Growth
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Salesforce Stock Near 52-Week Low as AI Fears Drown Out Agentforce Growth

Salesforce shares fell 4.1% to $169.15 midday Thursday, nearing a 52-week low, as software stocks declined despite the company’s record quarterly revenue and expanded buyback. The drop followed news that Anthropic restricted access to its AI model after finding cybersecurity flaws, fueling concerns about software vulnerability. Salesforce’s fiscal 2027 revenue forecast missed Wall Street’s midpoint estimates.
April 9, 2026
Mortgage Rates Today: 30-Year Fixed Stays Near 6% as Spring Buyers Edge Back
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Mortgage Rates Today: 30-Year Fixed Stays Near 6% as Spring Buyers Edge Back

U.S. 30-year fixed mortgage rates hovered near 6% this week, with Bankrate reporting 6.21% and Freddie Mac at 6.00%. Existing home sales rose 1.7% in February to a 4.09 million annual rate, as affordability improved from a year earlier. The 10-year Treasury yield fell to 4.102% after oil prices dropped. Economists warned affordability remains a challenge despite recent gains.
March 10, 2026
Analog Devices faces late Tuesday vote on 13 million-share stock plan ahead of annual meeting
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Analog Devices faces late Tuesday vote on 13 million-share stock plan ahead of annual meeting

Analog Devices shareholders have until late Tuesday to vote on adding 13 million shares to its equity incentive plan, which would raise potential dilution to 6.11% from 3.48%. The board is urging approval ahead of Wednesday’s annual meeting in Boston. ADI stock rose 1% to $322.95 Tuesday afternoon. Shareholders will also vote on directors, executive pay, and a proposal to lower the threshold for calling special meetings.
March 10, 2026
Robinhood Markets’ New Private-Markets Fund Slips Below IPO Price, Testing Push Beyond Trading
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Robinhood Markets’ New Private-Markets Fund Slips Below IPO Price, Testing Push Beyond Trading

Robinhood’s first private-markets fund traded at $22.50 on Tuesday, about 10% below its $25 IPO price just four days after launch. The closed-end fund holds late-stage companies including Databricks, Ramp, and Revolut. Robinhood shares were little changed at $79.74 midday. The company reported 27.2 million funded accounts and $324.4 billion in platform assets at January’s end.
March 10, 2026
Citigroup Signals Mid-Teens Q1 Fee and Markets Growth as Fraser Backs 2026 Goal
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Citigroup Signals Mid-Teens Q1 Fee and Markets Growth as Fraser Backs 2026 Goal

Citigroup expects mid-teens percentage growth in first-quarter investment banking fees and markets revenue, CEO Jane Fraser said Tuesday. Citi shares rose about 3% in midday trading. Fraser reaffirmed the bank’s 10%-11% return on tangible common equity target for 2026 and said severance costs would be front-loaded this quarter. She warned that prolonged Middle East tensions and private credit losses could pose risks.
March 10, 2026
Booking Holdings Inc. Common Stock (BKNG) Falls as Oil Shock Tests Travel Demand After AI Relief Rally
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Booking Holdings Inc. Common Stock (BKNG) Falls as Oil Shock Tests Travel Demand After AI Relief Rally

Booking Holdings shares fell 1.8% to about $4,362 by midday Tuesday, following a sector-wide drop as rising oil prices rattled travel stocks. Expedia lost 4.1%, Airbnb slipped 1.2%, and Tripadvisor dropped 4.1%. Booking recently reported strong Q4 results and announced a 25-to-1 stock split for April 2. Rising fuel costs and higher fares are raising concerns about future travel demand.
March 10, 2026
Circle Internet Group Stock Rises as New 10-K Reveals Heavy Reliance on USDC Reserve Income
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Circle Internet Group Stock Rises as New 10-K Reveals Heavy Reliance on USDC Reserve Income

Circle Internet Group shares climbed 6.2% to $118.75 Tuesday after its annual report showed 96% of 2025 revenue came from reserve income tied to USDC stablecoin holdings. The company warned that lower interest rates would reduce returns. Circle also registered 14.54 million new shares for employee stock plans. Competition from Tether and other stablecoin issuers is increasing.
March 10, 2026
Oracle Earnings Today: Wall Street Demands Proof AI Spending Will Pay Off
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Oracle Earnings Today: Wall Street Demands Proof AI Spending Will Pay Off

Oracle will report third-quarter results after markets close Tuesday, with investors watching for signs its AI infrastructure spending is paying off. Shares are down over 20% this year as Oracle plans to raise up to $50 billion for cloud expansion. Wall Street expects adjusted earnings of about $1.70 a share on up to $16.9 billion in revenue. The company’s backlog hit $523 billion last quarter, boosted by deals with Meta and NVIDIA.
March 10, 2026
Bank of America says AI, Erica and Zelle drove 30 billion client interactions in 2025
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Bank of America says AI, Erica and Zelle drove 30 billion client interactions in 2025

Bank of America reported 30 billion digital client interactions in 2025, a 14% increase from the previous year, driven by use of its Erica assistant and Zelle payments. Shares rose 0.6% in midmorning trading. Erica handled nearly 700 million client uses, while Zelle saw 1.8 billion payments worth $556 billion. Mobile approvals on CashPro reached a record $1.2 trillion.
March 10, 2026
Why Western Digital Stock Is Jumping Again as AI Spending Forecasts Climb
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Why Western Digital Stock Is Jumping Again as AI Spending Forecasts Climb

Western Digital shares rose 6.7% to $279.59 Tuesday, outpacing the S&P 500 after Citigroup raised its global AI capital-spending forecast to $8.9 trillion for 2026-2030. The company reported 25% higher second-quarter sales and projected $3.2 billion in March-quarter revenue. Western Digital plans to raise $3.17 billion by selling part of its Sandisk stake. Deutsche Bank upgraded tech sector ratings to "neutral."
March 10, 2026
UnitedHealth Group Faces Fresh Medicare Advantage Pressure Ahead of Barclays Investor Event
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UnitedHealth Group Faces Fresh Medicare Advantage Pressure Ahead of Barclays Investor Event

A congressional committee found seniors paid about 10% more in Medicare Part B premiums last year due to alleged overpayments to private Medicare Advantage plans, the Wall Street Journal reported Tuesday. UnitedHealth shares fell 1.4% by midmorning. The company, the largest Medicare Advantage provider, is set to address investors at a Barclays conference later in the day. UnitedHealth has denied previous allegations of aggressive billing practices.
March 10, 2026
Oracle Corporation Earnings Today: Can AI Cloud Growth Calm Wall Street’s Cost Fears?
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Oracle Corporation Earnings Today: Can AI Cloud Growth Calm Wall Street’s Cost Fears?

Oracle will report third-quarter results after markets close Tuesday, as investors watch whether AI cloud demand can offset soaring data center costs. Shares fell 1.4% in early trading. Oracle plans to raise up to $50 billion this year for cloud expansion and may cut thousands of jobs, according to Bloomberg. Analysts expect revenue of $16.9 billion and adjusted EPS of $1.70.
March 10, 2026
Lumentum Holdings Inc. to Join S&P 500 After Nvidia Deal Lifts AI Optics Trade
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Lumentum Holdings Inc. to Join S&P 500 After Nvidia Deal Lifts AI Optics Trade

Lumentum Holdings will join the S&P 500 on March 23 after S&P Dow Jones Indices named it in the benchmark’s quarterly rebalance. The move follows Nvidia’s $2 billion investment in Lumentum and multibillion-dollar purchase commitments for advanced laser components. Lumentum reported fiscal Q2 revenue of $665.5 million, up 65.5% from a year earlier, and forecasted up to $830 million for the current quarter.
March 10, 2026
Micron Technology, Inc. Stock Rises on Applied Materials AI Memory Deal Ahead of Earnings
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Micron Technology, Inc. Stock Rises on Applied Materials AI Memory Deal Ahead of Earnings

Micron Technology will partner with Applied Materials on advanced DRAM and NAND chip development, expanding U.S. research as AI demand strains memory supply. Micron shares rose to $389.32, up $19.14. Engineers in Silicon Valley and Boise will focus on new materials and chip architectures. The move comes as rivals Samsung and SK Hynix lead in high-bandwidth memory shipments for AI systems.
March 10, 2026
Why Sandisk Stock Jumped 11.6% as AI Storage Demand Drew a Fresh $1,000 Call
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Why Sandisk Stock Jumped 11.6% as AI Storage Demand Drew a Fresh $1,000 Call

Sandisk shares jumped 11.6% to $588.73 on Monday, outpacing Micron and Western Digital as investors bought into memory and AI-linked storage stocks. The company reported second-quarter revenue of $3.03 billion, up 31% from the prior quarter, and forecasted stronger-than-expected Q3 results. Analyst Mehdi Hosseini reiterated a Buy rating and $1,000 price target, citing tight NAND supply and rising AI demand.
March 10, 2026
Entain PLC Draws Barclays 5% Stake as UK Gambling Tax Shake-Up Hits Rivals
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Entain PLC Draws Barclays 5% Stake as UK Gambling Tax Shake-Up Hits Rivals

Barclays disclosed a 5.02% stake in Entain, making it one of the bookmaker’s largest reported shareholders, according to a TR-1 filing late Monday. Most of Barclays’ holding is via swaps and derivatives, not direct shares. Entain shares fell 1.57% after results showed a statutory loss due to a £488 million impairment tied to UK tax changes. The company ended 2025 with £3.64 billion in adjusted net debt.
March 10, 2026
Coca-Cola HBC AG Shares Buck FTSE Slide as Oil Shock Tests 2026 Profit Outlook
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Coca-Cola HBC AG Shares Buck FTSE Slide as Oil Shock Tests 2026 Profit Outlook

Coca-Cola HBC shares rose 0.09% to 4,500 pence Monday, outperforming the FTSE 100’s 0.3% drop as oil and aluminium prices surged. Brent crude jumped 6.8% and aluminium hit a four-year high, raising cost concerns. The bottler targets 7%-10% organic operating profit growth in 2026 after reporting 8.1% organic revenue growth last year. Its $2.6 billion deal for Coca-Cola Beverages Africa is set to close by late 2026.
March 10, 2026
Rightmove plc Shares Slip Despite Fresh Buyback as AI Spending Doubts Linger
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Rightmove plc Shares Slip Despite Fresh Buyback as AI Spending Doubts Linger

Rightmove repurchased 210,000 shares Monday, but shares closed down 2.7% at 453 pence, leaving the stock 45% below its 52-week high. The company kept its 2026 revenue growth forecast at 8–10% but expects profit growth to slow as margins dip during heavier investment. Rightmove remains in the FTSE 100 after review. Analysts are divided on whether AI spending will boost growth or pressure margins.
March 10, 2026
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