Finance 5 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
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
Intuit gets a fresh “strong-buy” call as tax season puts margins in focus
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Intuit gets a fresh “strong-buy” call as tax season puts margins in focus

Argus Research upgraded Intuit to “strong-buy” Thursday but cut its price target to $580 from $780. Intuit shares closed at $440.14 Wednesday, up for a sixth straight session but still far below last July’s $813.70 high. The company warned third-quarter profit will miss forecasts as it increases spending on marketing and support during tax season. Revenue for fiscal Q2 rose 17% to $4.651 billion.
March 5, 2026
AppLovin stock climbs as Axon expands AI-generated interactive ads and automated video tests
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AppLovin stock climbs as Axon expands AI-generated interactive ads and automated video tests

AppLovin shares rose about 4% after the company said it is expanding access to AI-generated interactive ads on its Axon platform and testing automated video creation. The company plans a broader rollout of these features early in the second quarter. AppLovin reported a “significant share” of HTML ad spend now comes from AI-generated ads. The company remains under SEC investigation.
March 5, 2026
Needham hikes Lumentum target to $850 after Nvidia laser deal — what Wall Street is watching next
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Needham hikes Lumentum target to $850 after Nvidia laser deal — what Wall Street is watching next

Needham raised its Lumentum price target to $850 from $550 after Nvidia committed to buy high-power lasers from 2027 to 2029. Lumentum shares fell 2% to $667.30 early Thursday. Nvidia invested $2 billion in Lumentum through preferred shares, pending antitrust review. CEO Michael Hurlston and CTO Matt Sysak will speak at OFC 2026 in Los Angeles this month.
March 5, 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 removing Anthropic’s Claude AI from its Pentagon-facing Maven Smart Systems after President Trump ordered a government-wide ban on Anthropic, sources said. Palantir may need months to rebuild software tied to Maven. Lockheed Martin said it would comply with the directive; General Dynamics and RTX declined to comment. Palantir shares rose 0.7% to $154.20, valuing the company at about $433 billion.
March 5, 2026
Broadcom stock jumps as CEO flags $100 billion AI chip sales, buyback plan
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Broadcom stock jumps as CEO flags $100 billion AI chip sales, buyback plan

Broadcom shares rose about 5% after CEO Hock Tan projected AI chip sales will top $100 billion in 2027. The company reported first-quarter revenue up 29% to $19.3 billion, with AI revenue doubling to $8.4 billion. Broadcom announced a $10 billion share repurchase program through 2026. Investors remain cautious about continued AI infrastructure spending amid supply constraints.
March 5, 2026
Galaxy Digital dumps the TSX for Nasdaq-only trading — what changes for GLXY investors
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Galaxy Digital dumps the TSX for Nasdaq-only trading — what changes for GLXY investors

Galaxy Digital will voluntarily delist from the Toronto Stock Exchange on March 19, keeping only its Nasdaq listing. The Canada-based share buyback program will end with the TSX exit, while limited repurchases may continue on Nasdaq. GLXY shares rose about 18% in premarket trading Thursday. The company reported a $482 million net loss in Q4 2025 due to falling crypto prices.
March 5, 2026
Kenvue insiders just disclosed a fresh wave of stock awards — here’s what the filings show
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Kenvue insiders just disclosed a fresh wave of stock awards — here’s what the filings show

Kenvue executives disclosed new restricted stock unit grants in SEC filings, including 127,051 units for its North America chief and 122,286 for its general counsel, vesting from 2027 to 2029. The awards come as Kenvue moves toward a planned takeover by Kimberly-Clark, set to close in late 2026. Kenvue shares closed at $18.19 on March 4. The company faces ongoing Tylenol litigation in Texas.
March 5, 2026
Plug Power stock jumps again as new CEO Crespo steps in and targets 2026 EBITDA
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Plug Power stock jumps again as new CEO Crespo steps in and targets 2026 EBITDA

Plug Power shares surged 11.2% to $2.48 on Wednesday, capping a three-day rally after naming Jose Luis Crespo as CEO and reporting improved margins. Trading volume reached 129 million shares, well above average. The company posted a fourth-quarter gross profit of $5.5 million and swung to a 2.4% gross margin. Analysts remain divided on the stock’s outlook as Plug plans asset sales and aims for positive EBITDAS by end-2026.
March 5, 2026
Affirm shares climb after Stripe adds its buy-now-pay-later option to AI checkout tokens
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Affirm shares climb after Stripe adds its buy-now-pay-later option to AI checkout tokens

Affirm said it will support Stripe’s Shared Payment Tokens, allowing AI shopping agents to offer Affirm’s pay-over-time plans at checkout. Stripe said the system lets agents initiate payments with shopper permission without exposing sensitive credentials. Affirm shares rose about 6% in premarket U.S. trading. The feature will roll out to Stripe’s direct merchants first, then more broadly later this year.
March 5, 2026
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