Investing 2 March 2026 - 3 March 2026

SolarEdge stock slides as UBS trims SEDG target and oil shock jolts markets

SolarEdge stock slides as UBS trims SEDG target and oil shock jolts markets

SolarEdge shares dropped 3.4% to $39.20 in early New York trading Tuesday, following a sharp selloff in solar stocks as oil prices surged and rate-cut hopes faded. UBS lowered its price target on SolarEdge to $36. The Nasdaq Composite fell about 2% at the open amid concerns over Middle East conflict and inflation. Investors await further company updates at upcoming conferences and first-quarter results expected in early May.
March 3, 2026
Aristocrat Leisure share price slides to A$46 as buyback ticks on and markets brace for rate risk

Aristocrat Leisure share price slides to A$46 as buyback ticks on and markets brace for rate risk

Aristocrat Leisure shares fell 2.5% to A$46.06 on Tuesday, following a broader market drop as the S&P/ASX 200 lost 1.34%. The company spent A$14.35 million buying back 303,809 shares on March 2, ASX filings showed. Traders cited rising oil prices, higher bond yields, and anticipation of the Reserve Bank of Australia’s March 17 meeting as key drivers. Aristocrat’s next earnings are due May 13.
March 3, 2026
Micron stock holds near $413 after UBS lifts target — what investors watch into March 18

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
Coherent (COHR) stock price jumps nearly 10% after Nvidia commits $2 billion investment

Coherent (COHR) stock price jumps nearly 10% after Nvidia commits $2 billion investment

Coherent shares jumped 9% after Nvidia invested $2 billion in the company through a private placement at $256.80 per share and expanded a supply agreement for AI data center optics. Coherent disclosed it sold 7.8 million shares to Nvidia, with the funds aimed at research, manufacturing, and expanded product access. Investors await further details from management later this month.
March 2, 2026
Globalstar stock slips before the bell after earnings surge; GSAT investors size up 2026 outlook

Globalstar stock slips before the bell after earnings surge; GSAT investors size up 2026 outlook

Globalstar shares fell 1.6% to $61.25 premarket Monday, trimming gains after a 7.6% surge Friday. The company forecast 2026 revenue of $280 million to $305 million and an adjusted EBITDA margin near 50%. Globalstar ended 2025 with $447.5 million in cash and $410 million in debt. Its latest filing showed 63% of 2025 revenue depended on Updated Services Agreements with conditional fees.
March 2, 2026
Ford stock slips before the bell as oil shock jolts risk mood; what investors watch next

Ford stock slips before the bell as oil shock jolts risk mood; what investors watch next

Ford shares fell 0.9% to $13.96 in premarket trading Monday after closing at $14.09 Friday. The company faces a 4.3 million vehicle recall over a software issue and reported a $11.1 billion Q4 net loss tied to EV writedowns. Brent crude surged 10% to $80 a barrel on Middle East tensions, pressuring broader markets. Ford’s board declared a 15-cent quarterly dividend, payable March 2.
March 2, 2026
Intel stock sinks 3% in premarket as oil surge rattles chip shares — what investors watch next

Intel stock sinks 3% in premarket as oil surge rattles chip shares — what investors watch next

Intel shares dropped 3% to around $44.24 in premarket trading Monday, tracking a broader decline in U.S. stock futures after a surge in oil prices linked to Middle East tensions. AMD and TSMC also fell over 2%, while Nvidia slipped 0.7%. Investors are watching Intel’s March 4 conference appearance and Friday’s U.S. jobs report for further signals.
March 2, 2026
Hargreaves Lansdown’s new fees go live as UK investors eye switching — and couples chase a £1,260 tax break

Hargreaves Lansdown’s new fees go live as UK investors eye switching — and couples chase a £1,260 tax break

Hargreaves Lansdown’s new fee structure took effect March 1, cutting ISA and SIPP account charges to 0.35% and lowering online share dealing to £6.95 per trade, while adding a £1.95 fee for online fund deals and raising the annual cap on some account charges to £150. Analysts say most customers will benefit, but some, including frequent fund traders and large share portfolio holders, could pay more. An April 5 deadline also approaches for some couples to backdate UK tax relief.
March 2, 2026
HSBC stock price slides in Hong Kong as oil shock hits banks — what to watch next

HSBC stock price slides in Hong Kong as oil shock hits banks — what to watch next

HSBC shares fell 3.9% to HK$141.50 in Hong Kong on Monday, tracking a broader 2.3% drop in the city’s main stock index as oil prices surged after conflict disrupted shipping through the Strait of Hormuz. Investors cut risk ahead of key economic data and amid concerns over rising geopolitical tensions. HSBC also filed routine regulatory disclosures, including its 2025 annual report.
March 2, 2026
QBE share price today: why traders are watching QBE stock before Thursday’s dividend date

QBE share price today: why traders are watching QBE stock before Thursday’s dividend date

QBE shares closed up A$0.01 at A$21.74 ahead of the March 5 ex-dividend date for its 78-cent final payout. The S&P/ASX 200 finished nearly flat, as gains in miners and energy offset losses in banks amid geopolitical uncertainty. QBE’s dividend is 30% franked, with payment set for April 17. The insurer recently reported 2025 net profit of US$2.157 billion, up from US$1.779 billion.
March 2, 2026
Coles share price rebounds 3.7% after earnings selloff as dividend date looms

Coles share price rebounds 3.7% after earnings selloff as dividend date looms

Coles shares closed up 3.7% at A$21.33 on Monday, partly recovering from Friday’s 7.35% drop after weaker-than-expected half-year profit. The company reported first-half sales of A$23.62 billion and net profit of A$511 million, down 11.3% after significant items. Investors are watching the March 11 dividend record date and the Reserve Bank of Australia’s policy decision on March 17.
March 2, 2026
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