News 5 March 2026

JD.com earnings miss: China e-commerce giant slips to Q4 loss as price war bites
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JD.com earnings miss: China e-commerce giant slips to Q4 loss as price war bites

JD.com reported fourth-quarter revenue of 352.3 billion yuan ($51.12 billion), up 1.5% but below analyst expectations, and posted a net loss of 2.7 billion yuan versus a 9.9 billion yuan profit a year earlier. Service revenue rose 20.1% while product revenue fell 2.8%. The board approved an annual cash dividend and reaffirmed its share repurchase plan. Marketing expenses jumped 50.6% as the company invested in new initiatives.
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
Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin
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Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin

Nvidia has halted production of H200 AI chips for China and shifted some TSMC capacity to its next-generation Vera Rubin hardware, the Financial Times reported Thursday. The move comes ahead of Nvidia’s GTC conference in San Jose later this month. Nvidia and TSMC did not immediately comment. U.S. export controls continue to limit Nvidia’s China sales despite recent license approvals.
March 5, 2026
Alibaba puts CEO Eddie Wu in charge of new AI task force after Qwen chief quits
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Alibaba puts CEO Eddie Wu in charge of new AI task force after Qwen chief quits

Alibaba will form a new task force to accelerate foundation model development after Lin Junyang, head of its Qwen AI division, resigned this week. CEO Eddie Wu, CTO Wu Zeming, and Alibaba Cloud CTO Zhou Jingren will coordinate the group. Qwen’s mobile app reached 203 million monthly active users in February, ranking third globally. Alibaba has released over 400 open-source Qwen models since 2023.
March 5, 2026
AST SpaceMobile stock jumps as Telus takes stake — Canada deal and Africa push in focus
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AST SpaceMobile stock jumps as Telus takes stake — Canada deal and Africa push in focus

AST SpaceMobile shares jumped 13% to $104.89 after Telus agreed to invest and partner on satellite-powered mobile service in Canada, targeting a late 2026 launch. AXIAN Telecom also signed to deploy AST’s network in Africa, pending approvals. Taiwan Mobile and France’s Orange announced separate collaborations with AST for direct-to-device satellite services. About 20.8 million AST shares traded Wednesday.
March 5, 2026
Arista Networks stock jumps 8% as CEO talks $10B revenue year and flags chip crunch
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Arista Networks stock jumps 8% as CEO talks $10B revenue year and flags chip crunch

Arista Networks shares jumped 8.2% Wednesday, closing at $134.83, and rose about 1% in early Thursday trading. CEO Jayshree Ullal told a Morgan Stanley conference the company expects to surpass $10 billion in revenue this year, citing a $105 billion market opportunity. Executives warned memory-chip shortages could persist for up to two years. Nvidia was described as both a partner and a competitor in AI networking.
March 5, 2026
Rigetti (RGTI) stock rises after results: $590 mln cash, new quantum milestone, March target
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Rigetti (RGTI) stock rises after results: $590 mln cash, new quantum milestone, March target

Rigetti Computing shares rose 4.7% to $17.76 in premarket trading after reporting 2025 revenue of $7.1 million and a GAAP net loss of $216.2 million. The company cited an $8.4 million India order and $5.7 million in Novera orders as near-term drivers. Cash and investments totaled $589.8 million at year-end. Deployment of a 108-qubit system is expected by the end of March.
March 5, 2026
Nebius Group lands Missouri OK for 1.2‑GW “AI factory” as NBIS stock jumps
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Nebius Group lands Missouri OK for 1.2‑GW “AI factory” as NBIS stock jumps

Nebius Group secured city approval for a Chapter 100 incentive package for its planned AI data-center campus in Independence, Missouri, which could reach 1.2 gigawatts of capacity. The 5-2 vote grants long-term tax abatements worth up to $6.26 billion over 20 years. NBIS shares rose about 13% in premarket trading. The campus would cover 400 acres and create about 1,200 construction and 130 permanent jobs.
March 5, 2026
Broadcom stock jumps after CEO flags $100 billion AI chip revenue in 2027, $10 billion buyback
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Broadcom stock jumps after CEO flags $100 billion AI chip revenue in 2027, $10 billion buyback

Broadcom forecast over $100 billion in annual AI chip revenue for 2027 and projected second-quarter revenue of about $22 billion, above Wall Street estimates. Fiscal first-quarter revenue rose 29% to $19.31 billion, with AI semiconductor revenue reaching $8.4 billion. Shares climbed nearly 5% in after-hours trading. The company approved a new $10 billion share repurchase program through 2026.
March 5, 2026
Diageo shares sink again — but RBC calls the sell-off “overdone” and sticks with a £20 target
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Diageo shares sink again — but RBC calls the sell-off “overdone” and sticks with a £20 target

Diageo shares closed at £15.20 on Wednesday, down nearly 32% from their 52-week high, after cutting its 2026 sales outlook and halving its interim dividend under new CEO Dave Lewis. RBC maintained a Buy/Outperform rating with a 2,000p target, citing potential for sales and cost improvements despite recent investor concerns. The next trading update is scheduled for May 6.
March 5, 2026
NatWest ramps up Scotland startup push: RBS Accelerator targets 5,000 entrepreneurs, adds £1m EDGE deal
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NatWest ramps up Scotland startup push: RBS Accelerator targets 5,000 entrepreneurs, adds £1m EDGE deal

Royal Bank of Scotland, owned by NatWest, will expand its Accelerator programme to support 5,000 Scottish entrepreneurs in 2026 and has pledged £1 million to the Scottish EDGE Awards over three years. NatWest bought back 458,962 shares on March 4, with plans to cancel them. The bank’s Glasgow and Edinburgh hubs currently support 1,000 businesses. Scottish EDGE finals are set for June 11 in Edinburgh.
March 5, 2026
Standard Chartered raises 2026 Brent forecast as Hormuz shock keeps oil above $80
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Standard Chartered raises 2026 Brent forecast as Hormuz shock keeps oil above $80

Standard Chartered raised its 2026 Brent crude forecast to $70 a barrel, citing risks from Middle East conflict and disrupted shipping. Brent traded at $83.84 early Thursday as trade through the Strait of Hormuz remained halted and Iraq cut output by 1.5 million barrels a day. War-risk insurance costs have surged five-fold. Goldman Sachs and UBS also lifted oil price forecasts, warning prices could top $100 if disruptions persist.
March 5, 2026
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Stock Market Today

  • Three UK Energy Majors to Watch Through 2026
    May 28, 2026, 1:58 PM EDT. This article highlights three major UK energy companies positioned for investor attention through 2026. It discusses potential market movements and sector challenges amid evolving energy policies and market conditions. Investors should note the risks involved and consult with financial advisors before making decisions. The analysis is based on publicly available information and does not constitute personalized investment advice.