News 10 March 2026

Etihad Orders 10 Boeing Jets, Raising Talk of Hard-to-Get 787 Slots
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Stock Market Today: Live Updates 16.07.2026

LIVEMarkets rolling coverageStarted: July 16, 2026, 4:00 AM EDTUpdated: July 16, 2026, 2:54 PM EDT Qantas (ASX: QAN) draws buyers as Project Sunrise aims for 2027 takeoff July 16, 2026, 2:54 PM EDT. Qantas Airways (ASX: QAN) plans to start Project Sunrise in October 2027 with the Airbus A350-1000ULR, targeting non-stop Sydney to London flights. The new plane will seat 238 instead of the standard 410, aiming at premium passengers and higher yields. The stock trades at roughly 10 times earnings and Qantas pays a 3.5% dividend, with payouts backed by current earnings. Most analysts see room for upside in
July 16, 2026
ServiceNow Partners With Cohesity to Safeguard AI Agents as Enterprise Risks Rise
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ServiceNow Partners With Cohesity to Safeguard AI Agents as Enterprise Risks Rise

Santa Clara, California, March 10, 2026, 09:05 PDT ServiceNow has teamed up with data security firm Cohesity, aiming to make it easier for customers to recover AI agents and their data following mishaps, cyberattacks, or accidental changes. This move tacks on a new layer of recovery to ServiceNow’s autonomous enterprise tool ambitions. The two companies said they plan to roll out integrated features connecting ServiceNow’s AI Agent Control Tower with Cohesity Data Cloud later this year.
March 10, 2026
Visa Inc launches AI payment tool as stablecoins and AI shopping reshape checkout
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Visa Inc launches AI payment tool as stablecoins and AI shopping reshape checkout

Visa Inc rolled out its new payment-processing service on March 9, targeting merchant-facing banks with a promise: speedier transaction approvals, even as AI-driven shopping and stablecoins push old infrastructure to the limit. Dubbed Visa Intelligent Authorization, the platform allows acquirers—banks and financial institutions serving merchants—to tap into multiple card networks using just one software integration. Machine learning runs under the hood, scanning each transaction in real time. Company figures show 99.999% uptime and a 96.3% average approval rate for the 12 months ending February 2025, excluding India. Axel Boye-Moller, who heads value-added services for Asia Pacific, described the launch as “built for what’s happening now, and what’s coming next.” Timing is key here: AI shopping assistants are edging nearer to
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

AUSTIN, Texas, March 10, 2026, 10:37 AM CDT Oracle will deliver its third-quarter earnings after Tuesday’s closing bell, and investors aren’t just watching for topline growth. The real question: is the company’s hefty spending on AI infrastructure finally generating returns? Oracle has slated its results for release after market hours, followed by a call at 4:00 p.m. Central Time.
March 10, 2026
Kennewick Moves to Remove Bitcoin ATMs After Nearly $1 Million in Losses as Minnesota and Singapore Flag Crypto Scams
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Kennewick Moves to Remove Bitcoin ATMs After Nearly $1 Million in Losses as Minnesota and Singapore Flag Crypto Scams

KENNEWICK, Washington, March 10, 2026, 08:30 PDT The Kennewick City Council is set to weigh a measure Tuesday that would kick all virtual currency kiosks out of town within 60 days, following police reports tying the machines to $923,771 in losses over 37 cases. These kiosks—Bitcoin ATMs—let users trade crypto for cash or debit. There are 16 locations dotted across Kennewick, mostly tucked into grocery and convenience stores. Already this year, police counted four cases totaling $132,840. A final vote or further discussions are penciled in for March 17.
March 10, 2026
Eli Lilly warns some Medicare patients may pay above $50 for weight-loss drugs
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Eli Lilly warns some Medicare patients may pay above $50 for weight-loss drugs

Eli Lilly said Monday that some basic Medicare Part D plans could end up charging more than the touted $50 monthly out-of-pocket cap for its weight-loss drugs—a hitch in what had been one of the Biden administration’s marquee pledges around new obesity-drug coverage. Most plan options, according to Lilly, should still stick to the cap. Timing is key here: The U.S. Centers for Medicare and Medicaid Services has set out details for the Medicare GLP-1 Bridge, a temporary plan running from July 1 through Dec. 31, 2026. It will allow eligible Part D enrollees to access Zepbound or Wegovy for obesity with a $50 copay, before the wider BALANCE model comes online in 2027. GLP-1 drugs sit at the heart
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

CHARLOTTE, N.C., March 10, 2026, 10:32 AM EDT On Tuesday, Bank of America reported its clients logged roughly 30 billion digital interactions in 2025—a 14% increase from last year. The surge came as more customers relied on tools like Erica, the Zelle payments service, and its suite of corporate cash solutions. Shares ticked up about 0.6% by midmorning.
March 10, 2026
JPMorgan Chase Faces Fresh Legal Pressure as Employee Drug-Cost Suit Moves Ahead
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JPMorgan Chase Faces Fresh Legal Pressure as Employee Drug-Cost Suit Moves Ahead

A federal judge in Manhattan has let key claims move forward in a proposed class action that targets JPMorgan Chase over alleged mismanagement of its health and prescription benefits plan. According to the lawsuit, employees in the country’s biggest bank say they were charged too much for both drugs and premiums. This ruling drops into the middle of an escalating dispute over how large companies oversee drug-plan vendors. It comes on the heels of the U.S. Supreme Court’s April 2025 Cornell decision, which lowered the bar for workers to keep certain ERISA cases alive early on. ERISA is the federal law covering workplace benefit plans.
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 jumped nearly 7% on Tuesday, outrunning the broader market as investors piled back into AI-linked storage names. At 10:44 a.m. ET, the stock traded at $279.59, up 6.7%, while Seagate, Micron and Sandisk were also higher and the SPDR S&P 500 ETF showed only a modest gain. Fresh forecasts pointed to even heavier AI infrastructure spending, the backdrop that has driven Western Digital's rally. Citigroup raised its 2026-2030 global AI capital-spending forecast to $8.9 trillion from $8 trillion and said big cloud companies Amazon, Microsoft, Alphabet and Meta are expected to spend more than $630 billion this year.
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

WASHINGTON, March 10, 2026, 10:41 EDT. UnitedHealth Group Incorporated faces renewed scrutiny as it heads into a scheduled investor event on Tuesday, following a Wall Street Journal report that a congressional committee determined seniors shelled out roughly 10% more for Medicare Part B premiums last year. The increase stems from alleged overpayments to private Medicare Advantage plans, according to the findings. Later Tuesday, the insurer is slated to outline its strategy and go over recent performance at a Barclays healthcare conference, as detailed in a March 9 filing.
March 10, 2026
Hims & Hers Health Stock Jumps Again as Novo Nordisk Deal Ends Wegovy Fight
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Hims & Hers Health Stock Jumps Again as Novo Nordisk Deal Ends Wegovy Fight

Hims & Hers Health climbed for a second day on Tuesday, with shares up roughly 11% at $24.70 in early trading, after Novo Nordisk agreed to make Wegovy and Ozempic available via the telehealth company’s platform. That deal also put an end to a recent patent dispute between the two. The stock had already surged over 40% on Monday. This is significant for Hims, removing a legal and regulatory cloud from its weight-loss operations. The dispute involved compounded GLP-1 drugs—tailor-made alternatives to well-known diabetes and obesity meds—right as the company flagged a $65 million hit in the first quarter and set guidance below what analysts were looking for.
March 10, 2026
NVIDIA Invests in Thinking Machines, Seals Gigawatt Vera Rubin Deal Ahead of GTC
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NVIDIA Invests in Thinking Machines, Seals Gigawatt Vera Rubin Deal Ahead of GTC

Nvidia on Tuesday announced a major investment in Thinking Machines Lab, the startup launched by ex-OpenAI exec Mira Murati, and locked in a multiyear deal to deliver no less than one gigawatt’s worth of its upcoming Vera Rubin systems. Both sides kept the financial details under wraps. Nvidia lands another marquee customer for Vera Rubin, its upcoming AI chip platform, right on the eve of the March 16-19 GTC developer conference in San Jose. This move also pushes Nvidia further along its playbook of funding startups that ultimately become buyers of its own hardware—a tactic now drawing sharper investor scrutiny as AI budgets balloon.
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?

AUSTIN, Texas, March 10, 2026, 08:58 CDT Oracle Corp faces its third-quarter earnings report on Tuesday, with investors watching whether accelerating demand for its AI cloud business will outweigh the hefty data center expenses required to support it. The company plans to unveil results once markets close, followed by a conference call scheduled for 4 p.m. Central Time.
March 10, 2026
Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth
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Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth

Vertiv Holdings Co rolled out a new industrial-grade uninterruptible power supply on Tuesday, targeting factories and rugged environments—an expansion of its power-protection range just before its expected S&P 500 debut on March 23. “Industrial sites deal with electrical instability, heat, and airborne contaminants—conditions that traditional UPS systems aren’t designed for,” said Greg Funk, vice president of modular power converters at Vertiv. Timing is key here: Vertiv’s looking to ride the AI-driven data-center boom into sustained expansion. Back in February, the company projected 2026 net sales between $13.25 billion and $13.75 billion, with adjusted earnings per share of $5.97 to $6.07. Fourth-quarter organic orders surged 252%, driving backlog up to $15 billion. That backlog, CEO Giordano Albertazzi said, gives Vertiv “clear
March 10, 2026
Meta Platforms to Charge Advertisers New Fees in Europe to Cover Digital Taxes
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Meta Platforms to Charge Advertisers New Fees in Europe to Cover Digital Taxes

Meta Platforms is rolling out new “location fees” for advertisers starting July 1 in certain markets, a notice to clients reviewed by Bloomberg shows. The charges are tied to digital services taxes—those country-specific levies aimed at large tech companies’ local ad sales—and hinge on where each ad lands, not the advertiser’s headquarters. Meta has been covering those costs for advertisers up to this point, but that’s changing—brands running ads on Facebook and Instagram in the affected regions will start seeing higher charges. The timing lines up with Meta’s push to wring more from its ad business as it pours money into AI; back in January, Meta projected capital spending for 2026 could land between $115 billion and $135 billion.
March 10, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work
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Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work

Palantir Technologies is dealing with fresh questions around its role in a major Pentagon AI initiative, as Anthropic moved to challenge a U.S. blacklist that barred contractors from using its tech. Early Tuesday, Palantir stock slipped roughly 0.4%. This is suddenly a big deal: Palantir’s Maven Smart Systems, which helps militaries sift through intelligence and targeting data, is running on prompts and workflows that use Anthropic’s Claude. Last week, Reuters put Palantir’s Maven-related contracts at over $1 billion, all riding on that platform.
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

SAN JOSE, Calif., March 10, 2026, 06:51 PDT. Lumentum Holdings is set to join the S&P 500 before the bell on March 23, days after S&P Dow Jones Indices added the optical networking supplier as part of its quarterly rebalance. Having advanced from the S&P MidCap 400, Lumentum’s CEO Michael Hurlston called the move a recognition of the company’s “vital role in helping customers build next-generation AI infrastructure.”
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

SANTA CLARA, California, March 10, 2026, 06:12 PDT Micron Technology said Tuesday it's teaming up with Applied Materials on next-gen DRAM and high-bandwidth memory for AI processors, plus NAND storage chips—an expansion of their U.S. research efforts, announced just ahead of Micron’s fiscal Q2 results March 18. Micron shares last traded at $389.32, up $19.14 on the day.
March 10, 2026
Apple Faces Fresh German Fine Threat After Publishers Reject App Tracking Changes
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Apple Faces Fresh German Fine Threat After Publishers Reject App Tracking Changes

On Tuesday, German publishers and advertisers amped up their demands on Apple, calling on the country's cartel office to block the tech giant’s proposed tweaks to App Tracking Transparency—known as ATT—and instead hit the company with a fine. ATT forces apps to get iPhone users’ permission before tracking them across third-party apps and sites. Still, the trade groups argue that Apple’s planned changes would leave it holding too much sway over advertising data in the mobile ad business. The stakes are climbing. Germany hasn’t decided if Apple’s December proposal is sufficient, and a ruling against the tech giant could draw heavier European attention to a feature Apple touts as boosting privacy. France already hit Apple with a 150 million euro
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 surged 11.6% to close at $588.73 on Monday, leading gains among memory and AI storage plays as buyers jumped back into the sector late. Micron added 5.2%. Western Digital, Sandisk’s former parent, climbed 6.8%. It's become a bigger deal now: Sandisk, which Western Digital spun off last year, has a business that's more sensitive to NAND flash prices than the industry giants. NAND powers solid-state drives by storing data even when they're unplugged, and the recent surge in AI data-center budgets has only made those chips scarcer. Investors will be watching closely when Sandisk executives present at Cantor's tech and industrial growth event this Wednesday, March 11, for fresh signals on how supply and demand are holding up.
March 10, 2026
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