Stock Market 3 March 2026 - 4 March 2026

Sandisk Stock Pulls Back After Nasdaq-100 Boost as Evercore Sees $1,200 on AI Storage Demand

Sandisk Stock Pulls Back After Nasdaq-100 Boost as Evercore Sees $1,200 on AI Storage Demand

Sandisk shares fell 2.2% to $932.01 Tuesday after a record 11.8% jump Monday, ahead of its addition to the Nasdaq-100 on April 20. Evercore ISI set a $1,200 price target, citing AI-driven NAND demand, while Citi raised its target to $980. Sandisk and China’s YMTC each held 11.8% of the global NAND market last year. The company reports fiscal Q3 results on April 30.
April 14, 2026
GE Vernova stock price drops 4% as Wall Street turns defensive; Italy expansion, Proficy sale in focus

GE Vernova stock price drops 4% as Wall Street turns defensive; Italy expansion, Proficy sale in focus

GE Vernova shares fell 4.4% to $842 Tuesday, touching a low of $812 before steadying after hours. The drop followed a broader market decline amid concerns over Middle East conflict and rising oil prices. GE Vernova announced a $30 million expansion of its Italian plant and completed the $600 million sale of its Proficy software business to TPG.
March 4, 2026
JPMorgan stock ticks up after hours as oil surge lifts yields; jobs report and Fed meeting ahead

JPMorgan stock ticks up after hours as oil surge lifts yields; jobs report and Fed meeting ahead

JPMorgan Chase shares rose 0.9% to $300.26 in after-hours trading Tuesday as Treasury yields climbed and traders pushed back expectations for a Fed rate cut to September. Wall Street closed lower on concerns the Middle East conflict could fuel inflation. The S&P 500 fell 0.94%. Investors are awaiting U.S. jobs data on March 6 and the Fed’s policy meeting later this month.
March 4, 2026
Oracle stock (ORCL) steadies near $149 after-hours as March 10 earnings date set, lawsuit deadline looms

Oracle stock (ORCL) steadies near $149 after-hours as March 10 earnings date set, lawsuit deadline looms

Oracle shares slipped 0.2% after-hours Tuesday, trading near $149, following the announcement that fiscal Q3 results will be released March 10 after market close. A securities-fraud class action lawsuit was filed against Oracle, with an April 6 deadline for lead-plaintiff applications. The complaint cites alleged misstatements about AI data-center capabilities and capex.
March 3, 2026
Netflix stock edges up after hours as JPMorgan turns bullish and CFO sale hits tape

Netflix stock edges up after hours as JPMorgan turns bullish and CFO sale hits tape

Netflix shares rose 0.6% to $97.70 in after-hours trading Tuesday after JPMorgan upgraded the stock to “overweight” with a $120 target. A Form 4 filing showed CFO Spencer Neumann sold 57,260 shares under a preset plan. Investors are watching for his comments at a conference Wednesday. The moves follow Netflix’s exit from a major acquisition and a $2.8 billion termination fee.
March 3, 2026
AMD stock slides nearly 4% as oil surge rattles chip shares — what traders watch next

AMD stock slides nearly 4% as oil surge rattles chip shares — what traders watch next

AMD shares fell 3.9% to $190.95 Tuesday and slipped another 0.15% after hours, tracking a broader semiconductor selloff as oil surged 4.7% on Middle East tensions. CEO Lisa Su said enterprise demand remains strong and AMD is seeking China licenses for its MI325 chips. Insider filings showed CFO Jean Hu and CCO Philip Guido disposed of shares for tax withholding. Investors weighed AMD’s $60 billion AI chip deal with Meta.
March 3, 2026
Micron stock price drops about 8% as risk-off hits memory chips — here’s what MU traders watch next

Micron stock price drops about 8% as risk-off hits memory chips — here’s what MU traders watch next

Micron shares fell 8% to $379.83 in after-hours trading Tuesday, hitting a session low of $375.11 as memory chip stocks slumped. The company announced it is shipping samples of a 256GB low-power server memory module for AI data centers. U.S. stocks broadly declined amid rising oil prices and Middle East tensions. About 38 million Micron shares traded hands.
March 3, 2026
FuboTV stock gets a fresh ‘Hold’ call: $3.33 target, insider sale and a looming reverse split

FuboTV stock gets a fresh ‘Hold’ call: $3.33 target, insider sale and a looming reverse split

Analysts maintained a “Hold” rating on fuboTV with a $3.33 average price target, MarketBeat reported Monday. Shares traded near $1.20 Tuesday, close to their 52-week low. CEO David Gandler sold 170,279 shares in January to cover taxes on vested awards, according to an SEC filing. Fubo reported $1.549 billion in quarterly revenue and a net loss of $19.1 million.
March 3, 2026
Spotify stock bucks Wall Street slump as oil shock hits markets; what SPOT traders watch next

Spotify stock bucks Wall Street slump as oil shock hits markets; what SPOT traders watch next

Spotify shares climbed 2% to $517.60 Tuesday, rebounding from a session low of $491, as about 2.15 million shares changed hands. The broader U.S. market fell amid rising oil prices and Middle East tensions. Spotify launched a new content hub in Latin America and faces a $1.5 billion note maturity on March 15. U.S. crude settled up 4.7% at $74.56 a barrel.
March 3, 2026
Analog Devices stock sinks nearly 4% as oil spike rattles chips; what ADI investors watch next

Analog Devices stock sinks nearly 4% as oil spike rattles chips; what ADI investors watch next

Analog Devices shares fell nearly 4% to $338.69 Tuesday as chip stocks slid on inflation fears tied to surging oil prices and Middle East tensions. The iShares Semiconductor ETF dropped 4.8%, while Texas Instruments and Microchip Technology also declined. Analog Devices CFO cited strong industrial and data center demand at a Morgan Stanley event. The company’s $1.10 dividend is payable March 17.
March 3, 2026
Rocket Lab stock swings as CEO files to sell shares; Cantor lifts target to $85

Rocket Lab stock swings as CEO files to sell shares; Cantor lifts target to $85

Rocket Lab shares rose 0.3% to $71.16 Tuesday after CEO Peter Beck filed to sell up to 28,761 shares worth about $2 million. The stock swung nearly 10% intraday. Cantor Fitzgerald raised its price target to $85 following the Geost acquisition, while other analysts cited delays in the Neutron rocket program. Rocket Lab reported record annual revenue of $602 million and a $1.85 billion backlog.
March 3, 2026
Palo Alto Networks stock jumps after Wells Fargo starts coverage; PANW bucks tech selloff

Palo Alto Networks stock jumps after Wells Fargo starts coverage; PANW bucks tech selloff

Palo Alto Networks shares jumped 4% to $156.21 Tuesday after Wells Fargo began coverage with a $200 price target, citing a favorable entry point despite recent declines. The gain came as U.S. stocks broadly fell on Middle East tensions. Palo Alto announced new AI and 5G security partnerships at Mobile World Congress. Investors remain wary after the company cut its 2026 profit forecast last month due to higher acquisition costs.
March 3, 2026
UnitedHealth stock price today: UNH slides as Medicare scrutiny and risk-off trade hit insurers

UnitedHealth stock price today: UNH slides as Medicare scrutiny and risk-off trade hit insurers

UnitedHealth Group shares fell 2.1% to $288.79 Tuesday, tracking losses in major health insurers as Wall Street slid on inflation and Middle East conflict concerns. The Centers for Medicare & Medicaid Services told Elevance it may suspend new enrollments in its Medicare Advantage drug plans over regulatory deficiencies. UnitedHealth filed a new shelf registration and named Dennis Stankiewicz chief accounting officer.
March 3, 2026
Robinhood stock slips in afternoon trade as markets wobble; “Take Flight” keynote and advisor network in focus

Robinhood stock slips in afternoon trade as markets wobble; “Take Flight” keynote and advisor network in focus

Robinhood shares fell 1.9% to $77.30 Tuesday as U.S. stocks and bitcoin declined. The company and its TradePMR unit launched a pilot “Robinhood Advisor Network” for select employees, with a wider rollout planned for Q2. Investors await the “Take Flight” product event on March 4. CFO Shiv Verma reported $5.5 billion in net deposits for February.
March 3, 2026
Bloom Energy stock slides nearly 6% as Wall Street rout blunts fresh AI data-center call

Bloom Energy stock slides nearly 6% as Wall Street rout blunts fresh AI data-center call

Bloom Energy shares dropped 5.8% to $156.41 in midday trading Tuesday, reversing part of their 2024 rally. Melius Research cited surging AI data-center demand for on-site fuel cells but warned the stock looks expensive. Traders are watching Bloom’s March conference appearances and its next earnings report, expected May 6. Broader market losses and rising energy prices also pressured the stock.
March 3, 2026
MongoDB (MDB) stock tumbles 20% on cautious outlook — the details Wall Street is parsing

MongoDB (MDB) stock tumbles 20% on cautious outlook — the details Wall Street is parsing

MongoDB shares fell 20.4% to $258.63 Tuesday after the company issued a weaker-than-expected first-quarter profit outlook and reported slightly slower growth in its Atlas cloud database product. The drop erased about $7.5 billion in market value. Atlas revenue grew 29% in the fourth quarter, while total revenue rose 27% to $695.1 million. Broader software stocks traded unevenly as investors awaited Friday’s U.S. jobs report.
March 3, 2026
India stock market today: Holi shuts NSE/BSE, oil shock keeps Nifty and Sensex on edge

India stock market today: Holi shuts NSE/BSE, oil shock keeps Nifty and Sensex on edge

India’s stock markets were closed Tuesday for Holi after the Nifty 50 and Sensex fell sharply Monday on surging oil prices tied to Middle East conflict. The rupee slid 0.5% to 91.47 per dollar, its weakest in a month, as the Reserve Bank of India likely intervened. Bond yields are expected to stay volatile; February services PMI data is due Wednesday. Indian firms cut gas supplies after Qatar halted LNG production.
March 3, 2026
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