Technology 9 March 2026 - 10 March 2026

Samsung Galaxy Z Fold 8 Wide Leak Gains Momentum as Tri-Fold Patent Surfaces Before July Unpacked
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Samsung Galaxy Z Fold 8 Wide Leak Gains Momentum as Tri-Fold Patent Surfaces Before July Unpacked

Samsung is expected to unveil a wider Galaxy Z Fold model, possibly called the Z Fold 8 Wide, at its Galaxy Unpacked event in London on July 22, according to Korean media and recent leaks. Patent filings also show Samsung exploring a tri-fold device with a squarer display. The new model may feature a 4:3 aspect ratio and renewed S Pen support. Rival Huawei launches its Pura X Max wide foldable in China on April 20.
April 15, 2026
Booking Holdings Inc. Common Stock (BKNG) Falls as Oil Shock Tests Travel Demand After AI Relief Rally
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Booking Holdings Inc. Common Stock (BKNG) Falls as Oil Shock Tests Travel Demand After AI Relief Rally

Booking Holdings shares fell 1.8% to about $4,362 by midday Tuesday, following a sector-wide drop as rising oil prices rattled travel stocks. Expedia lost 4.1%, Airbnb slipped 1.2%, and Tripadvisor dropped 4.1%. Booking recently reported strong Q4 results and announced a 25-to-1 stock split for April 2. Rising fuel costs and higher fares are raising concerns about future travel demand.
March 10, 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

ServiceNow and Cohesity announced a partnership Tuesday to enable rapid restoration of AI agents and their data after errors or attacks, integrating ServiceNow’s AI Agent Control Tower with Cohesity Data Cloud later this year. The move comes as more businesses deploy autonomous AI agents, raising the stakes for recovery and resilience. ServiceNow shares fell about 3.2% in early trading.
March 10, 2026
Caterpillar Inc. Lands $840 Million Atlas Power Deal as AI Data Center Power Crunch Deepens
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Caterpillar Inc. Lands $840 Million Atlas Power Deal as AI Data Center Power Crunch Deepens

Atlas Energy Solutions agreed to buy about $840 million in Caterpillar power-generation equipment through 2029, securing roughly 1.4 gigawatts of capacity. The deal comes as data center growth strains the U.S. grid and developers shift to on-site generation. Caterpillar shares rose 3% after the announcement. Atlas expects to own around 2 gigawatts of generation assets by 2030.
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

Oracle will report third-quarter results after markets close Tuesday, with investors watching for signs its AI infrastructure spending is paying off. Shares are down over 20% this year as Oracle plans to raise up to $50 billion for cloud expansion. Wall Street expects adjusted earnings of about $1.70 a share on up to $16.9 billion in revenue. The company’s backlog hit $523 billion last quarter, boosted by deals with Meta and NVIDIA.
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

Bank of America reported 30 billion digital client interactions in 2025, a 14% increase from the previous year, driven by use of its Erica assistant and Zelle payments. Shares rose 0.6% in midmorning trading. Erica handled nearly 700 million client uses, while Zelle saw 1.8 billion payments worth $556 billion. Mobile approvals on CashPro reached a record $1.2 trillion.
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 rose 6.7% to $279.59 Tuesday, outpacing the S&P 500 after Citigroup raised its global AI capital-spending forecast to $8.9 trillion for 2026-2030. The company reported 25% higher second-quarter sales and projected $3.2 billion in March-quarter revenue. Western Digital plans to raise $3.17 billion by selling part of its Sandisk stake. Deutsche Bank upgraded tech sector ratings to "neutral."
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?

Oracle will report third-quarter results after markets close Tuesday, as investors watch whether AI cloud demand can offset soaring data center costs. Shares fell 1.4% in early trading. Oracle plans to raise up to $50 billion this year for cloud expansion and may cut thousands of jobs, according to Bloomberg. Analysts expect revenue of $16.9 billion and adjusted EPS of $1.70.
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 on Tuesday launched an industrial-grade UPS for factories and harsh sites, expanding its lineup before its March 23 S&P 500 entry. The company completed a $2.1 billion bond offering and secured a $2.5 billion credit facility this month. Vertiv forecasts 2026 net sales up to $13.75 billion after a surge in orders and backlog. The industrial UPS market includes established rivals Eaton and Schneider Electric.
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

Anthropic sued to overturn a Pentagon blacklist barring its AI from military contracts, raising uncertainty for Palantir’s $1 billion Maven program, which uses Anthropic’s Claude. Palantir shares fell 0.4% early Tuesday. U.S. agencies have begun phasing out Anthropic products, switching to OpenAI and Google. The Pentagon has signed separate AI deals worth up to $200 million each with Anthropic, OpenAI, and Google.
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

Lumentum Holdings will join the S&P 500 on March 23 after S&P Dow Jones Indices named it in the benchmark’s quarterly rebalance. The move follows Nvidia’s $2 billion investment in Lumentum and multibillion-dollar purchase commitments for advanced laser components. Lumentum reported fiscal Q2 revenue of $665.5 million, up 65.5% from a year earlier, and forecasted up to $830 million for the current quarter.
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

Micron Technology will partner with Applied Materials on advanced DRAM and NAND chip development, expanding U.S. research as AI demand strains memory supply. Micron shares rose to $389.32, up $19.14. Engineers in Silicon Valley and Boise will focus on new materials and chip architectures. The move comes as rivals Samsung and SK Hynix lead in high-bandwidth memory shipments for AI systems.
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

German publishers and advertisers urged the country's cartel office to reject Apple's proposed changes to App Tracking Transparency and impose a fine, arguing the revisions still give Apple too much control over ad data. The regulator is reviewing Apple's December offer and has not ruled out penalties. France fined Apple €150 million over ATT last year. Apple shares rose 0.9% in U.S. premarket trading Tuesday.
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 shares jumped 11.6% to $588.73 on Monday, outpacing Micron and Western Digital as investors bought into memory and AI-linked storage stocks. The company reported second-quarter revenue of $3.03 billion, up 31% from the prior quarter, and forecasted stronger-than-expected Q3 results. Analyst Mehdi Hosseini reiterated a Buy rating and $1,000 price target, citing tight NAND supply and rising AI demand.
March 10, 2026
Rightmove plc Shares Slip Despite Fresh Buyback as AI Spending Doubts Linger
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Rightmove plc Shares Slip Despite Fresh Buyback as AI Spending Doubts Linger

Rightmove repurchased 210,000 shares Monday, but shares closed down 2.7% at 453 pence, leaving the stock 45% below its 52-week high. The company kept its 2026 revenue growth forecast at 8–10% but expects profit growth to slow as margins dip during heavier investment. Rightmove remains in the FTSE 100 after review. Analysts are divided on whether AI spending will boost growth or pressure margins.
March 10, 2026
RELX PLC extends share buyback after AI selloff, tops 23 million shares in 2026 (Investegate)
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RELX PLC extends share buyback after AI selloff, tops 23 million shares in 2026 (Investegate)

RELX PLC repurchased 500,000 shares Monday for about £13.2 million, bringing 2026 buybacks to 23.23 million shares. The company is executing a £2.25 billion buyback plan amid a sector selloff triggered by new generative AI tools. Treasury shares now total 27.34 million, with 1.801 billion ordinary shares outstanding. UBS AG London Branch is managing the current tranche, set to end March 20.
March 9, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Overhaul
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Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Overhaul

Anthropic sued the Pentagon on Monday, challenging its blacklisting and seeking to block enforcement of the “supply-chain risk” designation. Palantir’s Maven military software, partly built with Anthropic’s Claude model, now faces a forced rewrite, threatening over $1 billion in Defense Department contracts. Palantir shares fell 1.28% to $155.16. Microsoft-backed OpenAI and Lockheed Martin are moving to remove Anthropic tools from military projects.
March 9, 2026
SoFi Technologies Shares Fall 4% as Oil Shock Overshadows CEO Buy, Mastercard Stablecoin Deal
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SoFi Technologies Shares Fall 4% as Oil Shock Overshadows CEO Buy, Mastercard Stablecoin Deal

SoFi Technologies shares fell 3.7% to $18.21 by midday Monday as surging oil prices fueled inflation concerns and pressured online lenders. CEO Anthony Noto bought $1 million in shares on March 2, and SoFi announced a new Mastercard partnership involving its SoFiUSD crypto token. Broader market weakness and inflation fears outweighed recent company moves. Affirm and Upstart shares also declined.
March 9, 2026
Constellation Software Q4 profit tumbles 61% despite revenue jump as Asseco charge bites
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Constellation Software Q4 profit tumbles 61% despite revenue jump as Asseco charge bites

Constellation Software’s Q4 net income attributable to common shareholders dropped 61% to $110 million, hit by a $155 million expense tied to Asseco’s share price, while revenue rose 18% to $3.18 billion. Organic growth was 6%. The company completed $571 million in acquisitions and declared a $1.00 dividend. Year-end cash less debt improved to negative $1.04 billion.
March 9, 2026
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