Technology 4 March 2026 - 5 March 2026

Lenovo Legion Go 2 Price Hits $2,849.99 as Memory Crunch Hits Gaming Handhelds
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Lenovo Legion Go 2 Price Hits $2,849.99 as Memory Crunch Hits Gaming Handhelds

Lenovo raised the U.S. list price of its Legion Go 2 handheld with 2TB storage to $2,849.99, nearly double its $1,479.99 launch price. B&H Photo lists the same model at $1,849.99. Rising DRAM and NAND flash prices, driven by AI server demand, are pushing up PC hardware costs. Rival handhelds from Asus and Valve remain far cheaper, with top models at $999.99 and $649.
April 13, 2026
Oracle joins White House power pledge for AI data centers as Oracle earnings near
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Oracle joins White House power pledge for AI data centers as Oracle earnings near

Oracle signed a White House pledge to cover power costs for new AI data centers, joining Google, Microsoft, and Amazon. The agreement aims to prevent rising household electricity bills as data-center construction accelerates. Oracle will report quarterly results on March 10, with investors focused on cloud spending. The pledge is voluntary and lacks enforcement provisions.
March 5, 2026
Fortnite’s back: Alphabet’s Google loosens Play Store billing and cuts Android fees
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Fortnite’s back: Alphabet’s Google loosens Play Store billing and cuts Android fees

Google will allow Android app developers to use their own billing systems and reduce fees, following a settlement with Epic Games that could return Fortnite to the Play Store after five years. The agreement, filed in San Francisco federal court, awaits a judge’s approval with a hearing set for April 9. Google plans to lower its standard in-app purchase fee to 20% and subscription fee to 10%, phasing in changes through 2027.
March 5, 2026
Meta signs White House power pledge as AI data centers put U.S. electricity bills in focus
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Meta signs White House power pledge as AI data centers put U.S. electricity bills in focus

Meta, Amazon, Google, Microsoft, OpenAI, Oracle, and xAI signed a White House pledge to cover new power and grid costs for data centers, aiming to prevent higher household electricity bills. The Trump administration announced the agreement as AI-driven data center expansion faces local opposition and scrutiny over energy use. Critics say the voluntary pledge may be difficult to enforce and may not address power supply delays.
March 4, 2026
Broadcom stock after earnings: AI chip outlook tops estimates, buyback in focus
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Broadcom stock after earnings: AI chip outlook tops estimates, buyback in focus

Broadcom shares rose 1.1% to $317.53 in after-hours trading after forecasting second-quarter revenue of about $22 billion, topping analyst estimates. First-quarter revenue climbed 29% to a record $19.31 billion, with AI chip sales up 106% year-on-year to $8.4 billion. The company authorized a new $10 billion share buyback and kept its dividend unchanged. Investors await further details on margins and AI demand in the earnings call.
March 4, 2026
Amazon stock price jumps after $427 million Virginia campus buy puts AI data centers back in view
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Amazon stock price jumps after $427 million Virginia campus buy puts AI data centers back in view

Amazon shares rose 3.9% to $216.77 in after-hours trading Wednesday after announcing a $427 million purchase of George Washington University’s Virginia Science and Technology campus in Ashburn for new data-center capacity. The company faces zoning hurdles and local power constraints for the site. Investors await Friday’s U.S. jobs report as Amazon projects $200 billion in 2026 capital expenditures.
March 4, 2026
Western Digital stock jumps as CEO flags hyperscaler orders through 2028
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Western Digital stock jumps as CEO flags hyperscaler orders through 2028

Western Digital shares jumped 6.3% to $266.36 Wednesday afternoon, rebounding with storage peers after executives cited longer cloud customer order commitments and a firmer price outlook. CEO Irving Tan said top hyperscale clients have placed orders through 2028. Traders are watching Friday’s U.S. jobs report and the Fed’s March meeting for signals on rates and risk appetite.
March 4, 2026
ServiceNow stock rises as CEO share-buy filing lands and Morgan Stanley chat nears
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ServiceNow stock rises as CEO share-buy filing lands and Morgan Stanley chat nears

ServiceNow shares climbed 1.3% to $114.66 Wednesday afternoon, rebounding after weeks of losses but still 46% below last July’s high. CEO William McDermott bought nearly $3 million in shares last week, according to an SEC filing. The company recently expanded its buyback authorization by $5 billion. McDermott is scheduled to speak at a Morgan Stanley conference later Wednesday.
March 4, 2026
AST SpaceMobile stock jumps after Telus signs Canada satellite-to-phone deal, takes equity stake
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AST SpaceMobile stock jumps after Telus signs Canada satellite-to-phone deal, takes equity stake

TELUS will take an equity stake in AST SpaceMobile and invest in ground infrastructure to support satellite-to-phone service across Canada, the companies said Wednesday. AST shares rose about 12% after the announcement. Service is planned for late 2026 using standard smartphones and low-Earth-orbit satellites. AST reported Q4 revenue of $54.3 million and a net loss of $74 million.
March 4, 2026
Salesforce stock price slips as Formula 1 AI tie-up lands and buyback doubts linger
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Salesforce stock price slips as Formula 1 AI tie-up lands and buyback doubts linger

Salesforce shares fell 0.2% to $195.73 in early afternoon trading Wednesday, tracking weakness across the software sector as investors weigh AI’s impact on subscription models. The company launched an AI-powered “fan companion” for Formula 1 and expanded its buyback program by $30 billion. U.S. private payrolls rose by 63,000 in February, ahead of Friday’s official jobs report. The Fed is expected to hold rates at its March meeting.
March 4, 2026
Nvidia stock rises as AI chip shares bounce; Broadcom earnings and jobs data next
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Nvidia stock rises as AI chip shares bounce; Broadcom earnings and jobs data next

Nvidia shares rose 1.5% to $182.77 after announcing a $4 billion investment in photonics suppliers, lifting other AI-linked chip stocks mid-session. Advanced Micro Devices gained 4.8%, Broadcom added 2.4%, and Super Micro Computer climbed 5.9%. Investors await Broadcom’s earnings after the close and Friday’s U.S. jobs report for further direction. Goldman Sachs flagged near-term correction risks for global equities.
March 4, 2026
MongoDB stock steadies after a brutal slide — why Atlas growth is suddenly the only thing that matters
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MongoDB stock steadies after a brutal slide — why Atlas growth is suddenly the only thing that matters

MongoDB shares rose 0.9% to $254.92 midday Wednesday after a steep drop Tuesday, following muted guidance and slowing growth in its Atlas cloud unit. Fourth-quarter revenue reached $695.1 million, up 27% year over year, with Atlas revenue up 29% but decelerating. Analysts remain divided on whether the outlook signals weaker demand. The company named Erica Volini chief customer officer amid leadership changes.
March 4, 2026
Corning CFO flags $24 billion 2028 sales run rate as AI data-center fiber push accelerates
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Corning CFO flags $24 billion 2028 sales run rate as AI data-center fiber push accelerates

Corning CFO Edward Schlesinger said the company is targeting a $24 billion annual revenue run rate by 2028, driven by increased investment in optical communications for data centers. He highlighted a multiyear agreement with Meta worth up to $6 billion and ongoing manufacturing expansion in North Carolina. Solar remains a secondary growth area, with profitability expected before 2028. Corning shares fell 0.8% Tuesday.
March 4, 2026
Meta’s $50M-a-year News Corp AI deal shows how expensive training data is getting
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Meta’s $50M-a-year News Corp AI deal shows how expensive training data is getting

Meta will pay News Corp up to $50 million a year for U.S. and UK news content under a multiyear licensing deal, the Wall Street Journal reported Wednesday. The agreement is expected to last at least three years as Meta seeks material for its AI products. Meta is also reorganizing AI teams to accelerate product launches. Meta shares rose 2.6% after news of the deal.
March 4, 2026
Palantir stock price rises as Rosenblatt lifts target and Thiel sale plan looms
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Palantir stock price rises as Rosenblatt lifts target and Thiel sale plan looms

Palantir shares rose 3% Wednesday to $151.58 after Rosenblatt raised its price target, citing wartime demand. President Trump announced a federal ban on Anthropic’s Claude tools, with Defense Secretary Hegseth barring military contractors from using them. The Washington Post reported Palantir’s Maven system uses Claude for targeting in Iran. Co-founder Peter Thiel filed to sell up to 2 million shares.
March 4, 2026
Amazon stock jumps nearly 3% as AWS data-center spending and power costs return to the fore
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Amazon stock jumps nearly 3% as AWS data-center spending and power costs return to the fore

Amazon shares rose 2.9% to $214.72 in morning trading Wednesday after the company announced a $21 billion data center investment in Spain and a $427 million campus purchase in Virginia. Amazon will join other tech firms in signing a White House “Ratepayer Protection Pledge” as data-center energy demand grows. The stock rebounded after falling last month on a $200 billion capital spending forecast for 2026.
March 4, 2026
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