Technology 3 March 2026 - 4 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
Micron’s 256GB SOCAMM2 memory sample hits customers — and MU shares rebound
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Micron’s 256GB SOCAMM2 memory sample hits customers — and MU shares rebound

Micron began shipping samples of a 256GB low-power server memory module for AI data centers, using a new SOCAMM2 form factor and LPDDR5X technology. Shares rose about 3% to $390.10 Wednesday after an 8% drop Tuesday. The module is built on a 32Gb monolithic LPDRAM die and targets power and space limits in AI servers. Rivals Samsung and SK hynix are also developing similar modules.
March 4, 2026
Nio orders hit 2026 high after March promos, Deutsche Bank says — but wait times shrink
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Nio orders hit 2026 high after March promos, Deutsche Bank says — but wait times shrink

Nio’s weekly new orders rose to about 3,500 units in early March, the highest level this year, Deutsche Bank said, citing dealer checks. Wait times for the ES8 SUV dropped from up to 14 weeks in February to as little as 4 weeks, suggesting a shrinking order backlog. Nio shares fell for a fifth straight day Tuesday. The company reports quarterly results next week.
March 4, 2026
Nokia taps Google Cloud ‘agentic AI’ as Vodafone, Orange join its Network as Code push
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Nokia taps Google Cloud ‘agentic AI’ as Vodafone, Orange join its Network as Code push

Nokia said it will expand its Network as Code platform to include Vodafone, Deutsche Telekom, and Orange, and integrate Google Cloud’s agentic AI into network APIs. The move comes as operators seek new 5G revenue and automation options. Nokia also announced new deals with TIM Brasil and Deutsche Telekom on AI-ready 5G networks. OP Corporate Bank downgraded Nokia to “reduce” with a target price of 6.30 euros.
March 4, 2026
SoFi’s SoFiUSD stablecoin gets a Mastercard settlement lane — and traders are watching
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SoFi’s SoFiUSD stablecoin gets a Mastercard settlement lane — and traders are watching

SoFi said it will let clients settle Mastercard card transactions using its SoFiUSD stablecoin, expanding a partnership with Mastercard. SoFi Bank and Galileo clients are expected to get the option first. The announcement follows CEO Anthony Noto’s $1 million SoFi share purchase last week. SoFiUSD is not FDIC-insured and is backed 1:1 by cash or equivalents.
March 4, 2026
Nvidia’s $4 billion photonics bet: why its Lumentum and Coherent deals matter now
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Nvidia’s $4 billion photonics bet: why its Lumentum and Coherent deals matter now

Nvidia will invest $2 billion each in Lumentum and Coherent under multiyear optics deals, securing supply of lasers and optical networking components for AI data centers. Shares of Lumentum rose 5%, Coherent 9% after the news. The agreements include multibillion-dollar purchase commitments and capacity rights. Nvidia plans to detail its strategy at the GTC conference in San Jose starting March 16.
March 4, 2026
BNAI stock jumps as Brand Engagement Network puts its AI Concierge live at Armenia’s Dvin resort
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BNAI stock jumps as Brand Engagement Network puts its AI Concierge live at Armenia’s Dvin resort

Brand Engagement Network shares rose 23% to $52.30 in premarket trading after announcing a live guest trial of its AI concierge at Seven Visions Resort & Places, The Dvin in Yerevan, Armenia. The system routes guest requests for room service, housekeeping, and bookings directly to hotel staff. The rollout covers select rooms and uses QR codes and messaging. The company’s market value is about $249 million.
March 4, 2026
Alibaba’s Qwen AI boss steps down as exits hit key model team
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Alibaba’s Qwen AI boss steps down as exits hit key model team

Lin Junyang, head of Alibaba’s Qwen AI division, said he is stepping down, marking the third senior departure from the team this year. Alibaba shares fell about 4% in Hong Kong trading on Wednesday. The company has released over 400 Qwen models since 2023, downloaded more than 1 billion times, according to Chinese media. The reasons for Lin’s exit were not disclosed.
March 4, 2026
Lam Research stock slides after CFO stock sale; Bettinger talks $135 billion chip-tool market
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Lam Research stock slides after CFO stock sale; Bettinger talks $135 billion chip-tool market

Lam Research shares fell about 6% in premarket trading Wednesday after filings showed CFO Doug Bettinger sold $9.3 million in stock and Chief Legal Officer Ava Harter sold 4,000 shares. Neither sale was under a preset trading plan. Bettinger told a Morgan Stanley conference he expects wafer-fab equipment spending to reach $135 billion in 2026. Lam goes ex-dividend Wednesday, with a $0.26 per share payout set for April 8.
March 4, 2026
Nuburu (BURU) signs Maddox Defense JV for mobile 3D printing of drone parts
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Nuburu (BURU) signs Maddox Defense JV for mobile 3D printing of drone parts

Nuburu signed a binding joint venture with Maddox Defense to develop a mobile 3D-printing system for drone and defense parts, funding up to $4 million for Phase I. The partners plan to form a 60/40 commercialization company if initial tests succeed. Nuburu shares traded at $0.28 pre-market. The company recently completed a reverse stock split after a trading halt on NYSE American.
March 4, 2026
ServiceNow closes Veza deal: the $1.25B identity-security bet tied to AI agents
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ServiceNow closes Veza deal: the $1.25B identity-security bet tied to AI agents

ServiceNow closed its acquisition of identity security firm Veza on March 2, integrating Veza’s access controls into its Security and Risk products. Veza, based in Los Gatos, California, has 230 employees and nearly 150 enterprise customers. ServiceNow registered 854,359 shares for Veza employees as part of the deal, previously valued at about $1.25 billion in cash. Financial terms were not updated at closing.
March 4, 2026
Intuit stock pops after-hours after a 3% jump as TurboTax store push comes back into view
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Intuit stock pops after-hours after a 3% jump as TurboTax store push comes back into view

Intuit shares climbed 3.5% to $433.35 in after-hours trading Tuesday, marking a fifth straight gain on above-average volume despite a falling S&P 500. The move follows management’s push for nearly 600 new local offices and more assisted tax filing during peak season. CEO Sasan Goodarzi cited strong TurboTax growth but flagged Mailchimp weakness. Intuit remains down 47% from its 52-week high.
March 4, 2026
GOOG stock slips after-hours as Apple-Siri cloud talks and oil fears keep Alphabet in focus
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GOOG stock slips after-hours as Apple-Siri cloud talks and oil fears keep Alphabet in focus

Alphabet Class C shares closed at $303.52, down 0.93%, and slipped further to $303.56 after hours. The drop followed a broader Wall Street decline as investors watched Middle East tensions and rising oil prices. Apple is reportedly in talks to host an upgraded Siri on Google Cloud, citing capacity limits in its own infrastructure. Alphabet’s $0.21 dividend is set for March 16 to holders as of March 9.
March 3, 2026
Lumentum stock drops 11% after Nvidia’s $2 billion optics deal details land
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Lumentum stock drops 11% after Nvidia’s $2 billion optics deal details land

Lumentum Holdings shares dropped 11.3% to $694.43 in after-hours trading Tuesday, reversing gains after Nvidia’s $2 billion investment. Nvidia bought 2.88 million Series A convertible preferred shares at $695.31 each, but conversion to common stock awaits U.S. antitrust clearance. CFO Ali Wajid sold 5,302 shares last week. Lumentum will brief investors March 17 at the OFC 2026 conference.
March 3, 2026
Meta stock edges higher after-hours as report flags new AI shopping tool to rival ChatGPT, Gemini
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Meta stock edges higher after-hours as report flags new AI shopping tool to rival ChatGPT, Gemini

Meta shares rose 0.25% in after-hours trading Tuesday after reports the company is testing a shopping feature inside its AI chatbot. The tool, confirmed by Meta, shows product images, prices, and brief explanations, but does not support in-chat checkout. Some U.S. users have access on the Meta AI web experience. Meta declined to provide further details on rollout or monetization.
March 3, 2026
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