Technology 5 March 2026

OpenAI Codex Update Turns the Mac App Into a Desktop AI Agent With Browser, Memory and More
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OpenAI Codex Update Turns the Mac App Into a Desktop AI Agent With Browser, Memory and More

OpenAI on Thursday released a major Codex update allowing its desktop app to control Mac software with its own cursor, add an in-app browser, generate images, and automate tasks. The rollout begins today for Codex desktop users signed in with ChatGPT. Over 3 million developers use Codex weekly, according to OpenAI. Some features remain unavailable in the EU and UK at launch.
April 16, 2026
Intel back in Washington spotlight as senators press China-linked tool tests and 18A plans shift
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Intel back in Washington spotlight as senators press China-linked tool tests and 18A plans shift

U.S. senators Warren and Cotton pressed Intel CEO Lip-Bu Tan to explain reports the company tested ACM Research chipmaking tools linked to Chinese firms on a U.S. trade blacklist. Intel said ACM tools are not used in its production and that it complies with U.S. laws. CFO David Zinsner said Intel is reconsidering offering its 18A chipmaking process to outside customers.
March 5, 2026
Coinbase, Microsoft disrupt “Tycoon 2FA” phishing network as crypto rules hit another snag
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Coinbase, Microsoft disrupt “Tycoon 2FA” phishing network as crypto rules hit another snag

Coinbase said it helped disrupt Tycoon 2FA, a phishing service used to bypass multi-factor authentication, tracing crypto payments to a suspected administrator in Pakistan. Microsoft seized 330 domains linked to the operation under a New York court order. Cloudflare banned thousands of related domains. Coinbase shares fell 0.8% Thursday after a 15% jump Wednesday as bitcoin neared $74,000.
March 5, 2026
AppLovin stock climbs as Axon expands AI-generated interactive ads and automated video tests
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AppLovin stock climbs as Axon expands AI-generated interactive ads and automated video tests

AppLovin shares rose about 4% after the company said it is expanding access to AI-generated interactive ads on its Axon platform and testing automated video creation. The company plans a broader rollout of these features early in the second quarter. AppLovin reported a “significant share” of HTML ad spend now comes from AI-generated ads. The company remains under SEC investigation.
March 5, 2026
Meta Platforms opens WhatsApp to rival AI chatbots in Europe — but charges a fee
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Meta Platforms opens WhatsApp to rival AI chatbots in Europe — but charges a fee

Meta will allow third-party AI chatbots to access WhatsApp’s Business API in Europe for 12 months, charging fees between €0.0490 and €0.1323 per message. EU antitrust regulators are considering interim measures over access restrictions. Rival developers say the pricing still blocks competition. Meta faces similar regulatory action in Italy and Brazil.
March 5, 2026
Needham hikes Lumentum target to $850 after Nvidia laser deal — what Wall Street is watching next
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Needham hikes Lumentum target to $850 after Nvidia laser deal — what Wall Street is watching next

Needham raised its Lumentum price target to $850 from $550 after Nvidia committed to buy high-power lasers from 2027 to 2029. Lumentum shares fell 2% to $667.30 early Thursday. Nvidia invested $2 billion in Lumentum through preferred shares, pending antitrust review. CEO Michael Hurlston and CTO Matt Sysak will speak at OFC 2026 in Los Angeles this month.
March 5, 2026
Palantir’s Pentagon Maven AI tool caught in Anthropic Claude ban — what PLTR investors are watching
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Palantir’s Pentagon Maven AI tool caught in Anthropic Claude ban — what PLTR investors are watching

Palantir Technologies is removing Anthropic’s Claude AI from its Pentagon-facing Maven Smart Systems after President Trump ordered a government-wide ban on Anthropic, sources said. Palantir may need months to rebuild software tied to Maven. Lockheed Martin said it would comply with the directive; General Dynamics and RTX declined to comment. Palantir shares rose 0.7% to $154.20, valuing the company at about $433 billion.
March 5, 2026
Apple’s $599 MacBook Neo is here — and it’s aimed at budget laptops
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Apple’s $599 MacBook Neo is here — and it’s aimed at budget laptops

Apple introduced the $599 MacBook Neo, its lowest-priced Mac laptop in years, with deliveries starting March 11. The Neo ships with 8GB of unified memory amid a global memory-chip crunch and targets Chromebooks and low-end Windows PCs. Apple shares fell 1.3% to $259.20 after the announcement. The launch follows this week’s refresh of MacBook Air and Pro models with new M5-series chips.
March 5, 2026
Broadcom stock jumps as CEO flags $100 billion AI chip sales, buyback plan
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Broadcom stock jumps as CEO flags $100 billion AI chip sales, buyback plan

Broadcom shares rose about 5% after CEO Hock Tan projected AI chip sales will top $100 billion in 2027. The company reported first-quarter revenue up 29% to $19.3 billion, with AI revenue doubling to $8.4 billion. Broadcom announced a $10 billion share repurchase program through 2026. Investors remain cautious about continued AI infrastructure spending amid supply constraints.
March 5, 2026
Moderna’s $2.25 billion patent settlement clears a major cloud over its COVID vaccine tech
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Moderna’s $2.25 billion patent settlement clears a major cloud over its COVID vaccine tech

Moderna will pay $950 million to Arbutus Biopharma and Genevant Sciences in the third quarter of 2026 to settle mRNA vaccine patent litigation, with no future royalties owed. The deal, reached before a Delaware jury trial, includes a court judgment of infringement and a non-exclusive license for lipid nanoparticle technology. Moderna’s stock jumped after the news. An additional $1.3 billion could be owed, depending on an ongoing appeal.
March 5, 2026
UiPath adds Switzerland data residency for GenAI Activities — why PATH investors are watching
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UiPath adds Switzerland data residency for GenAI Activities — why PATH investors are watching

UiPath added Switzerland as a data residency option for its Integration Service and GenAI Activities, storing customer data within Swiss borders. Shares rose 0.2% to $11.07 in U.S. premarket trading Thursday, ahead of results due March 11. The company also updated Automation Cloud license tracking and tightened Document Understanding access controls. UiPath last reported quarterly revenue of $411 million, up 16% year over year.
March 5, 2026
Netflix plugs Amazon and Yahoo data into its ad tier — and rolls out a new measurement tool
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Netflix plugs Amazon and Yahoo data into its ad tier — and rolls out a new measurement tool

Netflix will introduce new ad-targeting options through Amazon DSP and Yahoo DSP in the U.S. starting in the second quarter. The company is also launching a Conversion API to help advertisers track campaign results. Netflix expects its ad business to nearly double this year, according to CFO Spencer Neumann. Shares rose about 1% to $98.66 in premarket trading Thursday.
March 5, 2026
Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild
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Palantir’s Pentagon AI Tool Hit by Anthropic Ban, Forcing Risky Rebuild

Palantir must remove Anthropic’s Claude AI from its Maven Smart Systems after a Trump administration order halted contractor work with Anthropic. The overhaul could take months and affects U.S. defense contracts worth over $1 billion. Lockheed Martin and other contractors face similar pressure as Washington considers labeling Anthropic a supply-chain risk. Palantir, the Pentagon, and Anthropic declined to comment.
March 5, 2026
Intel’s 18A rethink: why CEO Lip-Bu Tan may sell the tech outside after all
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Intel’s 18A rethink: why CEO Lip-Bu Tan may sell the tech outside after all

Intel CEO Lip-Bu Tan is reconsidering offering the company’s 18A chipmaking process to outside customers, CFO David Zinsner said Wednesday. The move marks a shift from Intel’s previous strategy to reserve 18A for internal use. Intel shares rose about 6% following the remarks. The comments come days after Intel announced board chair Frank Yeary will retire in 2026, to be succeeded by Craig H. Barratt.
March 5, 2026
Affirm shares climb after Stripe adds its buy-now-pay-later option to AI checkout tokens
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Affirm shares climb after Stripe adds its buy-now-pay-later option to AI checkout tokens

Affirm said it will support Stripe’s Shared Payment Tokens, allowing AI shopping agents to offer Affirm’s pay-over-time plans at checkout. Stripe said the system lets agents initiate payments with shopper permission without exposing sensitive credentials. Affirm shares rose about 6% in premarket U.S. trading. The feature will roll out to Stripe’s direct merchants first, then more broadly later this year.
March 5, 2026
Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin
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Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin

Nvidia has halted production of H200 AI chips for China and shifted some TSMC capacity to its next-generation Vera Rubin hardware, the Financial Times reported Thursday. The move comes ahead of Nvidia’s GTC conference in San Jose later this month. Nvidia and TSMC did not immediately comment. U.S. export controls continue to limit Nvidia’s China sales despite recent license approvals.
March 5, 2026
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