Technology 4 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
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
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
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