Technology 28 February 2026 - 1 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
Sandisk stock price: SNDK slides on insider filings as traders brace for a busy week
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Sandisk stock price: SNDK slides on insider filings as traders brace for a busy week

Sandisk shares fell 2.5% to $635.36 on Friday after SEC filings showed insider share sales for tax withholding by top executives. The drop followed recent stock supply moves by former parent Western Digital and comes ahead of Sandisk’s appearance at a major tech conference on March 3. Investors are watching for signals on demand and supply as macroeconomic data looms this week.
March 1, 2026
Micron stock: India chip plant starts production, MU traders turn to Monday and March earnings
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Micron stock: India chip plant starts production, MU traders turn to Monday and March earnings

Micron Technology said it has started commercial production at a new semiconductor assembly and test facility in Sanand, India. The company marked the opening by delivering its first made-in-India memory modules to Dell Technologies. Micron shares closed down 0.8% Friday at $412.37 amid a broader tech selloff. Investors await Micron’s March 18 earnings call for further guidance.
March 1, 2026
Nasdaq week ahead: Iran strikes, oil shock risk and jobs data hang over tech stocks
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Nasdaq week ahead: Iran strikes, oil shock risk and jobs data hang over tech stocks

Nasdaq closed down 0.92% Friday as wholesale inflation rose and Nvidia shares dropped 4.2%. U.S.-Israeli strikes on Iran killed Supreme Leader Ali Khamenei, prompting Iran to launch missiles and warn the Strait of Hormuz is closed. Traders expect oil prices and market volatility to spike at Monday’s open. OpenAI announced a $110 billion funding round valuing the company at $840 billion.
March 1, 2026
Technology News 01.03.2026
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Technology News 01.03.2026

ENDEDLive coverage has endedEnded: March 2, 2026, 12:02 AM EST Tesla Cybercab Mass Production Signals Robotaxi Push at Scale March 1, 2026, 11:58 PM EST. In mid-February, Tesla's Gigafactory in Austin rolled the first mass-produced Cybercab off the line. Elon Musk celebrated on social media as the company outlined a driverless, L5-capable robotaxi priced at no more than $30,000 (about ¥210,000). Production is slated to begin on a large scale in April 2026, with the Texas plant targeting 2-4 million vehicles annually, potentially surpassing Model 3/Y output. Tesla touts an Unboxed manufacturing process that splits the body into four modules,
March 1, 2026
Nebius Group NBIS stock takes a 13% hit as CoreWeave capex plan spooks AI cloud names
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Nebius Group NBIS stock takes a 13% hit as CoreWeave capex plan spooks AI cloud names

Nebius Group N.V. shares fell 13.05% to $91.19 Friday, with trading volume surging to 22.8 million shares. The drop followed CoreWeave’s announcement of a sharp increase in 2026 capital spending, raising sector-wide concerns over funding and margins. Nebius reported $2.1 billion in Q4 capital expenditures and expects 2026 revenue to reach $7–9 billion. CEO Arkady Volozh will speak at a Morgan Stanley conference on March 4.
February 28, 2026
Lam Research (LRCX) slips for a second day — 3 things to watch before Monday
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Lam Research (LRCX) slips for a second day — 3 things to watch before Monday

Lam Research fell 2.17% to $233.89 Friday, extending a two-day slide after hitting a 52-week high Wednesday. Chip stocks stayed under pressure following a hotter-than-expected U.S. wholesale inflation report and Nvidia’s recent drop. The Philadelphia semiconductor index fell about 3% Thursday. Investors await Lam’s March conference appearances and next week’s U.S. jobs data.
February 28, 2026
Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus
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Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus

Intel shares closed Friday up 0.33% at $45.61 but slipped 0.48% in after-hours trading. Nvidia CEO Jensen Huang said Nvidia could become a major CPU maker, intensifying competition. ASML’s new High-NA EUV tools are ready for high-volume use, but full production integration will take two to three years. Intel will present at the Morgan Stanley TMT Conference on March 4.
February 28, 2026
Microsoft stock drops on OpenAI’s $110 billion raise — what MSFT investors watch next week
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Microsoft stock drops on OpenAI’s $110 billion raise — what MSFT investors watch next week

Microsoft shares fell 2.24% Friday to $392.74, dropping below $400 as investors reacted to OpenAI’s $110 billion funding round and a new Amazon cloud deal. The stock was little changed after-hours. Microsoft and OpenAI said their commercial relationship and Azure’s API exclusivity remain unchanged. Japan’s Fair Trade Commission raided Microsoft Japan on February 25 over alleged cloud market restrictions.
February 28, 2026
Nvidia stock slides into weekend after new “inference” chip report — what NVDA investors watch next
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Nvidia stock slides into weekend after new “inference” chip report — what NVDA investors watch next

Nvidia shares dropped 4.16% to $177.19 on Friday, extending a two-day slide, but edged up 0.35% after hours. The Wall Street Journal reported Nvidia is preparing a new processor for AI inference work for OpenAI and others. The stock is down about 9% since February 25. Traders await Monday’s market reopen and Nvidia’s GTC conference on March 16 as the next major events.
February 28, 2026
Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus
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Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus

Cisco shares closed up 1.74% at $79.46 Friday, outperforming a declining market as 27.46 million shares traded. U.S. cyber agencies warned of active exploitation of a critical Cisco SD-WAN flaw, with emergency patch deadlines set for federal agencies. Cisco said no new financial details will be shared at investor events in early March, including a March 5 Morgan Stanley conference.
February 28, 2026
Block stock price jumps as AI-driven layoffs and higher 2026 targets put XYZ back in play
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Block stock price jumps as AI-driven layoffs and higher 2026 targets put XYZ back in play

Block shares surged 16.8% to $63.68 Friday after the company announced plans to cut over 4,000 jobs, about 40% of its workforce, citing increased use of AI. The payments firm raised its 2026 profit target to $12.2 billion and projected stronger first-quarter results. The company said the impact of layoffs will show in profits by the second quarter. Investors await further details at a March 3 tech conference.
February 28, 2026
Intel stock price today: INTC slips after hours as foundry shake-up keeps traders on edge
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Intel stock price today: INTC slips after hours as foundry shake-up keeps traders on edge

Intel shares slipped 0.4% to $45.45 in after-hours trading Friday following news of another leadership change at its foundry unit. Qualcomm said it hired Kevin O’Buckley, formerly head of Intel Foundry Services, as investors watched for signs of execution risk. Chip stocks broadly remained under pressure amid defensive market shifts and rate concerns.
February 28, 2026
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