Technology 5 March 2026

Tesla’s UK sales drop 37% as BYD gains ground, putting March in focus
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Tesla’s UK sales drop 37% as BYD gains ground, putting March in focus

Tesla’s UK car registrations fell 37% in February to 2,422 vehicles, while rival BYD’s registrations jumped 83%, industry data showed. The broader UK market rose 7.2% to 90,100 new cars, with battery-electric vehicles up 2.8% but losing market share for a second month. Another tracker put Tesla’s drop at 45.2%. Tesla’s EU carbon-credit pool will not include Stellantis or Toyota in 2026, filings showed.
March 5, 2026
Amazon debuts ‘agentic AI’ healthcare tool to cut clinic call times and paperwork
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Amazon debuts ‘agentic AI’ healthcare tool to cut clinic call times and paperwork

Amazon Web Services on Thursday launched Amazon Connect Health, an AI platform that automates tasks like appointment scheduling and billing by integrating with electronic health records. Patient verification and ambient documentation are available now; other features are in preview. Early use at UC San Diego Health cut call abandonment by up to 60%. AWS said clinicians must review all AI-generated outputs.
March 5, 2026
AST SpaceMobile (ASTS) lands TELUS equity deal for Canada satellite-to-phone service, adds Africa’s Axian
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AST SpaceMobile (ASTS) lands TELUS equity deal for Canada satellite-to-phone service, adds Africa’s Axian

AST SpaceMobile and TELUS signed a deal to launch satellite-powered texting, voice, and data in remote Canada by late 2026, with TELUS investing in ground infrastructure and taking an equity stake. AST also partnered with Axian Telecom for direct-to-device mobile broadband in Africa, pending approvals. Financial terms were not disclosed. AST shares fell about 12% to $92.72 in New York trading.
March 5, 2026
Shopify rolls out POS Hub and faster checkout tools as SHOP shares climb
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Shopify rolls out POS Hub and faster checkout tools as SHOP shares climb

Shopify unveiled a redesigned POS system and new POS Hub hardware for in-store checkouts, adding inventory transfer reports and stricter staff access to customer data. Shares rose about 3% in New York on Thursday, after a 6% jump in Toronto on Wednesday. The POS Hub connects tablets to checkout hardware via USB, replacing Bluetooth. Updates follow Shopify’s recent upbeat revenue outlook and $2 billion buyback plan.
March 5, 2026
Western Digital flags hyperscaler orders through 2028 as AI video tests storage supply
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Western Digital flags hyperscaler orders through 2028 as AI video tests storage supply

Western Digital CEO Irving Tan said some major cloud customers have placed hard drive orders through 2028, citing surging demand from AI video applications. Shares fell about 2% Thursday. Tan reported firm purchase orders for all of 2026 from the company’s top seven customers. Western Digital is not adding drive unit capacity, focusing instead on automation and higher data density.
March 5, 2026
Visa’s stablecoin-linked cards are headed to 100+ countries — here’s what’s changing
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Visa’s stablecoin-linked cards are headed to 100+ countries — here’s what’s changing

Visa and Stripe-owned Bridge will expand stablecoin-linked Visa cards to over 100 countries by the end of 2026, the companies said Tuesday. Some transactions will settle on blockchain rails via Lead Bank. Bridge-enabled cards are currently live in 18 countries and let users spend stablecoin balances at Visa’s 175 million merchant locations. Mastercard is also rolling out a stablecoin settlement option.
March 5, 2026
CrowdStrike stock rises as cybersecurity firm flags stronger 2027 revenue outlook
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CrowdStrike stock rises as cybersecurity firm flags stronger 2027 revenue outlook

CrowdStrike shares rose about 4% Thursday after forecasting fiscal 2027 revenue of $5.87 billion to $5.93 billion and reporting a 23% fourth-quarter revenue jump to $1.31 billion. Annual recurring revenue climbed 24% to $5.25 billion. The company reiterated plans to acquire SGNL for $740 million and Seraphic Security for $420 million. Costs tied to the July 2024 Windows outage reached $117.7 million in fiscal 2026.
March 5, 2026
ServiceNow launches EmployeeWorks for public sector, adds Autonomous Workforce as agencies seek trusted AI
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ServiceNow launches EmployeeWorks for public sector, adds Autonomous Workforce as agencies seek trusted AI

ServiceNow launched EmployeeWorks and an Autonomous Workforce AI package for government agencies Thursday. The first Level 1 IT service desk AI specialist is in limited release, with wider availability set for Q2. A FastStart offer runs through April 30 for the first 50 eligible public-sector customers. The tools are designed for high-security government cloud environments.
March 5, 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
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