Technology 23 March 2026 - 26 March 2026

Technology News 10.04.2026
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Technology News 10.04.2026

LIVETechnology news rolling coverageStarted: April 10, 2026, 12:00 AM EDTUpdated: April 10, 2026, 10:04 AM EDT Billionaire Ken Fisher doubles down on Alphabet as AI monetization grows despite search fears April 10, 2026, 10:04 AM EDT. Alphabet Inc. remains in billionaire Ken Fisher's top AI picks, ranking #5 in his roster. Fisher's stake totals about $11.93 billion as Alphabet reports $242.8 billion in signed contracts and subscriptions (RPO), up 55% quarter over quarter. The group says **AI** features are broadening monetization: **AI-powered** search answers may host sponsored content; YouTube **AI recommendations** boost watch time and ad impressions; enterprise revenue flows
April 10, 2026
National Grid Stock Price Falls as AI Grid Deal Meets Fresh Broker Calls
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National Grid Stock Price Falls as AI Grid Deal Meets Fresh Broker Calls

National Grid shares fell about 2% to 1,237 pence in London on Thursday, reversing part of a two-day rally, despite announcing an AI grid deal in New York aimed at speeding up large-customer connections. The FTSE 100 dropped 1.3%. Broker views split this week, with Goldman Sachs downgrading the stock while Bernstein raised its price target. Oil prices jumped over 4% as Middle East tensions persisted.
March 26, 2026
Nokia Stock Price Today: Nokia Oyj Shares Rise as Europe Rally Keeps Focus on AI Network Push
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Nokia Stock Price Today: Nokia Oyj Shares Rise as Europe Rally Keeps Focus on AI Network Push

Nokia shares rose 1.88% to 7.17 euros in Helsinki and its U.S. ADR climbed 0.97% to $8.33 as European stocks rallied Wednesday. The company’s last stock release was March 18, with investors trading on recent AI and telecom partnership news ahead of Q1 results due April 23. Nokia expects Q1 net sales to fall more than usual, citing tariffs, currency swings, and macro uncertainty.
March 25, 2026
RELX Stock Price Slips as New £350 Million Buyback Starts and AI Questions Linger
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RELX Stock Price Slips as New £350 Million Buyback Starts and AI Questions Linger

RELX PLC shares traded near 2,440 pence Tuesday, about 1% lower, after launching a new £350 million buyback set to run through April 22. The move follows a £450 million buyback completed March 20 and comes as investors question AI’s impact on RELX’s data and legal-information businesses. J.P. Morgan Securities will execute the repurchases. The stock remains well below its 52-week high of 4,183 pence.
March 24, 2026
Arm Stock Climbs After New AI Chip Debut Backs HSBC’s $205 Call, but Malaysia Probe Still Looms
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Arm Stock Climbs After New AI Chip Debut Backs HSBC’s $205 Call, but Malaysia Probe Still Looms

Arm Holdings shares rose 1.3% to $138.69 Tuesday after unveiling its first in-house data-center AI CPU, co-developed with Meta and set for TSMC production in 2026. HSBC upgraded the stock to buy with a $205 target, citing growth in server CPU royalties. Arm named Meta, OpenAI, Cloudflare, SAP, and SK Telecom as customers. Malaysia’s anti-graft agency is investigating a $279 million chip deal with Arm.
March 24, 2026
National Grid Share Price Today: Why the Stock Rose Despite a Goldman Sachs Downgrade
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National Grid Share Price Today: Why the Stock Rose Despite a Goldman Sachs Downgrade

Investors are bidding up to 40% above Anduril’s expected $60 billion valuation in secondary markets, according to Business Insider. Buy interest accounted for 97% of recent trading volume, with sellers at just 3%. Anduril recently secured a 10-year U.S. Army contract worth up to $20 billion and plans to build its FURY combat drone in Ohio. The company declined to comment on the secondary trading activity.
March 24, 2026
Why MARA Stock Is Swinging Again as Bitcoin Rebounds and Its AI Data Center Pivot Faces Scrutiny
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Why MARA Stock Is Swinging Again as Bitcoin Rebounds and Its AI Data Center Pivot Faces Scrutiny

MARA Holdings shares rose to $8.91 Monday as bitcoin climbed 4.5% to $70,929. Investors remain divided over MARA’s plan to shift from bitcoin mining to AI data centers, raising questions about future bitcoin sales. The company ended 2025 with $5.3 billion in cash and bitcoin, but reported a $1.7 billion net loss for the fourth quarter. MARA recently acquired a stake in Exaion and launched a data center venture with Starwood.
March 23, 2026
Fusion Energy Startups Go Public as AI Boom Accelerates Investment in Clean Power Stocks
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Fusion Energy Startups Go Public as AI Boom Accelerates Investment in Clean Power Stocks

General Fusion will go public via a $1 billion SPAC merger, while TAE Technologies plans a $6 billion all-stock tie-up with Trump Media & Technology Group. Fusion investment rose $2.64 billion in the year through July 2025. Data centers could drive U.S. electricity demand to 9% by 2030. Fusion remains far from commercialization as regulators review new rules.
March 23, 2026
Next-Gen Smartphones Push Toward 256GB as On-Device AI Demands More Space
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Next-Gen Smartphones Push Toward 256GB as On-Device AI Demands More Space

Smartphone makers will boost built-in storage in 2026 despite rising flash-memory costs, with average handset capacity up 4.8%, according to TrendForce. Apple’s iPhone 17 starts at 256GB, while Samsung raised U.S. prices on its Galaxy S26 lineup. DRAM contract prices are set to jump up to 95% this quarter. Gartner forecasts smartphone prices could rise 13% by year-end as memory costs surge.
March 23, 2026
AI Could Lift Europe’s Productivity by More Than 4% in 10 Years, ECB Says
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AI Could Lift Europe’s Productivity by More Than 4% in 10 Years, ECB Says

ECB chief economist Philip Lane said artificial intelligence could boost euro-zone productivity by over 4 percentage points in the next decade if adoption spreads quickly, but warned a prolonged energy shock could limit gains. ECB staff last week cut the 2026 growth forecast to 0.9% and raised the inflation outlook as energy costs rose. Only 3% of euro-area patents relate to AI, compared to 9% in the U.S.
March 23, 2026
Why Smartphone Storage Is Set to Rise in 2026 as AI Demands More On-Device Power
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Why Smartphone Storage Is Set to Rise in 2026 as AI Demands More On-Device Power

Average smartphone storage capacity will rise 4.8% in 2026 despite higher NAND memory prices, TrendForce said Monday. AI features now require 40–60 GB of local storage, pushing premium models like Apple’s iPhone 17 and Samsung’s Galaxy S26 to 256 GB minimums. Gartner expects smartphone prices to increase 13% by late 2026, with lower-end demand under pressure.
March 23, 2026
AI Boom Forces Urgent Energy Expansion as Google Warns of U.S. Power Crunch, Power Stocks Gain
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AI Boom Forces Urgent Energy Expansion as Google Warns of U.S. Power Crunch, Power Stocks Gain

Google warned Monday that U.S. electricity supply is lagging behind AI-driven demand, forcing tech firms to adjust data center plans. The U.S. Energy Information Administration projects national electricity load to rise 1.9% in 2026 and 2.5% in 2027, after a record in 2025. Google expanded demand response contracts to secure up to 1 gigawatt of flexible load. SoftBank and AEP plan a 10-gigawatt AI campus and 9.2-gigawatt gas plant in Ohio.
March 23, 2026
Amazon’s Secret ‘Transformer’ Smartphone Aims to Reinvent Mobile With AI as AMZN Stock Climbs
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Amazon’s Secret ‘Transformer’ Smartphone Aims to Reinvent Mobile With AI as AMZN Stock Climbs

Amazon shares climbed 3.2% to $211.85 Monday after reports it is developing an AI-focused smartphone codenamed “Transformer.” The device, led by former Microsoft executive J Allard’s ZeroOne group, could sync with Alexa and expand Amazon’s services but may still be shelved. Amazon declined to comment. The move comes as the company defends a $200 billion AI infrastructure plan and faces a shrinking smartphone market.
March 23, 2026
CERAWeek 2026: Google, Nvidia and Energy CEOs Tackle AI Power Demand as Constellation, Vistra, NextEra Stocks Rise
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CERAWeek 2026: Google, Nvidia and Energy CEOs Tackle AI Power Demand as Constellation, Vistra, NextEra Stocks Rise

AI-driven data center power demand dominated CERAWeek as Google’s Ruth Porat warned the U.S. was lagging on energy, and Nvidia announced new partnerships with major utilities. The Energy Information Administration expects U.S. electricity use to hit records in 2026 and 2027, with data centers projected to reach 9% of demand by 2030. NextEra and SoftBank announced major gas-fired projects for AI campuses. Energy stocks rose during the conference.
March 23, 2026
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