Technology 3 March 2026

Microsoft stock rises after-hours as OpenAI Pentagon tweak and U.S. agency switch keep AI ties in focus
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Microsoft stock rises after-hours as OpenAI Pentagon tweak and U.S. agency switch keep AI ties in focus

Microsoft shares rose 1.3% to $403.82 in after-hours trading Tuesday, valuing the company at about $3.6 trillion. Oil prices surged, with U.S. crude up 4.7% to $74.56 a barrel. OpenAI said it is revising its Pentagon contract after U.S. agencies shifted away from Anthropic. Investors await Microsoft’s appearance at a Morgan Stanley conference and Friday’s U.S. jobs report.
March 3, 2026
Apple stock slips after-hours after M5 MacBook rollout puts AAPL back in focus
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Apple stock slips after-hours after M5 MacBook rollout puts AAPL back in focus

Apple shares fell 0.4% to $263.71 in after-hours trading Tuesday after unveiling new MacBook Air and Pro models with M5 chips and higher base storage. The company also launched the iPhone 17e at $599 with 256GB storage, as memory chip prices rise globally. Preorders for all devices open March 4, with availability starting March 11. The Nasdaq closed down about 1% amid Middle East tensions and higher oil prices.
March 3, 2026
Micron stock price drops about 8% as risk-off hits memory chips — here’s what MU traders watch next
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Micron stock price drops about 8% as risk-off hits memory chips — here’s what MU traders watch next

Micron shares fell 8% to $379.83 in after-hours trading Tuesday, hitting a session low of $375.11 as memory chip stocks slumped. The company announced it is shipping samples of a 256GB low-power server memory module for AI data centers. U.S. stocks broadly declined amid rising oil prices and Middle East tensions. About 38 million Micron shares traded hands.
March 3, 2026
Spotify stock bucks Wall Street slump as oil shock hits markets; what SPOT traders watch next
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Spotify stock bucks Wall Street slump as oil shock hits markets; what SPOT traders watch next

Spotify shares climbed 2% to $517.60 Tuesday, rebounding from a session low of $491, as about 2.15 million shares changed hands. The broader U.S. market fell amid rising oil prices and Middle East tensions. Spotify launched a new content hub in Latin America and faces a $1.5 billion note maturity on March 15. U.S. crude settled up 4.7% at $74.56 a barrel.
March 3, 2026
Analog Devices stock sinks nearly 4% as oil spike rattles chips; what ADI investors watch next
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Analog Devices stock sinks nearly 4% as oil spike rattles chips; what ADI investors watch next

Analog Devices shares fell nearly 4% to $338.69 Tuesday as chip stocks slid on inflation fears tied to surging oil prices and Middle East tensions. The iShares Semiconductor ETF dropped 4.8%, while Texas Instruments and Microchip Technology also declined. Analog Devices CFO cited strong industrial and data center demand at a Morgan Stanley event. The company’s $1.10 dividend is payable March 17.
March 3, 2026
KLA (KLAC) stock drops nearly 6% as chip-equipment shares slide on oil-and-inflation fears
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KLA (KLAC) stock drops nearly 6% as chip-equipment shares slide on oil-and-inflation fears

KLA Corp shares dropped 5.9% to $1,444.25 Tuesday afternoon, leading declines among chip-equipment makers as Lam Research fell 6.3%, Applied Materials 5.7%, and ASML 3.8%. The selloff followed renewed energy-price concerns tied to Middle East tensions. Investors are watching Friday’s U.S. jobs report for signals on interest rates.
March 3, 2026
Palo Alto Networks stock jumps after Wells Fargo starts coverage; PANW bucks tech selloff
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Palo Alto Networks stock jumps after Wells Fargo starts coverage; PANW bucks tech selloff

Palo Alto Networks shares jumped 4% to $156.21 Tuesday after Wells Fargo began coverage with a $200 price target, citing a favorable entry point despite recent declines. The gain came as U.S. stocks broadly fell on Middle East tensions. Palo Alto announced new AI and 5G security partnerships at Mobile World Congress. Investors remain wary after the company cut its 2026 profit forecast last month due to higher acquisition costs.
March 3, 2026
Bloom Energy stock slides nearly 6% as Wall Street rout blunts fresh AI data-center call
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Bloom Energy stock slides nearly 6% as Wall Street rout blunts fresh AI data-center call

Bloom Energy shares dropped 5.8% to $156.41 in midday trading Tuesday, reversing part of their 2024 rally. Melius Research cited surging AI data-center demand for on-site fuel cells but warned the stock looks expensive. Traders are watching Bloom’s March conference appearances and its next earnings report, expected May 6. Broader market losses and rising energy prices also pressured the stock.
March 3, 2026
MongoDB (MDB) stock tumbles 20% on cautious outlook — the details Wall Street is parsing
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MongoDB (MDB) stock tumbles 20% on cautious outlook — the details Wall Street is parsing

MongoDB shares fell 20.4% to $258.63 Tuesday after the company issued a weaker-than-expected first-quarter profit outlook and reported slightly slower growth in its Atlas cloud database product. The drop erased about $7.5 billion in market value. Atlas revenue grew 29% in the fourth quarter, while total revenue rose 27% to $695.1 million. Broader software stocks traded unevenly as investors awaited Friday’s U.S. jobs report.
March 3, 2026
Lumentum (LITE) stock slides after Nvidia’s $2 billion investment — what investors watch next
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Lumentum (LITE) stock slides after Nvidia’s $2 billion investment — what investors watch next

Lumentum shares dropped about 13% Tuesday, erasing gains from Nvidia’s $2 billion investment announcement. A filing showed Nvidia bought Series A convertible preferred stock at $695.31 per share, below Lumentum’s prior close. The preferred shares cannot convert until U.S. antitrust review ends. Traders await Lumentum’s March 17 investor briefing for updates on manufacturing plans.
March 3, 2026
Palantir stock price slips after Peter Thiel signals $280 million PLTR share sale
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Palantir stock price slips after Peter Thiel signals $280 million PLTR share sale

Palantir shares fell 2.4% to $141.68 Tuesday after co-founder Peter Thiel filed to potentially sell up to 2 million shares worth about $280 million. The move followed a 5.8% surge Monday as investors bought defense stocks amid new Middle East fighting. Brent crude rose 7% to $83 a barrel as the U.S.-Israeli conflict with Iran escalated. Palantir also faces a new fraud lawsuit in Texas seeking under $1 million in damages.
March 3, 2026
Sandisk stock price slides 7% as oil spike rattles tech; traders eye next catalyst
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Sandisk stock price slides 7% as oil spike rattles tech; traders eye next catalyst

Sandisk Corp shares dropped 7.2% to $574.26 in early Tuesday trading, after closing at $619.08 on Monday. The decline followed a broader tech selloff, with the Nasdaq Composite down 2% at the open as oil prices surged and Middle East tensions escalated. Western Digital, Micron, and Seagate also fell. Investors await Sandisk’s remarks at a Morgan Stanley conference later today.
March 3, 2026
Nvidia stock slips premarket as oil shock hits tech; $4 billion optics bet in focus
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Nvidia stock slips premarket as oil shock hits tech; $4 billion optics bet in focus

Nvidia shares fell about 3% to $177.09 in premarket trading Tuesday, reversing Monday’s gain. The drop followed U.S. and Israeli strikes on Iran, which sent oil prices higher and pressured tech stocks. Nvidia had just announced a $4 billion investment in photonics, splitting funds between Lumentum and Coherent for data-center chip development. Investors await further product updates at Nvidia’s upcoming GTC conference.
March 3, 2026
AST SpaceMobile stock jumps nearly 10% in premarket as earnings, Orange deal put next launch in focus
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AST SpaceMobile stock jumps nearly 10% in premarket as earnings, Orange deal put next launch in focus

AST SpaceMobile shares jumped 9.7% to $86.92 premarket Tuesday after reporting fourth-quarter revenue of $54.3 million, up from $1.9 million a year earlier. The company posted a quarterly loss of 26 cents a share, missing analyst expectations. Orange announced a partnership with AST to demonstrate satellite-to-smartphone service in Romania in late 2026. BlueBird 7 is set to launch from Cape Canaveral in March on Blue Origin’s New Glenn rocket.
March 3, 2026
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