Technology 6 March 2026 - 10 March 2026

MARA Stock Price Today: MARA Holdings Slides as Bitcoin-Sale Shift Clouds AI Pivot
···

MARA Stock Price Today: MARA Holdings Slides as Bitcoin-Sale Shift Clouds AI Pivot

MARA Holdings shares dropped 3.3% to $8.29 Wednesday, underperforming other major bitcoin miners as bitcoin fell 1.3% to about $70,281. The company reported a $1.7 billion net loss for 2025 and has shifted its 2026 strategy to allow selling bitcoin from its balance sheet. Wall Street analysts cut price targets and downgraded the stock, citing concerns over the business-model change and weaker bitcoin prices.
March 11, 2026
Oracle Corporation Earnings Today: Can AI Cloud Growth Calm Wall Street’s Cost Fears?
···

Oracle Corporation Earnings Today: Can AI Cloud Growth Calm Wall Street’s Cost Fears?

Oracle will report third-quarter results after markets close Tuesday, as investors watch whether AI cloud demand can offset soaring data center costs. Shares fell 1.4% in early trading. Oracle plans to raise up to $50 billion this year for cloud expansion and may cut thousands of jobs, according to Bloomberg. Analysts expect revenue of $16.9 billion and adjusted EPS of $1.70.
March 10, 2026
Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth
···

Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth

Vertiv Holdings on Tuesday launched an industrial-grade UPS for factories and harsh sites, expanding its lineup before its March 23 S&P 500 entry. The company completed a $2.1 billion bond offering and secured a $2.5 billion credit facility this month. Vertiv forecasts 2026 net sales up to $13.75 billion after a surge in orders and backlog. The industrial UPS market includes established rivals Eaton and Schneider Electric.
March 10, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work
···

Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work

Anthropic sued to overturn a Pentagon blacklist barring its AI from military contracts, raising uncertainty for Palantir’s $1 billion Maven program, which uses Anthropic’s Claude. Palantir shares fell 0.4% early Tuesday. U.S. agencies have begun phasing out Anthropic products, switching to OpenAI and Google. The Pentagon has signed separate AI deals worth up to $200 million each with Anthropic, OpenAI, and Google.
March 10, 2026
Lumentum Holdings Inc. to Join S&P 500 After Nvidia Deal Lifts AI Optics Trade
···

Lumentum Holdings Inc. to Join S&P 500 After Nvidia Deal Lifts AI Optics Trade

Lumentum Holdings will join the S&P 500 on March 23 after S&P Dow Jones Indices named it in the benchmark’s quarterly rebalance. The move follows Nvidia’s $2 billion investment in Lumentum and multibillion-dollar purchase commitments for advanced laser components. Lumentum reported fiscal Q2 revenue of $665.5 million, up 65.5% from a year earlier, and forecasted up to $830 million for the current quarter.
March 10, 2026
Micron Technology, Inc. Stock Rises on Applied Materials AI Memory Deal Ahead of Earnings
···

Micron Technology, Inc. Stock Rises on Applied Materials AI Memory Deal Ahead of Earnings

Micron Technology will partner with Applied Materials on advanced DRAM and NAND chip development, expanding U.S. research as AI demand strains memory supply. Micron shares rose to $389.32, up $19.14. Engineers in Silicon Valley and Boise will focus on new materials and chip architectures. The move comes as rivals Samsung and SK Hynix lead in high-bandwidth memory shipments for AI systems.
March 10, 2026
Apple Faces Fresh German Fine Threat After Publishers Reject App Tracking Changes
···

Apple Faces Fresh German Fine Threat After Publishers Reject App Tracking Changes

German publishers and advertisers urged the country's cartel office to reject Apple's proposed changes to App Tracking Transparency and impose a fine, arguing the revisions still give Apple too much control over ad data. The regulator is reviewing Apple's December offer and has not ruled out penalties. France fined Apple €150 million over ATT last year. Apple shares rose 0.9% in U.S. premarket trading Tuesday.
March 10, 2026
Why Sandisk Stock Jumped 11.6% as AI Storage Demand Drew a Fresh $1,000 Call
····

Why Sandisk Stock Jumped 11.6% as AI Storage Demand Drew a Fresh $1,000 Call

Sandisk shares jumped 11.6% to $588.73 on Monday, outpacing Micron and Western Digital as investors bought into memory and AI-linked storage stocks. The company reported second-quarter revenue of $3.03 billion, up 31% from the prior quarter, and forecasted stronger-than-expected Q3 results. Analyst Mehdi Hosseini reiterated a Buy rating and $1,000 price target, citing tight NAND supply and rising AI demand.
March 10, 2026
Rightmove plc Shares Slip Despite Fresh Buyback as AI Spending Doubts Linger
···

Rightmove plc Shares Slip Despite Fresh Buyback as AI Spending Doubts Linger

Rightmove repurchased 210,000 shares Monday, but shares closed down 2.7% at 453 pence, leaving the stock 45% below its 52-week high. The company kept its 2026 revenue growth forecast at 8–10% but expects profit growth to slow as margins dip during heavier investment. Rightmove remains in the FTSE 100 after review. Analysts are divided on whether AI spending will boost growth or pressure margins.
March 10, 2026
RELX PLC extends share buyback after AI selloff, tops 23 million shares in 2026 (Investegate)
···

RELX PLC extends share buyback after AI selloff, tops 23 million shares in 2026 (Investegate)

RELX PLC repurchased 500,000 shares Monday for about £13.2 million, bringing 2026 buybacks to 23.23 million shares. The company is executing a £2.25 billion buyback plan amid a sector selloff triggered by new generative AI tools. Treasury shares now total 27.34 million, with 1.801 billion ordinary shares outstanding. UBS AG London Branch is managing the current tranche, set to end March 20.
March 9, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Overhaul
···

Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Overhaul

Anthropic sued the Pentagon on Monday, challenging its blacklisting and seeking to block enforcement of the “supply-chain risk” designation. Palantir’s Maven military software, partly built with Anthropic’s Claude model, now faces a forced rewrite, threatening over $1 billion in Defense Department contracts. Palantir shares fell 1.28% to $155.16. Microsoft-backed OpenAI and Lockheed Martin are moving to remove Anthropic tools from military projects.
March 9, 2026
SoFi Technologies Shares Fall 4% as Oil Shock Overshadows CEO Buy, Mastercard Stablecoin Deal
···

SoFi Technologies Shares Fall 4% as Oil Shock Overshadows CEO Buy, Mastercard Stablecoin Deal

SoFi Technologies shares fell 3.7% to $18.21 by midday Monday as surging oil prices fueled inflation concerns and pressured online lenders. CEO Anthony Noto bought $1 million in shares on March 2, and SoFi announced a new Mastercard partnership involving its SoFiUSD crypto token. Broader market weakness and inflation fears outweighed recent company moves. Affirm and Upstart shares also declined.
March 9, 2026
Constellation Software Q4 profit tumbles 61% despite revenue jump as Asseco charge bites
···

Constellation Software Q4 profit tumbles 61% despite revenue jump as Asseco charge bites

Constellation Software’s Q4 net income attributable to common shareholders dropped 61% to $110 million, hit by a $155 million expense tied to Asseco’s share price, while revenue rose 18% to $3.18 billion. Organic growth was 6%. The company completed $571 million in acquisitions and declared a $1.00 dividend. Year-end cash less debt improved to negative $1.04 billion.
March 9, 2026
Peraso stock cools after 151% spike on Israeli drone-defense win as cash strain remains
···

Peraso stock cools after 151% spike on Israeli drone-defense win as cash strain remains

Peraso Inc. shares dropped 3.9% to $1.96 in premarket trading Monday after soaring 151.5% Friday on news its mmWave chips were selected by Israeli defense firm InTACT for a drone IFF system. The company, facing cash concerns and exploring strategic options, did not disclose the program’s value or deployment timeline. Peraso ended September with $1.865 million in cash and warned of doubts about its ability to continue operating.
March 9, 2026
Why SailPoint Stock Is Jumping Before Earnings as Wall Street Eyes Identity-Security Demand
···

Why SailPoint Stock Is Jumping Before Earnings as Wall Street Eyes Identity-Security Demand

SailPoint shares jumped 9.7% to $15.28 Friday, ahead of its March 18 earnings report. The stock remains below its $23 reopening price from its 2025 market return. Rival Okta this week warned of slowing growth, while analysts remain mixed on SailPoint amid competition and recent product integrations. SailPoint reported $1.04 billion in annual recurring revenue last quarter, up 28% year over year.
March 6, 2026
Booking shares jump after OpenAI checkout rethink, but AI pricing questions pile up
···

Booking shares jump after OpenAI checkout rethink, but AI pricing questions pile up

Booking Holdings shares climbed about 8% Thursday after a report said OpenAI is scaling back direct bookings in ChatGPT, easing concerns for online travel agencies. U.S. House investigators also asked Booking.com and others to explain if they use AI for individualized pricing. Expedia rose over 12%, while Tripadvisor gained about 5%. Booking.com cited a Dutch court ruling supporting its stance in a European hotel dispute.
March 6, 2026
Credo Technology stock jumps as Broadcom backs copper over optical links in AI data centers
···

Credo Technology stock jumps as Broadcom backs copper over optical links in AI data centers

Credo Technology shares surged 11.9% to $114.74 after Broadcom said AI-chip customers would likely keep using direct-attached copper inside data center racks. Credo’s fiscal Q3 revenue jumped 201.5% to $407 million. Lumentum and Coherent shares fell after earlier gains from Nvidia’s $2 billion investments. Broadcom projected over $100 billion in AI chip revenue for 2027.
March 6, 2026
Netflix Buys Ben Affleck’s AI Startup InterPositive as Hollywood’s AI Race Accelerates
···

Netflix Buys Ben Affleck’s AI Startup InterPositive as Hollywood’s AI Race Accelerates

Netflix has acquired InterPositive, a film-tech startup founded by Ben Affleck that builds AI tools for movie production. Affleck will join Netflix as a senior advisor; financial terms were not disclosed. The deal follows Netflix’s decision to drop its bid for Warner Bros Discovery. InterPositive’s software targets post-production fixes, not synthetic actors, according to Affleck.
March 6, 2026
1 2 3 4 … 94