Technology News 14.03.2026
LIVETechnology news rolling coverageStarted: March 14, 2026, 12:00 AM EDTUpdated: March 14, 2026, 5:34 AM EDT
Cisco raises 2026 forecast on AI networking demand — but CSCO slips after hours
Cisco raised its fiscal 2026 revenue forecast to $61.2–$61.7 billion, citing $2.1 billion in AI infrastructure orders from hyperscalers and an 18% rise in product orders. Shares fell 5.5% after hours despite beating earnings estimates with $1.04 per share on $15.35 billion in second-quarter revenue. Networking revenue jumped 21%, while security fell 4%. Cisco lifted its dividend 2% to 42 cents.
Unity stock price tumbles 26% after outlook miss; AI fears, Vector growth back in focus
Unity Software shares fell 26% to $21.41 in after-hours trading after forecasting first-quarter revenue below Wall Street estimates. The company reported fourth-quarter revenue of $503 million, up 10%, and adjusted earnings of $0.24 per share. About 105 million shares traded hands. Unity also announced board changes, naming Bernard Kim as an independent director and noting two departures.
Meta stock slips after-hours as $10 billion Indiana AI data center plan sharpens focus on spending
Meta shares closed down 0.3% after announcing a $10 billion Indiana data center for AI, with investors weighing heavy spending. Bill Ackman’s Pershing Square revealed a $2 billion Meta stake, calling the stock undervalued for AI. A German court ordered Meta’s Edge Network to pay Deutsche Telekom €30 million over network fees. Meta executive Jennifer Newstead filed to sell 515 shares under a preset plan.
Intel stock price rises as INTC rides chip rally, eyes MWC 2026 AI showcase
Intel shares rose 2% to $48.08 Wednesday, trading on heavy volume as chip stocks advanced. The move followed Intel’s announcement it will showcase AI inference for mobile networks at Mobile World Congress. The company also projected first-quarter revenue of $11.7–$12.7 billion and said it was surprised by server CPU demand. Intel is investing in AI chip startup SambaNova Systems, according to sources.
Coupang stock slips as Korea blames management for data leak and investors widen legal fight
Coupang shares fell about 2.5% to $17.79 Wednesday after South Korea’s probe found a former employee exploited security flaws, exposing data of 33.7 million customers. Three more U.S. investors joined an arbitration push against Seoul over its handling of the breach. Regulators plan a fine for Coupang’s late reporting. The stock lagged a firmer U.S. market.
RTX stock price climbs as Raytheon’s Coyote drone-swarm test hits tape — what’s next
RTX shares rose 1.9% to $198.81 Wednesday after Raytheon said its Coyote Block 3NK system defeated drone swarms in a U.S. Army demo. The Pentagon awarded Raytheon a $5.04 billion Army contract for Coyote last year. Investors await details on production, contract value, and management commentary next week. Other major defense stocks were mixed.
Oracle stock slips even after CMS cloud win as AI-spending nerves linger
Oracle shares fell 2.4% to $156 in midday trading Wednesday, reversing part of Monday’s surge. The company said the U.S. Centers for Medicare & Medicaid Services chose Oracle Cloud Infrastructure for migration work. Analysts remain divided as Wall Street weighs AI-driven spending and cash-flow pressures.
Target stock price today: TGT inches up as CEO reshuffle, job cuts and ChatGPT ad test land
Target shares rose 0.2% to $113.44 in early New York trading Wednesday after confirming leadership changes effective Feb. 15 and maintaining its earnings outlook. Lisa Roath will become chief operating officer and Cara Sylvester chief merchandising officer. Target expects fourth-quarter and full-year results in line with prior forecasts. Investors await the March 3 earnings and strategy update.
Datadog stock slides after earnings spike as DDOG investors turn to Thursday’s investor day
Datadog shares fell 3.4% to $125.31 in early Wednesday trading, reversing part of Tuesday’s 14% post-earnings jump. Q4 revenue rose 29% to $953 million, beating estimates, but the full-year profit outlook missed analyst targets. Investors await updates on AI and security at the Feb. 12 investor day. Scotiabank lowered its price target to $160.
Netflix stock ticks up before the bell as activist targets Warner deal; what to watch next
Netflix shares rose 0.1% in premarket trading to $82.28 as activist investor Ancora said it would vote against Warner Bros. Discovery’s plan to sell studios and streaming assets to Netflix. Paramount increased its rival bid, offering a ticking fee and to cover Warner’s breakup fee. Warner’s board maintained its support for the Netflix deal but will review Paramount’s new offer.
Microsoft stock today: MSFT steadies in premarket as downgrades keep AI spending in focus
Microsoft shares slipped 0.1% to $413.27 in premarket trading Wednesday after Melius Research and Stifel downgraded the stock, citing concerns over rising AI capital spending and cash flow pressure. Investors awaited the U.S. January jobs report, which could influence Federal Reserve policy and tech sector valuations.
Google’s AI push hits staff: take a buyout if you’re not “all in”
Google is offering voluntary exit packages to some U.S. staff in its Global Business Organization, excluding major customer-facing sales teams, according to an internal memo. The offer follows Alphabet’s report of record $402.8 billion revenue in 2025 and plans for up to $185 billion in capital spending this year. Chief business officer Philipp Schindler urged employees to embrace faster AI-driven changes.
MARA stock slips before the open as Morgan Stanley flags limited AI data-center upside
MARA Holdings shares dropped 2.3% to $7.48 in premarket trading Wednesday, following a nearly 5% slide the previous session. Morgan Stanley initiated coverage with an underweight rating and $8 target, citing concerns over bitcoin mining profitability and limited data center track record. Bitcoin fell 2.4% to $66,880. Traders are watching Friday’s U.S. inflation report.
Palantir stock dips in premarket as Airbus extends Skywise deal; Daiwa upgrades PLTR
Palantir shares fell 1.6% premarket after a 2.4% drop Tuesday, trading at $137.22. The company extended its multi-year Skywise agreement with Airbus, supporting over 50,000 users. Daiwa upgraded Palantir to Buy but lowered its price target to $180, citing sector volatility. Palantir’s Q4 revenue rose 70% to $1.407 billion.
Google’s rare 100-year bond: Alphabet’s $31.5 billion debt blitz to bankroll AI buildout
Alphabet sold a £1 billion 100-year bond on Feb. 10, part of a $31.51 billion multi-currency debt raise, marking the tech sector’s first century bond since 1997. Demand for the tranche was nearly ten times the offer, with the bond carrying a 6.125% coupon and minimal investor protections, according to reports. The sale comes as Alphabet and other tech firms sharply increase spending on AI infrastructure.
Shopify shares jump on upbeat revenue outlook and $2 billion buyback
Shopify reported fourth-quarter revenue up 31% to $3.67 billion and GMV at $123.8 billion. The company forecast first-quarter revenue growth in the low-30% range, above analyst estimates, and announced a $2 billion share buyback starting Feb. 17. Shares rose over 7% premarket. Shopify expects first-quarter free cash flow margin in the low-to-mid teens.
Amazon stock slips before the bell as pharmacy expansion lands amid AWS AI-marketplace talk
Amazon shares fell 0.8% in premarket trading Wednesday after the company announced plans to expand same-day prescription delivery to nearly 4,500 U.S. cities and towns by the end of 2026. The move comes as investors remain cautious following last week’s selloff tied to Amazon’s $200 billion capital spending plan.
Snap stock price today: SNAP edges up premarket after co-founder Murphy reports $10.6 mln share sales
Snap shares rose 0.6% to $5.23 in premarket trading Wednesday after CTO Robert Murphy disclosed sales of 2 million shares and charitable gifts this month. The stock remains volatile following a weak revenue outlook and amid investor focus on U.S. economic data and bond yields.
Nvidia stock price slips in premarket after U.S. flags tighter guardrails on China AI chip sales
Nvidia shares fell 0.7% to $188.54 in premarket trading after U.S. Commerce Secretary Howard Lutnick said the company must comply with strict licensing terms for AI chip sales to China. Lutnick said U.S. firms can continue buying Nvidia’s advanced chips. Investors await Nvidia’s Feb. 25 earnings for updates on China demand and policy risk.
Reddit’s leadership shake-up lands as in-app search climbs past 80 million weekly users
Reddit named Amit Puntambekar executive vice president of consumer engineering and promoted Jim Squires to chief marketing officer and Laura Nestler to EVP of community. The company says weekly Reddit search usage rose to over 80 million after merging it with its AI-powered Reddit Answers feature. Executives are testing new search placements and richer AI results to keep more research activity on the platform.