Technology 2 March 2026 - 3 March 2026

AST SpaceMobile (ASTS) stock jumps on Telus equity stake in Canada satellite-to-phone plan
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AST SpaceMobile (ASTS) stock jumps on Telus equity stake in Canada satellite-to-phone plan

AST SpaceMobile shares rose 13% Wednesday after Telus announced it will take an equity stake and invest in ground infrastructure to support satellite-to-phone coverage in Canada. Telus plans to offer satellite-powered mobile services in remote areas by late 2026. AST also signed a partnership with AXIAN Telecom to launch direct-to-device service in Africa, pending regulatory approval. AST’s market value reached about $17.6 billion.
March 5, 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
Coherent (COHR) stock price slips in premarket after Nvidia’s $2 billion stake — what to know before the open
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Coherent (COHR) stock price slips in premarket after Nvidia’s $2 billion stake — what to know before the open

Coherent Corp shares fell about 6% in premarket trading Tuesday after soaring 15.4% Monday on news of a $2 billion private placement with Nvidia at $256.80 per share. The deal gives Nvidia access to five Coherent product families tied to co-packaged optics. Monday’s close was $298.91. Coherent is set to present at the Morgan Stanley TMT Conference later Tuesday.
March 3, 2026
Lam Research stock price slips as LRCX eyes Tuesday conference and Friday jobs report
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Lam Research stock price slips as LRCX eyes Tuesday conference and Friday jobs report

Lam Research shares fell 1.24% to $231, marking a third consecutive decline and closing about 10% below the 52-week high. SEC filings showed CFO Douglas Bettinger and other top executives received equity awards and withheld shares for taxes. Trading volume was 10.2 million, below the 50-day average. Bettinger is set to speak at the Morgan Stanley TMT Conference on Tuesday.
March 3, 2026
Applied Optoelectronics (AAOI) stock jumps 22% as Nvidia photonics push lights up AI optics trade
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Applied Optoelectronics (AAOI) stock jumps 22% as Nvidia photonics push lights up AI optics trade

Applied Optoelectronics shares surged 21.7% to $102.51 Monday on heavy volume after Nvidia announced $2 billion investments in photonics suppliers. The stock traded between $93.78 and $110.00, with about 27 million shares changing hands. Investors focused on AAOI’s revenue outlook, production capacity, and a new $250 million at-the-market stock program.
March 3, 2026
Coherent stock jumps after Nvidia $2 billion investment as AI optics bets heat up
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Coherent stock jumps after Nvidia $2 billion investment as AI optics bets heat up

Coherent Corp. shares jumped 15.4% to $298.91 after Nvidia announced a $2 billion investment and multi-year supply deal for advanced optics. Nvidia bought 7.8 million Coherent shares at $256.80 each and secured rights to additional product lines. Nvidia also struck a similar $2 billion optics agreement with Lumentum. Coherent’s stock touched $304 in after-hours trading.
March 3, 2026
Why Lumentum stock jumped after Nvidia’s $2 billion optics investment — and what comes next
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Why Lumentum stock jumped after Nvidia’s $2 billion optics investment — and what comes next

Lumentum shares surged 11.8% to $783.25 in after-hours trading after Nvidia disclosed a $2 billion investment via convertible preferred stock. The deal includes a multi-year optics partnership aimed at advancing AI infrastructure. Traders await further details on capacity expansion and disclosures before an industry optics conference later this month. Coherent shares also rose after a similar Nvidia investment.
March 3, 2026
AST SpaceMobile stock jumps after Q4 revenue spike as Orange signs up for satellite-to-phone tests
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AST SpaceMobile stock jumps after Q4 revenue spike as Orange signs up for satellite-to-phone tests

AST SpaceMobile reported fourth-quarter revenue of $54.3 million, up from $1.9 million a year earlier, but posted a wider loss per share at 26 cents. Shares rose about 10% after the company disclosed over $3.9 billion in cash and liquidity. Orange and Vodafone announced new deals to add satellite connectivity to mobile networks in Europe and Africa. Investors remain focused on launch schedules and conversion of operator agreements into paid services.
March 3, 2026
Broadcom stock price: AVGO wobbles after-hours as earnings loom and VMware telco push lands
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Broadcom stock price: AVGO wobbles after-hours as earnings loom and VMware telco push lands

Broadcom shares fell 0.3% after hours Monday to $318.82 ahead of fiscal Q1 results due March 4. RBC Capital Markets cut its price target to $340, citing strong AI hardware demand but kept a “Sector Perform” rating. Broadcom launched VMware Telco Cloud Platform 9 at Mobile World Congress, promising lower costs and power use for telecom operators. Investors are watching for signs of steady AI demand and margin clarity.
March 2, 2026
Alphabet (GOOG) stock drops as war jitters and AI nerves hang over the next session
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Alphabet (GOOG) stock drops as war jitters and AI nerves hang over the next session

Alphabet Class C shares fell 1.6% to $306.36 in after-hours trading Monday, underperforming some tech peers. The drop followed renewed investor concerns over Middle East conflict and uncertainty about AI spending returns. Alphabet’s board declared a $0.21 per share dividend, payable March 16. Key U.S. jobs and inflation data are due March 6 and March 11, ahead of the Fed’s policy meeting.
March 2, 2026
Amazon stock slips after-hours as AWS outage hits UAE and a $21 billion Spain buildout sharpens focus on spending
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Amazon stock slips after-hours as AWS outage hits UAE and a $21 billion Spain buildout sharpens focus on spending

Amazon shares fell 0.8% after AWS reported power and connectivity outages in the UAE and Bahrain following unidentified objects striking a data center. The disruption affected cloud services and banking platforms in the region. Amazon also announced a €21 billion investment to expand data centers in Spain. In India, Amazon will drop referral fees for products under 1,000 rupees and cut some shipping charges.
March 2, 2026
Lam Research stock falls late Monday as oil shock keeps chip names on edge
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Lam Research stock falls late Monday as oil shock keeps chip names on edge

Lam Research shares fell 1.4% to $230.66 in late Monday trading, underperforming the semiconductor sector as oil prices surged on Middle East conflict. Investors are eyeing CFO Doug Bettinger’s appearance at a Morgan Stanley conference Tuesday and a March 4 dividend record date. The iShares Semiconductor ETF slipped 0.2%. Lam’s COO transition takes effect March 6.
March 2, 2026
Corning stock pops after Gorilla Glass Ceramic 3 reveal, Motorola debut set for MWC
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Corning stock pops after Gorilla Glass Ceramic 3 reveal, Motorola debut set for MWC

Corning shares rose 4% to $156.44 in early trading Monday after the company launched Gorilla Glass Ceramic 3, which Motorola will use on its upcoming razr fold device. The announcement came as U.S. stocks fell on broader market concerns. Corning did not disclose pricing or adoption details. Investors await comments from Corning’s CFO at a conference Tuesday and updates from Mobile World Congress.
March 2, 2026
Intel stock slips as Ericsson 6G push lands at Mobile World Congress — what traders watch next
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Intel stock slips as Ericsson 6G push lands at Mobile World Congress — what traders watch next

Intel shares fell about 1% to $45.15 late Monday morning, trailing gains in Nvidia and AMD, as MWC Barcelona opened. Intel and Ericsson announced an expanded “AI-native 6G” partnership, aiming to accelerate commercial network development. Investors await more customer details and Intel’s next investor event on March 4. Market sentiment was cautious amid rising oil prices and Middle East tensions.
March 2, 2026
Coherent (COHR) stock price jumps nearly 10% after Nvidia commits $2 billion investment
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Coherent (COHR) stock price jumps nearly 10% after Nvidia commits $2 billion investment

Coherent shares jumped 9% after Nvidia invested $2 billion in the company through a private placement at $256.80 per share and expanded a supply agreement for AI data center optics. Coherent disclosed it sold 7.8 million shares to Nvidia, with the funds aimed at research, manufacturing, and expanded product access. Investors await further details from management later this month.
March 2, 2026
Applied Optoelectronics stock jumps again, but gives back early spike after touching $110
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Applied Optoelectronics stock jumps again, but gives back early spike after touching $110

Applied Optoelectronics jumped 12% Monday, peaking at $110 before slipping to $94.32. The surge followed Nvidia’s $2 billion photonics deals and a Wall Street Zen rating upgrade. The company recently reported record Q4 revenue and filed to sell up to $250 million in stock. Traders are watching for further moves ahead of the OFC conference later this month.
March 2, 2026
AMD stock drops 3% as new Ryzen AI PC chips debut into a jittery market
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AMD stock drops 3% as new Ryzen AI PC chips debut into a jittery market

AMD shares fell 3.1% to $194.04 by mid-morning Monday, underperforming the broader chip sector after the company launched its Ryzen AI 400 desktop processors. Oil prices surged on Middle East conflict concerns, fueling inflation and rate worries ahead of key U.S. data. The Nasdaq dropped 1.53% at the open. AMD’s new chips target Microsoft Copilot+ PCs, with systems expected in the second quarter.
March 2, 2026
Apple stock price today: AAPL dips as $599 iPhone 17e and new iPad Air land
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Apple stock price today: AAPL dips as $599 iPhone 17e and new iPad Air land

Apple shares fell 0.5% to $262.80 in morning trading Monday as U.S. stocks slipped on geopolitical tensions. Apple launched the iPhone 17e and a redesigned iPad Air, both available March 11, with preorders starting Wednesday. Investors are watching preorder demand and Friday’s U.S. jobs report for signals on risk appetite. Google reportedly discussed hosting servers for Siri using its Gemini AI model, Reuters said.
March 2, 2026
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