Technology 28 February 2026 - 1 March 2026

Western Digital stock jumps as CEO flags hyperscaler orders through 2028
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Western Digital stock jumps as CEO flags hyperscaler orders through 2028

Western Digital shares jumped 6.3% to $266.36 Wednesday afternoon, rebounding with storage peers after executives cited longer cloud customer order commitments and a firmer price outlook. CEO Irving Tan said top hyperscale clients have placed orders through 2028. Traders are watching Friday’s U.S. jobs report and the Fed’s March meeting for signals on rates and risk appetite.
March 4, 2026
AST SpaceMobile stock drops, setting up a high-stakes Monday as Vodafone JV goes live
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AST SpaceMobile stock drops, setting up a high-stakes Monday as Vodafone JV goes live

AST SpaceMobile shares fell 7.7% to $79.19 Friday, ending a volatile week ahead of its March 2 quarterly business update. The company’s European joint venture with Vodafone has launched, with ground stations under construction in Spain and the UK. Recent filings show $1.075 billion in convertible notes outstanding and equity offerings to fund debt repurchases. Virgin Media O2 launched a rival satellite-to-phone service this week.
March 1, 2026
ServiceNow stock: Autonomous CRM reveal tees up Monday trade — what investors watch next
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ServiceNow stock: Autonomous CRM reveal tees up Monday trade — what investors watch next

ServiceNow shares closed down 1.18% at $108.01 Friday, outperforming several software peers despite a broader market drop. The company will showcase a telecom-focused “Autonomous CRM” using AI agents at Mobile World Congress in Barcelona this week. Bell cited a 25% cut in customer response time after adopting the platform. Investors are watching AI-driven market swings and upcoming U.S. jobs data.
March 1, 2026
Sandisk stock price: SNDK slides on insider filings as traders brace for a busy week
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Sandisk stock price: SNDK slides on insider filings as traders brace for a busy week

Sandisk shares fell 2.5% to $635.36 on Friday after SEC filings showed insider share sales for tax withholding by top executives. The drop followed recent stock supply moves by former parent Western Digital and comes ahead of Sandisk’s appearance at a major tech conference on March 3. Investors are watching for signals on demand and supply as macroeconomic data looms this week.
March 1, 2026
Micron stock: India chip plant starts production, MU traders turn to Monday and March earnings
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Micron stock: India chip plant starts production, MU traders turn to Monday and March earnings

Micron Technology said it has started commercial production at a new semiconductor assembly and test facility in Sanand, India. The company marked the opening by delivering its first made-in-India memory modules to Dell Technologies. Micron shares closed down 0.8% Friday at $412.37 amid a broader tech selloff. Investors await Micron’s March 18 earnings call for further guidance.
March 1, 2026
Nasdaq week ahead: Iran strikes, oil shock risk and jobs data hang over tech stocks
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Nasdaq week ahead: Iran strikes, oil shock risk and jobs data hang over tech stocks

Nasdaq closed down 0.92% Friday as wholesale inflation rose and Nvidia shares dropped 4.2%. U.S.-Israeli strikes on Iran killed Supreme Leader Ali Khamenei, prompting Iran to launch missiles and warn the Strait of Hormuz is closed. Traders expect oil prices and market volatility to spike at Monday’s open. OpenAI announced a $110 billion funding round valuing the company at $840 billion.
March 1, 2026
Technology News 01.03.2026
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Technology News 01.03.2026

ENDEDLive coverage has endedEnded: March 2, 2026, 12:02 AM EST Tesla Cybercab Mass Production Signals Robotaxi Push at Scale March 1, 2026, 11:58 PM EST. In mid-February, Tesla's Gigafactory in Austin rolled the first mass-produced Cybercab off the line. Elon Musk celebrated on social media as the company outlined a driverless, L5-capable robotaxi priced at no more than $30,000 (about ¥210,000). Production is slated to begin on a large scale in April 2026, with the Texas plant targeting 2-4 million vehicles annually, potentially surpassing Model 3/Y output. Tesla touts an Unboxed manufacturing process that splits the body into four modules,
March 1, 2026
Nebius Group NBIS stock takes a 13% hit as CoreWeave capex plan spooks AI cloud names
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Nebius Group NBIS stock takes a 13% hit as CoreWeave capex plan spooks AI cloud names

Nebius Group N.V. shares fell 13.05% to $91.19 Friday, with trading volume surging to 22.8 million shares. The drop followed CoreWeave’s announcement of a sharp increase in 2026 capital spending, raising sector-wide concerns over funding and margins. Nebius reported $2.1 billion in Q4 capital expenditures and expects 2026 revenue to reach $7–9 billion. CEO Arkady Volozh will speak at a Morgan Stanley conference on March 4.
February 28, 2026
Lam Research (LRCX) slips for a second day — 3 things to watch before Monday
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Lam Research (LRCX) slips for a second day — 3 things to watch before Monday

Lam Research fell 2.17% to $233.89 Friday, extending a two-day slide after hitting a 52-week high Wednesday. Chip stocks stayed under pressure following a hotter-than-expected U.S. wholesale inflation report and Nvidia’s recent drop. The Philadelphia semiconductor index fell about 3% Thursday. Investors await Lam’s March conference appearances and next week’s U.S. jobs data.
February 28, 2026
Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus
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Intel stock week ahead: ASML’s next-gen EUV call and Nvidia’s CPU push put INTC in focus

Intel shares closed Friday up 0.33% at $45.61 but slipped 0.48% in after-hours trading. Nvidia CEO Jensen Huang said Nvidia could become a major CPU maker, intensifying competition. ASML’s new High-NA EUV tools are ready for high-volume use, but full production integration will take two to three years. Intel will present at the Morgan Stanley TMT Conference on March 4.
February 28, 2026
Microsoft stock drops on OpenAI’s $110 billion raise — what MSFT investors watch next week
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Microsoft stock drops on OpenAI’s $110 billion raise — what MSFT investors watch next week

Microsoft shares fell 2.24% Friday to $392.74, dropping below $400 as investors reacted to OpenAI’s $110 billion funding round and a new Amazon cloud deal. The stock was little changed after-hours. Microsoft and OpenAI said their commercial relationship and Azure’s API exclusivity remain unchanged. Japan’s Fair Trade Commission raided Microsoft Japan on February 25 over alleged cloud market restrictions.
February 28, 2026
Nvidia stock slides into weekend after new “inference” chip report — what NVDA investors watch next
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Nvidia stock slides into weekend after new “inference” chip report — what NVDA investors watch next

Nvidia shares dropped 4.16% to $177.19 on Friday, extending a two-day slide, but edged up 0.35% after hours. The Wall Street Journal reported Nvidia is preparing a new processor for AI inference work for OpenAI and others. The stock is down about 9% since February 25. Traders await Monday’s market reopen and Nvidia’s GTC conference on March 16 as the next major events.
February 28, 2026
Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus
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Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus

Cisco shares closed up 1.74% at $79.46 Friday, outperforming a declining market as 27.46 million shares traded. U.S. cyber agencies warned of active exploitation of a critical Cisco SD-WAN flaw, with emergency patch deadlines set for federal agencies. Cisco said no new financial details will be shared at investor events in early March, including a March 5 Morgan Stanley conference.
February 28, 2026
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