Technology 4 March 2026 - 5 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
Nebius Group lands Missouri OK for 1.2‑GW “AI factory” as NBIS stock jumps
···

Nebius Group lands Missouri OK for 1.2‑GW “AI factory” as NBIS stock jumps

Nebius Group secured city approval for a Chapter 100 incentive package for its planned AI data-center campus in Independence, Missouri, which could reach 1.2 gigawatts of capacity. The 5-2 vote grants long-term tax abatements worth up to $6.26 billion over 20 years. NBIS shares rose about 13% in premarket trading. The campus would cover 400 acres and create about 1,200 construction and 130 permanent jobs.
March 5, 2026
Broadcom stock jumps after CEO flags $100 billion AI chip revenue in 2027, $10 billion buyback
···

Broadcom stock jumps after CEO flags $100 billion AI chip revenue in 2027, $10 billion buyback

Broadcom forecast over $100 billion in annual AI chip revenue for 2027 and projected second-quarter revenue of about $22 billion, above Wall Street estimates. Fiscal first-quarter revenue rose 29% to $19.31 billion, with AI semiconductor revenue reaching $8.4 billion. Shares climbed nearly 5% in after-hours trading. The company approved a new $10 billion share repurchase program through 2026.
March 5, 2026
DroneShield unlocks 1.3 million new shares as staff options vest — and selling may follow
···

DroneShield unlocks 1.3 million new shares as staff options vest — and selling may follow

DroneShield Limited has applied to list 1,335,000 new shares on the ASX after performance options were exercised, with no sale restrictions, according to a filing. The company expects some employees will sell. Shares rose 8.48% to A$3.64 in afternoon trade. The new stock adds to a steady flow of option conversions that investors monitor for dilution and insider selling.
March 5, 2026
AST SpaceMobile (ASTS) stock jumps on Telus equity stake in Canada satellite-to-phone plan
···

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
Oracle joins White House power pledge for AI data centers as Oracle earnings near
···

Oracle joins White House power pledge for AI data centers as Oracle earnings near

Oracle signed a White House pledge to cover power costs for new AI data centers, joining Google, Microsoft, and Amazon. The agreement aims to prevent rising household electricity bills as data-center construction accelerates. Oracle will report quarterly results on March 10, with investors focused on cloud spending. The pledge is voluntary and lacks enforcement provisions.
March 5, 2026
Fortnite’s back: Alphabet’s Google loosens Play Store billing and cuts Android fees
···

Fortnite’s back: Alphabet’s Google loosens Play Store billing and cuts Android fees

Google will allow Android app developers to use their own billing systems and reduce fees, following a settlement with Epic Games that could return Fortnite to the Play Store after five years. The agreement, filed in San Francisco federal court, awaits a judge’s approval with a hearing set for April 9. Google plans to lower its standard in-app purchase fee to 20% and subscription fee to 10%, phasing in changes through 2027.
March 5, 2026
Meta signs White House power pledge as AI data centers put U.S. electricity bills in focus
···

Meta signs White House power pledge as AI data centers put U.S. electricity bills in focus

Meta, Amazon, Google, Microsoft, OpenAI, Oracle, and xAI signed a White House pledge to cover new power and grid costs for data centers, aiming to prevent higher household electricity bills. The Trump administration announced the agreement as AI-driven data center expansion faces local opposition and scrutiny over energy use. Critics say the voluntary pledge may be difficult to enforce and may not address power supply delays.
March 4, 2026
Broadcom stock after earnings: AI chip outlook tops estimates, buyback in focus
···

Broadcom stock after earnings: AI chip outlook tops estimates, buyback in focus

Broadcom shares rose 1.1% to $317.53 in after-hours trading after forecasting second-quarter revenue of about $22 billion, topping analyst estimates. First-quarter revenue climbed 29% to a record $19.31 billion, with AI chip sales up 106% year-on-year to $8.4 billion. The company authorized a new $10 billion share buyback and kept its dividend unchanged. Investors await further details on margins and AI demand in the earnings call.
March 4, 2026
Amazon stock price jumps after $427 million Virginia campus buy puts AI data centers back in view
···

Amazon stock price jumps after $427 million Virginia campus buy puts AI data centers back in view

Amazon shares rose 3.9% to $216.77 in after-hours trading Wednesday after announcing a $427 million purchase of George Washington University’s Virginia Science and Technology campus in Ashburn for new data-center capacity. The company faces zoning hurdles and local power constraints for the site. Investors await Friday’s U.S. jobs report as Amazon projects $200 billion in 2026 capital expenditures.
March 4, 2026
Western Digital stock jumps as CEO flags hyperscaler orders through 2028
···

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
ServiceNow stock rises as CEO share-buy filing lands and Morgan Stanley chat nears
···

ServiceNow stock rises as CEO share-buy filing lands and Morgan Stanley chat nears

ServiceNow shares climbed 1.3% to $114.66 Wednesday afternoon, rebounding after weeks of losses but still 46% below last July’s high. CEO William McDermott bought nearly $3 million in shares last week, according to an SEC filing. The company recently expanded its buyback authorization by $5 billion. McDermott is scheduled to speak at a Morgan Stanley conference later Wednesday.
March 4, 2026
AST SpaceMobile stock jumps after Telus signs Canada satellite-to-phone deal, takes equity stake
···

AST SpaceMobile stock jumps after Telus signs Canada satellite-to-phone deal, takes equity stake

TELUS will take an equity stake in AST SpaceMobile and invest in ground infrastructure to support satellite-to-phone service across Canada, the companies said Wednesday. AST shares rose about 12% after the announcement. Service is planned for late 2026 using standard smartphones and low-Earth-orbit satellites. AST reported Q4 revenue of $54.3 million and a net loss of $74 million.
March 4, 2026
Salesforce stock price slips as Formula 1 AI tie-up lands and buyback doubts linger
···

Salesforce stock price slips as Formula 1 AI tie-up lands and buyback doubts linger

Salesforce shares fell 0.2% to $195.73 in early afternoon trading Wednesday, tracking weakness across the software sector as investors weigh AI’s impact on subscription models. The company launched an AI-powered “fan companion” for Formula 1 and expanded its buyback program by $30 billion. U.S. private payrolls rose by 63,000 in February, ahead of Friday’s official jobs report. The Fed is expected to hold rates at its March meeting.
March 4, 2026
Nvidia stock rises as AI chip shares bounce; Broadcom earnings and jobs data next
···

Nvidia stock rises as AI chip shares bounce; Broadcom earnings and jobs data next

Nvidia shares rose 1.5% to $182.77 after announcing a $4 billion investment in photonics suppliers, lifting other AI-linked chip stocks mid-session. Advanced Micro Devices gained 4.8%, Broadcom added 2.4%, and Super Micro Computer climbed 5.9%. Investors await Broadcom’s earnings after the close and Friday’s U.S. jobs report for further direction. Goldman Sachs flagged near-term correction risks for global equities.
March 4, 2026
MongoDB stock steadies after a brutal slide — why Atlas growth is suddenly the only thing that matters
···

MongoDB stock steadies after a brutal slide — why Atlas growth is suddenly the only thing that matters

MongoDB shares rose 0.9% to $254.92 midday Wednesday after a steep drop Tuesday, following muted guidance and slowing growth in its Atlas cloud unit. Fourth-quarter revenue reached $695.1 million, up 27% year over year, with Atlas revenue up 29% but decelerating. Analysts remain divided on whether the outlook signals weaker demand. The company named Erica Volini chief customer officer amid leadership changes.
March 4, 2026
1 … 4 5 6 7 8 … 94