Technology 2 March 2026 - 3 March 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
MongoDB (MDB) stock tumbles 20% on cautious outlook — the details Wall Street is parsing
···

MongoDB (MDB) stock tumbles 20% on cautious outlook — the details Wall Street is parsing

MongoDB shares fell 20.4% to $258.63 Tuesday after the company issued a weaker-than-expected first-quarter profit outlook and reported slightly slower growth in its Atlas cloud database product. The drop erased about $7.5 billion in market value. Atlas revenue grew 29% in the fourth quarter, while total revenue rose 27% to $695.1 million. Broader software stocks traded unevenly as investors awaited Friday’s U.S. jobs report.
March 3, 2026
Lumentum (LITE) stock slides after Nvidia’s $2 billion investment — what investors watch next
···

Lumentum (LITE) stock slides after Nvidia’s $2 billion investment — what investors watch next

Lumentum shares dropped about 13% Tuesday, erasing gains from Nvidia’s $2 billion investment announcement. A filing showed Nvidia bought Series A convertible preferred stock at $695.31 per share, below Lumentum’s prior close. The preferred shares cannot convert until U.S. antitrust review ends. Traders await Lumentum’s March 17 investor briefing for updates on manufacturing plans.
March 3, 2026
Palantir stock price slips after Peter Thiel signals $280 million PLTR share sale
···

Palantir stock price slips after Peter Thiel signals $280 million PLTR share sale

Palantir shares fell 2.4% to $141.68 Tuesday after co-founder Peter Thiel filed to potentially sell up to 2 million shares worth about $280 million. The move followed a 5.8% surge Monday as investors bought defense stocks amid new Middle East fighting. Brent crude rose 7% to $83 a barrel as the U.S.-Israeli conflict with Iran escalated. Palantir also faces a new fraud lawsuit in Texas seeking under $1 million in damages.
March 3, 2026
Sandisk stock price slides 7% as oil spike rattles tech; traders eye next catalyst
···

Sandisk stock price slides 7% as oil spike rattles tech; traders eye next catalyst

Sandisk Corp shares dropped 7.2% to $574.26 in early Tuesday trading, after closing at $619.08 on Monday. The decline followed a broader tech selloff, with the Nasdaq Composite down 2% at the open as oil prices surged and Middle East tensions escalated. Western Digital, Micron, and Seagate also fell. Investors await Sandisk’s remarks at a Morgan Stanley conference later today.
March 3, 2026
Nvidia stock slips premarket as oil shock hits tech; $4 billion optics bet in focus
···

Nvidia stock slips premarket as oil shock hits tech; $4 billion optics bet in focus

Nvidia shares fell about 3% to $177.09 in premarket trading Tuesday, reversing Monday’s gain. The drop followed U.S. and Israeli strikes on Iran, which sent oil prices higher and pressured tech stocks. Nvidia had just announced a $4 billion investment in photonics, splitting funds between Lumentum and Coherent for data-center chip development. Investors await further product updates at Nvidia’s upcoming GTC conference.
March 3, 2026
AST SpaceMobile stock jumps nearly 10% in premarket as earnings, Orange deal put next launch in focus
···

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
···

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
···

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
···

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
···

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
···

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
···

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
···

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
···

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
···

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
1 … 5 6 7 8 9 … 92