Technology News 10.03.2026
LIVETechnology news rolling coverageStarted: March 10, 2026, 12:00 AM EDTUpdated: March 10, 2026, 7:50 AM EDT
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Dell stock rises nearly 2% as board declares $0.63 dividend; analysts flag AI server upside
Dell shares rose 1.9% to $150.83 Monday after the company declared a $0.63 quarterly dividend, payable May 1. Bernstein reiterated an Outperform rating, citing strong AI server momentum. About 8.1 million shares traded. Investors await comments from Dell’s CFO at a March 4 conference.
Nvidia stock price rises as $4 billion optics bet lifts Lumentum, Coherent — what AI traders watch next
Nvidia will invest $2 billion each in Lumentum and Coherent, securing multiyear supply deals for advanced data-center optics. Coherent shares surged 14%, Lumentum rose 8%, and Nvidia gained 3% in midday trading. A regulatory filing showed Nvidia bought 7.8 million Coherent shares at $256.80 each in a private placement.
Coherent stock jumps 14% as Nvidia commits $2 billion in AI optics deal
Nvidia said Monday it will invest $2 billion each in Coherent and Lumentum, securing future supply of advanced photonics components. Coherent shares jumped 14% and Lumentum rose 8% in midday trading. Nvidia bought 7.8 million Coherent shares at $256.80 each in a private placement. The deals include multi-year purchase commitments and access to new product lines.
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.
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.
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.
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.
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.
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.