Today: 4 March 2026
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Delixy Holdings (DLXY) stock jumps 158% after hours as Hormuz disruption rattles oil trade
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4 March 2026
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Delixy Holdings (DLXY) stock jumps 158% after hours as Hormuz disruption rattles oil trade

Delixy Holdings shares soared 158% in after-hours Nasdaq trading Tuesday, rebounding from a 17% drop during the day as crude prices spiked on Middle East supply disruptions. Oil rose after fighting near Iran closed the Strait of Hormuz, halting tanker traffic and pushing up shipping and insurance costs. Delixy, a Singapore-based oil trader, ended the day with a market value of $13.4 million.
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Mobix Labs stock in focus: MOBX steadies premarket after 533% surge on Navy Tomahawk order
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Mobix Labs stock in focus: MOBX steadies premarket after 533% surge on Navy Tomahawk order

Mobix Labs shares held near $1.12 in early premarket trading Wednesday after soaring 533% Tuesday on news of a production purchase order tied to the U.S. Navy’s Tomahawk missile program. The company did not disclose the order’s value or delivery timeline. Traders await further details and the 9:30 a.m. ET market open.
4 March 2026
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BATL stock steadies in premarket after doubling as Hormuz fears lift oil — what’s next for Battalion Oil

BATL stock steadies in premarket after doubling as Hormuz fears lift oil — what’s next for Battalion Oil

Battalion Oil shares were steady at $11.80 in premarket trading Tuesday after surging 113.8% Monday, tracking a sharp rise in crude prices. Brent crude climbed 4.1% to $80.89 a barrel as conflict near the Strait of Hormuz raised supply fears and pushed up shipping costs. Marine insurers have begun canceling war-risk coverage for vessels in the region, with new rates taking effect March 5.
3 March 2026
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BAE Systems and Babcock shares jump as Iran war jolts markets and lifts defence spending bets

BAE Systems and Babcock shares jump as Iran war jolts markets and lifts defence spending bets

BAE Systems shares jumped 6.1% and Babcock International rose 1.7% Monday, bucking a 1.2% drop in the FTSE 100, as investors responded to escalating conflict involving Iran. Oil prices surged and defence stocks rallied after Iranian attacks disrupted shipping in the Strait of Hormuz. The White House signaled plans to boost the U.S. defence budget to $1.5 trillion by 2027.
3 March 2026
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Macquarie Group share price slides again as oil shock grips markets — what MQG investors watch next

Macquarie Group share price slides again as oil shock grips markets — what MQG investors watch next

Macquarie Group shares fell 1.6% to A$196.71 in Sydney, extending losses after a 6.4% drop, as oil prices rose on Middle East supply fears. The S&P/ASX 200 closed down 1.34%, while volatility hit a three-month high. Brent crude climbed 2.2% to $79.44 a barrel amid concerns over the U.S.-Israeli conflict with Iran. Macquarie made no announcements Tuesday, leaving shares exposed to global market swings.
3 March 2026
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Intel stock dips after hours as Ericsson 6G tie-up puts INTC back in focus at MWC

Intel stock dips after hours as Ericsson 6G tie-up puts INTC back in focus at MWC

Intel shares slipped 0.3% after hours Monday to $45.50 following news of a collaboration with Ericsson on “AI-native 6G” technology at Mobile World Congress. The partnership targets telecom network infrastructure, not consumer phones. Investors are awaiting Intel’s March 4 conference appearance and Friday’s U.S. jobs report for signals on demand and interest rates.
3 March 2026
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Dubai Real Estate Forecast After Iran Strikes: What Investors Watch as UAE Markets Reopen

Dubai Real Estate Forecast After Iran Strikes: What Investors Watch as UAE Markets Reopen

Debris from Iranian drone and missile strikes damaged Dubai International Airport, the Burj Al Arab, and Palm Jumeirah, forcing flight suspensions and disrupting travel. Dubai’s main stock index closed down 1.8% on Friday, led by a 4.1% drop in Emaar Properties, before the attacks. February property sales reached AED 60.6 billion, according to Dubai Land Department data. UAE equity markets remain closed until Monday.
1 March 2026
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GE Vernova stock edges higher after Italy wind order and $30 million grid plant expansion

GE Vernova stock edges higher after Italy wind order and $30 million grid plant expansion

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4 March 2026
GE Vernova shares rose 0.8% to $848.76 after announcing new wind and grid equipment deals in Italy, including 17 turbines for IVPC Group’s Fortore wind farm. The company will invest $30 million to expand its Milan-area plant, adding 50 jobs. GE Vernova also closed the $600 million sale of its Proficy software unit to TPG. Equipment shortages and labor constraints continue to affect project timelines.
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India stock market today: Nifty sinks below 24,500 as oil spike hits Sensex; rupee tumbles to record

India stock market today: Nifty sinks below 24,500 as oil spike hits Sensex; rupee tumbles to record

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4 March 2026
Indian shares fell sharply Wednesday, with the Nifty 50 down 1.55% and Sensex losing 1.40%, as surging Brent crude prices and Middle East tensions rattled markets. The rupee weakened past 92 per dollar for the first time, and 10-year bond yields rose to 6.717%. Airline stocks dropped after reports of flight cancellations. Domestic services PMI showed slowing growth and rising input costs.
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Circle Internet Group stock rises as oil-driven rate worries linger; insider sale notices filed

Circle Internet Group stock rises as oil-driven rate worries linger; insider sale notices filed

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4 March 2026
Circle shares rose 3.1% to $102.69 Wednesday, extending a rally as oil prices and Fed rate-cut odds shifted. Two insiders, CFO Jeremy Fox-Geen and officer Hossein Razzaghi, filed to sell a combined 47,357 shares under SEC Rule 144. Trading volume topped 12 million shares. Investors await Friday’s U.S. jobs data and the Fed’s March meeting for further rate signals.
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CrowdStrike stock holds steady after upbeat 2027 forecast as Wall Street sizes up ARR

CrowdStrike stock holds steady after upbeat 2027 forecast as Wall Street sizes up ARR

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4 March 2026
CrowdStrike shares traded near $391 Wednesday after volatile swings, following a fourth-quarter revenue jump of 23% to $1.31 billion and ARR of $5.25 billion, up 24%. The company’s fiscal 2027 revenue forecast topped Wall Street estimates. Investors are watching ARR growth and cash flow amid rising AI-driven competition. Costs tied to the 2024 Windows outage reached $117.7 million for fiscal 2026.
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AMD CEO Lisa Su says MI450 ramp has “enough CoWoS” as investors watch AI chip supply

AMD CEO Lisa Su says MI450 ramp has “enough CoWoS” as investors watch AI chip supply

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4 March 2026
AMD CEO Lisa Su said Tuesday the company has enough CoWoS capacity to ship rack-scale AI systems in volume in the second half of 2026, as it expects a ramp for its MI450 chips. AMD shares rose 3.1% to $196.91 in morning trading. The company recently signed multi-billion dollar AI chip supply deals with Meta and OpenAI, both including options to buy up to 10% of AMD.
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Robinhood stock jumps with bitcoin rally as traders eye tonight’s ‘Take Flight’ keynote

Robinhood stock jumps with bitcoin rally as traders eye tonight’s ‘Take Flight’ keynote

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4 March 2026
Robinhood shares jumped 8.2% to $82.33 Wednesday, tracking a surge in bitcoin and other crypto assets. Coinbase rose 14.3% in the same session. Investors are awaiting details on Robinhood’s new advisor referral pilot, which currently targets employees with at least $250,000 in assets and may expand in Q2. The company’s keynote is scheduled for later today.
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Why Alphabet’s Google Class C stock (GOOG) is in focus today: Trump’s power pledge and a new Waymo probe

Why Alphabet’s Google Class C stock (GOOG) is in focus today: Trump’s power pledge and a new Waymo probe

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4 March 2026
Trump will meet Big Tech leaders, including Google, at the White House Wednesday to sign a “Ratepayer Protection Pledge” addressing AI data center electricity costs. U.S. safety officials opened a new probe into Alphabet’s Waymo after a self-driving car passed a stopped school bus in Texas. Alphabet’s Class C shares rose 0.26% to $304.34 in early trading.
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Broadcom’s VMware Aria bug hits CISA exploited list, setting patch clock for agencies

Broadcom’s VMware Aria bug hits CISA exploited list, setting patch clock for agencies

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4 March 2026
CISA added Broadcom’s VMware Aria Operations vulnerability CVE-2026-22719 to its exploited-bugs list, ordering federal agencies to patch by March 24. Broadcom acknowledged reports of possible exploitation but said it could not confirm them. Patches and a workaround are available. The alert comes as Broadcom prepares to report quarterly earnings after the market close.
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T-Mobile sues Verizon back over “Better Deal” ads as false-ad fight escalates

T-Mobile sues Verizon back over “Better Deal” ads as false-ad fight escalates

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4 March 2026
T-Mobile filed a countersuit against Verizon in Manhattan federal court, accusing Verizon of “bait-and-switch” tactics in its “Better Deal” ad campaign. The move follows Verizon’s February lawsuit alleging T-Mobile exaggerated savings claims. T-Mobile shares rose 0.7% to $220.12, while Verizon stock was flat. Both companies are seeking to halt each other’s ads and triple damages under the Lanham Act.
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VCI Global Limited (VCIG) Whipsaws After Malaysia NVIDIA-Powered AI GPU Center Goes Live

VCI Global Limited (VCIG) Whipsaws After Malaysia NVIDIA-Powered AI GPU Center Goes Live

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4 March 2026
VCI Global’s V Gallant unit launched what it called Malaysia’s first NVIDIA-powered AI GPU Computing Center on March 3 and introduced its Intelli‑X enterprise language model platform. The Nasdaq-listed company’s shares surged in U.S. premarket trading before retreating. The new facility targets government, enterprise, and SME customers seeking local AI compute and data control. VCI Global plans to monetize through compute leasing and subscriptions.
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Strategy stock jumps 11% as bitcoin climbs above $72,000 after fresh buying disclosure

Strategy stock jumps 11% as bitcoin climbs above $72,000 after fresh buying disclosure

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4 March 2026
Strategy Inc shares jumped 11% to $147.39 Wednesday morning as bitcoin surged 7.6% to $72,743. The company disclosed it bought 3,015 bitcoin for $204.1 million, funded by recent stock and preferred share sales. Strategy raised its STRC preferred dividend rate to 11.50%, with payouts set for March 31 to holders on record March 15. Traders remain focused on dilution risk and bitcoin’s price swings.
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Lumentum stock wobbles as Nvidia’s $2 billion optics deal sinks in, with traders eyeing what’s next

Lumentum stock wobbles as Nvidia’s $2 billion optics deal sinks in, with traders eyeing what’s next

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4 March 2026
Lumentum shares fell 0.8% to $688.94 after sharp swings following Nvidia’s $2 billion investment and purchase commitment for AI data-center optics. The deal includes 2.87 million Series A preferred shares sold to Nvidia at $695.31 each, pending antitrust review. Investors await capacity details at Lumentum’s OFC 2026 briefing on March 17. Needham raised its price target to $850, citing new laser supply commitments.
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Apple stock barely budges after $599 MacBook Neo reveal as Wall Street weighs margin risks

Apple stock barely budges after $599 MacBook Neo reveal as Wall Street weighs margin risks

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4 March 2026
Apple shares rose 0.1% to $263.94 after the company introduced the $599 MacBook Neo, its lowest-priced laptop to date. Pre-orders open Wednesday, with availability from March 11. The device features a 13-inch display, A18 Pro chip, and 8GB of memory, targeting budget buyers amid rising memory costs. The launch follows refreshed higher-end MacBook models announced a day earlier.
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Coinbase stock price jumps as bitcoin rebounds above $72,000; payrolls and Fed next

Coinbase stock price jumps as bitcoin rebounds above $72,000; payrolls and Fed next

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4 March 2026
Coinbase shares surged 12.4% to $204.89 as bitcoin rebounded to $72,088 and ether climbed 7.7%. Crypto-linked stocks including Robinhood and Riot Platforms also rose. Chainalysis reported $10.3 million exited Iranian crypto exchanges after weekend strikes. U.S. private payrolls increased by 63,000 in February, ahead of Friday’s jobs data.
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Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

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4 March 2026
Nvidia will invest $2 billion each in Lumentum and Coherent, securing long-term supply and capacity rights for optical networking parts used in AI data centers. A Coherent filing showed Nvidia bought 7.79 million shares for $2 billion in a private placement. The agreements include multibillion-dollar purchase commitments and support for U.S. manufacturing expansion.
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Kontoor Brands stock jumps after 2026 profit forecast lifts Wrangler and Lee owner, tariffs still a worry

Kontoor Brands stock jumps after 2026 profit forecast lifts Wrangler and Lee owner, tariffs still a worry

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4 March 2026
Kontoor Brands forecast 2026 adjusted EPS of $6.40–$6.50 and revenue of $3.40–$3.45 billion, factoring in over $100 million in tariff costs. Shares surged 21% Tuesday after the outlook, then slipped 1% early Wednesday. Fourth-quarter revenue rose 46% to $1.02 billion, boosted by the Helly Hansen acquisition. Wrangler revenue climbed 12% to $562 million; Lee rose 2% to $198 million.
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Why Transocean’s CEO and top executives just sold shares — SEC filings explain the timing

Why Transocean’s CEO and top executives just sold shares — SEC filings explain the timing

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4 March 2026
Transocean CEO Keelan Adamson and three other executives disposed of shares this week to cover taxes after equity awards vested, according to SEC filings. Shares fell 2.3% to $6.11 in premarket trading Wednesday. The disclosures come as Transocean pursues a $5.8 billion all-stock takeover of Valaris. Each filing described the sales as tax-related, not discretionary selling.
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Bank of America calls $2.8 billion of debt early in latest note redemption push

Bank of America calls $2.8 billion of debt early in latest note redemption push

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4 March 2026
Bank of America will redeem $2.8 billion in U.S. dollar notes, €1.75 billion in euro notes, and ¥27.8 billion in yen notes due 2027, paying face value plus accrued interest. The redemptions come as investors reassess U.S. interest rate paths and bank funding costs. Bank of America shares rose about 0.3% premarket. JPMorgan Chase gained, while Wells Fargo was little changed.
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Petrobras won’t rush Brazil fuel price changes after Iran conflict spikes oil, CEO says

Petrobras won’t rush Brazil fuel price changes after Iran conflict spikes oil, CEO says

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4 March 2026
Petrobras will monitor oil prices before deciding on gasoline and diesel adjustments in Brazil, CEO Magda Chambriard said, after Middle East conflict pushed Brent crude up 4.7% to $81.40 a barrel. Treasury Secretary Rogerio Ceron warned a prolonged oil shock could affect Brazil’s planned interest rate cuts. Banks raised oil forecasts as shipping risks grew near the Strait of Hormuz.
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Venture Global shares jump after New York judge blocks Shell bid in LNG fight

Venture Global shares jump after New York judge blocks Shell bid in LNG fight

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4 March 2026
Venture Global shares rose over 8% Tuesday after a New York judge rejected Shell’s attempt to overturn an LNG arbitration award. The company reported a 191% jump in adjusted core profit to $2 billion for Q4, driven by higher Plaquemines plant output. Venture Global also signed a five-year LNG supply deal with Trafigura starting in 2026. U.S. LNG supply remains tight after Qatar’s outage.
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