Today: 26 March 2026
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Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning shares dropped 4.4% Thursday after Broadcom CEO Hock Tan said customers will stick with copper, not optical links, inside AI racks for now. Corning CFO Ed Schlesinger warned of a slower “scale-up” for AI networking, pointing to a possible inflection closer to 2028. Broadcom stock rose 5.3%, while Ciena fell 15.2%. Analysts see co-packaged optics adoption delayed by at least two years.
5 March 2026
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Salesforce launches Agentforce Health AI agents to cut healthcare paperwork, adding HealthEx, Verily and Viz.ai

Salesforce launches Agentforce Health AI agents to cut healthcare paperwork, adding HealthEx, Verily and Viz.ai

Salesforce launched six new Agentforce Health AI agents for healthcare providers, payers, and public health, with integrations from HealthEx, Verily, and Viz.ai. The release coincides with AWS and Google Cloud debuting similar agentic AI healthcare platforms. Salesforce shares rose 3.8% in morning trading. Some functions are available now, with more planned for June and later in 2026.
5 March 2026
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Robinhood rolls out $695 Platinum Card as it hunts wealthy clients and family money

Robinhood rolls out $695 Platinum Card as it hunts wealthy clients and family money

Robinhood launched a $695-a-year Platinum credit card and new family and wealth-planning features, including custodial and trust accounts. Shares fell 3.6% to $79.27 Thursday after rising the previous day ahead of the announcement. The Platinum card is invite-only and offers travel, dining, and wellness perks. Robinhood aims to attract wealthier clients and reduce reliance on trading revenue.
5 March 2026
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Booking Holdings (BKNG) stock jumps as OpenAI cools ChatGPT checkout plans

Booking Holdings (BKNG) stock jumps as OpenAI cools ChatGPT checkout plans

Booking Holdings shares surged as much as 11% in early New York trading Thursday after reports that OpenAI is scaling back plans for in-chat checkout in ChatGPT. Mizuho named Booking its top travel stock pick, citing reduced fears of AI-driven disruption. Travel firms continue to face flight disruptions and rising fuel costs linked to the Middle East conflict. Booking was last up about 7% at $4,553.58.
5 March 2026
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Netflix bets on ‘One Piece’ again as investors watch the next subscriber test

Netflix bets on ‘One Piece’ again as investors watch the next subscriber test

Netflix’s live-action “One Piece” returns for season two on Tuesday, with season three already in production. J.P. Morgan upgraded Netflix’s stock this week, citing strong content and growth from its ad tier. TV producers in Europe are merging to gain leverage as streamers tighten control. Netflix ended last quarter with over 325 million paid subscribers and projects 2026 revenue up to $51.7 billion.
5 March 2026
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AMD teams up with University of Toronto for 100-project AI research lab in Canada

AMD teams up with University of Toronto for 100-project AI research lab in Canada

AMD and the University of Toronto opened a joint AI and computing research lab, with AMD committing to fund 100 projects over three years and donating two AI servers. The lab will focus on energy-efficient AI systems and methods for training large models on distributed clusters. Federal and provincial officials attended the launch. AMD shares fell about 1% in morning trading.
5 March 2026
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Sandisk stock whipsaws as oil spike and Iran conflict rattle the AI memory trade

Sandisk stock whipsaws as oil spike and Iran conflict rattle the AI memory trade

Sandisk shares fell 0.6% to $595.67 in early Thursday trading after sharp swings earlier in the week. The moves followed surging oil prices near $84 a barrel as the U.S.-Israeli conflict with Iran disrupted tanker traffic in the Strait of Hormuz. Analysts say further volatility depends on whether the conflict drives inflation and slows tech spending.
5 March 2026
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Micron’s new 256GB SOCAMM2 memory targets AI server power limits — Nvidia weighs in

Micron’s new 256GB SOCAMM2 memory targets AI server power limits — Nvidia weighs in

Micron has begun shipping samples of a 256GB SOCAMM2 low-power server memory module for AI data centers, which can scale to 2TB per CPU and uses less power than standard DDR5 modules. The company said the module is built on LPDDR5X and occupies less space, with internal tests showing faster response times for large language models. Micron shares were little changed in early U.S. trading.
5 March 2026
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Amazon’s AWS rolls out Amazon Connect Health — AI agents target clinic calls, notes and codes

Amazon’s AWS rolls out Amazon Connect Health — AI agents target clinic calls, notes and codes

Amazon Web Services launched Amazon Connect Health, an AI platform that automates patient verification, scheduling, clinical notes, and medical coding by connecting directly to electronic health records. The tool is designed to transfer complex cases to staff. Amazon shares rose about 1% in early U.S. trading Thursday. UC San Diego Health reported saving about a minute per call using the system.
5 March 2026
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Tesla’s UK Sales Slide 37% as BYD Surges — a Fresh Headache for Elon Musk

Tesla’s UK Sales Slide 37% as BYD Surges — a Fresh Headache for Elon Musk

Tesla’s UK registrations dropped 37% in February, while BYD’s rose 83% to 2,154, according to SMMT. Tesla’s market share slipped to 2.69% as the overall UK market grew 7.2%. An EU filing showed Stellantis, Toyota, and Subaru are not in Tesla’s planned 2026 CO2 compliance pool. At Tesla’s Berlin plant, IG Metall won 13 of 37 works council seats, short of a majority.
5 March 2026
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Salesforce taps Formula 1 for new AI fan agent as investors demand proof on Agentforce

Salesforce taps Formula 1 for new AI fan agent as investors demand proof on Agentforce

Salesforce and Formula 1 launched an AI-powered fan companion on F1.com to answer questions about the sport’s 2026 technical rules. Salesforce shares fell 1.5% to $193.08 in late trading after the announcement. The new tool will expand across Formula 1’s digital platforms and builds on the companies’ partnership since 2022.
5 March 2026
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Exxon Mobil’s first Gulf Coast-to-Australia fuel shipment signals how Hormuz disruption is spreading

Exxon Mobil’s first Gulf Coast-to-Australia fuel shipment signals how Hormuz disruption is spreading

Exxon Mobil is shipping about 600,000 barrels of fuel from the U.S. Gulf Coast to Australia in mid-March, the first such delivery since December 2023, as Strait of Hormuz disruptions squeeze Asian refiners. Australia reported fuel reserves of 32–36 days and urged consumers not to panic. Brent crude rose 4.7% to $81.40 a barrel on Tuesday. Goldman Sachs raised its Q2 Brent forecast by $10 to $76.
5 March 2026
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Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent unveils 224Gbps chip for AI data center optics as Nvidia-linked demand shifts to 1.6T

Coherent Corp on Wednesday launched the CHR1074, a 224Gbps quad-channel TIA for 800G and 1.6T optical transceivers, with samples available now and wider release expected next quarter. CEO Jim Anderson said new funding tied to an expanded Nvidia partnership will prioritize capacity, including work at the Sherman, Texas site. Coherent also introduced the WaveMaker 4000A for DWDM testing.
5 March 2026
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Stock Market Today

  • JetBlue Reviews Sale Options; Arm Holdings Launches AI Chip; Braze, AAR Beats Earnings Estimates
    March 26, 2026, 8:52 AM EDT. Shares of JetBlue Airways jumped 13.4% after reports indicated the airline is considering strategic options including a possible sale, hiring advisors to navigate deals and regulatory hurdles. AAR Corp surged 9.9% following its fiscal third-quarter adjusted earnings of $1.25 per share, exceeding forecasts. Braze Inc. climbed 19.9% on Q4 2025 revenue of $205.17 million, beating estimates by 3.52%. Arm Holdings shares rose 16.4% after unveiling a new AI data center chip amid rising demand for AI infrastructure. Semiconductor industry growth continues, with global manufacturing expected to reach $971 billion by 2028. These developments underscore strong market momentum in aviation, tech, and semiconductor sectors.
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