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.

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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Okta stock whipsaws after AI-agent lift and earnings beat — then guidance points to slower growth

Okta stock whipsaws after AI-agent lift and earnings beat — then guidance points to slower growth

Okta shares fell about 1% in after-hours trading Wednesday after the company projected roughly 9% revenue growth for fiscal 2027. Fourth-quarter revenue rose 11% to $761 million, with adjusted profit at 90 cents per share. Okta is rolling out new security controls for AI agents. Remaining performance obligations climbed 15% to $4.83 billion.
5 March 2026
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Coinbase stock jumps as Bitcoin tops $73,000 after Trump jabs banks over crypto rules

Coinbase stock jumps as Bitcoin tops $73,000 after Trump jabs banks over crypto rules

Coinbase shares jumped about 16% as bitcoin surged over 8% to nearly $73,800 Wednesday. Trump called for action on U.S. crypto legislation, escalating debate over stablecoin rewards. Kraken’s bank secured a Federal Reserve payments account, the first for a U.S. digital-asset bank. Broader U.S. stocks also rose after Iran signaled openness to talks.
5 March 2026
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Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir shares rose 4% to $153.19 in after-hours trading after a Pentagon order to remove Anthropic’s Claude from military AI systems. The move affects Palantir’s Maven contracts worth over $1 billion and prompted federal agencies to shift to OpenAI and Google products. Defense Secretary Pete Hegseth ordered immediate compliance. The Pentagon, Anthropic, and Palantir declined to comment.
4 March 2026
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Tesla stock price jumps on Bank of America upgrade as Europe sales slump and carbon credits loom

Tesla stock price jumps on Bank of America upgrade as Europe sales slump and carbon credits loom

Tesla shares rose 3.4% to $406.10 on Wednesday after Bank of America reinstated coverage with a buy rating and a $460 price target. UK sales fell 45% in February, while an EU filing showed Stellantis, Toyota, and Subaru have not joined Tesla’s 2026 carbon-credit pool. IG Metall failed to win a majority on the works council at Tesla’s German plant.
4 March 2026
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Chevron stock dips even as oil sits near 14-month highs — what’s next for CVX

Chevron stock dips even as oil sits near 14-month highs — what’s next for CVX

Chevron shares fell 1.4% to $186.15 Wednesday as oil majors retreated and the S&P 500 energy sector led declines. The Strait of Hormuz remained shut for a fifth day, disrupting global oil flows and prompting Goldman Sachs and UBS to raise Brent price forecasts. U.S. crude stocks rose by 3.5 million barrels last week. Chevron’s board declared a quarterly dividend of $1.78 per share, payable March 10.
4 March 2026
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Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO Doug Bettinger said global wafer-fab equipment spending could reach $135 billion in 2026, up from about $110 billion last year. He cited advanced packaging and high-bandwidth memory as key drivers, but noted cleanroom capacity remains a constraint. Lam shares rose 2.3% in midday trading. China accounted for 35% of Lam’s revenue last quarter.
4 March 2026
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AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

Applied Optoelectronics shares rose 2.9% to $98.07 Wednesday on heavy volume after a late Tuesday filing showed director Elizabeth G. Loboa plans to sell up to 102,347 shares, worth about $9.8 million. The company also set up a $250 million at-the-market share sale program. CFO Stefan Murry told investors 800G shipments would ramp in Q2 after a firmware delay. An investor session is set for March 17 at the OFC conference.
4 March 2026
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Johnson & Johnson stock price slips as FDA fast-tracks nipocalimab; what investors watch next

Johnson & Johnson stock price slips as FDA fast-tracks nipocalimab; what investors watch next

Johnson & Johnson shares fell 0.7% to $245.07 Wednesday after its lupus drug nipocalimab received FDA Fast Track status. The stock lagged a broader market rally, with the S&P 500 ETF up nearly 1%. Investors weighed pipeline progress against ongoing legal risks and recent defensive trading. Johnson & Johnson will present at the Barclays Global Healthcare Conference on March 10.
4 March 2026
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Stock Market Today

  • CorMedix Stock Sees High Options Volatility Amid Analyst Downgrades
    March 26, 2026, 10:24 AM EDT. CorMedix Inc (CRMD) stock shows unusually high implied volatility in its May 15, 2026 $3 call options, suggesting traders anticipate significant price movement. Implied volatility reflects expected future stock fluctuations. Despite this, analyst sentiment is negative; the company holds a Zacks Rank #4 (Sell) with earnings estimates for the current quarter cut from 74 cents to 46 cents per share. This divergence implies options traders may be positioning for a big move or employing premium-selling strategies to profit from inflated volatility. Investors should weigh these signals against weak fundamentals and cautious analyst outlooks before trading CorMedix shares.
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