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.

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

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.
4 March 2026
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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

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.
4 March 2026
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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

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.
4 March 2026
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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

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.
4 March 2026
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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

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.
4 March 2026
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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

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.
4 March 2026
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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

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.
4 March 2026
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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

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.
4 March 2026
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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

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.
4 March 2026
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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

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.
4 March 2026
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Mastercard stock price ticks up after hours on SoFi stablecoin settlement plan — what MA investors watch next

Mastercard stock price ticks up after hours on SoFi stablecoin settlement plan — what MA investors watch next

Mastercard shares rose 0.6% to $524.32 in after-hours trading after the company announced it will work with SoFi to explore settling card transactions using the SoFiUSD stablecoin. The move comes as payments firms seek faster settlement methods. Investors are awaiting Mastercard’s March 4 appearance at Morgan Stanley’s TMT conference for further updates.
4 March 2026
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Dell (DELL) stock slides after-hours as investors weigh insider sale filing and next catalyst

Dell (DELL) stock slides after-hours as investors weigh insider sale filing and next catalyst

Dell Technologies shares fell 5.4% to $145.18 in after-hours trading Tuesday, following a Form 144 filing showing Silver Lake plans to sell 179,400 shares. The drop came as oil prices and Treasury yields rose on Middle East conflict, pressuring tech valuations. Dell’s board declared a $0.63 quarterly dividend, payable May 1. CFO David Kennedy is set to speak at a Morgan Stanley conference Wednesday.
4 March 2026
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Lam Research stock slides nearly 6% after-hours as oil shock and risk-off hit chip gear makers

Lam Research stock slides nearly 6% after-hours as oil shock and risk-off hit chip gear makers

Lam Research shares dropped 5.9% to $217.27 in late trading Tuesday, leading a sharp selloff in chip-equipment stocks as oil prices surged nearly 5% on Iran-related supply disruptions. Insider filings showed CFO Douglas Bettinger and Chief Legal Officer Ava Harter sold shares during the slide. Lam trades ex-dividend March 4. The stock remains up about 27% year-to-date.
4 March 2026
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Eli Lilly stock slips again as April orforglipron decision and FDA GLP-1 ad crackdown loom

Eli Lilly stock slips again as April orforglipron decision and FDA GLP-1 ad crackdown loom

Eli Lilly shares fell 1% Tuesday to $1,007.73, extending losses ahead of an FDA decision on its oral obesity pill expected in April. Ventyx Biosciences shareholders approved a merger with Lilly, with Nasdaq set to halt Ventyx stock after hours Tuesday and the deal expected to close before Wednesday’s open. The FDA issued warning letters to 30 telehealth firms over ads for compounded weight-loss drugs.
4 March 2026
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Strategy (MSTR) stock drops as bitcoin slips; traders eye new BTC buy and pricey funding

Strategy (MSTR) stock drops as bitcoin slips; traders eye new BTC buy and pricey funding

Strategy Inc shares closed down 3.6% at $132.68 Tuesday after disclosing a $204.1 million bitcoin purchase funded by $229.9 million in stock sales and $7.1 million from preferred shares. The company raised its preferred dividend rate to 11.50% starting March 1. Bitcoin fell 0.9% to $68,654. The next preferred dividend record date is March 15, with payment set for March 31.
4 March 2026
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Goldman Sachs stock price whipsaws on oil shock, then steadies — what Wall Street is watching next

Goldman Sachs stock price whipsaws on oil shock, then steadies — what Wall Street is watching next

Goldman Sachs shares closed up 0.1% at $862.58 Tuesday after swinging sharply on heavy volume. U.S. stocks fell, with the S&P 500 down 0.94%, as oil surged 4.7% on Middle East tensions and supply concerns. Treasury yields rose, pushing out expectations for a Federal Reserve rate cut. Goldman filed to issue $28.5 million in callable notes due 2035 at a 5% coupon.
4 March 2026
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Bank of America stock price holds after hours as BAC calls $2.8B notes; payrolls next

Bank of America stock price holds after hours as BAC calls $2.8B notes; payrolls next

Bank of America shares edged up 0.3% to $49.97 after hours Tuesday as the bank announced it will redeem $2.8 billion of senior notes due March 2027 next week. Broader bank stocks slipped, with the KBW Nasdaq Bank Index down 0.7%, as oil prices climbed and investors pushed back expectations for a Fed rate cut. Brent crude hit a 14-month high near $82 a barrel. Investors await Friday’s payrolls and a Bank of America conference appearance next week.
4 March 2026
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Stock Market Today

  • London Stock Exchange Launches ETF to Support Ukraine's Postwar Reconstruction
    March 26, 2026, 12:06 PM EDT. HANetf has launched the Ukraine Reconstruction ETF on the London Stock Exchange, aiming to channel investment into Ukrainian companies impacted by Russia's ongoing invasion. The fund includes stocks of European infrastructure and energy firms involved in Ukraine's recovery, with a strategic plan to buy Ukrainian companies as they become public. Ukrainian firms currently don't meet listing criteria but might in the near future. Market experts say this ETF provides a new route for Western investors to access Ukrainian assets and support reconstruction, which is projected to require over $500 billion. The fund's quarterly reviews allow inclusion once companies fulfill eligibility, encouraging investor interest and potentially sparking a capital influx into Ukraine.
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