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.

Nvidia stock drops in New York as $4 billion photonics bet meets a risk-off market

Nvidia stock drops in New York as $4 billion photonics bet meets a risk-off market

Nvidia shares dropped 2.2% to $178.52 Tuesday morning, trailing a broad tech selloff that hit the Nasdaq and optics suppliers. The company announced $2 billion investments each in Lumentum and Coherent for advanced optics, but both suppliers’ stocks also fell sharply. Traders are watching for updates at Nvidia’s GTC event later this month.
3 March 2026
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Apple stock slides as M5 MacBooks and $599 iPhone 17e hit shelves; what investors watch next

Apple stock slides as M5 MacBooks and $599 iPhone 17e hit shelves; what investors watch next

Apple shares fell 0.9% to $262.44 Tuesday morning amid a broader tech selloff triggered by a 7% jump in Brent crude prices. Apple unveiled new MacBooks with M5 chips and a lower-cost iPhone 17e, with preorders set for March 4. Microsoft, Alphabet, Amazon, and Nvidia also traded lower. Investors are watching Friday’s U.S. jobs report and the impact of rising energy costs.
3 March 2026
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Robinhood stock jumps nearly 4% as bitcoin rebounds; traders eye March 4 “Take Flight” event

Robinhood stock jumps nearly 4% as bitcoin rebounds; traders eye March 4 “Take Flight” event

Robinhood shares rose 3.9% to $78.78 on Monday, holding steady after hours as bitcoin hovered near $69,200. The company reported 27 million funded customers and $322 billion in platform assets for 2025. Investors are watching for product updates at Robinhood’s “Take Flight” keynote on March 4. Crypto-linked stocks, including Coinbase, gained alongside bitcoin’s rebound.
3 March 2026
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Applied Materials stock slips after hours as investors scan for fresh chip-spending signals

Applied Materials stock slips after hours as investors scan for fresh chip-spending signals

Applied Materials shares slipped 0.1% to $372.18 in after-hours trading Monday. Management is set for appearances at Morgan Stanley’s TMT conference and Cantor Fitzgerald on March 10. Investors remain focused on AI-driven memory demand and ongoing U.S.-China export restrictions. The stock remains below its Feb. 25 record close of $394.95.
3 March 2026
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ConocoPhillips stock jumps 4% as oil spikes on Iran conflict — what COP investors watch next

ConocoPhillips stock jumps 4% as oil spikes on Iran conflict — what COP investors watch next

ConocoPhillips shares jumped 4.2% to $118.24 after hours Monday, leading U.S. oil majors as Brent crude surged 6.7% to $77.74 a barrel on Middle East supply fears. Exxon Mobil and Chevron also advanced. Strikes on Iran and regional retaliation disrupted shipping and refinery operations, with insurers pulling war-risk cover. U.S. officials plan to outline measures to address the oil shock on Tuesday.
3 March 2026
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UnitedHealth stock price ticks up after hours as UNH files shelf, 10-K and accounting shake-up

UnitedHealth stock price ticks up after hours as UNH files shelf, 10-K and accounting shake-up

UnitedHealth Group shares rose 0.5% after hours Monday to $294.93 following new SEC filings. The company registered a shelf for potential securities offerings and named Dennis Stankiewicz chief accounting officer, replacing Tom Roos, who moves to Optum Insight. UnitedHealthcare expects Medicare Advantage membership to shrink in 2026. Optum Rx’s 2025 drug spend reached $188 billion.
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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Circle Internet Group (CRCL) stock price jumps 15% — what’s driving the move after-hours

Circle Internet Group (CRCL) stock price jumps 15% — what’s driving the move after-hours

Circle shares jumped 15% to $96.14 in after-hours trading Monday, with nearly 50 million shares traded. An SEC filing showed CFO Jeremy Fox-Geen sold 47,908 shares for about $4.3 million under a pre-arranged plan. Circle reported USDC in circulation rose 72% in 2025 to $75.3 billion. Investors remain focused on rate expectations ahead of the March 6 jobs report and Fed meeting.
3 March 2026
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Oracle stock rises 2.6% after hours — what ORCL investors watch before earnings

Oracle stock rises 2.6% after hours — what ORCL investors watch before earnings

Oracle shares rose 2.6% to $149.25 in after-hours trading Monday as the company pursues a $45–$50 billion debt-and-equity plan to fund cloud expansion in 2026. About 22.4 million shares traded. Oracle’s next earnings are due March 9, with investors watching cloud growth and spending. Bondholders sued Oracle in January over losses tied to its AI infrastructure build-out.
3 March 2026
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Strategy (MSTR) stock jumps as SEC filing shows fresh Bitcoin buy, higher STRC dividend

Strategy (MSTR) stock jumps as SEC filing shows fresh Bitcoin buy, higher STRC dividend

Strategy Inc (MSTR) closed up 6.3% at $137.65 and rose to $138.00 after hours following an SEC filing showing it bought 3,015 bitcoins for $204.1 million, funded by new stock and preferred share sales. The company raised its STRC preferred dividend rate to 11.50% from 11.25% starting March 1. Bitcoin traded at $69,351. The next STRC dividend record date is March 15.
3 March 2026
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Exxon Mobil stock price edges higher after-hours as oil jumps on Iran conflict; BofA lifts XOM target

Exxon Mobil stock price edges higher after-hours as oil jumps on Iran conflict; BofA lifts XOM target

Exxon Mobil shares rose 1.1% to $154.22 in after-hours trading Monday, tracking a late surge in crude prices after U.S. and Israeli air strikes on Iran. Bank of America raised its Exxon price target to $151, citing risks to oil supply through the Strait of Hormuz. Traders are watching for further Middle East disruptions ahead of Exxon's March 10 dividend payment. Chevron and ConocoPhillips also gained after hours.
3 March 2026
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Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir shares rose 5.8% to $145.17 in after-hours trading Monday, extending gains after U.S. agencies began phasing out Anthropic’s AI tools following a Trump administration order. The move put government tech suppliers in focus as traders also tracked Middle East tensions and awaited U.S. economic data. Palantir’s market value reached about $433 billion.
2 March 2026
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Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia shares rose 3% in after-hours trading Monday after announcing $2 billion investments each in Lumentum and Coherent for advanced optics used in AI data centers. Coherent disclosed it sold nearly 7.8 million shares to Nvidia at $256.80 each. Both deals secure future supply of photonics components. Investors await product updates at Nvidia’s GTC event later this month.
2 March 2026
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Stock Market Today

  • NYSE to Use Blockchain for Real-Time Settlement and Extended Trading
    March 26, 2026, 3:26 PM EDT. The New York Stock Exchange (NYSE) is advancing blockchain technology adoption to enable real-time or near real-time settlement and extended trading hours, according to Chief Product Officer Jon Herrick. The NYSE is partnering with Securitize to develop a tokenized securities trading platform, naming Securitize the first digital transfer agent authorized to mint blockchain-native securities. This collaboration aims to set standards for institutional-grade tokenization infrastructure, balancing innovation with regulatory compliance. Additionally, NYSE's parent company, Intercontinental Exchange (ICE), has invested in blockchain firm OKX, seeking to blend OKX's blockchain reach with ICE's market technology and regulatory frameworks. Pending regulatory approval, NYSE plans to launch a 24/7 tokenized stock trading platform possibly within the year.
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