Today: 26 March 2026

Khadija Saeed

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

Microsoft stock rises as UAE AI spending details land amid oil shock and OpenAI deal buzz

Microsoft stock rises as UAE AI spending details land amid oil shock and OpenAI deal buzz

Microsoft shares rose 1.2% to $397.31 in morning trading Monday, outperforming other tech giants as oil and gas prices jumped after Middle East strikes disrupted energy routes. The company confirmed $15.2 billion in AI and cloud investments in the UAE through 2029, with $7.3 billion already spent. Investors are watching for Microsoft’s SharePoint event later Monday and its next earnings report in late April.
Exxon stock price swings higher as oil surges on Iran conflict; what XOM investors watch next

Exxon stock price swings higher as oil surges on Iran conflict; what XOM investors watch next

Exxon Mobil shares rose 1.1% to $154.22 after crude prices spiked on Middle East supply fears, hitting $159.37 before retreating. Brent crude jumped as much as 13% after Israeli and U.S. strikes on Iran disrupted shipping near the Strait of Hormuz. Exxon declared a $1.03 per share dividend and confirmed plans to buy back $20 billion in stock by 2026. Broader U.S. markets fell, with the S&P 500 down 0.79%.
Netflix stock price slips as JPMorgan turns upbeat on NFLX after $2.8 billion break fee

Netflix stock price slips as JPMorgan turns upbeat on NFLX after $2.8 billion break fee

Netflix shares slipped 0.4% to $96.24 after JPMorgan resumed coverage with an “overweight” rating and $120 target. Netflix waived its right to match Paramount Skydance’s bid for Warner Bros, receiving a $2.8 billion termination fee after the deal collapsed. Co-CEOs said the acquisition was “no longer financially attractive.” CFO Spence Neumann will speak at a Morgan Stanley conference March 4.
2 March 2026
Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia shares rose 1.5% to $179.80 in early trading Monday, bucking declines in chip stocks and the broader market. The company announced $2 billion investments each in Lumentum and Coherent, tied to multiyear supply agreements for advanced optics used in data centers. The moves come ahead of Nvidia’s GTC conference later this month. The Nasdaq was down 0.6% and the S&P 500 slipped 0.5%.
Tesla stock slides as oil spikes and Europe sales data lands; Cybertruck pricing in focus

Tesla stock slides as oil spikes and Europe sales data lands; Cybertruck pricing in focus

Tesla shares fell 2.6% to $391.92 in early Monday trading as Middle East tensions drove oil prices higher and investors shifted away from growth stocks. February data showed Tesla registrations rose sharply in France, Spain, and Norway but declined in other European markets. The company raised the listed price of its dual-motor Cybertruck to $69,990.
Robinhood stock: HOOD heads into Monday with CFO in the spotlight after a sharp Friday drop

Robinhood stock: HOOD heads into Monday with CFO in the spotlight after a sharp Friday drop

Robinhood shares fell 4.5% to $75.85 at Friday’s close, reversing recent gains, and dropped another 0.5% after hours. The stock is down about 16% since early February. Investors await CFO Shiv Verma’s conference appearance Monday for updates on strategy. Weekend U.S. and Israeli strikes on Iran pushed oil prices higher and spurred haven demand ahead of the new trading week.
1 March 2026
Home Depot stock ends Friday higher — here’s what could move HD shares next week

Home Depot stock ends Friday higher — here’s what could move HD shares next week

Home Depot shares closed up 1.5% at $380.72 Friday, while Lowe’s ended nearly flat at $264.57 after a volatile week for housing-related stocks. Existing U.S. home sales hit a two-year low in January, with mortgage rates at 6.09%. The S&P 500 fell 0.43% and the Dow dropped 1.05%. Home Depot reported Q4 sales of $38.2 billion, down 3.8%, and raised its dividend to $2.33 a share.
Synopsys stock (SNPS) set for Monday test after Morgan Stanley downgrade, Converge event in focus

Synopsys stock (SNPS) set for Monday test after Morgan Stanley downgrade, Converge event in focus

Morgan Stanley downgraded Synopsys to Equal-Weight and cut its price target to $480, sending shares down 2.8% to $414 on Friday. The stock has fallen about 8% over two sessions and now trades 36% below its July high. Synopsys reported Q1 revenue of $2.409 billion, with Ansys contributing $886 million. The company will address investors at its March 11 Converge event.
1 March 2026
WBD stock heads into Monday with a 9% gap to Paramount’s $31 offer — here’s what traders watch

WBD stock heads into Monday with a 9% gap to Paramount’s $31 offer — here’s what traders watch

Warner Bros. Discovery shares closed at $28.17 Friday, 9% below Paramount’s $31-per-share cash offer. California’s attorney general opened an investigation into the deal. Paramount expects to close in the third quarter of 2026, with a ticking fee if delayed past September 30. Shareholder vote is set for early spring.
Duolingo stock price sinks on downgrades after DUOL pivots to user growth

Duolingo stock price sinks on downgrades after DUOL pivots to user growth

Duolingo shares fell 14% Friday after the company warned of weaker 2026 bookings and announced a shift toward user growth over near-term profit. Morgan Stanley and Citi downgraded the stock, citing reduced visibility and margin pressure. Duolingo forecast 2026 bookings of $1.27–$1.30 billion, below Wall Street estimates. The stock closed at $101 after touching $91.99 during the session.
SoFi stock ends week on a sharp drop — what traders are watching next

SoFi stock ends week on a sharp drop — what traders are watching next

SoFi Technologies shares fell 7.0% to $17.76 Friday on heavy volume, with about 115.3 million shares traded. The drop followed a broad selloff in financial and tech stocks as investors reacted to inflation concerns and geopolitical tensions. No company-specific news drove SoFi’s decline. Attention turns to U.S. jobs data on March 6 and the Fed’s policy meeting March 17-18.
1 March 2026
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Stock Market Today

  • Intuit (INTU) Stock Faces Valuation Debate Amid Recent Price Swings
    March 26, 2026, 4:55 PM EDT. Intuit's share price recently fell 1.3% in one day and roughly 4.5% over a week, even as it gained nearly 19% over 30 days. Despite this short-term momentum, the stock remains down 36.75% over three months and 30.10% over a year. Currently trading at $426.86, below a $500 estimated fair value, Intuit is viewed by some analysts as undervalued based on its strong cash flow, profit margins, and growth prospects. However, concerns about slower progress at Mailchimp and tighter credit affecting Credit Karma pose risks. Investors face a split sentiment between the company's quality and valuation risks, making this a critical moment for reassessing Intuit's future potential.
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