Today: 27 March 2026

Khadija Saeed

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

Lumentum stock price rebounds after Thursday slide as Form 144 sale notice hits tape

Lumentum stock price rebounds after Thursday slide as Form 144 sale notice hits tape

Lumentum shares rose 3.5% to $700.91 Friday, rebounding after a 6.4% drop Thursday, with heavy trading and wide price swings. A new SEC Form 144 filing showed Morgan Stanley Smith Barney plans to sell 5,302 shares worth about $3.66 million. Investors are watching management’s upcoming conference appearances for signals on AI data-center demand. The S&P 500 and Nasdaq both fell on the day.
28 February 2026
Booking (BKNG) stock price slips as March split and dividend dates tighten the calendar

Booking (BKNG) stock price slips as March split and dividend dates tighten the calendar

Booking Holdings shares fell 0.26% to $4,239.35 Friday as the company announced a 25-for-1 stock split, with new shares distributed after April 2. The board declared a $10.50 per share dividend payable March 31. Executives reported lower average daily rates and shorter stays in the U.S. Travel stocks broadly declined, with Expedia and TripAdvisor also closing lower.
Alphabet GOOG stock price rises on Meta AI chip deal, then slips after hours amid new Google ads probe

Alphabet GOOG stock price rises on Meta AI chip deal, then slips after hours amid new Google ads probe

Alphabet shares rose 1.4% Friday after reports Meta signed a multi-year deal to rent Google’s AI chips, then slipped 0.5% in after-hours trading. Belgium’s competition authority opened a preliminary antitrust probe into Google’s online ad sales. Alphabet’s trading volume hit 33 million shares, above its 50-day average. The company forecast 2026 capital expenditures could reach up to $185 billion.
CoreWeave stock price tumbles as $35 billion capex plan rattles investors

CoreWeave stock price tumbles as $35 billion capex plan rattles investors

CoreWeave shares fell 18.5% to $79.53 after the company announced 2026 capital spending of $30–$35 billion, more than double last year’s outlay. The AI cloud firm reported a Q4 net loss of $452 million on $1.57 billion in revenue, citing short-term margin pressure as it accelerates data center expansion. Investors remain focused on funding and profitability ahead of management’s updates next week.
28 February 2026
Bitcoin price slides toward $65,000 late Friday as rate-cut bets wobble

Bitcoin price slides toward $65,000 late Friday as rate-cut bets wobble

Bitcoin fell 2.8% to $65,479 in late U.S. trading Friday, after hitting an intraday high of $68,118 and briefly touching $65,202. The drop followed a hotter-than-expected U.S. producer price index, which rose 0.5% in January. Spot bitcoin ETFs saw net inflows of $506.6 million and $254.4 million on Feb. 25 and 26, led by BlackRock’s iShares Bitcoin Trust, according to Farside Investors.
27 February 2026
Dell stock jumps 22% on AI server outlook and $10 billion buyback — what Wall Street watches next

Dell stock jumps 22% on AI server outlook and $10 billion buyback — what Wall Street watches next

Dell shares jumped 21.9% to $148.08 at Friday’s close, then slipped 0.4% after hours. The company expects AI server revenue to more than double to $50 billion by fiscal 2027 and raised its dividend 20%, adding $10 billion to its buyback program. At least seven brokerages raised price targets after the earnings report. Investors now await the March 6 U.S. jobs report.
27 February 2026
Meta stock slips after hours as Google AI chip rental report and EU legal setback keep costs in focus

Meta stock slips after hours as Google AI chip rental report and EU legal setback keep costs in focus

Meta shares fell 2.8% to $648.18 in after-hours trading Friday after reports the company signed a multi-year deal to rent Google’s AI chips. The White House plans to meet with major AI firms next week to discuss electricity costs tied to data centers. An EU court adviser backed regulators seeking information in antitrust probes involving Meta. Louisiana utility regulators denied a request to investigate a $27 billion Meta data center deal.
Amazon stock slips after-hours as $50 billion OpenAI deal puts AWS AI push back in focus

Amazon stock slips after-hours as $50 billion OpenAI deal puts AWS AI push back in focus

Amazon shares fell 2.3% to about $210 in after-hours trading Friday after the company announced a $50 billion investment in OpenAI as part of a $110 billion funding round. The deal expands Amazon’s cloud partnership with OpenAI, including exclusive hosting for OpenAI’s enterprise platform and a commitment to supply 2 gigawatts of Trainium chip capacity. Investors are watching for further details and Amazon’s next earnings on April 30.
Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft shares fell 2.2% to $392.74 Friday, holding steady after hours. OpenAI announced a $110 billion funding round valuing it at $840 billion, with Amazon, Nvidia, and SoftBank investing. OpenAI named AWS as exclusive cloud provider for its Frontier platform, while Microsoft Azure remains exclusive for OpenAI APIs. Both firms said the new deals do not alter their existing partnership.
Tesla stock falls as California robotaxi permit questions deepen and an insider sale pops up

Tesla stock falls as California robotaxi permit questions deepen and an insider sale pops up

Tesla shares fell 2% Friday to $400.45, following a 2.1% drop Thursday. Reuters reported Tesla logged zero autonomous test miles in California for a sixth year and lacks permits for a paid driverless service, unlike Waymo. Program manager Victor Nechita said he is leaving the company. Director Kathleen Wilson-Thompson filed to sell about $10.5 million in shares, according to an SEC notice.
Palo Alto Networks stock dips after Zscaler stumble and hot U.S. inflation print jars software

Palo Alto Networks stock dips after Zscaler stumble and hot U.S. inflation print jars software

Palo Alto Networks closed down 1% at $147.92 Friday after a volatile session, following a recent profit forecast cut tied to acquisition costs. Zscaler shares fell 9% post-earnings on a wider net loss. A hotter-than-expected U.S. Producer Price Index report triggered a broader tech and financial selloff. Investors now await the March 6 U.S. jobs report and upcoming earnings for further signals.
NextEra Energy stock price rebounds after $2 billion equity-units deal as dilution stays in focus

NextEra Energy stock price rebounds after $2 billion equity-units deal as dilution stays in focus

NextEra Energy shares rose 1.95% to $93.78 Friday after the company priced a $2 billion equity-units offering at $50 per unit, with annual distributions of 7.375%. Proceeds will fund power projects and repay short-term debt. The deal is set to close March 3. A separate filing showed a NextEra unit sold €1.75 billion in euro-denominated debt due 2056.
27 February 2026
Nvidia stock price slides again as NVDA selloff deepens after earnings beat

Nvidia stock price slides again as NVDA selloff deepens after earnings beat

Nvidia shares fell 3.3% to $178.79 on Friday, extending a post-earnings slide that began with a 5.5% drop Thursday, erasing $260 billion in market value. The company reported record quarterly revenue and raised its outlook but excluded China data center compute revenue from its current-quarter forecast. Investors cited concerns over AI spending returns and rising competition.
Goldman Sachs stock sinks 7% as AI credit jitters and hot PPI hit banks

Goldman Sachs stock sinks 7% as AI credit jitters and hot PPI hit banks

Goldman Sachs shares fell 7.3% to $861.23 Friday, dragging the Dow down 660 points. Financial stocks sold off as AI-driven credit concerns intensified after U.S. producer prices rose 0.5% in January. Goldman’s asset management arm reported a 3.5% redemption rate in private credit for Q4 and $568 million in new subscriptions on Feb. 1. Markets await ISM and jobs data for further direction.
JPMorgan stock drops nearly 3% as credit jitters hit banks; jobs report looms

JPMorgan stock drops nearly 3% as credit jitters hit banks; jobs report looms

JPMorgan Chase shares fell 2.8% to $297.67 Friday amid a broad selloff in U.S. bank stocks and renewed credit contagion fears after a UK mortgage lender collapsed. A hotter-than-expected U.S. Producer Price Index added to rate uncertainty. Investors also sued JPMorgan and others over subprime auto securities. The 10-year Treasury yield dropped below 4% despite the inflation data.
27 February 2026
Nu Holdings stock slips again as Nubank earnings leave costs under a microscope

Nu Holdings stock slips again as Nubank earnings leave costs under a microscope

Nu Holdings shares slipped 0.27% to $15.02 Friday after a volatile reaction to fourth-quarter results showing net profit up 50% to $894.8 million. Analysts cited concerns over costs and the impact of a lower tax rate. Nu ended 2025 with 131 million customers and a 33% return on equity. The company highlighted a new reporting framework and noted ongoing regulatory steps in the U.S. and Mexico.
Vertiv (VRT) stock slides as hot inflation data rattles AI plays; new Hut 8 deal in focus

Vertiv (VRT) stock slides as hot inflation data rattles AI plays; new Hut 8 deal in focus

Vertiv shares fell 3.8% to $249.34 in afternoon New York trading Friday, underperforming a weak U.S. market after hotter-than-expected producer price data. The company this week announced its new OneCore modular build approach and disclosed AI data-center collaborations in the U.S. and India. Investors watched for insider-related filings and awaited next week’s U.S. jobs report for signals on rate policy.
CrowdStrike stock drops as hot PPI and fresh target cuts put CRWD back in focus

CrowdStrike stock drops as hot PPI and fresh target cuts put CRWD back in focus

CrowdStrike shares fell 4% to $365.67 Friday after U.S. wholesale inflation rose 0.5% in January, pressuring software stocks. Analysts trimmed price targets but kept buy ratings ahead of CrowdStrike’s March 3 earnings, where consensus expects $0.74 per share. The company launched its FalconID authentication product Thursday. Peers like Zscaler also dropped after reporting losses.
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Stock Market Today

  • Porvair Share Price Target Raised to £9.26 Amid Updated Analyst Assumptions
    March 26, 2026, 10:01 PM EDT. Porvair (LSE:PRV) has seen its price target increase by £2.50 to £9.26, following Berenberg's refreshed valuation model. The revised assumptions reflect confidence in Porvair's execution and growth potential, though the fair value holds steady. The company recommends a final dividend of 4.5p per share for the year, up from 4.2p in 2024, with total dividends rising to 6.7p. Key financial metrics remain stable: revenue growth near 6.11%, profit margin around 8.5%, and a slight increase in future price-to-earnings ratio to 28.37x. Investors should watch how Porvair's valuation aligns with market price and note the importance of new information to drive further upside.
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