Today: 3 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.

Paramount sweetens Warner Bros. Discovery bid with ‘ticking fee’ as Netflix deal hangs over vote

Paramount sweetens Warner Bros. Discovery bid with ‘ticking fee’ as Netflix deal hangs over vote

Paramount raised its $30-a-share bid for Warner Bros. Discovery on Tuesday by adding a delay-linked “ticking fee” and offering to cover breakup costs if WBD cancels its Netflix deal. WBD’s board is reviewing the revised offer but still backs the Netflix agreement. Netflix’s $27.75-a-share cash offer could drop if more debt is assigned to the Discovery Global spinout, according to WBD filings.
10 February 2026
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Reddit (RDDT) stock jumps 5% in afternoon trade as Wall Street resets targets

Reddit (RDDT) stock jumps 5% in afternoon trade as Wall Street resets targets

Reddit shares jumped 5.4% to $149.38 Tuesday, swinging as high as $152.34 while major indexes were flat or down. Analysts adjusted price targets after last week’s strong earnings and a $1 billion buyback plan. Fourth-quarter revenue rose 70% to $726 million, with daily active users up 19%. Investors are watching for buyback timing and the next earnings report, expected April 30.
10 February 2026
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CrowdStrike (CRWD) stock rises as JPMorgan flags ‘AI-disruption’ selloff as overdone

CrowdStrike (CRWD) stock rises as JPMorgan flags ‘AI-disruption’ selloff as overdone

CrowdStrike shares rose 2.2% to $417.09 in afternoon trading Tuesday, leading gains in cybersecurity stocks. The move follows a steep slide in software valuations tied to AI disruption fears, with strategists at JPMorgan and Morgan Stanley calling the drop sentiment-driven. Investors are watching for CrowdStrike’s fiscal Q4 results due March 3. Thirty-day implied volatility in tech software ETFs remains near 10-month highs.
10 February 2026
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DoorDash stock slips as U.S. retail sales stall — earnings next week loom

DoorDash stock slips as U.S. retail sales stall — earnings next week loom

DoorDash shares slipped 0.3% to $185.73 in Tuesday afternoon trading ahead of its Feb. 18 earnings report. Investors are watching for signals on demand, spending, and margins amid flat U.S. retail sales and pending jobs and inflation data. New York courts recently rejected DoorDash’s bid to block city tipping laws, with appeals planned. The company’s earnings call is set for 5 p.m. ET after markets close.
10 February 2026
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Aon stock price bounces after ChatGPT insurance app spooks brokers — what investors watch next

Aon stock price bounces after ChatGPT insurance app spooks brokers — what investors watch next

Aon shares rose 3.1% to $319.86 Tuesday afternoon, rebounding after a steep Monday drop triggered by the launch of Insurify’s ChatGPT-based insurance comparison tool. Investors remain focused on whether AI-driven apps could pressure broker fees. Aon also announced a $25 million Ukraine war-risk reinsurance facility backed by the U.S. International Development Finance Corporation. WTW and Gallagher shares saw mixed moves.
10 February 2026
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Nebius (NBIS) stock rises after Tavily acquisition, with February 12 earnings next

Nebius (NBIS) stock rises after Tavily acquisition, with February 12 earnings next

Nebius Group shares rose about 1% after the company agreed to acquire AI search provider Tavily for an undisclosed sum, with cash upfront and a performance-based earn-out. The deal was announced two days before Nebius reports quarterly results. Tavily’s software will be integrated into Nebius’s Token Factory platform. Investors await Thursday’s earnings for more details on demand and spending.
10 February 2026
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IBM stock dips on ex-dividend day as it rolls out agentic AI FlashSystem storage

IBM stock dips on ex-dividend day as it rolls out agentic AI FlashSystem storage

IBM shares fell 1.4% to $292.19 Tuesday, underperforming a flat market after trading ex-dividend and launching new FlashSystem storage products built around “agentic AI.” The company said the new systems, available March 6, can cut manual storage work by up to 90% and detect ransomware in under a minute. IBM’s board approved a $1.68 per share dividend, payable March 10.
10 February 2026
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Seagate (STX) stock price slides 6% as AI-storage names retreat; jobs and CPI next

Seagate (STX) stock price slides 6% as AI-storage names retreat; jobs and CPI next

Seagate Technology shares fell 6.1% to $399.15 by 2:17 p.m. ET Tuesday, deepening losses in AI-linked storage hardware as the broader market stayed steady. Western Digital dropped 7.2% and Intel lost 5.6%. The moves followed Amazon’s sharp decline last week and came amid delayed U.S. economic data, including flat December retail sales. No new company-specific news drove Seagate’s drop.
10 February 2026
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Applied Digital stock price swings as SEC filing reveals big lease targets for top executives

Applied Digital stock price swings as SEC filing reveals big lease targets for top executives

Applied Digital shares were nearly flat at $38.18 Tuesday afternoon after wide swings, following an SEC filing detailing five-year equity awards tied to hyperscaler lease signings and data-center launches. The company granted performance-based stock units to top executives, vesting on long-term contracts and data center capacity targets. Bitcoin slipped 2% as crypto-linked infrastructure stocks also traded lower.
10 February 2026
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