Today: 3 March 2026

Khadija Saeed

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

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.
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.
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
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
Amphenol stock steadies near $145 after Monday bounce; what APH investors watch next

Amphenol stock steadies near $145 after Monday bounce; what APH investors watch next

Amphenol shares rose 0.2% to $144.44 in Tuesday afternoon trading, following a 5.9% jump Monday after earnings topped guidance. The board approved a $0.25 per share dividend, payable April 14 to holders as of March 23. Chairman Martin Loeffler will retire at the 2026 annual meeting, with CEO R. Adam Norwitt set to succeed him. Director Robert Livingston bought 10,000 shares at $128.51 on Feb. 5.
10 February 2026
AbbVie stock price rises as analysts reset targets and Wall Street waits on delayed jobs data

AbbVie stock price rises as analysts reset targets and Wall Street waits on delayed jobs data

AbbVie shares rose 0.7% to $224.83 Tuesday afternoon, near the session high, after BNP Paribas Exane raised its price target to $213 but kept a neutral rating. The stock traded in a narrow range as investors awaited delayed U.S. payrolls and inflation data for rate signals. U.S. stocks were mixed, with the Dow at a record high and S&P 500 little changed.
AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

AI stocks today: Cisco’s new chip enters the race as Nvidia faces China guardrails

Cisco unveiled its Silicon One G300 chip and router for AI data centers, aiming to boost network efficiency and compete with Nvidia and Broadcom. Nvidia, Broadcom, and AMD shares fell amid renewed U.S. licensing scrutiny on China and concerns over AI capital spending. Cisco stock edged up 0.3%. Investors are watching U.S. payroll and inflation data for signals on interest rates.
Datadog stock jumps 15% after earnings beat, with AI selloff still in the background

Datadog stock jumps 15% after earnings beat, with AI selloff still in the background

Datadog shares jumped nearly 15% to $130.86 after the company beat Wall Street’s fourth-quarter estimates, reporting $953.2 million in revenue and 59 cents adjusted profit per share. The S&P 500 software index rose 1.3%. Datadog forecast full-year revenue of up to $4.10 billion and ended 2025 with $4.47 billion in cash. U.S. retail sales were flat in December as Treasury yields fell.
Qualcomm stock today: QCOM edges higher as Morgan Stanley warns memory crunch could bite again

Qualcomm stock today: QCOM edges higher as Morgan Stanley warns memory crunch could bite again

Qualcomm shares rose 0.5% to $139.61 Tuesday after a turbulent week marked by supply concerns. Morgan Stanley resumed coverage with an underweight rating and a $132 target, citing memory shortages and weak handset demand. A company executive sold 3,200 shares under a preset 10b5-1 plan. Qualcomm recently forecast revenue and profit below estimates, blaming a global memory chip shortage.
Silver price today: Spot silver slips 3% as payrolls, CPI loom — what traders watch next

Silver price today: Spot silver slips 3% as payrolls, CPI loom — what traders watch next

Spot silver fell 3.23% to $80.6125 an ounce by 1:32 p.m. EST Tuesday, reversing gains from the previous session. The iShares Silver Trust dropped to $72.87, while U.S. silver futures slipped to $80.22. Traders cited a stronger dollar and anticipation of U.S. jobs and inflation data later this week. The Silver Institute projected a sixth consecutive global supply deficit for 2026.
10 February 2026
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