Today: 12 March 2026

Marcin Frąckiewicz

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

Arista Networks (ANET) Stock Explodes on AI-Driven Growth – Will It Hit New Highs?

Arista Networks (ANET) Before the Bell — What to Know on November 17, 2025

Arista Networks closed Friday at $131.37, down from its late-October high of $164.94, after a Q3 earnings beat and cautious Q4 guidance. The company launched new 800G AI/data-center hardware and set a 2026 revenue target of up to $10.65 billion, with AI networking as a key driver. Analysts remain mostly positive despite a recent downgrade. Traders are watching Arista’s UBS appearance Tuesday and Nvidia’s earnings Wednesday.
Lam Research Stock Rockets on AI Chip Demand – Can LRCX Keep Climbing?

Lam Research (LRCX) Stock: What to Know Before the Bell on November 17, 2025 — Earnings, Guidance, China Risk, and AI/HBM Tailwinds

Lam Research reported fiscal Q1 revenue of $5.32 billion and non-GAAP EPS of $1.26, with China accounting for 43% of sales. The company raised its quarterly dividend to $0.26 and repurchased $976 million in stock. U.S. export rules remain a risk, with new restrictions on shipments to TSMC Nanjing set for year-end. Shares closed Friday at $148.26, valuing Lam at $162.4 billion.

Intuit Stock (INTU) Before the Bell on November 17, 2025: Earnings Countdown, AI Push and Valuation Risks

Intuit shares closed Friday at $662.41, up 1.89% but still 18.6% below July’s 52-week high. The company reports Q1 results Thursday, with Wall Street expecting EPS of $3.10 on $3.76 billion revenue. Shares trade at a premium, about 28–29 times forward earnings. Intuit is rolling out new AI products, but recent guidance fell short of analyst forecasts.
Micron’s AI-Fueled Stock Surge: Record Earnings, Rallying Shares & What’s Next for MU

Micron Technology (MU) Stock: What to Know Before the Market Opens on November 17, 2025

Micron Technology closed Friday at $246.83, up 4%, near its 52-week high and more than triple its year-ago low. Fiscal 2025 revenue reached $37.4 billion, up 49% year over year, with data center products accounting for 56% of sales. High-bandwidth memory sales surged, with all 2025 output sold out. Wall Street firms have raised price targets, with Morgan Stanley now at $325.
16 November 2025
Salesforce (CRM) Tumbles ~6%: Wall Street Targets Diverge, Options Flow Turns Mixed, and Q3 FY26 Results Land on Dec. 3

Salesforce Stock (CRM) Before the Bell on November 17, 2025: AI Deals, Data Breach Fallout and Key Catalysts to Watch

Salesforce shares closed Friday at $244, up 1.4%, but remain 34% below their 52-week high. The company reported back-to-back record quarters with FY26 revenue up about 10% and non-GAAP operating margin above 34%. Q3 revenue guidance missed Wall Street estimates, pressuring sentiment. Security concerns persist after a third-party data-theft campaign linked to Salesforce customer instances.
Diageo (DGE) Share Price: What to Know Before the London Market Opens on 17 November 2025

Diageo (DGE) Share Price: What to Know Before the London Market Opens on 17 November 2025

Diageo shares closed at 1,793.5p on Friday, near a decade low and about 30% below their 52-week high, after a sharp guidance cut and weak Q1 trading update. The company’s market value stands just under £40 billion. Shares dropped over 5% after management warned of flat or declining sales and margin pressure for fiscal 2026. Sir Dave Lewis has been appointed CEO amid ongoing investor concerns.
16 November 2025
New Zealand Sharemarket Today: NZX 50 Slides 0.5% as Infratil Sell‑Off Caps Mainfreight Rally (13 November 2025)

New Zealand Sharemarket Today (17 November 2025): Black Pearl Returns, Comvita Deal Collapses, Warehouse Cost Reset in Focus

Comvita’s proposed takeover by Florenz collapsed after only 54.29% of non-Florenz shareholders backed the deal, short of the required 75%. The S&P/NZX 50 Index dropped 0.98% to 13,464.46 on Friday, with Mainfreight, Infratil, and Comvita among the notable fallers. As of early Monday, the NZX Main Board remained at Friday’s close with no trades recorded.
Unilever (ULVR) share price: what to know before the London market opens on 17 November 2025

Unilever (ULVR) share price: what to know before the London market opens on 17 November 2025

Unilever closed Friday at 4,470p, down 2.06%, slipping below key moving averages. The company reconfirmed its ice-cream demerger timetable, with TMICC’s market debut set for 8 December and a Unilever share consolidation expected on 9 December. Unilever’s NYSE ADR edged up 0.19% after hours. A Ben & Jerry’s board dispute remains unresolved ahead of the spin-off.
16 November 2025
Shell PLC Share Price: What to Know Before the London Open on 17 November 2025 (SHEL.L)

Shell PLC Share Price: What to Know Before the London Open on 17 November 2025 (SHEL.L)

Shell closed Friday in London at 2,858p, just below its new 52-week high of £29.32 set earlier in the week. Brent crude finished at $64.39 per barrel, up 2.2% after a disruption to Russian exports. Shell continued buybacks and confirmed a Q3 dividend of $0.3580 per share. The company faces ongoing legal action over the Calcasieu Pass LNG arbitration in the US.
16 November 2025
Rio Tinto share price: what to know before London opens on 17 November 2025 (RIO, LSE)

Rio Tinto share price: what to know before London opens on 17 November 2025 (RIO, LSE)

Rio Tinto and partners marked the start of Simandou iron ore operations in Guinea, with first shipments expected mid-November. Shares closed Friday at 5,394p in London, down 0.31%, and ADRs ended at $70.63 in New York. The company signed a 15-year wind power deal for its Utah copper smelter and announced a commercial-scale aluminium tech milestone. Activist Palliser renewed pressure on Rio’s board over M&A and listing structure.
16 November 2025
British American Tobacco (LSE: BATS) share price: what to know before the London open on 17 November 2025

British American Tobacco (LSE: BATS) share price: what to know before the London open on 17 November 2025

British American Tobacco closed at 4,072p in London on 14 November. The company issued €1.2bn in hybrid capital and launched a tender for its 2021 euro hybrid notes. Management forecasts 1–2% revenue growth and £1.1bn in buybacks for FY25, citing FX headwinds. BAT’s U.S. ADR ended Friday at $54.13, signaling a softer London open.
16 November 2025
AstraZeneca (AZN) Share Price: What to Know Before London Market Opens on 17 November 2025

AstraZeneca (AZN) Share Price: What to Know Before London Market Opens on 17 November 2025

AstraZeneca closed near record highs in London on Friday, 14 November, at about 13,532p, valuing the company near £210bn. Q3 revenue rose 10% to $15.2bn, beating forecasts, but full-year guidance was unchanged. Shareholders approved a direct NYSE listing, set for February 2026. The company reported 16 positive Phase III trials and 31 regulatory approvals so far this year.
16 November 2025
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Stock Market Today

  • Alcoa Nears 52-Week High Amid Strong Aluminum Demand and Price Gains
    March 12, 2026, 12:27 PM EDT. Shares of Alcoa Corporation (AA) are trading close to their 52-week high of $68.40, closing at $66.36, reflecting a 97.5% rise over six months. This outpaces the Zacks sub-industry and S&P 500 gains, driven by robust aluminum prices influenced by geopolitical tensions in the Middle East disrupting supply routes. The U.S. tariff hike to 50% on imported aluminum further boosts domestic producers like Alcoa. Production increases from restarted smelters in Spain, Brazil, and Norway underpin a strong outlook, with 2026 Aluminum output expected at 2.4-2.6 million tons. Despite rising operating costs, demand for aluminum in electrical, packaging, EV, battery, and aerospace sectors supports positive investor sentiment and solid upward momentum.

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Unilever Stock Price: Why Shares Are Stuck Near 4,840p Despite a €1.5 Billion Buyback

Unilever Stock Price: Why Shares Are Stuck Near 4,840p Despite a €1.5 Billion Buyback

12 March 2026
Unilever shares traded near 4,840 pence Thursday, little changed after closing Wednesday at 4,846 pence, down 1.24%. Investors weighed February guidance that 2026 sales growth would hit the low end of its 4%-6% range. The company completed its ice cream demerger in December and plans a €1.5 billion share buyback in the second quarter. The stock remains 12.56% below its December 52-week high.
Trump’s Plan to Cut Oil Prices Runs Into Hormuz as Iran War Rattles Markets

Trump’s Plan to Cut Oil Prices Runs Into Hormuz as Iran War Rattles Markets

12 March 2026
Brent crude fell 11% on March 10 after Trump suggested the Iran war could end soon, then rebounded to $98.45 as Gulf attacks intensified. The IEA and U.S. launched a record emergency oil release, but flows through the Strait of Hormuz remain under 10% of pre-war levels. U.S. gasoline prices rose 19% since the conflict began. The White House said Navy escorts for tankers are not yet possible.
Opendoor Stock Falls 6% as Rising Rate Fears, Weak Housing Data Hit OPEN Shares

Opendoor Stock Falls 6% as Rising Rate Fears, Weak Housing Data Hit OPEN Shares

12 March 2026
Opendoor Technologies shares dropped 6% to $4.94 in late-morning Nasdaq trading Thursday after opening at $5.19. The decline followed weaker U.S. housing starts and a delay in expected Fed rate cuts, with the Nasdaq Composite down 1.38%. Opendoor reported a $1.1 billion net loss for 2025 and ended the year holding 2,867 homes worth $925 million. Peers Zillow and Offerpad also traded lower.
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