Today: 26 June 2026

Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

U.S. officials are drafting new AI chip export rules that could require foreign governments to invest in U.S. data centers or provide security guarantees before buying large volumes, potentially affecting AMD, Nvidia, and Intel. The proposal follows AMD’s $60 billion chip deal with Meta and comes as tech giants plan over $600 billion in AI infrastructure spending this year. The draft is not final.
5 March 2026
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Sandisk to Join Bloomberg 500 Index as SNDK Shares Whipsaw After Market Jitters

Sandisk to Join Bloomberg 500 Index as SNDK Shares Whipsaw After Market Jitters

Sandisk will be added to the Bloomberg 500 index on March 12, Bloomberg Indices said Thursday. The stock ended down 5.6% at $565.55 after sharp swings this week, following its spin-off from Western Digital and focus on AI-driven storage. Western Digital has been selling its Sandisk stake to cut debt. The B500 tracks 500 large U.S. companies with a combined $58.19 trillion market cap.
5 March 2026
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Broadcom Stock Climbs as AI Chip Forecast Tops $100 Billion, Q2 Outlook Beats

Broadcom Stock Climbs as AI Chip Forecast Tops $100 Billion, Q2 Outlook Beats

Broadcom raised its 2027 AI chip sales forecast to over $100 billion, sending shares up 4.8% to $332.65. First-quarter revenue rose 29% to $19.31 billion, with AI revenue more than doubling to $8.4 billion. The company expects $22 billion in second-quarter revenue and approved a $10 billion share buyback plan. CEO Hock Tan said Broadcom will ship custom chips to Anthropic and OpenAI in 2026 and 2027.
5 March 2026
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Goldman Sachs warns $100 oil could hit growth and stoke inflation as Iran war widens

Goldman Sachs warns $100 oil could hit growth and stoke inflation as Iran war widens

Goldman Sachs warned a temporary jump in oil to $100 a barrel, driven by widening conflict in Iran, could cut global growth by 0.4 percentage point and raise inflation by 0.7 points. The bank raised its Brent crude forecast for Q2 2026 to $76 a barrel, citing risks to Middle East supply. Oil prices rose over 3% to $83.81 on Thursday. Morgan Stanley now expects the ECB to hold rates steady through 2026.
5 March 2026
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Chevron stock jumps as oil surges on Iran conflict and Hormuz choke point fears

Chevron stock jumps as oil surges on Iran conflict and Hormuz choke point fears

Chevron shares rose 1.7% to $189.28 Thursday as oil prices surged after Iran’s conflict disrupted supply and shipping. Brent crude settled up 4.93% at $85.41 a barrel, while U.S. WTI jumped 8.51% to $81.01, its highest since July 2024. Shipping costs for Middle East-to-China crude soared to over $450,000 a day. Chevron’s Israeli gas fields, including Leviathan and Tamar, were idled by Iranian strikes.
5 March 2026
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Bloom Energy Corporation lands Bloomberg 500 Index spot as BE stock slips — what investors watch next

Bloom Energy Corporation lands Bloomberg 500 Index spot as BE stock slips — what investors watch next

Bloom Energy will join the Bloomberg 500 Index before the market opens on March 12, Bloomberg Indices said Thursday. Shares fell 3.8% to $158.47 in afternoon trading, valuing the company at about $19.8 billion. Bloom reported 2025 revenue of $2.02 billion and expects up to $3.3 billion in 2026. The company cited data-center demand as a key growth driver.
5 March 2026
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Credo Technology Group Holding stock jumps as Broadcom backs copper over optics in AI racks

Credo Technology Group Holding stock jumps as Broadcom backs copper over optics in AI racks

Credo Technology shares climbed 9% to $111.94 Thursday after Broadcom endorsed copper-linked wiring for AI data centers. The gain followed a 14.8% drop earlier in the week on lower gross-margin guidance despite record quarterly revenue of $407 million, up 201.5% year over year. Credo’s top three customers grew sequentially, but together made up 88% of revenue, heightening concentration risk.
5 March 2026
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Marvell Technology targets AI data-center bottlenecks with new 1.6T “pluggable” optics

Marvell Technology targets AI data-center bottlenecks with new 1.6T “pluggable” optics

Marvell Technology unveiled a 1.6-terabit pluggable optical module and 2-nanometer coherent chips with built-in security, targeting AI-focused cloud data centers. The company will debut the products at OFC 2026 in March and expects sampling to start in the second half of the year. Marvell shares fell 2.5% to $76.12 Thursday morning. Investors await the company’s earnings call later today.
5 March 2026
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Adobe stock jumps as Wall Street fixates on AI recurring revenue ahead of earnings

Adobe stock jumps as Wall Street fixates on AI recurring revenue ahead of earnings

Adobe shares jumped 3.9% to $283.86 on Thursday as investors focused on AI-driven recurring revenue ahead of next week’s earnings. Piper Sandler maintained a Neutral rating, while Barclays trimmed its price target to $335 but stayed positive. Analysts highlighted annual recurring revenue and AI adoption as key metrics. The stock remains about 40% below its 52-week high.
5 March 2026
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Expedia stock jumps as OpenAI pulls back ChatGPT checkout plans — here’s what’s driving it

Expedia stock jumps as OpenAI pulls back ChatGPT checkout plans — here’s what’s driving it

Expedia shares surged 11% Thursday after a report said OpenAI is scaling back direct checkout plans in ChatGPT, easing fears that AI could bypass online travel agencies. Booking Holdings rose 8% and Tripadvisor gained nearly 3%. OpenAI reportedly found users were researching but not completing purchases inside ChatGPT. Expedia last reported Q4 gross bookings up 11% to $27 billion, with revenue at $3.55 billion.
5 March 2026
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GE Vernova wins 17-turbine Italy wind deal as it pours $30 million into grid parts plant

GE Vernova wins 17-turbine Italy wind deal as it pours $30 million into grid parts plant

GE Vernova will supply 17 onshore wind turbines to IVPC Group’s Fortore wind farm in Benevento, southern Italy, with deliveries starting in the second quarter of 2027. The company is investing about $30 million to expand transformer-component production at its Sesto San Giovanni site, adding around 50 jobs. GE Vernova shares fell roughly 4% to $806.50 in U.S. trading on Thursday.
5 March 2026
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Coherent Corp rolls out 224Gbps chip for AI data centers as OFC 2026 approaches

Coherent Corp rolls out 224Gbps chip for AI data centers as OFC 2026 approaches

Coherent Corp on Wednesday launched a 224Gbps quad-channel transimpedance amplifier for 800G and 1.6T optical transceivers, and debuted the WaveMaker 4000A test instrument for Super C-band DWDM systems. Bloomberg Indices will add Coherent to its Bloomberg 500 index effective March 12. Coherent shares fell about 9% Thursday afternoon. The company recently raised $2 billion from Nvidia through a share sale.
5 March 2026
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Heating Oil price today: ULSD futures jump near 10% as Strait of Hormuz fears bite

Heating Oil price today: ULSD futures jump near 10% as Strait of Hormuz fears bite

U.S. April heating oil futures surged 9.8% to $3.6163 a gallon Thursday, hitting a 52-week high as supply risks and Middle East tensions rattled markets. Brent crude rose to $84.32 a barrel and U.S. WTI to $79.06. Average U.S. retail diesel prices climbed to $4.04 per gallon. Distillate inventories remain about 3% below the five-year average, EIA data showed.
5 March 2026
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Gas prices jump again: RBOB gasoline futures spike 6% as Iran conflict tightens supply

Gas prices jump again: RBOB gasoline futures spike 6% as Iran conflict tightens supply

NYMEX RBOB gasoline futures jumped 6% to $2.67 a gallon Thursday amid supply fears tied to the Iran conflict. AAA reported the U.S. average pump price rose nearly 27 cents in a week to $3.25. Oil and diesel prices also climbed as traders tracked shipping and output risks in the Gulf. U.S. gasoline inventories fell by 1.7 million barrels last week, while crude stocks increased.
5 March 2026
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Brent crude price leaps above $84 as Hormuz attacks rattle oil markets

Brent crude price leaps above $84 as Hormuz attacks rattle oil markets

Brent crude jumped over 3% to $84.32 a barrel after tanker explosions and shipping disruptions near Kuwait and Iraq, with about 200 vessels stranded off major oil producers. U.S. crude inventories rose by 3.5 million barrels last week. JPMorgan warned Iraqi and Kuwaiti supplies could halt if the Strait of Hormuz remains closed, threatening 3.3 million barrels per day. Diesel prices and physical crude premiums surged amid tightening supply.
5 March 2026
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Stock Market Today

  • The Mosaic Company (MOS) Faces Challenges Amid Falling Fertilizer Prices and Earnings Misses
    June 26, 2026, 6:03 AM EDT. The Mosaic Company (MOS), a major producer of phosphate and potash fertilizers, is under pressure from declining fertilizer prices and elevated raw material costs. The resumption of exports by top suppliers has increased supply, weakening prices. Elevated ammonia costs, influenced by supply concerns from Russia's conflict, add to production challenges. MOS's stock is classified as a Zacks Rank #5 (Strong Sell) in the struggling fertilizer industry, which ranks in the bottom 10% of Zacks' industries. The company missed earnings estimates in three of the last four quarters, with a recent Q2 earnings miss of 20.6%. Analysts have cut upcoming quarter estimates by 8.96%, indicating negative growth of 10.3% year-over-year. These trends signal continuing headwinds and reinforce the stock's bearish outlook.

Latest News

Volkswagen 100,000-job cut report links to €23 billion investment freeze

Volkswagen 100,000-job cut report links to €23 billion investment freeze

26 June 2026
Volkswagen may cut up to 100,000 jobs, shut four German plants, and slash five-year investment by about €23 billion to just over €130 billion, as reported by Manager Magazin, signaling a major cash squeeze beyond labor costs while the company’s operating margin remains far below its 2030 target.
Red Lobster lawsuit weighs on Thai Union with $295 million risk

Red Lobster lawsuit weighs on Thai Union with $295 million risk

26 June 2026
Thai Union Group shares fell 0.9% to 11.50 baht as a lawsuit by Red Lobster creditors seeks to unwind $32 million in 2023 transactions—almost equal to Thai Union’s Q1 net profit—and targets a creditor pool of $295 million, about one-fifth of Thai Union’s equity value.
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