Today: 3 April 2026

IBM Stock Rises, but AI Bet and Q4 Beat Still Can’t Shake Selloff Fears

IBM Stock Rises, but AI Bet and Q4 Beat Still Can’t Shake Selloff Fears

IBM shares rose 0.4% Monday but remain nearly 27% below their 52-week high after a sharp early-year selloff. The company completed its $11 billion Confluent acquisition on March 17 and will report first-quarter results April 22. IBM stopped disclosing standalone AI revenue, removing a key metric for investors. Bank of America reiterated a Buy rating and $340 target on March 10.
GE Vernova Stock Falls, but 2026 Gas Orders and a $40 Billion Nuclear Plan Keep It in Focus

GE Vernova Stock Falls, but 2026 Gas Orders and a $40 Billion Nuclear Plan Keep It in Focus

GE Vernova shares dropped 4% Monday to $818.46 despite company statements on rising 2026 gas orders and new U.S.-Japan energy deals. CEO Scott Strazik said new heavy-duty gas turbines cannot ship before 2029, with commissioning possibly in 2031. The company expects first-quarter gas contracts of 12–24 gigawatts, up from 8 gigawatts a year earlier. Electrification backlog is projected to double to $60 billion by 2028.
30 March 2026
Broadcom vs Oracle vs Marvell: Fresh AI Stock Calls Put Custom Chips in Focus

Broadcom vs Oracle vs Marvell: Fresh AI Stock Calls Put Custom Chips in Focus

Broadcom was favored over Oracle and Marvell in Monday investment commentary, citing its AI chip growth and scale. Broadcom reported first-quarter AI revenue up 106% to $8.4 billion and forecast $10.7 billion for the current quarter. Oracle was noted for strong multicloud database growth, while Marvell was described as riskier with higher potential upside. Supply constraints and customer concentration remain key risks.
Oracle Stock’s AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call

Oracle Stock’s AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call

Oracle shares fell 0.9% to $138.40 Monday, now down nearly 60% from September highs, as investors weighed heavy AI infrastructure spending against negative free cash flow. Oracle reported a 22% revenue jump to $17.2 billion and a 325% surge in future contracted revenue, but free cash flow stood at negative $24.7 billion. The board maintained its 50-cent dividend amid debate over sustainability.
Natural Gas Price Today: Europe Gas Holds Near €54 as EU Rushes to Protect Winter Supply

Natural Gas Price Today: Europe Gas Holds Near €54 as EU Rushes to Protect Winter Supply

Europe’s benchmark natural gas price held near 54 euros/MWh Monday as EU ministers planned emergency talks after Middle East turmoil drove prices up over 70% since late February. EU gas storage averaged just 28% full last week, with Germany’s inflation rate rising to 2.8% in March on higher energy costs. Global LNG supply forecasts have been cut after disruptions in Qatar and shipping delays. Exxon and QatarEnergy’s Golden Pass plant in Texas produced its first LNG on Monday.
Oil Prices Jump Again: Brent Briefly Tops $116 as G7 Moves to Steady Markets

Oil Prices Jump Again: Brent Briefly Tops $116 as G7 Moves to Steady Markets

Brent crude fell 0.5% to $112.05 a barrel by midday Monday after earlier topping $116.89, while U.S. crude rose 3.5% to $103.09, as traders tracked Middle East tensions and G7 emergency measures. Saudi exports from Yanbu neared capacity at 4.6 million barrels per day. Asia, which buys most Hormuz oil, faces rising costs; South Korea warned of possible driving curbs if prices climb further.
30 March 2026
Silver Price Today: Spot Silver Reclaims $70 as Haven Demand Returns and Germany Cuts Coin Content

Silver Price Today: Spot Silver Reclaims $70 as Haven Demand Returns and Germany Cuts Coin Content

Spot silver rose 1% to $70.27 an ounce Monday as investors sought safety amid ongoing Middle East conflict. Germany announced a 46% cut in silver content for its 35-euro collector coin due to price swings. Gold climbed 0.6% to $4,518.57, with platinum and palladium also higher. Traders are watching U.S. economic data and Fed policy as rate expectations shift.
Bitcoin Price Today: BTC Rebounds Toward $67,000 as Iran Talks Help, but ETF Outflows Cap Gains

Bitcoin Price Today: BTC Rebounds Toward $67,000 as Iran Talks Help, but ETF Outflows Cap Gains

Bitcoin traded near $67,000 in New York Monday, recovering from a weekend low of $65,033 after President Trump said the U.S. was in talks to end the war with Iran. U.S.-listed spot bitcoin ETFs saw $296 million in net outflows last week, with BlackRock’s IBIT losing $201.5 million in a single day. Ether rose 2.4% to $2,039. The Labor Department proposed rules to allow crypto in 401(k)s, pending a 60-day comment period.
30 March 2026
Gold Price Today: Bullion Rises on War Fears, Still Set for Worst Month Since 2008

Gold Price Today: Bullion Rises on War Fears, Still Set for Worst Month Since 2008

Spot gold rose 0.9% to $4,531.21 an ounce by late Monday morning in New York, as renewed tensions over Iran spurred safe-haven demand. Despite the rebound, gold remains down about 14% for March, heading for its worst month since 2008. Silver, platinum, and palladium also gained. Investors remain cautious as oil prices and U.S. Treasury yields climb, and central banks hold off on rate cuts.
30 March 2026
US Stock Market Today: Dow Rebounds, Nasdaq Slips as Powell and Oil Keep Wall Street on Edge

US Stock Market Today: Dow Rebounds, Nasdaq Slips as Powell and Oil Keep Wall Street on Edge

The Dow rose 0.69% and the S&P 500 edged up 0.16% Monday afternoon, while the Nasdaq slipped 0.13%. Brent crude held near $112.43 a barrel and the 10-year Treasury yield stood at 4.348%. President Trump cited talks with Iran, but Houthi militia activity kept traders cautious. Morgan Stanley cut global equities to neutral, lifting cash and Treasuries to overweight.
30 March 2026
Dow Jones Index Today: Dow Jumps 300 Points as Wall Street Tries to Shake Off Correction

Dow Jones Index Today: Dow Jumps 300 Points as Wall Street Tries to Shake Off Correction

The Dow Jones Industrial Average jumped 324 points to 45,491.47 by midday Monday after President Trump said the U.S. was in talks to end the conflict with Iran, despite continued fighting. Energy and financial stocks led gains, while tech shares lagged. Brent crude traded near $113 a barrel. Investors now expect no Fed rate cuts this year.
Wall Street’s 5-Week Losing Streak Has the S&P 500 Near a Correction. Is the Stock Market Bottom Close?

Wall Street’s 5-Week Losing Streak Has the S&P 500 Near a Correction. Is the Stock Market Bottom Close?

The S&P 500 rose 0.2% by midday Monday after five weeks of losses and a 1.7% drop Friday, leaving it 8.7% below its January peak. Brent crude is up about 60% in March, and markets have removed expected Fed rate cuts for 2026. The S&P 500 remains below key technical averages, while its price-to-earnings ratio has fallen to under 20. Morgan Stanley downgraded global equities to "equal weight" amid continued volatility.
30 March 2026
Can Uber Stock Top $100 Again? Blacklane Deal and 125% Three-Year Run Revive Debate

Can Uber Stock Top $100 Again? Blacklane Deal and 125% Three-Year Run Revive Debate

Uber shares rose 1.4% to $70.15 midday Monday after announcing a deal to acquire chauffeur service Blacklane, with financial terms undisclosed. Wells Fargo trimmed its price target to $95, citing long-term autonomous vehicle risks. Uber reported 2025 revenue of $52 billion and 202 million monthly active users in Q4. The Blacklane deal is expected to close by end-2026, pending regulatory approval.
30 March 2026
AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Vanguard Information Technology ETF fell 1.0%, Roundhill Generative AI & Technology ETF dropped 1.1%, and Global X Artificial Intelligence & Technology ETF lost 0.8% Monday morning as investors shifted focus from megacap tech to chip and hardware suppliers. U.S. equity funds saw $37.24 billion in inflows last week, but tech sector funds lost $1.45 billion.
Alphabet Stock Price Target Raised to $397 as Wells Fargo Sees Google Cloud Lift From Wiz and TPUs

Alphabet Stock Price Target Raised to $397 as Wells Fargo Sees Google Cloud Lift From Wiz and TPUs

Wells Fargo raised its price target on Alphabet to $397, maintaining an Overweight rating as shares traded near five-month lows. Google Cloud revenue jumped 48% in Q4 to $17.7 billion, with backlog up 55% to $240 billion. Alphabet closed its $32 billion Wiz acquisition on March 11. A Los Angeles jury found Google and Meta liable in a youth social-media addiction case, awarding $6 million in damages.
Meta’s $9 Trillion Market Cap Bet Runs Into Fresh Legal Risk

Meta’s $9 Trillion Market Cap Bet Runs Into Fresh Legal Risk

Meta Platforms has tied new stock options for six top executives to a share price that would push its market value above $9 trillion by 2031. The awards follow two jury verdicts last week ordering Meta to pay $381 million over child safety claims, which sent shares lower. CEO Mark Zuckerberg is not included in the pay package. Meta said it plans up to $135 billion in capital spending in 2026, mostly for AI and infrastructure.
Microsoft Stock Selloff Sparks Fresh Bull-Bear Split as Copilot Upgrades Roll Out

Microsoft Stock Selloff Sparks Fresh Bull-Bear Split as Copilot Upgrades Roll Out

Microsoft launched new Copilot features Monday as debate intensified over its AI spending and stock outlook. Shares rose 1.1% to $360.52 early, following a 17% revenue jump and a $625 billion backlog. Bulls cite strong growth, while critics highlight high capex and rising competition from Google Cloud. Microsoft said Copilot now combines OpenAI’s GPT and Anthropic’s Claude in one workflow.
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Stock Market Today

  • Vertex Pharmaceuticals (VRTX) Stock Dips Amid Market Gains Ahead of Earnings
    April 2, 2026, 7:35 PM EDT. Vertex Pharmaceuticals (VRTX) stock fell 0.28% to $476.37, underperforming the S&P 500's 0.27% gain. Despite recent underperformance, VRTX shares rose 3.2% over the past month, outperforming the medical sector's 4.14% loss. Investors eye the firm's upcoming November 4 earnings report, with consensus estimates projecting a 1.23% rise in earnings per share (EPS) to $4.13 and revenue growth of 7.79% to $2.68 billion. The annual outlook shows mixed signals with an anticipated EPS drop but revenue up 8.72%. Vertex maintains a high forward P/E ratio of 7,704.84 and PEG ratio of 581.72, far above industry averages, indicating premium valuation. The stock carries a Zacks Rank #3 (Hold), while its medical industry ranks in the top 30%, reflecting relative strength amid cautious investor sentiment.
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