Today: 29 March 2026
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Artificial Intelligence 23 March 2026 - 29 March 2026

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp shares closed at $243.48 Friday, little changed after a volatile session. Senior vice president Steve Rummel told a Pittsburgh summit the company’s multibillion-dollar deal with Nvidia will support the wider industry, not just one customer. Coherent joined the S&P 500 on March 23 and reported fiscal Q2 revenue of $1.69 billion, up 17% year over year.
29 March 2026
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Duolingo Stock Drops Again as AI Growth Pivot Keeps DUOL Under Pressure

Duolingo Stock Drops Again as AI Growth Pivot Keeps DUOL Under Pressure

Duolingo shares dropped 2.8% to $95.35 Friday after the company forecast slower bookings growth and lower profit margins for 2026. Management is shifting focus to user growth, moving AI features to cheaper tiers and cutting ads, which could cost over $50 million in bookings this year. BofA Securities downgraded the stock, citing concerns over marketing. CFO Gillian Munson received 133,753 restricted stock units this week.
28 March 2026
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Nokia Stock Price Falls 5% After Santander Downgrade Puts AI Rally to the Test

Nokia Stock Price Falls 5% After Santander Downgrade Puts AI Rally to the Test

Nokia shares dropped 5.1% to 6.87 euros in Helsinki on Friday after Santander downgraded the stock to Underperform and set a 6.85-euro target. The decline followed mixed analyst views and profit-taking after last year’s Nvidia stake and AI-driven rally. Investors await evidence of AI network gains in earnings, with Nokia’s next results due in April. The STOXX 600 index also fell 0.9% amid broader market jitters.
27 March 2026
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Microsoft Stock Heads for Worst Stretch Since 2009 as OpenAI, Copilot Worries Deepen

Microsoft Stock Heads for Worst Stretch Since 2009 as OpenAI, Copilot Worries Deepen

Microsoft shares fell 2.1% to $358.38 Friday, down 34% from their October 2025 peak, marking the worst six-month stretch since 2009. Investors are questioning the payoff from Microsoft’s heavy AI spending and deep ties to OpenAI. UBS cut its target price to $510, citing weak Copilot adoption, while Bank of America reinstated a Buy rating. Microsoft posted $81.3 billion in quarterly revenue, but capital expenditures hit $37.5 billion.
27 March 2026
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CrowdStrike Stock Back in Focus as Cybersecurity Spending Holds Up, AI Debate Shifts

CrowdStrike Stock Back in Focus as Cybersecurity Spending Holds Up, AI Debate Shifts

CrowdStrike shares closed Thursday up 1.75% at $392.62, still 31% below their 52-week high. The company launched Charlotte AI AgentWorks with partners including AWS and Anthropic at the RSA Conference on March 25. Fiscal 2026 revenue rose 22% to $4.81 billion, with annual recurring revenue at $5.25 billion. IBM expanded its partnership, integrating CrowdStrike’s AI into its threat-operations system.
27 March 2026
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Alphabet Stock Nears Bear Market as Google’s $185 Billion AI Spend Faces Wall Street Test

Alphabet Stock Nears Bear Market as Google’s $185 Billion AI Spend Faces Wall Street Test

Alphabet shares fell 3.1% to $280.53 Thursday, extending a 15% slide from February highs, as investors questioned the company’s plan to nearly double capital spending to up to $185 billion in 2026. The drop followed strong revenue growth but came amid broader tech declines, legal setbacks, and concerns that massive AI investments could strain near-term cash flow.
26 March 2026
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NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

Nvidia shares traded near $179 early Thursday, holding a $4.53 trillion market value after a 2% gain. The company reported $68.1 billion in fourth-quarter revenue, up 73% year-over-year. Arm’s new data-center CPU announcement sent its shares up 20% Wednesday, highlighting rising competition in AI chips. Nvidia last week detailed a plan to sell 1 million chips to Amazon Web Services by 2027.
26 March 2026
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Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk will invest about $1 billion in Taiwan's Nanya Technology, acquiring a 3.9% stake and securing a multi-year DRAM supply deal. Sandisk shares fell 3.5% in U.S. trading; Nanya stock rose 4.6% in Taipei. The purchase price of NT$223.9 per share is a 15% discount to Nanya's 30-day average. Nanya will use proceeds for factory upgrades and advanced memory production.
25 March 2026
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Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir shares climbed 2.8% to $159.19 in early New York trading Wednesday after Reuters reported the firm is developing software for the Trump administration’s $185 billion Golden Dome missile shield. The stock outperformed the Nasdaq 100 and major defense contractors. No contract for Golden Dome work has been announced. Palantir’s revenue jumped 70% in the fourth quarter to $1.41 billion.
25 March 2026
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Hyatt Uses AI Search and New Amex Offer to Chase Direct Hotel Bookings

Hyatt Uses AI Search and New Amex Offer to Chase Direct Hotel Bookings

Hyatt is expanding its use of artificial intelligence to target travelers before they choose destinations, aiming to drive more direct bookings, CEO Mark Hoplamazian said in Berlin. The company is rolling out an AI tool for hotel managers to 250 properties by April and 1,000 by year-end. Select American Express cardholders received a targeted $75 offer on Hyatt stays booked directly. Hyatt reports higher daily rates and RevPAR.
25 March 2026
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UiPath Stock Price Sinks 9% as AI Disruption Fears Slam Software Sector Again

UiPath Stock Price Sinks 9% as AI Disruption Fears Slam Software Sector Again

UiPath shares fell 8.7% to $11.07 in late trading Tuesday amid a broader tech selloff, despite reporting its first full year of profit and a $500 million buyback. The company forecast slower revenue growth for fiscal 2027, fueling investor concerns as competition from newer AI agents intensifies. The iShares Expanded Tech-Software Sector ETF dropped 4.2%, with HubSpot, Atlassian, and Salesforce also posting steep declines.
24 March 2026
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Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns

Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns

Amazon shares fell 1.4% to $207.24 Tuesday, about 20% below their 52-week high, as the company faces $200 billion in planned 2026 capital spending, much for AI infrastructure. AWS operations in Bahrain were disrupted by drone activity, the second such incident in a month. The Nasdaq dropped 0.84% amid rising oil prices and Treasury yields. Amazon told AWS customers to migrate to other regions but gave no recovery timeline.
24 March 2026
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Nokia Oyj Stock Price Climbs 3% as Telecom Rally Puts AI Bet Back in Focus

Nokia Oyj Stock Price Climbs 3% as Telecom Rally Puts AI Bet Back in Focus

Nokia shares rose 2.92% to 7.04 euros in Helsinki Tuesday, while U.S. ADRs gained 1.86%. Telecom stocks outperformed in Europe, with sector gains of 2.5%. Nokia’s AI-driven optical networking push and recent contract wins have fueled a 26% stock rise this year, but some analysts see the rally outpacing near-term results. Vietnam’s 5G contracts to Huawei and ZTE highlight ongoing competition.
24 March 2026
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Microsoft Stock Falls as Bulls Call 21% Slide a Bargain, Bears Point to AI Spending Risk

Microsoft Stock Falls as Bulls Call 21% Slide a Bargain, Bears Point to AI Spending Risk

Microsoft shares fell 2.5% Tuesday to $373.61, now down 21% from January highs. Investors remain split after quarterly results showed revenue up 17% and net income up 60%, but capital spending surged and cloud margins narrowed. Morningstar and Seeking Alpha called the drop a buying opportunity, while a TipRanks-linked piece urged caution, citing slower growth and margin pressure.
24 March 2026
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Amazon stock price jumps as Wall Street rethinks $200 billion AI bet

Amazon stock price jumps as Wall Street rethinks $200 billion AI bet

Amazon shares rose 2.3% to $210.14 on Monday, outpacing the S&P 500 and Nasdaq after a bullish analyst note and a Wall Street rebound. The gain follows an 11% drop this year amid scrutiny of Amazon’s $200 billion AI-driven capex plan. AWS revenue rose 24% last quarter to $35.6 billion, but rivals grew faster. Amazon raised $54 billion in bonds this month to fund expansion.
24 March 2026
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Nokia Stock Price Today: Shares Bounce, but AI Bet Still Needs Proof

Nokia Stock Price Today: Shares Bounce, but AI Bet Still Needs Proof

Nokia’s U.S. shares rose about 1% to $8.06 on Monday as Wall Street rebounded and oil prices dipped after Washington paused planned strikes on Iranian power plants. The stock had fallen nearly 4% Friday and remains below its March 16 high. Nokia recently launched new fiber-networking products and expanded AI partnerships with TIM Brasil and Deutsche Telekom. The company’s annual meeting is set for April 9, with Q1 results due April 23.
23 March 2026
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Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Technologies shares climbed $6.22 to $156.90 on Monday after the Pentagon moved to formalize its Maven AI system and Wedbush reiterated a bullish outlook. Deputy Defense Secretary Steve Feinberg ordered Maven to become a program of record by fiscal year-end, shifting oversight to the Pentagon’s AI office. Morgan Stanley maintained an equal-weight rating, citing high valuation but noting strong demand and growth in Palantir’s commercial business.
23 March 2026
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Microsoft Stock Selloff Sparks Fresh Buy Calls, but AI Spending Risks Linger

Microsoft Stock Selloff Sparks Fresh Buy Calls, but AI Spending Risks Linger

Microsoft shares rose 1% to $385.71 in early New York trading Monday after bullish analyst commentary, despite ongoing concerns over the payoff from its heavy AI spending. Morningstar and Evercore set price targets near $600, while some analysts warned margin pressure could persist through 2026. Microsoft’s contracted cloud backlog more than doubled to $625 billion last quarter. Investors remain cautious amid inflation and rising yields.
23 March 2026
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Stock Market Today

  • Why Economist Nouriel Roubini Shows Unexpected Optimism on Stocks Amid Middle East Conflict
    March 29, 2026, 4:49 PM EDT. Nouriel Roubini, known as 'Dr. Doom' for predicting the 2008 crisis, expressed an unusual bullish stance on stocks and the economy despite the ongoing Iran war. He indicated that while inflation is rising, a recession is not his baseline scenario. Roubini highlighted artificial intelligence as a key productivity driver, expecting economic acceleration post-conflict. Other Wall Street strategists, including Barclays' Venu Krishna and Truist's Keith Lerne, echoed a cautiously optimistic view on U.S. equities, citing improved valuations and growth potential despite market fragility from geopolitical tensions, inflation, and private credit stress.
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