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Artificial Intelligence 5 March 2026 - 6 March 2026

Salesforce leadership breaks silence on Benioff ICE-joke backlash as AI fears bite

Salesforce leadership breaks silence on Benioff ICE-joke backlash as AI fears bite

Salesforce President Robin Washington told staff the company is “appropriately adjusting” after CEO Marc Benioff’s jokes about ICE drew internal criticism, according to audio from an all-hands meeting reviewed by Business Insider. Cofounder Parker Harris called Benioff’s remarks “a very bad joke.” Salesforce shares rose 4.3% Thursday, closing at $201.39. The company did not immediately respond to requests for comment.
6 March 2026
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Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir must rebuild its Maven Smart Systems software after the Pentagon ordered contractors to cut ties with Anthropic, whose Claude AI model underpins Maven, sources said. The Defense Department labeled Anthropic a “supply chain risk,” forcing removal from sensitive systems. Palantir’s contracts tied to Maven are potentially worth over $1 billion. Shares fell 0.3% to $152.67 on Thursday.
5 March 2026
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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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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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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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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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Salesforce launches Agentforce Health AI agents to cut healthcare paperwork, adding HealthEx, Verily and Viz.ai

Salesforce launches Agentforce Health AI agents to cut healthcare paperwork, adding HealthEx, Verily and Viz.ai

Salesforce launched six new Agentforce Health AI agents for healthcare providers, payers, and public health, with integrations from HealthEx, Verily, and Viz.ai. The release coincides with AWS and Google Cloud debuting similar agentic AI healthcare platforms. Salesforce shares rose 3.8% in morning trading. Some functions are available now, with more planned for June and later in 2026.
5 March 2026
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Booking Holdings (BKNG) stock jumps as OpenAI cools ChatGPT checkout plans

Booking Holdings (BKNG) stock jumps as OpenAI cools ChatGPT checkout plans

Booking Holdings shares surged as much as 11% in early New York trading Thursday after reports that OpenAI is scaling back plans for in-chat checkout in ChatGPT. Mizuho named Booking its top travel stock pick, citing reduced fears of AI-driven disruption. Travel firms continue to face flight disruptions and rising fuel costs linked to the Middle East conflict. Booking was last up about 7% at $4,553.58.
5 March 2026
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AMD teams up with University of Toronto for 100-project AI research lab in Canada

AMD teams up with University of Toronto for 100-project AI research lab in Canada

AMD and the University of Toronto opened a joint AI and computing research lab, with AMD committing to fund 100 projects over three years and donating two AI servers. The lab will focus on energy-efficient AI systems and methods for training large models on distributed clusters. Federal and provincial officials attended the launch. AMD shares fell about 1% in morning trading.
5 March 2026
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Amazon’s AWS rolls out Amazon Connect Health — AI agents target clinic calls, notes and codes

Amazon’s AWS rolls out Amazon Connect Health — AI agents target clinic calls, notes and codes

Amazon Web Services launched Amazon Connect Health, an AI platform that automates patient verification, scheduling, clinical notes, and medical coding by connecting directly to electronic health records. The tool is designed to transfer complex cases to staff. Amazon shares rose about 1% in early U.S. trading Thursday. UC San Diego Health reported saving about a minute per call using the system.
5 March 2026
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BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

Babcock & Wilcox received full notice to proceed on a $2.4 billion contract to supply equipment for Applied Digital’s AI data center campuses. The deal includes four 300-megawatt natural gas-fired boiler and generator systems. Shares rose nearly 31% after B&W reported fourth-quarter revenue of $161 million, beating analyst estimates. A securities filing set a fixed fee of about $434.8 million plus variable charges.
5 March 2026
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Veeva earnings: $3.6 billion outlook and buyback plan as AI agents roll out

Veeva earnings: $3.6 billion outlook and buyback plan as AI agents roll out

Veeva Systems reported fourth-quarter revenue up 16% to $836 million and adjusted earnings of $2.06 per share, beating analyst expectations. The company forecast fiscal 2027 revenue of $3.585 billion to $3.6 billion and launched a $2 billion share buyback, purchasing $180 million in stock in the quarter. Cash and short-term investments totaled $6.6 billion at year-end.
5 March 2026
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Firefly Neuroscience stock jumps 126% after Nvidia GPU push and 33-fold brain-scan surge

Firefly Neuroscience stock jumps 126% after Nvidia GPU push and 33-fold brain-scan surge

Firefly Neuroscience reported a 33-fold jump in EEG/ERP brain scan volumes to over 10,800 in 2025 and expanded to 99 commercial users, up more than 20-fold. The company is deploying NVIDIA L40S GPUs to accelerate processing for a new AI “foundation model” built on EEG data. Shares closed at $1.55, up 126% in 24 hours. Growth followed the acquisition of Evoke Neuroscience and internal initiatives.
5 March 2026
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Salesforce taps Formula 1 for new AI fan agent as investors demand proof on Agentforce

Salesforce taps Formula 1 for new AI fan agent as investors demand proof on Agentforce

Salesforce and Formula 1 launched an AI-powered fan companion on F1.com to answer questions about the sport’s 2026 technical rules. Salesforce shares fell 1.5% to $193.08 in late trading after the announcement. The new tool will expand across Formula 1’s digital platforms and builds on the companies’ partnership since 2022.
5 March 2026
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Okta stock whipsaws after AI-agent lift and earnings beat — then guidance points to slower growth

Okta stock whipsaws after AI-agent lift and earnings beat — then guidance points to slower growth

Okta shares fell about 1% in after-hours trading Wednesday after the company projected roughly 9% revenue growth for fiscal 2027. Fourth-quarter revenue rose 11% to $761 million, with adjusted profit at 90 cents per share. Okta is rolling out new security controls for AI agents. Remaining performance obligations climbed 15% to $4.83 billion.
5 March 2026
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