Today: 13 March 2026
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Artificial Intelligence 10 March 2026 - 13 March 2026

IREN Stock Price Slips as $6 Billion Share-Sale Plan Tests AI Buildout

IREN Stock Price Slips as $6 Billion Share-Sale Plan Tests AI Buildout

IREN shares fell 1.3% to $41.37 Thursday, following a broader tech selloff as the Nasdaq dropped 1.78%. The company is shifting from bitcoin mining to AI cloud infrastructure, recently ordering over 50,000 Nvidia GPUs and expanding its stock-sale program to $6 billion. IREN reported a $155.4 million net loss last quarter, with most revenue still from bitcoin mining. Microsoft signed a $9.7 billion, five-year contract with IREN in November.
13 March 2026
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Ondas Stock Rises After Palantir and World View Unveil AI-Driven Stratollite ISR Deal

Ondas Stock Rises After Palantir and World View Unveil AI-Driven Stratollite ISR Deal

Palantir, Ondas, and World View announced plans to build an AI-enabled surveillance network linking stratospheric balloons, drones, and ground systems. Ondas shares rose over 2% in premarket trading before settling up 1.1% at $9.94. The project centers on World View’s Stratollite balloon and will use Palantir’s AI for mission operations, with integration expected by late 2026. Ondas reaffirmed 2026 revenue guidance at $170 million to $180 million.
12 March 2026
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Oracle Stock Price Jumps After AI Cloud Forecast Eases Debt Fears

Oracle Stock Price Jumps After AI Cloud Forecast Eases Debt Fears

Oracle shares jumped 9.18% to $163.12 after the company raised its fiscal 2027 revenue target to $90 billion and reported a 325% surge in remaining performance obligations to $553 billion. Quarterly cloud revenue rose 44% to $8.9 billion. Oracle said many new AI contracts are backed by customer prepayments or client-supplied GPUs. Financing concerns remain despite $30 billion already raised toward a $50 billion target.
12 March 2026
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What to Know About AI Stocks Before the US Market Open Today: Oracle Revives the Trade, Adobe Up Next

What to Know About AI Stocks Before the US Market Open Today: Oracle Revives the Trade, Adobe Up Next

Oracle reported a 325% jump in contracted future revenue to $553 billion and raised its 2027 revenue target to $90 billion, driving AI stocks higher premarket despite oil prices weighing on futures. Nvidia announced a $2 billion investment in Nebius, while Meta unveiled four in-house AI chips. Amazon is seeking $37 billion in bonds to fund AI infrastructure. Atlassian will cut 1,600 jobs to shift focus to AI.
12 March 2026
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Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir shares edged down 0.06% to $151.05 Wednesday as legal experts said Anthropic has a strong case against its Pentagon blacklisting, according to Reuters. Palantir’s Maven software, used in U.S. defense contracts, relies on Anthropic’s Claude AI. If the ban holds, Palantir may need to replace Claude in systems tied to over $1 billion in contracts. Anthropic sued the U.S. government Monday over the ban.
11 March 2026
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UiPath Stock Rises Ahead of Earnings as AI Pivot Faces Key Test

UiPath Stock Rises Ahead of Earnings as AI Pivot Faces Key Test

UiPath shares rose 2.8% to $11.91 Wednesday morning ahead of its quarterly results, still far below December’s $19.84 high. Wall Street expects about 26 cents a share on $465 million in revenue for the fourth quarter. UiPath recently secured AIUC-1 certification and acquired WorkFusion to expand in financial compliance. Investors remain cautious as the company competes with larger rivals like Microsoft.
11 March 2026
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Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power stock price rises as hydrogen firm eyes AI data-center power deals

Plug Power shares rose 2.1% to $2.17 Wednesday after reports the company may sell up to 250 megawatts of power into PJM Interconnection. Chairman Andy Marsh said Plug is seeking long-term contracts and is in talks with data-center and utility customers. Plug recently signed a $132.5 million deal with Stream Data Centers, aiming to unlock over $275 million from asset sales and cash releases.
11 March 2026
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UiPath secures AIUC-1 AI-agent safety certification ahead of earnings as investors await proof

UiPath secures AIUC-1 AI-agent safety certification ahead of earnings as investors await proof

UiPath said it received AIUC-1 certification for its AI agents, becoming the first enterprise automation platform to meet the new standard. Shares fell about 3% late Tuesday ahead of quarterly results due Wednesday. The certification comes as vendors emphasize security and control in AI tools. UiPath previously guided for fourth-quarter revenue of $462 million to $467 million.
11 March 2026
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Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power Eyes 250 MW PJM Power Bid in New AI Data Center Push

Plug Power is seeking to sell up to 250 megawatts of power into PJM Interconnection, targeting data center operators and utilities with contracts of at least seven years, Chairman Andy Marsh told Bloomberg. Plug shares fell 3.2% to $2.12 in late trading. The company reported 2025 revenue up 12.9% to $710 million and ended the year with $368.5 million in unrestricted cash. Jose Luis Crespo became CEO on March 2.
11 March 2026
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Intel Corporation launches Core Series 2 edge AI chips as turnaround pressure builds

Intel Corporation launches Core Series 2 edge AI chips as turnaround pressure builds

Intel launched its Core Series 2 processors for industrial systems and previewed a Health & Life Sciences Edge AI suite at Embedded World in Nuremberg on Monday. The new chips target factories, robotics, and patient monitoring, and are designed for predictable response times with up to 12 performance cores. Intel shares rose 2.6% to $46.78 Tuesday. CEO Lip-Bu Tan continues to restructure the company amid supply constraints and leadership changes.
10 March 2026
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Amazon bond sale could hit $42 billion as AI spending race intensifies

Amazon bond sale could hit $42 billion as AI spending race intensifies

Amazon is seeking $37 billion to $42 billion in a bond sale across dollars and euros, with U.S. orders reaching $126 billion, Bloomberg reported. The dollar portion was increased to $37 billion, with a 10 billion euro sale expected Wednesday, according to the Financial Times. Amazon plans $200 billion in capital expenditures this year, up from $131 billion in 2025. The company last raised $15 billion in November.
10 March 2026
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CrowdStrike Stock Gets Morgan Stanley Upgrade as Strong Outlook Blunts AI Fears

CrowdStrike Stock Gets Morgan Stanley Upgrade as Strong Outlook Blunts AI Fears

CrowdStrike shares held steady at $434.25 Tuesday after Morgan Stanley upgraded the stock and raised its price target to $510. The company forecast fiscal 2027 revenue above Wall Street estimates and reported fourth-quarter revenue up 23% to $1.31 billion. Costs tied to the July 2024 Windows outage rose to $117.7 million for fiscal 2026 but narrowed last quarter. CrowdStrike recently agreed to acquire SGNL and Seraphic Security.
10 March 2026
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Corning Incorporated shares jump as AI fiber trade rebounds ahead of OFC 2026

Corning Incorporated shares jump as AI fiber trade rebounds ahead of OFC 2026

Corning shares climbed 6.5% to $137.50 midday Tuesday, with Ciena and Lumentum also up over 6%. The gains followed strong optical-fiber demand and a $6 billion Meta Platforms supply deal. Corning’s fourth-quarter optical communications sales rose 24% to $1.70 billion. Investors remain cautious ahead of the OFC 2026 conference next week in Los Angeles.
10 March 2026
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Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco has integrated Splunk analytics into its Nexus Dashboard, enabling real-time network fault detection and automation for Nexus 9000 and Cisco 8000 switches and routers. The feature keeps sensitive telemetry data on premises, targeting compliance-focused customers. Cisco shares rose 3.4% Tuesday morning after the announcement. The move comes as Cisco faces competition from Arista and others in AI-driven networking.
10 March 2026
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Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp shares climbed nearly 6% Tuesday after the company said it will join the S&P 500 on March 23, following Nvidia’s $2 billion investment. The stock traded at $267.79 by late morning in New York. Coherent also launched new 980-nanometer micro-pump lasers ahead of the OFC telecom conference. Fiscal Q2 revenue rose 17% to $1.69 billion, with third-quarter guidance set at $1.70–$1.84 billion.
10 March 2026
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Goldman Sachs Pitches Hedge Funds New Swap Trade to Bet Against Software Loans Amid AI Fears

Goldman Sachs Pitches Hedge Funds New Swap Trade to Bet Against Software Loans Amid AI Fears

Goldman Sachs is offering hedge funds a total return swap to bet on corporate loans tied to software, as AI concerns spread in credit markets, Reuters reports. No trades have been executed yet. Morgan Stanley estimates software makes up 16% of the $1.5 trillion U.S. loan market, with half rated B- or lower. Private credit activity is rising, with major banks allocating tens of billions to the sector.
10 March 2026
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Applied Materials, Micron strike AI memory deal as $5 billion EPIC Center nears opening

Applied Materials, Micron strike AI memory deal as $5 billion EPIC Center nears opening

Applied Materials will partner with Micron Technology to develop advanced memory for AI systems at its $5 billion EPIC research center in Silicon Valley. Applied shares rose 1.9% and Micron gained 4.3% after the announcement. The companies will focus on DRAM, high-bandwidth memory, and NAND flash, with work spanning California and Idaho. Applied recently settled U.S. export allegations for $252 million.
10 March 2026
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Stock Market Today

  • Salesforce Stock Gains on $25 Billion Bond-Funded Share Buyback Program
    March 12, 2026, 7:34 PM EDT. Salesforce (CRM) shares rose nearly 3% Thursday after the company priced a $25 billion senior notes bond offering. The proceeds will fund an accelerated share repurchase (ASR), boosting stock demand. The bonds range in maturity from 2028 to 2066, with coupons between 4.5% and 6.7%, paying interest semi-annually. Salesforce plans initial share delivery by March 16 under the ASR agreement. The buyback signals confidence but adds significant debt. While some investors welcome large accelerated repurchases, $25 billion is a sizeable borrowing. Salesforce remains a leading player in customer relationship management despite concerns about using capital for buybacks over business investment.
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