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Artificial Intelligence 17 March 2026 - 23 March 2026

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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AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

Nvidia, Broadcom, Microsoft, AMD, and Micron fell early Monday as oil topped $100 a barrel and traders priced out Federal Reserve rate cuts. OpenAI offered private-equity firms a 17.5% minimum return and early access to new models. Elon Musk said Tesla and SpaceX will build two chip factories in Austin. Nasdaq 100 futures dropped 0.72% premarket.
23 March 2026
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Fundrise VCX Surges After Delayed NYSE Debut as Investors Chase Private AI Access

Fundrise VCX Surges After Delayed NYSE Debut as Investors Chase Private AI Access

Fundrise’s VCX closed Friday at $117.70, up 54.5% since its March 19 NYSE debut, despite repeated trading halts. The fund’s last reported NAV was $18.26, putting Friday’s close at over six times asset value. VCX holds 85% of its portfolio in private companies, with 43.8% in AI firms like Anthropic and OpenAI. The surge came as the S&P 500 hit a six-month low amid Iran war tensions and rising oil prices.
22 March 2026
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Why Vistra Stock Price Fell 12.6% as AI-Power Shares Tumbled

Why Vistra Stock Price Fell 12.6% as AI-Power Shares Tumbled

Vistra Corp shares fell 12.6% Friday to $146.02, with trading volume surging to 11.1 million shares. Constellation Energy, Talen Energy, and NRG Energy also dropped sharply, reflecting a broader pullback in AI-linked power stocks. The S&P 500 fell 1.51% and utilities slid 4.11% amid inflation and rate worries. The selloff followed Vistra’s recent investment-grade rating upgrade from Fitch.
21 March 2026
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Fundrise VCX Stock Surges 55% After NYSE Debut as Retail Investors Chase Private AI

Fundrise VCX Stock Surges 55% After NYSE Debut as Retail Investors Chase Private AI

Fundrise Innovation Fund shares closed at $117.70 Friday, up 54.5% from Thursday’s $76.16, and more than six times its March 2 net asset value of $18.26. The fund, which invests heavily in private AI companies including Anthropic, Databricks, and OpenAI, began trading Thursday after a delayed NYSE listing. VCX was briefly halted for volatility. Over 100,000 investors hold shares.
21 March 2026
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Sandisk Stock Pulls Back After Citi Raises Target as 1,200% AI Rally Meets Valuation Test

Sandisk Stock Pulls Back After Citi Raises Target as 1,200% AI Rally Meets Valuation Test

Citi raised Sandisk’s price target to $875 from $750 after Micron’s strong quarterly results, but Sandisk shares fell 4.4% to $738.50 in early Friday trading. Micron, Western Digital, and Seagate also dropped. Sandisk’s stock has surged over 1,200% in the past year, outpacing the average analyst target of $570. Micron reported record revenue and raised its capital spending outlook.
20 March 2026
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Planet Labs Earnings Beat as Record Revenue Brings Nvidia AI Push Into Focus

Planet Labs Earnings Beat as Record Revenue Brings Nvidia AI Push Into Focus

Planet Labs reported fourth-quarter revenue up 41% to $86.8 million and full-year sales rising 26% to $307.7 million, both above analyst expectations. Remaining performance obligations jumped 106% to $852.4 million. The company forecast fiscal 2027 revenue between $415 million and $440 million. Planet is expanding AI and GPU-based image processing in partnership with Nvidia.
20 March 2026
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Palantir Stock Climbs as New AI Mortgage Deal, UBS Target Hike Help PLTR Buck Weak Market

Palantir Stock Climbs as New AI Mortgage Deal, UBS Target Hike Help PLTR Buck Weak Market

Palantir shares rose 1.9% to $155.68 Thursday, defying a broader market decline after announcing a partnership with Moder to launch an AI-powered mortgage platform. UBS raised its price target to $200. The Pentagon plans to phase out Anthropic’s Claude from Palantir’s Maven system, complicating key defense contracts. Director Alexander Moore sold 16,000 shares March 16, leaving him with 1,156,978 shares.
19 March 2026
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SanDisk Stock (SNDK) Slips Even After Citi Lifts Target to $875 as AI Rally Faces Valuation Test

SanDisk Stock (SNDK) Slips Even After Citi Lifts Target to $875 as AI Rally Faces Valuation Test

SanDisk shares fell 1.5% to $742.50 Thursday despite Citi raising its price target to $875. The stock has surged since reporting second-quarter revenue up 61% year-over-year and strong AI-driven demand for NAND flash. Micron dropped 2.9% after raising its 2026 capital spending forecast by $5 billion. Wall Street’s average target for SanDisk stands at $688.33, implying downside.
19 March 2026
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Alibaba Stock Falls After Earnings Miss as AI Cloud Growth Fails to Offset China Price War

Alibaba Stock Falls After Earnings Miss as AI Cloud Growth Fails to Offset China Price War

Alibaba shares fell Thursday after the company missed quarterly revenue and net income estimates, with net income dropping 66% to 15.63 billion yuan for the December quarter. Cloud revenue rose 36%, but core commerce margins remained under pressure amid weak Chinese demand and heavy spending on delivery and discounts. U.S.-listed ADRs dropped about 1.6% in premarket trading.
19 March 2026
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Why Nvidia’s $31 Billion Networking Business Is the Real Test of Its $1 Trillion AI Bet

Why Nvidia’s $31 Billion Networking Business Is the Real Test of Its $1 Trillion AI Bet

Nvidia’s networking business posted $11 billion in quarterly revenue, more than tripling from a year ago and surpassing Cisco’s comparable sales. Total quarterly revenue hit a record $68.1 billion, with data center revenue at $62.3 billion. CEO Jensen Huang projected a $1 trillion revenue opportunity through 2027. Nvidia shares fell 0.8% in Thursday trading.
19 March 2026
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Micron Stock Falls After Record Q2 Earnings as AI Memory Boom Forces Bigger Spending

Micron Stock Falls After Record Q2 Earnings as AI Memory Boom Forces Bigger Spending

Micron Technology reported record quarterly revenue of $23.86 billion and adjusted earnings of $12.20 a share, forecasting a sharp rise next quarter. Shares fell about 5% after the company announced fiscal 2026 capital spending above $25 billion, $5 billion higher than previously planned. Micron cited surging AI-driven demand for memory chips and rising prices for DRAM and NAND. The company completed a $1.8 billion site purchase in Taiwan for expansion.
19 March 2026
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Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

ServiceNow CEO Bill McDermott warned graduate unemployment could hit the “mid-30s” within years as AI replaces entry-level office jobs. BlackRock’s Larry Fink said the class of 2026 may face the toughest job market in years. Recent college graduate unemployment reached 5.7% in late 2025, with underemployment at 42.5%, the highest since 2020, according to the New York Fed.
19 March 2026
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Sandisk Stock Gets Fresh AI Storage Lift After Micron Beat, but Valuation Fight Deepens

Sandisk Stock Gets Fresh AI Storage Lift After Micron Beat, but Valuation Fight Deepens

Sandisk shares rose 4.6% to $753.69 Wednesday after new analyst reports cited continued growth in data center flash storage demand despite the stock’s rally. The company reported fiscal Q2 revenue of $3.03 billion, up 61% year-over-year, and forecast Q3 revenue of $4.4–$4.8 billion. Sandisk and Kioxia extended their flash supply agreements through 2034. Peers Micron and Western Digital also reported strong AI-driven demand.
18 March 2026
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Nebius Stock Rebounds After $4 Billion Note Sale as Meta AI Deal Stays in Focus (Business Wire)

Nebius Stock Rebounds After $4 Billion Note Sale as Meta AI Deal Stays in Focus (Business Wire)

Nebius shares rose 4.4% to $121.42 Wednesday after the company priced an upsized $4 billion convertible note sale. The company expects about $3.96 billion in net proceeds, earmarked for data centers, GPUs, and AI cloud expansion. The move follows a Meta deal worth up to $27 billion and Nvidia’s $2 billion investment for an 8.3% stake. The notes are set to settle March 20.
18 March 2026
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UBS Says CTAs Dumped 75% of Equities, Sees Sage AI Pricing Power and Reworks High-Yield Desk

UBS Says CTAs Dumped 75% of Equities, Sees Sage AI Pricing Power and Reworks High-Yield Desk

UBS said commodity trading advisers have cut 75% of global equity exposure since the Middle East conflict began, leaving them nearly neutral on stocks. The bank reiterated a “buy” rating on Sage, citing AI-driven pricing power, and set a 1,025 pence target. Sage shares traded at 842.4 pence Tuesday. UBS is also restructuring its European high-yield trading desk, according to a separate report.
17 March 2026
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Stock Market Today

  • Morgan Stanley Raises UnitedHealth Price Target to $453, Maintains Overweight Rating
    June 4, 2026, 10:25 AM EDT. Morgan Stanley increased its price target for UnitedHealth Group (UNH) to $453 from $395 while maintaining an overweight rating, signaling confidence in the health insurer's stock. Analysts polled by FactSet show an average overweight rating and a mean price target of $404.44. The upward revision reflects optimism about UnitedHealth's growth prospects amid ongoing healthcare demand.

Latest articles

UnitedHealth Shares Climb as Wall Street Sees Less Cost Pressure

UnitedHealth Shares Climb as Wall Street Sees Less Cost Pressure

4 June 2026
UnitedHealth Group surged 5.7% after Bank of America upgraded the stock to Buy and Morgan Stanley hiked its price target, as Wall Street cited signs of easing medical costs and a favorable second-quarter earnings setup, with shares trading near $398 and the board boosting the quarterly dividend to $2.32, even as a Massachusetts lawsuit poses ongoing risk.
Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Ciena shares fall after strong results, AI trade takes a hit

4 June 2026
Ciena shares plunged 9.5% premarket to $561.51 despite beating Q2 revenue and profit estimates and raising full-year guidance, as investors—already pricing in an AI-driven boom—found the outlook insufficient; two customers made up 34% of revenue, highlighting risk from concentrated orders and volatile AI-linked demand.
Splash Beverage Stock Climbs — NYSE Details for Traders

Splash Beverage Stock Climbs — NYSE Details for Traders

4 June 2026
Splash Beverage soared 71% to $0.2420 after filing a plan to regain NYSE American compliance, with shares quoted at $0.3650 premarket as investors react to survival efforts amid expired Medterra CBD talks, a sharp revenue drop to $4,224, a $2.14 million loss, and just $381,195 in cash, leaving the company dependent on new deals and financing to avoid delisting.
Intel Shares Drop Even as Tech Climbs—AI Trade Not Enough

Intel Shares Dip Premarket Despite Foxconn AI Deal

4 June 2026
Intel shares slid 3.71% to $108.53 premarket as a new AI partnership with Foxconn failed to offset a chip-sector selloff sparked by Broadcom’s disappointing results; investors face uncertainty as Intel and Foxconn gave no financial details, customer names, or launch timeline for their AI collaboration, raising questions about how soon the deal could boost revenue.
Archer Aviation stock moves up as investors watch for 2026 air-taxi test

Archer Aviation Drops Pre-Market With Cash Burn In Focus

4 June 2026
Archer Aviation shares slid 3.3% pre-market to $6.53 as investors weighed heavy quarterly losses and rising cash needs for certification, testing, and manufacturing, despite progress on FAA milestones; the company warned it may need more capital on poor terms if costs rise or development delays, leaving the stock exposed to regulatory and financial risks.
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