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Artificial Intelligence 28 February 2026 - 4 March 2026

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia will invest $2 billion each in Lumentum and Coherent, securing long-term supply and capacity rights for optical networking parts used in AI data centers. A Coherent filing showed Nvidia bought 7.79 million shares for $2 billion in a private placement. The agreements include multibillion-dollar purchase commitments and support for U.S. manufacturing expansion.
4 March 2026
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Snowflake edges closer to the sales floor as EY and Canva roll out “agentic” AI platform

Snowflake edges closer to the sales floor as EY and Canva roll out “agentic” AI platform

EY launched an AI sales platform built with Snowflake and Canva, targeting workflow automation and real-time data for sales teams. Snowflake executives told a Morgan Stanley conference they are prioritizing AI adoption despite lower initial margins. Snowflake shares fell 2.7% premarket to $165.79. EVP Christian Kleinerman sold 10,000 shares on March 2 at $165.01 each under a pre-arranged plan.
4 March 2026
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Western Digital stock slides 6% in regular trade as oil spike rattles AI-linked tech, insider sale filing surfaces

Western Digital stock slides 6% in regular trade as oil spike rattles AI-linked tech, insider sale filing surfaces

Western Digital shares fell about 6% to $253.68 Tuesday, leading declines in data storage stocks as oil prices surged and Wall Street indexes dropped over 2%. A Form 144 filing showed a proposed sale of 6,000 Western Digital shares tied to a trust. Micron, Seagate, and Sandisk also traded sharply lower. Oil jumped 8% amid rising tensions in the Middle East, fueling inflation concerns.
3 March 2026
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Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir shares rose 5.8% to $145.17 in after-hours trading Monday, extending gains after U.S. agencies began phasing out Anthropic’s AI tools following a Trump administration order. The move put government tech suppliers in focus as traders also tracked Middle East tensions and awaited U.S. economic data. Palantir’s market value reached about $433 billion.
2 March 2026
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Caterpillar stock rises as CAT pitches CONEXPO automation push, rolls out Cat AI Assistant

Caterpillar stock rises as CAT pitches CONEXPO automation push, rolls out Cat AI Assistant

Caterpillar shares rose 1.4% to $753.29 Monday after the company announced new rentals, service programs, and autonomy demos tied to the CONEXPO-CON/AGG show in Las Vegas. The company will launch Cat Rentals, expand AI features, and demo operatorless machinery. Investors are watching a March 4 keynote and a Jefferies fireside chat March 5. Industrials broadly gained, with the sector ETF up 1%.
2 March 2026
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ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly

ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly

ASML plans to expand beyond EUV lithography machines into advanced packaging tools for AI chips, CTO Marco Pieters said. Shares have risen over 30% this year, valuing the company at about $560 billion. Pieters said ASML is researching larger chip sizes, new generations of EUV, and AI integration in its tools. The company expects qualifying new equipment for stacked chip designs will take time.
2 March 2026
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Western Digital (WDC) stock slides about 3% as WD exec flags 32TB drive shipments and AI demand

Western Digital (WDC) stock slides about 3% as WD exec flags 32TB drive shipments and AI demand

Western Digital shares fell about 3% to $271.26 in Monday afternoon trading, underperforming major U.S. indexes. WD shipped 3.5 million 32TB nearline hard drives last quarter, according to its sales director. Investors are watching the company’s March 3 appearance at a Morgan Stanley conference for demand updates. Seagate and Sandisk shares also declined.
2 March 2026
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Microsoft stock rises as UAE AI spending details land amid oil shock and OpenAI deal buzz

Microsoft stock rises as UAE AI spending details land amid oil shock and OpenAI deal buzz

Microsoft shares rose 1.2% to $397.31 in morning trading Monday, outperforming other tech giants as oil and gas prices jumped after Middle East strikes disrupted energy routes. The company confirmed $15.2 billion in AI and cloud investments in the UAE through 2029, with $7.3 billion already spent. Investors are watching for Microsoft’s SharePoint event later Monday and its next earnings report in late April.
2 March 2026
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WiseTech Global stock slides 4.7%: AI job cuts, CEO buy and dividend dates now in focus

WiseTech Global stock slides 4.7%: AI job cuts, CEO buy and dividend dates now in focus

WiseTech Global shares fell 4.7% to A$45.29 Monday after recent volatility and ongoing scrutiny over its AI-driven overhaul and 2,000 planned job cuts. CEO Zubin Appoo purchased A$1 million in shares last week. The company reaffirmed FY26 revenue guidance and reported a half-year net profit of $68.1 million. Tech stocks lagged as broader markets held steady.
2 March 2026
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Meta stock heads into Monday on the back foot after report of Google AI chip rental deal

Meta stock heads into Monday on the back foot after report of Google AI chip rental deal

Meta shares closed at $648.18 Friday, down 1.34%, and slipped further after hours following a report of a multi-year, multi-billion-dollar deal to rent Google’s AI chips. Meta and Google declined to comment. Investors are watching for Meta CFO Susan Li’s appearance at a Morgan Stanley conference March 4 and fresh U.S. jobs data due March 6.
1 March 2026
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Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia shares fell 4.2% to $177.19 Friday after a sharp post-earnings drop. Investors weighed reports of a new AI processor platform possibly debuting at GTC next month and OpenAI’s $110 billion fundraising, including $30 billion from Nvidia. Broader markets also slid after hotter-than-expected U.S. producer price data renewed rate cut uncertainty.
1 March 2026
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Amazon stock in focus after $50 billion OpenAI partnership lands in SEC filing

Amazon stock in focus after $50 billion OpenAI partnership lands in SEC filing

Amazon disclosed a $50 billion investment and expanded partnership with OpenAI, making AWS the exclusive third-party cloud provider for OpenAI’s new enterprise platform. Amazon shares closed up 1% at $210.00 Friday, while the S&P 500 fell 0.4% and the Nasdaq dropped 0.9%. OpenAI is raising $110 billion at a reported $840 billion valuation. Traders await U.S. factory data and Friday’s jobs report.
1 March 2026
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Block stock price surges after Jack Dorsey’s AI-driven layoffs — what to watch next

Block stock price surges after Jack Dorsey’s AI-driven layoffs — what to watch next

Block shares surged 16.8% to $63.70 Friday after the company announced over 4,000 job cuts and forecast higher profits. CEO Jack Dorsey said the workforce will drop from over 10,000 to under 6,000 as AI tools reshape operations. Block expects 2026 gross profit of $12.2 billion and a 26% margin. The company will report first-quarter results on May 7.
28 February 2026
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Dell stock price jumps 22% on AI server forecast — what to watch when markets reopen

Dell stock price jumps 22% on AI server forecast — what to watch when markets reopen

Dell shares jumped 21.9% Friday after the company raised its fiscal 2027 outlook, citing a $43 billion AI server backlog and higher capital returns. Fourth-quarter revenue rose 39% to $33.38 billion, with AI-optimized server revenue up 342% to $9 billion. Dell forecast fiscal 2027 revenue of $138–$142 billion. The stock closed at $148.08, with 33.3 million shares traded.
28 February 2026
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Amazon stock price at $210: OpenAI $50 billion deal puts AWS Trainium in focus

Amazon stock price at $210: OpenAI $50 billion deal puts AWS Trainium in focus

Amazon shares rose 1% to $210 Friday after OpenAI said Amazon will invest $50 billion in its new funding round, with AWS set as exclusive cloud provider for OpenAI Frontier. An Amazon filing detailed a $35 billion equity commitment and a separate $15 billion investment due by March 2026. OpenAI’s round values it at $840 billion. Investors await next week’s U.S. jobs report.
28 February 2026
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Why Is AI Not Perfect? Regulators Are Forcing Chatbots to Admit the Flaw

Why Is AI Not Perfect? Regulators Are Forcing Chatbots to Admit the Flaw

Italy’s competition authority has required DeepSeek, Mistral, and NOVA AI to warn users about AI “hallucination” risks, treating it as a consumer-protection issue. The move follows rapid adoption, with generative AI reaching 53% of the population and 88% of organizations in Italy, according to Stanford HAI. EU obligations for general-purpose AI models are already in force, with enforcement powers coming August 2, 2026.
28 February 2026
Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

The Nasdaq Composite fell 0.9% Friday to 22,668.21, ending its worst month since March 2025. Tech and financial shares led declines as inflation data and AI disruption fears weighed on sentiment. Nvidia dropped 4.2%, while Zscaler slid 12.2% after earnings. Focus turns to the March 6 U.S. jobs report and Broadcom results.
28 February 2026
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Stock Market Today

  • Market rebounds as healthcare and financials shine, Costco posts strong sales
    June 4, 2026, 3:53 PM EDT. Markets recovered as tech stocks Broadcom and CrowdStrike faced profit-taking after solid earnings, shifting investor focus to healthcare, financials, and communication services, lifting the Dow Jones Industrial Average. Despite early losses, the broader AI sector and Nasdaq rebounded. Costco reported an 8.7% rise in U.S. comparable sales for May, driven by 3.7% traffic growth, benefiting from higher gasoline prices that attract shoppers. The membership retailer's stock rose 2% over the week, recovering from a post-earnings dip. Upcoming catalysts include earnings from Lululemon and DocuSign and the U.S. employment report, expected to show 105,000 jobs added with steady 4.3% unemployment, signaling ongoing economic resilience.

Latest articles

ChronoScale Shares Jump After Tesla Alum Joins AI Compute Effort

ChronoScale Shares Jump After Tesla Alum Joins AI Compute Effort

4 June 2026
ChronoScale shares soared nearly 18% to $22.43 after appointing ex-Tesla VP Raj Jegannathan as CTO and Lawrence Lam as CPO, just a month after its Nasdaq debut following a merger with Applied Digital’s cloud business and Ekso Bionics; Applied Digital and affiliates hold about 97% of shares, giving the company a $3.21 billion equity value, while investors weigh execution risks and integration challenges.
Blue Owl Shares Rise With Private-Credit Concerns Fading

Blue Owl Shares Rise With Private-Credit Concerns Fading

4 June 2026
Blue Owl shares surged 5.5% to $10.225 as private-credit asset managers rebounded after Blackstone capped withdrawals at a major fund, easing investor fears about sector-wide redemption risks; Blue Owl’s own funds previously faced large withdrawal requests, and further negative updates could quickly reverse gains.
Oscar Health gains after Wells Fargo upgrade

Oscar Health gains after Wells Fargo upgrade

4 June 2026
Oscar Health soared 15.5% to $23.68 after Wells Fargo upgraded the stock, citing improved 2026 health-exchange trends despite warning that visibility beyond this year remains low; the move outpaced rivals as traders bet on near-term stability, even as risks from expiring tax credits and policy changes linger.
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