Today: 22 March 2026
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Artificial Intelligence 2 March 2026 - 5 March 2026

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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Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir shares rose 4% to $153.19 in after-hours trading after a Pentagon order to remove Anthropic’s Claude from military AI systems. The move affects Palantir’s Maven contracts worth over $1 billion and prompted federal agencies to shift to OpenAI and Google products. Defense Secretary Pete Hegseth ordered immediate compliance. The Pentagon, Anthropic, and Palantir declined to comment.
4 March 2026
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VCI Global Limited (VCIG) Whipsaws After Malaysia NVIDIA-Powered AI GPU Center Goes Live

VCI Global Limited (VCIG) Whipsaws After Malaysia NVIDIA-Powered AI GPU Center Goes Live

VCI Global’s V Gallant unit launched what it called Malaysia’s first NVIDIA-powered AI GPU Computing Center on March 3 and introduced its Intelli‑X enterprise language model platform. The Nasdaq-listed company’s shares surged in U.S. premarket trading before retreating. The new facility targets government, enterprise, and SME customers seeking local AI compute and data control. VCI Global plans to monetize through compute leasing and subscriptions.
4 March 2026
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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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Stock Market Today

  • New US Crypto Regulations Likely to Benefit Trump Family Ventures, Say Insiders
    March 22, 2026, 11:38 AM EDT. On Tuesday, U.S. regulators SEC and CFTC issued new rules easing crypto industry oversight, reclassifying most digital assets as commodities or collectibles, reducing securities regulation. SEC Chair Paul Atkins unveiled the "token taxonomy" framework that excludes many crypto tokens from stringent rules, potentially sparking greater institutional crypto involvement. Experts and insiders suggest these changes could advantage Trump family crypto projects, aligning with former administration approaches favoring less regulation. The guidelines, hailed by industry leaders at a Washington summit, act as a stopgap until Congress addresses broader legislation. The pending Clarity Act faces delays amid conflicts between crypto firms and banks over stablecoin interest payments.
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