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Artificial Intelligence 6 March 2026 - 10 March 2026

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 way to go long or short on corporate loans, according to a person familiar with the matter who spoke to Reuters. The new angle: a total return swap—this derivative lets investors bet on a loan’s price swings without actually holding the debt. No trades have gone through yet. AI-related jitters are filtering into credit, with software-sector loans on the radar. Goldman said it partners with clients on trading ideas across asset classes, regardless of market backdrop.
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 on Tuesday announced a partnership with Micron Technology aimed at building out next-gen memory for AI systems at its EPIC research hub in Silicon Valley. The move marks another step by the chip-equipment giant into segments boosted by artificial intelligence demand. Shares of Applied climbed roughly 1.9% in early U.S. trading; Micron was up 4.3%.
10 March 2026
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Intel launches edge AI chips as Lip-Bu Tan races to prove turnaround

Intel launches edge AI chips as Lip-Bu Tan races to prove turnaround

Intel introduced a new slate of processors targeting industrial and medical sectors at Embedded World in Nuremberg on Tuesday, stepping up its edge AI push with CEO Lip-Bu Tan at the helm as he attempts to steer the U.S. chipmaker back on course. The company said systems with the new chips are already shipping. A healthcare software suite tied to the launch is set for wider distribution in the second quarter.
10 March 2026
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Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud division on Tuesday said it’s working with customers to shift defense work—specifically projects linked to Pentagon contracts—away from Anthropic’s Claude. Those jobs are getting migrated to other AI models available on AWS. According to an Amazon spokesperson, Claude remains an option for everything else that’s not Pentagon-related.
10 March 2026
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Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology shares gained roughly 2.3% Monday, with Citi and Susquehanna lifting their price targets ahead of the chipmaker’s results set for March 18. Korean media over the weekend reported Nvidia's Vera Rubin AI system will use HBM4 chips from Samsung Electronics and SK Hynix, skipping Micron. The stock was changing hands at $378.78 during the afternoon session.
9 March 2026
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Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power is looking to tap into surging AI data center demand, aiming to supply as much as 250 megawatts of hydrogen-fueled electricity in a possible PJM Interconnection auction—no small move on the country’s largest power grid. To pull it off, the company needs deals of at least seven years. Talks are already underway between Plug and hyperscalers, data center operators, and utilities, according to Bloomberg. Shares edged up roughly 0.2% around midday Monday.
9 March 2026
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NVIDIA Corporation pushes deeper into factory AI with ABB robot deal ahead of GTC

NVIDIA Corporation pushes deeper into factory AI with ABB robot deal ahead of GTC

ABB’s robotics arm on Monday announced plans to weave NVIDIA Corporation’s Omniverse libraries into RobotStudio, aiming to help robots trained in simulation perform more predictably when deployed to real-world assembly lines. For Nvidia, the partnership offers a timely industrial spotlight just a week ahead of CEO Jensen Huang’s keynote at the company’s GTC conference in San Jose.
9 March 2026
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Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum Holdings surged roughly 10.6% Monday, bucking the slide across U.S. equities as buyers piled in before the photonics group's upcoming S&P 500 inclusion later this month. Shares recently changed hands near $617.81 in New York.
9 March 2026
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Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Platforms closed out last week at $644.86, slipping 2.4% from the previous close. The dip followed news that Meta will open WhatsApp to competing AI chatbots in Europe for a year, a move meant to stave off interim antitrust measures. The EU’s ongoing review remains unresolved, so investors face another regulatory milepost as markets prepare to reopen Monday, March 9.
7 March 2026
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Netskope Inc rolls out AI Guardrails ahead of March 11 earnings as enterprise AI security race heats up

Netskope Inc rolls out AI Guardrails ahead of March 11 earnings as enterprise AI security race heats up

Netskope this week announced that AI Guardrails, its tool designed to give employers greater oversight on how staff interact with generative AI, is now out of preview and fully available. The general release lands just ahead of the cybersecurity group’s March 11 AI launch event, which coincides with its fourth-quarter earnings.
6 March 2026
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Marvell Technology, Inc Eyes Nearly $15 Billion Revenue as AI Demand Lifts Shares

Marvell Technology, Inc Eyes Nearly $15 Billion Revenue as AI Demand Lifts Shares

Marvell Technology on Thursday said revenue could approach $15 billion by fiscal 2028, above Wall Street estimates, and lifted its fiscal 2027 outlook, saying demand from artificial-intelligence data centers remained strong. Shares rose about 15% in extended trading after the chipmaker also forecast first-quarter revenue above market estimates.
6 March 2026
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