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Artificial Intelligence 4 March 2026 - 5 March 2026

Airbnb (NASDAQ:ABNB) Shares Rise Following Upgraded Outlook; AI Efficiencies Drive Expansion Funding
Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir Technologies Inc is being forced to overhaul its Maven Smart Systems, which serves the Pentagon, after U.S. defense officials ordered contractors to sever commercial deals with AI lab Anthropic, according to two sources. Maven’s workflows currently run on Claude, Anthropic’s AI model, and Palantir is now required to replace it, one person said. Defense Secretary Pete Hegseth has made it clear: “effective immediately” contractors are prohibited from “conduct[ing] any commercial activity” with Anthropic. CEO Alex Karp didn’t mince words, warning that companies who “screw the military” could face “the nationalization of our technology.” https://www.reuters.com/technology/palantir-faces-challenge-remove-anthropic-pentagons-ai-software-2026-03-04/
5 March 2026
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Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

U.S. regulators are considering a fresh set of export rules for artificial-intelligence chips, a move that might extend licensing requirements to Advanced Micro Devices. Under the proposal, foreign governments seeking to buy substantial quantities of AI chips could be required to invest in U.S. data centers or provide security assurances. Such changes would put the spotlight back on a business AMD has been eager to grow.
5 March 2026
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Salesforce launches Agentforce Health AI agents to cut healthcare paperwork, adding HealthEx, Verily and Viz.ai

Salesforce launches Agentforce Health AI agents to cut healthcare paperwork, adding HealthEx, Verily and Viz.ai

Salesforce on Thursday introduced six fresh Agentforce Health agents — AI tools built to operate within healthcare workflows — ramping up the company’s push into the sector. The new agents handle tasks from referrals and assessments to EHR read-and-write, claims and coverage processes, rural health, epidemiology, and hospital operations. Salesforce is also tying in integrations with HealthEx, Verily, and Viz.ai. Some templates are up for grabs now; others are scheduled to land in June and later this year. Dr. Paramjit “Romi” Chopra, founder and CEO of MIMIT Health, pegged the return at “459% ROI” with $1.5 million in savings.
5 March 2026
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Nokia Oyj taps Telia for AI-RAN tests at MWC as 5G vendors chase the AI edge

Nokia Oyj taps Telia for AI-RAN tests at MWC as 5G vendors chase the AI edge

Nokia Oyj on Wednesday announced a partnership with Telia Finland aimed at building and trialing “AI-RAN” use cases, as both operators and vendors search for concrete ways to integrate artificial intelligence into 5G networks. According to the companies, the project is set to target commercial applications spanning multiple segments, including mission-critical services.
5 March 2026
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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 Enterprises, Inc said it’s moving ahead with a $2.4 billion contract to supply equipment for AI-focused data center campuses backed by Applied Digital. The stock shot up almost 31% early Wednesday, following news that fourth-quarter revenue hit $161.0 million—outpacing the $155.6 million average estimate from analysts, according to LSEG data.
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 Inc guided for fiscal 2027 revenue between $3.585 billion and $3.600 billion, targeting first-quarter sales of $855 million to $858 million. In the fourth quarter, revenue climbed 16% to $836 million, with subscription revenue hitting $707.7 million. Adjusted earnings, which strip out stock-based compensation and other items, landed at $2.06 a share. “Results exceeded our guidance across the board,” CFO Brian Van Wagener said. CEO Peter Gassner flagged the company’s pivot to “agentic” software — AI agents that take action within applications — as a “substantial opportunity” as Veeva launches its updated Vault CRM and introduces AI agents, the first of which debuted in December.
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 have renewed their partnership, rolling out an AI-driven fan companion on F1.com designed to walk fans through the upcoming 2026 technical regulations. Formula 1’s chief commercial officer Emily Prazer described the tool as “a vital tool.” Over at Salesforce, marketing chief Patrick Stokes said the aim is to “turn AI into real impact.”
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 Technologies Inc climbed about 4% on Wednesday, with shares last trading at $153.19 after hours, up 4.0%. The price moved between $145.91 and $154.50, putting Palantir’s market cap near $433 billion. The price-to-earnings ratio hovered close to 395 — that’s what investors are paying for every $1 of profit.
4 March 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY

Walt Disney

NYSE: DIS 91 / 100
#4 ACCUMULATE

AIG

NYSE: AIG 89 / 100
#5 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 87 / 100
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