Today: 26 March 2026
Subscribe
Browse Category

NASDAQ:NVDA 5 March 2026 - 17 March 2026

Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia projected at least $1 trillion in AI chip revenue through 2027 and unveiled new Vera CPUs and Groq-based systems at its GTC conference in San Jose. CEO Jensen Huang said the Vera Rubin platform is now in full production, with Samsung set to manufacture Groq LP30 chips for shipment in late 2026. Nvidia shares traded at $183.22 Tuesday, valuing the company at $4.53 trillion.
17 March 2026
··
Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel’s Xeon 6 CPUs will power Nvidia’s DGX Rubin NVL8 AI servers, set for release in the second half of 2026, according to announcements at Nvidia’s GTC conference. Each system pairs two Xeon 6776P chips with eight Rubin GPUs. Nvidia’s larger NVL72 racks will use its own Vera CPUs. Intel continues to face challenges with its 18A manufacturing process and meeting AI-driven CPU demand.
17 March 2026
····
US Stock Market Today: Nasdaq Jumps as Meta, Nvidia Rally; Oil and Fed Keep Wall Street on Edge

US Stock Market Today: Nasdaq Jumps as Meta, Nvidia Rally; Oil and Fed Keep Wall Street on Edge

The Nasdaq rose 1.43% by midday Monday as Meta and Nvidia shares climbed, leading all 11 S&P 500 sectors higher. Meta gained 2.6% after reports it may cut 20% of staff to offset AI spending. U.S. crude dropped over 5% but Brent stayed above $100 a barrel. Traders scaled back Fed rate-cut bets, now expecting just 25 basis points in 2026.
16 March 2026
·····
Dow Jones Today: Index Rises 300 Points as Oil Retreats Before Fed

Dow Jones Today: Index Rises 300 Points as Oil Retreats Before Fed

The Dow Jones Industrial Average rose 332.93 points, or 0.72%, to 46,891.40 on Monday, recovering part of last week’s losses. Brent crude fell $1.46 to $101.68 a barrel after the U.S. allowed limited ship movement through the Strait of Hormuz. Nvidia and Meta each gained 2.6%, leading tech shares higher. Gulf oil exports dropped 61% from February as the strait remained mostly closed.
16 March 2026
·······
Nvidia Stock Price Today: Why Shares Are Rising Ahead of Jensen Huang’s GTC 2026 Keynote

Nvidia Stock Price Today: Why Shares Are Rising Ahead of Jensen Huang’s GTC 2026 Keynote

Nvidia shares rose 1.1% in premarket trading Monday, ahead of CEO Jensen Huang’s keynote at the GTC conference. Investors are awaiting details on Nvidia’s next chip roadmap and AI inference plans after the stock fell despite record quarterly revenue. Huang is expected to unveil the Feynman chip and updates on data centers and AI software. Competition from custom chips and rivals like AMD and OpenAI remains a concern.
16 March 2026
··
AMD stock price falls 2% as oil tops $100, Meta chip plans and Nvidia GTC loom

AMD stock price falls 2% as oil tops $100, Meta chip plans and Nvidia GTC loom

AMD shares fell 2.2% to $193.39 Friday as semiconductor stocks slid and the Nasdaq dropped 0.9%, with Brent crude closing above $100 a barrel. Nvidia lost 1.6%, while Intel rose 1.2%. AMD CEO Lisa Su is set to meet Samsung’s Jay Y. Lee next week to discuss high-bandwidth memory amid ongoing supply shortages. Meta unveiled four in-house AI chips but will continue buying from AMD and Nvidia.
13 March 2026
····
Palantir Stock Price Falls as Nvidia Pact, New AI Deals Face Wall Street Test

Palantir Stock Price Falls as Nvidia Pact, New AI Deals Face Wall Street Test

Palantir shares fell 2.7% to $149.41 Friday, underperforming U.S. stocks, after announcing new AI and defense partnerships at its AIPCon event, including a software deal with Nvidia. The stock is down nearly 14% for 2026 despite a 92% gain over the past year. Palantir faces fallout from the Pentagon’s break with Anthropic, which supplied code for its Maven Smart System military platform.
13 March 2026
······
Nvidia Stock Price: NVDA Near $183 Ahead of GTC as Wall Street Seeks Fresh AI Catalyst

Nvidia Stock Price: NVDA Near $183 Ahead of GTC as Wall Street Seeks Fresh AI Catalyst

Nvidia shares closed Thursday at about $183 after a 1.55% drop, with investors awaiting next week’s GTC developer conference for updates. The company reported a 73% jump in quarterly revenue to $68.1 billion but faced questions on competition, reinvestment, and shareholder returns. Nvidia announced a $2 billion investment in AI cloud firm Nebius this week. The Nasdaq fell 1.78% Thursday amid rising oil prices.
13 March 2026
··
Nvidia Stock Near $186 Faces Fresh Test After $2 Billion Nebius Bet and Meta Chip Push

Nvidia Stock Near $186 Faces Fresh Test After $2 Billion Nebius Bet and Meta Chip Push

Nvidia disclosed a $2 billion investment for an 8.3% stake in cloud provider Nebius, buying shares at $94.94 each. Shares hovered near $186.03 but premarket trading suggested a slight dip. The deal follows similar $2 billion investments in Lumentum and Coherent. Nvidia reported record quarterly revenue of $68.1 billion, with $62.3 billion from data-center products.
12 March 2026
····
Nvidia Stock Price Today: NVDA Holds Near $185 After $2 Billion Nebius Bet Ahead of GTC

Nvidia Stock Price Today: NVDA Holds Near $185 After $2 Billion Nebius Bet Ahead of GTC

Nvidia said it will invest $2 billion in AI cloud company Nebius, pushing shares near $185 ahead of its GTC conference next week. The deal follows a multi-year partnership with Thinking Machines Lab, which will receive at least one gigawatt of Nvidia's Vera Rubin systems. Nebius aims for over 5 gigawatts of data-center capacity by 2030, co-designing centers with Nvidia hardware. Broadcom and AMD deals highlight rising competition in AI chips.
11 March 2026
··
US Stock Market Today: Dow, S&P 500, Nasdaq Rise as Oil Drops From $120 Peak on Iran Relief Hopes

US Stock Market Today: Dow, S&P 500, Nasdaq Rise as Oil Drops From $120 Peak on Iran Relief Hopes

The Dow rose 236.94 points by late morning Tuesday as oil prices dropped sharply and investors reacted to signs of easing U.S.-Iran tensions. Brent crude fell 11% to $88 a barrel. Technology stocks led gains, with Nvidia up 2% and SanDisk and Western Digital rising over 5%. Energy shares and airline stocks declined as fuel costs remained a concern.
10 March 2026
·····
Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp Stock Jumps Again as S&P 500 Entry Extends Nvidia-Backed AI Optics Rally

Coherent Corp shares climbed nearly 6% Tuesday after the company said it will join the S&P 500 on March 23, following Nvidia’s $2 billion investment. The stock traded at $267.79 by late morning in New York. Coherent also launched new 980-nanometer micro-pump lasers ahead of the OFC telecom conference. Fiscal Q2 revenue rose 17% to $1.69 billion, with third-quarter guidance set at $1.70–$1.84 billion.
10 March 2026
······
Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology shares rose 0.5% to $93.11 Tuesday after the company projected fiscal 2028 revenue near $15 billion and said AI infrastructure demand from Alphabet, Meta, Microsoft, and Amazon could top $630 billion this year. The stock’s gain followed an 18.4% surge Friday after Marvell raised its long-term outlook. Marvell plans to debut new 1.6-terabit optical products at OFC 2026 in Los Angeles next week.
10 March 2026
·········
Wall Street Shaken by $100 Oil: Dow Drops, Airlines Slide, Rate-Cut Bets Pushed Out

Wall Street Shaken by $100 Oil: Dow Drops, Airlines Slide, Rate-Cut Bets Pushed Out

The Dow fell 0.84% as oil prices swung near $100 after briefly topping $119 on U.S.-Israeli hostilities with Iran. Airlines, cruise operators, and major banks dropped, while chip stocks rebounded, leaving the Nasdaq nearly flat. G7 officials declined to release emergency oil reserves, citing no immediate supply shortfall. The Russell 2000 slid 1.2%, nearing correction territory.
9 March 2026
······
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 unit will integrate NVIDIA’s Omniverse libraries into its RobotStudio software, aiming for up to 99% accuracy between virtual training and real-world robot deployment. Foxconn is piloting the system in electronics assembly. The product, RobotStudio HyperReality, is set for release in the second half of 2026. The deal comes as Nvidia faces investor pressure for new growth beyond data-center chips.
9 March 2026
····
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 shares rose 10.6% to $617.81 in New York trading after S&P Dow Jones Indices said it will add the company to the S&P 500 on March 23. The move follows Nvidia’s $2 billion investment and a multiyear purchase agreement announced last week. Peers Coherent and Vertiv also gained. Lumentum reported second-quarter revenue up 65.5% to $665.5 million and forecast third-quarter revenue of up to $830 million.
9 March 2026
···········
Nvidia Stock Price Week Ahead: Friday’s 3% Slide Sets Up CPI, TSMC Sales and GTC Test

Nvidia Stock Price Week Ahead: Friday’s 3% Slide Sets Up CPI, TSMC Sales and GTC Test

Nvidia shares closed at $177.82, down 3.0% Friday, as oil prices surged and a weak U.S. jobs report hit growth stocks. Broadcom and Marvell signaled strong AI chip demand, but Nvidia’s outlook and competition from AMD and in-house chips kept investors cautious. Nvidia adopted a new executive bonus plan tied to revenue. TSMC monthly sales and U.S. inflation data are due next week.
7 March 2026
···
Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft shares closed at $408.96 Friday, down 0.4%, as the Nasdaq dropped 1.59% after a weak February jobs report. The company signed an 18-month AI partnership with Codelco on March 5. Investors are watching for Wednesday’s U.S. inflation data after recent signals of strong AI demand from Broadcom and Marvell.
7 March 2026
········
Micron’s new 256GB SOCAMM2 memory targets AI server power limits — Nvidia weighs in

Micron’s new 256GB SOCAMM2 memory targets AI server power limits — Nvidia weighs in

Micron has begun shipping samples of a 256GB SOCAMM2 low-power server memory module for AI data centers, which can scale to 2TB per CPU and uses less power than standard DDR5 modules. The company said the module is built on LPDDR5X and occupies less space, with internal tests showing faster response times for large language models. Micron shares were little changed in early U.S. trading.
5 March 2026
··
1 2 3 4 … 73

Stock Market Today

  • Corning (GLW) Rises 8.4% on Strong Demand in AI and Consumer Electronics Markets
    March 26, 2026, 4:22 AM EDT. Shares of Corning (GLW) surged 8.4% to $142.01 amid heavy trading volume, reversing a 9.8% decline over four weeks. The specialty glass maker benefits from robust demand in consumer electronics and AI data centers, fueled by collaborations with Apple and Samsung. Optical connectivity products for generative AI and U.S.-made solar goods also boost optimism. Analysts expect Q2 earnings of $0.68 per share, up 25.9% year-over-year, with revenues rising 13.8% to $4.19 billion. Earnings estimate revisions are marginally positive, a trend often linked to rising share prices. Corning holds a Zacks Rank #3 (Hold), while sector peer NETGEAR (NTGR) climbed 10.9% but faces a downward earnings revision. Investors should monitor GLW closely for sustained momentum.
Go toTop