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NASDAQ:NVDA 28 February 2026 - 10 March 2026

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Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
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

Stocks on Wall Street slipped Monday, pressured by spiking oil that put renewed heat on inflation worries and weighed on travel and bank names, while chipmakers rebounded just enough to keep the Nasdaq mostly stable. By 11:58 a.m. EDT, the Dow Jones Industrial Average had shed 398.03 points, or 0.84%, landing at 47,103.52. The S&P 500 slipped 0.44%; the Nasdaq Composite edged down just 0.06%. “With oil prices going up 50% in a matter of weeks — that’s a displacement this market hasn’t seen in years,” said Dennis Dick, founder and market structure analyst at Triple D Trading. https://www.reuters.com/business/wall-st-futures-slump-iran-war-drags-oil-near-120-stokes-inflation-worries-2026-03-09/
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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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 settled at $408.96 on Friday, ticking down 0.4% after edging lower in the last session. The stock remains close to $409 as the company moves into next week, with investors parsing renewed signals of AI demand while the broader macro picture turned gloomier toward week’s end.
7 March 2026
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Nvidia pulls back on China H200 chips, shifts TSMC capacity to Vera Rubin: report

Nvidia pulls back on China H200 chips, shifts TSMC capacity to Vera Rubin: report

NVIDIA Corporation has stopped making H200 AI chips meant for China and shifted that production at Taiwan Semiconductor Manufacturing Co to focus on its upcoming Vera Rubin line, the Financial Times said Thursday. Just last week, Nvidia disclosed it had obtained U.S. licenses to supply “small amounts” of H200 chips to Chinese customers. Reuters was unable to independently confirm the FT’s account; TSMC wouldn’t comment, and Nvidia did not reply to Reuters’ inquiry.
5 March 2026
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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 Technology on Tuesday announced it’s shipping customer samples of its 256-gigabyte SOCAMM2 low-power server memory module, specifically targeting AI data center workloads. “Micron’s 256GB SOCAMM2 offering enables the most power-efficient CPU-attached memory solution for both AI and HPC,” said Raj Narasimhan, senior vice president at Micron. For Nvidia, data center CPU product chief Ian Finder called the module “enabling the next generation of AI CPUs.”
5 March 2026
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US economic calendar today: ISM price gauge jumps, Wall Street stalls as jobs report looms

US economic calendar today: ISM price gauge jumps, Wall Street stalls as jobs report looms

The S&P 500 barely moved on Monday, held in check as Nvidia and Microsoft’s strength balanced out steep drops for airlines and cruise stocks—those names tumbled after surging crude jumped over 8% on Middle East escalation. By 11:42 a.m. ET, the Dow Jones Industrial Average was off 96.59 points, or 0.20%. The S&P 500 edged lower, losing 0.05%, while the Nasdaq Composite added 0.22%. Wall Street’s VIX volatility index hit 21.31. “At times when there is nervousness, people will go to the leaders in the market,” said Joe Saluzzi, co-head of equity trading at Themis Trading.
2 March 2026
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