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NASDAQ:NVDA 1 March 2026 - 10 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
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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
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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
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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
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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 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
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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 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
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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
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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 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
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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 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
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Lumentum stock wobbles as Nvidia’s $2 billion optics deal sinks in, with traders eyeing what’s next

Lumentum stock wobbles as Nvidia’s $2 billion optics deal sinks in, with traders eyeing what’s next

Lumentum shares fell 0.8% to $688.94 after sharp swings following Nvidia’s $2 billion investment and purchase commitment for AI data-center optics. The deal includes 2.87 million Series A preferred shares sold to Nvidia at $695.31 each, pending antitrust review. Investors await capacity details at Lumentum’s OFC 2026 briefing on March 17. Needham raised its price target to $850, citing new laser supply commitments.
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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Nvidia stock price drops 1.3% as oil-driven selloff hits tech; GTC looms

Nvidia stock price drops 1.3% as oil-driven selloff hits tech; GTC looms

Nvidia shares fell 1.3% to $180.09 on Tuesday, tracking a broader U.S. stock decline amid Middle East conflict concerns and delayed Fed rate-cut expectations. Morgan Stanley reinstated Nvidia as its top chip pick, citing upcoming events and new deals, including a $2 billion optics agreement with Coherent. The company is set to host its GPU Technology Conference in San Jose starting March 16.
3 March 2026
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AAOI stock drops after early slide: what Applied Optoelectronics investors are watching next

AAOI stock drops after early slide: what Applied Optoelectronics investors are watching next

Applied Optoelectronics shares dropped 6.4% to $95.91 by early afternoon Tuesday after CFO Stefan Murry warned of capacity limits and potential indium phosphide bottlenecks as 800G optics shipments ramp in Q2. The company expects three hyperscale customers and $378 million monthly data-center transceiver revenue by mid-2027. Next update is scheduled for March 17.
3 March 2026
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Nvidia stock drops in New York as $4 billion photonics bet meets a risk-off market

Nvidia stock drops in New York as $4 billion photonics bet meets a risk-off market

Nvidia shares dropped 2.2% to $178.52 Tuesday morning, trailing a broad tech selloff that hit the Nasdaq and optics suppliers. The company announced $2 billion investments each in Lumentum and Coherent for advanced optics, but both suppliers’ stocks also fell sharply. Traders are watching for updates at Nvidia’s GTC event later this month.
3 March 2026
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Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia shares rose 3% in after-hours trading Monday after announcing $2 billion investments each in Lumentum and Coherent for advanced optics used in AI data centers. Coherent disclosed it sold nearly 7.8 million shares to Nvidia at $256.80 each. Both deals secure future supply of photonics components. Investors await product updates at Nvidia’s GTC event later this month.
2 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

Nvidia and Microsoft gains kept the S&P 500 near flat Monday, while airline and cruise stocks fell as Brent crude surged over 7% after Middle East tensions. ISM’s February factory PMI stayed in expansion at 52.4, but input prices jumped to the highest since October 2022. The Dow slipped 0.20%, Nasdaq rose 0.22%. Investors await key jobs and services data later this week.
2 March 2026
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Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia shares rose 1.5% to $179.80 in early trading Monday, bucking declines in chip stocks and the broader market. The company announced $2 billion investments each in Lumentum and Coherent, tied to multiyear supply agreements for advanced optics used in data centers. The moves come ahead of Nvidia’s GTC conference later this month. The Nasdaq was down 0.6% and the S&P 500 slipped 0.5%.
2 March 2026
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Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia shares fell 4.2% to $177.19 Friday after a sharp post-earnings drop. Investors weighed reports of a new AI processor platform possibly debuting at GTC next month and OpenAI’s $110 billion fundraising, including $30 billion from Nvidia. Broader markets also slid after hotter-than-expected U.S. producer price data renewed rate cut uncertainty.
1 March 2026
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Stock Market Today

  • Sirius XM and Consumer Discretionary Wireless Stocks Show Mixed Q4 Performance
    April 13, 2026, 2:56 PM EDT. Sirius XM (NASDAQ:SIRI) and its wireless, cable, and satellite peers posted mixed results in Q4, reflecting ongoing sector headwinds such as cord-cutting and costly network upgrades. Sirius XM beat revenue estimates with $2.19 billion but missed adjusted operating income targets, while the stock rose 14.4% after earnings. AT&T (NYSE:T) led revenue growth with a 3.6% increase to $33.47 billion, also outperforming forecasts. Despite challenges like intense pricing competition and regulatory scrutiny, the group's share prices gained 5.9% on average post-results. These companies face structural challenges in the consumer discretionary sector, where demand is sensitive to economic shifts, yet opportunities remain through growing broadband usage and bundling services.

Latest article

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

13 April 2026
Marvell Technology shares rose 2.1% to $131.22 Monday, hitting a record after Nvidia’s $2 billion investment and renewed optimism over Amazon’s AI chip business. The stock earlier touched $135.18. Barclays upgraded Marvell and raised its price target to $150, citing surging demand for optical products in AI data centers. Nvidia and Marvell plan to link custom chips for Nvidia’s NVLink Fusion platform.
Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

13 April 2026
Intel shares climbed $2.09 to $64.47 by late morning Monday, extending a rally that has added over $100 billion in value across eight sessions. The surge follows a raised price target, new deals with Google and Elon Musk’s Terafab, and Intel’s $14.2 billion buyback of Apollo’s Fab 34 stake. The stock is up 69% in 2026 after an 84% gain last year. Intel reports first-quarter results April 23.
Nebius Stock (NBIS) Jumps as BofA Backs AI Trade, but Downgrade Flags Valuation Risk

Nebius Stock (NBIS) Jumps as BofA Backs AI Trade, but Downgrade Flags Valuation Risk

13 April 2026
Nebius Group shares climbed 7.4% to $155.74 by midday Monday after Bank of America raised its price target to $175, despite Freedom Capital Markets downgrading the stock to Hold. The Amsterdam-based AI infrastructure firm recently secured a five-year deal with Meta worth up to $27 billion and holds over $40 billion in supply contracts with Microsoft and Meta. Nebius also closed $4.34 billion in convertible debt and sold $2 billion in warrants to Nvidia.
Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

13 April 2026
Salesforce faced renewed attention after reports of stake reductions by Choreo LLC and Sumitomo Mitsui Trust Group, based on SEC filings from January that reflected year-end positions. Choreo held 27,733 shares and Sumitomo Mitsui 2,478,864 shares as of December 31. The reported cuts amounted to about 35% and 8.6%, respectively. Salesforce shares rose 3.4% Monday, while broader software stocks remain down for the year.
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