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Stock Market 5 March 2026

Marvell Technology targets AI data-center bottlenecks with new 1.6T “pluggable” optics

Marvell Technology targets AI data-center bottlenecks with new 1.6T “pluggable” optics

Marvell Technology unveiled a 1.6-terabit pluggable optical module and 2-nanometer coherent chips with built-in security, targeting AI-focused cloud data centers. The company will debut the products at OFC 2026 in March and expects sampling to start in the second half of the year. Marvell shares fell 2.5% to $76.12 Thursday morning. Investors await the company’s earnings call later today.
Adobe stock jumps as Wall Street fixates on AI recurring revenue ahead of earnings

Adobe stock jumps as Wall Street fixates on AI recurring revenue ahead of earnings

Adobe shares jumped 3.9% to $283.86 on Thursday as investors focused on AI-driven recurring revenue ahead of next week’s earnings. Piper Sandler maintained a Neutral rating, while Barclays trimmed its price target to $335 but stayed positive. Analysts highlighted annual recurring revenue and AI adoption as key metrics. The stock remains about 40% below its 52-week high.
Expedia stock jumps as OpenAI pulls back ChatGPT checkout plans — here’s what’s driving it

Expedia stock jumps as OpenAI pulls back ChatGPT checkout plans — here’s what’s driving it

Expedia shares surged 11% Thursday after a report said OpenAI is scaling back direct checkout plans in ChatGPT, easing fears that AI could bypass online travel agencies. Booking Holdings rose 8% and Tripadvisor gained nearly 3%. OpenAI reportedly found users were researching but not completing purchases inside ChatGPT. Expedia last reported Q4 gross bookings up 11% to $27 billion, with revenue at $3.55 billion.
Brent crude price leaps above $84 as Hormuz attacks rattle oil markets

Brent crude price leaps above $84 as Hormuz attacks rattle oil markets

Brent crude jumped over 3% to $84.32 a barrel after tanker explosions and shipping disruptions near Kuwait and Iraq, with about 200 vessels stranded off major oil producers. U.S. crude inventories rose by 3.5 million barrels last week. JPMorgan warned Iraqi and Kuwaiti supplies could halt if the Strait of Hormuz remains closed, threatening 3.3 million barrels per day. Diesel prices and physical crude premiums surged amid tightening supply.
UK stock market today: FTSE 100 falls 1.5% as oil jumps; Rentokil and Admiral gain, Wizz Air drops

UK stock market today: FTSE 100 falls 1.5% as oil jumps; Rentokil and Admiral gain, Wizz Air drops

London’s FTSE 100 fell 1.5% to 10,413.94 on Thursday as oil prices surged and investors scaled back bets on Bank of England rate cuts. Rentokil Initial and Admiral rose after posting higher profits, while Wizz Air and Reckitt dropped on outlook warnings. The FTSE 250 lost 0.9%. Brent crude traded near $84.41 a barrel.
India stock market today: Nifty, Sensex rebound 1% as Reliance, metals spark a late-week bounce

India stock market today: Nifty, Sensex rebound 1% as Reliance, metals spark a late-week bounce

Nifty 50 rose 1.17% to 24,765.90 and Sensex gained 1.14% to 80,015.90, snapping a three-day losing streak. Reliance climbed 3.3% after brokerages called its recent selloff overdone; metal stocks advanced on supply concerns. The rupee closed at 91.60 per dollar, up 0.6% after RBI intervention. Brent crude rose 3.66% to $84.38 a barrel amid shipping disruptions near the Strait of Hormuz.
Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning stock slides after Broadcom warns AI racks will stick with copper longer

Corning shares dropped 4.4% Thursday after Broadcom CEO Hock Tan said customers will stick with copper, not optical links, inside AI racks for now. Corning CFO Ed Schlesinger warned of a slower “scale-up” for AI networking, pointing to a possible inflection closer to 2028. Broadcom stock rose 5.3%, while Ciena fell 15.2%. Analysts see co-packaged optics adoption delayed by at least two years.
Robinhood rolls out $695 Platinum Card as it hunts wealthy clients and family money

Robinhood rolls out $695 Platinum Card as it hunts wealthy clients and family money

Robinhood launched a $695-a-year Platinum credit card and new family and wealth-planning features, including custodial and trust accounts. Shares fell 3.6% to $79.27 Thursday after rising the previous day ahead of the announcement. The Platinum card is invite-only and offers travel, dining, and wellness perks. Robinhood aims to attract wealthier clients and reduce reliance on trading revenue.
5 March 2026
Booking Holdings (BKNG) stock jumps as OpenAI cools ChatGPT checkout plans

Booking Holdings (BKNG) stock jumps as OpenAI cools ChatGPT checkout plans

Booking Holdings shares surged as much as 11% in early New York trading Thursday after reports that OpenAI is scaling back plans for in-chat checkout in ChatGPT. Mizuho named Booking its top travel stock pick, citing reduced fears of AI-driven disruption. Travel firms continue to face flight disruptions and rising fuel costs linked to the Middle East conflict. Booking was last up about 7% at $4,553.58.
Netflix bets on ‘One Piece’ again as investors watch the next subscriber test

Netflix bets on ‘One Piece’ again as investors watch the next subscriber test

Netflix’s live-action “One Piece” returns for season two on Tuesday, with season three already in production. J.P. Morgan upgraded Netflix’s stock this week, citing strong content and growth from its ad tier. TV producers in Europe are merging to gain leverage as streamers tighten control. Netflix ended last quarter with over 325 million paid subscribers and projects 2026 revenue up to $51.7 billion.
5 March 2026
Sandisk stock whipsaws as oil spike and Iran conflict rattle the AI memory trade

Sandisk stock whipsaws as oil spike and Iran conflict rattle the AI memory trade

Sandisk shares fell 0.6% to $595.67 in early Thursday trading after sharp swings earlier in the week. The moves followed surging oil prices near $84 a barrel as the U.S.-Israeli conflict with Iran disrupted tanker traffic in the Strait of Hormuz. Analysts say further volatility depends on whether the conflict drives inflation and slows tech spending.
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.
California antitrust probe throws fresh doubt on Paramount’s $110 billion Warner Bros Discovery deal

California antitrust probe throws fresh doubt on Paramount’s $110 billion Warner Bros Discovery deal

California Attorney General Rob Bonta confirmed an open investigation into Paramount Skydance’s planned $110 billion acquisition of Warner Bros. Discovery. Paramount agreed to pay $31 per share in cash, with a ticking fee if the deal closes after Sept. 30, 2026. Fitch downgraded Paramount’s credit rating to junk, citing leverage risks. Warner Bros. Discovery shares fell about 1% to $27.95 in early trading.
Stock market today: Dow, S&P 500 futures steady as Iran war keeps oil in focus; bitcoin jumps back to $74,000

Stock market today: Dow, S&P 500 futures steady as Iran war keeps oil in focus; bitcoin jumps back to $74,000

U.S. stock futures were little changed early Thursday as the U.S.-Israeli air war with Iran entered its sixth day, keeping focus on oil and inflation. Dow futures slipped 0.16%, S&P 500 futures edged down 0.01%. Oil prices rose, with Brent at $83.12 a barrel. Bitcoin hit a one-month high as traders watched Washington’s crypto bill debate.

Stock Market Today

  • Twilio Shares Up 70% Over Year, Valuation Signals Potential Undervalue
    May 16, 2026, 3:14 PM EDT. Twilio (TWLO) shares have surged 70.4% in the past year, closing recently at $198.29 after a 1.7% dip last week. The company's role in communications software, supporting customer engagement and digital service, drives investor interest. A Discounted Cash Flow (DCF) analysis estimates intrinsic value at $231.64, implying shares trade at a 14.4% discount. The Price to Sales ratio of 5.68x exceeds the IT industry average of 2.00x but remains below peers' 12.12x, indicating mixed valuation signals. Twilio scores 2 out of 6 on valuation checks, suggesting a need for careful assessment amid strong recent gains and inherent risks.

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EchoStar Stock Just Beat a Wall Street Selloff. The Bigger Test Comes Monday

EchoStar Stock Just Beat a Wall Street Selloff. The Bigger Test Comes Monday

16 May 2026
EchoStar shares rose 7.9% last week, closing at $137.23 Friday after U.S. regulators approved $40 billion in spectrum sales to SpaceX and AT&T. The FCC tied the deal to direct-to-device satellite services but required EchoStar to set up a $2.4 billion escrow for disputed claims. EchoStar’s Q1 revenue dropped to $3.67 billion, with a net loss of $146.9 million.
Enterprise Products Edged Higher Against Market Drop; Monday in Focus

Enterprise Products Edged Higher Against Market Drop; Monday in Focus

16 May 2026
Enterprise Products Partners L.P. closed at $39.23 Friday, up 5.5% for the week, while U.S. stocks broadly fell. The company paid a $0.55-per-unit quarterly distribution May 14, up 2.8% from last year. First-quarter net income rose to $1.5 billion, with adjusted EBITDA up 10% to $2.7 billion. Friday’s trading volume was 2.71 million units, down sharply from Thursday’s 11.11 million.
Verizon heads into volatile week after FCC decision, Friday drop

Verizon heads into volatile week after FCC decision, Friday drop

16 May 2026
Verizon shares fell 1.47% to $46.37 Friday, marking a third consecutive decline and a weekly drop of 1.8%. The FCC on Thursday approved Verizon’s $1 billion spectrum purchase from U.S. Cellular, and the company announced a planned rural coverage venture with AT&T and T-Mobile. Trading volume was 23.3 million shares, below the 50-day average, amid a broader telecom and market selloff.
Bitcoin Slides Under $80,000 Ahead of ETF Reopen

Bitcoin Slides Under $80,000 Ahead of ETF Reopen

16 May 2026
Bitcoin traded near $78,183 Saturday after U.S. spot bitcoin ETFs saw $290.4 million in net outflows on May 15, led by BlackRock’s IBIT. Rising U.S. Treasury yields and oil prices triggered a broader selloff in risk assets, with ether down 2.3% at $2,179.13. The S&P 500 fell 1.2% Friday. The Senate Banking Committee advanced the Clarity Act crypto bill, but its passage remains uncertain.
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