Stock Market 4 March 2026

Netflix’s live-streaming push gets new Ateme deal; JPMorgan upgrades NFLX; Hastings sells shares

Netflix, Inc. has struck a multi-year deal with French video-compression outfit Ateme for its TITAN Live transcoder, Ateme said Tuesday. “How audiences experience live media events is shifting rapidly,” an Ateme executive commented. Financial details didn’t come out. Netflix shares edged up roughly 0.9% to $98.61 in morning trading.

4 March 2026

NASDAQ:NFLX·Stock Market·Technology

AMD CEO Lisa Su says MI450 ramp has “enough CoWoS” as investors watch AI chip supply

On Tuesday, Advanced Micro Devices CEO Lisa Su said the company’s CoWoS capacity will be sufficient to support high-volume rack-scale AI system shipments in the back half of the year. That’s when AMD sees its MI450 product line ramping sharply. CoWoS is the advanced chip packaging technology linking processors to high-bandwidth memory. AMD stock traded up 3.1% at $196.91 during morning hours.

4 March 2026

NASDAQ:AMD·Stock Market

Why Alphabet’s Google Class C stock (GOOG) is in focus today: Trump’s power pledge and a new Waymo probe

Google, a unit of Alphabet Inc, heads to the White House on Wednesday for the rollout of a “Ratepayer Protection Pledge”—an effort aimed at addressing the electricity burden from AI data centers. Lawmakers are grappling with the question: who ultimately foots the bill for soaring power needs? “The real problem is the inability to get generation online fast enough to meet the data center demand,” said Jon Gordon, director at the clean-energy group Advanced Energy United.

4 March 2026

NASDAQ:GOOG·Stock Market

T-Mobile sues Verizon back over “Better Deal” ads as false-ad fight escalates

T-Mobile US fired back at Verizon Wireless in Manhattan federal court, launching a countersuit and charging its bigger competitor with “bait-and-switch” ads targeting potential switchers. For the year’s close, Verizon reported 146.9 million subscribers, edging out T-Mobile’s 142.4 million, while AT&T trailed with 120.1 million.

4 March 2026

NASDAQ:TMUS·NYSE:T·NYSE:VZ·Stock Market

VCI Global Limited (VCIG) Whipsaws After Malaysia NVIDIA-Powered AI GPU Center Goes Live

VCI Global Limited fired up what it calls Malaysia’s first NVIDIA-powered AI GPU Computing Center and rolled out its Intelli‑X large language model platform, aiming to ramp up its AI infrastructure offerings. Shares of the Nasdaq-listed firm swung sharply in U.S. trading.

4 March 2026

Artificial Intelligence·NASDAQ:VCIG·Stock Market

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

Lumentum Holdings Inc. dipped 0.8% to $688.94 in Wednesday morning trading, after bouncing between $661 and $734.49 earlier. Shares in the optical components maker have seen sharp swings since Nvidia’s multibillion-dollar optics deal pushed Lumentum into the thick of the AI hardware trade.

4 March 2026

NASDAQ:LITE·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Apple stock barely budges after $599 MacBook Neo reveal as Wall Street weighs margin risks

Apple edged up Wednesday, tacking on about 0.1% to trade at $263.94. Shares bounced between $261.47 and $265.85 after the tech giant introduced its $599 MacBook Neo, marking an unusual entry below the $700 laptop mark. The Invesco QQQ Trust, which shadows the Nasdaq-100, climbed around 1.5%.

4 March 2026

Apple·NASDAQ:AAPL·Stock Market

Coinbase stock price jumps as bitcoin rebounds above $72,000; payrolls and Fed next

Coinbase Global, Inc. surged 12.4% to $204.89 on Wednesday as bitcoin rallied back to around $72,088. Ether posted a 7.7% gain, moving up to approximately $2,093.

4 March 2026

Bitcoin·Cryptocurrency·Federal Reserve·NASDAQ:COIN·Stock Market

SanDisk stock snaps back after near-9% slide as Iran conflict whipsaws AI memory trade

Sandisk Corporation climbed roughly 4% to $587.82 in early Wednesday trading, staging a comeback after tumbling 8.7% on Tuesday.

4 March 2026

NASDAQ:SNDK·NASDAQ:WDC·Stock Market

Kontoor Brands stock jumps after 2026 profit forecast lifts Wrangler and Lee owner, tariffs still a worry

Kontoor Brands dropped around 1% Wednesday morning, pulling back after a 21% jump the previous session. The Wrangler and Lee parent projected a profit boost by 2026, even as it faces steeper tariff expenses.

4 March 2026

Financial Forecasts·NYSE:KTB·Stock Market

Why Transocean’s CEO and top executives just sold shares — SEC filings explain the timing

Regulatory filings revealed that Transocean Ltd’s CEO, along with three senior executives, sold company shares this week following the vesting of equity awards.

4 March 2026

NYSE:RIG·NYSE:VAL·Oil Industry·Stock Market

Bank of America calls $2.8 billion of debt early in latest note redemption push

Bank of America Corp plans to redeem its entire $2.8 billion outstanding in 1.658% fixed/floating-rate senior notes maturing March 2027 on March 11. Investors will receive the principal plus any accrued interest, according to the bank. Interest ceases to accumulate after the redemption date.

4 March 2026

NYSE:BAC·Stock Market

Itaú Unibanco sets March 10 cash payout after selling “bonus share” fractions on B3

Itau Unibanco Holding SA plans to distribute proceeds from the sale of fractional share entitlements—generated by an earlier bonus share issue—on March 10, the Brazilian bank disclosed Tuesday in a filing with U.S. securities regulators.

4 March 2026

Dividends·NYSE:ITUB·Stock Market

Venture Global shares jump after New York judge blocks Shell bid in LNG fight

Venture Global, Inc. surged over 8% on Tuesday, rallying after a New York court tossed out Shell’s attempt to overturn an arbitration win for the U.S. LNG company. UBS analyst Manav Gupta weighed in: “We believe the stock price remains depressed due to arbitration overhang. This news will likely be seen as a positive.” Venture Global touched its highest level since Oct. 10, bringing gains this year to more than 87%. BP, Edison, Repsol, and Galp are also in arbitration, with a damages decision still pending in BP’s case.

4 March 2026

Energy·NYSE:SHEL·Stock Market

Blue Owl stock slips again as SEC filings and private-credit redemptions keep investors jumpy

Blue Owl Capital struggled again Wednesday, remaining below the $10 listing line after dipping under it the previous session. Liquidity concerns in private-credit funds linger, and new insider filings haven't helped sentiment. Shares pointed lower, off roughly 3.8% at $10.27.

4 March 2026

NYSE:BX·NYSE:OWL·Stock Market

Palantir shares jump on fresh $200 target as Thiel sale plan keeps traders edgy

Shares of Palantir Technologies Inc climbed roughly 1.4% ahead of the open on Wednesday, after Rosenblatt Securities bumped its price target on the data analytics company to $200, up from $150. The firm maintained its buy rating.

4 March 2026

NYSE:PLTR·Stock Market

Saylor’s Strategy buys another $204 million of Bitcoin — and leans on MSTR stock again

Strategy Inc, chaired by Michael Saylor and known for its bitcoin focus, snapped up 3,015 bitcoin for $204.1 million in the week ending March 1, according to a regulatory filing. That latest buy pushes its stash to 720,737 tokens.

4 March 2026

Bitcoin·Cryptocurrency·NASDAQ:MSTR·Stock Market

EU’s “Buy European” Plan Just Got Real — Here’s Why Ford Could Feel It First

Wednesday saw the European Commission roll out its “Made in EU” industrial blueprint, a move that could leave Ford Motor Company reevaluating its European supply chain—particularly if strict definitions for “European” content become law.

4 March 2026

NYSE:F·Stock Market

Plug Power stock jumps 23% on earnings beat as new CEO pitches $275 million cash boost

Plug Power Inc soared 23.2% on Tuesday after the hydrogen fuel cell maker posted a fourth-quarter result that topped estimates and named a new CEO—moves aimed at reining in cash burn.

4 March 2026

Earnings Reports·NASDAQ:PLUG·Stock Market

Workday stock jumps 7% as CEO Bhusri’s new equity award filing hits tape after selloff

Shares of Workday jumped roughly 7% on Wednesday, regaining a bit of lost territory following last week’s steep decline. Recent regulatory filings showed fresh equity awards for CEO Aneel Bhusri and other senior leaders.

4 March 2026

NASDAQ:WDAY·Stock Market·Technology