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Stock Market 5 March 2026

Amphenol share split shifts attention to $1.9 billion order buffer
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 Incorporated dropped roughly 4.4% to $138.43 around 11:40 a.m. ET Thursday. Broadcom gained 5.3%, while Ciena, another optical-networking player, tumbled about 15.2%. On Broadcom’s earnings call, CEO Hock Tan told analysts that customers still favor direct-attached copper for “scale-up” connections within AI racks, adding, “CPOs will come in its time. Not this year, maybe not next year.”
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.”
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 says his office is actively investigating Paramount Skydance’s proposed takeover of Warner Bros. Discovery, cautioning the planned merger remains far from settled and pledging a “vigorous” review. The Guardian cited Alvaro Bedoya, ex-Federal Trade Commission commissioner, who believes state attorneys general “have a shot at stopping it.” Bill Baer, who once led antitrust at the Justice Department, described a possible multi-state lawsuit as a “real threat.”
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Constellation Energy

NASDAQ: CEG 94 / 100
#3 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 92 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

AIG

NYSE: AIG 88 / 100
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Editorial model selection. Not personalised advice.