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Stock Market 4 March 2026

Amphenol share split shifts attention to $1.9 billion order buffer
AMD CEO Lisa Su says MI450 ramp has “enough CoWoS” as investors watch AI chip supply

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

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

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
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
View full portfolio
Editorial model selection. Not personalised advice.