Amazon stock week ahead: What traders watch after the Amazon outage and AWS’s new healthcare AI push

Amazon.com faces the week ahead with a resolved tech hiccup in its wake. The company said a glitch in a software code deployment caused hours of trouble for shoppers, spilling over to some other services before engineers sorted it out. “We have resolved the issue … and website and app are now running smoothly,” an Amazon spokesperson said.

7 March 2026

Micron Technology stock week ahead: 6.7% slide puts March 18 earnings and AI demand in focus

Micron Technology slid 6.7% Friday, closing at $370.30. That puts the stock on its heels heading into next week, with traders debating if this marks a routine chip sector shakeout or signals something more ominous just before earnings.

7 March 2026

Artificial Intelligence·Earnings Reports·NASDAQ:MU·Stock Market·Technology

Sea shares whipsaw again after Shopee growth target sparks a spending worry

Sea Ltd slipped roughly 2% Friday morning in New York, paring some of Thursday’s 8.2% pop as the market digested the company’s intentions for increased spending. Shares traded at $93.53, down 2.1% as of 9:43 a.m. ET. https://stockanalysis.com/stocks/se/history/

6 March 2026

E-Commerce·NASDAQ:SE·Stock Market·Technology

Okta Stock Jumps After Q4 Beat, but Slowest Growth Forecast Since IPO Still Looms

Okta posted stronger-than-expected revenue and earnings, with the stock climbing $7.99 to $79.65 following the report. The company pointed to demand driven by fresh product offerings. Still, Okta kept its revenue growth outlook at 9% for the current quarter—the slowest since its IPO in 2017.

6 March 2026

Earnings Reports·NASDAQ:OKTA·Stock Market·Technology

Ondas Inc lands $20 million border drone order, taps McKinsey veteran in defense push

Ondas Inc announced March 4 that its Airobotics unit landed a $20 million initial order to kick off work on a national autonomous border-protection initiative, shifting a December tender award into hands-on execution. The following day, March 5, the drone-and-wireless firm named McKinsey senior partner David Chinn to the board of its Ondas Autonomous Systems division.

6 March 2026

Drones·NASDAQ:ONDS·Technology

Marvell Technology, Inc Eyes Nearly $15 Billion Revenue as AI Demand Lifts Shares

Marvell Technology on Thursday said revenue could approach $15 billion by fiscal 2028, above Wall Street estimates, and lifted its fiscal 2027 outlook, saying demand from artificial-intelligence data centers remained strong. Shares rose about 15% in extended trading after the chipmaker also forecast first-quarter revenue above market estimates.

6 March 2026

Artificial Intelligence·NASDAQ:MRVL·Semiconductors·Stock Market·Technology

Intel faces fresh China scrutiny as senators press chipmaker over tool tests

Intel Corporation is facing scrutiny from a bipartisan group of U.S. lawmakers after it tested ACM Research’s chipmaking tools, with the lawmakers cautioning that such activity risks leaking sensitive manufacturing expertise.

6 March 2026

NASDAQ:INTC·Semiconductors·Technology

Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir Technologies Inc is being forced to overhaul its Maven Smart Systems, which serves the Pentagon, after U.S. defense officials ordered contractors to sever commercial deals with AI lab Anthropic, according to two sources. Maven’s workflows currently run on Claude, Anthropic’s AI model, and Palantir is now required to replace it, one person said. Defense Secretary Pete Hegseth has made it clear: “effective immediately” contractors are prohibited from “conduct[ing] any commercial activity” with Anthropic. CEO Alex Karp didn’t mince words, warning that companies who “screw the military” could face “the nationalization of our technology.” https://www.reuters.com/technology/palantir-faces-challenge-remove-anthropic-pentagons-ai-software-2026-03-04/

5 March 2026

Artificial Intelligence·NYSE:PLTR·Stock Market·Technology

Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

U.S. regulators are considering a fresh set of export rules for artificial-intelligence chips, a move that might extend licensing requirements to Advanced Micro Devices. Under the proposal, foreign governments seeking to buy substantial quantities of AI chips could be required to invest in U.S. data centers or provide security assurances. Such changes would put the spotlight back on a business AMD has been eager to grow.

5 March 2026

Artificial Intelligence·NASDAQ:AMD·Semiconductors·Technology

Sandisk to Join Bloomberg 500 Index as SNDK Shares Whipsaw After Market Jitters

Bloomberg Indices plans to add Sandisk Corporation of Delaware to the Bloomberg 500 index ahead of the market open on March 12, according to the index provider’s Thursday announcement. The B500 tracks 500 top U.S. companies, sorted by free-float market value. Bloomberg puts the benchmark’s total market cap at $58.19 trillion.

5 March 2026

NASDAQ:SNDK·Stock Market·Technology

Broadcom Stock Climbs as AI Chip Forecast Tops $100 Billion, Q2 Outlook Beats

Broadcom Inc. raised its outlook for AI chip sales on Thursday, projecting the segment to surpass $100 billion in 2027. That bullish forecast pushed shares up roughly 4.8%, ending at $332.65. The chip and software maker also put second-quarter revenue guidance at approximately $22 billion, beating the analyst consensus of $20.56 billion.

5 March 2026

Artificial Intelligence·NASDAQ:AVGO·Stock Market·Technology

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

Shares of Adobe surged nearly 4% Thursday, with the stock reaching $283.86 in the afternoon—a 3.9% rise—as traders positioned ahead of its quarterly report.

5 March 2026

Artificial Intelligence·Earnings Reports·NASDAQ:ADBE·Stock Market·Technology

IREN stock sinks after $6B share-sale filing and big Nvidia B300 GPU order

IREN Limited dropped Thursday, after the data center firm unveiled a shelf registration covering up to $6 billion in potential stock sales. The company also nailed down a major purchase agreement for Nvidia’s newest AI chips.

5 March 2026

NASDAQ:IREN·Stock Market·Technology

Broadcom stock pops as AVGO flags $100 billion AI chip path and ramps buybacks

Broadcom shares climbed 4.3% to $331.12 as of 12:35 p.m. ET, having bounced between $323.54 and $342.14 earlier in the day.

5 March 2026

Artificial Intelligence·NASDAQ:AVGO·Stock Market·Technology

AMD teams up with University of Toronto for 100-project AI research lab in Canada

Advanced Micro Devices and the University of Toronto have teamed up to open a new research lab dedicated to artificial intelligence and advanced computing, according to the university. AMD plans to back 100 research initiatives at the lab over the next three years.

5 March 2026

Artificial Intelligence·Canada·NASDAQ:AMD·Technology

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

Sandisk shares edged down 0.6% to $595.67 early Thursday, giving back some ground after volatile trading earlier this week. Investors have been navigating war-fueled turbulence across global markets.

5 March 2026

Energy Markets·NASDAQ:WDC·Stock Market·Technology

Ondas Inc lands $20 million border drone order as national autonomous program kicks off

Ondas Inc’s Airobotics division landed a $20 million first purchase order as the prime contractor for a national autonomous border-protection program, pushing the project forward into development and staged rollout. “An important milestone in our evolution,” CEO Eric Brock said. OAS co-CEO Oshri Lugassy pointed to the deal as reflecting “the future of sovereign border defense.”

5 March 2026

Drones·NASDAQ:ONDS·Technology

BW stock jumps after Babcock & Wilcox gets $2.4 billion green light to build AI data-center power project

Babcock & Wilcox Enterprises, Inc said it’s moving ahead with a $2.4 billion contract to supply equipment for AI-focused data center campuses backed by Applied Digital. The stock shot up almost 31% early Wednesday, following news that fourth-quarter revenue hit $161.0 million—outpacing the $155.6 million average estimate from analysts, according to LSEG data.

5 March 2026

Artificial Intelligence·NYSE:BW·Renewable Energy·Technology

Okta flags slowest growth since IPO as revenue outlook disappoints

Okta is calling for first-quarter revenue between $749 million and $753 million, trailing the $754.61 million analyst consensus from LSEG data quoted by Reuters. That’s the company’s slowest projected growth since its IPO in 2017, with management citing economic uncertainty hitting enterprise tech budgets. https://www.reuters.com/business/okta-forecasts-slowest-revenue-growth-since-ipo-amid-economic-uncertainty-2026-03-04/

5 March 2026

NASDAQ:OKTA·Stock Market·Technology

National Grid plc signs £3bn Eastern Green Link 3 contracts with Hitachi Energy and NKT

National Grid plc on Wednesday announced it has secured contracts approaching £3 billion for its Eastern Green Link 3 initiative, tapping Hitachi Energy to deliver the converter stations and NKT to handle both subsea and underground cabling. The company called EGL3 the largest electricity transmission project of its type in the UK.

5 March 2026

CSE:NKT·Energy·LSE:NG·Technology