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Technology 2 March 2026 - 4 March 2026

MongoDB stock plunges after forecast miss; analysts slash targets before Morgan Stanley conference

MongoDB stock plunges after forecast miss; analysts slash targets before Morgan Stanley conference

MongoDB shares fell about 22% to $252.73 in after-hours trading Tuesday after the company issued guidance that disappointed investors. Fourth-quarter revenue rose 27% to $695.1 million, with Atlas cloud business growth slowing to 29%. Management cited challenges in forecasting demand and announced senior go-to-market departures. CEO CJ Desai and CFO Mike Berry will speak at a Morgan Stanley conference Wednesday.
CrowdStrike earnings lift CRWD stock after hours as ARR tops $5 billion and 2027 outlook holds

CrowdStrike earnings lift CRWD stock after hours as ARR tops $5 billion and 2027 outlook holds

CrowdStrike reported fourth-quarter revenue of $1.31 billion and adjusted profit of $1.12 per share, both above Wall Street estimates. Annual recurring revenue reached $5.25 billion. Shares rose about 2% in extended trading to $391.42. The company forecast fiscal 2027 revenue of up to $5.93 billion and ARR of up to $6.52 billion.
Broadcom stock slides ahead of earnings as RBC trims target, flags AI demand risk

Broadcom stock slides ahead of earnings as RBC trims target, flags AI demand risk

Broadcom shares fell 1.6% Tuesday to $313.84 and were little changed after hours, ahead of earnings due March 4. RBC Capital cut its price target to $340 from $370, citing near-term strength but longer-term questions. Investors expect about $19.21 billion in revenue and $2.02 EPS. Board member Eddy Hartenstein will retire at the 2026 annual meeting, per a company filing.
Palantir (PLTR) Stock Whipsaws After Thiel Sale Notice as War Jitters Hit Tech

Palantir (PLTR) Stock Whipsaws After Thiel Sale Notice as War Jitters Hit Tech

Palantir shares rose 1.4% to $147.27 in after-hours trading after dropping nearly 5% earlier Tuesday. A Form 144 filing showed Chairman Peter Thiel plans to sell up to 2 million shares under a 10b5-1 plan. U.S. stocks broadly fell as Middle East tensions and oil prices fueled inflation fears. Palantir was also sued in Texas state court by Guardian Premier Solutions for alleged fraud and breach of contract.
Nvidia stock price drops 1.3% as oil-driven selloff hits tech; GTC looms

Nvidia stock price drops 1.3% as oil-driven selloff hits tech; GTC looms

Nvidia shares fell 1.3% to $180.09 on Tuesday, tracking a broader U.S. stock decline amid Middle East conflict concerns and delayed Fed rate-cut expectations. Morgan Stanley reinstated Nvidia as its top chip pick, citing upcoming events and new deals, including a $2 billion optics agreement with Coherent. The company is set to host its GPU Technology Conference in San Jose starting March 16.
Credo Technology stock slides 14% after record quarter as margin outlook draws focus

Credo Technology stock slides 14% after record quarter as margin outlook draws focus

Credo Technology shares dropped 14.3% to $97.87 after the company forecast lower gross margins of 63.9% to 65.9% for the current quarter, down from 68.5%. Fiscal third-quarter revenue hit a record $407 million, with current-quarter guidance at $425 million to $435 million. Credo ended the quarter with $1.3 billion in cash and acquired connectivity IP provider CoMira Solutions.
Corning stock drops after CFO update, a day after Gorilla Glass Ceramic 3 launch

Corning stock drops after CFO update, a day after Gorilla Glass Ceramic 3 launch

Corning shares dropped 4.3% to $151.04 Tuesday afternoon, reversing part of Monday’s gains after the CFO’s remarks at a Morgan Stanley conference and new product news with Motorola. The decline outpaced the broader market, with the S&P 500 ETF down 0.7%. Investors are reassessing Corning’s near-term prospects after a strong run driven by AI and data-center demand.
Bitmine Immersion Technologies (BMNR) stock slips before the bell after it pegs crypto hoard at $9.9B

Bitmine Immersion Technologies (BMNR) stock slips before the bell after it pegs crypto hoard at $9.9B

Bitmine Immersion Technologies shares fell 3.8% to $19.62 in premarket trading Tuesday after a 7.5% gain Monday. A new filing showed Bitmine held 4.47 million ether, 195 bitcoin, and $868 million in cash as of March 1. The company reported 3.04 million ether staked and $172 million in annualized staking revenue. Traders are watching crypto prices and the timeline for Bitmine’s MAVAN staking launch.
Palantir stock (PLTR) steadies near $145 as Peter Thiel sale filing hits tape before the bell

Palantir stock (PLTR) steadies near $145 as Peter Thiel sale filing hits tape before the bell

Palantir shares traded at $145.17 premarket after a 5.8% rally, with co-founder Peter Thiel filing to sell up to 2 million shares worth about $280 million. A new lawsuit from Guardian Premier Solutions alleges fraud and breach of contract. Traders are watching for insider sale disclosures and company response to the suit. Rosenblatt raised its price target to $200.
Lumentum stock price jumps premarket as Nvidia puts $2 billion into LITE in AI optics push

Lumentum stock price jumps premarket as Nvidia puts $2 billion into LITE in AI optics push

Lumentum shares jumped 11.8% to $783.25 in premarket trading after Nvidia announced a $2 billion investment and supply agreement tied to AI data center optics. The deal involves convertible preferred stock, pending antitrust clearance. Nvidia also secured multi-year purchase commitments for advanced laser components. Stifel raised its price target on Lumentum to $800.
Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia stock jumps on $4 billion photonics bet — what NVDA investors watch next

Nvidia shares rose 3% in after-hours trading Monday after announcing $2 billion investments each in Lumentum and Coherent for advanced optics used in AI data centers. Coherent disclosed it sold nearly 7.8 million shares to Nvidia at $256.80 each. Both deals secure future supply of photonics components. Investors await product updates at Nvidia’s GTC event later this month.
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Stock Market Today

  • Atlas Energy Solutions (AESI) Valuation: Undervalued Despite Recent Rally
    April 25, 2026, 10:22 AM EDT. Atlas Energy Solutions shares surged by 67.8% year-to-date but still trade around $16.31, raising questions about value. According to a Discounted Cash Flow (DCF) analysis, AESI appears 88.1% undervalued with intrinsic value estimated at $137.37 per share, despite a recent free cash flow loss of $234 million. The stock's price-to-sales ratio of 1.86 is below peer average, signaling potential upside amid reassessment of U.S. energy services companies. Investors weigh recent strong returns against operational risks and capital allocation. AESI's 19.1% return over the last year trails peers, suggesting cautious optimism for long-term investors evaluating its current valuation.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 25.04.2026

25 April 2026
LIVEMarkets rolling coverageStarted: April 25, 2026, 12:00 AM EDTUpdated: April 25, 2026, 10:22 AM EDT Atlas Energy Solutions (AESI) Valuation: Undervalued Despite Recent Rally April 25, 2026, 10:22 AM EDT. Atlas Energy Solutions shares surged by 67.8% year-to-date but still trade around $16.31, raising questions about value. According to a Discounted Cash Flow (DCF) analysis, AESI appears 88.1% undervalued with intrinsic value estimated at $137.37 per share, despite a recent free cash flow loss of $234 million. The stock's price-to-sales ratio of 1.86 is below peer average, signaling potential upside amid reassessment of U.S. energy services companies. Investors weigh recent
LightPath Technologies Stock Just Hit a 52-Week High. Here’s Why LPTH Is Back in Focus

LightPath Technologies Stock Just Hit a 52-Week High. Here’s Why LPTH Is Back in Focus

25 April 2026
LightPath Technologies shares closed up 10.05% at $16.09 in Orlando Friday, after hitting $16.53 and surpassing recent analyst targets. Trading volume jumped to 6.35 million shares. The company reported a $97.8 million backlog and second-quarter revenue of $16.4 million, up 120% from a year earlier. Recent orders and investor focus center on defense optics and infrared camera systems.
Wolfspeed Stock Jumps 13% Before May 5 Earnings Test

Wolfspeed Stock Jumps 13% Before May 5 Earnings Test

25 April 2026
Wolfspeed shares surged 13.36% to $31.23 on Friday, with trading volume hitting 8.4 million shares ahead of its May 5 earnings report. The chipmaker recently cut its debt by about $97 million and lowered annual interest expense by $62 million after refinancing in March. Wolfspeed reported a $151 million net loss last quarter and expects negative gross margins to continue.
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