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Technology 28 February 2026 - 2 March 2026

Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia stock bucks market slide after $4 billion optics bet — what NVDA traders watch next

Nvidia shares rose 1.5% to $179.80 in early trading Monday, bucking declines in chip stocks and the broader market. The company announced $2 billion investments each in Lumentum and Coherent, tied to multiyear supply agreements for advanced optics used in data centers. The moves come ahead of Nvidia’s GTC conference later this month. The Nasdaq was down 0.6% and the S&P 500 slipped 0.5%.
2 March 2026
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AAOI stock jumps again before the bell as Applied Optoelectronics rally rolls on

AAOI stock jumps again before the bell as Applied Optoelectronics rally rolls on

Applied Optoelectronics shares jumped 15.6% to $97.40 in premarket trading Monday after a 56.9% surge Friday. The company reported record Q4 revenue of $134.3 million but a net loss of $2 million, and forecast Q1 revenue of $150–$165 million. New SEC filings detail a $250 million at-the-market share sale program and a long-term Houston lease for expanded capacity.
2 March 2026
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Three firms just disclosed fresh Apple stock stakes — here’s what the filings show

Three firms just disclosed fresh Apple stock stakes — here’s what the filings show

Strategic Advisors LLC raised its Apple Inc stake to 202,992 shares worth $51.7 million in the third quarter, making Apple its largest holding, regulatory filings showed. AE Wealth Management and Citizens Financial Group also boosted their Apple positions, while AlphaQuest LLC and Kapitalo Investimentos opened new stakes. Apple shares last traded at $264.18, valuing the company at about $4.05 trillion.
2 March 2026
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WiseTech Global stock slides 4.7%: AI job cuts, CEO buy and dividend dates now in focus

WiseTech Global stock slides 4.7%: AI job cuts, CEO buy and dividend dates now in focus

WiseTech Global shares fell 4.7% to A$45.29 Monday after recent volatility and ongoing scrutiny over its AI-driven overhaul and 2,000 planned job cuts. CEO Zubin Appoo purchased A$1 million in shares last week. The company reaffirmed FY26 revenue guidance and reported a half-year net profit of $68.1 million. Tech stocks lagged as broader markets held steady.
2 March 2026
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DroneShield share price jumps as ASX:DRO rides defence bid into the close

DroneShield share price jumps as ASX:DRO rides defence bid into the close

DroneShield shares closed up 6.9% at A$3.87 in Sydney on Monday, leading gains among defence stocks after renewed Middle East tensions. The company last week announced A$21.7 million in new contracts for portable counter-drone systems, with delivery set for early 2026. Broader ASX trading was steady, while energy and defence names outperformed. Markets await Tuesday’s open and further contract news.
2 March 2026
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Duolingo stock price sinks on downgrades after DUOL pivots to user growth

Duolingo stock price sinks on downgrades after DUOL pivots to user growth

Duolingo shares fell 14% Friday after the company warned of weaker 2026 bookings and announced a shift toward user growth over near-term profit. Morgan Stanley and Citi downgraded the stock, citing reduced visibility and margin pressure. Duolingo forecast 2026 bookings of $1.27–$1.30 billion, below Wall Street estimates. The stock closed at $101 after touching $91.99 during the session.
1 March 2026
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Cisco stock in focus: CSCO heads into a March conference run after Friday rise

Cisco stock in focus: CSCO heads into a March conference run after Friday rise

Cisco shares rose 1.7% to $79.46 Friday, bucking a broader market decline led by tech and financial stocks. Management will meet investors at Mobile World Congress March 3-4 and the Morgan Stanley TMT conference March 5. Traders are watching for updates on AI networking demand and margin pressures after Cisco’s recent earnings showed lower-than-expected gross margins.
1 March 2026
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Lam Research stock price: LRCX drops as chip rally cools — here’s what could move it next

Lam Research stock price: LRCX drops as chip rally cools — here’s what could move it next

Lam Research shares fell 2.17% to $233.89 Friday, closing 9% below their 52-week high as chip stocks slid. Oil surged about 10% to $80 a barrel in OTC trading after U.S. and Israeli strikes on Iran, raising inflation concerns. Lam’s shares go ex-dividend March 4, with a $0.26 payout due April 8. Sesha Varadarajan becomes COO March 6 as Pat Lord retires.
1 March 2026
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Salesforce stock price drops again as CRM enters March; what investors watch before Monday

Salesforce stock price drops again as CRM enters March; what investors watch before Monday

Salesforce shares closed at $194.79 Friday, down 2.35%, as U.S. software stocks broadly fell amid investor caution over AI’s impact and macro uncertainty. The company recently reported $11.2 billion in Q4 revenue and authorized a $50 billion buyback. Salesforce executives are set to speak at a Morgan Stanley conference March 3, with markets watching for updates on AI agent adoption.
1 March 2026
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Amazon stock in focus after $50 billion OpenAI partnership lands in SEC filing

Amazon stock in focus after $50 billion OpenAI partnership lands in SEC filing

Amazon disclosed a $50 billion investment and expanded partnership with OpenAI, making AWS the exclusive third-party cloud provider for OpenAI’s new enterprise platform. Amazon shares closed up 1% at $210.00 Friday, while the S&P 500 fell 0.4% and the Nasdaq dropped 0.9%. OpenAI is raising $110 billion at a reported $840 billion valuation. Traders await U.S. factory data and Friday’s jobs report.
1 March 2026
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Taiwan stocks week ahead: Taiex at lofty levels as U.S. jobs and AI jitters hit tech

Taiwan stocks week ahead: Taiex at lofty levels as U.S. jobs and AI jitters hit tech

Taiwan’s Taiex index closed at 35,414.49 before the Peace Memorial Day holiday, up about 5.38% since Feb. 11, with market value reaching NT$115.41 trillion, the Taiwan Stock Exchange said. Trading resumes Monday after the break. Chip and AI-related stocks remain key movers, while U.S. economic data is expected to drive early-week sentiment. Turnover last Thursday totaled NT$1.14 trillion, according to CNA.
1 March 2026
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Synopsys (SNPS) stock price at $414: why shares fell and what Wall Street watches next

Synopsys (SNPS) stock price at $414: why shares fell and what Wall Street watches next

Synopsys shares fell 2.8% to $414 Friday, extending a two-day drop to about 8% after its quarterly outlook and renewed concerns over China export restrictions. The company reported quarterly revenue of $2.409 billion and non-GAAP EPS of $3.77, with its Design IP unit revenue down over 6%. Morgan Stanley downgraded the stock, citing slower core EDA growth and rising competition. Synopsys’ next Form 10-Q is due by March 12.
28 February 2026
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CrowdStrike stock price slips into earnings week as CRWD rolls out FalconID, draws fresh target cut

CrowdStrike stock price slips into earnings week as CRWD rolls out FalconID, draws fresh target cut

CrowdStrike shares fell 2.39% to $371.98 on Friday, ending a two-day rally as tech stocks slid. Trading volume topped 5.1 million shares, above average. Jefferies cut its price target to $500, citing field checks, while the company launched FalconID, a new phishing-resistant MFA product. CrowdStrike reports quarterly results after the market closes on March 3.
28 February 2026
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Duolingo stock sinks as growth pivot spooks Wall Street; downgrades stack up into Monday

Duolingo stock sinks as growth pivot spooks Wall Street; downgrades stack up into Monday

Duolingo shares fell 14% to $101 on Friday after the company forecast slower 2026 bookings growth and announced a shift toward prioritizing user growth over near-term revenue. Multiple brokers, including Citi and Morgan Stanley, downgraded the stock and cut price targets. Duolingo also authorized a $400 million share buyback. Investors await Monday’s open for further market reaction.
28 February 2026
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AAOI stock surges 57% after Applied Optoelectronics’ record quarter — what to watch next week

AAOI stock surges 57% after Applied Optoelectronics’ record quarter — what to watch next week

Applied Optoelectronics shares surged 56.9% to $84.23 Friday after reporting record quarterly revenue of $134.3 million and a strong outlook, reversing Thursday’s drop. Volume topped 24.6 million shares. Management cited high demand for faster data-center optics and forecast March-quarter revenue of $150 million to $165 million. B. Riley upgraded the stock and raised its price target to $54.
28 February 2026
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Block stock price surges after Jack Dorsey’s AI-driven layoffs — what to watch next

Block stock price surges after Jack Dorsey’s AI-driven layoffs — what to watch next

Block shares surged 16.8% to $63.70 Friday after the company announced over 4,000 job cuts and forecast higher profits. CEO Jack Dorsey said the workforce will drop from over 10,000 to under 6,000 as AI tools reshape operations. Block expects 2026 gross profit of $12.2 billion and a 26% margin. The company will report first-quarter results on May 7.
28 February 2026
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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, 10:25 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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