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Technology 2 March 2026 - 4 March 2026

Intel shakes up board again as chair Frank Yeary exits, Craig Barratt tapped

Intel shakes up board again as chair Frank Yeary exits, Craig Barratt tapped

Intel board chair Frank Yeary will retire after the May 13 annual meeting, with director Craig Barratt set to take over. The board will shrink to 11 members. The leadership change comes as CEO Lip-Bu Tan pushes a manufacturing-focused turnaround and contract chipmaking strategy. Analyst Jay Goldberg called Yeary’s exit overdue and said Barratt’s promotion could help drive cultural change.
4 March 2026
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Workday stock jumps 7% as CEO Bhusri’s new equity award filing hits tape after selloff

Workday stock jumps 7% as CEO Bhusri’s new equity award filing hits tape after selloff

Workday shares jumped about 7% early Wednesday after recent SEC filings showed CEO Aneel Bhusri and other executives received performance-based stock units, vesting in 2028. The awards followed a performance period ending Jan. 31. The stock had fallen sharply in February after a weak sales outlook and investor concerns over AI disruption. Bhusri returned as CEO in February, replacing Carl Eschenbach.
4 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
3 March 2026
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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.
2 March 2026
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Stock Market Today

  • Is an AI Stock Market Bubble Building Amid Economic Uncertainty?
    June 5, 2026, 9:11 AM EDT. US stock markets continue to hit all-time highs in 2024 despite challenges like the Iran war, rising inflation, and government debt concerns. The surge is heavily driven by massive investment in Artificial Intelligence (AI). However, some investors are growing uneasy about the gap between soaring stock valuations and the underlying real economy. This has raised alarms about a potential AI-driven market bubble ready to burst, as reported by BBC's Samira Hussain from Wall Street.

Latest articles

Celsius Stock Drops With Investors Eyeing Texas Alani Nu Probe

Celsius Stock Drops With Investors Eyeing Texas Alani Nu Probe

5 June 2026
Celsius shares rebounded 2% premarket to $28.31 after plunging 7.5% on news Texas is investigating whether Celsius and Alani Nu misled consumers about energy drink safety for teens and children—a risk for Alani Nu, which drove $368.1 million of Q1 sales and is key to Celsius’ growth, even as analysts at BofA and Morgan Stanley reiterated bullish views.
Reddit Moves Higher Ahead of Open After $260 Wall Street Target

Reddit Moves Higher Ahead of Open After $260 Wall Street Target

5 June 2026
Reddit shares jumped premarket after Loop Capital reaffirmed a Buy rating and $260 target, implying over 50% upside, as investors focus on surging revenue, advertiser growth, and AI data licensing; bullish call-option activity spiked, but risks remain if ad momentum slows or growth valuations falter, with Q2 guidance leaving little margin for error after the stock’s sharp rally.
SmartKem Moves Higher Premarket as Volume Picks Up in Thinly Traded Nasdaq Listing

SmartKem Moves Higher Premarket as Volume Picks Up in Thinly Traded Nasdaq Listing

5 June 2026
SmartKem surged nearly 80% to $0.5753 in premarket trading Friday after closing up 11.5% at $0.3200, despite no new company news; the sub-$1 price keeps Nasdaq listing compliance and a possible reverse split in focus as shareholders prepare to vote June 23 on capital-structure changes, with the company warning of potential dilution and insufficient cash to fund operations for 12 months.
Nu Holdings Unveils $1 Billion Buyback; Investors Cautious

Nu Holdings Unveils $1 Billion Buyback; Investors Cautious

5 June 2026
Nu Holdings jumped 4.1% to $12.12 after announcing a $1 billion share buyback, but recent analyst downgrades and a CFO switch add uncertainty, with BofA cutting its target to $10 citing leadership transition risks; credit quality and growth spending remain key watch items as the buyback aims to support shares amid ongoing competitive and operational challenges.
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