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Technology 6 March 2026 - 10 March 2026

Teradyne Sues China’s Elite Robots in Germany Over Universal Robots Software (Universal Robots)

Teradyne Sues China’s Elite Robots in Germany Over Universal Robots Software (Universal Robots)

Teradyne Robotics has filed a copyright lawsuit in Germany against the German unit of China’s Elite Robots, alleging unauthorized use of Universal Robots software. The company also alerted European safety authorities about concerns with Elite Robots’ machines. Teradyne shares rose 4.1% Tuesday. Elite Robots did not issue a public statement on the allegations.
10 March 2026
Corning Incorporated shares jump as AI fiber trade rebounds ahead of OFC 2026

Corning Incorporated shares jump as AI fiber trade rebounds ahead of OFC 2026

Corning shares climbed 6.5% to $137.50 midday Tuesday, with Ciena and Lumentum also up over 6%. The gains followed strong optical-fiber demand and a $6 billion Meta Platforms supply deal. Corning’s fourth-quarter optical communications sales rose 24% to $1.70 billion. Investors remain cautious ahead of the OFC 2026 conference next week in Los Angeles.
Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco Systems folds Splunk into Nexus One to speed AI data center troubleshooting

Cisco has integrated Splunk analytics into its Nexus Dashboard, enabling real-time network fault detection and automation for Nexus 9000 and Cisco 8000 switches and routers. The feature keeps sensitive telemetry data on premises, targeting compliance-focused customers. Cisco shares rose 3.4% Tuesday morning after the announcement. The move comes as Cisco faces competition from Arista and others in AI-driven networking.
Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology Stock Rises as Bigger AI Revenue Bet Draws Wall Street Backing

Marvell Technology shares rose 0.5% to $93.11 Tuesday after the company projected fiscal 2028 revenue near $15 billion and said AI infrastructure demand from Alphabet, Meta, Microsoft, and Amazon could top $630 billion this year. The stock’s gain followed an 18.4% surge Friday after Marvell raised its long-term outlook. Marvell plans to debut new 1.6-terabit optical products at OFC 2026 in Los Angeles next week.
Broadcom Stock Back in Focus as $100 Billion AI Bet Sparks Fresh Rally

Broadcom Stock Back in Focus as $100 Billion AI Bet Sparks Fresh Rally

Broadcom shares closed at $345.75 on Monday, up 4.6%, after the company forecast AI chip revenue could top $100 billion in 2027. First-quarter AI revenue jumped 106% to $8.4 billion, with total revenue up 29% to $19.31 billion. The board approved a new $10 billion buyback. CEO Hock Tan said Broadcom has “line of sight” to more than $100 billion in AI chip revenue in 2027.
Compass Group outlook faces fresh test as investor conferences begin after AI selloff

Compass Group outlook faces fresh test as investor conferences begin after AI selloff

Compass Group will meet investors in Florida and London on Tuesday after AI concerns overshadowed its 7.3% organic revenue growth last quarter. Shares hit a three-year low despite $4 billion in new business wins and the $1.7 billion Vermaat acquisition. The company plans to switch its share trading currency to U.S. dollars on April 1. Management faces questions as tech-sector clients drive ongoing market caution.
10 March 2026
Vodafone Group PLC’s UK unit in Virgin Media O2 broadband talks, reports say

Vodafone Group PLC’s UK unit in Virgin Media O2 broadband talks, reports say

VodafoneThree is in talks with Virgin Media O2 for a broadband wholesale deal that would let it sell home internet over Virgin Media O2’s network, according to the Financial Times and The Times. VodafoneThree had about 2 million broadband customers at the end of December and aims to more than double that by 2034. Vodafone shares closed down 1.34% at 106.85 pence in London on Monday.
10 March 2026
Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology shares climbed 2.3% Monday after Citi and Susquehanna raised price targets ahead of March 18 earnings. Reports said Nvidia’s Vera Rubin AI system will use HBM4 memory from Samsung and SK Hynix, not Micron, though Micron is expected to supply chips for mid-tier Rubin CPX models. The stock traded at $378.78 in afternoon trade.
Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum Holdings Stock Jumps as S&P 500 Addition Extends Nvidia-Linked AI Optics Rally (News Release Archive)

Lumentum shares rose 10.6% to $617.81 in New York trading after S&P Dow Jones Indices said it will add the company to the S&P 500 on March 23. The move follows Nvidia’s $2 billion investment and a multiyear purchase agreement announced last week. Peers Coherent and Vertiv also gained. Lumentum reported second-quarter revenue up 65.5% to $665.5 million and forecast third-quarter revenue of up to $830 million.
Aureus Greenway Holdings to Buy Powerus in Drone Pivot, With $9 Million Raise

Aureus Greenway Holdings to Buy Powerus in Drone Pivot, With $9 Million Raise

Aureus Greenway Holdings will acquire drone maker Powerus in an all-stock deal to take it public, renaming the combined company Powerus Corp and targeting a summer 2026 Nasdaq listing as PUSA. South Korea's KCGI committed to buy $50 million in Powerus stock, while Aureus arranged $9 million in new financing. The deal still requires SEC and shareholder approval. AGH shares rose 12.8% in premarket trading.
9 March 2026
Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir stock week ahead: Pentagon’s AI supplier crackdown puts PLTR in the crosshairs

Palantir shares closed at $157.16 Friday after the Pentagon barred contractors from using Anthropic’s AI, raising questions about Palantir’s defense software that relies on Anthropic code. The U.S. General Services Administration also ended its Anthropic contract. Markets fell as oil surged and payrolls dropped. Investors await Wednesday’s U.S. inflation data and Pentagon guidance on the Anthropic ban.
Amazon stock week ahead: What traders watch after the Amazon outage and AWS’s new healthcare AI push

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

Amazon resolved a software issue that caused a multi-hour shopping outage in the U.S., with the website and app now operating normally. The company’s stock fell 2.62% to $213.21 on Friday. AWS launched “Amazon Connect Health,” an AI tool for healthcare administration. U.S. inflation data due March 11 may affect Amazon and other tech stocks.
Micron Technology stock week ahead: 6.7% slide puts March 18 earnings and AI demand in focus

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

Micron Technology shares fell 6.7% to $370.30 Friday as the Nasdaq dropped 1.59% following a surprise U.S. jobs loss and a spike in oil prices. The company’s next earnings call is set for March 18, with traders watching for updates on high-bandwidth memory demand and supply chain risks. Micron recently began sampling a new low-power server-memory module co-designed with Nvidia.
Okta Stock Jumps After Q4 Beat, but Slowest Growth Forecast Since IPO Still Looms

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

Okta reported quarterly revenue of $761 million, up 11%, and adjusted profit of 90 cents per share, both above analyst forecasts. Shares rose $7.99 to $79.65 after the company credited new products for higher demand. Okta projected 9% revenue growth for the current quarter, the slowest since its 2017 debut, and guided for similar growth in fiscal 2027. Subscription backlog reached $4.827 billion, up 15%.
Ondas Inc lands $20 million border drone order, taps McKinsey veteran in defense push

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

Ondas Inc’s Airobotics unit received a $20 million initial order to start work on a national autonomous border-protection program, launching rapid development and phased deployment. The company added McKinsey senior partner David Chinn to its Ondas Autonomous Systems board. Ondas shares traded at $10.49, giving it a $2 billion valuation. The government customer for the border project was not disclosed.
6 March 2026
Marvell Technology, Inc Eyes Nearly $15 Billion Revenue as AI Demand Lifts Shares

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

Marvell Technology forecast revenue could reach $15 billion by fiscal 2028, surpassing Wall Street estimates. Shares jumped 15% after the company projected first-quarter revenue above expectations and reported a 22% year-over-year increase for the January quarter. Data-center revenue rose 21% to $1.651 billion, making up 74% of total sales. Marvell expects revenue to near $11 billion in fiscal 2027.
Intel faces fresh China scrutiny as senators press chipmaker over tool tests

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

U.S. senators questioned Intel over testing chipmaking tools from ACM Research, citing national security risks tied to ACM’s China links. Intel said ACM tools are not used in its production. The inquiry comes as Intel considers offering its advanced 18A manufacturing process to outside customers. Lawmakers highlighted ACM’s business with sanctioned Chinese firms and its subsidiaries’ presence on U.S. sanctions lists.
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Stock Market Today

  • Summertime Stock Market Trends: Record Highs and Growth Sectors
    June 25, 2026, 6:20 PM EDT. The U.S. stock market has demonstrated orderly trading in summer despite typical seasonal lulls, with the Dow hitting record highs. Strong fundamentals, supported by estimated 2026 earnings per share (EPS) growth across S&P 500 companies, underpin market resilience. Three key sectors are driving performance, including Energy, which has surprised due to geopolitical factors like the Iran situation. The new Federal Reserve chair's tone suggests ongoing interest rate hikes, though the market appears to have priced in this outlook. Analysts highlight Micron (MU), Caterpillar (CAT), and Sandisk (SNDK) as top large-cap stocks benefiting from recent earnings upgrades, indicating potential strength in coming months.

Latest News

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

25 June 2026
Bloom Energy plunged 5.2% as it prepares to exit the Russell 2000 and join the Russell Top 200 after a 1,000% stock surge, forcing index funds to rebalance amid a $15 billion one-day equity swing; at $309.18, shares trade 24 times the midpoint of its 2026 revenue guide, still 12% above Barclays’ new target.
Figma drops ahead of Russell close with valuation gap stretching

Figma drops ahead of Russell close with valuation gap stretching

25 June 2026
Figma (NYSE:FIG) plunged 9.8% to $16.84—just above its 52-week low—on heavy volume ahead of its addition to the Russell 3000 after Friday’s close, with index funds tracking $12.2 trillion set to rebalance; Figma now trades at about 5x its 2026 revenue guide, 49% below its IPO price, despite 46% Q1 revenue growth and raised guidance, as analysts cite mixed ratings and persistent losses.
Bitcoin Holds $80,000 as ETF Outflows Put Rally Back on Trial

Bitcoin slips near $59,500 as ETF outflows hit options support

25 June 2026
U.S. spot bitcoin ETFs saw $469 million in net outflows on June 24, with IBIT and FBTC accounting for about 77% of the total, sending IBIT down 1.1% and MSTR plunging 9.3%; Citi says ETF flows explain 45% of weekly BTC return variation, highlighting outflows as a key signal for investor sentiment as bitcoin tests the high-$50,000s.
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