Today: 28 March 2026
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Technology 3 March 2026 - 5 March 2026

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

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

Babcock & Wilcox received full notice to proceed on a $2.4 billion contract to supply equipment for Applied Digital’s AI data center campuses. The deal includes four 300-megawatt natural gas-fired boiler and generator systems. Shares rose nearly 31% after B&W reported fourth-quarter revenue of $161 million, beating analyst estimates. A securities filing set a fixed fee of about $434.8 million plus variable charges.
5 March 2026
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Okta stock whipsaws after AI-agent lift and earnings beat — then guidance points to slower growth

Okta stock whipsaws after AI-agent lift and earnings beat — then guidance points to slower growth

Okta shares fell about 1% in after-hours trading Wednesday after the company projected roughly 9% revenue growth for fiscal 2027. Fourth-quarter revenue rose 11% to $761 million, with adjusted profit at 90 cents per share. Okta is rolling out new security controls for AI agents. Remaining performance obligations climbed 15% to $4.83 billion.
5 March 2026
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Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir stock price jumps as Pentagon’s Anthropic ban hits Maven — what’s next for PLTR

Palantir shares rose 4% to $153.19 in after-hours trading after a Pentagon order to remove Anthropic’s Claude from military AI systems. The move affects Palantir’s Maven contracts worth over $1 billion and prompted federal agencies to shift to OpenAI and Google products. Defense Secretary Pete Hegseth ordered immediate compliance. The Pentagon, Anthropic, and Palantir declined to comment.
4 March 2026
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CrowdStrike stock holds steady after upbeat 2027 forecast as Wall Street sizes up ARR

CrowdStrike stock holds steady after upbeat 2027 forecast as Wall Street sizes up ARR

CrowdStrike shares traded near $391 Wednesday after volatile swings, following a fourth-quarter revenue jump of 23% to $1.31 billion and ARR of $5.25 billion, up 24%. The company’s fiscal 2027 revenue forecast topped Wall Street estimates. Investors are watching ARR growth and cash flow amid rising AI-driven competition. Costs tied to the 2024 Windows outage reached $117.7 million for fiscal 2026.
4 March 2026
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Lumentum stock wobbles as Nvidia’s $2 billion optics deal sinks in, with traders eyeing what’s next

Lumentum stock wobbles as Nvidia’s $2 billion optics deal sinks in, with traders eyeing what’s next

Lumentum shares fell 0.8% to $688.94 after sharp swings following Nvidia’s $2 billion investment and purchase commitment for AI data-center optics. The deal includes 2.87 million Series A preferred shares sold to Nvidia at $695.31 each, pending antitrust review. Investors await capacity details at Lumentum’s OFC 2026 briefing on March 17. Needham raised its price target to $850, citing new laser supply commitments.
4 March 2026
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Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia’s $4 Billion Optics Bet: What It Signals for AI Chips and Data Centers

Nvidia will invest $2 billion each in Lumentum and Coherent, securing long-term supply and capacity rights for optical networking parts used in AI data centers. A Coherent filing showed Nvidia bought 7.79 million shares for $2 billion in a private placement. The agreements include multibillion-dollar purchase commitments and support for U.S. manufacturing expansion.
4 March 2026
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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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Stock Market Today

  • Analysts Back Barratt Redrow as Top FTSE 100 Buy in April
    March 28, 2026, 5:20 AM EDT. Barratt Redrow, the UK's largest housebuilder by volume, has seen its FTSE 100 stock fall 38% over the past year amid sector-wide challenges like excess inventory, rising costs, and high interest rates. Despite CEO turnover and profit warnings, analysts project a robust 76% price gain, citing Barratt Redrow's significant cost advantage through scale, accounting for 10% of UK homebuilding. The sector's cyclical downturn and macroeconomic pressures, including inflation linked to the Iran conflict, underpin near-term risks. However, the structural housing shortage and Barratt Redrow's ability to negotiate supplier costs are seen as key factors for long-term recovery. With the highest analyst price target gap in the FTSE 100, it emerges as a favored stock for potential gains if broader economic conditions improve.
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