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Technology 19 March 2026 - 24 March 2026

Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns

Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns

Amazon shares fell 1.4% to $207.24 Tuesday, about 20% below their 52-week high, as the company faces $200 billion in planned 2026 capital spending, much for AI infrastructure. AWS operations in Bahrain were disrupted by drone activity, the second such incident in a month. The Nasdaq dropped 0.84% amid rising oil prices and Treasury yields. Amazon told AWS customers to migrate to other regions but gave no recovery timeline.
Nokia Oyj Stock Price Climbs 3% as Telecom Rally Puts AI Bet Back in Focus

Nokia Oyj Stock Price Climbs 3% as Telecom Rally Puts AI Bet Back in Focus

Nokia shares rose 2.92% to 7.04 euros in Helsinki Tuesday, while U.S. ADRs gained 1.86%. Telecom stocks outperformed in Europe, with sector gains of 2.5%. Nokia’s AI-driven optical networking push and recent contract wins have fueled a 26% stock rise this year, but some analysts see the rally outpacing near-term results. Vietnam’s 5G contracts to Huawei and ZTE highlight ongoing competition.
Grab Stock Climbs Today After $400 Million Buyback and Taiwan Foodpanda Deal

Grab Stock Climbs Today After $400 Million Buyback and Taiwan Foodpanda Deal

Grab Holdings shares rose 3.4% to $3.77 after announcing a $400 million stock buyback over four months and a $600 million deal to acquire Delivery Hero’s foodpanda Taiwan. The buyback includes a $250 million accelerated repurchase and up to $150 million in contingent purchases. Grab will get 54.9 million shares from JPMorgan initially. The foodpanda deal, Grab’s first outside Southeast Asia, awaits regulatory approval in Taiwan.
Investors Chase Anduril Shares at 40% Premium Ahead of Reported $60 Billion Round

Investors Chase Anduril Shares at 40% Premium Ahead of Reported $60 Billion Round

Investors are bidding up to 40% above Anduril’s expected new fundraising price in secondary markets, seeking shares ahead of a round that could value the defense-tech firm at $60 billion, according to Business Insider. Buy interest accounted for 97% of volume, with sellers at just 3%. Anduril recently won a U.S. Army contract worth up to $20 billion and plans to build its FURY drone in Ohio. The company declined to comment.
24 March 2026
Nokia Stock Price Today: Shares Bounce, but AI Bet Still Needs Proof

Nokia Stock Price Today: Shares Bounce, but AI Bet Still Needs Proof

Nokia’s U.S. shares rose about 1% to $8.06 on Monday as Wall Street rebounded and oil prices dipped after Washington paused planned strikes on Iranian power plants. The stock had fallen nearly 4% Friday and remains below its March 16 high. Nokia recently launched new fiber-networking products and expanded AI partnerships with TIM Brasil and Deutsche Telekom. The company’s annual meeting is set for April 9, with Q1 results due April 23.
Why Micron Technology Stock Price Fell Again Despite Its S&P 100 Debut

Why Micron Technology Stock Price Fell Again Despite Its S&P 100 Debut

Micron Technology shares dropped 4.4% to $404.25 Monday despite joining the S&P 100, while the Nasdaq rose. Investors reacted to Micron’s plan for over $25 billion in capital spending for fiscal 2026 and a further increase in 2027, raising concerns about oversupply. The company’s recent revenue forecast beat estimates, but doubts linger over the durability of AI-driven demand.
Plug Power Stock Price Rises 3.6% as Investor Pitch Revives Turnaround, Data-Center Bet

Plug Power Stock Price Rises 3.6% as Investor Pitch Revives Turnaround, Data-Center Bet

Plug Power shares rose 3.59% to $2.31 Monday after the company announced its CFO and investor-relations head would meet investors at Roth’s annual growth conference. Plug reported 2025 revenue of about $710 million, a positive Q4 gross margin, and $368.5 million in unrestricted cash. A securities-fraud class action was filed Monday over statements tied to a $1.66 billion DOE loan and halted hydrogen plants.
Archer Aviation (ACHR) Stock Falls 4% Despite White House Air-Taxi Pilot Boost

Archer Aviation (ACHR) Stock Falls 4% Despite White House Air-Taxi Pilot Boost

Archer Aviation shares fell 4.3% to $5.76 after projects involving the company were picked for a new federal eVTOL pilot program. Archer ended 2025 with $2.0 billion in liquidity but posted a Q4 adjusted EBITDA loss of $137.9 million and expects a deeper loss in Q1 2026. Analysts flagged ongoing capital needs and possible further dilution. Peers Joby Aviation and Vertical Aerospace also declined amid a broader market selloff.
Lam Research Stock Price Drops 2.4%: Why LRCX Slid Even as AI Chip Demand Held Up

Lam Research Stock Price Drops 2.4%: Why LRCX Slid Even as AI Chip Demand Held Up

Lam Research shares fell 2.4% to $228.36 Friday amid a tech selloff that sent the Nasdaq down 2.01% as oil prices climbed and rate concerns mounted. Lam forecast March-quarter revenue of about $5.7 billion, above estimates, but flagged risks from trade regulations and heavy China exposure. Peers ASML and KLA also declined, while Applied Materials was flat. Lam and IBM recently announced a five-year chip technology collaboration.
AeroVironment Wins $135 Million Army Drone Contracts After Cutting 2026 Outlook

AeroVironment Wins $135 Million Army Drone Contracts After Cutting 2026 Outlook

AeroVironment secured nearly $135 million in new U.S. Army contracts, including a $117.3 million order for P550 long-range reconnaissance drones and $17.6 million for Red Dragon systems. The awards follow the company’s recent cut to its fiscal 2026 revenue outlook and a $151.3 million goodwill impairment after a Space Force program halt. Completion of the P550 order is expected by July 2026.
QuantumScape Stock Price Falls 4% as Oil Shock, Rising Rates Hit EV Battery Plays

QuantumScape Stock Price Falls 4% as Oil Shock, Rising Rates Hit EV Battery Plays

SpaceX launched a Falcon 9 with 29 Starlink satellites from Cape Canaveral on Sunday, marking its 37th mission of 2026. The company now has over 10,000 active Starlink satellites in orbit. Amazon plans its next Atlas V launch for its rival Leo network from Cape Canaveral on March 29. NASA and astronomers have raised concerns about satellite light pollution affecting space observations.
Lyft Stock Price Today: Shares Steady After Jefferies Cut Flags U.S. Slowdown and Waymo Risk

Lyft Stock Price Today: Shares Steady After Jefferies Cut Flags U.S. Slowdown and Waymo Risk

Lyft shares rose 0.7% to $13.47 Friday after Jefferies cut its price target and warned of slower U.S. rideshare growth and Waymo’s gains. Jefferies said Lyft’s U.S. growth slowed for seven quarters, with Waymo’s weekly paid rides tripling in 2025. Uber announced a $1.25 billion Rivian investment and plans for 10,000 autonomous SUVs. Lyft unveiled new AI partnerships but faces skepticism over future demand.
Cisco Stock Price Falls 1% as Heavy Volume, Rate Fears Eclipse Nvidia AI Push

Cisco Stock Price Falls 1% as Heavy Volume, Rate Fears Eclipse Nvidia AI Push

Cisco shares fell $0.85 to $77.65 Friday amid a broad tech selloff that sent the S&P 500 to its lowest close since September. Trading volume in Cisco topped 90.3 million shares, over four times its three-month average, during a session marked by triple witching. Chief Legal Officer Deborah Stahlkopf disclosed selling 7,981 shares earlier in the week. Cisco’s drop was smaller than losses in Nvidia, Broadcom, and Arista Networks.
Sandisk Stock Pulls Back After Citi Raises Target as 1,200% AI Rally Meets Valuation Test

Sandisk Stock Pulls Back After Citi Raises Target as 1,200% AI Rally Meets Valuation Test

Citi raised Sandisk’s price target to $875 from $750 after Micron’s strong quarterly results, but Sandisk shares fell 4.4% to $738.50 in early Friday trading. Micron, Western Digital, and Seagate also dropped. Sandisk’s stock has surged over 1,200% in the past year, outpacing the average analyst target of $570. Micron reported record revenue and raised its capital spending outlook.
Planet Labs Earnings Beat as Record Revenue Brings Nvidia AI Push Into Focus

Planet Labs Earnings Beat as Record Revenue Brings Nvidia AI Push Into Focus

Planet Labs reported fourth-quarter revenue up 41% to $86.8 million and full-year sales rising 26% to $307.7 million, both above analyst expectations. Remaining performance obligations jumped 106% to $852.4 million. The company forecast fiscal 2027 revenue between $415 million and $440 million. Planet is expanding AI and GPU-based image processing in partnership with Nvidia.
Tencent Music Stock Price Near $10 After Guidance Miss Sparks Fresh Wall Street Cuts

Tencent Music Stock Price Near $10 After Guidance Miss Sparks Fresh Wall Street Cuts

Tencent Music shares rose 0.8% to $10.38 Thursday after plunging nearly 25% Tuesday on weak 2026 guidance and plans to stop quarterly user disclosures. Fourth-quarter revenue climbed 15.9% to 8.64 billion yuan, but first-quarter and full-year outlooks missed estimates. Multiple analysts cut ratings or targets, citing lower visibility and rising competition. Parent Tencent plans higher AI spending in 2026.
SanDisk Stock (SNDK) Slips Even After Citi Lifts Target to $875 as AI Rally Faces Valuation Test

SanDisk Stock (SNDK) Slips Even After Citi Lifts Target to $875 as AI Rally Faces Valuation Test

SanDisk shares fell 1.5% to $742.50 Thursday despite Citi raising its price target to $875. The stock has surged since reporting second-quarter revenue up 61% year-over-year and strong AI-driven demand for NAND flash. Micron dropped 2.9% after raising its 2026 capital spending forecast by $5 billion. Wall Street’s average target for SanDisk stands at $688.33, implying downside.
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Stock Market Today

  • Live Cattle Futures Rise on Cattle on Feed Report, Export Sales Spike
    April 25, 2026, 5:19 AM EDT. Live cattle futures gained 15 to 35 cents on Friday as traders digested the USDA's Cattle on Feed report, which showed January placements up 1.73% and marketings 1.41% higher year-on-year, slightly below expectations. Cash cattle prices declined $3-4 amid slow trading. Feeder cattle futures surged $1.60 for March, with the CME Feeder Cattle Index rising slightly to $278.84. Managed money remains bullish with a record net long in feeder cattle futures. Beef export sales jumped 64% to 21,481 metric tonnes, led by Japan and South Korea, though shipments hit a four-week low. The National Wholesale Boxed Beef report showed price declines for Choice and Select cuts, while federally inspected cattle slaughter edged higher versus the prior week but stayed below last year's levels.

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, 5:31 AM EDT Live Cattle Futures Rise on Cattle on Feed Report, Export Sales Spike April 25, 2026, 5:19 AM EDT. Live cattle futures gained 15 to 35 cents on Friday as traders digested the USDA's Cattle on Feed report, which showed January placements up 1.73% and marketings 1.41% higher year-on-year, slightly below expectations. Cash cattle prices declined $3-4 amid slow trading. Feeder cattle futures surged $1.60 for March, with the CME Feeder Cattle Index rising slightly to $278.84. Managed money remains bullish with a record net long
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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