Technology

AeroVironment stock slides as drone maker cuts 2026 outlook after SCAR setback

AeroVironment slashed its full-year revenue and adjusted earnings guidance Tuesday, following word from the U.S. government that it plans to terminate the BADGER agreement linked to the Space Force’s Satellite Communications Augmentation Resource program. The company will still be eligible to bid on future contracts. Shares dropped in after-hours trading after the revenue miss and news of the contract loss landed.

10 March 2026

Aerospace·Drones·Earnings·NASDAQ:AVNT·Technology

Amazon bond sale could hit $42 billion as AI spending race intensifies

Amazon.com is lining up a bond sale worth between $37 billion and $42 billion across both dollars and euros, Bloomberg News said Tuesday—putting the offering among the largest ever seen in corporate debt. Bloomberg also reported that U.S. orders alone totaled roughly $126 billion, overshooting what’s up for grabs.

10 March 2026

Artificial Intelligence·NASDAQ:AMZN·Technology

KLA Corporation stock rises as Barclays lifts chip-equipment outlook ahead of investor day

KLA shares rose on Tuesday after Barclays sharply lifted its forecast for spending on chipmaking equipment, arguing that demand tied to artificial intelligence data centers still had room to run. The note landed two days before KLA's investor day on Thursday, when management is due to lay out longer-term targets and market plans.

10 March 2026

NASDAQ:KLAC·Semiconductors·Stock Market·Technology

CrowdStrike Stock Gets Morgan Stanley Upgrade as Strong Outlook Blunts AI Fears

CrowdStrike Holdings was little changed in afternoon trading on Tuesday after Morgan Stanley upgraded the cybersecurity company to overweight and raised its price target. The shares were at $434.25, up 12 cents from a previous close of $434.13, after a six-session winning streak through Monday.

10 March 2026

Artificial Intelligence·NASDAQ:CRWD·Stock Market·Technology

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

Teradyne Robotics, a unit of Teradyne Inc, said on Tuesday it had taken legal action in Germany against the German subsidiary of China’s Elite Robots, alleging copyright infringement of Universal Robots software. The unit also said it had alerted European safety authorities to concerns related to Elite Robots’ machines.

10 March 2026

NASDAQ:TER·Robotics·Technology

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

Corning jumped roughly 6.5% to $137.50 by midday Tuesday. Ciena and Lumentum, both in the optical networking space, also saw gains, each climbing more than 6%.

10 March 2026

Artificial Intelligence·NYSE:GLW·Stock Market·Technology

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

Cisco Systems is now plugging Splunk analytics into its Nexus Dashboard, the control hub within its Nexus One platform, aiming to speed up network fault detection and push automated fixes for data-center and campus environments. The rollout applies to Nexus 9000 as well as Cisco 8000 switches and routers that are managed via the dashboard.

10 March 2026

Artificial Intelligence·Data Centers·NASDAQ:CSCO·NASDAQ:SPLK·Technology

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

Shares of Marvell Technology ticked about 0.5% higher Tuesday morning, changing hands at $93.11. Buyers kept showing up for the chipmaker, putting faith in its positive AI data-center demand outlook.

10 March 2026

NASDAQ:AMZN·NASDAQ:AVGO·NASDAQ:GOOG·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MRVL·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market·Technology

AMD Settles Adeia Patent Fight as AI Chip Pressure Builds

Advanced Micro Devices has settled two patent suits brought by Adeia and agreed to a multi-year license for the technology firm’s semiconductor intellectual property portfolio, ending a fight over manufacturing methods used in some AMD chips. The companies did not disclose financial terms.

10 March 2026

Artificial Intelligence·NASDAQ:ADEA·NASDAQ:AMD·Semiconductors·Technology

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

Broadcom drew attention again Tuesday, following a Monday close at $345.75, up 4.6%. The chipmaker stood out among top performers on the Philadelphia semiconductor index. Gains accelerated late, continuing momentum sparked by last week’s optimistic AI forecast.

10 March 2026

Artificial Intelligence·NASDAQ:AVGO·Stock Market·Technology

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

Compass Group PLC was slated for back-to-back investor sessions again Tuesday, booking stops in both Aventura, Florida, and London, following Monday’s Bank of America gathering in Miami, according to the company’s schedule. Management is facing investors with renewed momentum after last month’s upbeat Q1 update—though AI concerns have tempered some of the enthusiasm.

10 March 2026

LSE:CPG·Stock Market·Technology

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

Vodafone Group’s UK joint venture, VodafoneThree, is negotiating with Virgin Media O2 for a broadband wholesale agreement, according to reports from the Financial Times and The Times in the past two days. The deal would give VodafoneThree access to sell fixed-line broadband services using Virgin Media O2’s network.

10 March 2026

LSE:VOD·Technology

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

Micron Technology shares gained roughly 2.3% Monday, with Citi and Susquehanna lifting their price targets ahead of the chipmaker’s results set for March 18. Korean media over the weekend reported Nvidia's Vera Rubin AI system will use HBM4 chips from Samsung Electronics and SK Hynix, skipping Micron. The stock was changing hands at $378.78 during the afternoon session.

9 March 2026

Artificial Intelligence·Industry Analysis·NASDAQ:MU·Semiconductors·Stock Market·Technology

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

Lumentum Holdings surged roughly 10.6% Monday, bucking the slide across U.S. equities as buyers piled in before the photonics group's upcoming S&P 500 inclusion later this month. Shares recently changed hands near $617.81 in New York.

9 March 2026

Artificial Intelligence·NASDAQ:COHR·NASDAQ:LITE·NASDAQ:MTCH·NASDAQ:NVDA·NASDAQ:PAYC·NASDAQ:SATS·NYSE:LW·NYSE:MOH·NYSE:VRT·Stock Market·Technology

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

Aureus Greenway Holdings said on Monday it agreed to buy Autonomous Power, which does business as Powerus, in an all-stock deal designed to take the drone maker public. The combined company will be renamed Powerus Corp, while the Nasdaq-listed golf-course operator has also arranged about $9 million of fresh financing to support the deal.

9 March 2026

NASDAQ:AGH·Technology

Micron stock slides before the bell as S&P 100 move and earnings loom

Micron Technology shares fell sharply before the bell Monday, dropping roughly 6.7% to $370.30. U.S. stock index futures lost more than 1% and oil prices spiked, turning up the heat on risk assets.

9 March 2026

Earnings Reports·NASDAQ:MU·Stock Market·Technology

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

Palantir Technologies shares finished the week higher, catching a lift after the U.S. government took aim at a major AI supplier—a move that rattled defense software supply chains. The stock settled at $157.16 on Friday.

7 March 2026

Artificial Intelligence·Defense Industry·NASDAQ:MSFT·NYSE:PLTR·Stock Market·Technology

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

Amazon.com faces the week ahead with a resolved tech hiccup in its wake. The company said a glitch in a software code deployment caused hours of trouble for shoppers, spilling over to some other services before engineers sorted it out. “We have resolved the issue … and website and app are now running smoothly,” an Amazon spokesperson said.

7 March 2026

NASDAQ:AMZN·Stock Market·Technology

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

Micron Technology slid 6.7% Friday, closing at $370.30. That puts the stock on its heels heading into next week, with traders debating if this marks a routine chip sector shakeout or signals something more ominous just before earnings.

7 March 2026

Artificial Intelligence·Earnings Reports·NASDAQ:MU·Stock Market·Technology

Sea shares whipsaw again after Shopee growth target sparks a spending worry

Sea Ltd slipped roughly 2% Friday morning in New York, paring some of Thursday’s 8.2% pop as the market digested the company’s intentions for increased spending. Shares traded at $93.53, down 2.1% as of 9:43 a.m. ET. https://stockanalysis.com/stocks/se/history/

6 March 2026

E-Commerce·NASDAQ:SE·Stock Market·Technology

Technology 6 March 2026 - 10 March 2026

AeroVironment stock slides as drone maker cuts 2026 outlook after SCAR setback

Amazon bond sale could hit $42 billion as AI spending race intensifies

KLA Corporation stock rises as Barclays lifts chip-equipment outlook ahead of investor day

CrowdStrike Stock Gets Morgan Stanley Upgrade as Strong Outlook Blunts AI Fears

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

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

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

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

AMD Settles Adeia Patent Fight as AI Chip Pressure Builds

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

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

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

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

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

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

Micron stock slides before the bell as S&P 100 move and earnings loom

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

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

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

Sea shares whipsaw again after Shopee growth target sparks a spending worry

TechStock² Updates

FDA Decision on Replimune (NASDAQ:REPL) Prompts $763 Million in Melanoma Stock Shifts

Super Micro Computer, Inc. (NASDAQ:SMCI) Stock Comes Under Pressure as Cash-Flow Concerns Emerge Despite Margin Recovery

Nu Holdings Ltd. (NYSE:NU) Nears Mexico Bank Rollout, Puts Stock Price Under Scrutiny

SK hynix (KRX:000660) approaches ADR convergence milestone following 30% rally in Seoul

BP (LON:BP) North Sea deal may account for 10%-13% of disposal target ahead of Q2 report

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