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Technology 5 March 2026 - 6 March 2026

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 announced March 4 that its Airobotics unit landed a $20 million initial order to kick off work on a national autonomous border-protection initiative, shifting a December tender award into hands-on execution. The following day, March 5, the drone-and-wireless firm named McKinsey senior partner David Chinn to the board of its Ondas Autonomous Systems division.
6 March 2026
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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 on Thursday said revenue could approach $15 billion by fiscal 2028, above Wall Street estimates, and lifted its fiscal 2027 outlook, saying demand from artificial-intelligence data centers remained strong. Shares rose about 15% in extended trading after the chipmaker also forecast first-quarter revenue above market estimates.
6 March 2026
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Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir stock in focus: Pentagon’s Anthropic ban forces Maven AI rewrite

Palantir Technologies Inc is being forced to overhaul its Maven Smart Systems, which serves the Pentagon, after U.S. defense officials ordered contractors to sever commercial deals with AI lab Anthropic, according to two sources. Maven’s workflows currently run on Claude, Anthropic’s AI model, and Palantir is now required to replace it, one person said. Defense Secretary Pete Hegseth has made it clear: “effective immediately” contractors are prohibited from “conduct[ing] any commercial activity” with Anthropic. CEO Alex Karp didn’t mince words, warning that companies who “screw the military” could face “the nationalization of our technology.” https://www.reuters.com/technology/palantir-faces-challenge-remove-anthropic-pentagons-ai-software-2026-03-04/
5 March 2026
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Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

Advanced Micro Devices (AMD) Faces Fresh U.S. AI Chip Export Risk as Washington Weighs New Rules

U.S. regulators are considering a fresh set of export rules for artificial-intelligence chips, a move that might extend licensing requirements to Advanced Micro Devices. Under the proposal, foreign governments seeking to buy substantial quantities of AI chips could be required to invest in U.S. data centers or provide security assurances. Such changes would put the spotlight back on a business AMD has been eager to grow.
5 March 2026
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Ondas Inc lands $20 million border drone order as national autonomous program kicks off

Ondas Inc lands $20 million border drone order as national autonomous program kicks off

Ondas Inc’s Airobotics division landed a $20 million first purchase order as the prime contractor for a national autonomous border-protection program, pushing the project forward into development and staged rollout. “An important milestone in our evolution,” CEO Eric Brock said. OAS co-CEO Oshri Lugassy pointed to the deal as reflecting “the future of sovereign border defense.”
5 March 2026
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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 Enterprises, Inc said it’s moving ahead with a $2.4 billion contract to supply equipment for AI-focused data center campuses backed by Applied Digital. The stock shot up almost 31% early Wednesday, following news that fourth-quarter revenue hit $161.0 million—outpacing the $155.6 million average estimate from analysts, according to LSEG data.
5 March 2026
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Okta flags slowest growth since IPO as revenue outlook disappoints

Okta flags slowest growth since IPO as revenue outlook disappoints

Okta is calling for first-quarter revenue between $749 million and $753 million, trailing the $754.61 million analyst consensus from LSEG data quoted by Reuters. That’s the company’s slowest projected growth since its IPO in 2017, with management citing economic uncertainty hitting enterprise tech budgets. https://www.reuters.com/business/okta-forecasts-slowest-revenue-growth-since-ipo-amid-economic-uncertainty-2026-03-04/
5 March 2026
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LSEG grabs ASX 24 derivatives platform upgrade deal as Australia overhauls market plumbing

LSEG grabs ASX 24 derivatives platform upgrade deal as Australia overhauls market plumbing

London Stock Exchange Group plc has struck a deal with Australia’s ASX to upgrade the ASX 24 derivatives trading platform. Under the agreement, LSEG Markets Technology will provide what it describes as a high-performance, low-latency solution. “We are proud to partner with ASX in delivering next‑generation trading infrastructure that enhances resilience, strengthens performance, and enables innovation,” said Bruce Kellaway, global head of LSEG Markets Technology.
5 March 2026
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Coles faces fresh heat over Palantir tie as GetUp petition forces response

Coles faces fresh heat over Palantir tie as GetUp petition forces response

Coles Group Ltd confirmed it relies on Palantir’s software for business analytics and internal planning, following a fresh petition from activist group GetUp pushing the retailer to drop the U.S. data firm amid surveillance worries. A Coles spokesperson said the system is used by staff for bakery output planning, rostering, and assessing the impact of promotions. Palantir, for its part, maintains its software is restricted to processing data as directed by clients.
5 March 2026
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