Today: 3 March 2026
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Artificial Intelligence 27 February 2026 - 2 March 2026

Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir stock jumps nearly 6% after hours as U.S. AI clampdown, Iran strikes drive defense trade

Palantir shares rose 5.8% to $145.17 in after-hours trading Monday, extending gains after U.S. agencies began phasing out Anthropic’s AI tools following a Trump administration order. The move put government tech suppliers in focus as traders also tracked Middle East tensions and awaited U.S. economic data. Palantir’s market value reached about $433 billion.
2 March 2026
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Caterpillar stock rises as CAT pitches CONEXPO automation push, rolls out Cat AI Assistant

Caterpillar stock rises as CAT pitches CONEXPO automation push, rolls out Cat AI Assistant

Caterpillar shares rose 1.4% to $753.29 Monday after the company announced new rentals, service programs, and autonomy demos tied to the CONEXPO-CON/AGG show in Las Vegas. The company will launch Cat Rentals, expand AI features, and demo operatorless machinery. Investors are watching a March 4 keynote and a Jefferies fireside chat March 5. Industrials broadly gained, with the sector ETF up 1%.
2 March 2026
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ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly

ASML’s next AI bet: New chip packaging tools beyond its EUV monopoly

ASML plans to expand beyond EUV lithography machines into advanced packaging tools for AI chips, CTO Marco Pieters said. Shares have risen over 30% this year, valuing the company at about $560 billion. Pieters said ASML is researching larger chip sizes, new generations of EUV, and AI integration in its tools. The company expects qualifying new equipment for stacked chip designs will take time.
2 March 2026
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Western Digital (WDC) stock slides about 3% as WD exec flags 32TB drive shipments and AI demand

Western Digital (WDC) stock slides about 3% as WD exec flags 32TB drive shipments and AI demand

Western Digital shares fell about 3% to $271.26 in Monday afternoon trading, underperforming major U.S. indexes. WD shipped 3.5 million 32TB nearline hard drives last quarter, according to its sales director. Investors are watching the company’s March 3 appearance at a Morgan Stanley conference for demand updates. Seagate and Sandisk shares also declined.
2 March 2026
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Microsoft stock rises as UAE AI spending details land amid oil shock and OpenAI deal buzz

Microsoft stock rises as UAE AI spending details land amid oil shock and OpenAI deal buzz

Microsoft shares rose 1.2% to $397.31 in morning trading Monday, outperforming other tech giants as oil and gas prices jumped after Middle East strikes disrupted energy routes. The company confirmed $15.2 billion in AI and cloud investments in the UAE through 2029, with $7.3 billion already spent. Investors are watching for Microsoft’s SharePoint event later Monday and its next earnings report in late April.
2 March 2026
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WiseTech Global stock slides 4.7%: AI job cuts, CEO buy and dividend dates now in focus

WiseTech Global stock slides 4.7%: AI job cuts, CEO buy and dividend dates now in focus

WiseTech Global shares fell 4.7% to A$45.29 Monday after recent volatility and ongoing scrutiny over its AI-driven overhaul and 2,000 planned job cuts. CEO Zubin Appoo purchased A$1 million in shares last week. The company reaffirmed FY26 revenue guidance and reported a half-year net profit of $68.1 million. Tech stocks lagged as broader markets held steady.
2 March 2026
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Meta stock heads into Monday on the back foot after report of Google AI chip rental deal

Meta stock heads into Monday on the back foot after report of Google AI chip rental deal

Meta shares closed at $648.18 Friday, down 1.34%, and slipped further after hours following a report of a multi-year, multi-billion-dollar deal to rent Google’s AI chips. Meta and Google declined to comment. Investors are watching for Meta CFO Susan Li’s appearance at a Morgan Stanley conference March 4 and fresh U.S. jobs data due March 6.
1 March 2026
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Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia stock price: NVDA heads into new week after 4% fall as OpenAI funding and GTC chip talk loom

Nvidia shares fell 4.2% to $177.19 Friday after a sharp post-earnings drop. Investors weighed reports of a new AI processor platform possibly debuting at GTC next month and OpenAI’s $110 billion fundraising, including $30 billion from Nvidia. Broader markets also slid after hotter-than-expected U.S. producer price data renewed rate cut uncertainty.
1 March 2026
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Amazon stock in focus after $50 billion OpenAI partnership lands in SEC filing

Amazon stock in focus after $50 billion OpenAI partnership lands in SEC filing

Amazon disclosed a $50 billion investment and expanded partnership with OpenAI, making AWS the exclusive third-party cloud provider for OpenAI’s new enterprise platform. Amazon shares closed up 1% at $210.00 Friday, while the S&P 500 fell 0.4% and the Nasdaq dropped 0.9%. OpenAI is raising $110 billion at a reported $840 billion valuation. Traders await U.S. factory data and Friday’s jobs report.
1 March 2026
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Block stock price surges after Jack Dorsey’s AI-driven layoffs — what to watch next

Block stock price surges after Jack Dorsey’s AI-driven layoffs — what to watch next

Block shares surged 16.8% to $63.70 Friday after the company announced over 4,000 job cuts and forecast higher profits. CEO Jack Dorsey said the workforce will drop from over 10,000 to under 6,000 as AI tools reshape operations. Block expects 2026 gross profit of $12.2 billion and a 26% margin. The company will report first-quarter results on May 7.
28 February 2026
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Dell stock price jumps 22% on AI server forecast — what to watch when markets reopen

Dell stock price jumps 22% on AI server forecast — what to watch when markets reopen

Dell shares jumped 21.9% Friday after the company raised its fiscal 2027 outlook, citing a $43 billion AI server backlog and higher capital returns. Fourth-quarter revenue rose 39% to $33.38 billion, with AI-optimized server revenue up 342% to $9 billion. Dell forecast fiscal 2027 revenue of $138–$142 billion. The stock closed at $148.08, with 33.3 million shares traded.
28 February 2026
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Amazon stock price at $210: OpenAI $50 billion deal puts AWS Trainium in focus

Amazon stock price at $210: OpenAI $50 billion deal puts AWS Trainium in focus

Amazon shares rose 1% to $210 Friday after OpenAI said Amazon will invest $50 billion in its new funding round, with AWS set as exclusive cloud provider for OpenAI Frontier. An Amazon filing detailed a $35 billion equity commitment and a separate $15 billion investment due by March 2026. OpenAI’s round values it at $840 billion. Investors await next week’s U.S. jobs report.
28 February 2026
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Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

Nasdaq ends February with weekly drop as AI jitters bite; jobs report is next test

The Nasdaq Composite fell 0.9% Friday to 22,668.21, ending its worst month since March 2025. Tech and financial shares led declines as inflation data and AI disruption fears weighed on sentiment. Nvidia dropped 4.2%, while Zscaler slid 12.2% after earnings. Focus turns to the March 6 U.S. jobs report and Broadcom results.
28 February 2026
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Salesforce stock price slips after hours: $50B buyback, Agentforce AI and what Wall Street watches next

Salesforce stock price slips after hours: $50B buyback, Agentforce AI and what Wall Street watches next

Salesforce shares fell 2.35% to $194.79 Friday and edged lower after hours. The company forecast fiscal 2027 revenue slightly below analyst expectations and announced a $50 billion buyback. Stifel and DA Davidson cut price targets, citing concerns over AI adoption and slower growth in older products. Investors are watching next week’s U.S. jobs report for broader tech market signals.
28 February 2026
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Alphabet GOOG stock price rises on Meta AI chip deal, then slips after hours amid new Google ads probe

Alphabet GOOG stock price rises on Meta AI chip deal, then slips after hours amid new Google ads probe

Alphabet shares rose 1.4% Friday after reports Meta signed a multi-year deal to rent Google’s AI chips, then slipped 0.5% in after-hours trading. Belgium’s competition authority opened a preliminary antitrust probe into Google’s online ad sales. Alphabet’s trading volume hit 33 million shares, above its 50-day average. The company forecast 2026 capital expenditures could reach up to $185 billion.
28 February 2026
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Meta stock slips after hours as Google AI chip rental report and EU legal setback keep costs in focus

Meta stock slips after hours as Google AI chip rental report and EU legal setback keep costs in focus

Meta shares fell 2.8% to $648.18 in after-hours trading Friday after reports the company signed a multi-year deal to rent Google’s AI chips. The White House plans to meet with major AI firms next week to discuss electricity costs tied to data centers. An EU court adviser backed regulators seeking information in antitrust probes involving Meta. Louisiana utility regulators denied a request to investigate a $27 billion Meta data center deal.
27 February 2026
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Amazon stock slips after-hours as $50 billion OpenAI deal puts AWS AI push back in focus

Amazon stock slips after-hours as $50 billion OpenAI deal puts AWS AI push back in focus

Amazon shares fell 2.3% to about $210 in after-hours trading Friday after the company announced a $50 billion investment in OpenAI as part of a $110 billion funding round. The deal expands Amazon’s cloud partnership with OpenAI, including exclusive hosting for OpenAI’s enterprise platform and a commitment to supply 2 gigawatts of Trainium chip capacity. Investors are watching for further details and Amazon’s next earnings on April 30.
27 February 2026
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Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft stock price slides as OpenAI’s $110B funding deal puts the Azure tie-up back in focus

Microsoft shares fell 2.2% to $392.74 Friday, holding steady after hours. OpenAI announced a $110 billion funding round valuing it at $840 billion, with Amazon, Nvidia, and SoftBank investing. OpenAI named AWS as exclusive cloud provider for its Frontier platform, while Microsoft Azure remains exclusive for OpenAI APIs. Both firms said the new deals do not alter their existing partnership.
27 February 2026
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Goldman Sachs stock sinks 7% as AI credit jitters and hot PPI hit banks

Goldman Sachs stock sinks 7% as AI credit jitters and hot PPI hit banks

Goldman Sachs shares fell 7.3% to $861.23 Friday, dragging the Dow down 660 points. Financial stocks sold off as AI-driven credit concerns intensified after U.S. producer prices rose 0.5% in January. Goldman’s asset management arm reported a 3.5% redemption rate in private credit for Q4 and $568 million in new subscriptions on Feb. 1. Markets await ISM and jobs data for further direction.
27 February 2026
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