March 20, 2026 1:40 pm
Key Moments Tesla (NASDAQ:TSLA) plans to buy about $2.9 billion in solar equipment from Chinese suppliers, according to a Reuters report. The move supports Tesla’s goal of building 100 gigawatts of U.S. solar capacity by 2028. As a result, Tesla’s 2026 capital spending could exceed its $20 billion guidance, analysts say. Scope of Tesla’s Solar […]
Read moreMarch 20, 2026 11:21 am
Key Moments Amazon is developing a new phone, internally called “Transformer,” in its devices and services unit. The device aims to integrate Alexa and AI features, potentially reducing reliance on traditional app stores. The project is in development with no fixed launch date and could still be canceled if strategy or finances change. Amazon Returns […]
Read moreMarch 20, 2026 8:51 am
Key Moments FedEx reported that early March shipment demand has been stable despite the war in Iran and associated disruptions. The company raised its full-year adjusted earnings guidance to a range of $19.30 to $20.10 per share following a record holiday peak season. Grounding of FedEx’s MD-11 fleet linked to a November 2025 crash drove […]
Read moreMarch 19, 2026 2:28 pm
Key Highlights From Google’s New Energy Agreements Google signs deals with five U.S. utilities to curb peak power use. Agreements help secure electricity for fast-growing data centers. Demand-response plans reduce consumption during high grid stress. Peak Power Challenges AI Data Center Expansion Access to large electricity supplies is a key challenge for AI expansion. Google’s […]
Read moreMarch 19, 2026 2:16 pm
Key Highlights From Analyst Research And Orders New Street Research names Nvidia a top stock for 2026. Latest orders suggest stronger long-term revenue potential. Shares trade below 10x projected 2027 earnings per share. Nvidia’s Orders Signal Strong Growth Ahead Analyst Pierre Ferragu highlighted Nvidia’s recent order figures, which imply far higher revenue potential than investors […]
Read moreMarch 19, 2026 1:02 pm
Key Moments From Uber-Rivian Robotaxi Deal Announcement Uber plans to invest up to $1.25B in Rivian through 2031. Deployment of 10,000 R2 autonomous SUVs as robotaxis begins 2028. Rivian shares jumped about 9% in premarket trading. Uber Commits Initial $300M Investment To Rivian Uber will make an initial $300 million investment in Rivian. The remaining […]
Read moreMarch 19, 2026 12:35 pm
Key Moments Micron shares fall about 6% despite strong earnings. Company plans to lift spending above $25B in 2026. AI demand continues to drive chip prices higher. Stock Falls After Spending Plan Micron shares dropped on Thursday, even though the company posted strong results. Investors focused on its large spending plans instead of its earnings. […]
Read moreMarch 18, 2026 3:14 pm
Key Moments Rothschild upgraded Block (NYSE:SQ) to Neutral following a roughly 70% share price drop since its initiation of coverage. The firm now expects about 70% of Block’s future revenue growth to be driven by Cash App, supported by the Borrow unsecured lending product. Rothschild lifted its price target to $55 from $45, projecting about […]
Read moreMarch 18, 2026 2:59 pm
Key Moments Morgan Stanley cited Tesla’s unsupervised robotaxi rollout as the dominant catalyst for the stock in 2026. The bank reported increased confidence in robotaxi and Cybercab production after its TMT conference meetings and Giga Texas tour, with production still targeted to begin in April. Morgan Stanley flagged around $8 billion in near-term cash burn […]
Read moreMarch 18, 2026 1:54 pm
Key Moments U.S. equity index futures were modestly higher by 07:50 ET (11:50 GMT) ahead of the Federal Reserve’s interest rate decision. Lululemon Athletica shares moved lower after the company issued a 2026 outlook that came in below analysts’ revenue and profit projections. Constellation Brands advanced in premarket trading after an analyst upgrade to “buy,” […]
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