March 17, 2026 10:58 am
Key Moments Uber Technologies shares rose 2% in premarket trading after announcing a robotaxi partnership with Nvidia. Robotaxi services will launch in Los Angeles and San Francisco in 2027 and expand to 28 cities globally by 2028. The collaboration will use Nvidia’s DRIVE Hyperion platform and Alpamayo AI as part of Uber’s multi-partner autonomous strategy. […]
Read moreMarch 17, 2026 10:43 am
Key Moments Amazon introduced 1-hour and 3-hour shipping in U.S. markets, including major cities like Los Angeles and Chicago. The 1-hour service covers more than 90,000 items and uses Amazon’s existing same-day delivery infrastructure, with grocery options available in select areas. Prime members pay $9.99 for 1-hour delivery and $4.99 for 3-hour delivery, while non-Prime […]
Read moreMarch 17, 2026 10:04 am
Key Moments Honeywell International’s CEO said the Middle East conflict could reduce first-quarter revenue by a high-single-digit percentage. The company is maintaining its 2026 financial targets, calling the disruption a tactical, timing-related issue. Honeywell’s shares have declined about 3.7% since the conflict started more than two weeks ago. Short-Term Headwinds From Middle East Conflict March […]
Read moreMarch 17, 2026 8:45 am
Key Moments Alphabet’s Google has been in talks with Envicool (SZ:002837) and other Chinese companies to source liquid cooling systems for data centers, according to a Reuters report. A procurement team from Google’s Taiwan operations recently visited China amid a tight global supply of AI-related cooling components, Reuters reported. JPMorgan estimates, as cited by Reuters, […]
Read moreMarch 17, 2026 8:34 am
Key Moments Tesla (NASDAQ:TSLA) and LG Energy Solution (KS:373220) will invest $4.3 billion in a new battery plant in Lansing, Michigan. The facility will start producing lithium iron phosphate (LFP) prismatic battery cells in 2027. These cells will be used in Tesla’s Megapack 3 energy storage systems in Houston. The project was announced alongside other […]
Read moreMarch 16, 2026 3:13 pm
Key Moments Seaport downgraded Qualcomm to Sell from Neutral, citing an “incredible shrinking TAM” in smartphones. Global phone shipments are expected to decline 10%-15% this year amid higher memory prices and weaker handset demand. Apple’s ongoing move to replace Qualcomm components and in-house chip efforts by major vendors are increasing long-term risks to Qualcomm’s core […]
Read moreMarch 16, 2026 2:35 pm
Key Moments Apple introduced its second-generation AirPods Max over-ear headphones at a price of $549. The new AirPods Max 2 features Apple’s H2 chip, enhanced active noise cancellation and an updated microphone system. Orders are set to open on March 25 in more than 30 countries, with in-store availability slated for early next month. Apple […]
Read moreMarch 16, 2026 1:40 pm
Key Moments Salesforce Inc shares were trading about 2.5% higher in premarket trading on Monday following the start of a $25 billion share repurchase. The company initiated accelerated share repurchase agreements on March 11 covering an initial delivery of approximately 103 million shares. The transaction immediately executes half of Salesforce’s previously authorized $50 billion aggregate […]
Read moreMarch 16, 2026 10:07 am
Key Moments Meta shares gained more than 3% in premarket trading by 05:18 ET after reports the company may cut over 20% of its workforce. Potential layoffs are aimed at offsetting heavy spending on AI infrastructure, including an announced $600 billion data center buildout by 2028. Analysts estimate that a roughly 20% reduction in staff […]
Read moreMarch 13, 2026 1:03 pm
Key Moments J.P. Morgan identifies five European industrial stocks as key beneficiaries of renewed energy security initiatives amid heightened Middle East tensions. Siemens Energy and Vestas are cited with some of the largest implied upside potentials, at 23% and 32% respectively based on current prices and J.P. Morgan targets. All highlighted names carry Overweight ratings, […]
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