March 31, 2026 12:42 pm
Key Moments Nvidia has invested $2 billion in Marvell Technology, according to a joint statement. Marvell will become part of the Nvidia AI ecosystem as a result of the agreement. The companies said on Tuesday that the investment and partnership are aligned around artificial intelligence. Overview of the Investment On March 31, Nvidia disclosed a […]
Read moreMarch 31, 2026 11:51 am
Key Moments Amazon’s Leo satellite unit agreed to equip 500 Delta Air Lines aircraft with in-flight Wi-Fi starting in 2028, its second major airline partnership. Amazon has launched 214 Leo satellites since April 2025, with more than 20 additional launches planned over the next 12 months as it targets global service. Delta currently uses Viasat […]
Read moreMarch 31, 2026 8:06 am
Key Moments Future Plc reduced its full-year 2026 guidance by 15% to 20% following weaker-than-expected Google-derived audience traffic. First-half 2026 EBITDA margin is now projected at 24% to 25%, down from 30% in fiscal year 2025. Fiscal year 2026 EBITDA margin guidance has been cut to 25% to 27%, versus the prior expectation of a […]
Read moreMarch 30, 2026 2:14 pm
Key Moments Starbucks investors overwhelmingly backed the full slate of directors, including two members targeted by labor-linked shareholder groups. Shareholder advocates opposed the reelection of Jorgen Vig Knudstorp and Beth Ford after the board disbanded an independent committee overseeing labor relations. Talks to restart contract negotiations with unionized baristas, who represent 6% of U.S. stores, […]
Read moreMarch 30, 2026 1:50 pm
Key Moments Microsoft introduced new Copilot features that let users tap multiple AI models within a single research workflow. The new “Critique” capability combines OpenAI’s GPT and Anthropic’s Claude, with one model generating responses and the other reviewing them. Microsoft is broadening early access to its Copilot Cowork agentic AI tool through its Frontier program. […]
Read moreMarch 30, 2026 12:22 pm
Key Moments Eli Lilly and Insilico Medicine entered a collaboration valued at up to $2.75 billion (€2.39 billion) focused on AI-powered drug discovery. Insilico is set to receive a $115 million (€100 million) upfront payment, with additional milestone payments and tiered royalties possible. The agreement grants Eli Lilly an exclusive global license to develop, manufacture, […]
Read moreMarch 30, 2026 9:58 am
Key Moments Morgan Stanley identified five cybersecurity companies it believes are well placed to benefit from rising demand for AI-focused security and identity protection. Microsoft, Palo Alto Networks, CrowdStrike, and SailPoint received constructive commentary, while SentinelOne retained a more cautious Equal-weight stance. Across the group, management teams pointed to AI agent governance, identity security, and […]
Read moreMarch 27, 2026 3:14 pm
Key Moments Major tech stocks including Amazon and Meta declined, weighing on market sentiment. Losses spread across mega-cap names like Visa, Tesla, and IBM, signaling broad weakness. Growth stocks such as Datadog and Okta dropped sharply, reflecting risk aversion. Tech Giants Lead Market Cap Declines US equities came under pressure on Friday, with several large-cap […]
Read moreMarch 27, 2026 11:18 am
Key Moments Citi reaffirmed its year-end S&P 500 target of 7,700, anchored on $320 in 2026 index earnings. The bank’s bull and bear scenarios span a wide range, from 8,300 on stronger earnings and valuations to 5,700 on fundamental and multiple downside. Citi highlighted geopolitical tensions, AI disruption, private credit, and tariffs as emerging threats […]
Read moreMarch 26, 2026 1:51 pm
Key Moments Warner Bros Discovery scheduled an April 23 shareholder vote on its planned $110 billion merger with Paramount Skydance. Paramount committed to a 25-cent-per-share quarterly “ticking fee” for Warner Bros shareholders starting in October if the deal remains pending. U.S. antitrust officials stated the transaction will “absolutely not” receive expedited approval due to political […]
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