March 13, 2026 12:02 pm
Key Moments Nvidia’s GTC conference is set to spotlight advances across chips, data centers, CUDA software, AI agents, and robotics as it seeks to maintain AI leadership. Analysts anticipate Nvidia will outline a full-stack roadmap from Rubin to Feynman while addressing rising competition in both training and inference markets. Recent strategic moves, including the $17 […]
Read moreMarch 13, 2026 10:18 am
Key Moments Adobe shares dropped 9% in premarket trading after CEO Shantanu Narayen announced plans to step down after 18 years. The leadership change arrived as investors were already concerned about AI-driven disruption across the software and design markets. Adobe reported double-digit first-quarter growth in total revenue and subscription sales, signaling steady demand despite market […]
Read moreMarch 13, 2026 8:58 am
Key Moments Apple (NASDAQ:AAPL) said it will cut its commission on digital sales in China to 25% from 30% following talks with regulators. The new commission structure is set to take effect on Sunday in Apple’s largest international market. Fees for smaller developers and certain subscription services will decline to 12% from 15%. Commission Cuts […]
Read moreMarch 12, 2026 2:33 pm
Key Moments Palantir Technologies continues to run Anthropic’s Claude AI within its products, according to CEO Alex Karp. The Department of Defense recently labeled Anthropic a supply-chain risk but is still using Claude models, as previously reported. Palantir expects to connect its platforms with additional large language models in the future. Ongoing Use of Claude […]
Read moreMarch 12, 2026 2:05 pm
Key Moments Tasnim, a news agency tied to Iran’s IRGC, listed around 30 Amazon, Microsoft, Google, Oracle, NVIDIA, IBM, and Palantir sites in the Middle East as “new targets in the region.” Two Amazon data centers in the UAE were hit on March 1, while a third in Bahrain was damaged by falling debris from […]
Read moreMarch 12, 2026 9:51 am
Key Moments: Morgan Stanley CIO Mike Wilson expects the S&P 500 to face an additional 5%-7% decline before the current sell-off concludes. Wilson believes the S&P 500 could trade toward 6,300 by early April before the bank’s favorable fundamental outlook reasserts itself. Despite near-term weakness, Wilson maintains a bullish view supported by expected broad earnings […]
Read moreMarch 12, 2026 8:41 am
Key Moments Ofgem has approved Tesla Energy Ventures as an electricity supplier in Britain after a licensing process that began in July. The new license enables Tesla to integrate its solar and battery storage products into the U.K. retail power market, competing with firms such as Octopus Energy, British Gas and EDF. British consumers face […]
Read moreMarch 11, 2026 2:03 pm
Key Moments Alphabet (NASDAQ: GOOGL) has pulled back more than 12% from its recent record high, while still up roughly 77% over the past year. The stock has repeatedly found support near the $300 level, reinforcing that area as a key technical zone watched by buyers. Analysts maintain a Moderate Buy consensus, with an average […]
Read moreMarch 11, 2026 1:43 pm
Key Moments Campbell’s cut its fiscal 2026 organic net sales and adjusted EPS forecasts, citing rising macroeconomic risks. Management warned that revised U.S. tariffs will further pressure costs in the second half of the year. Second-quarter results missed analyst expectations on both revenue and earnings, with shares down about 5% in premarket trading. Outlook Reduced […]
Read moreMarch 11, 2026 1:18 pm
Key Moments Nebius Group N.V. (NASDAQ:NBIS) climbed 10% on Wednesday morning following NVIDIA’s $2 billion investment announcement. The strategic partnership targets hyperscale AI cloud infrastructure, with Nebius planning to deploy more than 5 gigawatts of capacity by the end of 2030. NVIDIA’s move comes amid ongoing scrutiny of its circular financing practices involving investments in […]
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