March 18, 2026 9:45 am
Key Moments Beijing has granted Nvidia approval to sell its H200 AI chips in China after months of regulatory uncertainty. Nvidia is developing a version of the Groq AI chip for use in China, with availability expected in May, according to a source cited by Reuters. CEO Jensen Huang said Nvidia has licenses and purchase […]
Read moreMarch 18, 2026 8:39 am
Key Moments Microsoft is evaluating potential legal action against OpenAI and Amazon over a $50 billion cloud deal involving OpenAI’s Frontier platform, according to the Financial Times. The conflict focuses on whether making Amazon Web Services the exclusive third-party cloud provider for Frontier conflicts with OpenAI’s existing Azure-focused partnership with Microsoft. Microsoft, Amazon, and OpenAI […]
Read moreMarch 17, 2026 3:09 pm
Key Moments Boeing’s CFO indicated the commercial airplanes division is expected to see flat or potentially positive margins this year. The commercial airplanes segment recorded a loss of $632 million in 2025. The unit also reported a larger loss of $2.1 billion in 2024. Outlook from Boeing’s Finance Chief SEATTLE, March 17 (Reuters) – Boeing […]
Read moreMarch 17, 2026 2:28 pm
Key Moments Qualcomm announced a new $20 billion stock buyback program following a sharp decline in its share price. The new authorization is in addition to an existing $2.1 billion repurchase plan and comes alongside a quarterly dividend increase to $0.92 per share. The company continues to diversify beyond smartphones into data center and autonomous […]
Read moreMarch 17, 2026 1:38 pm
Key Moments Nvidia projected as much as $1tn in artificial intelligence-driven orders by 2027 during its GTC developer conference. The company unveiled new chip platforms, including technology licensed from start-up Groq and designs aimed at space-based data centers. Nvidia shares edged up 0.3% in pre-market trading on Tuesday, even as investors weigh sustainability of its […]
Read moreMarch 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 […]
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