OpenClaw AI agent dominates China with Baidu and Tencent events. Users build one-person businesses while regulators warn of security risks and costs surge.
Author: Trader Edge
Read More
Pentagon staff resist dropping Anthropic’s Claude AI despite supply-chain ban. Replacement timeline: 18 months. OpenAI, Amazon, Google lobby against ruling.
Signet Jewelers (SIG) drops 7% despite Q4 earnings beat as FY2027 guidance disappoints. EPS forecast of $8.80-$10.74 misses analyst expectations.
Accenture (ACN) beat Q2 earnings estimates but stock fell 3% on weak Q3 guidance and client spending slowdown. Full-year outlook also disappoints investors.
Micron fell 5% despite beating estimates, Five Below jumped 8% on strong sales, and Alibaba dropped 4.5% on profit decline. See Thursday’s top movers.
Iranian strikes on Qatar’s Ras Laffan LNG facility trigger massive energy price spikes. Brent crude hits $116, natural gas jumps 26%. Latest updates.
Alibaba (BABA) stock drops 4% after Q3 earnings show revenue miss at $41.4B and net income plunges 66% year-over-year amid aggressive AI spending.
Tesla (TSLA) shares decline as NHTSA elevates Full Self-Driving investigation to engineering analysis, covering 3.2M vehicles after fatal crash.
Samsung (SSNLF) announces $73B investment in AI chips and R&D for 2026, exceeding TSMC’s budget as it battles SK Hynix for HBM market leadership.
Rocket Lab (RKLB) stock climbs after securing a $190M DoD hypersonic contract and receiving a Buy rating with $88 target from Clear Street analysts.
FedEx (FDX) reports Q3 FY26 earnings today. Analysts expect $4.15 EPS and $23.49B revenue. Stock down 5.6% this month amid sector weakness.
SanDisk (SNDK) hit record $753.69 before sector-wide dip. Q2 EPS beat estimates by 77%, revenue exceeded forecasts by 13%. Investment analysis inside.
Tesla’s AI5 chip launches March 21 for edge computing in Optimus robots and robotaxis, while Musk confirms continued large-scale Nvidia chip purchases.
TSMC (TSM) reports record $10.1B February revenue, up 22% YoY, as Nvidia overtakes Apple to become largest customer driven by AI chip demand.
General Motors (GM) CFO says rising gas prices haven’t shifted buyer preferences, with inventory shortages on trucks and Escalade influencing Q1 sales more.