Nebius (NBIS) stock rallied 15% on Meta’s $27B AI deal, then dropped 9% after $3.75B bond raise. Citi rates Buy at $169. CrowdStrike collaboration announced.
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GSR Markets acquires Autonomous and Architech for $57M to build a comprehensive crypto investment banking platform offering advisory and capital markets services.
PayPal (PYPL) expands PYUSD stablecoin to 70 markets globally, offering instant merchant settlements and 4% yields on balances. Market cap hits $4.1B.
Mastercard (MA) acquires BVNK for $1.8B to expand stablecoin payment infrastructure. Stock rises 2.11% on the news. Deal expected to close by 2026.
Gold futures climb above $5,000 as Iran war pushes oil to $103 and the Federal Reserve starts its policy meeting. Rate decision expected Wednesday.
Steel Dynamics (STLD) stock drops 1.3% as Q1 earnings guidance of $2.73-$2.77 per share falls short of Wall Street’s $3.24 consensus estimate.
Oil prices break $100 on Iran conflict, pressuring stocks and crypto ahead of Fed decision. Nvidia (NVDA) announces $1T chip sales projection through 2027.
Tesla (TSLA) faces new competition as Nvidia DRIVE platform partners with Uber, BYD, and Hyundai, challenging its trillion-dollar self-driving valuation.
Oklo (OKLO) stock jumped 4.6% after subsidiary Atomic Alchemy won its first NRC license for isotope operations at its Idaho facility ahead of earnings.
IonQ (IONQ) stock rises as UK commits $2.5B to quantum computing. Lansdowne Partners adds 1.4M shares while institutional interest surges.
WeRide (WRD) stock climbed after revealing its Nvidia-powered Robotaxi GXR at GTC 2026. Singapore launch with Grab scheduled for April 1. Analysis inside.
Foxconn (2317) shares declined 1.9% following Q4 results showing record revenue but a 2% profit drop due to margin pressure and elevated tax expenses.
Alibaba (BABA) stock drops 12% as the e-commerce giant restructures its AI business under Token Hub. Earnings report expected Thursday with mixed forecasts.
Delta Air Lines (DAL) stock jumps 3.6% after upgrading Q1 revenue outlook to high-single-digit growth despite jet fuel prices soaring over 50%.
Bernstein downgrades Sony (SONY) to Market Perform, slashing price target to $22 as memory costs threaten PS5 margins and future earnings potential.