China’s commerce ministry warns of global chip shortage by 2026 as Nexperia’s Dutch HQ disables China employee accounts and halts wafer supply to Guangdong.
Author: Trader Edge
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BETA Technologies Q4 revenue climbed 150% to $11.13M, topping estimates. EPS missed by $1.50. Company holds $3.5B aircraft backlog and guides 2026 above Street.
Tencent (TCEHY) returns to Paramount’s $110B Warner Bros. Discovery deal as passive investor after previous $1B commitment was withdrawn over security concerns.
OpenAI’s hardware chief Caitlin Kalinowski resigned over Pentagon AI contract concerns, citing surveillance risks and inadequate governance safeguards.
Peraso (PRSO) stock surged 115% after Israeli defense contractor InTACT selected its 60 GHz tech for a military drone identification system.
Occidental Petroleum (OXY) stock climbed 16.9% in February on higher oil prices and Q4 earnings that beat forecasts, with crude extending gains in March.
Chinese billionaire Leo KoGuan doubles his Nvidia (NVDA) stake with $350M investment, acquiring 2M shares during market volatility from Middle East conflict.
W&T Offshore (WTI) declares $0.01 Q1 2026 dividend while institutional investors pile in. Stock up 79.75% YTD despite negative earnings and -8.5% payout ratio.
Nvidia chose Samsung and SK Hynix as sole HBM4 providers for Vera Rubin AI chip, leaving Micron out. MU stock dropped 6.74% on the news.
Oil prices jumped to $119/barrel after Israel targeted Iran’s oil sites and Hormuz blockade. G7 weighs emergency reserves. Gas futures surge 10% to 4-year peaks.
Hims & Hers (HIMS) stock jumped 44% premarket as Bloomberg reports Novo Nordisk will sell weight-loss drugs on its platform, ending their legal feud.
Nscale secures $2B Series C funding at $14.6B valuation with Nvidia, Dell backing. Former Meta execs join board as Goldman, JPMorgan prep IPO.
Oracle (ORCL) reports Q3 FY26 earnings March 10. Analysts eye OCI growth, RPO backlog, and capex guidance as stock sits 20% down YTD. What to watch.
Ed Yardeni boosts U.S. market crash odds to 35% as oil tops $100. Bitcoin trades near $67K while stocks tumble. Iran conflict adds uncertainty to markets.
Pi Network (PI) surges 16% after V20.2 upgrade completion and AI node proof-of-concept. Key resistance at $0.28 ahead of March 14 Pi Day announcements.