Nvidia (NVDA) fell 3% Friday on potential U.S. AI chip export controls and halted China H200 shipments, even after delivering record Q4 results.
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Palantir (PLTR) stock gained 15% weekly to $157.16 as Iran operations drove defense tech demand. Analysts raised targets to $200-$230 amid Pentagon contracts.
Aletheia Capital’s Warren Lau sets new Street-high $650 price target for Micron (MU), predicting 75% upside driven by AI memory demand and HBM supply constraints.
Vertiv (VRT) stock dropped 3.1% Friday on high volume despite Q4 earnings beat and analyst upgrades to $290. Insiders sold $104M worth of shares recently.
Bloom Energy (BE) stock plunged 15.5% after Oracle and OpenAI canceled their Texas AI data center expansion, reversing prior month’s gains.
Cathie Wood’s ARK dumped $3.17M of Roku shares while buying Joby Aviation and Robinhood on March 6. Full details of ARK Invest’s latest portfolio moves.
Hims & Hers (HIMS) stock surged 39% after-hours as Novo Nordisk (NVO) agreed to sell obesity drugs through Hims’ platform, settling their legal dispute.
February jobs report shows 92,000 job losses, pushing unemployment to 4.4%. Markets now anticipate multiple Fed rate cuts as oil prices surge amid tensions.
Kalshi and Polymarket seek $20B valuations in new funding talks, doubling recent figures, while facing legislative bans and insider trading allegations.
Coinbase Prime debuts unified cross-margin trading and regulated futures for institutions, consolidating spot and derivatives under one framework.
MiniMed (MMED) debuts on Nasdaq at $19.05, falling short of its $20 IPO price as Medtronic (MDT) completes spin-off while retaining 90% stake in company.
New U.S. export rules could require Nvidia and AMD to obtain government approval for AI chip sales abroad, threatening billions in international revenue.
Microsoft confirms it will continue offering Anthropic’s Claude AI in its products after Pentagon blacklist, maintaining their $30B cloud partnership.
Iran’s drone offensive drives counter-drone stock surge. Ondas (ONDS) gains 1,200% yearly, secures $6M orders. BlackSky and Iridium also attract investors.
Trump rejects Iran peace talks as oil reaches $90/barrel, Maersk halts shipping routes, 23,000+ flights canceled, and global markets face mounting pressure.