Ciena (CIEN) stock falls 5.4% despite beating Q1 estimates with 33% revenue growth. FY2026 guidance midpoint misses analyst expectations by $900M.
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Amprius Technologies (AMPX) stock surged 8% after Q4 earnings topped estimates. Revenue hit $25.23M while EPS of -$0.01 beat consensus by $0.04.
Victoria’s Secret (VSCO) exceeded Q4 expectations with strong earnings and revenue, yet shares fell 6% premarket despite positive guidance and momentum.
Alibaba (BABA) CEO Eddie Wu creates Foundation Model Task Force after Qwen head Lin Junyang resigns, marking third senior AI executive exit this year.
Palladyne AI (PDYN) stock analysis: 2025 revenue dropped 33% to $5.2M, but Q4 rose 118%, backlog reached $18M, and 2026 guidance projects $24-27M.
Arista Networks (ANET) stock surged 8.2% after expanding its TAM to $105B and maintaining its $3.25B AI networking revenue forecast for 2026.
Meta (META) will permit rival AI chatbots on WhatsApp in Europe for 12 months through a paid API following EU antitrust threats and regulatory pressure.
Marvell (MRVL) Q4 earnings preview: analysts forecast 79¢ EPS on $2.21B revenue. Data center business expected to drive growth with custom AI chips.
Oil prices surge to 2024 highs as Strait of Hormuz blockade cuts shipping 95%. Iraq slashes output 1.5M bpd. Brent at $83.54, WTI reaches $76.96.
Nebius (NBIS) stock rallies 10% after Missouri approves massive AI factory. Revenue soared 479% in 2025. Analysts see 55% upside. Full analysis here.
Zoom (ZM) stock jumped 6.2% on March 4 as software stocks rallied. Find out what’s behind the surge, institutional moves, and analyst outlooks.
Anthropic’s Pentagon deal for Claude AI collapsed over surveillance terms, triggering federal backlash. Now talks resume as revenue climbs to $19 billion.
The Trade Desk (TTD) stock jumped 9.3% after-hours on news of early discussions with OpenAI about selling ads on ChatGPT, according to reports.
Iran conflict drives oil above $85, gasoline up 22 cents. Fed and ECB officials assess inflation risks and interest rate decisions amid energy market turmoil.
JD.com (JD) Q4 earnings disappoint with revenue missing forecasts, swinging to RMB2.7B loss. Company declares $1.4B dividend despite margin pressures.