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Alphabet-A
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Gartner Says AI Spending Will Hit $2.5 Trillion in 2026. Here Are 3 Stocks That Could Benefit Most.
↗
March 04, 2026
These companies are competitively positioned in cloud, chips, and software.
Via
The Motley Fool
Topics
Artificial Intelligence
Van Den Berg Boosts MarketAxess Stake as Electronic Platforms Compete for Credit Trading Flow
↗
March 04, 2026
Van Den Berg Management increased its position in MarketAxess, a major electronic trading platform for corporate bonds. As more credit trading moves online and competition among trading venues...
Via
The Motley Fool
Topics
Bonds
Regulatory Compliance
AXT Inc. (AXTI) Stock Technical Analysis: Understanding the March 4 Pullback
March 04, 2026
Shares of AXT Inc (NASDAQ:AXTI) experienced a sharp 7.95% decline on March 4, 2026, marking a significant intraday pullback for one of the year’s top-performing semiconductor stocks. Despite...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
GitLab Shares Tumble 7.13% as Soft Sales Forecast and OpenAI 'GitHub Clone' Rumors Spook Investors
March 04, 2026
Shares of GitLab (NASDAQ: GTLB) plummeted 7.13% during Wednesday’s trading session, as a combination of conservative financial guidance and emerging competitive threats from the artificial intelligence...
Via
MarketMinute
Topics
Artificial Intelligence
Latest News From Amazon and Meta Shows Why Alphabet Is the AI Stock to Beat
↗
March 04, 2026
With the most complete artificial intelligence stack, Alphabet is a clear AI leader.
Via
The Motley Fool
Topics
Artificial Intelligence
What Nvidia's Blockbuster Quarter Tells Us About the State of the Stock Market and Artificial Intelligence Trade
↗
March 04, 2026
Nvidia beat expectations on earnings, revenue, and guidance, yet the market came away disappointed.
Via
The Motley Fool
Topics
Artificial Intelligence
Apple Launches MacBook Neo At $599, Offering An Alternative To Google’s Chromebooks
↗
March 04, 2026
The MacBook Neo is powered by an iPhone-class chip, which is a first for Apple’s lineup of notebooks.
Via
Stocktwits
Topics
Artificial Intelligence
Alphabet’s "Sovereign AI" Era: How Gemini 3 and the Broadcom TPU Alliance Propelled GOOGL to a Magnificent 7 Blowout
March 04, 2026
MOUNTAIN VIEW, CA — In a stunning reversal of the 2024 narrative that painted Google as an AI laggard, Alphabet Inc. (NASDAQ: GOOGL) has emerged as the undisputed titan of the "Magnificent 7" over the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Gigawatt Pivot: Meta Platforms Bets the Farm on an AI-First Future
March 04, 2026
As of March 4, 2026, the identity of Meta Platforms (NASDAQ:META) has undergone a fundamental transformation. Once defined primarily by its dominance in social media and a controversial pivot toward...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
The Return of the Titans: M&A Volume Set to Surge 20% in 2026 Amidst "Animal Spirits"
March 04, 2026
As of March 4, 2026, the global financial landscape is witnessing a seismic shift in corporate strategy. After years of cautious maneuvering and high interest rates, the "animal spirits" of the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
World Trade
The AI Pioneer’s Plateau: Why Microsoft is Stalling in the Intelligence Age
March 04, 2026
REDMOND, WA — As the calendar turns to March 2026, the euphoria that once surrounded the artificial intelligence revolution has given way to a sobering reality for the world’s largest software maker....
Via
MarketMinute
Topics
Artificial Intelligence
Energy
Supply Chain
S&P 500 to 7,800? Morgan Stanley Bets on "One Big Beautiful Act" and AI Productivity as Bears Warn of Bubble
March 04, 2026
As the first quarter of 2026 unfolds, the equity markets are at a historic crossroads. Morgan Stanley (NYSE:MS) has stunned Wall Street with a revised year-end target for the S&P 500, projecting the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
The AI Arms Race Reaches a Boiling Point: Nvidia's Blackwell Dominance Triggers Broadcom Pivot Amidst OpenAI 'Code Red'
March 04, 2026
The semiconductor landscape has entered a volatile new chapter as of March 4, 2026, characterized by a widening chasm between general-purpose GPU dominance and the rise of custom AI silicon. Following...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Broadcom’s High-Stakes AI Pivot: Margin Fears Clash with Record Revenue in Q1 Earnings
March 04, 2026
As the closing bell approaches on March 4, 2026, all eyes on Wall Street are fixed on Broadcom Inc. (NASDAQ:AVGO), which is set to report its first-quarter fiscal 2026 results. The semiconductor giant...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Tesla's Robotaxi Ambitions Get A Thumbs Up From BofA — Here's The Potential Upside For TSLA
↗
March 04, 2026
According to TheFly, BofA analysts upgraded Tesla stock to ‘Buy’ from ‘Neutral’, assigning a price target of $460.
Via
Stocktwits
Topics
Electric Vehicles
Massive News: Shopify's Google AI Integration Just Drove 15X Order Growth
↗
March 04, 2026
Shopify just revealed a 15X AI-driven surge in orders, but can that justify its sky-high valuation and spark a major rebound?
Via
The Motley Fool
Topics
Artificial Intelligence
GOOGL, META, OPENAI: President Trump Will Reportedly Meet Big Tech Leaders To Launch Ratepayer Protection Pledge
↗
March 04, 2026
During his State of the Union speech last week, Trump said he has arranged the new ‘Ratepayer Protection Pledge’.
Via
Stocktwits
Topics
Artificial Intelligence
Energy
Government
Google Identifies Cybersecurity Threat Used By Hackers To Target Older iOS Versions Possibly Developed By US Government
↗
March 04, 2026
Google identifies Coruna, a hacking tool targeting older versions of iOS, urges users to update software versions.
Via
Benzinga
Topics
Hacking
Stock Market Turbulence: How to Invest Wisely and Safely Right Now
↗
March 04, 2026
It's important to take three key steps when investing.
Via
The Motley Fool
Topics
Artificial Intelligence
Home Depot vs. Lowe's: Both Retail Giants Are Tapping AI, but Which One Is Doing It Better?
↗
March 04, 2026
AI assistance has appeared to improve customer service for both companies.
Via
The Motley Fool
Topics
Artificial Intelligence
Physical AI Is Less Than 3% of Nvidia's Revenue. Here's How It Could Transform Nvidia By 2035.
↗
March 04, 2026
Physical AI adoption could make Nvidia a far more diversified company in the not-so-distant future.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Prediction: Nvidia's Feb. 25 Earnings Report Just Proved Why It Will Be the Best-Performing "Magnificent Seven" Stock in 2026
↗
March 03, 2026
Nvidia has plenty of room to run after its blowout earnings and strong guidance.
Via
The Motley Fool
Topics
Artificial Intelligence
The Fed’s Dual Mandate Tightrope: Tariffs and Tech Cool-Down Loom Over March FOMC
March 03, 2026
As the Federal Reserve prepares for its crucial March 17–18, 2026, policy meeting, Chair Jerome Powell and the Board of Governors find themselves at a historic crossroads. The U.S. economy has entered...
Via
MarketMinute
Topics
Bonds
Economy
World Trade
Oracle Secures Record $25 Billion Debt Sale to Fuel AI Infrastructure Pivot
March 03, 2026
Oracle Corporation (NYSE: ORCL) has electrified the credit markets with a massive $25 billion debt issuance, marking a pivotal moment in the company’s transition from a legacy software provider to a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
The Great Rotation of 2026: Small-Caps Surge as Tech Titans Falter in Historic Market Shift
March 03, 2026
The financial landscape underwent a seismic shift in late February 2026, as the long-anticipated "Great Rotation" finally took hold of Wall Street. For years, the market had been held aloft by a select...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The $630 Billion AI Debt Binge: Big Tech Pivots to Bond Markets to Fuel Infrastructure Race
March 03, 2026
As of March 3, 2026, the era of "cash is king" for Silicon Valley’s elite has officially given way to a new regime: the era of the AI-backed bond. In a historic shift that is reshaping global credit...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Upland Software Signals AI-First Transformation as Q4 Earnings Beat Estimates
March 03, 2026
In a definitive shift from its legacy of aggressive acquisitions toward a leaner, AI-centric future, Upland Software (Nasdaq: UPLD) reported fourth-quarter 2025 earnings that surpassed analyst...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
AMD and Meta Platforms Announce Massive 6GW GPU Deal, Challenging Nvidia’s Dominance
March 03, 2026
MENLO PARK, CA & SANTA CLARA, CA — In a move that fundamentally redraws the competitive map of the semiconductor industry, Meta Platforms (NASDAQ: META) has finalized a landmark multi-year agreement...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The AI Hangover: Nvidia’s $260 Billion Wipeout Signals a New Era of Skepticism
March 03, 2026
On February 26, 2026, the artificial intelligence trade, which has fueled the most significant bull market of the decade, hit a sobering wall. Shares of Nvidia (Nasdaq: NVDA) plummeted 5.5% in a single...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Alphabet’s $20 Billion AI ‘War Chest’: Historic Bond Demand Signals New Era for Big Tech Finance
March 03, 2026
MOUNTAIN VIEW, Calif. — In a definitive display of financial strength that has reverberated through global credit markets, Alphabet Inc. (NASDAQ:GOOGL) successfully closed a massive $20 billion bond...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
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