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Baidu and Alibaba hike AI prices, signaling shift to token-based models
BIDU

Baidu and Alibaba hike AI prices, signaling shift to token-based models

Baidu and Alibaba increased prices for their AI computing services. The price hikes signal a strategic shift toward token-based pricing models to monetize...

Li Auto pivots to humanoid robots, targeting physical AI expansion
LI

Li Auto pivots to humanoid robots, targeting physical AI expansion

CEO Li Xiang announced a strategic shift to transform Li Auto into an embodied intelligence enterprise. The company plans to unveil humanoid robots soon to...

Oracle Slides, Pressured by $50 Billion Spending Plan and Dilution Risks
ORCL

Oracle Slides, Pressured by $50 Billion Spending Plan and Dilution Risks

Oracle shares fell over 3% on March 20, 2026. The decline followed strong fiscal third-quarter results released on March 10. Quarterly revenue rose 22% to...

Alibaba Shares Slide on 67% Profit Drop, Citing Heavy AI Investment
BABA

Alibaba Shares Slide on 67% Profit Drop, Citing Heavy AI Investment

Alibaba Group Holding Ltd. (BABA) shares fell after reporting a 67% year-over-year drop in non-GAAP net income for the third quarter of fiscal 2026. This...

AMD Expands AI Infrastructure with Samsung and $150M Nutanix Investment
AMD

AMD Expands AI Infrastructure with Samsung and $150M Nutanix Investment

AMD expanded its collaboration with Samsung to secure next-generation HBM4 and DDR5 memory. This supply supports upcoming Instinct AI accelerators and EPYC...

Microsoft expands Fabric platform, targeting enterprise planning and AI operations
MSFT

Microsoft expands Fabric platform, targeting enterprise planning and AI operations

Microsoft unveiled major updates to its Fabric data platform at the FabCon/SQLCon 2026 conference. The company introduced Fabric IQ, a semantic ontology layer...

Super Micro Co-Founder Charged in $2.5B China AI Smuggling, Stock Plunges
VGT

Super Micro Co-Founder Charged in $2.5B China AI Smuggling, Stock Plunges

Federal prosecutors charged three men linked to Super Micro Computer Inc., including co-founder Yih-Shyan Liaw. The indictment alleges a scheme to illegally...

XAR

Raytheon Secures $8.4B SM-3 Contract Boost Amid Rising Geopolitical Tensions

The U.S. Missile Defense Agency (MDA) awarded Raytheon, an RTX business, an $8.4 billion ceiling increase for its Standard Missile-3 (SM-3) program. This...

NVIDIA Projects $1 Trillion in AI Orders, Unveiling Vera Rubin Platform
NVDA

NVIDIA Projects $1 Trillion in AI Orders, Unveiling Vera Rubin Platform

NVIDIA expects $1 trillion in cumulative orders for its Blackwell and Vera Rubin platforms through 2027. The company officially launched the Vera Rubin...

VDE

Iran attacks Kuwaiti refinery as Israel hits Tehran, sparking US blockade fears

Iran launched a second consecutive drone attack on Kuwait’s Mina Al-Ahmadi refinery on March 20. The assault caused multiple fires at the facility....

Roblox to take cut of creator sponsorships, overhauling ad policies
RBLX

Roblox to take cut of creator sponsorships, overhauling ad policies

Roblox is overhauling its advertising policies to standardize pricing and measurement for brand partners. These new regulations take effect on May 4. The...

HOOD

🔴 HOOD is trading 4% down today amid crypto weakness and macro headwinds

HOOD is trading at $71.03 (-4.22%) as of 1:19 PM EST, underperforming the market as crypto volatility and geopolitical tensions weigh on the stock. •...

WIX

WordPress.com Lets ChatGPT and Claude Manage Sites via Natural Language

WordPress.com, which powers over 40% of the web, now allows AI agents like ChatGPT and Claude to manage customer websites. This update enables these agents to...

Arlington Capital Management Drastically Reduces Stake in IREN
IREN

Arlington Capital Management Drastically Reduces Stake in IREN

Arlington Capital Management Inc. reduced its IREN Ltd. holdings by 91.9% in the fourth quarter of 2025. A regulatory filing on March 20, 2026, disclosed the...

NBIS

🔴 NBIS is trading 4.05% down today amid broader market sell-off

NBIS is trading at $116.60 (-4.05%) as the stock tracks a broader market decline driven by geopolitical tensions and energy shocks. • Nebius Group closed an...

APP

Analysts Highlight Disconnect Between Applovin's Strong Growth and Lagging Stock Price

Analysts on March 20, 2026, noted a disconnect between Applovin’s strong fundamentals and its year-to-date stock decline. The company reports robust revenue...

MercadoLibre Hits 52-Week Low, Following BTIG Price Target Cut to $2,400
MELI

MercadoLibre Hits 52-Week Low, Following BTIG Price Target Cut to $2,400

BTIG Research reduced its MercadoLibre (MELI) price target to $2,400 from $2,650. The firm maintained a buy rating on the e-commerce company. MercadoLibre...

XAR

RTX Secures $1.22B UAE Missile Sale, Bolstering Defenses Against Iran

The U.S. State Department approved a $1.22 billion emergency foreign military sale to the United Arab Emirates. The transaction includes 400 AIM-120C-7/C-8...

Lockheed Martin Delivers Radar-Less F-35s, Citing Next-Gen System Delays
LMT

Lockheed Martin Delivers Radar-Less F-35s, Citing Next-Gen System Delays

Lockheed Martin is delivering Lot 17 F-35 fighter jets to the U.S. military without functioning radar systems. The company is installing ballast weights to...

Cloudflare Upgraded, Launching Coinbase Stablecoin to Power AI Web Payments
NET

Cloudflare Upgraded, Launching Coinbase Stablecoin to Power AI Web Payments

Seeking Alpha upgraded Cloudflare’s stock rating. Revenue growth currently exceeds 30% year-over-year. Analysts project the total addressable market will reach...