Meanwhile, Atlassian (TEAM) and Dexcom (DXCM) declined nearly 4% and almost 2%, respectively, in morning trading.---###### 9:09 a.m. ET## Dow Jones Movers: Boeing, ChevronInside the Dow Jones industrials, Boeing (BA) and Caterpillar (CAT) climbed 0.9% and 1.5%, respectively, in early morning action.On the downside, Chevron (CVX) declined 1.1% as energy prices eased. Apple (AAPL) shares edged lower, as they try to find support around their 50-day moving average.## IBD Newsletters#### Get exclusive IBD analys ...

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By Jaspreet Singh March 4 (Reuters) - Chip designer Broadcom (AVGO) on Wednesday projected its artificial intelligence chip revenue would exceed $100 billion next year, signaling surging demand for custom chips in a market dominated by Nvidia (NVDA). The company's share price rose nearly 6% in premarket trading on Thursday ‌after it also announced a new share repurchase program of up to $10 billion through the end of the year. Big Tech firms such as ‌Alphabet (GOOG, GOOGL), Microsoft (MSFT), Amazon (A ...

Market Overview - U.S. equity markets experienced a significant recovery on March 4, 2026, driven by resilient labor data and stabilizing energy prices, with major indices showing broad-based strength, particularly in the technology sector [1] - The VIX, a measure of market volatility, dropped over 10% to settle at 21.12, indicating a reduction in immediate panic among investors [1] Major Index Performance - The Nasdaq Composite surged 1.36% to finish at 22,823, while the S&P 500 climbed 0.83% to close at 6,873, recovering a significant portion of previous losses [2] - The Dow Jones Industrial Average added 308 points, or 0.64%, ending near 48,809, and small-cap stocks also rallied, with the Russell 2000 advancing 1.07% to 2,636 [2] Economic Data - The ADP National Employment Report indicated a rise of 63,000 private sector payrolls in February, surpassing the consensus estimate of 50,000, although January's data was revised down from 22,000 to 11,000 [4] - The JOLTS Job Openings report matched forecasts at 7.23 million, and the ISM Non-Manufacturing PMI remained steady at 53.5, suggesting continued expansion in the service sector [5] Corporate Developments - Alphabet's shares surged approximately 80% year-over-year, driven by its "Sovereign AI" strategy and advancements in AI efficiency [6] - Tesla's stock climbed 1.6% following a 55% increase in registrations in France and more than double in Portugal [7] - Amazon gained 3.1% on the day, while Ross Stores soared 7.4% on record revenue and strong guidance for 2026 [8] After-Hours Earnings Announcements - Broadcom is expected to report earnings per share of $1.67, reflecting a 19% year-over-year increase, with other companies like Okta and Veeva Systems also set to release results [9]

Key Takeaways PLTR posted 70% revenue growth, driven by soaring AIP demand across U.S. commercial and government clients.PLTR reported $609M GAAP net income and sees 2026 revenue rising to $7.198B from $4.475B in 2025.NVDA trades at 24.68x forward earnings vs. Palantir's 108.41x, making NVIDIA relatively more attractive.Riding the wave of artificial intelligence (AI)-driven momentum, Palantir Technologies Inc. (PLTR) and NVIDIA Corporation (NVDA) delivered strong revenue growth and profitability in their la ...

It has been a great 12 months for Sandisk (SNDK) and its investors. SNDK stock is up more than 1,100% in the past 52 weeks on strong optimism that the company’s NAND flash storage products and other computing memory devices will continue to be in high demand. Sandisk was the best-performing stock in all of the S&P 500 ($SPX) in 2025, and is continuing its strong performance with a 150% year-to-date (YTD) gain. But a short report from Citron Research threatens to let some air out of Sandisk’s sails. Citro ...

CoreWeave (CRWV) shares charged higher on Wednesday as the “AI Neocloud” specialist secured a major deal with one of the industry’s fastest-growing search disruptors — Perplexity AI. This multi-year strategic partnership will see Perplexity utilize CRWV’s dedicated GB200 NVL72 clusters to scale its Sonar and Search API ecosystem. In return, the Livingston-headquartered firm will integrate Perplexity’s Enterprise Max across its operations. Despite today’s gains, CoreWeave stock remains down more than 25% ...

Orion Group Holdings (NYSE: ORN) stock, the maritime construction company, tumbled nearly 9% in early trading Wednesday before reversing to gain more than 4%... before reversing again and giving back all its gains. As of 3:10 p.m. ET Wednesday, the stock is down 0.5% -- but check back five minutes from now, because clearly that may change. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical ...

The war in Iran is setting the tone for the stock market again. Every major index opened Wednesday's session with a downswing, as the military conflict intensified. But after bottoming out around 9:45 a.m. ET, the market mood lightened and the leading index names have been up by at least 0.6% since mid-morning: ^SPX Chart Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidi ...

Steve Eisman called it “incredible” that Nvidia Corp grew revenue 73% in a single year, but the stock closed down anyway. On the Real Eisman Playbook podcast the investor, famous for predicting the 2008 crisism walked through the numbers: fiscal Q4 revenue of $68.1 billion, EPS up 82%, and guidance that beat by a wide margin. “Revenue beat, EPS beat, guidance beat by a lot,” Eisman said. A P/E That Says Everything Eisman pointed to Nvidia’s forward price-to-earnings of roughly 25x despite projecting 67 ...