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March 4, 2026Connected
226 storiesLast updated: 1:49:28 PMPage 2 of 4

Stocks

StocksBullish

Western Digital Sells Out 2026 HDD Capacity Amid AI Storage Boom

Key Facts

  • •Western Digital has sold out its HDD capacity for 2026.
  • •The company guides for 40% Y/Y revenue growth and 47–48% gross margins in 3QFY26.
  • •The company underwent a structural transformation including divesting SanDisk and focusing on high-margin nearline HDDs.
Impact:
7/10
WDC
8 months ago

Geopolitics

GeopoliticsBearishUpdated

Trump Escalates Spain Trade Threat During Meeting with German Chancellor Merz

Key Facts

  • •President Trump threatened to halt trade with Spain in response to denied military base access.
  • •Spain barred the US from using its bases to carry out military strikes on Iran.
Impact:
7/10
EUR/USDIBEX 35XAU/USDEWP
8 months ago

Crypto

CryptoBullishUpdated×2

21shares Launches Dogecoin ETF (TDOG) on NASDAQ as DOGE Price Surges 13%

Key Facts

  • •21shares and House of Doge celebrated the NASDAQ bell ringing to mark the launch of the first Dogecoin ETF (TDOG).
  • •The TDOG ETF is designed to provide investors with exposure to Dogecoin through public markets.
  • •Brag House Holdings (NASDAQ: TBH) participated as a merger partner in the event.
Impact:
7/10
DOGETDOGTBHSHIB
8 months ago

Macro Economy

Macro EconomyMixed

Markets Await US ADP and ISM Data to Gauge Labor Market and Economic Health

Key Facts

  • •ADP private employment data is scheduled for release as a preliminary signal for the labor market.
  • •The ISM service-sector Purchasing Managers' Index (PMI) update will be released.
Impact:
7/10
EUR/USDUSD/JPYXAU/USDSPYDXY
8 months ago

Commodities

CommoditiesMixed

Oil Prices Fluctuate as Iran Denies Diplomatic Outreach to United States

Key Facts

  • •Iran denied reports of indirect outreach to the US aimed at ending the war in the Middle East.
  • •Oil prices fluctuated as geopolitical risks continue to menace global energy flows.
Impact:
7/10
WTI CrudeBrent Crude
8 months ago

Forex

ForexMixed

China's 'Two Sessions' to Set Economic Targets and Shape Yuan's Outlook Through 2030

Key Facts

  • •China's annual 'Two Sessions' meetings will establish key macroeconomic targets.
  • •A new five-year plan extending to 2030 is expected to be published during the sessions.
  • •Commerzbank analyst Volkmar Baur highlighted that these targets will have direct implications for the Yuan.
Impact:
7/10
USD/CNYUSD/CNHAUD/USD
8 months ago

Central Banks

Central BanksBearish

Fed Internal Divide Shifts Toward Doves as Rate Cut Momentum Grows

Key Facts

  • •The Federal Reserve is split into two distinct wings regarding the necessity of cutting U.S. interest rates this year.
  • •The so-called 'doves' appear to be gaining ascendancy over the 'hawks' to push for more monetary easing.
Impact:
7/10
DXYEUR/USDXAU/USDSPYTLT
8 months ago
226 stories this day
StocksBullish

Nebius Secures Approval for Massive 1.2 GW AI Factory in the United States

Key Facts

  • •Independence City Council approved the Chapter 100 industrial development incentive plan for Nebius's planned AI factory campus.
  • •The planned AI factory in the United States has a potential capacity of up to 1.2 GW.
  • •The project will be Nebius's largest AI factory in the United States to date.
Impact:
7/10
NBIS
8 months ago
StocksBearish

Chevron Suspends Leviathan Gas Production Following Israeli Security Orders

Key Facts

  • •Chevron suspended gas production at the Leviathan field following Israeli security orders.
  • •The halt disrupts regional gas supply and casts uncertainty over future expansion plans.
  • •The decision comes amid rising security tensions in the region.
Impact:
7/10
CVXNG=FILS/USD
8 months ago
StocksBearish

Xencor Revises Revenue Forecast Amid Royalty Dispute with Alexion Over Ultomiris

Key Facts

  • •Alexion Pharmaceuticals informed Xencor that it believes it does not owe any additional royalties for sales of Ultomiris in the United States.
  • •Xencor announced a change to its royalty revenue forecast as a result of this dispute.
  • •Xencor is a clinical-stage company that relies on such revenues to fund drug development.
Impact:
7/10
XNCR
8 months ago
StocksBullish

FDA Crackdown on Compounded GLP-1 Drugs Boosts Novo Nordisk Shares

Key Facts

  • •The FDA issued 30 warning letters to telehealth companies for misleading claims regarding compounded GLP-1 products.
  • •Novo Nordisk shares in Copenhagen rose approximately 5% following the regulatory action.
  • •The FDA Commissioner stated that companies should not use compounded drugs to circumvent the formal approval process.
Impact:
7/10
NVONOVO-B.COHIMSLLY
8 months ago
StocksBullish

Saltchuk Resources Launches $17.00 Per Share Cash Tender Offer for Great Lakes Dredge & Dock

Key Facts

  • •Saltchuk Resources commenced a cash tender offer for all outstanding shares of Great Lakes Dredge & Dock at $17.00 per share.
  • •The offer is being made pursuant to the merger agreement dated February 10, 2026.
Impact:
7/10
GLDD
8 months ago
StocksBearish

Monday.com Shares Plunge 37% in February Amid AI Disruption Fears

Key Facts

  • •Monday.com stock fell 37% in February despite beating fourth-quarter earnings estimates.
  • •Software stocks were negatively impacted by fears of disruption caused by artificial intelligence.
Impact:
7/10
MNDY
8 months ago
StocksBullishUpdated×4

Apple Unveils Colorful, Lightweight MacBook Neo to Cap Three-Day Product Rollout

Key Facts

  • •Apple unveiled the new MacBook Neo starting at a price point of $599.
  • •The device targets the price-sensitive PC market, competing directly with Chromebooks and Windows PCs.
  • •The launch comes as rivals face tighter supply constraints regarding memory chips.
Impact:
7/10
AAPLMSFTGOOGL
8 months ago
StocksBullish

Ecora Royalties Reports 150% Surge in Base Metals Revenue Amid Strategic Pivot

Key Facts

  • •Ecora Royalties' base metals revenue surged by 150%.
  • •Critical minerals now account for 63% of the company's portfolio contribution.
  • •Company shares rose 140% in a year following a pivot away from coal dependence.
Impact:
7/10
ECOR.LECOR.TOECRAF
8 months ago
StocksMixed

Markets Eye U.S.-Iran Talks Amid Focus on CrowdStrike Earnings and Bitcoin

Key Facts

  • •Reports signal talks between the U.S. and Iran, raising hopes for a shorter conflict in the Middle East.
  • •Bitcoin is trading around the $70,000 level amid market volatility.
  • •CrowdStrike (CRWD) earnings are in focus as a key mover for the tech sector.
Impact:
7/10
BTC/USDCL1!CRWDXLEBTC
8 months ago
StocksBearish

Bayer Net Loss Widens on €3.55 Billion Weedkiller Litigation Charges

Key Facts

  • •Bayer reported a steeper net loss driven by litigation-related expenses.
  • •Litigation charges, mainly related to weedkiller lawsuits, amounted to €3.55 billion.
Impact:
7/10
BAYN.DEDAX
8 months ago
StocksBullish

IREN Expands AI Cloud Capacity with 50,000 NVIDIA B300 GPU Purchase

Key Facts

  • •IREN entered into purchase agreements for over 50,000 NVIDIA B300 GPUs.
  • •The company's total GPU fleet will expand to 150,000 units following this expansion.
Impact:
7/10
IRENNVDA
8 months ago
StocksBearish

Okta Forecasts Slowest Revenue Growth Since IPO Amid Tech Spending Slump

Key Facts

  • •Okta projects single-digit revenue growth for the first time since its 2017 IPO.
  • •First-quarter revenue forecast fell below Wall Street expectations.
Impact:
7/10
OKTA
8 months ago
StocksBullish

Pulsar Helium Encounters Pressurized Gas at Topaz Project in USA

Key Facts

  • •Pulsar Helium reported encountering pressurized gas during drilling operations at the Jetstream #7 well.
  • •The Jetstream #7 well is part of the company's Topaz Helium Project located in the USA.
Impact:
7/10
PLSR.VPSRHF
8 months ago
StocksBearish

Cushman & Wakefield Faces Landmark Climate Risk Lawsuit Over Retirement Plans

Key Facts

  • •A former Cushman & Wakefield employee filed a first-of-its-kind class-action lawsuit under the ERISA act.
  • •The lawsuit alleges the company failed to protect 401(k) savings from material climate-related financial risks.
  • •The case could set a legal precedent affecting the $12 trillion U.S. retirement market.
Impact:
7/10
CWK
8 months ago
StocksBearish

Vistry Group Shares Plunge 16% as Strategy Shift Weighs on UK Housebuilders

Key Facts

  • •Vistry Group shares tumbled 16% after announcing a strategy prioritizing sales growth over profit margins.
  • •Adjusted profit before tax for 2025 reached £268.8 million, up 2% despite a 9% drop in completions.
  • •The decline in Vistry's stock dragged other housebuilding sector shares lower.
Impact:
7/10
VTY.LBDEV.LTW.LPSN.L
8 months ago
StocksBullish

Bank of America Forecasts US Auto Sector Surge Led by Tesla for 2026

Key Facts

  • •Bank of America expects US automakers to outperform expectations in 2026.
  • •Tesla is identified as the leader in the 'Auto 2.0' revolution due to autonomous technology advancements.
  • •Trucks, SUVs, and robotaxis are expected to drive both profits and innovation.
Impact:
7/10
TSLAFGM
8 months ago
StocksBullish

US Stocks Rally as Nasdaq Gains and Coinbase Surges on Trump Crypto Support

Key Facts

  • •The S&P 500 rose 0.77% to reach 6,868.95.
  • •Coinbase shares surged after Trump signaled support for a Digital Asset Market Bill.
  • •The Nasdaq Composite climbed 1.29% driven by strength in tech and crypto sectors.
Impact:
7/10
COINSPYQQQDIABTC/USD
8 months ago
StocksBullish

Cogent Biosciences Gains Momentum as Bezuclastinib Nears Key Approvals

Key Facts

  • •Bezuclastinib is advancing toward three approvals for GIST and systemic mastocytosis (advanced and non-advanced).
  • •The company maintains a robust cash position of $900.8 million to support its path to commercialization.
  • •The drug demonstrated strong efficacy and superior symptom improvement versus competitors in pivotal trials.
Impact:
7/10
COGT
8 months ago
StocksBullish

White House to Meet Defense Executives to Boost Production and Replenish Stockpiles

Key Facts

  • •The Trump administration plans to meet with top U.S. defense executives on Friday to discuss accelerating weapons production.
  • •The meeting aims to address diminishing military stockpiles following strikes on Iran and other military efforts.
  • •The Pentagon is working to replenish supplies to ensure military readiness.
Impact:
7/10
LMTRTXGDNOCITA
8 months ago
StocksBullish

Cybersecurity Stocks Surge as Iran Conflict Heightens Digital Warfare Risks

Key Facts

  • •Shares of cybersecurity software companies have seen a significant rally this week.
  • •Investors are reacting to the heightened threat of digital warfare as the Iran conflict escalates.
Impact:
7/10
HACKCIBRPANWCRWDFTNT
8 months ago
StocksBearish

VIX 'Fear Index' Surges 10% to Multi-Month High Amid U.S.-Iran Tensions

Key Facts

  • •The VIX volatility index jumped 10% on Tuesday, reaching its highest level since November.
  • •The spike was triggered by the U.S.-Iran conflict rattling global markets.
Impact:
7/10
VIXSPYQQQDIAXAU/USD
8 months ago
StocksBearish

EU Rejects Acadia's Rett Syndrome Drug; Company to Seek Re-examination

Key Facts

  • •The EU's CHMP rejected Acadia's drug trofinetide for the treatment of Rett syndrome.
  • •Acadia Pharmaceuticals plans to request a re-examination following the committee's negative opinion.
  • •The rejection comes despite positive results from the LAVENDER clinical study.
Impact:
7/10
ACAD
8 months ago
StocksMixed

Chinese EV Sales Diverge in February: NIO Surges as BYD Faces Steep Decline

Key Facts

  • •BYD sales dropped by 41% year-over-year in February.
  • •NIO achieved sales growth of nearly 60% year-over-year.
  • •Value-focused segments (like BYD) were negatively impacted by reduced political support and higher sales taxes.
Impact:
7/10
NIOBYDDFXPEVGELYF
8 months ago
StocksNeutral

Berkshire Hathaway Prepares for 2026 Leadership Shift Amid Rate Headwinds

Key Facts

  • •Greg Abel takes over as CEO of Berkshire Hathaway in 2026.
  • •The company holds $369B in liquidity and a $298B stock portfolio.
  • •Declining interest rates threaten the company's investment income yield, shifting pressure to operating earnings.
Impact:
7/10
BRK.ABRK.B
8 months ago
StocksBullishUpdated×2

Nvidia Sets GTC 2026 Dates as Markets Weigh Stock Momentum Against Soaring Earnings

Key Facts

  • •Nvidia's annual GTC developer conference is scheduled for March 16-19, 2026.
  • •CEO Jensen Huang will deliver the keynote address to unveil the latest product releases.
  • •Historical data suggests positive momentum for the stock leading up to and during this annual event.
Impact:
7/10
NVDASOXXQQQ
7 months ago
StocksBullish

Core Scientific Pivots to AI Infrastructure in $10 Billion Strategic Shift

Key Facts

  • •Core Scientific is strategically shifting from Bitcoin mining to AI mining and infrastructure.
  • •The shift is valued at approximately $10 billion with expectations of robust growth in the coming years.
  • •Despite stock price struggles in early 2026, the company is on track for profitable growth.
Impact:
7/10
CORZBTC
8 months ago
StocksBearish

MARA Holdings Shares Plunge 8.4% Following Earnings Miss and Strategic Shift

Key Facts

  • •MARA Holdings (MARA) stock dropped 8.4% on March 3, 2026, accompanied by high trading volume.
  • •The decline followed a significant fourth-quarter earnings miss reported a few days prior.
  • •A 10-K filing disclosed a significant change in the company's strategy regarding the management of its Bitcoin holdings.
Impact:
7/10
MARABTC/USDWGMIBTC
8 months ago
StocksBullish

Northrop Grumman Shares Surge 63% on Record Backlog and Investor Optimism

Key Facts

  • •Northrop Grumman (NOC) stock surged 63% over the past year despite modest revenue growth.
  • •The company's P/E ratio increased by 59% driven by investor excitement.
  • •The company achieved record backlog levels and a strategic turnaround in its Aeronautics division.
Impact:
7/10
NOCITAXAR
8 months ago
GeopoliticsNeutral

Wall Street Remains Cautious but Calm Amid Iran Conflict Risks

Key Facts

  • •Wall Street has not yet entered a state of panic over the war with Iran, despite high risks.
  • •Major financial institutions describe the situation as "binary," meaning it could lead to extreme outcomes, either positive or negative.
Impact:
7/10
XAU/USDBrent CrudeSPYUSD/JPY
8 months ago
GeopoliticsMixedUpdated×3

Global and Gulf Investors Rush to Offload Shares as Middle East Conflict Escalates

Key Facts

  • •US stocks are recovering losses in the final hour of trading despite geopolitical tensions.
  • •There is a significant intensification of the conflict in the Middle East region, impacting investor sentiment.
Impact:
7/10
SPYDIAQQQXAU/USDWTI
8 months ago
GeopoliticsBearish

Iran Conflict Threatens AI Investments as Tech Giants Shift to Remote Work

Key Facts

  • •Major tech giants are closing offices and shifting to remote work due to the escalating war in Iran.
  • •The region had attracted billions of dollars in AI investments prior to the conflict escalation.
Impact:
7/10
QQQXLKBrent Oil
7 months ago
CryptoBullish

Bitwise CIO: US-Iran Tensions Accelerate Global Shift to On-Chain Finance

Key Facts

  • •Bitwise CIO Matt Hougan stated that US military strikes on Iran accelerated the shift toward on-chain finance.
  • •Hougan believes crypto has moved into a primary market role and is no longer just a choice due to geopolitical events.
Impact:
7/10
BTCETH
8 months ago
CryptoBullishUpdated

Solana Becomes Leading Blockchain for Stablecoin Payments Amid Record $650B Volume

Key Facts

  • •Solana's stablecoin transaction volume reached a record $650 billion in February.
  • •According to Grayscale, the growth is driven by increasing demand for on-chain payment infrastructure.
  • •There is a notable shift in interest from memecoins toward using the network for retail payments.
Impact:
7/10
SOLUSDCPYUSD
8 months ago
CryptoBullish

BlackRock Bitcoin ETF Records $322M Daily Inflow Amid Institutional Accumulation

Key Facts

  • •BlackRock added $322M to its Bitcoin ETF in a single day.
  • •Total holdings of the ETF reached 768,000 BTC.
  • •The inflows occurred during market volatility, signaling steady institutional accumulation.
Impact:
7/10
BTC/USDIBITBTC
8 months ago
CryptoBearish

XRP Open Interest Plummets 70% Amid Intense Market Volatility

Key Facts

  • •XRP Open Interest has been slashed by 70% amid a significant volatility storm.
  • •On-chain activity for XRP has turned heavily bearish following sustained downward performance.
Impact:
7/10
XRP/USDXRP/BTCXRP
8 months ago
CryptoBullish

Trump Urges Passage of U.S. Clarity Act, Slams Banks Over Stablecoin Legislation

Key Facts

  • •U.S. President Donald Trump urged the passage of the U.S. Clarity Act via Truth Social.
  • •Trump accused the banking industry of attempting to undermine the stablecoin bill he signed into law last year.
Impact:
7/10
USDCUSDTBTCCOIN
8 months ago
CryptoBullishUpdated×2

Morgan Stanley Names Bitcoin Trust, Expands BNY Mellon Role to Crypto Custody

Key Facts

  • •Morgan Stanley selected BNY Mellon to act as administrator, transfer agent, and cash custodian for its proposed Bitcoin Trust.
  • •Coinbase has been tapped for custody services in the proposed Bitcoin ETF structure.
Impact:
7/10
BTC/USDCOINBKMSBTC
8 months ago
CryptoBearish

Sharplink Losses Top $1B as Ethereum Slides Below $2,000 Support

Key Facts

  • •Ethereum's price dropped below the $2,000 psychological support level.
  • •Sharplink's losses have crossed the $1 billion threshold due to its staking-heavy treasury strategy.
Impact:
7/10
ETH/USDETH
8 months ago
CryptoBearish

US Government Bitcoin Transfers and Iran Tensions Trigger Crypto Sell-off

Key Facts

  • •The US government moved seized Bitcoin assets simultaneously with military strikes on Iran.
  • •Arkham Intelligence tracked three separate transfers of the cryptocurrency from government-linked wallets.
  • •Crypto markets experienced a sharp sell-off following these geopolitical events and the government transfers.
Impact:
7/10
BTC/USDETH/USDBTC
8 months ago
CryptoBullish

XRP Whales Accumulate 1.3 Billion Tokens as Volatility Hits Record Highs

Key Facts

  • •Large investors (whales) accumulated 1.3 billion XRP tokens within a 48-hour window.
  • •XRP's realized volatility has reached its highest levels since March 2025.
Impact:
7/10
XRP/USDXRP/BTCXRP
8 months ago
CryptoBullish

Bitcoin Surges Over 10% to Multi-Week Highs Amid Jane Street Legal Challenges

Key Facts

  • •Bitcoin surged over 10%, reaching multi-week highs.
  • •A major lawsuit has been filed against Jane Street, one of Wall Street's largest trading firms.
Impact:
7/10
BTC/USDETH/USDCOINBTC
8 months ago
CryptoBearishUpdated

MARA Holdings May Sell Entire $3.8 Billion Bitcoin Holdings, Testing Market Liquidity

Key Facts

  • •MARA Holdings updated its treasury policy in a filing with the US Securities and Exchange Commission (SEC).
  • •The new policy allows the company to sell Bitcoin from its balance sheet, a shift from its long-standing long-term holding strategy.
  • •The potential value of Bitcoin sales could reach up to $3.5 billion.
Impact:
7/10
BTC/USDMARABTC
8 months ago
CryptoBullish

Uniswap Wins Major Legal Battle Over Fraudulent Token Liability

Key Facts

  • •A federal judge ruled that Uniswap cannot be held liable for fraudulent tokens traded on its platform.
  • •The 4-year legal battle concluded in favor of the decentralized exchange.
  • •The decision is viewed as a major win for the decentralized finance (DeFi) sector as a whole.
Impact:
7/10
UNI/USDETH/USD
8 months ago
CryptoBullish

Senator Lummis: Kraken’s Fed Master Account Paves Way for Bank Bitcoin Adoption

Key Facts

  • •Senator Lummis stated that Kraken's Fed master account opens the door for Bitcoin adoption within traditional banks.
  • •Kraken's access to Fed services could lead to a seamless integration of digital assets into traditional banking.
Impact:
7/10
BTC/USDETH/USDCOINMSTRBTC
8 months ago
CryptoBearish

Bitcoin Under Pressure as Oil Prices and Fed Policy Weigh on Crypto Markets

Key Facts

  • •Bitcoin is facing strong turbulence resulting from geopolitics, energy, and Fed decisions.
  • •Persistent inflation and the withdrawal of institutional investors are increasing macroeconomic pressure on cryptocurrencies.
Impact:
7/10
BTC/USDETH/USDCOINBTC
8 months ago
CryptoBullish

Bitcoin Market Divergence: Institutions Accumulate $14B as Retail Investors Exit

Key Facts

  • •Long-term Bitcoin holders purchased $14 billion worth of BTC.
  • •17 of the top 25 largest Bitcoin ETF holders increased their positions.
  • •Retail investors are selling and exiting the market.
Impact:
7/10
BTC/USDBTC/EURIBITFBTCARKB+1
8 months ago
CryptoBullishUpdated

Ethereum Staking Demand Surges as Entry Queue Hits 3.4 Million ETH

Key Facts

  • •Institutional investors and exchanges are locking up Ethereum (ETH) for yield instead of selling during market rallies.
Impact:
7/10
ETH/USDETH/BTCLDORETHETH
8 months ago
Macro EconomyBullish

US Stocks Rally as White House Moves to Curb Rising Oil Prices

Key Facts

  • •Stocks shifted into a rally mode following actions by the White House to temper the surge in crude oil prices.
Impact:
7/10
SPYWTIBRENTQQQ
8 months ago
Macro EconomyMixed

ADP Reports Highest New Job Postings Since Last July

Key Facts

  • •ADP reported the highest number of new job postings since last July.
Impact:
7/10
USDSPYUS10YXAU/USD
8 months ago
Macro EconomyBullish

White House Meets Big Tech as AI Drives Surge in U.S. Data Center Power Demand

Key Facts

  • •Data centers' share of total U.S. electricity demand is projected to rise from 4.5% today to approximately 10% by 2030.
  • •Data center power demand has tripled since 2017, rising from 70 TWh to over 200 TWh.
  • •The White House is meeting with Big Tech firms (Amazon, Google, Microsoft, etc.) to discuss the impact of data center expansion on household energy bills.
Impact:
7/10
XLUVSTCEGMSFTAMZN+2
8 months ago
Macro EconomyBearish

China Sets Record-Low 2026 GDP Growth Target of 4.5% to 5%

Key Facts

  • •China set its 2026 GDP growth target at 4.5% to 5%, the lowest on record.
  • •The budget deficit target is reportedly pegged at around 4% of GDP.
Impact:
7/10
CNY/USDAUD/USDHSISSECopper+1
8 months ago
Macro EconomyBearishUpdated×3

US Private Sector Adds 63,000 Jobs in February as Job-Switcher Pay Premium Hits Record Low

Key Facts

  • •US private sector employment increased by 63,000 jobs in February.
  • •Annual pay was up 4.5 percent year-over-year.
  • •The report was produced in collaboration with the Stanford Digital Economy Lab.
Impact:
7/10
USD/JPYEUR/USDSPYXAU/USDUS10Y
8 months ago
CommoditiesBearish

Gold Prices Under Pressure as June Fed Rate Cut Odds Plunge to 33.5%

Key Facts

  • •FedWatch tool slashed the probability of a June Fed rate cut to 33.5%.
  • •Gold prices stalled below the $5419.66 level as monetary easing expectations faded.
  • •The gold market is facing pressure from rising bond yields and a strengthening US Dollar.
Impact:
7/10
XAU/USDDXYUS10Y
8 months ago