Track the evolution of major financial and economic events
The Trade Desk shares are under pressure after Jefferies analysts warned that recent developments involving one of its largest agency partners could impact future revenue growth. Media reports indicate that Publicis Groupe is no longer recommending The Trade Desk as a demand-side platform to clients following a third-party audit. The Trade Desk disputes and contests the claims regarding the audit and recommendation status.
Electronic Arts is facing the largest leveraged buyout since the 2008 financial crisis. The financing for this deal relies on a high equity component and favorable political conditions described as 'Trump stardust'.
NVIDIA Corporation held a call with shareholders and analysts to discuss financial performance and strategy. A strategic partnership was announced with Marvell, including a $2 billion investment to enhance NVIDIA's AI ecosystem. NVIDIA also received approval for chip exports to China, with strong growth forecasts and a $1 trillion order outlook. However, the stock has declined by 6.07% year-to-date in 2026.
Vision Marine Technologies reported a 446% year-over-year increase in contracted electric boat sales. This surge covers the period from September 1, 2025, through late February 2026. The company is focusing on high-margin sales and accelerating deployments for 2026.
Macy's reported sales growth for the third consecutive quarter, exceeding analyst expectations. Despite predictions of a sales decline, the actual results proved otherwise, leading to a significant 5% surge in Macy's stock price. The company registered $7.64 billion in Q4 sales, with strong performance from Bloomingdale's.
Perfect Corp., listed on NYSE under ticker PERF, received a preliminary non-binding proposal to go private. The proposal dated March 18, 2026, came from CyberLink International Technology Corp. and Chairwoman Alice H. Chang. This take-private proposal aims to remove the company from public trading and convert it to private ownership.
On March 18, Josh D'Amaro officially assumed the role of CEO of Disney during the annual shareholder meeting. This leadership transition occurs as the entertainment giant faces a period of profound change.
On March 18, unionized workers at Samsung Electronics in South Korea voted to authorize a strike over a dispute regarding bonuses and working conditions. The potential strike threatens to disrupt production at the world's largest memory chipmaker. On March 23, the Samsung Biologics union warned of 'structural supply chain risks' due to the labor dispute, highlighting severe governance failures impacting the global supply chain.
Microsoft is considering legal action against Amazon and OpenAI over a $50 billion cloud deal, claiming it could breach its exclusive partnership with the ChatGPT maker. On March 19, OpenAI and Amazon announced a new partnership to develop a Stateful Runtime Environment for Amazon Bedrock. Amid ongoing tensions, OpenAI is seeking to attract investments from firms like TPG and Advent International.
On March 18, Elliott Investment Management confirmed building a significant investment stake in Japanese shipping company Mitsui OSK Lines. Elliott is pushing the shipping company to improve shareholder returns and capital efficiency. On March 27, Norwegian Cruise Line Holdings announced a board refreshment by appointing five new independent directors, and a cooperation agreement was reached with Elliott Investment Management.
Tencent Music's stock plummeted by 20% despite strong revenue growth in Q4 2025, with total revenue increasing by 15.9% to reach RMB 8.64 billion. This drop was attributed to changes in the disclosure of user metrics. Macquarie updated its rating for TME to 'Neutral' at a price of $11.37.
Peloton (PTON) is facing a terminal decline despite management changes and new strategic ideas. Reports suggest that the events that destroyed the company have finally dragged it under.
On March 17, the SEC indicated that it might soon reduce the frequency of quarterly earnings reports required from public companies. Companies have raised concerns that the current quarterly reporting cycle is both costly and time-consuming.
Corporación América Airports (CAAP) reported a quarterly EPS of $0.65, significantly exceeding the estimated $0.37. Revenue reached approximately $545.4 million, surpassing the estimated $483.8 million. The company shows financial stability with a debt-to-equity ratio of 0.78 and a current ratio of 1.53.
On March 17, activist investor Jana Partners urged Six Flags Entertainment to explore a potential sale. Jana Partners also called for the immediate replacement of the company's board chair.
The European Commission approved Leonardo's acquisition of Iveco Group's defense unit on March 17, valued at nearly $2 billion. The Commission concluded that the deal would not raise competition concerns due to its limited impact on relevant markets. This approval represents a significant step in Leonardo's expansion within the European defense sector.
On March 17, the National Comprehensive Cancer Network (NCCN) updated its 2026 Clinical Practice Guidelines to include ANKTIVA in combination with BCG for treating patients with BCG-unresponsive non-muscle invasive bladder cancer. On March 24, ImmunityBio's shares fell by 20% after the U.S. Food and Drug Administration issued a warning letter regarding a television advertisement and podcast promoting its cancer therapy, which were deemed false or misleading and in violation of federal law.
Tesla and LG Energy plan to build a $4.3 billion battery plant in Michigan, with an annual capacity of 50 GWh, set to begin production next year. The American-made batteries will power Tesla's Megapack 3 energy storage systems. Additionally, Tesla aims to add 100 gigawatts of solar capacity in the United States.
BNP Paribas targets doubling pre-tax income from its asset management platform by 2030. This plan is part of the Group's strategy to achieve a 13% Return on Tangible Equity (ROTE) by 2028. The expansion relies heavily on successful integration following the acquisition of AXA IM.
On March 16, Beyond Meat forecasted Q4 revenue below Wall Street estimates. The company also announced a delay in filing its 2025 annual report, attributed to material weakness in internal financial controls.
On March 16, Vertiv announced converged physical infrastructure models (power and cooling) for NVIDIA's Vera Rubin AI factories. On the same day, Wiwynn showcased NVIDIA Vera Rubin NVL72 infrastructure solutions at GTC 2026 in collaboration with Wistron. The new designs aim to accelerate deployment and reduce integration risk in high-density AI factories. On March 23, Ecolab acquired CoolIT for $4.75B to enhance its AI data center cooling platform. On March 24, Vertiv announced an agreement to acquire ThermoKey, enhancing its cooling solutions portfolio.
Rhythm Pharmaceuticals' experimental drug for genetic obesity failed to meet the primary goal of its late-stage clinical trial, leading to a sharp drop in its shares. Meanwhile, competing drugs have shown positive weight loss results, including Wegovy® HD, which received FDA approval. Novo Nordisk also cut prices on obesity drugs in India in response to the influx of cheaper generic medications in the market.
Cboe Global Markets has submitted a proposal to the SEC to launch near 24/5 U.S. equities trading on its EDGX exchange. The launch is targeted for December 2026, pending regulatory approval and industry infrastructure readiness. The expanded trading hours will be implemented on the Cboe EDGX Equities Exchange.
On March 16, NVIDIA announced DLSS 5 technology, which uses AI to infuse pixels with photorealistic lighting and materials. This new technology aims to bridge the gap between rendering and reality in video games. On March 18, NVIDIA introduced the NemoClaw platform, an enterprise-ready version of the OpenClaw AI agent platform, adding security and privacy features. Eco Wave Power's technology was showcased during Jensen Huang's keynote at NVIDIA GTC. On March 19, Shutterstock announced a major expansion of licensed training datasets to power the next generation of generative AI.
