Today: 4 March 2026
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Delixy Holdings (DLXY) stock jumps 158% after hours as Hormuz disruption rattles oil trade
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4 March 2026
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Delixy Holdings (DLXY) stock jumps 158% after hours as Hormuz disruption rattles oil trade

Delixy Holdings shares soared 158% in after-hours Nasdaq trading Tuesday, rebounding from a 17% drop during the day as crude prices spiked on Middle East supply disruptions. Oil rose after fighting near Iran closed the Strait of Hormuz, halting tanker traffic and pushing up shipping and insurance costs. Delixy, a Singapore-based oil trader, ended the day with a market value of $13.4 million.
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Mobix Labs stock in focus: MOBX steadies premarket after 533% surge on Navy Tomahawk order
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Mobix Labs stock in focus: MOBX steadies premarket after 533% surge on Navy Tomahawk order

Mobix Labs shares held near $1.12 in early premarket trading Wednesday after soaring 533% Tuesday on news of a production purchase order tied to the U.S. Navy’s Tomahawk missile program. The company did not disclose the order’s value or delivery timeline. Traders await further details and the 9:30 a.m. ET market open.
4 March 2026
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BATL stock steadies in premarket after doubling as Hormuz fears lift oil — what’s next for Battalion Oil

BATL stock steadies in premarket after doubling as Hormuz fears lift oil — what’s next for Battalion Oil

Battalion Oil shares were steady at $11.80 in premarket trading Tuesday after surging 113.8% Monday, tracking a sharp rise in crude prices. Brent crude climbed 4.1% to $80.89 a barrel as conflict near the Strait of Hormuz raised supply fears and pushed up shipping costs. Marine insurers have begun canceling war-risk coverage for vessels in the region, with new rates taking effect March 5.
3 March 2026
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BAE Systems and Babcock shares jump as Iran war jolts markets and lifts defence spending bets

BAE Systems and Babcock shares jump as Iran war jolts markets and lifts defence spending bets

BAE Systems shares jumped 6.1% and Babcock International rose 1.7% Monday, bucking a 1.2% drop in the FTSE 100, as investors responded to escalating conflict involving Iran. Oil prices surged and defence stocks rallied after Iranian attacks disrupted shipping in the Strait of Hormuz. The White House signaled plans to boost the U.S. defence budget to $1.5 trillion by 2027.
3 March 2026
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Macquarie Group share price slides again as oil shock grips markets — what MQG investors watch next

Macquarie Group share price slides again as oil shock grips markets — what MQG investors watch next

Macquarie Group shares fell 1.6% to A$196.71 in Sydney, extending losses after a 6.4% drop, as oil prices rose on Middle East supply fears. The S&P/ASX 200 closed down 1.34%, while volatility hit a three-month high. Brent crude climbed 2.2% to $79.44 a barrel amid concerns over the U.S.-Israeli conflict with Iran. Macquarie made no announcements Tuesday, leaving shares exposed to global market swings.
3 March 2026
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Intel stock dips after hours as Ericsson 6G tie-up puts INTC back in focus at MWC

Intel stock dips after hours as Ericsson 6G tie-up puts INTC back in focus at MWC

Intel shares slipped 0.3% after hours Monday to $45.50 following news of a collaboration with Ericsson on “AI-native 6G” technology at Mobile World Congress. The partnership targets telecom network infrastructure, not consumer phones. Investors are awaiting Intel’s March 4 conference appearance and Friday’s U.S. jobs report for signals on demand and interest rates.
3 March 2026
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Dubai Real Estate Forecast After Iran Strikes: What Investors Watch as UAE Markets Reopen

Dubai Real Estate Forecast After Iran Strikes: What Investors Watch as UAE Markets Reopen

Debris from Iranian drone and missile strikes damaged Dubai International Airport, the Burj Al Arab, and Palm Jumeirah, forcing flight suspensions and disrupting travel. Dubai’s main stock index closed down 1.8% on Friday, led by a 4.1% drop in Emaar Properties, before the attacks. February property sales reached AED 60.6 billion, according to Dubai Land Department data. UAE equity markets remain closed until Monday.
1 March 2026
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Latest

AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

AAOI stock price rises as Applied Optoelectronics director signals share sale, optics trade stays jittery

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4 March 2026
Applied Optoelectronics shares rose 2.9% to $98.07 Wednesday on heavy volume after a late Tuesday filing showed director Elizabeth G. Loboa plans to sell up to 102,347 shares, worth about $9.8 million. The company also set up a $250 million at-the-market share sale program. CFO Stefan Murry told investors 800G shipments would ramp in Q2 after a firmware delay. An investor session is set for March 17 at the OFC conference.
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Mondelez taps ex-Danone veteran to lead Sub-Saharan Africa as Oreo tops $4bn a year

Mondelez taps ex-Danone veteran to lead Sub-Saharan Africa as Oreo tops $4bn a year

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4 March 2026
Mondelez International has appointed former Danone executive Hisham Ezz El-Arab as President for Sub-Saharan Africa, he announced Tuesday. The move comes as Mondelez’s 2025 organic net revenue rose 4.3%, but volume and mix fell 3.7%. Oreo now delivers over $4 billion in annual global revenue. Mondelez shares fell 1.85% Monday, underperforming several consumer peers.
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Caterpillar stock price rises as Dow steadies; CAT traders eye CONEXPO keynote and jobs report

Caterpillar stock price rises as Dow steadies; CAT traders eye CONEXPO keynote and jobs report

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4 March 2026
Caterpillar shares climbed 1.6% to $733.99 Wednesday afternoon, helping drive the Dow higher amid volatile trading. The company highlighted new technology and workforce initiatives at CONEXPO in Las Vegas, while dealers may need to hire over 38,000 technicians globally by 2028. Broader U.S. stocks rose as investors weighed Iran war risks and stronger economic data.
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Johnson & Johnson stock price slips as FDA fast-tracks nipocalimab; what investors watch next

Johnson & Johnson stock price slips as FDA fast-tracks nipocalimab; what investors watch next

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4 March 2026
Johnson & Johnson shares fell 0.7% to $245.07 Wednesday after its lupus drug nipocalimab received FDA Fast Track status. The stock lagged a broader market rally, with the S&P 500 ETF up nearly 1%. Investors weighed pipeline progress against ongoing legal risks and recent defensive trading. Johnson & Johnson will present at the Barclays Global Healthcare Conference on March 10.
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Mastercard stock price today: MA slips as SoFiUSD stablecoin settlement tests draw attention

Mastercard stock price today: MA slips as SoFiUSD stablecoin settlement tests draw attention

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4 March 2026
Mastercard shares fell 0.5% to $521.60 Wednesday afternoon, trailing gains in Visa, American Express, and the broader market. The move followed news that Mastercard and SoFi will test stablecoin settlement using SoFiUSD across Mastercard’s network. SoFi shares rose about 1.4%. Traders are watching Friday’s U.S. jobs report and upcoming fintech conferences for further signals.
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BitMine’s $9.9 billion crypto treasury update lands as BMNR stock jumps with Ethereum

BitMine’s $9.9 billion crypto treasury update lands as BMNR stock jumps with Ethereum

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4 March 2026
BitMine Immersion Technologies reported holdings of 4.47 million ether, 195 bitcoin, $868 million in cash, and minority stakes in two firms, totaling $9.9 billion as of March 1. The company said it had staked 3.04 million ether, valued at $6 billion, generating $172 million in annualized staking revenue. BMNR shares rose 9.7% to $21.47 as ether climbed 9.9% to $2,190.61. BitMine ranks as the No. 2 global crypto treasury after Strategy Inc.
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Lithium price whipsaws again as China futures slide; Albemarle stock rises on asset sale, debt tender

Lithium price whipsaws again as China futures slide; Albemarle stock rises on asset sale, debt tender

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4 March 2026
Albemarle shares rose 3.3% to $170.23 after closing an asset sale and launching a debt tender. China’s lithium carbonate futures swung sharply, trading between 146,000 and 155,700 yuan a ton after a 13% drop Tuesday. Traders are watching for China policy signals and Albemarle’s March 12 bond redemption. Lithium prices remain volatile after surging 130% in 2025.
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U.S. gas prices jump as Hormuz disruption lifts refiners and gasoline ETF

U.S. gas prices jump as Hormuz disruption lifts refiners and gasoline ETF

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4 March 2026
U.S. average gasoline prices rose to $3.198 a gallon Wednesday, up from $3.109 the day before, AAA reported. Oil and fuel markets surged after U.S. and Israeli strikes disrupted shipping through the Strait of Hormuz for a fifth day. Gasoline futures jumped nearly 4% Monday. UBS and Goldman Sachs raised Brent crude forecasts, citing the ongoing Middle East conflict.
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Crude Oil Prices Steady Near 2025 Highs as Strait of Hormuz Disruption Keeps Brent, WTI Volatile

Crude Oil Prices Steady Near 2025 Highs as Strait of Hormuz Disruption Keeps Brent, WTI Volatile

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4 March 2026
Oil prices eased after earlier gains, with Brent at $81.13 and U.S. crude at $74.30 by late morning Wednesday. The market reacted to possible U.S.-Iran talks and ongoing disruptions in the Strait of Hormuz. Qatar declared force majeure on gas exports, while Russia prepared to boost crude shipments to India. U.S. crude inventories rose by 3.5 million barrels last week.
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Brent oil price today: Brent holds above $81 as Hormuz disruption keeps traders edgy

Brent oil price today: Brent holds above $81 as Hormuz disruption keeps traders edgy

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4 March 2026
Brent crude rose 0.4% to $81.69 a barrel in London after sharp swings, as shipping through the Strait of Hormuz remained heavily disrupted for a fifth day. Tanker traffic through the strait dropped to four vessels on March 1, down from an average of 24. U.S. crude stocks climbed by 3.5 million barrels last week. Banks raised oil price forecasts, with UBS warning Brent could top $90 if disruptions persist.
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Oil prices today: Brent steadies near $81 as Hormuz disruption drags on and banks flag $100 risk

Oil prices today: Brent steadies near $81 as Hormuz disruption drags on and banks flag $100 risk

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4 March 2026
Brent crude slipped 24 cents to $81.13 a barrel by late morning Wednesday, erasing earlier gains after reports of possible Iran–U.S. intelligence contacts. The Strait of Hormuz remained blocked for a fifth day after a U.S. strike hit an Iranian warship, forcing Iraq to cut output by 1.5 million bpd. Saudi Aramco diverted some crude loadings to Yanbu as tanker rates surged. Goldman Sachs raised its Brent forecast, citing risks from prolonged Hormuz disruptions.
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GE Vernova stock edges higher after Italy wind order and $30 million grid plant expansion

GE Vernova stock edges higher after Italy wind order and $30 million grid plant expansion

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4 March 2026
GE Vernova shares rose 0.8% to $848.76 after announcing new wind and grid equipment deals in Italy, including 17 turbines for IVPC Group’s Fortore wind farm. The company will invest $30 million to expand its Milan-area plant, adding 50 jobs. GE Vernova also closed the $600 million sale of its Proficy software unit to TPG. Equipment shortages and labor constraints continue to affect project timelines.
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India stock market today: Nifty sinks below 24,500 as oil spike hits Sensex; rupee tumbles to record

India stock market today: Nifty sinks below 24,500 as oil spike hits Sensex; rupee tumbles to record

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4 March 2026
Indian shares fell sharply Wednesday, with the Nifty 50 down 1.55% and Sensex losing 1.40%, as surging Brent crude prices and Middle East tensions rattled markets. The rupee weakened past 92 per dollar for the first time, and 10-year bond yields rose to 6.717%. Airline stocks dropped after reports of flight cancellations. Domestic services PMI showed slowing growth and rising input costs.
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Circle Internet Group stock rises as oil-driven rate worries linger; insider sale notices filed

Circle Internet Group stock rises as oil-driven rate worries linger; insider sale notices filed

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4 March 2026
Circle shares rose 3.1% to $102.69 Wednesday, extending a rally as oil prices and Fed rate-cut odds shifted. Two insiders, CFO Jeremy Fox-Geen and officer Hossein Razzaghi, filed to sell a combined 47,357 shares under SEC Rule 144. Trading volume topped 12 million shares. Investors await Friday’s U.S. jobs data and the Fed’s March meeting for further rate signals.
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CrowdStrike stock holds steady after upbeat 2027 forecast as Wall Street sizes up ARR

CrowdStrike stock holds steady after upbeat 2027 forecast as Wall Street sizes up ARR

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4 March 2026
CrowdStrike shares traded near $391 Wednesday after volatile swings, following a fourth-quarter revenue jump of 23% to $1.31 billion and ARR of $5.25 billion, up 24%. The company’s fiscal 2027 revenue forecast topped Wall Street estimates. Investors are watching ARR growth and cash flow amid rising AI-driven competition. Costs tied to the 2024 Windows outage reached $117.7 million for fiscal 2026.
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AMD CEO Lisa Su says MI450 ramp has “enough CoWoS” as investors watch AI chip supply

AMD CEO Lisa Su says MI450 ramp has “enough CoWoS” as investors watch AI chip supply

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4 March 2026
AMD CEO Lisa Su said Tuesday the company has enough CoWoS capacity to ship rack-scale AI systems in volume in the second half of 2026, as it expects a ramp for its MI450 chips. AMD shares rose 3.1% to $196.91 in morning trading. The company recently signed multi-billion dollar AI chip supply deals with Meta and OpenAI, both including options to buy up to 10% of AMD.
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Robinhood stock jumps with bitcoin rally as traders eye tonight’s ‘Take Flight’ keynote

Robinhood stock jumps with bitcoin rally as traders eye tonight’s ‘Take Flight’ keynote

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4 March 2026
Robinhood shares jumped 8.2% to $82.33 Wednesday, tracking a surge in bitcoin and other crypto assets. Coinbase rose 14.3% in the same session. Investors are awaiting details on Robinhood’s new advisor referral pilot, which currently targets employees with at least $250,000 in assets and may expand in Q2. The company’s keynote is scheduled for later today.
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Why Alphabet’s Google Class C stock (GOOG) is in focus today: Trump’s power pledge and a new Waymo probe

Why Alphabet’s Google Class C stock (GOOG) is in focus today: Trump’s power pledge and a new Waymo probe

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4 March 2026
Trump will meet Big Tech leaders, including Google, at the White House Wednesday to sign a “Ratepayer Protection Pledge” addressing AI data center electricity costs. U.S. safety officials opened a new probe into Alphabet’s Waymo after a self-driving car passed a stopped school bus in Texas. Alphabet’s Class C shares rose 0.26% to $304.34 in early trading.
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Broadcom’s VMware Aria bug hits CISA exploited list, setting patch clock for agencies

Broadcom’s VMware Aria bug hits CISA exploited list, setting patch clock for agencies

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4 March 2026
CISA added Broadcom’s VMware Aria Operations vulnerability CVE-2026-22719 to its exploited-bugs list, ordering federal agencies to patch by March 24. Broadcom acknowledged reports of possible exploitation but said it could not confirm them. Patches and a workaround are available. The alert comes as Broadcom prepares to report quarterly earnings after the market close.
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T-Mobile sues Verizon back over “Better Deal” ads as false-ad fight escalates

T-Mobile sues Verizon back over “Better Deal” ads as false-ad fight escalates

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4 March 2026
T-Mobile filed a countersuit against Verizon in Manhattan federal court, accusing Verizon of “bait-and-switch” tactics in its “Better Deal” ad campaign. The move follows Verizon’s February lawsuit alleging T-Mobile exaggerated savings claims. T-Mobile shares rose 0.7% to $220.12, while Verizon stock was flat. Both companies are seeking to halt each other’s ads and triple damages under the Lanham Act.
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VCI Global Limited (VCIG) Whipsaws After Malaysia NVIDIA-Powered AI GPU Center Goes Live

VCI Global Limited (VCIG) Whipsaws After Malaysia NVIDIA-Powered AI GPU Center Goes Live

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4 March 2026
VCI Global’s V Gallant unit launched what it called Malaysia’s first NVIDIA-powered AI GPU Computing Center on March 3 and introduced its Intelli‑X enterprise language model platform. The Nasdaq-listed company’s shares surged in U.S. premarket trading before retreating. The new facility targets government, enterprise, and SME customers seeking local AI compute and data control. VCI Global plans to monetize through compute leasing and subscriptions.
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