Lam Research stock falls late Monday as oil shock keeps chip names on edge
New York, March 2, 2026, 15:55 ET — Regular session Lam Research Corp (LRCX) shares were
UnitedHealth (UNH) stock price holds near $294 as Medicare regulator targets rival Elevance
UnitedHealth shares edged up 0.2% to $293.71 Monday as the company disclosed new Medicare Advantage audit risks in its annual report. The SEC filing said some local plans face risk adjustment data
Ford stock slides 5% as oil spikes and auto shares wobble — what investors watch next
Ford shares dropped about 5% to $13.38 Monday afternoon, underperforming major U.S. indexes as oil prices surged on Middle East tensions. Brent
IREN (NASDAQ: IREN) stock barely moves as bitcoin jumps; what to watch next
IREN slipped 0.3% to $40.85 in Monday afternoon trading, lagging a 4.5% jump in bitcoin and a 7.7% gain in Marathon Digital.
S&P Global stock edges up as Platts suspends parts of Hormuz-linked oil pricing
S&P Global shares rose 0.5% to $443.98 Monday after Platts suspended some Middle East crude and LNG price assessments, citing shipping disruptions
Oil jumps, gas surges after Iran strikes shut Qatar LNG as Hormuz shipping stalls
Qatar halted LNG production after Iranian drone strikes hit Ras Laffan and Mesaieed, threatening about 20% of global LNG supply. Brent crude
VIX Hits a Three-Month High as Iran Strikes Roil Wall Street and Oil Prices
The Cboe Volatility Index rose to 21.31 on Monday, hitting a three-month high after U.S. and Israeli strikes on Iran triggered a surge in oil prices and disruptions in Middle East energy flows. Brent crude jumped as much as 13% to $82.37 a barrel before easing. The S&P 500 was flat in late morning trading, while gold and the dollar gained as investors sought safety.
Dell stock rises nearly 2% as board declares $0.63 dividend; analysts flag AI server upside
Dell shares rose 1.9% to $150.83 Monday after the company declared a $0.63 quarterly dividend, payable May 1. Bernstein reiterated an Outperform
Intuit stock jumps 4%: TurboTax store push and CEO talk put INTU back in focus
Intuit shares rose 4.2% to $426.14 Monday after CEO Sasan Goodarzi spoke at a Morgan Stanley conference. TurboTax plans nearly 600 offices
Boeing stock stands out as defense ETFs jump after Iran strikes — what’s driving the trade
Boeing shares rose 0.3% to $228.22 on Monday as aerospace and defense ETFs outperformed the S&P 500, following U.S. military strikes in
American Express stock price today: AXP holds near $309 as rate-cut bets wobble
American Express shares traded near $309 Monday, little changed as investors weighed hotter U.S. factory inflation data and delayed rate cut expectations.
Lithium price whipsaw jolts miners as SQM flags record Q1 sales
China’s top lithium carbonate futures contract swung from 179,500 yuan a tonne to below 170,000 before settling at 173,500 on Monday, as open interest dropped by 3,200 lots, SMM said. The market reacted to Zimbabwe’s suspension of lithium exports last week. U.S.-listed lithium miners traded mixed. Premier African Minerals said its Zimbabwe plant will arrive March 3 and expects no disruption from the export ban.
Oil prices jump on Hormuz disruption as Brent holds above $77, WTI gains 5%
Brent crude rose 5.8% to $77.12 a barrel Monday as shipping through the Strait of Hormuz slowed and insurers raised rates after drone attacks in the Gulf. Qatar halted LNG output and Saudi Arabia shut its Ras Tanura refinery as a precaution. OPEC+ agreed to a modest output increase, but tanker flows dropped sharply. U.S. officials are not considering a release from the Strategic Petroleum Reserve.
Gas prices could break $3 as Iran-Hormuz shock lifts gasoline futures — what to watch next
U.S. gasoline futures jumped 3.3% to $2.3620 per gallon Monday as traders reacted to Middle East shipping disruptions after Iran closed the Strait of Hormuz. Gulf Coast cash prices climbed over 5%. Analysts said U.S. pump prices could soon top $3 a gallon. Washington is not planning an emergency oil release.
Heating Oil price surges to two-year high as Hormuz disruption hits diesel supply
NYMEX heating oil futures surged nearly 14% to a two-year high Monday after Middle East strikes and retaliation disrupted shipping near the Strait of Hormuz. About 150 ships were stranded and at least three vessels struck, according to Reuters. Diesel outpaced crude gains, with front-month ULSD up 36 cents at $2.9561 a gallon. Traders await Wednesday’s U.S. fuel inventory report.
JPMorgan stock price slips as oil spikes; traders eye Friday jobs report
JPMorgan shares fell 0.47% to $298.89 midday Monday after dropping as much as 2.35% earlier, under pressure from surging oil prices linked to Middle East conflict. Employees at JPMorgan and Citigroup in the region were told to work from home as tensions rose. The KBW Bank index gained 0.9%, while JPMorgan lagged. Investors are awaiting Friday’s U.S. jobs report and monitoring oil supply disruptions.
Mortgage rates today hover near 6% as stocks wobble on oil shock — what to watch next
U.S. mortgage rates hovered near 6% Monday, with Bankrate reporting the average 30-year fixed at 6.04%. Stocks were little changed as crude oil surged over 8% on Middle East conflict headlines. The S&P 500 slipped 0.05% by late morning. Markets are focused on Friday’s U.S. jobs report for signals on rate-cut timing.
Nvidia stock price rises as $4 billion optics bet lifts Lumentum, Coherent — what AI traders watch next
Nvidia will invest $2 billion each in Lumentum and Coherent, securing multiyear supply deals for advanced data-center optics. Coherent shares surged 14%, Lumentum rose 8%, and Nvidia gained 3% in midday trading. A regulatory filing showed Nvidia bought 7.8 million Coherent shares at $256.80 each in a private placement.
Silver price slides more than 6% as dollar rallies on Iran strikes; US jobs report ahead
Spot silver dropped 6.6% to $87.64 an ounce by 11:11 a.m. ET Monday after weekend strikes against Iran sent oil and the dollar sharply higher. Brent crude rose 8.07% to $78.74, while the U.S. dollar index jumped over 1%. Gold was steady near $5,284. The ISM manufacturing PMI prices-paid index hit 70.5, its highest since 2022, stoking inflation concerns.
Coherent stock jumps 14% as Nvidia commits $2 billion in AI optics deal
Nvidia said Monday it will invest $2 billion each in Coherent and Lumentum, securing future supply of advanced photonics components. Coherent shares jumped 14% and Lumentum rose 8% in midday trading. Nvidia bought 7.8 million Coherent shares at $256.80 each in a private placement. The deals include multi-year purchase commitments and access to new product lines.
UK stock market today: FTSE 100 slides 1.2% as Iran shock lifts oil, hits banks and travel
FTSE 100 fell 1.2% and FTSE 250 lost 1.4% after oil prices surged on Iranian retaliation disrupting Strait of Hormuz shipping. Defence and energy stocks rose, but banks and travel shares dropped as traders cut bets on a Bank of England rate cut. Brent crude jumped 6%. Zurich Insurance agreed to buy Beazley for £8.1 billion.
GE Vernova (GEV) stock climbs as gas-turbine bottleneck sharpens focus on power-buildout trade
GE Vernova shares climbed 1.6% to $887.42 by midday Monday as investors responded to a tightening U.S. gas-turbine supply amid surging data-center power demand. U.S. gas-fired power capacity under development tripled in 2025 to 252 GW, pushing turbine lead times past five years. NRG Energy has reserved 2.4 GW of GE Vernova turbines for projects due in 2029 and 2030. The company warned of a $250 million revenue hit from Vineyard Wind delays.
JPMorgan stock slips as oil shock jitters rattle Wall Street
JPMorgan shares fell about 1% to $297.19 on Monday as oil prices surged over 8% amid escalating Middle East tensions. Both JPMorgan and Citigroup told some Middle East staff to work from home, citing security concerns. The Dow, S&P 500, and Nasdaq all declined, while the VIX hit a three-month high. Traders focused on upcoming U.S. economic data, including Friday’s jobs report.
Citigroup stock price whipsaws as Middle East conflict hits risk appetite; jobs report next
Citigroup shares rose 0.8% to $111.09 after swinging between $106.20 and $113.18 in volatile trading Monday. The bank told some Middle East staff to work from home as regional tensions escalated amid a U.S.-Israeli air campaign against Iran. Oil prices jumped and the VIX hit a three-month high near 22. Investors are watching for Friday’s U.S. jobs report and inflation signals.
CoreWeave stock price slides as new investor deck tackles debt, capex fears
CoreWeave shares fell 3.3% to $76.97 in late-morning trade Monday as investors scrutinized a new presentation on debt coverage and cash flow. The company said cash from its $66.8 billion revenue backlog should cover debt and fund expansion, but concerns remain after a sharp capex increase for 2026. Shares had dropped 15% Friday after the spending plan was announced.
Strategy stock jumps as new Bitcoin buy and dividend tweak hit the tape
Strategy Inc. shares rose 7.6% to $139.30 after the company disclosed buying 3,015 bitcoin last week, bringing total holdings to 720,737 tokens. A regulatory filing showed the purchases were funded by selling over 1.7 million shares of common and preferred stock. The company also raised its STRC preferred dividend rate to 11.50% and set a March 31 payout date. Bitcoin traded up 3.4% at $69,309.
Corning stock pops after Gorilla Glass Ceramic 3 reveal, Motorola debut set for MWC
Corning shares rose 4% to $156.44 in early trading Monday after the company launched Gorilla Glass Ceramic 3, which Motorola will use on its upcoming razr fold device. The announcement came as U.S. stocks fell on broader market concerns. Corning did not disclose pricing or adoption details. Investors await comments from Corning’s CFO at a conference Tuesday and updates from Mobile World Congress.
GOOG stock price drops as oil spikes on Middle East conflict; what to watch for Alphabet next
Alphabet’s Class C shares fell 2.4% to $304.06 Monday as oil surged over 8% on renewed Middle East tensions, sending volatility to a three-month high. The stock traded between $301.06 and $306.14. Investors are watching Alphabet’s March 9 dividend record date and Friday’s U.S. jobs report.
Intel stock slips as Ericsson 6G push lands at Mobile World Congress — what traders watch next
Intel shares fell about 1% to $45.15 late Monday morning, trailing gains in Nvidia and AMD, as MWC Barcelona opened. Intel and Ericsson announced an expanded “AI-native 6G” partnership, aiming to accelerate commercial network development. Investors await more customer details and Intel’s next investor event on March 4. Market sentiment was cautious amid rising oil prices and Middle East tensions.
Ondas stock jumps as ONDS puts $10 million into World View — what traders are watching next
Ondas Inc shares rose 16.6% to $11.75 Monday morning after announcing a $10 million investment in World View Enterprises and a partnership to develop surveillance and airspace defense systems. An SEC filing confirmed the deal and attached the press release. The stock had closed at $10.08 Friday. No timeline or revenue targets were disclosed.
Chevron stock price rises as oil jumps on Iran conflict; CVX traders eye March 5 shipping insurance trigger
Chevron shares rose 1.3% to $189.12 after oil prices surged on Middle East strikes and shipping disruptions in the Strait of Hormuz. Brent crude jumped as much as 13% before settling up 8.6%. Chevron temporarily shut Israel’s Leviathan gas field, while QatarEnergy halted LNG output. About 3.1 million Chevron shares traded by late morning.
Coherent (COHR) stock price jumps nearly 10% after Nvidia commits $2 billion investment
Coherent shares jumped 9% after Nvidia invested $2 billion in the company through a private placement at $256.80 per share and expanded a supply agreement for AI data center optics. Coherent disclosed it sold 7.8 million shares to Nvidia, with the funds aimed at research, manufacturing, and expanded product access. Investors await further details from management later this month.
Applied Optoelectronics stock jumps again, but gives back early spike after touching $110
Applied Optoelectronics jumped 12% Monday, peaking at $110 before slipping to $94.32. The surge followed Nvidia’s $2 billion photonics deals and a Wall Street Zen rating upgrade. The company recently reported record Q4 revenue and filed to sell up to $250 million in stock. Traders are watching for further moves ahead of the OFC conference later this month.
AMD stock drops 3% as new Ryzen AI PC chips debut into a jittery market
AMD shares fell 3.1% to $194.04 by mid-morning Monday, underperforming the broader chip sector after the company launched its Ryzen AI 400 desktop processors. Oil prices surged on Middle East conflict concerns, fueling inflation and rate worries ahead of key U.S. data. The Nasdaq dropped 1.53% at the open. AMD’s new chips target Microsoft Copilot+ PCs, with systems expected in the second quarter.
Apple stock price today: AAPL dips as $599 iPhone 17e and new iPad Air land
Apple shares fell 0.5% to $262.80 in morning trading Monday as U.S. stocks slipped on geopolitical tensions. Apple launched the iPhone 17e and a redesigned iPad Air, both available March 11, with preorders starting Wednesday. Investors are watching preorder demand and Friday’s U.S. jobs report for signals on risk appetite. Google reportedly discussed hosting servers for Siri using its Gemini AI model, Reuters said.
AMD stock slides as new Ryzen AI desktop chips debut at MWC; markets stay skittish
AMD shares fell about 2.5% to $195.14 in New York after the company launched new Ryzen AI desktop processors at Mobile World Congress. The drop came amid a broader tech selloff as investors monitored Middle East tensions and awaited Friday’s U.S. jobs report. Nvidia rose 1.5% while Intel slipped. AMD said new chips with on-device AI will reach desktops in Q2 from HP and Lenovo.