The US Department of War has refuted any ongoing negotiations with Anthropic AI despite the AI startup's plans to challenge the government's designation of it as a national security "supply chain risk."

John Moolenar (R-MI) urged the Treasury Secretary to exercise “heightened scrutiny” of “inbound investment push from China” and Chinese businesses wanting to expand market access in critical manufacturing sectors in the U.S.

The Donald Trump administration is reportedly considering a new framework for exporting advanced artificial intelligence chips that could require foreign governments to invest in U.S. data centers.

Trump administration unveiled a voluntary agreement with major technology companies aimed at preventing artificial intelligence data centers from pushing electricity costs higher for U.S. consumers.

Ahead of a meeting between President Donald Trump and Chinese President Xi Jinping in April, the White House is reportedly considering whether to allow Chinese tech giant Tencent Holdings Ltd. (OTC:TCEHY) to maintain its stakes in major video game companies.

Earnings Release

Marvell Technology Inc (NASDAQ:MRVL) reported fourth-quarter revenue of $2.22 billion, beating the consensus estimate of $2.21 billion. The chip designer reported adjusted earnings of 80 cents per share, beating estimates of 79 cents per share.

ChargePoint Holdings Inc (NYSE:CHPT) reported fourth-quarter revenue of $109.32 million, beating the consensus estimate of $104.70 million and a quarterly loss of $1.85 per share, missing estimates for a loss of $1.03 per share.

Kroger Company (NYSE:KR) reported fourth-quarter adjusted earnings per share of $1.28, beating the analyst consensus estimate of $1.20, and sales of $34.725 billion missed the Street view of $35.064 billion.

Bilibili Inc. (NASDAQ:BILI) reported fiscal fourth-quarter 2025 results that topped earnings expectations and highlighted mixed performance across core revenue streams.

Broadcom Inc (NASDAQ:AVGO) reported first-quarter revenue of $19.31 billion, beating analyst estimates of approximately $19.20 billion. The company posted adjusted earnings of $2.05 per share for the quarter, beating estimates of $2.02 per share.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) posted fourth-quarter revenue of $1.31 billion, beating analyst estimates of approximately $1.30 billion. 

AST SpaceMobile Inc (NASDAQ:ASTS) posted fourth-quarter revenue of $54.3 million, beating analyst estimates of $41.11 million. The company noted it secured over $1.2 billion in aggregate contracted revenue commitments from partners last year.

Plug Power, Inc. (NASDAQ:PLUG) reported a fourth-quarter loss of 63 cents per share, missing the analyst estimate for a loss of 10 cents.

Artificial Intelligence

Anthropic plans to challenge the U.S. government in court after the Pentagon designated the AI startup a national security “supply chain risk,”. 

IREN Ltd. (NASDAQ:IREN) ramped up its AI ambitions with a major GPU order from Nvidia, even as investors grapple with questions around a multibillion-dollar equity filing and potential shareholder dilution.

OpenAI has reportedly surpassed $25 billion in annualized revenue as of last month.

Palantir Technologies Inc.’s (NASDAQ:PLTR) flagship military AI platform is reportedly facing disruption after the Pentagon ordered contractors to halt commercial ties with Anthropic.

CoreWeave, Inc. (NASDAQ:CRWV) disclosed a strategic partnership announcement with Perplexity.

Affirm Holdings Inc. (NASDAQ:AFRM) is expanding its presence in AI-powered commerce through a deeper partnership with Stripe.

Nebius Group NV (NASDAQ:NBIS) is advancing its U.S. expansion after securing local approval for a major AI infrastructure project while continuing to report rapid growth in its core AI cloud business.

Lockheed Martin Corp. (NYSE:LMT) has pledged to remove Anthropic‘s Claude AI tools from its operations after President Donald Trump imposed a federal agency-wide ban on the company, with a six-month phase-out period.

Entertainment, Smartphones & Retail

Netflix, Inc. (NASDAQ:NFLX) shares are trading relatively flat on Thursday after the firm said it acquired filmmaking technology company InterPositive, founded by American actor Ben Affleck.

Alibaba Group Holding Ltd. (NYSE:BABA) is strengthening its artificial intelligence push by hiring a key contributor from  Alphabet Inc. (NASDAQ:GOOGL) Google DeepMind to join its Qwen AI team.

Amazon.com, Inc. (NASDAQ:AMZN) has reportedly cut additional jobs in its robotics division.

Amazon Web Services said drone strikes tied to the escalating Middle East conflict caused significant structural damage at facilities in the United Arab Emirates and Bahrain.

Roku, Inc. (NASDAQ:ROKU) announced the addition of Apple Inc.'s (NASDAQ:AAPL) Apple TV to its Premium Subscriptions on The Roku Channel. This move aims to enhance viewer engagement and expand content offerings.

Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) has identified a cybersecurity threat affecting older versions of Apple Inc.‘s (NASDAQ:AAPL) smartphone operating system iOS, which could have possibly emerged from the U.S. government.

Keysight Technologies, Inc. (NYSE:KEYS) announced a collaboration with Qualcomm Inc. (NASDAQ:QCOM), to enhance high-fidelity RF digital twins and optimize massive MIMO performance in next-generation wireless systems.

Qualcomm is positioning robotics as its next major growth engine, with CEO Cristiano Amon signaling the business could scale meaningfully within two years.

Apple is rolling out new MacBook Air and MacBook Pro lineups alongside a revamped Studio Display family — a broad hardware push that puts AI performance front and center across its Mac ecosystem.

Pinterest (NYSE:PINS) shares are up Tuesday as the company announced a significant $1 billion strategic investment from Elliott Investment Management.

Technology & Semiconductor

Meta Platforms Inc. (NASDAQ:META) is advancing its artificial intelligence strategy through custom chip development, new AI tools, and content partnerships to strengthen its technology ecosystem and unlock future growth.

Meta is rolling out several artificial intelligence initiatives—from shopping tools to infrastructure and content partnerships—as it works to expand its AI ecosystem and unlock new value from its platforms.

Meta signed an artificial-intelligence content licensing deal with News Corp (NASDAQ:NWSA) (NASDAQ:NWS) that will pay the media company up to $50 million a year, underscoring how aggressively Big Tech is now paying for journalism to help power chatbots and other AI tools.

SoFi Technologies, Inc. (NASDAQ:SOFI) and Templum revealed the launch of a limited-time private market investment window for accredited investors to access Colossal Biosciences, OpenAI, and Perplexity AI through the Cosmos Fund. 

Siemens AG (OTC:SIEGY) and Palo Alto Networks Inc (NASDAQ:PANW) launched a verified cybersecurity solution for industrial private 5G networks on Wednesday at Mobile World Congress 2026.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) shares were largely flat in Thursday's premarket session as the company expanded its cybersecurity offerings through a strategic partnership with Schwarz Digits.

Semtech Corp. (NASDAQ:SMTC) on Thursday announced that its LoRa technology will continue serving as the core radio modulation for Amazon Sidewalk as the network expands internationally in 2026.

Nvidia Corp. (NASDAQ:NVDA) is adjusting its production strategy amid uncertainty over U.S. export approvals, which continue to limit shipments of advanced AI chips to China.

Nvidia is doubling down on artificial intelligence infrastructure with a $4 billion investment in optical networking companies and a new push into 6G.

Coherent Corp. (NYSE:COHR) announced a multiyear strategic agreement with Nvidia Corp. (NASDAQ:NVDA) to advance next-generation optics technologies aimed at scaling AI data center infrastructure.

Automobile & Aircrafts

Ford Motor Co. (NYSE:F) has issued a fresh recall affecting over 604,533 units across multiple model lines as the company continues to grapple with recall woes.

Ford reported a 5.5% decline in its U.S. February sales as it scales back EV offerings amid an anti-electric-vehicle policy environment.

Tesla Inc. (NASDAQ:TSLA) has recorded an uptick in its reported registrations across multiple markets in the European region, in what could be a boost for the company amid falling sales.

BYD Co. Ltd. (OTC:BYDDY) has applied for a permit to import its vehicles in Canada following the reduced tariff agreement between Ottawa and Beijing.

NASA is reportedly seeking rocket components from Boeing Co. (NYSE:BA) and Lockheed Martin Corp‘s (NYSE:LMT) joint venture, the United Launch Alliance (ULA).

Li Auto Inc.'s (NASDAQ:LI) February deliveries showed signs of stabilization, with the company handing over 26,421 vehicles — up 0.6% year over year — despite seasonal disruption from the Spring Festival holiday.

XPeng Inc. (NYSE:XPEV) delivered 15,256 vehicles in February, a steep 49.90% drop from a year earlier and a 23.76% decline from January.

NIO (NYSE:NIO) reported that it delivered 20,797 vehicles in February 2026, marking a significant increase of 57.6% year-over-year (Y/Y).

Finance & Bitcoin

Robinhood Markets Inc. (NASDAQ:HOOD) has unveiled a new platinum card that offers incentives for autonomous ride-hailing services, access to the Transportation Security Administration‘s (TSA) PreCheck facility and more.

SoFi Technologies (NASDAQ:SOFI) announced an enhanced partnership with Mastercard Incorporated (NYSE:MA) to enable SoFiUSD as a settlement option across Mastercard’s global payments network.

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