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News articleYahoo Finance· March 2, 2026

Tech stocks today: Nvidia invests $4B in photonics makers, Apple announces low-cost iPhone, OpenAI strikes deal with Pentagon

View original at finance.yahoo.com
Tech stocks today: Nvidia invests $4B in photonics makers, Apple announces low-cost iPhone, OpenAI strikes deal with Pentagon Artificial intelligence leader Nvidia (NVDA) announced two new $2 billion investments into Coherent (COHR) and Lumentum (LITE), whose stocks jumped on Monday, as the AI giant looks to scale up i…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Latest iPad Airs are up to 30% faster than iPad Air with M3 processor and 2.3x faster than model with M1 chip

    80% confidence

  • Capital expenditures would increase from $15.4 billion in 2025 to at least $30 billion in 2026

    80% confidence

  • Our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's

    80% confidence

  • What we are witnessing is not a temporary squeeze, but a tsunami-like shock originating in the memory supply chain, with ripple effects spreading across the entire consumer electronics industry

    80% confidence

  • Data Center revenue for Q4 was record $62.3 billion, up 75% from a year ago and up 22% sequentially, driven by major platform shifts – accelerated computing and AI

    80% confidence

  • The global smartphone market, particularly Android manufacturers, faces a significant threat

    80% confidence

  • This is a simple, common-sense request that will prevent Anthropic from jeopardizing critical military operations and potentially putting our warfighters at risk

    80% confidence

  • Computing has fundamentally changed. In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context

    80% confidence

  • The contract language received overnight from the Department of War made virtually no progress on preventing Claude's use for mass surveillance of Americans or in fully autonomous weapons

    80% confidence

  • We retain full discretion over our safety stack, we deploy via cloud, cleared OpenAI personnel are in the loop, and we have strong contractual protections

    80% confidence

  • We cannot in good conscience accede to their request

    80% confidence

  • We don't need it, we don't want it, and will not do business with them again

    80% confidence

  • The Department of War has no interest in using AI to conduct mass surveillance of Americans (which is illegal) nor do we want to use AI to develop autonomous weapons that operate without human involvement

    80% confidence

  • I am confident in their cash flow growing

    80% confidence

  • The partnership remains strong and central between Microsoft and OpenAI

    80% confidence

  • OpenAI shares Anthropic's red lines on mass surveillance and autonomous weapons

    80% confidence

  • Anthropic would rather cut ties with government than cross two red lines: using models for mass surveillance of US citizens and using them to develop fully autonomous weapons

    80% confidence

  • For Q4, hyperscaler revenue increased and remained our largest customer category at slightly over 50% of Data Center revenue, while growth was led by the rest of our Data Center customers as revenue diversified

    80% confidence

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