Stock Market News for March 17, 2026
699 news published.
Emerging Hardware & AI Supply Chain
Marvell (MRVL) continues to press its edge with a 260‑lane PCIe 6.0 switch and a next‑generation CXL switch, moves that target memory and I/O bottlenecks for large‑model training and inference.
Credo (CRDO) rolled out 800G ZeroFlap transceivers and an 800G DSP family, underscoring optics‑DSP integration as hyperscalers densify links.
Supermicro (SMCI) rolled out an NVIDIA BlueField‑4 STX storage server, reinforcing a trend toward tighter CPU‑accelerator‑SmartNIC integration for inference stacks.
Security, AI & Platform Infrastructure
Varonis (VRNS) launched Atlas to protect models and training data — a timely product as model leakage and compliance risk rise with enterprise AI adoption.
HPE (HPE) framed an intelligent AI grid powered by NVIDIA, a positioning move that could shape procurement for on‑prem and hybrid AI platforms.
F5 (FFIV) and NVIDIA announced features aimed at improving AI factory economics, which may lower barriers for accelerated inference deployments.
Big Tech, Agents & Consumer Platforms
Workday (WDAY) introduced Sana, an agent for HCM and finance workflows — adoption will matter for subscription retention and potential upsell.
lululemon (LULU) released fiscal Q4 and full‑year 2025 results; investors will watch whether marketing and product mixes sustain same‑store sales and margins.
PayPal (PYPL) expanded PayPal USD to 70 markets, broadening its stablecoin rails and the potential for incremental transaction volume over time.
Finance, Capital Markets & Credit
DocuSign (DOCU) reported Q4 fiscal 2026 and boosted its buyback with a $2.0 billion increase to its repurchase program — a capital‑allocation shift that supports EPS and signals cash‑flow confidence.
Infinity Natural Resources (INR) priced an upsized offering of $550 million of 7.625% senior notes due 2031, a sizable raise that will affect leverage and interest costs for the issuer's near‑term capital plan. See the disclosure.
Calumet (CLMT) completed an offering of $150 million of additional 9.75% senior notes due 2031, reshaping near‑term leverage and interest expense profiles. See the disclosure.
Contango (CTGO) and Dolly Varden (DVS) — shareholders cleared the planned merger, a governance milestone that moves the deal past a key hurdle and advances consolidation in junior mining assets. See the vote results.
Energy & Resources
Gran Tierra Energy (GTE) provided an AGM update and announced board changes, then separately unveiled a strategic partnership with Ecopetrol to develop fields near its largest producing asset in the Middle Magdalena Valley — a move that could accelerate production and derisk development execution.
Phoenix Energy (PHXE) posted Q4 and full‑year 2025 results with record revenue and EBITDA, signaling operational traction that investors will watch for sustainability into 2026. Read the results.
Defense, Industrials & Projects
Palantir (PLTR) joined the U.S. Navy and Keel in the ShipOS initiative to accelerate naval production, potentially deepening programmatic revenue with defense integrators.
Optics, Components & Supplier Wins
Lumentum (LITE) remained in focus during OFC demos, underscoring vendor momentum in photonics design‑ins as data‑center optics scale up for AI deployments.
Coherent (COHR) showcased InP technology across a broad product set, reinforcing investor interest in suppliers that can deliver higher‑speed optics as networks densify for AI traffic. See the product overview.
HealthCare & Biotech Movers
Immunocore (IMCR) will present five‑year overall survival data for KIMMTRAK at AACR — a pivotal long‑term readout that could influence commercial and regulatory narratives.
Verastem Oncology (VSTM) had abstracts accepted for the Society of Gynecologic Oncology meeting and now announced late‑breaking and regular abstracts at AACR, elevating the company's near‑term clinical visibility.
Revolution Medicines (RVMD) will showcase progress across its RAS(ON) targeted oncology pipeline with multiple presentations at AACR, offering several translational datapoints investors will parse for program momentum. Read the announcement.
Beyond Cancer (XAIR) reported early clinical activity and a favorable safety profile in interim Phase 1 UNO data, a preliminary signal supporting further development decisions. Read the update.
Lantheus (LNTH) announced a three‑month PDUFA extension for LNTH‑2501, delaying approval timing and extending regulatory uncertainty for its PET diagnostic kit.
Agenus (AGEN) announced an upcoming AACR presentation evaluating botensilimab plus balstilimab in first‑line MSS metastatic colorectal cancer — a study that could inform combination strategies in solid tumors.
Perspective Therapeutics (CATX) had VMT‑α‑NET data accepted for AACR, adding an early datapoint for investors tracking neuroendocrine tumor approaches.
Aarvik Therapeutics (AVBP) will showcase novel ADC molecules based on MUTTA™ and AQUALINK™ platforms at AACR.
ORIC Pharmaceuticals (ORIC) announced preclinical presentations on rinzimetostat (ORIC‑944) at AACR.
Corporate Results & Selected Business Updates
HealthEquity (HQY) reported record revenue, earnings and new HSAs, and raised fiscal 2027 outlook — a sign fees and HSA flows remain resilient in benefits administration. See the release.
Selected Partnerships, Governance & Notices
- Contango (CTGO)’s merger approval with Dolly Varden (DVS) cleared a major shareholder vote and advances consolidation plans in the resource space.
- OraSure (OSUR)’s update following engagement from Altai Capital highlights operational initiatives investors should track for value creation; read the statement.
What Moved Off the Page
To keep this update focused on the highest‑impact earnings, financings, regulatory milestones and AI‑supply shifts, smaller filings, routine presentations and lower‑material press releases were deprioritized.
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