Pentagon staff are resisting the Claude AI ban as replacement could take 18 months. OpenAI, Amazon, and Google lobby DOD to reverse Anthropic designation.

Signet Jewelers (SIG) stock declined 7% following fiscal 2027 guidance that missed analyst expectations, overshadowing a strong Q4 earnings performance.

Accenture (ACN) stock dropped 3% despite beating Q2 estimates as weak Q3 guidance and client spending concerns weighed on investor sentiment.

Micron stock dropped 5% despite strong earnings. Five Below surged 8% on sales growth. Alibaba fell 4.5%. See Thursday’s biggest stock movers.

Iran attacks Qatar’s Ras Laffan LNG facility, triggering 26% natural gas price surge and 8% Brent crude spike. Trump threatens South Pars destruction.

Alibaba (BABA) shares fell 4% after Q3 revenue of $41.4B missed forecasts and net income dropped 66% due to heavy AI and commerce investments.

TSMC (TSM) posts record $10.1B February revenue, up 22% YoY, as Nvidia becomes largest customer at 19% share, overtaking Apple’s smartphone chips.

Tesla (TSLA) stock slides as NHTSA escalates Full Self-Driving probe to engineering analysis, examining 3.2M vehicles after nine crashes and one death.

Samsung (SSNLF) stock climbs on $73B chip investment plan for 2026, targeting AI memory leadership and challenging TSMC, SK Hynix in HBM race.

Rocket Lab (RKLB) stock gains 2% pre-market after securing $190M DoD hypersonic contract and receiving Buy rating from Clear Street with $88 target.