Welcome to Investing News Network’s weekly briefing on tech news and the tech stocks that are moving the market.
We also analyze next week’s catalysts to help you prepare for the week ahead.
Technical sector performance this week
Tech investors broke another wall this week amid fresh AI headlines against a backdrop of worsening geopolitics and credit markets.
The week started on a hopeful note, with markets rising on speculation that conflict with Iran may be easing, fueling a rally in big tech and crypto on Monday (March 23); However, strong messages from both the White House and Tehran quickly sent oil and bonds back up, ending the early week’s risk rally.
Within tech, software names experienced another glut reports Amazon (NASDAQ:AMZN) Web Services is developing AI agents to automate tasks in sales, business-development and cybersecurity teams, where the company recently cut hundreds of jobs, it was reported Tuesday (March 24).
This week also focused on the funding situation with both Ares and Apollo Global Management (NYSE:APO) Setting quarterly withdrawal limits Major private credit funds lost about 5 percent of assets after a surge in redemption requests, effectively trapping more capital. Barclays (NYSE:BCS) also Said It is reducing asset-based lending to smaller borrowers following losses linked to the collapse of Market Financial Solutions and Tricolor Holdings, another sign that leverage is becoming tougher for borrowers outside the top tier. For the tech ecosystem, this combination points to a slower, more selective capital pipeline for everything from late-stage private companies to small infrastructure companies.
Memory chip makers also hit after Google (NASDAQ:GOOGL) turboquant paper A way to compress AI key-value caches by nearly six times without affecting the accuracy of the content was reported, leading to sharp selling in DRAM and HBM-related names like Sandisk (NASDAQ:SNDK) and Western Digital (NASDAQ:WDC).
Analysts were quick to argue that cheaper, more efficient speculation often leads to more usage and ultimately higher aggregate demand, but the first move this week was the classic de-rating of anything tied to memory intensity that is sending these stocks soaring.
“This whole fear thing is in the headlines, and it’s a perfect example of where we are in the market right now, because it’s extremely narrative driven,” said Nicholas Mersh, portfolio manager at Purpose Investments.
“As soon as Google came out and said, hey, we got an algorithm breakthrough that uses less memory, all these names just tanked. It has to do a little bit with the overall ecosystem as well as geopolitical concerns in general, but when you narrow it down to these memory companies, they come back today. It’s really interesting in terms of the dynamics that we’re seeing in the overall market that it’s based on a very knee-jerk reaction and how “It’s very reactionary in terms of where plug-ins come out.”
NASDAQ COMPOSITE (INDEXNASDAQ:.IXIC) It ended in the red for the fifth consecutive week, closing at 20,948.36, down 4.76 percent from Monday’s start.
Diamondback Energy, Marvell Technology and Demonstration of Arm Holdings, March 23 to 27, 2026.
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Top tech news of the week
- Elon Musk during an event in Austin on Saturday Said Tesla (NASDAQ:TSLA) and SpaceX will collaborate to build a “TerraFab” in Austin near Tesla’s headquarters to design and manufacture semiconductors for both companies. The factory will eventually produce a series of chips tailored for projects including Tesla’s Cybercab and Optimus robots, and another series for SpaceX. Additionally, information informed SpaceX could file its long-awaited IPO as soon as next week, according to a source with direct knowledge of the plans.
- Health ring manufacturer Ora has Allegedly Bankers are being interviewed to advise on an IPO that could come as soon as this year, according to a person with direct knowledge of the discussions.
- Microsoft (NASDAQ:MSFT) and NVIDIA (NASDAQ:NVDA) announced The “AI for Nuclear” initiative, a collaborative effort to accelerate nuclear power construction, at the CERAWeek energy industry conference. Brad Smith, Microsoft president and vice president, said the two companies have created a solution “that we hope will play an important role in expanding nuclear power generation.”
- Global X launched The Global The ETF began trading on the TSX and NYSE on Thursday.
- meta Said It will increase its investment in the El Paso, Texas, data center from US$1.5 billion to more than US$10 billion.
- source for Information Anthropic executives are discussing a potential IPO in the fourth quarter, and potential bankers expect the company to raise more than US$60 billion.
- Apple (NASDAQ:AAPL) announced The four new partners – Bosch, Cirrus Logic, TDK and Qnity Electronics – have committed to spend US$400 million into its domestic supply chain through its US Manufacturing Programme, with a total of US$400 million for these programs through 2030. Also source for Bloomberg Said The company plans to integrate external AI chatbots with its Siri digital assistant.
- ShieldAI, a company that makes AI-powered drones, announced On Thursday it plans to raise US$1.5 billion in Series G funding at a valuation of US$12.7 billion. A portion of the proceeds will help finance the company’s planned acquisition of defense software company Echelon Technology.
- Senator Bernie Sanders and Representative Alexandria Ocasio-Cortez Pur: Legislation that would halt new data center construction and major upgrades until Congress enacts AI safeguards, including rules on labor and energy use. The bill is unlikely to pass in its current form, but the news highlights the political resistance to the scale and side effects of data center build-outs that underlies the entire AI investment story.
- Quantum computing firm Xanadu Quantum Technologies (TSX:XNDU) began trading on the TSX on Thursday, opening at US$14, forty percent higher than its original US$10 SPAC price.
Tech news to watch next week
AI-powered chip sentiment will be on investors’ radar amid a heavy macro and geopolitical backdrop as we enter the second quarter next week. Markets will remain closed in America and Canada on the occasion of Good Friday (April 4).
Global inflation and productivity releases, as well as US activity and sentiment data, could alter expectations for the Fed’s path and, by extension, discount rates for longer-term tech.
Positioning and valuation jitters remain a theme in AI and broader tech, keeping markets on high alert for any guidance revisions or management commentary.
Don’t forget to follow us @INN_Technology For real time news updates!
Securities Disclosure: I, Megan Seiter, do not have any direct investment interest in any of the companies mentioned in this article.
