#350–3.75%
AI capex as a theme is also under increasing scrutiny — investors are questioning **ROI on hyperscaler spending**, a dynamic that could weigh on pure infrastructure plays.
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## Watch Today
1. **SMCI** — The federal indictment news is a major structural negative. Watch for further board/management changes, potential customer defections, and whether the DOJ action expands. This could have supply chain ripple effects across AI server builds.
2. **NVDA** — The post-earnings momentum is significant. With Q1 FY2027 guidance of $78B, watch whether the stock can hold $1,000 and whether the broader market sell-off eventually catches up to it. Any Fed commentary or macro data in the next 24–48 hours could test this rally.
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Sources:
- [Stock Market Today (Live) — The Motley Fool](https://www.fool.com/investing/2026/03/26/stock-market-today-live-coverage/)
- [Tech Stocks in Spotlight: NVDA, GOOGL, MSFT, AAPL, META, ORCL — Meyka](https://meyka.com/blog/tech-stocks-in-spotlight-nvda-googl-msft-aapl-meta-orcl-and-more-trending-today-2603/)
- [NVIDIA Q4 Fiscal 2026 Earnings — NVIDIA Newsroom](https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2026)
- [NVIDIA Q3 2026 Earnings — 24/7 Wall St.](https://247wallst.com/companies/nvda/earnings/2026/Q3)
- [Palantir Expands Partnership With Bain — GuruFocus](https://www.gurufocus.com/news/8745265/palantir-pltr-expands-ai-partnership-with-bain-company)
- [Bain & Palantir Partnership Announcement — PR Newswire](https://www.prnewswire.com/news-releases/bain--company-announces-expansion-of-lead-global-management-consulting-partnership-with-palantir-to-bring-world-industry-leading-ai-transformation-capabilities-to-clients-302725533.html)
- [SMCI Latest News — StockTitan](https://www.stocktitan.net/news/SMCI/)
- [C3.ai Analyst Ratings — MarketBeat](https://www.marketbeat.com/stocks/NYSE/AI/forecast/)
- [Fed Watch 2026 — FinancialContent](https://markets.financialcontent.com/stocks/article/marketminute-2026-2-25-fed-watch-2026-markets-divided-over-march-rate-cut-as-inflation-stickiness-persists)
- [PLTR vs. SOUN vs. BBAI Upside Analysis — TipRanks](https://www.tipranks.com/news/pltr-vs-soun-vs-bbai-which-ai-stock-could-deliver-the-highest-upside-according-to-wall-street)
- [SoundHound AI (SOUN) — Yahoo Finance](https://finance.yahoo.com/quote/SOUN/)
- [Oracle (ORCL) — StockTitan](https://www.stocktitan.net/news/ORCL/)
