Artificial Intelligence 19 July 2026

U.S. futures gain as chip stocks recover; narrow market breadth puts focus on AI earnings

NEW YORK, July 21, 2026, 04:06 EDT — U.S. stock futures advanced after chipmakers rebounded, though limited participation across sectors heightened expectations for upcoming AI-related earnings reports.

21 July 2026

Artificial Intelligence·Earnings Reports·NASDAQ:GOOGL·NASDAQ:TSLA·NASDAQ:TXN·Stock Market·Technology

Cipher Digital (NASDAQ:CIFR) Rallies 17% as AI Data-Center Stocks Lead Over Bitcoin

Cipher Digital Inc. climbed 17.0% to reach $20.54 on Monday. U.S. cash markets closed before the dateline. The share price had fallen 20.6% over the previous week.

21 July 2026

Artificial Intelligence·Cryptocurrency·Data Centers·NASDAQ:CIFR·Stock Market·Technology

MARA Holdings shares climb 9% following rival AI agreements, highlighting contract disparity

MARA Holdings, Inc. finished Monday’s session at approximately $11.66, marking a gain of nearly 9%. U.S. trading had just wrapped up.

20 July 2026

Artificial Intelligence·NASDAQ:MARA·Stock Market·Technology

Global Mofy AI (NASDAQ:GMM) soars 58% as trading volume surpasses post-split shares

Shares of Global Mofy AI Limited rose 57.8% to $4.04 by 2:50 p.m. EDT. Trading volume hit 23.7 million shares as markets remained open.

20 July 2026

Artificial Intelligence·Nasdaq·NASDAQ:GMM·Stock Market

Hut 8 (NASDAQ:HUT) surges 11.5% following another $9.8 billion AI lease, as 2028 delivery takes center stage (PR Newswire)

Shares of Hut 8 rose 11.5% to $101.99 as of 1:39 p.m. EDT on Monday, after announcing a second AI lease valued at $9.8 billion. U.S. markets remained open, with the Nasdaq Composite up 0.4%.

20 July 2026

Artificial Intelligence·NASDAQ:HUT·Stock Market

AI Chip Rebound Puts $725 Billion Big Tech Investment Under Cash-Flow Scrutiny

Alphabet, Amazon.com, Microsoft and Meta Platforms could spend up to $725 billion this year. The scale is stark. That equals about 118% of their latest combined trailing-12-month operating cash flow.

20 July 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·Technology Trends

Bloom Energy (NYSE:BE) Falls After $1.7 Billion AI Agreement Puts Revenue Realization to the Test

Shares of Bloom Energy dropped 5.6% on Monday morning. The $1.7 billion AI-power financing secured last week was not enough to maintain the gains seen on Friday.

20 July 2026

Artificial Intelligence·NYSE:BE·Stock Market

Oracle (NYSE:ORCL) Shares Drop 63%, Increasing Dilution from $20 Billion AI Funding Proposal

Oracle's dilution cost has increased following its 63% share price drop. Offloading $20 billion in stock around Friday’s closing price would mean issuing roughly 158 million shares. Preliminary estimates suggest this represents 5.5% of Oracle’s outstanding shares.

20 July 2026

Artificial Intelligence·NYSE:ORCL·Technology

SpaceX (NASDAQ:SPCX) Pentagon AI Discussions Highlight $7.7 Billion Capital Expenditure

SpaceX is in talks with the U.S. Defense Department on a data-center contract valued at several billion dollars, according to the Wall Street Journal. The project would support military AI model operations. Discussions are ongoing and could collapse. Reuters was unable to confirm the report independently.

20 July 2026

Artificial Intelligence·Defense Technology·Stock Market

Alibaba (HKG:9988) shares gain 3.7% after Qwen3.8 launch, AI premium remains modest

Alibaba Group Holding Limited gained 3.73% on Monday following an early look at its Qwen3.8 artificial-intelligence model, which features 2.4 trillion parameters. The stock finished at HK$116.80 when Hong Kong’s cash market closed.

20 July 2026

Artificial Intelligence·HKG:9988·Stock Market·Technology

Oil volatility challenges AI stocks as earnings approach

The most distinct market indication on Monday was not the slight drop in stocks. Instead, it was the 25.9-point weekly separation between Brent and semiconductor stocks.

20 July 2026

Artificial Intelligence·Earnings Reports·Energy Sector·NASDAQ:AMD·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:TSLA·Stock Market·Technology Trends

MARA Holdings (NASDAQ:MARA), formerly Marathon Digital, drops 15% as market shifts to signed AI capacity

U.S. cash equities did not open on Sunday. MARA ended Friday at $10.69, marking a 6.4% decrease on the session. The stock declined 15.2% compared to the previous Friday’s close.

20 July 2026

Artificial Intelligence·Cryptocurrency·NASDAQ:MARA·Technology

Oracle (NYSE:ORCL) Shares Recover, Though $24 Billion Cash Shortfall Weighs on AI Backlog

Oracle closed Friday at $126.41, rebounding from a new 52-week low of $121.50. Despite the late recovery, shares ended the week down 10.1%. The S&P 500 dropped 1.01% Friday.

19 July 2026

Artificial Intelligence·NYSE:ORCL·Stock Market

Alibaba (NYSE:BABA) heads into Qwen3.8 challenge following surge from Apple approval

Alibaba Group Holding started Monday with a new AI development. The company introduced Qwen3.8-Max on Sunday, following the close of trading for both its listings.

19 July 2026

Artificial Intelligence·NYSE:BABA·Stock Market

Microsoft (NASDAQ:MSFT) advances ahead of Nasdaq as investors anticipate AI capex easing

Microsoft gained from $385.10 to $393.82 over the past week. The Nasdaq slipped 2.8% and the S&P 500 dropped 1.5%. On Friday, Microsoft declined 1.8%.

19 July 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market·Technology

After Nvidia (NASDAQ:NVDA): AI Platform Stocks Poised for Upside

Chip buyers, rather than sellers, could deliver the next upside surprise in artificial intelligence. Alphabet is set to provide the most direct test when it announces results on July 22.

19 July 2026

Artificial Intelligence·NASDAQ:NVDA·Stock Market·Technology

Will the AI Rally Withstand Earnings Season? Five Key Questions for Investors

AI-related stocks are starting the earnings season with mixed signals. Out of 49 S&P 500 firms that have reported so far, 90% topped analyst estimates. LSEG currently expects second-quarter profits to rise by 26%. However, the chip index has slipped into bear market territory.

19 July 2026

Artificial Intelligence·Earnings Reports·LON:LSEG·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:NVDA·NASDAQ:TSLA·NASDAQ:TXN·NYSE:UBS·Stock Market

SoundHound AI (NASDAQ:SOUN) Stock: Merger Arithmetic Highlights Execution Priorities

SoundHound AI closed Friday 10.4% under the merger's $7 price floor. U.S. markets did not open Sunday and will resume trading Monday.

19 July 2026

Artificial Intelligence·NASDAQ:LPSN·NASDAQ:SOUN

Magnificent Seven to Undergo Major AI-Era Earnings Test as Profit Margins Tighten

The Magnificent Seven approach earnings season with a much narrower profit-growth advantage, putting their substantial AI investments under greater scrutiny.

19 July 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NASDAQ:TSLA·Stock Market·Technology

Wall Street Week Ahead: AI Earnings Face High Expectations and 10 Key Catalysts for Investors

Wall Street faces a greater challenge this week beyond another round of strong earnings. Investors are looking for reassurances that the artificial-intelligence spending cycle will continue.

19 July 2026

Artificial Intelligence·Earnings Reports·NASDAQ:GOOGL·NASDAQ:TSLA·NASDAQ:TXN·NYSE:GM·Stock Market

Artificial Intelligence 19 July 2026 - 21 July 2026

U.S. futures gain as chip stocks recover; narrow market breadth puts focus on AI earnings

Cipher Digital (NASDAQ:CIFR) Rallies 17% as AI Data-Center Stocks Lead Over Bitcoin

MARA Holdings shares climb 9% following rival AI agreements, highlighting contract disparity

Global Mofy AI (NASDAQ:GMM) soars 58% as trading volume surpasses post-split shares

Hut 8 (NASDAQ:HUT) surges 11.5% following another $9.8 billion AI lease, as 2028 delivery takes center stage (PR Newswire)

AI Chip Rebound Puts $725 Billion Big Tech Investment Under Cash-Flow Scrutiny

Bloom Energy (NYSE:BE) Falls After $1.7 Billion AI Agreement Puts Revenue Realization to the Test

Oracle (NYSE:ORCL) Shares Drop 63%, Increasing Dilution from $20 Billion AI Funding Proposal

SpaceX (NASDAQ:SPCX) Pentagon AI Discussions Highlight $7.7 Billion Capital Expenditure

Alibaba (HKG:9988) shares gain 3.7% after Qwen3.8 launch, AI premium remains modest

Oil volatility challenges AI stocks as earnings approach

MARA Holdings (NASDAQ:MARA), formerly Marathon Digital, drops 15% as market shifts to signed AI capacity

Oracle (NYSE:ORCL) Shares Recover, Though $24 Billion Cash Shortfall Weighs on AI Backlog

Alibaba (NYSE:BABA) heads into Qwen3.8 challenge following surge from Apple approval

Microsoft (NASDAQ:MSFT) advances ahead of Nasdaq as investors anticipate AI capex easing

After Nvidia (NASDAQ:NVDA): AI Platform Stocks Poised for Upside

Will the AI Rally Withstand Earnings Season? Five Key Questions for Investors

SoundHound AI (NASDAQ:SOUN) Stock: Merger Arithmetic Highlights Execution Priorities

Magnificent Seven to Undergo Major AI-Era Earnings Test as Profit Margins Tighten

Wall Street Week Ahead: AI Earnings Face High Expectations and 10 Key Catalysts for Investors

TechStock² Updates

US Markets Open: Dow Rises Despite Slow Hiring and Climbing Costs, Weak Market Breadth

EA (NASDAQ:EA) acquisition finalised at $210 following 9% shortfall in bookings

Opendoor Technologies (NASDAQ:OPEN) falls post-Q2 as stock-based pay surpasses unit gains

Dell’s $51 Billion AI Order Backlog Surpasses Projected FY27 Revenue Shortfall, Highlighting Margin Concerns

IonQ (NYSE:IONQ) shares slide ahead of Q2 report as SkyWater agreement prompts valuation review

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