Artificial Intelligence 8 July 2026

SoFi Stock and AI: Street Looks to $1 Trillion Mark, Not $10 Trillion

SoFi Technologies gained 2.8% to $19.14 early Friday, up around 7.9% from Wednesday’s close. Over two sessions, the move lifted its equity value by about $1.9 billion on a constant-share-count basis. New investor notes are playing up the fintech’s Composer acquisition as another artificial-intelligence story.

10 July 2026

Artificial Intelligence·NASDAQ:SOFI·Stock Market

Nokia shares jump as traders pile in on AI play

Nokia Shares Double, €696 Million Change in Ownership Brings New AI Test

Nokia traded down 0.5% at €11.14 as of 14:33 EEST Friday, giving up some ground while the OMX Helsinki 25 index moved up 0.5%. The stock had jumped 9.6% in the last session but is still up about 101% so far this year.

10 July 2026

Artificial Intelligence·HEL:NOKIA·Stock Market

Wall Street money moved out of AI chips and into defensives after soft jobs data

Wall Street Pushes AI-Memory Trade as $26.5B Bet Reveals Weak Spot

Tech stocks in the U.S. were on track for a weaker start Friday, with SK hynix launching a $26.5 billion offering on Nasdaq. Investors are watching to see if AI demand can handle a deal this size without triggering selling in other positions. Nasdaq-100 futures dropped 0.6%. S&P 500 and Dow futures were steady.

10 July 2026

Artificial Intelligence·NASDAQ:MU·NASDAQ:SKHYV·NASDAQ:STX·NASDAQ:WDC·Stock Market·Technology

AI stocks sidestep Iran oil jolt but charts flash risk

Micron Technology helped push the AI-chip trade higher Thursday, grabbing the lead in a shaky Wall Street bounce as traders piled into semis despite more U.S.-Iran strikes and choppy oil prices.

10 July 2026

Artificial Intelligence·NASDAQ:MU·Oil Prices·Stock Market

HPE Stock’s 10% Jump Has a Hidden AI Backlog Math Problem

Hewlett Packard Enterprise Company jumped 9.94% to $49.11 on Thursday, but the sharper investor read was not the price alone. Using the listed 1.32 billion shares outstanding, the $4.44 gain implied roughly $5.9 billion of added equity value, close to the company’s more than $6.3 billion AI backlog — orders booked but not yet turned into revenue. Volume was almost exactly in line with its 65-day average, and the stock still sat well below its $64.25 52-week high.

9 July 2026

Artificial Intelligence·Financial Insights·NYSE:HPE·Stock Market

Rackspace’s AI run faces $150 million hurdle

Rackspace Technology Inc fell hard Thursday as the market shrugged off its push into enterprise AI, homing in on weaker 2026 guidance and a new equity plan. Shares slumped 29% to $4.67 and volume spiked to almost 40 million shares. Rackspace’s market cap was around $1.17 billion.

9 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:RXT·Technology Trends

Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

AI Stocks Face Their Biggest Test Yet as Micron’s $250 Billion Bet Raises the Bar

Micron Technology’s plan to invest more than $250 billion in the United States through 2035 gave Wall Street a fresh marker for the artificial intelligence trade on Thursday: the spending boom is real, and it now has to show returns. Micron said the plan was driven by demand for memory chips in the AI era, while its shares rose about 8% in early trading.

9 July 2026

Artificial Intelligence·NASDAQ:MU·Stock Market

Salesforce (CRM) hits snag on Wall Street over AI bet

Salesforce stock dropped in premarket trading Thursday after KeyBanc Capital Markets cut its rating on the business software name. The broker said Salesforce’s main AI product still isn’t getting enough customer buy-in to support a positive stance.

9 July 2026

Artificial Intelligence·NYSE:CRM·NYSE:NOW·Stock Market·Technology Trends

SK Hynix’s $28 Billion Nasdaq Launch Puts AI Memory Demand in Focus

SK Hynix’s U.S. share sale is seeing heavy demand, more than seven times oversubscribed, Reuters said, citing a source. The South Korean memory-chip maker is set for one of the biggest equity deals on record as investors look for AI supply chain exposure. SK Hynix declined to comment to Reuters.

9 July 2026

Artificial Intelligence·NASDAQ:SKHY·Semiconductors·Stock Market·Technology

Microsoft gets $2 billion lift from Ackman, Monday looms for AI trade

Microsoft Stock Dips Ahead of AI Earnings Test

Microsoft shares were lower before the bell Thursday, as the focus shifted to the company’s earnings due in late July and how much it is spending on AI. The stock traded at $377.67 at 7:42 a.m. EDT, down 1.48%, after closing at $383.34 on Wednesday, Wall Street Journal data showed.

9 July 2026

Artificial Intelligence·Earnings Reports·Microsoft·NASDAQ:MSFT·Stock Market

Amazon gets Wall Street’s attention over $25B AI debt move

Amazon.com stock was on track to open lower Thursday, with investors watching a new $25 billion bond sale and the company’s big spending on artificial intelligence infrastructure. Shares finished Wednesday down 1.0% at $243.62 and traded at $240.91 premarket just before 8 a.m. EDT.

9 July 2026

Amazon·Artificial Intelligence·NASDAQ:AMZN·Stock Market

CoreWeave Stock Gains 8% Despite Meta Worries

CoreWeave shares finished up 7.75% at $90.00 on Wednesday, clawing back some ground after last week’s Meta-fueled drop. The stock touched $90.15 intraday but volume stayed under its 65-day average, according to market data.

9 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:META·NASDAQ:NVDA·Stock Market·Technology Trends·TSX:GLXY

TeraWulf Stock Jumps Again After Anthropic’s $19 Billion AI Bet — Here’s What Moved It

TeraWulf Inc. shares jumped on Wednesday, leading a mixed U.S. tape, as investors returned to the bitcoin miner-turned-digital infrastructure firm after its long-term lease with Anthropic reset the market’s view of its AI data-center business. The stock closed at $22.83, up 12.8%, and was quoted at $23.22 after hours at 5:01 p.m. in New York.

8 July 2026

Artificial Intelligence·NASDAQ:WULF·Stock Market

Bloom Energy Stock Drops as AI Power Bet Hits Scandium Hurdle

Bloom Energy shares fell Wednesday after Hunterbrook released a short report that questioned the fuel-cell company's China supply-chain disclosures and whether it can ramp up production to meet AI power demand.

8 July 2026

Artificial Intelligence·NYSE:BE·Renewable Energy·Stock Market·Technology Trends

Nikkei’s AI Boom Stalls as Yen Weakens Again

Nikkei 225 fell under 67,000 Wednesday. AI-linked chip shares lost ground as investors trimmed positions. The yen slipped again, hovering near levels that have sparked currency intervention risk.

8 July 2026

Artificial Intelligence·KRX:000660·KRX:005930·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:MU·Stock Market

UiPath (NYSE:PATH) drops with buyback move adding pressure to AI automation names

UiPath, Inc. lagged big tech Wednesday afternoon in New York, dropping 1.7% to $11.45. SPDR S&P 500 ETF Trust slipped 0.4%. Invesco QQQ Trust Series 1 traded almost unchanged. Reuters said Wall Street was under pressure as traders pulled back on risk and oil prices climbed, but UiPath slid harder than the index funds.

8 July 2026

Artificial Intelligence·NYSE:PATH·Stock Market

Penguin Solutions (PENG) trades near highs after AI memory beat, but cash burn still weighs

Penguin Solutions shares surged, not on renewed AI hype, but after the company posted a strong revenue beat driven by memory sales and boosted its full-year outlook, leaving the previous forecast outdated in just one quarter.

8 July 2026

Artificial Intelligence·Earnings Reports·NASDAQ:PENG

Alibaba Group (NYSE:BABA; HKG:9988) rally faces AI cloud optimism, cash issues

Alibaba Group Holding Limited is working off two sessions right now. Hong Kong is finished for the day, New York is still trading. Hong Kong shares closed at HK$107.50, up 12.21%, with 282.13 million shares traded, nearly triple the usual volume. The ADR was at $108.75 as of 11:46 a.m. ET, higher by $10.61 from the last close. The jump is big, but the ADR is still 44% from its 52-week high of $192.67.

8 July 2026

Artificial Intelligence·HKG:9988·NYSE:BABA·Stock Market·Technology

Dividend ETFs under pressure with oil, rates and AI trades splitting markets

NEW YORK - Retail money keeps landing in dividend ETFs, but the tape isn’t making it easy. SPDR S&P 500 ETF Trust slipped 0.77% by 10:47 a.m. in New York. Schwab U.S. Dividend Equity ETF dropped 0.25%, Vanguard High Dividend Yield ETF was down 0.40%, and JPMorgan Equity Premium Income ETF fell 0.60%. The real test now is less about yield screens and more about which income ETF can hang onto cash when oil, rates and equities drop at once.

8 July 2026

Artificial Intelligence·NASDAQ:DGRW·NYSEARCA:DGRO·NYSEARCA:JEPI·NYSEARCA:SCHD·NYSEARCA:SPY·NYSEARCA:VYM·NYSEARCA:XLE·Stock Market

Oracle shares drop with investors discounting $638 billion AI backlog

Oracle shares slipped in New York Wednesday morning. Investors keep discounting the difference between Oracle’s big AI deal backlog and the cash it needs for new data centers. Shares traded at $140.39, off a 52-week high of $345.72 mentioned in a Motley Fool piece on Yahoo Finance Tuesday. The stock lost 25% in the first half of 2026.

8 July 2026

Artificial Intelligence·NYSE:ORCL·Stock Market·Technology Trends

Artificial Intelligence 8 July 2026 - 10 July 2026