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Artificial Intelligence 20 June 2026 - 22 June 2026

Caterpillar’s AI power trade gets fresh proof as Microsoft-Chevron deal taps Solar Turbines

Caterpillar’s AI power trade gets fresh proof as Microsoft-Chevron deal taps Solar Turbines

Caterpillar was pulled deeper into the artificial-intelligence power trade on Monday after Chevron said a Caterpillar unit would help supply capacity for Project Kilby, a 2.67-gigawatt natural-gas power development tied to a Microsoft-operated data center in West Texas. The project gives the heavy-equipment maker a concrete place in one of the largest U.S. co-located power-and-compute plans disclosed so far.
Nokia Oyj (HEL:NOKIA, NYSE:NOK) slips heading into Q2; AI-optical momentum pressured

Nokia Oyj (HEL:NOKIA, NYSE:NOK) slips heading into Q2; AI-optical momentum pressured

Nokia Oyj fell in Helsinki on Monday, changing hands at €11.71 at 12:33 EEST, off 0.68%, after its New York ADR finished at $13.49, down 2.46%. There’s no new profit warning—Nokia’s last stock exchange update is still its June 9 treasury-share transfer. Traders seem to be selling the AI-optical network rally as the Q2 closed window arrives Tuesday, with earnings set for July 23. Retail traders face a clear choice: is this a reset or the first slip for the AI premium?
AI Draws Trader Interest as Iran Risk Premium Falls

AI Draws Trader Interest as Iran Risk Premium Falls

Oil slid on Monday as progress in U.S.-Iran talks hit prices, but AI stocks stayed strong with fresh money coming in. U.S. stock futures turned higher after early losses, with investors watching for signs out of Tehran and Washington, according to Investing.com. Brent crude traded close to $80 a barrel after Iran said it got waivers for oil and petrochemical exports, easing concerns about supply, Reuters reported. President Donald Trump also took a less tough line on Anthropic.
SPCX Faces Pressure With SpaceX’s $60 Billion AI Push Straining Valuation

SPCX Faces Pressure With SpaceX’s $60 Billion AI Push Straining Valuation

SpaceX stock slipped ahead of Monday’s U.S. open as traders cashed out gains from the record IPO and priced in the $60 billion Cursor deal. The most recent quote for Space Exploration Technologies Corp. was $185.00, down $6.64 or about 3.46% as of 04:06 EDT. Google Finance’s regular-session close on Thursday also showed $185.00, a drop of $6.82 or 3.56%. At $185, the shares are still 37.0% up from the $135 IPO price, but sit 18.0% below the $225.64 high.
Micron stock faces June 24 earnings test after AI memory rally and record close

Micron stock faces June 24 earnings test after AI memory rally and record close

Micron Technology heads into the new week as one of the stock market’s most watched earnings names after a holiday-shortened surge left the memory-chip maker at $1,133.99 a share, up 8.7% in Thursday’s session and about 16% above its June 12 close. U.S. markets were closed Friday for Juneteenth, leaving Thursday’s close as the last regular-session price before trading resumes Monday.
US Stocks This Week: PCE Inflation, Micron Earnings in Focus as AI Rally Hovers Near Records

US Stocks This Week: PCE Inflation, Micron Earnings in Focus as AI Rally Hovers Near Records

Stocks go into the last full week of June with AI leaders still leading, but there’s less margin for error now as investors look ahead to an important inflation print and Micron Technology’s results. Last week was shortened by the Juneteenth holiday—NYSE closed on Friday, June 19. Thursday’s session was the last cash close.
Pelosi family positions in AI, Big Tech grab attention after new trades

Pelosi family positions in AI, Big Tech grab attention after new trades

Pelos family filings show they continue to hold major positions in leading U.S. tech and AI infrastructure stocks, despite selling a large amount of Apple, Nvidia and Amazon back in December. The House filings show these holdings are listed as spouse-owned, not owned directly by Nancy Pelosi.
Constellation Energy stock ends shortened week higher as AI power rules lift nuclear trade

Constellation Energy stock ends shortened week higher as AI power rules lift nuclear trade

Constellation Energy shares ended a holiday-shortened U.S. trading week sharply higher, helped by a fresh federal push to speed electricity connections for large AI data centers and by renewed buying in power producers tied to the data-infrastructure trade. The stock closed Thursday at $274.06, up 2.58% on the day and 8.0% from its June 12 close.
Applied Digital stock ends higher as AI data-center funding shapes holiday-shortened week

Applied Digital stock ends higher as AI data-center funding shapes holiday-shortened week

Applied Digital shares ended a holiday-shortened U.S. trading week higher, with investors still weighing the Dallas company’s rapid buildout of artificial-intelligence data centers against the debt needed to pay for it. The stock closed Thursday at $46.59, up 2.24% on the day, before Nasdaq’s Juneteenth market closure on Friday.
Seagate shares finish week close to 52-week high as AI storage gains hold

Seagate shares finish week close to 52-week high as AI storage gains hold

• Seagate shares finished at $1,070.23 on June 18, rising 0.39% for the day and up almost 15% since the previous Friday’s close at $931.04.• U.S. equity markets didn’t open Friday for Juneteenth. Nasdaq's calendar puts June 19, 2026, as another market holiday.• AI storage demand and a lack of hard disk drives fueled the week’s rally, alongside new Wall Street target bumps for Seagate and Western Digital.
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