Today: 25 June 2026
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Artificial Intelligence 26 May 2026 - 27 May 2026

Dow Jones Falls as Bond Yields Signal Trouble for Bulls

Dow Jones Closes at Record as Oil Sinks; AI Stocks Pause

The Dow Jones Industrial Average closed at a record 50,650.76, up 189.08 points, driven by gains in healthcare and consumer stocks as tech shares slipped. Oil prices fell sharply, with Brent crude down 4.6% to $92.25 a barrel. Airlines and cruise lines rose on lower fuel costs. The S&P 500 and Nasdaq posted only slight gains, while chip stocks retreated.
Meta Stock Pops as Paid AI Plans Hand Investors a Fresh Growth Story

Meta Stock Pops as Paid AI Plans Hand Investors a Fresh Growth Story

Meta shares rose about 3.9% to $636.43 late Wednesday after the company began rolling out paid subscription tiers for Instagram, Facebook, WhatsApp, and Meta AI. Bloomberg reported new Meta AI chatbot plans at $7.99 and $19.99 per month. The move comes as Meta projects 2026 capital expenditures of up to $145 billion to build AI infrastructure. The stock outperformed other ad-driven tech peers in late trading.
Cipher Digital Shares Jump Close to All-Time High as Wall Street Watches AI Data-Center Push

Cipher Digital Shares Jump Close to All-Time High as Wall Street Watches AI Data-Center Push

Cipher Digital Inc. shares jumped 9.5% to $25.21 on Wednesday, nearing a 52-week high as trading volume surged and market cap hit $10.2 billion. The stock rose after updates on new AI data center leases and a $200 million credit facility, despite first-quarter revenue falling to $34.8 million and net loss widening to $114.3 million. Total debt stood at $5.2 billion at March 31.
Apple Breaks $300 Line; Investors Watch What’s Next Beyond the iPhone

Apple Stock Gets AI Boost Ahead of WWDC

Apple shares rose 0.8% to $310.71 Wednesday, lifting its market cap near $4.58 trillion, as investors focused on iPhone and services strength ahead of June’s Worldwide Developers Conference. BofA raised its price target to $380, citing potential AI-driven revenue. Microsoft and Nvidia fell while Alphabet gained. Apple trades at about 37.6 times earnings, raising stakes for upcoming AI announcements.
Keel Infrastructure Shares Pop Again, Traders Watch KEEL’s AI Play

Keel Infrastructure Shares Pop Again, Traders Watch KEEL’s AI Play

Keel Infrastructure shares rose 7.99% to $5.54 on Nasdaq as of 3:01 p.m. EDT, with volume at 39.2 million. The company reported $533 million in liquidity but saw first-quarter revenue fall 23% to $37 million and operating loss widen to $98 million. Keel recently rebranded from Bitfarms after moving its base to the U.S. in April. Investors are trading the stock as an AI data center and power infrastructure play.
Hoth Therapeutics Stock Explodes As Rocket One Ticker Change Puts Tiny Biotech Into Space-AI Trade

Hoth Therapeutics Stock Explodes As Rocket One Ticker Change Puts Tiny Biotech Into Space-AI Trade

Hoth Therapeutics shares jumped 71% to $1.21 in heavy trading after the company said it will change its name to Rocket One Inc. and switch its Nasdaq ticker to RKTO on May 28. The firm will shift focus from biotech to space, defense, and nanomagnetic AI chips, with legacy drug programs moving to a subsidiary. Hoth reported no revenue and a $2.7 million net loss last quarter.
IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Shares Jump After $1.6 Billion Dell Agreement Puts Focus on AI Revenue Target

IREN Limited shares rose 9.4% to $65.42 after the company announced a $1.6 billion deal to buy Dell hardware for its Texas data center. The agreement aims to speed up deployment of Nvidia Blackwell systems for AI customers, with commissioning set for early 2027. Volume topped 44 million shares, pushing market cap to $21.8 billion. IREN expects annualized run-rate revenue to reach $4.4 billion after installation.
Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital shares hovered near $45.25 Wednesday after the company signed a 15-year, $7.5 billion lease for 300 MW at its Polaris Forge 3 AI data center. The deal pushed total contracted lease revenue to $31 billion and capacity to 1,200 MW. Intraday trading volume neared 10 million shares. Investors remain focused on execution risks, including power and construction timelines.
AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

Roundhill Memory ETF (DRAM) reached $10 billion in assets in 50 days, the fastest ETF to hit that milestone. The fund, up 87% since its April 2 launch, has seen heavy inflows as investors target memory-chip makers like Micron, Samsung, and SK Hynix amid an AI-driven chip shortage. Micron and SK Hynix both briefly crossed $1 trillion in market value this week. Filings for a 2x leveraged version are underway.
Micron stock (MU): India chip plant goes live as S&P lifts rating — what to watch next week

Micron Hits $1 Trillion as AI Memory Demand Lifts Stock, Wall Street Keeps Buying

Micron Technology crossed $1 trillion in market value Tuesday, closing at a record $895.88 after UBS raised its price target to $1,625. Shares rose 5.8% premarket Wednesday as demand for AI-related memory chips surged. The company reported fiscal Q2 revenue of $23.86 billion and projected Q3 revenue of $33.5 billion. SK Hynix also hit $1 trillion, joining Samsung and Micron among top memory chipmakers.
Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron tops $1T as AI memory play draws Wall Street

Micron shares surged 19.3% to $895.88 Tuesday, lifting its market value past $1 trillion for the first time after UBS raised its price target to $1,625. The Philadelphia semiconductor index hit a record, jumping 5.5%. Micron reported fiscal Q2 revenue of $23.86 billion, up from $8.05 billion a year ago. The company said its high-bandwidth memory supply for 2026 is already sold out.
Nvidia Shares Flat After Big Earnings Beat as Street Looks for More

Nvidia missed out as AI stocks hit fresh records. What’s next for traders

Nvidia shares fell 55 cents to $214.86 Tuesday, even as the S&P 500 and Nasdaq closed at record highs. First-quarter revenue jumped 85% to $81.6 billion, with data center sales up 92%. China revenue dropped to $4.55 billion from $9.66 billion a year ago amid export restrictions. The company forecast $91 billion in second-quarter revenue and announced an $80 billion buyback.
TeraWulf Jumps on Kentucky AI Site Deal, Power Race Back in View

TeraWulf Jumps on Kentucky AI Site Deal, Power Race Back in View

TeraWulf Inc. shares surged 10% to $25.18 Tuesday after announcing plans for a 1-gigawatt data center campus in Eastern Kentucky, pushing its valuation near $10.7 billion. The company closed the land deal May 22 and aims to bring 500 megawatts online in 2028, with another 500 megawatts by 2030. TeraWulf posted a $427.7 million Q1 net loss despite $34 million in revenue. Crypto miners moving into AI also lifted Hut 8, IREN, and Cipher Mining.
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Stock Market Updates

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

25 June 2026
Micron soared 16.34% after hours as customers locked in nearly $100 billion in future supply obligations—about 2.4 times its latest quarterly revenue—fueling a $400 billion surge in chip stocks and reversing the tech selloff that erased over $1 trillion from the Nasdaq 100 this week.
Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

25 June 2026
Santos shares closed down 0.96% at A$7.24 after Brent crude slumped US$3.34 to US$73.74, cutting potential annual gross sales from its new Pikka project by about US$50 million at plateau rates; Pikka’s ramp to 80,000 barrels per day is key, as oil price swings now have a direct impact on Santos’ production-linked revenue and its US$2.5 billion net debt reduction target.
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