Today: 25 June 2026
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Artificial Intelligence 18 May 2026 - 19 May 2026

Warby Parker Shares Slip After AI Glasses Reveal; Investors React

Warby Parker Shares Slip After AI Glasses Reveal; Investors React

Warby Parker shares fell Tuesday after the company unveiled its first “Intelligent Eyewear” with Google and Samsung, but did not disclose pricing or a launch date. The stock traded at $25.51, with volume triple the average. The new AI-powered glasses are set for a fall launch and will support multiple prescriptions and lens options. First-quarter revenue rose 8.3% to $242.4 million, while gross margin slipped to 54%.
Intel Stock Bounces as Wall Street Rethinks AI Narrative

Intel Stock Bounces as Wall Street Rethinks AI Narrative

Intel shares climbed 3.3% to $111.69 Tuesday afternoon, rebounding after five sessions of losses as Citi and Benchmark raised price targets, citing stronger CPU demand. Trading volume topped 112 million shares. The move came ahead of Nvidia’s earnings, which options traders expect to trigger a major market shift. Intel CEO Lip-Bu Tan was set to speak at a J.P. Morgan conference later in the day.
Astera Labs Moves Higher as Wall Street Eyes Next AI Bottleneck

Astera Labs Moves Higher as Wall Street Eyes Next AI Bottleneck

Astera Labs shares surged 15.2% to $248.36 Tuesday after Evercore ISI raised its price target and management highlighted rising AI data-center demand. CEO Jitendra Mohan said revenue grew from $65 million at its 2024 IPO to $308 million last quarter. The company’s market value neared $45 billion, with shares trading at about 168 times earnings. One customer accounted for over 70% of projected 2025 revenue.
Snowflake Shares Jump Ahead of Results as Wall Street Bets on AI Demand

Snowflake Shares Jump Ahead of Results as Wall Street Bets on AI Demand

Snowflake shares rose 6.3% to $174.62 in morning trading Tuesday, outperforming major U.S. index funds. BofA Securities raised its price target to $205, citing strong demand for Snowflake’s AI tools. The company reports fiscal first-quarter results after the U.S. market close on May 27. Trading volume reached 3.6 million shares, with a market value near $59.4 billion.
Seagate Shares Dip Again as AI Storage Demand Pinches Supply

Seagate Shares Dip Again as AI Storage Demand Pinches Supply

Seagate shares fell 2.3% to $723.81 Tuesday, extending Monday’s 6.87% drop after CEO Dave Mosley warned new factories would take too long to meet surging AI-driven demand for hard drives. Mosley said Seagate is boosting output by upgrading existing plants and technology, not building new facilities. Investors remain concerned about supply shortages despite strong revenue and cash flow.
ServiceNow AI move puts pressure on Salesforce

ServiceNow AI move puts pressure on Salesforce

ServiceNow shares jumped 8.8% to $103.44 Monday after Bank of America resumed coverage with a Buy rating and set a $130 target, citing AI as a growth driver. Salesforce rose 3.4% despite being rated Underperform with a $160 target. ServiceNow reported Q1 subscription revenue up 22% to $3.67 billion. Customers spending over $1 million annually on its AI tools grew more than 130% year over year.
Standard Chartered’s Push Into AI May Cut 7,000 Jobs as Bank Looks for 18% Returns

Standard Chartered’s Push Into AI May Cut 7,000 Jobs as Bank Looks for 18% Returns

Standard Chartered will cut over 7,000 jobs by 2030 and aims for an 18% return on tangible equity, focusing on AI and automation to boost efficiency. The bank reported record Q1 operating income of $5.9 billion and profit before tax of $2.5 billion. Job cuts will mainly affect corporate and support roles in hubs like Bengaluru, Tianjin, and Warsaw. The bank seeks to attract $200 billion in new wealth by 2028.
Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet shares rose in pre-market trading Tuesday after Google and Blackstone announced a U.S. AI cloud venture, with Blackstone committing $5 billion to add 500 megawatts of data-center capacity by 2027. Alphabet’s Class A shares closed Monday at $396.94 and were quoted at $401.09 before the market opened. The move coincides with the first day of Google I/O and follows strong Q1 earnings.
LiveRamp Rallies 27% After Publicis $2.5 Billion Cash Bid

LiveRamp Rallies 27% After Publicis $2.5 Billion Cash Bid

Publicis Groupe agreed to buy LiveRamp Holdings for $38.50 a share in cash, valuing the U.S. data-collaboration firm at $2.546 billion. LiveRamp stock jumped to $37.77 on the news, while the broader market fell. LiveRamp reported fiscal Q4 revenue of $206 million, up 9% from a year earlier. Publicis said the deal will boost its adjusted earnings per share from the first year after closing.
Zeta Global Surges 12% After OpenAI Ad Remarks

Zeta Global Surges 12% After OpenAI Ad Remarks

Zeta Global shares rose 11.6% to $19.19 Monday after CEO David Steinberg said the company reached an agreement to help OpenAI run its advertising. The stock outperformed the broader market, with SPY and QQQ both down. Zeta recently joined Snowflake’s Open Semantic Interchange and reported Q1 revenue up 50% year-over-year. Investors cited strong guidance and increased Athena AI agent usage.
AI stocks stall as bond market weighs on Wall Street

AI stocks stall as bond market weighs on Wall Street

The Nasdaq fell 0.65% Monday as technology shares slid, with chip stocks retreating ahead of Nvidia’s earnings. Oil prices rose and Treasury yields stayed near recent highs, keeping inflation concerns in focus. NextEra and Dominion Energy announced a $66.8 billion merger, sending Dominion up 10%. Regeneron shares dropped after its melanoma drug missed a key trial goal.
Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital shares fell about 10% to $38.30 in midday trading Monday, retreating from an earlier high of $42.75 as investors took profits and re-evaluated risk in AI-infrastructure stocks. The drop followed a recent rally driven by a $7.5 billion, 15-year lease with a major U.S. cloud customer and the spin-off of its ChronoScale unit. Broader market declines and rising Treasury yields also weighed on the stock.
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Stock Market Updates

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 25.06.2026

25 June 2026
WisdomTree Issuer ICAV declares Q2 2026 dividends for multiple ETFs, including $0.2066 per share for WisdomTree Emerging Markets Equity Income UCITS ETF and $0.5797 for WisdomTree Europe Equity UCITS ETF - USD Hedged; payments set for July 17, 2026, with ex-dates from July 2, covering various currencies and share classes at WMR 4pm rates.
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.
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