Today: 15 July 2026
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Artificial Intelligence 3 July 2026 - 6 July 2026

AMD (NASDAQ:AMD) edges lower as market looks at $1 trillion CPU potential

AMD stock rebound weighs on AI premium after Nvidia delay chatter

Advanced Micro Devices Inc. traded at $530.64 in premarket at 04:46 ET, showing a 2.47% uptick from its $517.82 close in the last session, per Investing.com. The stock had dropped 4.26% in regular hours. The premarket rebound clawed back $12.82 of a $23.06 slide, or about 56%, but AMD was still $10.24 below its previous close using this calculation.
6 July 2026
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Oracle (NYSE:ORCL) shares slump as AI backlog now tops company’s market cap

Oracle (NYSE:ORCL) shares slump as AI backlog now tops company’s market cap

Oracle Corporation goes into the July 6 restart facing an unusual challenge for the market—its cloud order backlog is bigger than the company’s equity value. Shares finished at $140.27 on July 2. That put Oracle’s market cap at roughly $408.5 billion. At the end of its fiscal fourth quarter, Oracle showed $638 billion in RPO. So the market cap is about 0.64 times the reported backlog.
5 July 2026
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Alibaba trades near 52-week low after Kling AI funding update

Alibaba trades near 52-week low after Kling AI funding update

Hong Kong’s stock market doesn’t trade on Sundays and stayed closed last Wednesday for the city’s Special Administrative Region Establishment Day. That gave Alibaba Group Holding Limited four trading sessions for Hong Kong investors last week. HKEX's 2026 calendar still puts the market shut on Saturdays, Sundays and public holidays like July 1.
4 July 2026
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Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta’s AI cloud plan puts $62 billion supplier wager in play

Meta Platforms has not confirmed a commercial cloud product. The investor question is already measurable: after $19.84 billion of first-quarter capital expenditures, Meta would need to spend $105.2 billion to $125.2 billion over the final nine months of 2026 to hit its own $125 billion to $145 billion full-year guide. That implies $35.1 billion to $41.7 billion a quarter, or 77%-110% above the first-quarter pace.
4 July 2026
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Palantir surges, adding $23 billion as Nvidia AI tie-up pushes valuation

Palantir stock takes holiday break with $117 billion AI control-layer bet hanging

U.S. stock markets were closed Friday for the Independence Day observed holiday, so Palantir Technologies Inc. only had a four-day trading week. That ended a rough June, with the stock starting July on a firmer note. The New York Stock Exchange will also observe Independence Day on Friday, July 3 in 2026, while regular trading runs 9:30 a.m. to 4:00 p.m. ET otherwise.
3 July 2026
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OpenAI proposal could hand $42.6 billion in AI equity to U.S. government

OpenAI proposal could hand $42.6 billion in AI equity to U.S. government

OpenAI has reportedly offered the U.S. government a 5% stake, which at the company’s latest $852 billion valuation would value the holding at $42.6 billion. That potential piece would be bigger than most recent direct government stakes in U.S. companies and could be key for IPO buyers to watch. OpenAI in March said it closed $122 billion in committed capital.
3 July 2026
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