Artificial Intelligence 30 June 2026

Meta Platforms (NASDAQ:META) surge values AI cloud bet at $128 billion

Meta’s (NASDAQ:META) $145B AI cloud plan to get investor reaction

Meta Platforms is said to be planning a move into cloud, shifting the focus for the stock from building AI to selling compute. Bloomberg reported the company would offer AI computing and models to other firms, putting it in direct play with Amazon.com, Microsoft, and Alphabet. Meta did not comment to Reuters on the story.

3 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:META·Stock Market·Technology

Microsoft tops Nasdaq as $2.5 billion AI plan sparks bargain trade

Microsoft Corporation shares climbed Thursday even as the Nasdaq Composite slipped 0.80%. Investors moved out of chip stocks and into some software names. Microsoft ended up $6.21 at $390.49 on 41.23 million shares, a bit above its 65-day average.

3 July 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT

Amazon shares inch higher as investors watch AWS AI bets

Amazon.com Inc ticked higher late Thursday while the Nasdaq slipped. The move was modest but gave investors a clearer signal than the overall index performance. Traders looked at AWS’s newest AI-services pitch as a shot at turning big AI outlays into actual customer sales, instead of just higher data center costs. Shares last traded at $242.67, up 82 cents, or 0.34%, with 47.2 million shares changing hands. Market cap is around $2.64 trillion.

2 July 2026

Amazon·Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·Stock Market

Dow sets new record close as Apple and Amgen help blue chips, AI stocks lag

The Dow Jones Industrial Average finished Thursday at a new closing high of 52,680.29, trading between 52,395.22 and 52,805.12 during the day. That beats the last record close Tuesday at 52,319.20. The Dow added 1.55% for the week, which is short due to markets closing for July Fourth.

2 July 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:AMGN·Stock Market

Marvell Technology (NASDAQ:MRVL) slips, AI data-center premium narrows ahead of holiday

Marvell Technology, Inc. dropped 10.8% to $242.78 on Thursday afternoon, leading losses among chip stocks. Broadcom Inc., NVIDIA Corp. and the broader market also slipped as traders sold semiconductors ahead of the long U.S. market holiday.

2 July 2026

Artificial Intelligence·Data Centers·NASDAQ:MRVL·Stock Market

Oracle (NYSE:ORCL) AI backlog tops market cap but spending keeps rising

Oracle is trading less like a typical software name and more like a buildout on credit, with $638 billion in future contracted revenue, a $411 billion market cap, and cash outflows that are outpacing near-term revenue realization.

2 July 2026

Artificial Intelligence·Cloud Computing·NYSE:ORCL·Stock Market

Apple (NASDAQ:AAPL) shares up, leaving little margin for error on AI upgrade story

Apple Inc. jumped 3.9% to $305.81 at about 10:50 a.m. in New York, tacking on around $168 billion in market value. That move cut against the broader tape: Invesco QQQ Trust slipped 0.8%, while SPDR S&P 500 ETF Trust traded up 0.2%. The focus is on the gap here—Apple is being pushed back toward its June highs even as fresh survey data raises doubts about whether AI features are making iPhone owners upgrade any faster.

2 July 2026

Artificial Intelligence·NASDAQ:AAPL·Stock Market·Technology

Palantir surges, adding $23 billion as Nvidia AI tie-up pushes valuation

Palantir Technologies Inc. trades more like a gatekeeper for enterprise AI than a regular software play.

2 July 2026

Artificial Intelligence·Stock Market

Reddit (NYSE:RDDT) shares surge $4.6 billion on AI deal before firm books licensing revenue

Reddit, Inc. heads into Thursday’s New York premarket with investors looking at the numbers: shares jumped 13.7% Wednesday, closing at $197.42. That move adds about $4.6 billion in equity value, based on MarketBeat’s listed $38.01 billion market cap. In its March-quarter filing, Reddit reported $120.6 million in performance obligations tied mostly to long-term content licensing contracts longer than a year.

2 July 2026

Artificial Intelligence·NYSE:RDDT·Reddit·Stock Market·Technology

Meta Platforms (NASDAQ:META) surge values AI cloud bet at $128 billion

Meta Platforms jumped 8.8% in early New York premarket Thursday after a Reuters item said Bloomberg News reported Meta is planning to offer extra AI compute power through a new cloud business. The Nasdaq opens for its normal session at 9:30 a.m. EDT. With markets closed Friday for the Independence Day holiday, Thursday is the last U.S. cash trading day before the long weekend.

2 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·NASDAQ:CRWV·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NBIS·Stock Market

NVIDIA Corporation (NASDAQ:NVDA) stock tests $200 as chip selloff shifts to AI capacity risk

NVIDIA Corporation is starting Thursday with a cleaner test than most chip stocks: the stock is below $200, but it did not fall like the rest of the semiconductor tape. Nvidia closed Wednesday at $197.58, down $2.51, or 1.25%, after touching $193.45. It was quoted at $195.50 at 4:07 a.m. EDT in premarket trade.

2 July 2026

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

Amazon (AMZN) stock gains with AWS’s $1B AI engineer plan testing AI capex returns

Amazon.com, Inc. traded at $241.70 late Wednesday in after-hours, up 1.4% from Tuesday’s close. The Invesco QQQ Trust lost 1.5% and the SPDR S&P 500 ETF Trust edged down 0.1%. The quote was posted after the regular Nasdaq session, which runs from 9:30 a.m. to 4 p.m. Eastern. After-hours continues until 8 p.m. The Nasdaq is set to close on Friday, July 3, for Independence Day.

2 July 2026

Artificial Intelligence·NASDAQ:AMZN·Stock Market

IREN (NASDAQ:IREN) falls as AI-cloud ARR valuation slips, Meta risk weighs on neoclouds

IREN Ltd dropped 5.4% to $43.28 late Wednesday as shares of AI cloud infrastructure companies sank. The move followed reports that Meta Platforms is working on a cloud business to sell excess AI computing capacity. Quiver Quantitative said there was no obvious new press release or SEC filing from IREN connected to a negative event as of July 1.

1 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:IREN·Stock Market

Datavault AI (NASDAQ:DVLT) gains 21% on $700 million minerals push, but $1 Nasdaq gap holds

Datavault AI Inc. jumped 21.0% to $0.4234 by midday Wednesday. The company said it is teaming up with Patriot Strategic Metals LLC on a planned strategic minerals platform with an initial Phase I program of up to $700 million. Shares stayed well below the $1 close needed for a Nasdaq cure.

1 July 2026

Artificial Intelligence·NASDAQ:DVLT·NASDAQ:SCLX·Stock Market·Technology

Palantir (NASDAQ:PLTR) jumps, sets new valuation high after NVIDIA (NASDAQ:NVDA) AI agreement

Palantir Technologies Inc. surged 8.8% to $126.98 as of 10:47 a.m. EDT Wednesday. Shares saw an intraday low of $117.70. The company’s valuation hit around $326.5 billion.

1 July 2026

Artificial Intelligence·NASDAQ:NVDA·NASDAQ:PLTR·NYSE:SRFM·Stock Market

CoreWeave and Nebius face Nasdaq-100 test as AI rally cools

Meta (NASDAQ:META) cloud move rattles CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) as $15 billion AI compute deal shifts to risk

Meta Platforms jumped nearly 10% Wednesday after Bloomberg News said, via Reuters, that the company is starting a cloud business to sell surplus AI computing power. CoreWeave was down 14% and Nebius Group dropped 16% as of 10:50 a.m. in New York, according to current data.

1 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:CRWV·NASDAQ:META·NASDAQ:NBIS·Stock Market·Technology

ServiceNow (NYSE:NOW) shares climb after Guggenheim says AI pullback overdone

ServiceNow, Inc. traded higher Wednesday after Guggenheim’s John DiFucci upgraded the stock. Shares were last at $102.81, climbing 3.6%. The stock opened at $104.00 and hit $104.99 at the high. Volume reached 4.4 million shares as of 9:47 a.m. EDT.

1 July 2026

Artificial Intelligence·NYSE:NOW·Stock Market

Brookfield (NYSE:BAM) raises AI power deal framework to $25B; Bloom Energy (NYSE:BE) stock moves

Bloom Energy shares soared late Tuesday as Brookfield Asset Management increased its financing framework for Bloom’s AI infrastructure power projects to $25 billion, up from $5 billion. The move shifts the deal into a test for Bloom’s ability to deploy the new capital quickly. Reuters said the stock climbed 12% in after-hours trading after the two groups revealed the new figure.

1 July 2026

Artificial Intelligence·NYSE:BAM·NYSE:BE·Renewable Energy

South Korea chip shift moves AI capex focus to tool makers

ASML Holding was the biggest mover after South Korea’s new chip spending news. Shares in the Dutch equipment maker ended up 6.79% at 1,721.40 euros in Amsterdam on June 30. ASML’s market cap hit 675.86 billion euros, Google Finance shows. The gain adds around 43 billion euros to equity value in a day.

30 June 2026

AMS:ASML·Artificial Intelligence·KRX:000660·KRX:005930·Semiconductors

Rezolve AI surges after $300M buyback vote targets over a quarter of shares

Rezolve AI PLC climbed around 12% Tuesday after getting shareholder signoff for a capital reduction and a share buyback of up to $300 million. The mandate stands out as big compared to the current number of shares.

30 June 2026

Artificial Intelligence·NASDAQ:RZLV·Share Buybacks·Stock Market

Artificial Intelligence 30 June 2026 - 3 July 2026