Today: 26 June 2026
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Artificial Intelligence 20 March 2026 - 27 March 2026

CrowdStrike Stock Back in Focus as Cybersecurity Spending Holds Up, AI Debate Shifts

CrowdStrike Stock Back in Focus as Cybersecurity Spending Holds Up, AI Debate Shifts

CrowdStrike shares closed Thursday up 1.75% at $392.62, still 31% below their 52-week high. The company launched Charlotte AI AgentWorks with partners including AWS and Anthropic at the RSA Conference on March 25. Fiscal 2026 revenue rose 22% to $4.81 billion, with annual recurring revenue at $5.25 billion. IBM expanded its partnership, integrating CrowdStrike’s AI into its threat-operations system.
27 March 2026
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Alphabet Stock Nears Bear Market as Google’s $185 Billion AI Spend Faces Wall Street Test

Alphabet Stock Nears Bear Market as Google’s $185 Billion AI Spend Faces Wall Street Test

Alphabet shares fell 3.1% to $280.53 Thursday, extending a 15% slide from February highs, as investors questioned the company’s plan to nearly double capital spending to up to $185 billion in 2026. The drop followed strong revenue growth but came amid broader tech declines, legal setbacks, and concerns that massive AI investments could strain near-term cash flow.
26 March 2026
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NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

Nvidia shares traded near $179 early Thursday, holding a $4.53 trillion market value after a 2% gain. The company reported $68.1 billion in fourth-quarter revenue, up 73% year-over-year. Arm’s new data-center CPU announcement sent its shares up 20% Wednesday, highlighting rising competition in AI chips. Nvidia last week detailed a plan to sell 1 million chips to Amazon Web Services by 2027.
26 March 2026
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Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk will invest about $1 billion in Taiwan's Nanya Technology, acquiring a 3.9% stake and securing a multi-year DRAM supply deal. Sandisk shares fell 3.5% in U.S. trading; Nanya stock rose 4.6% in Taipei. The purchase price of NT$223.9 per share is a 15% discount to Nanya's 30-day average. Nanya will use proceeds for factory upgrades and advanced memory production.
25 March 2026
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Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir Stock Price Jumps After Golden Dome Report Revives Defense AI Bet

Palantir shares climbed 2.8% to $159.19 in early New York trading Wednesday after Reuters reported the firm is developing software for the Trump administration’s $185 billion Golden Dome missile shield. The stock outperformed the Nasdaq 100 and major defense contractors. No contract for Golden Dome work has been announced. Palantir’s revenue jumped 70% in the fourth quarter to $1.41 billion.
25 March 2026
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Hyatt Uses AI Search and New Amex Offer to Chase Direct Hotel Bookings

Hyatt Uses AI Search and New Amex Offer to Chase Direct Hotel Bookings

Hyatt is expanding its use of artificial intelligence to target travelers before they choose destinations, aiming to drive more direct bookings, CEO Mark Hoplamazian said in Berlin. The company is rolling out an AI tool for hotel managers to 250 properties by April and 1,000 by year-end. Select American Express cardholders received a targeted $75 offer on Hyatt stays booked directly. Hyatt reports higher daily rates and RevPAR.
25 March 2026
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UiPath Stock Price Sinks 9% as AI Disruption Fears Slam Software Sector Again

UiPath Stock Price Sinks 9% as AI Disruption Fears Slam Software Sector Again

UiPath shares fell 8.7% to $11.07 in late trading Tuesday amid a broader tech selloff, despite reporting its first full year of profit and a $500 million buyback. The company forecast slower revenue growth for fiscal 2027, fueling investor concerns as competition from newer AI agents intensifies. The iShares Expanded Tech-Software Sector ETF dropped 4.2%, with HubSpot, Atlassian, and Salesforce also posting steep declines.
24 March 2026
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Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns

Why Amazon Stock Price Fell 1.4%: AWS Bahrain Trouble Revives AI-Spending Concerns

Amazon shares fell 1.4% to $207.24 Tuesday, about 20% below their 52-week high, as the company faces $200 billion in planned 2026 capital spending, much for AI infrastructure. AWS operations in Bahrain were disrupted by drone activity, the second such incident in a month. The Nasdaq dropped 0.84% amid rising oil prices and Treasury yields. Amazon told AWS customers to migrate to other regions but gave no recovery timeline.
24 March 2026
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Nokia Oyj Stock Price Climbs 3% as Telecom Rally Puts AI Bet Back in Focus

Nokia Oyj Stock Price Climbs 3% as Telecom Rally Puts AI Bet Back in Focus

Nokia shares rose 2.92% to 7.04 euros in Helsinki Tuesday, while U.S. ADRs gained 1.86%. Telecom stocks outperformed in Europe, with sector gains of 2.5%. Nokia’s AI-driven optical networking push and recent contract wins have fueled a 26% stock rise this year, but some analysts see the rally outpacing near-term results. Vietnam’s 5G contracts to Huawei and ZTE highlight ongoing competition.
24 March 2026
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Microsoft Stock Falls as Bulls Call 21% Slide a Bargain, Bears Point to AI Spending Risk

Microsoft Stock Falls as Bulls Call 21% Slide a Bargain, Bears Point to AI Spending Risk

Microsoft shares fell 2.5% Tuesday to $373.61, now down 21% from January highs. Investors remain split after quarterly results showed revenue up 17% and net income up 60%, but capital spending surged and cloud margins narrowed. Morningstar and Seeking Alpha called the drop a buying opportunity, while a TipRanks-linked piece urged caution, citing slower growth and margin pressure.
24 March 2026
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Amazon stock price jumps as Wall Street rethinks $200 billion AI bet

Amazon stock price jumps as Wall Street rethinks $200 billion AI bet

Amazon shares rose 2.3% to $210.14 on Monday, outpacing the S&P 500 and Nasdaq after a bullish analyst note and a Wall Street rebound. The gain follows an 11% drop this year amid scrutiny of Amazon’s $200 billion AI-driven capex plan. AWS revenue rose 24% last quarter to $35.6 billion, but rivals grew faster. Amazon raised $54 billion in bonds this month to fund expansion.
24 March 2026
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Nokia Stock Price Today: Shares Bounce, but AI Bet Still Needs Proof

Nokia Stock Price Today: Shares Bounce, but AI Bet Still Needs Proof

Nokia’s U.S. shares rose about 1% to $8.06 on Monday as Wall Street rebounded and oil prices dipped after Washington paused planned strikes on Iranian power plants. The stock had fallen nearly 4% Friday and remains below its March 16 high. Nokia recently launched new fiber-networking products and expanded AI partnerships with TIM Brasil and Deutsche Telekom. The company’s annual meeting is set for April 9, with Q1 results due April 23.
23 March 2026
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Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Stock Jumps on Pentagon AI Win, but Morgan Stanley Warns There’s Little Room for Error

Palantir Technologies shares climbed $6.22 to $156.90 on Monday after the Pentagon moved to formalize its Maven AI system and Wedbush reiterated a bullish outlook. Deputy Defense Secretary Steve Feinberg ordered Maven to become a program of record by fiscal year-end, shifting oversight to the Pentagon’s AI office. Morgan Stanley maintained an equal-weight rating, citing high valuation but noting strong demand and growth in Palantir’s commercial business.
23 March 2026
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Microsoft Stock Selloff Sparks Fresh Buy Calls, but AI Spending Risks Linger

Microsoft Stock Selloff Sparks Fresh Buy Calls, but AI Spending Risks Linger

Microsoft shares rose 1% to $385.71 in early New York trading Monday after bullish analyst commentary, despite ongoing concerns over the payoff from its heavy AI spending. Morningstar and Evercore set price targets near $600, while some analysts warned margin pressure could persist through 2026. Microsoft’s contracted cloud backlog more than doubled to $625 billion last quarter. Investors remain cautious amid inflation and rising yields.
23 March 2026
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AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

AI Stocks Today: Nvidia, Microsoft and Broadcom Slide as Oil Tops $100 and OpenAI Seeks Fresh Cash

Nvidia, Broadcom, Microsoft, AMD, and Micron fell early Monday as oil topped $100 a barrel and traders priced out Federal Reserve rate cuts. OpenAI offered private-equity firms a 17.5% minimum return and early access to new models. Elon Musk said Tesla and SpaceX will build two chip factories in Austin. Nasdaq 100 futures dropped 0.72% premarket.
23 March 2026
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Fundrise VCX Surges After Delayed NYSE Debut as Investors Chase Private AI Access

Fundrise VCX Surges After Delayed NYSE Debut as Investors Chase Private AI Access

Fundrise’s VCX closed Friday at $117.70, up 54.5% since its March 19 NYSE debut, despite repeated trading halts. The fund’s last reported NAV was $18.26, putting Friday’s close at over six times asset value. VCX holds 85% of its portfolio in private companies, with 43.8% in AI firms like Anthropic and OpenAI. The surge came as the S&P 500 hit a six-month low amid Iran war tensions and rising oil prices.
22 March 2026
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Why Vistra Stock Price Fell 12.6% as AI-Power Shares Tumbled

Why Vistra Stock Price Fell 12.6% as AI-Power Shares Tumbled

Vistra Corp shares fell 12.6% Friday to $146.02, with trading volume surging to 11.1 million shares. Constellation Energy, Talen Energy, and NRG Energy also dropped sharply, reflecting a broader pullback in AI-linked power stocks. The S&P 500 fell 1.51% and utilities slid 4.11% amid inflation and rate worries. The selloff followed Vistra’s recent investment-grade rating upgrade from Fitch.
21 March 2026
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Fundrise VCX Stock Surges 55% After NYSE Debut as Retail Investors Chase Private AI

Fundrise VCX Stock Surges 55% After NYSE Debut as Retail Investors Chase Private AI

Fundrise Innovation Fund shares closed at $117.70 Friday, up 54.5% from Thursday’s $76.16, and more than six times its March 2 net asset value of $18.26. The fund, which invests heavily in private AI companies including Anthropic, Databricks, and OpenAI, began trading Thursday after a delayed NYSE listing. VCX was briefly halted for volatility. Over 100,000 investors hold shares.
21 March 2026
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Sandisk Stock Pulls Back After Citi Raises Target as 1,200% AI Rally Meets Valuation Test

Sandisk Stock Pulls Back After Citi Raises Target as 1,200% AI Rally Meets Valuation Test

Citi raised Sandisk’s price target to $875 from $750 after Micron’s strong quarterly results, but Sandisk shares fell 4.4% to $738.50 in early Friday trading. Micron, Western Digital, and Seagate also dropped. Sandisk’s stock has surged over 1,200% in the past year, outpacing the average analyst target of $570. Micron reported record revenue and raised its capital spending outlook.
20 March 2026
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Stock Market Today

  • Summertime Stock Market Trends: Record Highs and Growth Sectors
    June 25, 2026, 6:20 PM EDT. The U.S. stock market has demonstrated orderly trading in summer despite typical seasonal lulls, with the Dow hitting record highs. Strong fundamentals, supported by estimated 2026 earnings per share (EPS) growth across S&P 500 companies, underpin market resilience. Three key sectors are driving performance, including Energy, which has surprised due to geopolitical factors like the Iran situation. The new Federal Reserve chair's tone suggests ongoing interest rate hikes, though the market appears to have priced in this outlook. Analysts highlight Micron (MU), Caterpillar (CAT), and Sandisk (SNDK) as top large-cap stocks benefiting from recent earnings upgrades, indicating potential strength in coming months.

Latest News

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

Bloom Energy (NYSE:BE) trades choppy after Russell Top 200 adds the AI play

25 June 2026
Bloom Energy plunged 5.2% as it prepares to exit the Russell 2000 and join the Russell Top 200 after a 1,000% stock surge, forcing index funds to rebalance amid a $15 billion one-day equity swing; at $309.18, shares trade 24 times the midpoint of its 2026 revenue guide, still 12% above Barclays’ new target.
Figma drops ahead of Russell close with valuation gap stretching

Figma drops ahead of Russell close with valuation gap stretching

25 June 2026
Figma (NYSE:FIG) plunged 9.8% to $16.84—just above its 52-week low—on heavy volume ahead of its addition to the Russell 3000 after Friday’s close, with index funds tracking $12.2 trillion set to rebalance; Figma now trades at about 5x its 2026 revenue guide, 49% below its IPO price, despite 46% Q1 revenue growth and raised guidance, as analysts cite mixed ratings and persistent losses.
Bitcoin Holds $80,000 as ETF Outflows Put Rally Back on Trial

Bitcoin slips near $59,500 as ETF outflows hit options support

25 June 2026
U.S. spot bitcoin ETFs saw $469 million in net outflows on June 24, with IBIT and FBTC accounting for about 77% of the total, sending IBIT down 1.1% and MSTR plunging 9.3%; Citi says ETF flows explain 45% of weekly BTC return variation, highlighting outflows as a key signal for investor sentiment as bitcoin tests the high-$50,000s.
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