Today: 26 June 2026
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Artificial Intelligence 13 March 2026 - 20 March 2026

Planet Labs Earnings Beat as Record Revenue Brings Nvidia AI Push Into Focus

Planet Labs Earnings Beat as Record Revenue Brings Nvidia AI Push Into Focus

Planet Labs reported fourth-quarter revenue up 41% to $86.8 million and full-year sales rising 26% to $307.7 million, both above analyst expectations. Remaining performance obligations jumped 106% to $852.4 million. The company forecast fiscal 2027 revenue between $415 million and $440 million. Planet is expanding AI and GPU-based image processing in partnership with Nvidia.
20 March 2026
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Palantir Stock Climbs as New AI Mortgage Deal, UBS Target Hike Help PLTR Buck Weak Market

Palantir Stock Climbs as New AI Mortgage Deal, UBS Target Hike Help PLTR Buck Weak Market

Palantir shares rose 1.9% to $155.68 Thursday, defying a broader market decline after announcing a partnership with Moder to launch an AI-powered mortgage platform. UBS raised its price target to $200. The Pentagon plans to phase out Anthropic’s Claude from Palantir’s Maven system, complicating key defense contracts. Director Alexander Moore sold 16,000 shares March 16, leaving him with 1,156,978 shares.
19 March 2026
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SanDisk Stock (SNDK) Slips Even After Citi Lifts Target to $875 as AI Rally Faces Valuation Test

SanDisk Stock (SNDK) Slips Even After Citi Lifts Target to $875 as AI Rally Faces Valuation Test

SanDisk shares fell 1.5% to $742.50 Thursday despite Citi raising its price target to $875. The stock has surged since reporting second-quarter revenue up 61% year-over-year and strong AI-driven demand for NAND flash. Micron dropped 2.9% after raising its 2026 capital spending forecast by $5 billion. Wall Street’s average target for SanDisk stands at $688.33, implying downside.
19 March 2026
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Alibaba Stock Falls After Earnings Miss as AI Cloud Growth Fails to Offset China Price War

Alibaba Stock Falls After Earnings Miss as AI Cloud Growth Fails to Offset China Price War

Alibaba shares fell Thursday after the company missed quarterly revenue and net income estimates, with net income dropping 66% to 15.63 billion yuan for the December quarter. Cloud revenue rose 36%, but core commerce margins remained under pressure amid weak Chinese demand and heavy spending on delivery and discounts. U.S.-listed ADRs dropped about 1.6% in premarket trading.
19 March 2026
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Why Nvidia’s $31 Billion Networking Business Is the Real Test of Its $1 Trillion AI Bet

Why Nvidia’s $31 Billion Networking Business Is the Real Test of Its $1 Trillion AI Bet

Nvidia’s networking business posted $11 billion in quarterly revenue, more than tripling from a year ago and surpassing Cisco’s comparable sales. Total quarterly revenue hit a record $68.1 billion, with data center revenue at $62.3 billion. CEO Jensen Huang projected a $1 trillion revenue opportunity through 2027. Nvidia shares fell 0.8% in Thursday trading.
19 March 2026
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Micron Stock Falls After Record Q2 Earnings as AI Memory Boom Forces Bigger Spending

Micron Stock Falls After Record Q2 Earnings as AI Memory Boom Forces Bigger Spending

Micron Technology reported record quarterly revenue of $23.86 billion and adjusted earnings of $12.20 a share, forecasting a sharp rise next quarter. Shares fell about 5% after the company announced fiscal 2026 capital spending above $25 billion, $5 billion higher than previously planned. Micron cited surging AI-driven demand for memory chips and rising prices for DRAM and NAND. The company completed a $1.8 billion site purchase in Taiwan for expansion.
19 March 2026
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Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

ServiceNow CEO Bill McDermott warned graduate unemployment could hit the “mid-30s” within years as AI replaces entry-level office jobs. BlackRock’s Larry Fink said the class of 2026 may face the toughest job market in years. Recent college graduate unemployment reached 5.7% in late 2025, with underemployment at 42.5%, the highest since 2020, according to the New York Fed.
19 March 2026
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Sandisk Stock Gets Fresh AI Storage Lift After Micron Beat, but Valuation Fight Deepens

Sandisk Stock Gets Fresh AI Storage Lift After Micron Beat, but Valuation Fight Deepens

Sandisk shares rose 4.6% to $753.69 Wednesday after new analyst reports cited continued growth in data center flash storage demand despite the stock’s rally. The company reported fiscal Q2 revenue of $3.03 billion, up 61% year-over-year, and forecast Q3 revenue of $4.4–$4.8 billion. Sandisk and Kioxia extended their flash supply agreements through 2034. Peers Micron and Western Digital also reported strong AI-driven demand.
18 March 2026
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Nebius Stock Rebounds After $4 Billion Note Sale as Meta AI Deal Stays in Focus (Business Wire)

Nebius Stock Rebounds After $4 Billion Note Sale as Meta AI Deal Stays in Focus (Business Wire)

Nebius shares rose 4.4% to $121.42 Wednesday after the company priced an upsized $4 billion convertible note sale. The company expects about $3.96 billion in net proceeds, earmarked for data centers, GPUs, and AI cloud expansion. The move follows a Meta deal worth up to $27 billion and Nvidia’s $2 billion investment for an 8.3% stake. The notes are set to settle March 20.
18 March 2026
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UBS Says CTAs Dumped 75% of Equities, Sees Sage AI Pricing Power and Reworks High-Yield Desk

UBS Says CTAs Dumped 75% of Equities, Sees Sage AI Pricing Power and Reworks High-Yield Desk

UBS said commodity trading advisers have cut 75% of global equity exposure since the Middle East conflict began, leaving them nearly neutral on stocks. The bank reiterated a “buy” rating on Sage, citing AI-driven pricing power, and set a 1,025 pence target. Sage shares traded at 842.4 pence Tuesday. UBS is also restructuring its European high-yield trading desk, according to a separate report.
17 March 2026
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Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia projected at least $1 trillion in AI chip revenue through 2027 and unveiled new Vera CPUs and Groq-based systems at its GTC conference in San Jose. CEO Jensen Huang said the Vera Rubin platform is now in full production, with Samsung set to manufacture Groq LP30 chips for shipment in late 2026. Nvidia shares traded at $183.22 Tuesday, valuing the company at $4.53 trillion.
17 March 2026
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Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel’s Xeon 6 CPUs will power Nvidia’s DGX Rubin NVL8 AI servers, set for release in the second half of 2026, according to announcements at Nvidia’s GTC conference. Each system pairs two Xeon 6776P chips with eight Rubin GPUs. Nvidia’s larger NVL72 racks will use its own Vera CPUs. Intel continues to face challenges with its 18A manufacturing process and meeting AI-driven CPU demand.
17 March 2026
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UiPath Stock Price Today: PATH Flat as New BMO Target Cut Revives AI Revenue Doubts

UiPath Stock Price Today: PATH Flat as New BMO Target Cut Revives AI Revenue Doubts

UiPath shares closed nearly flat at $11.57 Monday, underperforming other AI stocks after BMO Capital cut its price target to $14. The company forecast fiscal 2027 revenue growth of just over 9%, down from 13% in 2026, and guided ARR to about $2.05 billion. UiPath reported fourth-quarter revenue up 14% to $481 million and posted its first full-year profit under standard accounting.
16 March 2026
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SoundHound AI Stock Rises on Nvidia GTC Reveal as Cramer Warning Clashes With 10X Bull Case

SoundHound AI Stock Rises on Nvidia GTC Reveal as Cramer Warning Clashes With 10X Bull Case

SoundHound AI shares rose about 3% to $7.53 Monday after announcing a fully on-device automotive assistant to debut at Nvidia’s GTC conference. The company reported Q4 revenue up 59% to $55.1 million, with full-year revenue nearly doubling to $168.9 million. SoundHound ended 2025 with $248 million in cash and no debt. Wall Street expects growth to slow in 2026 and 2027.
16 March 2026
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Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Super Micro Computer shares rose about 2% to $31.37 as Nvidia’s GTC conference opened in San Jose. The company reported December-quarter revenue of $12.68 billion, up 123% from a year earlier, but gross margin fell to 6.3%. Receivables and inventories surged to $11.0 billion and $10.6 billion, while operating cash flow for the first half of fiscal 2026 was negative $941 million.
16 March 2026
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Nokia Stock Price Today: Nokia Oyj Shares Rise as AI Network Bet Faces April Test

Nokia Stock Price Today: Nokia Oyj Shares Rise as AI Network Bet Faces April Test

Nokia shares gained about 1% in Helsinki Monday, trading near 7.3 euros and up 31% for 2026. Morgan Stanley raised its price target to 8.50 euros last week, citing AI and cloud demand, while Arete Research downgraded the stock. Nokia expanded partnerships with TIM Brasil and Deutsche Telekom, and over 75 partners now use its Network as Code platform. Investors await first-quarter results on April 23.
16 March 2026
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Why Amazon Stock Price Is Slipping Despite a Court Win and New AI Deal

Why Amazon Stock Price Is Slipping Despite a Court Win and New AI Deal

Amazon shares fell 0.7% to $208.11 Friday despite a Luxembourg court overturning an $854 million privacy fine and a new AWS-AI chip partnership with Cerebras. Investors remained cautious amid Amazon’s $200 billion spending plan and broader tech market weakness. Amazon declined to comment on reports it may move Prime Day to June. Regulatory and operational pressures persist.
13 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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