Artificial Intelligence 24 July 2026

Microsoft’s (NASDAQ:MSFT) AI investment of $40 billion scrutinized ahead of earnings

Microsoft heads into earnings week following a 3.1% drop across five sessions. The focus has shifted from the existence of Azure demand to whether that demand is sufficient to exceed infrastructure expenses.

26 July 2026

Artificial Intelligence·Earnings·NASDAQ:MSFT·Stock Market·Technology

IREN Limited (NASDAQ:IREN) Shares Retain 10% Weekly Advance Despite Friday Slide, AI Deals Lend Support

IREN Limited ended trading on Friday at $37.07, falling 8.65%. However, the stock remains up 10.3% since its close on July 17.

26 July 2026

Artificial Intelligence·NASDAQ:APLD·NASDAQ:CRWV·NASDAQ:HUT·NASDAQ:IREN·NASDAQ:NBIS·Stock Market·Technology

SoundHound AI (NASDAQ:SOUN) Shares Close Under $7 Floor, Limiting Dilution at Base Level

U.S. markets did not open on Saturday. SoundHound finished Friday trading 12% under the lower collar in its ongoing acquisition of LivePerson. Over the week, shares dropped 1.8%.

25 July 2026

Artificial Intelligence·NASDAQ:LPSN·NASDAQ:SOUN·Stock Market·Technology

Tempus AI (NASDAQ:TEM) Shares Fall 19% as Attention Turns to Merger Collar

Tempus AI fell by almost 20% over the past week, making its share price a key factor in the planned acquisition of Personalis.

25 July 2026

Artificial Intelligence·NASDAQ:TEM·Stock Market·Technology

Palantir Technologies (NASDAQ:PLTR): AI wealth concerns highlight 39 repeated sales forecasts

Shares of Palantir Technologies fell 7.1% over a turbulent week, highlighting investor unease following CEO Alex Karp’s warning about AI-driven wealth.

25 July 2026

Artificial Intelligence·NASDAQ:PLTR·Stock Market·Technology

Open-Weight AI Alliance Expands by 40% While Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) Approach Earnings Results

Support for open-weight AI increased by 40% in a single day. On Saturday, Microsoft’s published list featured 35 supporters. Nvidia’s earlier document cited 25. OpenAI became a backer following the initial release.

25 July 2026

Artificial Intelligence·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market·Technology

Wall Street Drops for Second Week as Investors React to AI Earnings Beats; Fed Decision in Focus

Wall Street ended last week with investors selling on positive news. The S&P 500 lost 0.6% to finish at 7,411.98. The Nasdaq Composite shed 2.1% to close at 24,975.82. Both benchmarks recorded a second straight weekly decline. U.S. markets are closed for the weekend. Yakima HeraldYahoo Finance

25 July 2026

Artificial Intelligence·Earnings·Federal Reserve·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:META·NASDAQ:MSFT·NASDAQ:TSLA·Stock Market

Microsoft, Meta and Apple Results to Gauge If Big Tech Has Cash to Match Soaring AI Costs

Microsoft, Meta Platforms, and Apple are set to release their earnings this week as investors appear less responsive to results that surpass expectations. Alphabet demonstrated this change; the Google parent beat revenue projections on Wednesday with 24% growth but still experienced a sharp share drop. Investing.com

25 July 2026

Artificial Intelligence·Earnings·NASDAQ:AAPL·NASDAQ:META·NASDAQ:MSFT·Stock Market·Technology

Adobe Inc. (NASDAQ:ADBE) Jumps 6%, but Small AI Base Leaves Discount Intact

Regular U.S. trading had ended by the dateline. Adobe finished Friday at $225.11 after a 6.1% rally. The gain snapped four losing sessions. It still left the shares down 5.1% from the prior Friday.

25 July 2026

Artificial Intelligence·NASDAQ:ADBE·Stock Market·Technology

Big Tech faces questions over AI spending as Fed meeting and earnings approach

U.S. technology shares posted a second consecutive weekly decline on Friday, as investors reacted to AI-related expenditures that exceeded operating cash flow. The regular session concluded, though after-hours trading continued.

25 July 2026

Artificial Intelligence·Earnings·NASDAQ:GOOGL·NASDAQ:TSLA·Stock Market

CoreWeave (NASDAQ:CRWV) Shares Slip by Close as Markets React to AI Funding Gap

CoreWeave shares ended Friday at $71.88, falling 11.4%. The stock lost 1.8% over the week, with U.S. markets closed.

24 July 2026

Artificial Intelligence·NASDAQ:CRWV·Stock Market·Technology

Apple Inc. (NASDAQ:AAPL) stock rises 3.5% as low-capex AI profile draws a premium

Apple shares rose 3.5% Friday afternoon as AI spending fears gripped markets. Its latest filing shows why investors see it as a capital-spending shelter.

24 July 2026

Artificial Intelligence·NASDAQ:AAPL·Stock Market·Technology

Alibaba (HKG:9988) Shares Drop, Wiping Out Nearly HK$94 Billion as AI-Driven Gains Recede

HONG KONG, July 25, 2026, 02:29 HKT — Alibaba’s stock decline erased approximately HK$94 billion in market value as enthusiasm for an artificial intelligence sector rally subsided.

24 July 2026

Artificial Intelligence·HKG:9988·Stock Market·Technology

RingCentral shares climb 24% as investors respond to free cash flow gains and increasing AI use

NEW YORK, July 24, 2026, 13:04 — U.S. stocks opened broadly higher with RingCentral surging 24% after reporting stronger free cash flow and fresh momentum in its AI offerings, triggering a sharp rerating of the stock.

24 July 2026

Artificial Intelligence·Stock Market·Technology

Dow advances on lower oil prices as AI-related losses weigh on Nasdaq

U.S. equities climbed by midday Friday as oil prices swung higher. Technology stocks underperformed following new earnings reports, increasing focus on AI expenditure.

24 July 2026

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:TSLA·NYSE:VZ·Stock Market

Wall Street Mixed; Nasdaq Falls While AI Investment Puts Focus on Cash Flow

The Nasdaq Composite dropped 0.6% to 24,995 on Friday, as investors applied stricter scrutiny to AI-related expenditures. The Dow Jones rose 0.2% to 51,826. The S&P 500 edged down 0.1% to 7,404.

24 July 2026

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:INTC·NASDAQ:TSLA·NYSE:VZ·Stock Market·Technology

SoftBank Group (TYO:9984) drops 7% on concerns over AI funding, widening valuation gap

Shares of SoftBank Group finished down 7.06% at ¥5,500 on Friday. Trading in Tokyo concluded at 15:30, well ahead of this dateline. The decline wiped about ¥2.4 trillion from the company's market capitalisation.

24 July 2026

Artificial Intelligence·Stock Market·Technology·TSE:9984

NVIDIA Corporation (NASDAQ:NVDA) Outperforms Nasdaq, Lags Broader Chip Gains as AI Investment Expands

NVIDIA started Friday showing mixed signals in the market. The company outperformed major tech peers, yet lagged behind the broader surge in semiconductor stocks.

24 July 2026

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

Intel Shares Gain as AI Server Surge Drives 79% Incremental Margin

Intel Corporation advanced in premarket trading after surpassing quarterly forecasts. U.S. cash markets were shut. Premarket data indicated an increase of 3.6% to 4.2%, with shares trading close to $104.

24 July 2026

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

Nokia Oyj (HEL:NOKIA) slides as €2.8 billion AI orders outrun near-term sales

Nokia shares fell 3.4% to €8.40 by 10:53 EEST on Friday. The OMX Helsinki 25 gained 0.36%. The market was open, with regular trading scheduled through 18:30 EEST.

24 July 2026

Artificial Intelligence·HEX:NOKIA·Stock Market·Technology

Artificial Intelligence 24 July 2026 - 26 July 2026

Microsoft’s (NASDAQ:MSFT) AI investment of $40 billion scrutinized ahead of earnings

IREN Limited (NASDAQ:IREN) Shares Retain 10% Weekly Advance Despite Friday Slide, AI Deals Lend Support

SoundHound AI (NASDAQ:SOUN) Shares Close Under $7 Floor, Limiting Dilution at Base Level

Tempus AI (NASDAQ:TEM) Shares Fall 19% as Attention Turns to Merger Collar

Palantir Technologies (NASDAQ:PLTR): AI wealth concerns highlight 39 repeated sales forecasts

Open-Weight AI Alliance Expands by 40% While Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META) Approach Earnings Results

Wall Street Drops for Second Week as Investors React to AI Earnings Beats; Fed Decision in Focus

Microsoft, Meta and Apple Results to Gauge If Big Tech Has Cash to Match Soaring AI Costs

Adobe Inc. (NASDAQ:ADBE) Jumps 6%, but Small AI Base Leaves Discount Intact

Big Tech faces questions over AI spending as Fed meeting and earnings approach

CoreWeave (NASDAQ:CRWV) Shares Slip by Close as Markets React to AI Funding Gap

Apple Inc. (NASDAQ:AAPL) stock rises 3.5% as low-capex AI profile draws a premium

Alibaba (HKG:9988) Shares Drop, Wiping Out Nearly HK$94 Billion as AI-Driven Gains Recede

RingCentral shares climb 24% as investors respond to free cash flow gains and increasing AI use

Dow advances on lower oil prices as AI-related losses weigh on Nasdaq

Wall Street Mixed; Nasdaq Falls While AI Investment Puts Focus on Cash Flow

SoftBank Group (TYO:9984) drops 7% on concerns over AI funding, widening valuation gap

NVIDIA Corporation (NASDAQ:NVDA) Outperforms Nasdaq, Lags Broader Chip Gains as AI Investment Expands

Intel Shares Gain as AI Server Surge Drives 79% Incremental Margin

Nokia Oyj (HEL:NOKIA) slides as €2.8 billion AI orders outrun near-term sales

TechStock² Updates

Aptiv PLC (NYSE:APTV) stock sinks 16.6% as guidance cut tests post-spin growth case

Dow Jones surpasses 54,000 for first time, Caterpillar leads surge

IREN (NASDAQ:IREN) Finalizes Acquisition of Mirantis, Market Value Estimated at $555 Million

Oracle Stock Continues Recovery as $260 Billion AI Leasing Commitments Challenge Credit

US stocks: Dow, S&P 500 mark record highs as AI-driven surge extends outside chip sector

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