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NASDAQ:CTSH 2 August 2025 - 22 June 2026

Cognizant (NASDAQ: CTSH) Slides 10% as Nasdaq-100 Exit Nears
US Stocks Pause for Juneteenth After Chip-Led Rally; Fed, Micron Earnings Loom

US Stocks Pause for Juneteenth After Chip-Led Rally; Fed, Micron Earnings Loom

U.S. stock trading was paused Friday for Juneteenth, leaving Wall Street to sit with a chip-led rebound that steadied the market after a midweek Federal Reserve jolt. The latest cash close showed the S&P 500 up 80.48 points at 7,500.58, the Nasdaq Composite up 496.28 points at 26,517.93 and the Dow Jones Industrial Average up 72.15 points at 51,564.70.
Chips push Wall St higher, oil’s slide softens Fed hit

Chips push Wall St higher, oil’s slide softens Fed hit

Chip stocks boosted Wall Street late Thursday morning, with U.S. indexes moving up as oil prices fell and some inflation worries cooled despite a firmer tone from the Federal Reserve. The Dow Jones Industrial Average added 0.36% at 11:23 a.m. ET, while the S&P 500 was up 0.91%. The Nasdaq Composite climbed 1.25%.
Cognizant Stock Drops As Weak Revenue Outlook Overshadows $600 Million AI Deal

Cognizant Stock Drops As Weak Revenue Outlook Overshadows $600 Million AI Deal

Cognizant Technology Solutions Corp slipped on Wednesday after the IT services provider projected second-quarter revenue that missed analyst expectations, highlighting how hesitant client budgets remain a drag—even with businesses channeling funds toward artificial intelligence. Shares were last seen at $53.45 in New York, down $1.67.
Cognizant’s Massive AI Bet: 350,000 Employees to Get Anthropic’s Claude as Stock Outlook Soars

Cognizant’s Massive AI Bet: 350,000 Employees to Get Anthropic’s Claude as Stock Outlook Soars

Cognizant – one of the world’s largest IT consulting and services firms – announced a broad partnership with Anthropic, the San Francisco AI company behind the Claude chatbot. On November 4, 2025, Cognizant revealed it has begun deploying Anthropic’s Claude large language model across its client-facing platforms and will extend access to up to 350,000 of its employees worldwidemoneycontrol.com. This sweeping internal rollout makes Cognizant one of Anthropic’s biggest customers to datex.com. The professional-services giant will use Claude not only to enhance its own workforce productivity but also as a core offering to help clients “modernize and scale AI adoption” in their businessesfinviz.comfinviz.com.
AI News Roundup: Tech Giants Unveil Next-Gen AI, Billion-Dollar Bets, Regulatory Rush & Warnings (Aug 1–2, 2025)

AI News Roundup: Tech Giants Unveil Next-Gen AI, Billion-Dollar Bets, Regulatory Rush & Warnings (Aug 1–2, 2025)

OpenAI and Google DeepMind Raise the Bar: Early August saw major AI product moves from industry leaders. OpenAI is reportedly gearing up to launch its next-generation model GPT-5 as soon as this month, marking a strategic shift toward an AI that incorporates multiple specialized models rather than a single system reuters.com reuters.com. CEO Sam Altman has hinted the “o3” model will be integrated into GPT-5, aiming to create a versatile AI that can leverage tools and perform a variety of tasks reuters.com. Meanwhile, Google DeepMind officially rolled out Gemini 2.5 “Deep Think”, billed as its most advanced reasoning AI. This multi-agent system tackles questions by spawning multiple AI “agents” to explore ideas in parallel, leading to better answers at the cost of hefty computing power techcrunch.com. Deep Think became available August 1 to subscribers of Google’s $250/month AI Ultra plan via the Gemini app techcrunch.com. Google says the model shows a leap in problem-solving: a variant of Gemini 2.5 Deep Think even achieved a gold-medal score at this year’s International Math Olympiad techcrunch.com. The release also includes the exact math competition model being shared with select academics to spur research on multi-agent AI techcrunch.com. Google claims Deep Think significantly outperforms
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#1 STRONG BUY

Constellation Energy

NASDAQ: CEG 95 / 100
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AerCap

NYSE: AER 93 / 100
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Walt Disney

NYSE: DIS 92 / 100
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AIG

NYSE: AIG 90 / 100
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Cheniere Energy

NYSE: LNG 88 / 100
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