Today: 3 July 2026
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NASDAQ:GOOGL 9 June 2026 - 22 June 2026

SMH ETF flows point to AI chip trade moving away from Nvidia

SMH ETF flows point to AI chip trade moving away from Nvidia

The VanEck Semiconductor ETF saw nearly $7 billion pour in on Monday, the biggest sign yet of investors looking beyond just Nvidia and into a basket of chip suppliers. That flow is making its mark. Semiconductor stocks climbed on the day, while the big tech names dragged the Nasdaq lower. The timing is key. LSEG Lipper data said U.S. equity funds picked up $38.37 billion for the week ended June 17, the biggest since November 2024. Technology sector funds got a record $21.46 billion in the same period. SMH’s one-day creation made up about a third of those tech inflows, showing just how much the AI trade is passing through a handful of ETFs.
Alphabet Faces Pressure as Google Stock Drops on $85 Billion Share Sale and AI Talent Outflows

Alphabet Faces Pressure as Google Stock Drops on $85 Billion Share Sale and AI Talent Outflows

Alphabet Class A shares dropped in late morning Nasdaq trade Monday after Citizens gave new support to the stock. Investors focused on Google’s losses in AI staff and the cost of its data-center expansion. Shares changed hands at $347.53, off $20.50. Market focus is shifting now as Alphabet’s top line keeps moving up. First-quarter revenue was $109.9 billion, up 22%, and Google Cloud pulled in $20.0 billion, a gain of 63%. The big question for investors: How much cash, stock or headcount will Alphabet need to keep those numbers growing with OpenAI, Anthropic, Microsoft and Amazon pushing hard in AI?
Dow Jones Industrial Average (.DJI) rises as Caterpillar, Visa lift blue chips while Nasdaq slips

Dow Jones Industrial Average (.DJI) rises as Caterpillar, Visa lift blue chips while Nasdaq slips

The Dow Jones Industrial Average rose on Monday morning, beating the broader S&P 500 and the technology-heavy Nasdaq Composite, as industrial and financial shares did more of the work than the headline index move suggested. LSEG data on Reuters showed the Dow up 214.78 points, or 0.42%, at 51,779.48, while the S&P 500 was up 0.11% and the Nasdaq was down 0.40%; the figures were delayed by at least 15 minutes. The session mattered because U.S. shares reopened into regular trading after Friday’s Juneteenth closure, with investors trying to decide whether easing Middle East risk can hold down oil prices and inflation pressure. The NYSE lists Juneteenth National Independence Day as a Friday, June 19 market holiday in 2026, and its core cash-equity session runs from 9:30 a.m. to 4:00 p.m. ET.
AI Draws Trader Interest as Iran Risk Premium Falls

AI Draws Trader Interest as Iran Risk Premium Falls

NEW YORK, June 22, 2026, 5:02 a.m. ET Oil slid on Monday as progress in U.S.-Iran talks hit prices, but AI stocks stayed strong with fresh money coming in. U.S. stock futures turned higher after early losses, with investors watching for signs out of Tehran and Washington, according to Investing.com. Brent crude traded close to $80 a barrel after Iran said it got waivers for oil and petrochemical exports, easing concerns about supply, Reuters reported. President Donald Trump also took a less tough line on Anthropic.
Pelosi family positions in AI, Big Tech grab attention after new trades

Pelosi family positions in AI, Big Tech grab attention after new trades

Pelos family filings show they continue to hold major positions in leading U.S. tech and AI infrastructure stocks, despite selling a large amount of Apple, Nvidia and Amazon back in December. The House filings show these holdings are listed as spouse-owned, not owned directly by Nancy Pelosi. Semiconductor names jumped, pushing Wall Street higher in Thursday's final trading before the Juneteenth holiday. The Philadelphia semiconductor index finished up 6.4%. For the week, the Nasdaq rose 2.43%, while the S&P 500 gained 0.93% and the Dow ended 0.71% higher.
Alphabet Finishes Up in Short Week After Google Sees Two AI Heads Exit

Alphabet Finishes Up in Short Week After Google Sees Two AI Heads Exit

Alphabet is losing another big name in AI as the company heads into the long weekend. John Jumper, the Nobel-winning scientist who helped create AlphaFold, said Friday he’s leaving Google DeepMind after nearly nine years and will join Anthropic. Nasdaq was closed, so the stock didn’t move. Alphabet finished Thursday at $368.03, up 1.2%, as Nasdaq added 1.9%. For the week, Alphabet gained 2.3%, while the index rose 2.4%. Investors hadn’t priced in a strong view on Alphabet ahead of the holiday, with both gains tracking each other.
Alphabet edges lower with shares near $362 after Gemini engineer Shazeer goes to OpenAI

Alphabet edges lower with shares near $362 after Gemini engineer Shazeer goes to OpenAI

Alphabet Class A lost 0.42% to $362.26 in premarket trading Thursday. Noam Shazeer, a top leader for Google’s Gemini AI, is going to OpenAI. “Incredibly proud of the amazing team at Google,” Shazeer said. Google called his work “meaningful.” Google reportedly paid $2.7 billion less than two years ago to bring Shazeer and his group back. Gemini is central now as Alphabet tries to protect Search and boost its cloud business, even as it pours cash into a bigger AI push. Alphabet this month raised its planned equity sales to $84.75 billion and kept its 2026 capex targets between $180 billion and $190 billion. Capex covers data centers, chips and other large assets.
Shazeer exits Google Gemini for OpenAI in latest AI talent move

Shazeer exits Google Gemini for OpenAI in latest AI talent move

Google’s vice president of engineering Noam Shazeer, who co-led development of the company’s Gemini AI models, said Wednesday he’s leaving to join OpenAI. Shazeer is one of Google’s top AI researchers. He will move to the ChatGPT maker, according to Reuters. Shazeer is taking on a bigger role in model architecture, the key design work behind training and scaling large AI models. Mark Chen, OpenAI’s Chief Research Officer, said Shazeer is now “lead for architecture research” at the company.
June 2026 AI News Roundup: G7 looks at AI model access as OpenAI costs, China rivalry grow

June 2026 AI News Roundup: G7 looks at AI model access as OpenAI costs, China rivalry grow

EVIAN-LES-BAINS, France, June 17, 2026, 14:45 CEST G7 leaders have talked about a proposal to let certain "trusted partners" access top U.S. artificial intelligence models, three diplomatic sources told Reuters. This comes after the U.S. directed Anthropic to restrict foreign nationals from its strongest AI systems. The issue has now landed at the center of allied security and industrial policy talks. AI models are software systems that generate text, code, or other output.
Alphabet Gains, Google Stock Nears $500 Mark

Alphabet Gains, Google Stock Nears $500 Mark

Alphabet Class A stock climbed Monday as investors came back after new AI funding headlines and analyst revisions. GOOGL traded at $371.03, up 3.16% as of 12:52 p.m. Eastern. MarketBeat’s tool listed a “Moderate Buy” from 54 analysts. The 12-month target sat at $413.13, with estimates running from $220 to $515. Yahoo Finance highlighted a 24/7 Wall St. piece putting a $500 target on Google shares by 2027. The call hinges on Google Cloud’s growth, Gemini monetization traction, and stable margins against higher AI costs. The article says that would be a 37.6% jump from current levels. “A stretch, but credible by 2027,” the writers noted.
15 June 2026
Alphabet Stock Rises as Google Faces New AI Liability Risk Ahead of Q2 Earnings

Alphabet Stock Rises as Google Faces New AI Liability Risk Ahead of Q2 Earnings

• Alphabet Class A shares closed Friday at $359.68, up about 0.5%, while Class C shares ended at $358.16.• A German court ruling on Google’s AI Overviews adds a fresh legal risk to Alphabet’s core search business.• The next major catalyst is Alphabet’s Q2 earnings report, currently expected but not confirmed for July 23. Alphabet Inc. shares ended the week higher even as investors weighed a fresh legal challenge tied to Google’s use of artificial intelligence in search. Alphabet’s Class A stock, GOOGL, closed Friday at $359.68, up roughly 0.5%, while the Class C stock, GOOG, finished at $358.16, also higher on the day, according to market data. The move left Alphabet valued at about $4.36 trillion, with a price-to-earnings ratio of roughly 27; that ratio, often called P/E, compares the stock price with earnings per share and is a common gauge of valuation.
Big Tech Trades Lower With SpaceX IPO and Fed In Focus

Big Tech Trades Lower With SpaceX IPO and Fed In Focus

Big Tech shares closed out a choppy week with uneven moves. The S&P 500 ended up 0.5% on Friday, putting it up 0.6% for the week. The Nasdaq Composite added 0.3% for the day and 0.7% for the week, according to Associated Press data. Inside the megacap group, Tesla jumped 1.8% on Friday, and both Alphabet and Nvidia posted small gains. Amazon, Apple and Meta slipped. Stocks move higher when investors see more profit ahead or lower risks. They fall when those views reverse. Positioning is the main reason the Magnificent Seven lagged. According to Reuters and a JPMorgan note, hedge funds dumped the biggest U.S. tech names and took on more short bets before SpaceX’s IPO. The Roundhill Magnificent Seven ETF, which tracks the group, dropped more than 2.4% since June 5. The Nasdaq still ended the week up. Selling pressure from funds weighed on these popular stocks, even without new bad news from the companies.
Dow, S&P 500 Futures Tick Up; Oil Slides, SpaceX IPO in Focus

Dow, S&P 500 Futures Tick Up; Oil Slides, SpaceX IPO in Focus

Stocks on Wall Street were poised to open a bit higher Friday, with U.S. futures steady to slightly up after a steep rally on Thursday. The S&P 500 futures edged up 0.2%. Dow futures gained 0.4%. Nasdaq futures barely moved, early AP market data showed. On Thursday, the Dow finished up 929.97 points, or 1.86%. The S&P 500 ended 1.75% higher at 7,394.30. The Nasdaq Composite rose 2.54% to 25,809.66. Oil prices tumbled in premarket trading after President Donald Trump scrapped planned strikes on Iran and said a peace agreement that might reopen the Strait of Hormuz could be signed as early as this weekend. Brent fell 4.22% to $86.57 a barrel. U.S. WTI crude dropped 4.33% to $83.91 a barrel, the lowest for both since April 17. "Headlines are driving the market once again," Tamas Varga, an analyst at PVM Oil Associates, told Reuters. ING analysts said oil could still jump if flows remain disrupted through late July.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 12.06.2026

LIVEMarkets rolling coverageStarted: June 12, 2026, 4:00 AM EDTUpdated: June 13, 2026, 3:59 AM EDT S&P Global Launches UN Global Compact Dataset to Enhance ESG Analytics June 13, 2026, 3:59 AM EDT. S&P Global’s Sustainable1 division has introduced a new United Nations Global Compact (UNGC) screening dataset designed to assist investors, banks, and corporates in evaluating adherence to UNGC principles on corporate conduct, human rights, labor, environment, and anti-corruption. This dataset expands S&P Global’s ESG (environmental, social, governance) data offering beyond AI collaborations, potentially impacting portfolio construction and regulatory reporting. The stock (NYSE: SPGI) is trading at $418.91, about 21.5%
Alphabet shares edge lower while Google considers new AI chip suppliers

Alphabet shares edge lower while Google considers new AI chip suppliers

Alphabet Inc. shares dropped Thursday, bucking the bounce in U.S. indexes as traders shuffled money among tech and communication-services names. Alphabet Class A fell to $352.50, off $3.88, or roughly 1.1%. Shares changed hands between $346.38 and $359.30 on volume near 20.2 million. Alphabet Class C shares fell, last changing hands at $349.74, down $3.58, or 1.0%. Shares traded in a range between $343.71 and $356.44 during the session. The company’s market cap stayed over $4.2 trillion. Even a small move in the stock shifts a lot of investor wealth given its size.
Intel Drops as Chip Selloff Hits Shares Despite Google AI Bid Hopes

Intel Drops as Chip Selloff Hits Shares Despite Google AI Bid Hopes

Intel shares slipped Wednesday, with the stock pulled in different directions by a reported Google order and selling in AI chip names. The Google deal could back Intel’s foundry move, but the broader selloff in AI-tied semi stocks weighed. Intel last traded at $107.04, off $0.88, after a volatile day. The drop was small against the wider hit to chips. The Philadelphia Semiconductor Index sank 3.6% Wednesday, led lower by Nvidia and Broadcom. According to Reuters, investors booked gains in tech and raised flags on high valuations, inflation, and U.S.-Iran worries.
Intel Shares Face Early Test After Google-Driven Spike

Intel Shares Face Early Test After Google-Driven Spike

Intel shares slipped Tuesday, pulling back after a rally tied to Google news. Investors weighed the latest drop in tech stocks with a possible big win for Intel’s contract chip unit. The shares settled at $107.92, dropping 2.13%. They moved between $114.00 on the high end and $99.46 on the low. On the previous day, the stock had surged 11.19%, so across both sessions, the price remains up almost 9%.
American Airlines Stock Rises on Google Fuel Deal, Market Watches for Fuel Shock

American Airlines Stock Rises on Google Fuel Deal, Market Watches for Fuel Shock

American Airlines Group Inc. ended up Tuesday, with shares rising to $14.09, up 48.5 cents, as the airline posted gains on a day when Wall Street traded mixed. The move came after news of a fuel agreement with Google and with crude prices falling. AAL traded around 150 million shares. Airlines are facing more scrutiny on how they handle big swings in fuel costs, not just passenger traffic. The U.S. Transportation Department said U.S. airline fuel costs climbed 78% year over year in April to almost $6.5 billion, with average fuel prices at $4.11 a gallon.
Chip Rally Breaks as Nasdaq Faces Tight Labor Market

Nasdaq rises after hours as chips recover

Most U.S. stocks finished up on Monday, with little change in post-market trading. Chip stocks rallied, helping the Nasdaq recover some of its losses from Friday, while the Dow lagged. The Nasdaq Composite jumped 220.23 points, or 0.86%, to 25,929.66. The S&P 500 gained 21.99 points, up 0.30% at 7,405.73. But the Dow Jones Industrial Average lost 80.77 points, a drop of 0.16% to 50,786.01. The Philadelphia SE Semiconductor Index climbed 5.6%. S&P 500 tech shares rose 1.5%.
Wall Street Volatility Index Jumps as Chip Stocks Swing

Wall Street Volatility Index Jumps as Chip Stocks Swing

Wall Street’s main volatility index dropped on Monday, with chip stocks rebounding after falling hard in the previous session. The move came as traders returned to the sector following a quick selloff that shook a market set up for nearly flawless trading. VIX dropped 12.04% to 18.92 late Monday, according to Cboe. The gauge, tracking S&P 500 volatility for the coming month through options prices, had finished at 21.51 Friday and started the session at 20.29.
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Stock Market Today

  • Law Debenture Subsidiary Picks Up 4,801 Shares for ESOT Dividend Reinvestment
    July 3, 2026, 9:31 AM EDT. The Law Debenture Corporation p.l.c.'s subsidiary, The Law Debenture Trust Corporation (Channel Islands) Limited, bought 4,801 ordinary shares at £12.215 on July 3, 2026. The shares were acquired as part of a dividend reinvestment for the Employee Share Ownership Trust (ESOT), which backs staff share schemes cleared by shareholders. The company keeps using trustee-run share plans for employee equity.
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