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Technology 12 August 2026 - 13 August 2026

PHLX Semiconductor Index Rebounds 3% as PPI and Applied Materials Loom

U.S. chip shares enter Thursday's premarket with broader momentum than their headline gain suggests. The PHLX Semiconductor Index advanced 3% Wednesday. Twenty-three of its 30 members rose, lifting the benchmark to a four-week high.

13 August 2026

NASDAQ:AMAT·Semiconductors·Stock Market·Technology

T-Mobile Shares (TMUS): 500,000 Outage-Related Searches Coincide with 0.17% After-Hours Change

Overnight, more than 500,000 searches were made in the U.S. for “tmobile outage.” T-Mobile US stock showed little movement, last quoted up 0.17% at $177.44 in extended trading.

13 August 2026

NASDAQ:TMUS·Stock Market·Technology

Dell Stock (DELL) Jumps 4% as Lenovo’s AI Boom Validates Server Demand

Dell Technologies gained 4% before Thursday's open after Lenovo's quarterly revenue beat strengthened the case for sustained AI-server demand. Dell traded near $504.28 at 06:52 EDT. The U.S. cash session opens at 09:30 EDT.

13 August 2026

Artificial Intelligence·HKG:0992·NYSE:DELL·Stock Market·Technology

Cisco Shares Fall 6% in Premarket as Margin Pressure Wipes $29 Billion

Cisco Systems, Inc. dropped 6.0% to $116.40 ahead of Thursday’s session. Strong AI order levels and a yearly outlook above expectations failed to ease worries over gross margin trends.

13 August 2026

Earnings·NASDAQ:CSCO·Stock Market·Technology

Cerebras Shares (CBRS) Slide 18% with GAAP-Core Divergence Pressuring 54× Sales Valuation

Cerebras Systems Inc. shares dropped 18.2% to $214.45 ahead of the opening bell. The decline comes after the company’s adjusted growth exceeded its own forecast, while reported revenue came in below expectations from Wall Street.

13 August 2026

Breaking·Earnings·Stock Market·Technology

Nasdaq Rises 0.5% as AI Infrastructure Surge Offsets Declines in Mega-Cap Stocks

The Nasdaq Composite rose 0.54% on Wednesday, though the headline gain masked a significant shift within the technology sector. Companies providing AI computing saw investor support, while some platforms purchasing AI computing faced declines. The index ended the session at 26,588.49, increasing by 143.04 points.

13 August 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:AMZN·NASDAQ:CRWV·NASDAQ:GOOGL·NASDAQ:MSFT·NASDAQ:MU·NASDAQ:NVDA·NASDAQ:SMCI·Stock Market·Technology

Microsoft Stock Falls 2.3% as AI Trade Rewards Hardware Over Software

Microsoft Corporation fell 2.26% to $492.43 on Wednesday. The retreat came as investors shifted toward the hardware powering artificial intelligence. The Nasdaq Composite still gained 0.54%.

13 August 2026

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

Dow Jones Drops 22 Points with Home Depot and Microsoft Offsetting 112-Point Rise from Other Stocks

The Dow Jones Industrial Average dropped 21.58 points to close at 53,770.27 on Wednesday. More than the total drop was led by just two stocks.

13 August 2026

Breaking·NASDAQ:MSFT·NYSE:HD·Stock Market·Technology

Dell Shares (DELL) Gain 5% as AI Surge Puts Pressure on Margin Performance

Dell Technologies climbed nearly 5% on Wednesday as optimistic outlooks from AI-infrastructure competitors boosted sentiment for server demand. The stock's advance topped the S&P 500's 0.3% gain.

13 August 2026

Artificial Intelligence·NYSE:DELL·Stock Market·Technology

Super Micro (SMCI) Shares Surge 19%, Yet Q1 Margin Data Points to 18% Gross Profit Shift

Shares of Super Micro Computer surged 19.02% to close at $37.61 on Wednesday. The AI server manufacturer projected much higher fiscal 2027 revenue than analysts anticipated. Around 164.9 million shares changed hands during the session.

13 August 2026

Breaking·Earnings Reports·NASDAQ:SMCI·Stock Market·Technology

Infleqtion Stock (INFQ): Record Revenue Offset by $27.4 Million Cash-Flow Timing Benefit

LOUISVILLE, Colorado, August 12, 2026, 17:45 EDT — U.S. regular trading has ended. Infleqtion, Inc. posted record revenue for the quarter after the bell, but noted its cash-flow statement included a $27.4 million timing benefit that will be reversed in the third quarter. This discrepancy shifts investor focus from headline growth to the underlying quality of cash flow.

12 August 2026

Breaking·NYSE:INFQ·Stock Market·Technology

Trump Media Stock (DJT): $12 Million Revenue Run Rate Threatened as Truth API Lawsuit Unfolds

Trump Media & Technology Group is confronting scrutiny over its latest revenue initiative. Two press organizations filed a lawsuit on Wednesday against President Donald Trump and additional parties regarding Truth API, a subscription service offering quicker delivery of selected Truth Social content. The suit aims to halt both the service itself and the exclusive-posting setup.

12 August 2026

NASDAQ:DJT·Stock Market·Technology

Nvidia stock (NVDA) rises by around $160 billion as AI demand boosts spending

Shares of NVIDIA Corporation advanced 3.03% on Wednesday, settling at $224.09. Investors responded to new indications of ongoing investment in AI infrastructure. With 24.2 billion shares outstanding, the $6.59 increase boosted NVIDIA's market capitalization by about $159 billion.

12 August 2026

Artificial Intelligence·NASDAQ:CRWV·NASDAQ:NVDA·NASDAQ:SMCI·Stock Market·Technology

Cerebras Stock (CBRS) Falls as Earnings Highlight $25.4 Billion Backlog and Capacity Challenge

Cerebras Systems, Inc. gave up all of its earlier gains after earnings. Shares ended the regular session 11.6% higher at $262.06, but slid to about $229.89 in after-hours trading. This price level was approximately 2% under Tuesday’s implied close.

12 August 2026

Artificial Intelligence·Earnings·Stock Market·Technology

Coherent Stock (COHR) Erases an 8% Rally After Earnings as AI-Optics Bar Rises

Coherent Corp. shares reversed sharply after Wednesday's close. The photonics maker fell 7.2% to $330 in preliminary after-hours trading. That nearly erased an 8.2% regular-session rally.

12 August 2026

Artificial Intelligence·Earnings·NYSE:COHR·Semiconductors·Stock Market·Technology

Cisco stock (CSCO) under pressure as AI revenue goal lifted to $7.5 billion, raising margin concerns

Cisco Systems, Inc. increased its fiscal 2027 AI revenue forecast to $7.5 billion following a quarterly earnings beat. Shares climbed 3.2% in Wednesday's regular trading ahead of the announcement.

12 August 2026

Artificial Intelligence·Breaking·Earnings·NASDAQ:CSCO·Stock Market·Technology

Cisco stock (CSCO) up 2.5% ahead of earnings, $34 billion swing expected

Cisco Systems gained 2.5% on Wednesday, ahead of its fiscal fourth-quarter earnings report. At 15:45 EDT, the stock was trading at $123.40, with the quote reported as delayed and preliminary.

12 August 2026

Earnings·NASDAQ:CSCO·Stock Market·Technology

Amazon Stock (AMZN) Slips as AWS Growth Meets a $25.8 Billion Free-Cash-Flow Swing

Amazon.com, Inc. shares slipped 1.2% on Wednesday. The pullback came two sessions after cloud momentum briefly lifted its value above $3 trillion. The stock traded at $268.97 by 14:46 EDT.

12 August 2026

Cloud Computing·NASDAQ:AMZN·Stock Market·Technology

Quantinuum Stock (QNT) Jumps 25% as Oracle Deal Sharpens the Revenue Test

Quantinuum Inc. shares surged 25.3% to about $70.26 on Wednesday. The move added an estimated $3.71 billion of equity value after its first public quarterly report and an Oracle cloud agreement.

12 August 2026

NASDAQ:QNT·Stock Market·Technology

Sandisk stock (SNDK) surges 8% as company showcases quicker AI flash technology ahead of Investor Day

Shares of Sandisk Corporation rose 8.3% on Wednesday following the launch of new high-speed flash memory targeted for AI infrastructure. At 13:50 EDT, the stock was trading at $1,376.63, significantly outperforming the overall market.

12 August 2026

Artificial Intelligence·Breaking·NASDAQ:SNDK·Semiconductors·Stock Market·Technology

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Technology 12 August 2026 - 13 August 2026

PHLX Semiconductor Index Rebounds 3% as PPI and Applied Materials Loom

T-Mobile Shares (TMUS): 500,000 Outage-Related Searches Coincide with 0.17% After-Hours Change

Dell Stock (DELL) Jumps 4% as Lenovo’s AI Boom Validates Server Demand

Cisco Shares Fall 6% in Premarket as Margin Pressure Wipes $29 Billion

Cerebras Shares (CBRS) Slide 18% with GAAP-Core Divergence Pressuring 54× Sales Valuation

Nasdaq Rises 0.5% as AI Infrastructure Surge Offsets Declines in Mega-Cap Stocks

Microsoft Stock Falls 2.3% as AI Trade Rewards Hardware Over Software

Dow Jones Drops 22 Points with Home Depot and Microsoft Offsetting 112-Point Rise from Other Stocks

Dell Shares (DELL) Gain 5% as AI Surge Puts Pressure on Margin Performance

Super Micro (SMCI) Shares Surge 19%, Yet Q1 Margin Data Points to 18% Gross Profit Shift

Infleqtion Stock (INFQ): Record Revenue Offset by $27.4 Million Cash-Flow Timing Benefit

Trump Media Stock (DJT): $12 Million Revenue Run Rate Threatened as Truth API Lawsuit Unfolds

Nvidia stock (NVDA) rises by around $160 billion as AI demand boosts spending

Cerebras Stock (CBRS) Falls as Earnings Highlight $25.4 Billion Backlog and Capacity Challenge

Coherent Stock (COHR) Erases an 8% Rally After Earnings as AI-Optics Bar Rises

Cisco stock (CSCO) under pressure as AI revenue goal lifted to $7.5 billion, raising margin concerns

Cisco stock (CSCO) up 2.5% ahead of earnings, $34 billion swing expected

Amazon Stock (AMZN) Slips as AWS Growth Meets a $25.8 Billion Free-Cash-Flow Swing

Quantinuum Stock (QNT) Jumps 25% as Oracle Deal Sharpens the Revenue Test

Sandisk stock (SNDK) surges 8% as company showcases quicker AI flash technology ahead of Investor Day

TechStock² Updates

PHLX Semiconductor Index Rebounds 3% as PPI and Applied Materials Loom

T-Mobile Shares (TMUS): 500,000 Outage-Related Searches Coincide with 0.17% After-Hours Change

Dell Stock (DELL) Jumps 4% as Lenovo’s AI Boom Validates Server Demand

Cisco Shares Fall 6% in Premarket as Margin Pressure Wipes $29 Billion

S&P 500 Futures Up 0.2% Ahead of PPI After 71-Point Record Gap

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