Technology 11 July 2026

AMD’s New $675 Target Hits as Market Watches 320 Million Shares

Advanced Micro Devices dropped 3.7% in late trading Monday, despite TD Cowen’s Joshua Buchalter hiking his price target to $675 from $600. The new target, which is about 25.7% above the stock’s current $537 level, puts AMD’s estimated equity value near $1.10 trillion if you use the company’s 1.6306 billion shares outstanding. That’s about $225 billion higher than today’s value by the same measure.

13 July 2026

NASDAQ:AMD·Stock Market·Technology

Micron’s $60 Billion Selloff Reveals the 2028 Margin Bet Behind Its ‘Cheap’ Stock

Micron Technology fell 5.3% to $927.10 at 1:51 p.m. EDT on Monday, after touching $902.64, a drop of 7.8%. The retreat erased about $59.8 billion from its equity value compared with Friday’s close as a semiconductor selloff that began in Asia reached U.S. trading.

13 July 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

IBM Stock Trades at 22x, But Nvidia and Oracle Change the Picture

International Business Machines was up about 1% near $290 in early trading Monday in New York after Jim Cramer gave the stock another boost. He pitched IBM as a safer bet for investors who want in on AI but want to avoid what he called “the cauldron of the data centers.” “I think this one works,” Cramer said.

13 July 2026

Breaking·NYSE:IBM·Stock Market·Technology

Netflix’s Q2 earnings land, but $8.1B challenge looms for investors

Netflix heads into its Q2 earnings Thursday with more at stake than just the quarter’s figures. Company guidance suggests Netflix will need about $8.1 billion in operating profit for the back half of the year, almost 30% higher than last year. Shares gained 2.5% to $75.23 early Monday on Nasdaq.

13 July 2026

NASDAQ:NFLX·Stock Market·Technology

Nvidia’s $373 Billion Rally Faces 70% Earnings Jump

Nvidia Corporation gained around $373 billion in market cap over the last five sessions ended Friday, but saw about $69 billion wiped out before markets opened Monday. Chip stocks slipped. Around 8 a.m. ET, Nvidia was trading at $208.11, off 1.35%, after the $210.96 close on Friday.

13 July 2026

Breaking·Earnings Reports·NASDAQ:NVDA·NVIDIA·Stock Market·Technology

Iran Oil Jolt Reveals 24% Spread on SK Hynix’s AI Bet

U.S.-Iran tensions pushed oil prices much higher on Monday and dragged Nasdaq futures down about 1%. But the bigger move came from SK Hynix after a price gap showed up. Its ADRs, which let U.S. investors trade foreign shares, were indicated 9.2% lower at $152.50. Even with that slide, the ADRs still traded about 24% above the Seoul shares, based on a simple calculation.

13 July 2026

Energy·NASDAQ:MU·NASDAQ:SKHY·NASDAQ:SNDK·NASDAQ:WDC·Stock Market·Technology

AT&T’s “186% Buy” Headline Masks a Merger — Its Drone Test Is the Real Investor Story

A Monday alert that cast Fifth Third Bancorp’s reported position in AT&T Inc. as a 186% surge mostly captured a bank merger, not a rush to buy the telecom stock. After adjusting for Fifth Third’s takeover of Comerica, the combined holding actually fell by 16,488 shares, or 0.6%, during the first quarter.

13 July 2026

NYSE:T·Stock Market·Technology

Snap trails Nasdaq—3% ad growth in focus for next move

Snap Inc. isn’t getting much traction from its new subscriptions yet, with shares finishing the week at $4.68, down 3.3%. That lagged the Nasdaq Composite, which rose 1.7% over the same stretch. Snap still faces sluggish ad sales in North America. U.S. markets are shut for the weekend and will reopen Monday. Snap’s next big date is its second-quarter results set for Aug. 3.

12 July 2026

NYSE:SNAP·Stock Market·Technology

Palantir Loses $29 Billion in Market Value in Three Days as Software Valuation Faces CPI Data

Palantir Technologies Inc. closed Friday at $126.79, down 8.7% from Tuesday’s intraday high of $138.90. The stock is also 1.9% lower than where it finished on July 2 before the holiday. PLTR slid for three sessions in a row, giving up an early-week rally that at one point put shares up 7.4% compared to the level before the break.

12 July 2026

NASDAQ:MDB·NASDAQ:PLTR·NASDAQ:RXT·NYSE:SNOW·Stock Market·Technology

Micron Stock Barely Moved Last Week. Its 16% Swing Tells a Different Story

With U.S. markets shut for the weekend, Micron Technology, Inc. ended Friday at $979.30, just 0.4% above its previous weekly close. That calm finish hid a rough five sessions: the shares traded from $891.66 on Tuesday to $1,035.50 on Thursday, a low-to-high swing of 16.1%.

12 July 2026

NASDAQ:MU·Technology

TeraWulf’s (NASDAQ:WULF) $19B Anthropic Deal Announced, but $3.5B Payment Raises Questions

TeraWulf Inc. finished Friday at $21.97, only a 3.7% gain from its July 2 close, after announcing a $19 billion, 20-year data-center lease with Anthropic. The stock fell 5.3% Friday. Traders are now less focused on the contract size and more concerned about build-out costs.

12 July 2026

Artificial Intelligence·NASDAQ:WULF·NYSE:MS·Stock Market·Technology

Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

Alphabet (NASDAQ:GOOGL) Could Jump 25%, But Must Spend $55B a Quarter First

Alphabet got a new $445 price target from KeyBanc heading into the last full trading week before its Q2 results. That's 24.6% above where shares closed on Friday at $357.18. The stock slipped 0.8% for the week, even as the Nasdaq rose 1.7%. Results are due July 22 and stand as the next major event for the stock.

12 July 2026

NASDAQ:GOOGL·Stock Market·Technology

Netflix (NASDAQ:NFLX) Stock Fell 5.5%—The $6 Million Forecast Gap Raising the Stakes

U.S. markets were closed on Sunday. Netflix Inc. finished Friday at $73.37, down 2.8% on the day and 5.5% for the week. The S&P 500 gained 1.2%, leaving Netflix 6.7 percentage points behind the benchmark over five sessions.

12 July 2026

NASDAQ:CMCSA·NASDAQ:NFLX·Stock Market·Technology

Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

Nokia Oyj heads into Monday with the Helsinki market closed for the weekend, after big swings last week. Shares soared 9.64% on Thursday as the company showed off its first operational results from the NestAI defence partnership. Nokia finished Friday at €10.90. Thursday's rally pushed up market value by about €5.5 billion, using the 5.6 billion shares not owned by the company, or 55 times the €100 million joint investment from Nokia and Tesi tied to the partnership.

12 July 2026

Artificial Intelligence·Breaking·HEL:NOKIA·STO:ERIC-B·Stock Market·Technology

Ondas Stock’s $58 Million DZYNE Gap Puts 85 Million New Shares in Focus

Ondas Inc. closed at $7.26 on Friday, putting the market value of the 84,999,996 shares committed in its DZYNE Technologies acquisition at about $617.1 million. That is $58.4 million below the $675.48 million value disclosed in a Form D filed on Friday. It is a market mark, not a change to the agreed purchase price.

12 July 2026

Breaking·NASDAQ:ONDS·Stock Market·Technology

Intel’s Altera IPO Plans Face $53 Billion Market Test

Intel Corporation lost about $52.9 billion in market cap between the July 2 close and Friday based on its current share count. U.S. exchanges were shut Sunday; shares finished at $109.84, off 2.4% Friday and down 8.7% over those days—a drop far larger than the implied value of Intel's Altera stake.

12 July 2026

Breaking·IPO News·NASDAQ:INTC·Stock Market·Technology

Broadcom’s Market Value Jumps $188 Billion in Apple Week—Six Times the Deal’s Worth

Broadcom Inc. closed Friday at $399.97, up 11% from July 2. Apple Inc. revealed a five-year U.S. chip deal with Broadcom that is expected to top $30 billion. Broadcom’s market cap increased by about $188 billion this holiday-shortened week, based on the company’s latest share count.

12 July 2026

NASDAQ:AVGO·Stock Market·Technology

The FCC Just Approved a Space Mirror. The Math Points to a $5 Million Lighting Bet

The U.S. Federal Communications Commission last week authorized Reflect Orbital’s first space-mirror test, but a public price cited by its chief executive points to a premium lighting business before it points to a new source of power. Ben Nowack has said one mirror would cost about $5,000 an hour under an annual contract of at least 1,000 hours, implying a roughly $5 million yearly bill at those terms.

12 July 2026

Innovation·Space·Technology

Arista Networks Added $34B in Value This Week—But There’s a Twist in the Numbers

Arista Networks, Inc. ended Friday at $186.96, up 16.9% from July 2. That price lifts its market cap to $238.1 billion, an increase of about $34.4 billion, assuming no change in share count. That gain is nearly three times Arista’s forecast for 2026 revenue, which stands at $11.5 billion. U.S. markets did not open Saturday.

11 July 2026

NASDAQ:CSCO·NYSE:ANET·Stock Market·Technology

Starbucks (NASDAQ:SBUX) adds $3 billion in market cap as software savings target holds

U.S. markets were closed Saturday. Starbucks Corporation ended Friday at $106.01, off 0.38% for the day but up 1.7% compared to its last U.S. close on July 2. Shares jumped 2.45% Thursday to $106.41 after a report on its in-house AI software efforts, which boosted its market value by an estimated $2.9 billion based on outstanding shares.

11 July 2026

NASDAQ:SBUX·Stock Market·Technology

Technology 11 July 2026 - 13 July 2026