Technology 19 July 2026

CoreWeave (NASDAQ:CRWV) Shares Recover, Yet $34 Billion Capex Projection Increases Margin Challenges

CoreWeave stock rose 5.5% in early trading on Monday as BofA maintained its Buy rating. The bank increased its forecast for 2026 capital expenditures to $34 billion from $29 billion.

20 July 2026

NASDAQ:CRWV·NYSE:BAC·Technology

SOXX Rebounds; Five Semiconductor Stocks Account for Almost Entire Early Gain in VGT

Initial figures indicated that five semiconductor stocks accounted for 49% of the iShares Semiconductor ETF’s early rise on Monday. U.S. markets were trading. SOXX was up 2.1% at around 10:01 a.m. EDT.

20 July 2026

ETFs·NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:INTC·NASDAQ:MU·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

US stock futures advance; chip sector bounce leads Dow ahead of earnings

The U.S. cash market stayed shut, with standard trading scheduled to begin at 09:30 EDT. Futures climbed following a steep decline in technology shares last week. The Nasdaq 100 rose at a pace four times greater than the Dow.

20 July 2026

Earnings Reports·LON:LSEG·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:MU·NASDAQ:NVDA·NASDAQ:WDC·Stock Market·Technology·US Economy

Oracle (NYSE:ORCL) Shares Drop 63%, Increasing Dilution from $20 Billion AI Funding Proposal

Oracle's dilution cost has increased following its 63% share price drop. Offloading $20 billion in stock around Friday’s closing price would mean issuing roughly 158 million shares. Preliminary estimates suggest this represents 5.5% of Oracle’s outstanding shares.

20 July 2026

Artificial Intelligence·Breaking·NYSE:ORCL·Technology

Alphabet (NASDAQ:GOOGL) results put Cloud’s growth revenue side by side with Search

Initial calculations indicate Google Cloud contributed approximately 43% to Alphabet’s revenue growth in the second quarter, while Search accounted for an estimated 44%.

20 July 2026

Breaking·Cloud Computing·Earnings·NASDAQ:GOOGL·Stock Market·Technology

IREN (NASDAQ:IREN) lifts 2026 AI Cloud projection past $4 billion as delivery efforts intensify

IREN increased its forecast for year-end 2026 AI Cloud ARR to over $4 billion on Monday. The company’s newly signed multi-year agreements total $2.8 billion in value. Shares climbed 8.7% to $36.54 by 8:02 a.m. EDT.

20 July 2026

Cloud Computing·NASDAQ:IREN·Technology

Apple trims Nvidia’s market-value advantage by roughly $470 billion across five sessions

Apple Inc. narrowed Nvidia Corp.’s valuation advantage substantially last week. Early estimates indicate the gap shrank by roughly $470 billion.

20 July 2026

NASDAQ:AAPL·NASDAQ:NVDA·NVIDIA·Stock Market·Technology

Nvidia (NASDAQ:NVDA) stock trades steady despite broader chip sector losses

Nvidia rose 0.5% in premarket trade on Monday. Last week, the stock declined by 3.9%, while the PHLX chip index fell 10%.

20 July 2026

NASDAQ:NVDA·NVIDIA·Semiconductors·Stock Market·Technology

Alibaba (HKG:9988) shares gain 3.7% after Qwen3.8 launch, AI premium remains modest

Alibaba Group Holding Limited gained 3.73% on Monday following an early look at its Qwen3.8 artificial-intelligence model, which features 2.4 trillion parameters. The stock finished at HK$116.80 when Hong Kong’s cash market closed.

20 July 2026

Artificial Intelligence·HKG:9988·Stock Market·Technology

DroneShield Ltd (ASX:DRO) short interest at highest in a year as outlook reduced

Short positions disclosed in DroneShield Ltd totaled 118.7 million shares. The level on July 13 represented 12.84% of the company’s outstanding shares, marking a 52-week peak.

20 July 2026

ASX:DRO·Drones·Stock Market·Technology

MARA Holdings (NASDAQ:MARA), formerly Marathon Digital, drops 15% as market shifts to signed AI capacity

U.S. cash equities did not open on Sunday. MARA ended Friday at $10.69, marking a 6.4% decrease on the session. The stock declined 15.2% compared to the previous Friday’s close.

20 July 2026

Artificial Intelligence·Cryptocurrency·NASDAQ:MARA·Technology

Intel (NASDAQ:INTC) 160% Surge Set for Profitability Challenge in Foundry Segment

Intel’s stock has climbed over 160% so far this year ahead of Thursday’s earnings. Despite higher sales, the company’s outlook continues to indicate slower profit growth. U.S. cash markets did not open on Sunday.

19 July 2026

NASDAQ:INTC·Stock Market·Technology

Microsoft (NASDAQ:MSFT) advances ahead of Nasdaq as investors anticipate AI capex easing

Microsoft gained from $385.10 to $393.82 over the past week. The Nasdaq slipped 2.8% and the S&P 500 dropped 1.5%. On Friday, Microsoft declined 1.8%.

19 July 2026

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

After Nvidia (NASDAQ:NVDA): AI Platform Stocks Poised for Upside

Chip buyers, rather than sellers, could deliver the next upside surprise in artificial intelligence. Alphabet is set to provide the most direct test when it announces results on July 22.

19 July 2026

Artificial Intelligence·NASDAQ:NVDA·Stock Market·Technology

NVIDIA (NASDAQ:NVDA) Shares Lead Chip Stocks Despite Nearly $200 Billion Market Value Loss

Nvidia (NASDAQ:NVDA) drops 3.9%, robust estimates help limit chip selloff

Nvidia declined 3.9% over the past week but outperformed the PHLX Semiconductor Index by 6.1 percentage points. Analysts' earnings forecasts for the company continued to increase.

19 July 2026

NASDAQ:NVDA·NVIDIA·Semiconductors·Stock Market·Technology

Nebius Group (NASDAQ:NBIS) slide raises questions over funding strategy for asset-light AI plans

Nebius Shares Slide 19% Even After Securing $775 Million GPU-Backed Loan

Nebius Group shares dropped 19.1% last week, even after obtaining its first senior secured loan. The $775 million loan is collateralized by deployed GPUs and customer cash flow commitments.

19 July 2026

NASDAQ:CRWV·NASDAQ:IREN·NASDAQ:NBIS·Stock Market·Technology

Magnificent Seven to Undergo Major AI-Era Earnings Test as Profit Margins Tighten

The Magnificent Seven approach earnings season with a much narrower profit-growth advantage, putting their substantial AI investments under greater scrutiny.

19 July 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NASDAQ:TSLA·Stock Market·Technology

NIO (NYSE:NIO) stock: 300,000 chip deliveries shift spotlight to external sales

NIO reported that its chip division has delivered over 300,000 NX9031X assisted-driving processors. The update offers investors additional performance metrics besides monthly vehicle sales.

19 July 2026

Breaking·Electric Vehicles·NYSE:NIO·Stock Market·Technology

Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

Super Micro Computer (NASDAQ:SMCI) trades 12% beneath June’s offer as funding concerns mount

NEW YORK, July 19, 2026, 10:10 a.m. EDT – Super Micro Computer shares remain 12% lower than the June offer price, increasing scrutiny over the company's ability to secure necessary funding.

19 July 2026

Breaking·Nasdaq·NASDAQ:SMCI·Stock Market·Technology

Sharpest Weekly Fall for IBM Shares Raises Questions Over Software Strategy

IBM shares plunged in their biggest single-day fall on record, wiping out around $69 billion in market value. The loss was about 100 times greater than the initial quarterly revenue shortfall. Investors adjusted IBM's long-term growth outlook, not just responding to a single disappointing quarter.

19 July 2026

NYSE:IBM·Stock Market·Technology

Technology 19 July 2026 - 20 July 2026