Today: 14 July 2026
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Technology 12 July 2026 - 14 July 2026

JD.com pops while Qualcomm lags as volume tracks search trends

JD.com pops while Qualcomm lags as volume tracks search trends

Qualcomm dropped 2.7% Monday, even after TD Cowen bumped its price target to $225 from $200. JD.com added 2.4% while Macquarie lowered its target to $37 from $40. The new targets suggest possible upside of 22.3% for Qualcomm, 28.1% for JD, versus their latest closes. Macquarie kept an Outperform on JD, projecting Q2 revenue to slip 4% and adjusted operating profit—before specified items—at RMB5.8 billion.
14 July 2026
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S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 Tech Slide Masked 0.76-Point Shift—Banks in Focus as Results Loom

S&P 500 dropped 0.8% Monday as chip stocks tumbled and oil spiked nearly 10%, shaking risk appetite. But the bigger story for investors was under the surface: the index’s equal-weight version slipped just 0.03%. A big financials ETF moved up 0.65%, while its tech fund counterpart fell 2.42%. The 0.76 point gap between the main and equal-weight S&P suggested big caps were rotating, not dumping stocks.
13 July 2026
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AI stocks signal memory premium starting to fade

AI stocks signal memory premium starting to fade

AI stocks ended Monday in the red, though losses varied across the sector. A group of three memory and storage plays tied to AI dropped 7.2%, nearly double the 3.7% loss for a set of four compute and foundry names. The split points to investors shortening their view on how long shortage-fueled gains can last, despite healthy order books and continued spend on infrastructure.
13 July 2026
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AMD’s New $675 Target Hits as Market Watches 320 Million Shares

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

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

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

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

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
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