Technology 3 August 2026

Alphabet’s $44 Billion AI Reserve Delivers 220-Basis-Point Financing Advantage

Alphabet has leveraged its balance sheet to secure more favourable financing for AI chips. Data centers supported by Google borrowed at a median rate of 7.1%, while those involving Nvidia chips faced a 9.3% rate. The related maximum credit exposure totaled $43.8 billion.

4 August 2026

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:NVDA·Stock Market·Technology

Micron Technology (NASDAQ:MU) Stock’s 5.3x FY27 P/E Reflects a Wager on Memory Prices

The discussion over Micron’s valuation centers on the sustainability of its earnings. As of Monday’s close, a normalized multiple of 10 times suggests sustainable EPS at $82.95, which is 46.7% under early fiscal 2027 consensus estimates.

4 August 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

Palantir (NASDAQ:PLTR) Shares Surge 15% on Stronger U.S. Expansion Lifting Valuation Expectations

Shares of Palantir surged 15.2% in premarket trading after the company posted a 93% rise in quarterly revenue and raised its annual guidance.

4 August 2026

NASDAQ:PLTR·Stock Market·Technology

SpaceX earnings under scrutiny amid Starlink funding demands as $104 billion share unlock approaches

Space Exploration Technologies Corp. encounters a dual market hurdle on Tuesday. Starlink’s forecast operational profit accounts for just 13.9% of anticipated AI-related capex. In two days, 911.5 million shares owned by employees and early investors will be unlocked for trading.

4 August 2026

Space·Stock Market·Technology

Nvidia (NASDAQ:NVDA) Adds $143 Billion as AI-Spending Conversion Test Returns

NVIDIA Corporation added an estimated $143 billion in market value Monday. The stock closed at $206.64, up 2.9%. The regular U.S. session was closed at the 04:15 EDT reporting time.

4 August 2026

Artificial Intelligence·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

TeraWulf gains nearly 7% after Anthropic lease highlights 27% boost in revenue density

TeraWulf Inc. climbed roughly 7% on Monday after B. Riley Securities raised its price target to $40 from $32. Analyst Nick Giles maintained a Buy recommendation. The U.S. cash session had just ended, with consolidated closing data still being finalized.

3 August 2026

Artificial Intelligence·Cryptocurrency·NASDAQ:CIFR·NASDAQ:CORZ·NASDAQ:CRWV·NASDAQ:IREN·NASDAQ:WULF·Stock Market·Technology

Nebius Group (NASDAQ:NBIS) shares rise 16% as client prepayments intensify Q2 cash-flow scrutiny

Nebius Group N.V. rose 15.9% to $220.71 at last report in Monday afternoon dealings. The increase boosted its basic market value by roughly $7.7 billion, based on the March 31 share total.

3 August 2026

Breaking·Earnings·NASDAQ:NBIS·Stock Market·Technology

Grab shares advance ahead of Q2 report with Superbank margin scrutiny in view

Grab gained ahead of its second-quarter results, scheduled for release after U.S. markets close. The rise mirrored positive momentum seen in other ride-hailing and delivery stocks.

3 August 2026

Breaking·NASDAQ:GRAB·Stock Market·Technology

CoreWeave (NASDAQ:CRWV) Shares Rise 15.6% After Lenders Restructure Loan, Placing Focus on Second Quarter

Shares of CoreWeave Inc. surged 15.6% to $82.96 on Monday, pushing the company's market capitalisation to $43.7 billion. Other listed AI-infrastructure companies gained as well.

3 August 2026

Breaking·NASDAQ:CRWV·Stock Market·Technology

Qualcomm (NASDAQ:QCOM) Shares Steady as Broader Portfolio Cushions 61% Handset Decline

Growth in automotive and IoT offset 61% of Qualcomm’s drop in handset revenue last quarter. After falling 12.6% over five sessions, shares stabilized Monday. The stock gained 1.0% to $149.10 in early U.S. trade.

3 August 2026

Breaking·NASDAQ:QCOM·Semiconductors·Stock Market·Technology

Snap Inc. (NYSE:SNAP) Shares Climb Ahead of Earnings as Investors Focus on Margin Growth

Snap Inc. rose 6.5% ahead of its upcoming second-quarter earnings announcement. The company’s results will be published following Monday’s market close, with the earnings call scheduled for 5 p.m. EDT.

3 August 2026

Earnings·NYSE:SNAP·Stock Market·Technology

Nvidia’s Growth and Cash Position Highlighted as Goldman Cuts Broadcom

Broadcom pared back most of an early decline on Monday after Goldman Sachs Group took the chipmaker off its U.S. Conviction List. Broadcom was down 0.2% around midday. Nvidia climbed 3.2%, and Advanced Micro Devices gained 0.8%.

3 August 2026

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

Salesforce (NYSE:CRM) climbs after $25 billion buyback overshadows fund purchases

Salesforce Inc. gained 2.1% to a delayed $187.82 during Monday morning trading. Three recent filing alerts pointed to institutional managers buying up shares. However, the actual trades occurred months prior.

3 August 2026

NYSE:CRM·Stock Market·Technology

TSMC Stake Notifications Indicate March Positions as Latest Disclosure Reveals Reduced Buying Pace

Three institutional stake alerts for Taiwan Semiconductor Manufacturing Co Ltd record rises as of March 31. These are not new trading notifications.

3 August 2026

NYSE:TSM·Semiconductors·Stock Market·Technology

Alphabet Shares Jump; $98 Billion Investment Gain Skews Valuation Metric

Shares of Alphabet Inc. gained 3.4% to trade at $368.19 during morning hours. The company’s market capitalisation was around $4.51 trillion.

3 August 2026

Breaking·Earnings·NASDAQ:GOOG·NASDAQ:GOOGL·Stock Market·Technology

Oracle Shares Up 5.6% as Company Confronts $638 Billion Backlog Cash Challenge

Shares of Oracle Corporation climbed 5.6% to $137.15 during Monday morning trading in New York. The company's market capitalization hit roughly $399 billion. Oracle participated in a surge among major technology firms driven by AI, as Amazon.com Inc reached a $3 trillion market value for the first time.

3 August 2026

Breaking·NYSE:ORCL·Stock Market·Technology

SpaceX (NASDAQ:SPCX) Shares Dip While AI Investments Overshadow Starlink Returns

Shares of Space Exploration Technologies Corp. slipped roughly 1.5% in premarket trading on Monday. The stock was last seen around $106.7 following a 3.4% decline in the previous session.

3 August 2026

Artificial Intelligence·NASDAQ:SPCX·Space Industry·Stock Market·Technology

MicroVision (NASDAQ:MVIS) reverse split boosts issuance capacity 70% as earnings approach

MicroVision, Inc. started trading on a split-adjusted basis Monday, increasing its potential issuance capacity by 70%. Based on figures from the company’s May 28 proxy, 120.7 million common shares remain available following current allocations.

3 August 2026

Earnings·NASDAQ:MVIS·Stock Market·Technology

AiRWA Inc. (NASDAQ:YYAI) shares surge threefold in premarket trading, trading volume surpasses last week’s sum

AiRWA shares surged over threefold in Monday’s premarket session. However, the gains failed to recover losses from the previous week. The stock traded at $0.376, staying 96.7% under its July 24 closing price of $11.325.

3 August 2026

Artificial Intelligence·NASDAQ:YYAI·Stock Market·Technology

Microsoft Corporation (NASDAQ:MSFT) Shares Continue to Climb as Backlog Surges to $678 Billion, Scope Expands Past OpenAI

Microsoft stock was indicated up 2.1% at $474.40 ahead of the market open. The quote was recorded at 07:47 EDT. The main Nasdaq session was yet to start.

3 August 2026

Artificial Intelligence·NASDAQ:MSFT·Stock Market·Technology

Technology 3 August 2026 - 4 August 2026

Alphabet’s $44 Billion AI Reserve Delivers 220-Basis-Point Financing Advantage

Micron Technology (NASDAQ:MU) Stock’s 5.3x FY27 P/E Reflects a Wager on Memory Prices

Palantir (NASDAQ:PLTR) Shares Surge 15% on Stronger U.S. Expansion Lifting Valuation Expectations

SpaceX earnings under scrutiny amid Starlink funding demands as $104 billion share unlock approaches

Nvidia (NASDAQ:NVDA) Adds $143 Billion as AI-Spending Conversion Test Returns

TeraWulf gains nearly 7% after Anthropic lease highlights 27% boost in revenue density

Nebius Group (NASDAQ:NBIS) shares rise 16% as client prepayments intensify Q2 cash-flow scrutiny

Grab shares advance ahead of Q2 report with Superbank margin scrutiny in view

CoreWeave (NASDAQ:CRWV) Shares Rise 15.6% After Lenders Restructure Loan, Placing Focus on Second Quarter

Qualcomm (NASDAQ:QCOM) Shares Steady as Broader Portfolio Cushions 61% Handset Decline

Snap Inc. (NYSE:SNAP) Shares Climb Ahead of Earnings as Investors Focus on Margin Growth

Nvidia’s Growth and Cash Position Highlighted as Goldman Cuts Broadcom

Salesforce (NYSE:CRM) climbs after $25 billion buyback overshadows fund purchases

TSMC Stake Notifications Indicate March Positions as Latest Disclosure Reveals Reduced Buying Pace

Alphabet Shares Jump; $98 Billion Investment Gain Skews Valuation Metric

Oracle Shares Up 5.6% as Company Confronts $638 Billion Backlog Cash Challenge

SpaceX (NASDAQ:SPCX) Shares Dip While AI Investments Overshadow Starlink Returns

MicroVision (NASDAQ:MVIS) reverse split boosts issuance capacity 70% as earnings approach

AiRWA Inc. (NASDAQ:YYAI) shares surge threefold in premarket trading, trading volume surpasses last week’s sum

Microsoft Corporation (NASDAQ:MSFT) Shares Continue to Climb as Backlog Surges to $678 Billion, Scope Expands Past OpenAI

TechStock² Updates

Intel shares end at $91 amid foundry unit lag despite surge in AI server sales

Alphabet’s $44 Billion AI Reserve Delivers 220-Basis-Point Financing Advantage

Student-Loan Settlement Puts $23 Billion on Track as Servicer Risk Stays Limited

Micron Technology (NASDAQ:MU) Stock’s 5.3x FY27 P/E Reflects a Wager on Memory Prices

Palantir (NASDAQ:PLTR) Shares Surge 15% on Stronger U.S. Expansion Lifting Valuation Expectations

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