Technology

AMD holds steady after UBS sets $1.1T target, AI rivalry grows

AMD (NASDAQ:AMD) Up Again, But Price Targets Showing Less Room

Advanced Micro Devices gained 1.3% to $553.71 late Friday, doing better than the PHLX Semiconductor Index but still lagging Nvidia Corp. The stock bounced back 3.1% off the session low after swinging through a $23.29 range, putting AMD’s market cap near $914 billion.

10 July 2026

NASDAQ:AMD·Stock Market·Technology

CrowdStrike Drops 5.5%, Wipes Out $11 Billion in Value — Double Last ARR

CrowdStrike Holdings, Inc. lost about $11.0 billion in market cap in Friday’s early trading, according to the most recent share count and this month’s four-for-one split. The stock dropped 5.5% to $187.59 as of about 13:54 EDT. That day’s loss was about double CrowdStrike’s current $5.51 billion in annual recurring revenue.

10 July 2026

NASDAQ:CRWD·Stock Market·Technology

Nvidia (NASDAQ:NVDA) stock surges, S&P 500 hides size of rally

Nvidia was up 3.1% at $209.14 as of 11:52 a.m. EDT Friday, pushing its market cap to $5.10 trillion. The gain tacked on about $155 billion since Thursday’s finish, coming as one of its biggest customers detailed plans to scale back use of outside chips.

10 July 2026

NASDAQ:NVDA·NVIDIA·Stock Market·Technology

SK Hynix’s $26.5 Billion Nasdaq Debut Reveals the Hidden Price Investors Pay for Access

SK hynix Inc. attracted filings from at least 10 fund managers for leveraged or inverse single-stock exchange-traded funds before its first U.S. trade, after pricing a $26.5 billion sale of American depositary receipts, or ADRs — U.S.-traded certificates representing foreign shares — at $149. The price was 2.7% above the three-day average for its Seoul shares; underwriters earned nearly $260 million, or 0.97% of the proceeds.

10 July 2026

Breaking·NASDAQ:EOSE·NASDAQ:PTAC·NASDAQ:SKHYV·Stock Market·Technology

Netflix stock slips on Warner Bros deal drama — earnings is the next test

Netflix Stock Gains as Live-TV Push Draws Focus to Cash Yield

Netflix rose 0.2% in Friday’s premarket after a report said the company is looking at always-on live channels and service bundles to offset sluggish viewer engagement. The move comes with Nasdaq 100 futures down 0.3% and Netflix’s Q2 earnings due in six days.

10 July 2026

Breaking·NASDAQ:NFLX·NASDAQ:WBD·Stock Market·Technology

Wall Street money moved out of AI chips and into defensives after soft jobs data

Wall Street Pushes AI-Memory Trade as $26.5B Bet Reveals Weak Spot

Tech stocks in the U.S. were on track for a weaker start Friday, with SK hynix launching a $26.5 billion offering on Nasdaq. Investors are watching to see if AI demand can handle a deal this size without triggering selling in other positions. Nasdaq-100 futures dropped 0.6%. S&P 500 and Dow futures were steady.

10 July 2026

Artificial Intelligence·NASDAQ:MU·NASDAQ:SKHYV·NASDAQ:STX·NASDAQ:WDC·Stock Market·Technology

AT&T’s 5% Yield Draws Eyes, But Starlink Casts a Shadow

AT&T Inc. traded lower Thursday, with shares now sitting around 6% above the 52-week low. The dip comes a day before a dividend cut-off date, which usually attracts income-focused buyers. This quarter’s payout comes in at about 1.3% of Thursday’s price. Meanwhile, a new Wells Fargo price target points to another 14% drop ahead.

9 July 2026

NYSE:T·Technology

TeraWulf $19B AI Lease Faces $3.5B Debt Check

TeraWulf Inc. traded higher Thursday after the company put a number on the cost of converting its $19 billion Anthropic lease into an operational AI campus: $3.5 billion in fresh debt.

9 July 2026

Cryptocurrency·NASDAQ:WULF·NYSE:MS·Technology

Wall Street Chip Rally Spreads Past Nvidia, But Risks Are Up

U.S. stocks climbed late Thursday as chip and memory stocks rallied, brushing off fresh U.S.-Iran tension. Investors came back to AI names after Wednesday’s drop. The S&P 500 was last up 0.84%, the Nasdaq gained 1.26%, and the Dow Jones Industrial Average rose 0.40%, according to Reuters’ late trade update.

9 July 2026

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

Sandisk Gains $34 Billion; August Seen As Key Test for SNDK

Sandisk Corporation jumped 12.4% in Thursday's regular U.S. session, gaining about $33.5 billion in market cap. The flash-storage maker led memory names higher, with traders now looking toward two August events that may show if actual contract earnings can support the rally or if it's just AI momentum. Shares traded at $1,940.86 around 14:49 EDT.

9 July 2026

Earnings Reports·NASDAQ:SNDK·Stock Market·Technology

Rivian $1.2B stock offer puts R2 momentum in focus even as deliveries rise

Rivian (NASDAQ:RIVN) climbs back over deal price; focus on 42,441 vehicles

Rivian Automotive, Inc. jumped Thursday after a filing showed banks picked up the full overallotment in its stock sale. The news turned the rough equity raise into a smoother capital move than Tuesday’s steep drop had indicated.

9 July 2026

Electric Vehicles·NASDAQ:RIVN·Stock Market·Technology

Wrap Technologies (NASDAQ:WRAP) gets $45M boost on federal ruling

Wrap Technologies, Inc. stock jumped Thursday as traders reacted to a federal weapons-classification decision and news of a counter-drone system, both seen as a turning point for the micro-cap public-safety firm.

9 July 2026

NASDAQ:WRAP·Stock Market·Technology

Nokia drops as investors shrug at FiberCop news, look to AI-optics prices

Nokia (HEL:NOKIA) adds €5.6B in market cap as shares surge in Helsinki

Nokia Oyj jumped 9.64% to finish at 11.20 euros in Helsinki on Thursday. The move added about 5.6 billion euros in market cap in one session as investors bought in on new signs of the company’s AI-networking strategy. According to Google Finance, Nokia’s market value stood at 64.16 billion euros at 18:29 local time, with shares moving between 10.50 and 11.24 euros for the day.

9 July 2026

Breaking·HEL:NOKIA·Stock Market·Technology

Ondas Trades Higher After $876M Drone Order and Massive Share Volume

Ondas Inc. climbed in busy afternoon trading Thursday. Investors shrugged off new dilution tied to the DZYNE Technologies buy and turned attention to whether the defense-drone group can deliver growth to match the stock given to sellers. Shares added 3.6% to $7.79, moving between $7.49 and $7.82 on 51.5 million shares traded.

9 July 2026

Breaking·Drones·NASDAQ:ONDS·Technology

MARA Holdings (NASDAQ:MARA) shares move higher after 2-GW AI data center pitch in Texas, still no tenant

MARA Holdings Inc. shares popped Thursday. Investors bid up the bitcoin miner-turned-power developer on news it’s picked out a Texas site that might bring 2 gigawatts to the grid. The company hasn’t named a tenant or said what the deal will mean for finances yet.

9 July 2026

Data Centers·NASDAQ:MARA·Technology

Arista faces another test as AI-networking rally gets attention

Arista Networks shares climbed Thursday, extending a rally after the cloud-networking stock topped its old 52-week high. Investors are still buying into companies linked to AI data centers.

9 July 2026

Industry Analysis·NYSE:ANET·Stock Market·Technology

Apple’s $30 Billion Broadcom Deal Stresses Control

Apple said it plans to spend over $30 billion with Broadcom to design and make chips in the U.S., giving its longtime supplier another boost and offering Washington a big new domestic semiconductor commitment. The company said the deal should result in more than 15 billion U.S.-made chips and support hundreds of jobs.

9 July 2026

Apple·Industry Analysis·NASDAQ:AAPL·NASDAQ:AVGO·Semiconductors·Technology

SK Hynix’s $28 Billion Nasdaq Launch Puts AI Memory Demand in Focus

SK Hynix’s U.S. share sale is seeing heavy demand, more than seven times oversubscribed, Reuters said, citing a source. The South Korean memory-chip maker is set for one of the biggest equity deals on record as investors look for AI supply chain exposure. SK Hynix declined to comment to Reuters.

9 July 2026

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

Nasdaq Futures Rise on Chips, Traders Wary After Iran Shock

Nasdaq futures moved higher Thursday, lifted by gains in chip stocks. Dow futures slipped as IBM and Microsoft dropped, with traders also watching new U.S.-Iran fighting, choppy oil, and a Fed still talking tough on inflation.

9 July 2026

Nasdaq·NASDAQ:AMD·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·NASDAQ:SBUX·NYSE:IBM·Stock Market·Technology

Apple Faces $30B Hurdle as Broadcom Deal Hits Pre-Market

Apple was down 0.32% at $312.38 ahead of Thursday’s open, trimming some of Wednesday’s 0.88% gain. The move came as traders looked at Apple’s $30 billion chip deal with Broadcom and a new legal issue in Europe. The stock closed at $313.39 on Wednesday.

9 July 2026

NASDAQ:AAPL·NASDAQ:AVGO·Stock Market·Technology

Technology 9 July 2026 - 10 July 2026