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Technology 12 August 2026 - 13 August 2026

Nasdaq Rises 0.5% as AI Infrastructure Surge Offsets Declines in Mega-Cap Stocks

The Nasdaq Composite rose 0.54% on Wednesday, though the headline gain masked a significant shift within the technology sector. Companies providing AI computing saw investor support, while some platforms purchasing AI computing faced declines. The index ended the session at 26,588.49, increasing by 143.04 points.

13 August 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:AMZN·NASDAQ:CRWV·NASDAQ:GOOGL·NASDAQ:MSFT·NASDAQ:MU·NASDAQ:NVDA·NASDAQ:SMCI·Stock Market·Technology

Microsoft Stock Falls 2.3% as AI Trade Rewards Hardware Over Software

Microsoft Corporation fell 2.26% to $492.43 on Wednesday. The retreat came as investors shifted toward the hardware powering artificial intelligence. The Nasdaq Composite still gained 0.54%.

13 August 2026

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

Dow Jones Drops 22 Points with Home Depot and Microsoft Offsetting 112-Point Rise from Other Stocks

The Dow Jones Industrial Average dropped 21.58 points to close at 53,770.27 on Wednesday. More than the total drop was led by just two stocks.

13 August 2026

Breaking·NASDAQ:MSFT·NYSE:HD·Stock Market·Technology

Dell Shares (DELL) Gain 5% as AI Surge Puts Pressure on Margin Performance

Dell Technologies climbed nearly 5% on Wednesday as optimistic outlooks from AI-infrastructure competitors boosted sentiment for server demand. The stock's advance topped the S&P 500's 0.3% gain.

13 August 2026

Artificial Intelligence·NYSE:DELL·Stock Market·Technology

Super Micro (SMCI) Shares Surge 19%, Yet Q1 Margin Data Points to 18% Gross Profit Shift

Shares of Super Micro Computer surged 19.02% to close at $37.61 on Wednesday. The AI server manufacturer projected much higher fiscal 2027 revenue than analysts anticipated. Around 164.9 million shares changed hands during the session.

13 August 2026

Breaking·Earnings Reports·NASDAQ:SMCI·Stock Market·Technology

Infleqtion Stock (INFQ): Record Revenue Offset by $27.4 Million Cash-Flow Timing Benefit

LOUISVILLE, Colorado, August 12, 2026, 17:45 EDT — U.S. regular trading has ended. Infleqtion, Inc. posted record revenue for the quarter after the bell, but noted its cash-flow statement included a $27.4 million timing benefit that will be reversed in the third quarter. This discrepancy shifts investor focus from headline growth to the underlying quality of cash flow.

12 August 2026

Breaking·NYSE:INFQ·Stock Market·Technology

Trump Media Stock (DJT): $12 Million Revenue Run Rate Threatened as Truth API Lawsuit Unfolds

Trump Media & Technology Group is confronting scrutiny over its latest revenue initiative. Two press organizations filed a lawsuit on Wednesday against President Donald Trump and additional parties regarding Truth API, a subscription service offering quicker delivery of selected Truth Social content. The suit aims to halt both the service itself and the exclusive-posting setup.

12 August 2026

NASDAQ:DJT·Stock Market·Technology

Nvidia stock (NVDA) rises by around $160 billion as AI demand boosts spending

Shares of NVIDIA Corporation advanced 3.03% on Wednesday, settling at $224.09. Investors responded to new indications of ongoing investment in AI infrastructure. With 24.2 billion shares outstanding, the $6.59 increase boosted NVIDIA's market capitalization by about $159 billion.

12 August 2026

Artificial Intelligence·Breaking·NASDAQ:CRWV·NASDAQ:NVDA·NASDAQ:SMCI·Stock Market·Technology

Cerebras Stock (CBRS) Falls as Earnings Highlight $25.4 Billion Backlog and Capacity Challenge

Cerebras Systems, Inc. gave up all of its earlier gains after earnings. Shares ended the regular session 11.6% higher at $262.06, but slid to about $229.89 in after-hours trading. This price level was approximately 2% under Tuesday’s implied close.

12 August 2026

Artificial Intelligence·Breaking·Earnings·Stock Market·Technology

Coherent Stock (COHR) Erases an 8% Rally After Earnings as AI-Optics Bar Rises

Coherent Corp. shares reversed sharply after Wednesday's close. The photonics maker fell 7.2% to $330 in preliminary after-hours trading. That nearly erased an 8.2% regular-session rally.

12 August 2026

Artificial Intelligence·Earnings·NYSE:COHR·Semiconductors·Stock Market·Technology

Cisco stock (CSCO) under pressure as AI revenue goal lifted to $7.5 billion, raising margin concerns

Cisco Systems, Inc. increased its fiscal 2027 AI revenue forecast to $7.5 billion following a quarterly earnings beat. Shares climbed 3.2% in Wednesday's regular trading ahead of the announcement.

12 August 2026

Artificial Intelligence·Breaking·Earnings·NASDAQ:CSCO·Stock Market·Technology

Cisco stock (CSCO) up 2.5% ahead of earnings, $34 billion swing expected

Cisco Systems gained 2.5% on Wednesday, ahead of its fiscal fourth-quarter earnings report. At 15:45 EDT, the stock was trading at $123.40, with the quote reported as delayed and preliminary.

12 August 2026

Earnings·NASDAQ:CSCO·Stock Market·Technology

Amazon Stock (AMZN) Slips as AWS Growth Meets a $25.8 Billion Free-Cash-Flow Swing

Amazon.com, Inc. shares slipped 1.2% on Wednesday. The pullback came two sessions after cloud momentum briefly lifted its value above $3 trillion. The stock traded at $268.97 by 14:46 EDT.

12 August 2026

Cloud Computing·NASDAQ:AMZN·Stock Market·Technology

Quantinuum Stock (QNT) Jumps 25% as Oracle Deal Sharpens the Revenue Test

Quantinuum Inc. shares surged 25.3% to about $70.26 on Wednesday. The move added an estimated $3.71 billion of equity value after its first public quarterly report and an Oracle cloud agreement.

12 August 2026

NASDAQ:QNT·Stock Market·Technology

Sandisk stock (SNDK) surges 8% as company showcases quicker AI flash technology ahead of Investor Day

Shares of Sandisk Corporation rose 8.3% on Wednesday following the launch of new high-speed flash memory targeted for AI infrastructure. At 13:50 EDT, the stock was trading at $1,376.63, significantly outperforming the overall market.

12 August 2026

Artificial Intelligence·Breaking·NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Netflix stock (NFLX) drops close to $74 after ad forecast declines 7.8%

Netflix Inc. shares slipped 0.75% to $74.23 on Wednesday afternoon after dropping 1.97% on Tuesday. US markets were open.

12 August 2026

NASDAQ:NFLX·Stock Market·Technology

Micron Stock (MU) Jumps 6% as AI Rally Adds $63 Billion in Market Value

Micron Technology Inc. shares jumped 6.45% to $924.50 during Wednesday trading. The move outpaced a 3.1% rise in the Philadelphia semiconductor index as AI infrastructure earnings lifted chip stocks.

12 August 2026

Artificial Intelligence·NASDAQ:MU·Stock Market·Technology

Alphabet Stock (GOOGL) Drops With Pixel 11 Launch Spotlighting $100 Price Increase as AI Subscription Probe

Shares of Alphabet Inc. fell on Wednesday after Google announced its Pixel 11 smartphone series. The entry-level model is priced at $900, representing a $100 increase over the previous year. At 12:23 EDT, Alphabet’s stock was down 0.57% at $341.84.

12 August 2026

Artificial Intelligence·NASDAQ:GOOGL·Stock Market·Technology

Ondas stock (ONDS) steady with $406 million H2 revenue milestone ahead

Ondas Holdings Inc. shares were flat on Wednesday ahead of a key earnings report. Shares stood at $9.71, a decrease of 0.3%, during U.S. trading hours.

12 August 2026

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

IREN stock surges 9% with CoreWeave rally highlighting 160x capacity increase

Shares of IREN Limited rose roughly 9% on Wednesday. There was no fresh operational update from the company. Instead, investors reacted to a robust earnings print from CoreWeave, which lifted sentiment across AI-infrastructure stocks.

12 August 2026

Breaking·NASDAQ:APLD·NASDAQ:CRWV·NASDAQ:IREN·NASDAQ:NBIS·NASDAQ:SMCI·Stock Market·Technology

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Technology 12 August 2026 - 13 August 2026

Nasdaq Rises 0.5% as AI Infrastructure Surge Offsets Declines in Mega-Cap Stocks

Microsoft Stock Falls 2.3% as AI Trade Rewards Hardware Over Software

Dow Jones Drops 22 Points with Home Depot and Microsoft Offsetting 112-Point Rise from Other Stocks

Dell Shares (DELL) Gain 5% as AI Surge Puts Pressure on Margin Performance

Super Micro (SMCI) Shares Surge 19%, Yet Q1 Margin Data Points to 18% Gross Profit Shift

Infleqtion Stock (INFQ): Record Revenue Offset by $27.4 Million Cash-Flow Timing Benefit

Trump Media Stock (DJT): $12 Million Revenue Run Rate Threatened as Truth API Lawsuit Unfolds

Nvidia stock (NVDA) rises by around $160 billion as AI demand boosts spending

Cerebras Stock (CBRS) Falls as Earnings Highlight $25.4 Billion Backlog and Capacity Challenge

Coherent Stock (COHR) Erases an 8% Rally After Earnings as AI-Optics Bar Rises

Cisco stock (CSCO) under pressure as AI revenue goal lifted to $7.5 billion, raising margin concerns

Cisco stock (CSCO) up 2.5% ahead of earnings, $34 billion swing expected

Amazon Stock (AMZN) Slips as AWS Growth Meets a $25.8 Billion Free-Cash-Flow Swing

Quantinuum Stock (QNT) Jumps 25% as Oracle Deal Sharpens the Revenue Test

Sandisk stock (SNDK) surges 8% as company showcases quicker AI flash technology ahead of Investor Day

Netflix stock (NFLX) drops close to $74 after ad forecast declines 7.8%

Micron Stock (MU) Jumps 6% as AI Rally Adds $63 Billion in Market Value

Alphabet Stock (GOOGL) Drops With Pixel 11 Launch Spotlighting $100 Price Increase as AI Subscription Probe

Ondas stock (ONDS) steady with $406 million H2 revenue milestone ahead

IREN stock surges 9% with CoreWeave rally highlighting 160x capacity increase

TechStock² Updates

SoFi Shares Rise 8% as Softer Inflation Alters Market Profit Test

Nokia Shares Surge 9.2% Following Upbeat Optical Outlook, Adding €4.4 Billion in Market Capitalization

Virgin Galactic Shares (SPCE) Drop 13% After Flight Postponement, $190 Million Cash Burn Looms Before Launch

Nasdaq Rises 0.5% as AI Infrastructure Surge Offsets Declines in Mega-Cap Stocks

Chevron Stock (CVX) Holds Flat as Gulf Bypass Plans Target 60% of Hormuz Oil

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