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Technology 25 June 2026

Applied Materials (NASDAQ:AMAT) gains $50 billion as AI memory trade pushes past Street forecasts

Applied Materials (NASDAQ:AMAT) gains $50 billion as AI memory trade pushes past Street forecasts

Applied Materials soared 10.7% to $652.07, adding $50.4 billion in value after unveiling new DRAM and advanced packaging systems and forecasting DRAM equipment spending to more than double NAND, with HBM driving over 50% growth in advanced packaging this year; shares now trade 18.7% above the average analyst target.
25 June 2026
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Nexera Technologies (NASDAQ:NEXR) jumps after Logia deal offsets resale overhang

Nexera Technologies (NASDAQ:NEXR) jumps after Logia deal offsets resale overhang

Nexera Technologies (NASDAQ:NEXR) soared 54% to $0.8663 on record-shattering volume—54 times its average—after announcing majority-owned Fort Technology signed a non-binding LOI for a data-center backup-power deal, though milestone terms could slash Fort’s Logia USA stake from 50.1% to 15% if targets are met; the deal is not closed and faces multiple approvals.
25 June 2026
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Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron surged on $22 billion in customer commitments as memory suppliers gained $239 billion in market value, while five AI-linked megacaps lost $417 billion, shifting investor focus from AI demand to pricing power amid tight memory supply and rising component costs.
25 June 2026
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Micron Technology (NASDAQ: MU) gains ahead of earnings; Street eyes $20.57 EPS bar

Micron headed for $200 billion jump before the bell on AI memory deals

Micron soared 16.7% premarket to $1,224.01 after locking in $100 billion of minimum-price customer contracts and $22 billion in projected deposits, signaling investors are valuing its multi-year supply deals and price floors over spot-market risks as DRAM and NAND prices surged, with management forecasting tight supply “beyond 2027” and fourth-quarter revenue guidance at $50 billion.
25 June 2026
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Oracle (NYSE:ORCL) stock slips as AI spending outpaces cloud infra sales

Oracle (NYSE:ORCL) stock slips as AI spending outpaces cloud infra sales

Oracle plunged 4.62% to $157.53 after its annual report revealed fiscal 2026 capital expenditures soared to $55.7 billion—over three times cloud-infrastructure revenue—while free cash flow was negative $23.7 billion and restructuring costs surged, highlighting intensifying funding pressures despite a massive $638 billion backlog.
25 June 2026
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Stock Market Today

  • Chinese AI and Chip Firms Boost Onshore IPO Market in 2024
    June 26, 2026, 6:56 AM EDT. China's onshore technology initial public offerings (IPOs) are poised for their strongest performance since 2023. The surge is driven by increased listings of chipmakers and artificial intelligence (AI) companies. This rebound supports Beijing's strategy to enhance tech self-reliance amid ongoing U.S.-China rivalry, reflecting heightened government backing for domestic technology sectors.

Latest News

Judge ruling puts question mark on Trump grad-loan caps for private lenders

Judge ruling puts question mark on Trump grad-loan caps for private lenders

26 June 2026
A U.S. judge blocked the Education Department’s stricter “professional degree” test, letting some high-cost graduate programs keep access to $50,000 a year in federal loans—potentially shrinking the private student loan market by up to $100,000 per borrower; Sallie Mae and SoFi’s expected multi-year private loan growth tied to federal reforms now faces new uncertainty.
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