Today: 15 July 2026
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Technology 14 July 2026 - 15 July 2026

Cisco (NASDAQ:CSCO) drops $4.32 in short week, dividend in focus

Cisco Selloff Puts $9 Billion AI Order Goal Under a Fourth-Quarter Test

Cisco Systems, Inc. slid 4.5% on Wednesday, sharpening an investor question created by its own artificial-intelligence targets: can record orders from hyperscalers, the largest cloud operators, turn into enough sales and profit to support a roughly $445 billion market value? Cisco booked $5.3 billion of AI infrastructure orders from those customers through fiscal third-quarter 2026 and must add about $3.7 billion in the final quarter to reach its $9 billion full-year goal, nearly twice the prior quarter’s $1.9 billion.
15 July 2026
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Sandisk $41.6 bln in contracts now up against buyer-hedge test

Sandisk $41.6 bln in contracts now up against buyer-hedge test

Sandisk Corporation shares fell 12.4% in early U.S. trading Wednesday as traders weighed a new challenge to the storage firm’s efforts to manage memory cycles. CoreWeave, Inc., which locked in a long-term supply deal with Sandisk, is looking at ways to hedge against a possible drop in chip prices, according to a source cited by Reuters. The person said discussions are at an early stage and there’s no trade yet.
15 July 2026
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Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba Group Holding Limited jumped 6.2% in late-morning New York trade after China approved Apple Intelligence for local use and Alibaba said Qwen would get integrated across Apple’s main operating systems in China. Alibaba’s American depositary receipts climbed $6.95, adding about $16.7 billion in equity value, based on its 2.40 billion shares outstanding. The companies didn’t give any launch date or commercial terms.
15 July 2026
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Apple (NASDAQ:AAPL) cleared for China AI launch as iPhone sales test 24% jump

Apple (NASDAQ:AAPL) cleared for China AI launch as iPhone sales test 24% jump

Apple Inc. got regulatory clearance for its Apple Intelligence product in China on Wednesday, moving the focus for investors to the staying power of Apple’s recent rebound in the country. The rally started before Apple Intelligence launched. IDC’s estimates, rounded, show Apple shipped about 2.4 million more iPhones year-on-year in mainland China in the June quarter.
15 July 2026
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Aehr Test Systems (NASDAQ:AEHR) backlog covers 72% of fiscal 2027 sales midpoint; shares up

Aehr Test Systems (NASDAQ:AEHR) backlog covers 72% of fiscal 2027 sales midpoint; shares up

Aehr Test Systems shares jumped 29.6% to $93.30 in premarket trading Wednesday after the chip equipment maker guided for fiscal 2027 revenue between $130 million and $150 million, which is 2.6 to 3 times last year’s result. The company cited an effective backlog of $100.6 million, with orders placed after May 29 and covering roughly 72% of the target’s midpoint.
15 July 2026
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SpaceX (NASDAQ:SPCX) Stock’s $230 Target Implies a $1.24 Trillion Gain Before Starship Test

SpaceX (NASDAQ:SPCX) Stock’s $230 Target Implies a $1.24 Trillion Gain Before Starship Test

Space Exploration Technologies Corp., known as SpaceX, would need to add about $1.24 trillion in equity value to reach the $230 target set on Tuesday by Evercore Inc.’s ISI unit, making Thursday’s Starship flight a near-term check on a valuation already near $1.8 trillion. The shares closed Tuesday at $136.08, just $1.08 above the $135 offer price.
15 July 2026
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