Technology 29 July 2026

IREN (NASDAQ:IREN) surges 26% as 5GW AI strategy intensifies valuation debate

Shares of IREN Ltd jumped 26.3% on Thursday morning, bouncing back after a 13.6% drop the previous day. AI infrastructure stocks rallied with gains seen across the wider technology sector.

30 July 2026

Artificial Intelligence·NASDAQ:IREN·Stock Market·Technology

CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) regain ground amid diverging AI cloud sector cash positions

CoreWeave advanced to $73.45, as Nebius rose to $190.79 during Thursday morning trading. The gains came after a steep, credit-driven selloff on Wednesday.

30 July 2026

Artificial Intelligence·Cloud Computing·NASDAQ:CRWV·NASDAQ:NBIS·Stock Market·Technology

Lam Research (NASDAQ:LRCX) stock jumps as AI outlook points to 45% incremental margin

Lam Research surged on Thursday after forecasting a sharp September-quarter expansion. The shares traded at $305.18 around 10 a.m. EDT, up 20.9%. U.S. regular trading was underway.

30 July 2026

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

Qualcomm (NASDAQ:QCOM) Shares Drop After Profit Outlook Reveals Margin Pressures

Qualcomm stock was set to open down 2.8% at $151.37 as of 09:00 EDT, after earlier dropping toward a 5% loss. Nasdaq futures advanced by around 1.5%. The regular trading session was scheduled to begin at 09:30 EDT.

30 July 2026

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

SOXL Faces 228% Climb to Recover From Chip Selloff, Outpacing SOXX

NEW YORK, July 30, 2026, 08:01 EDT SOXL requires a surge of 228% to return to prior levels following the semiconductor sector downturn, a much greater rebound than is needed for SOXX.

30 July 2026

ETFs·NASDAQ:SOXX·NYSEARCA:SOXL·NYSEARCA:SOXS·Semiconductors·Stock Market·Technology

AMD (NASDAQ:AMD) Shares Require 43-Times Earnings Multiple for Price to Double by 2028

Shares of Advanced Micro Devices recovered ahead of Thursday’s market open, while U.S. cash markets remained closed.

30 July 2026

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

Meta Shares Fall 9% as AI Investment Uses 98% of Operating Cash

Shares of Meta Platforms, Inc. slipped 8.9% in premarket trade on Thursday, quoted at $533.49 after finishing Wednesday at $585.61. The Nasdaq had yet to open for regular trading.

30 July 2026

Artificial Intelligence·NASDAQ:META·Stock Market·Technology

NVIDIA Corporation (NASDAQ:NVDA) recovers amid AI investors’ cash-flow scrutiny

NVIDIA stock gained ahead of Thursday’s market open, recovering some ground after Wednesday’s decline. U.S. cash markets stayed shut, but premarket trading was underway.

30 July 2026

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

Options Market Sets $199 Billion Challenge for Guidance Ahead of Apple Inc. (NASDAQ:AAPL) Earnings

Apple is set for a significant valuation hurdle ahead of its fiscal third-quarter results due Thursday. Shares finished Wednesday at $338.19, a decline of about 0.6%, putting the company's market value close to $4.98 trillion. At 07:06 EDT, regular U.S. trading had not yet begun.

30 July 2026

Earnings·NASDAQ:AAPL·Stock Market·Technology

Microsoft (NASDAQ:MSFT) shares surge close to 9% after easing of AI order backlog tempers spending worries

Shares of Microsoft Corporation gained 8.8%, reaching $424.93 during Thursday's premarket session. U.S. regular trading hours had not yet begun. The stock closed at $390.54 on Wednesday.

30 July 2026

Artificial Intelligence·NASDAQ:MSFT·Stock Market·Technology

Sandisk suffers 55% plunge in July, wiping out almost $200 billion as earnings expectations increase

NEW YORK, July 30, 2026, 05:11 EDT — Sandisk has lost 55% of its value in July, erasing close to $200 billion in market capitalisation as the company faces mounting pressure to surpass earnings estimates.

30 July 2026

Breaking·Earnings·NASDAQ:SNDK·Semiconductors·Stock Market·Technology

Micron (NASDAQ:MU) Declines Nearly $92 Billion Amid Scrutiny Over Longevity of Memory Rally

Micron lost about $92 billion in market capitalization on Wednesday, based on its 1.13 billion shares outstanding. The stock ended the session at $739 and fell to $729.65 in premarket trading.

30 July 2026

Breaking·KRX:000660·NASDAQ:MU·Semiconductors·Stock Market·Technology

Amazon (NASDAQ:AMZN) scales back Nova models as $200 billion AI investment put to test

Amazon.com is said to be discontinuing most of its main Nova artificial-intelligence models. Resources, including engineers and computing power, are being shifted to a frontier-model team headed by Pieter Abbeel.

30 July 2026

Artificial Intelligence·Breaking·E-Commerce·NASDAQ:AMZN·Stock Market·Technology

SpaceX (NASDAQ:SPCX) NROL-95 Launch Highlights Attention on $8.05 Billion Pentagon Contracts

SpaceX sent the secretive NROL-95 mission into orbit early on Thursday, just hours after securing a $1.6 billion contract from the Space Force.

30 July 2026

Breaking·NASDAQ:SPCX·Space·Stock Market·Technology

Fortinet, Inc. (NASDAQ:FTNT) Shares Surge 11% on Service Pipeline Outlook

Shares of Fortinet climbed after the cybersecurity firm lifted its forecast for 2026. The increase came on the heels of a strong second-quarter performance, with results surpassing expectations for sales, billings and profit.

30 July 2026

Cybersecurity·Earnings·NASDAQ:FTNT·Stock Market·Technology

Cipher Digital falls 13% alongside AI data center stocks; bitcoin trades flat

Cipher Digital Inc. ended Wednesday's session at $17.69, falling 13.4%. The drop wiped approximately $1.1 billion from its market capitalisation based on initial estimates. Trading volume was 39.7 million shares, about 1.55 times the recent average.

30 July 2026

Artificial Intelligence·Cryptocurrency·Data Centers·NASDAQ:CIFR·Stock Market·Technology

Arm stock drops post-earnings despite profit beat as stock-based compensation weighs

Shares of Arm Holdings dropped roughly 7% to $209 during after-hours trading on Wednesday. The stock finished regular trading 8.1% lower at $224.89 prior to the earnings release.

30 July 2026

Earnings·NASDAQ:ARM·Stock Market·Technology

Lam Research (NASDAQ:LRCX) shares recover after company projects $8.1 billion, beating forecasts

Lam Research stock climbed following the end of Wednesday’s regular trading. Investors focused on a strong September forecast despite a modest beat in June revenue. U.S. cash markets had closed, but after-hours trading was still underway.

30 July 2026

Earnings Reports·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

Amazon’s AWS Profit Margin Faces Scrutiny as Stock Drops 7.4% Ahead of Q2 Results

Amazon.com heads into Thursday's results following a five-day drop of 7.4%. That fall is steeper than the almost 6% change that options markets anticipated around earnings. U.S. markets are not currently open. The stock closed at $226.65, then fell 0.8% more in after-hours trade.

30 July 2026

Breaking·Cloud Computing·Earnings·NASDAQ:AMZN·Stock Market·Technology

Meta Platforms (NASDAQ:META) declines as Q2 free cash flow drops 91% on AI investments

Shares of Meta Platforms declined roughly 5% during after-hours trading on Wednesday. The company’s free cash flow plummeted 91%, although it reported the highest quarterly revenue on record. The U.S. cash market was shut, while trading persisted in the after-hours session.

29 July 2026

Artificial Intelligence·NASDAQ:META·Stock Market·Technology

Technology 29 July 2026 - 30 July 2026

IREN (NASDAQ:IREN) surges 26% as 5GW AI strategy intensifies valuation debate

CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) regain ground amid diverging AI cloud sector cash positions

Lam Research (NASDAQ:LRCX) stock jumps as AI outlook points to 45% incremental margin

Qualcomm (NASDAQ:QCOM) Shares Drop After Profit Outlook Reveals Margin Pressures

SOXL Faces 228% Climb to Recover From Chip Selloff, Outpacing SOXX

AMD (NASDAQ:AMD) Shares Require 43-Times Earnings Multiple for Price to Double by 2028

Meta Shares Fall 9% as AI Investment Uses 98% of Operating Cash

NVIDIA Corporation (NASDAQ:NVDA) recovers amid AI investors’ cash-flow scrutiny

Options Market Sets $199 Billion Challenge for Guidance Ahead of Apple Inc. (NASDAQ:AAPL) Earnings

Microsoft (NASDAQ:MSFT) shares surge close to 9% after easing of AI order backlog tempers spending worries

Sandisk suffers 55% plunge in July, wiping out almost $200 billion as earnings expectations increase

Micron (NASDAQ:MU) Declines Nearly $92 Billion Amid Scrutiny Over Longevity of Memory Rally

Amazon (NASDAQ:AMZN) scales back Nova models as $200 billion AI investment put to test

SpaceX (NASDAQ:SPCX) NROL-95 Launch Highlights Attention on $8.05 Billion Pentagon Contracts

Fortinet, Inc. (NASDAQ:FTNT) Shares Surge 11% on Service Pipeline Outlook

Cipher Digital falls 13% alongside AI data center stocks; bitcoin trades flat

Arm stock drops post-earnings despite profit beat as stock-based compensation weighs

Lam Research (NASDAQ:LRCX) shares recover after company projects $8.1 billion, beating forecasts

Amazon’s AWS Profit Margin Faces Scrutiny as Stock Drops 7.4% Ahead of Q2 Results

Meta Platforms (NASDAQ:META) declines as Q2 free cash flow drops 91% on AI investments

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Stock Market Today

IREN (NASDAQ:IREN) surges 26% as 5GW AI strategy intensifies valuation debate

VOO Rises After Dip as Chip Sector Concentration Takes Center Stage

CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) regain ground amid diverging AI cloud sector cash positions

Lam Research (NASDAQ:LRCX) stock jumps as AI outlook points to 45% incremental margin

Arm Holdings (NASDAQ:ARM) Shares Surge with Rapid Growth in AI Core Shipments

Bloom Energy (NYSE:BE) surges 26% as single client drives 73% of Q2 sales

Jersey Mike’s $1 bln IPO (NYSE:JMKE) delivers 68% to selling holders, focuses on debt hurdle (Reuters)

Qualcomm (NASDAQ:QCOM) Shares Drop After Profit Outlook Reveals Margin Pressures

Altria Shares Fall; Discount Lines Offset Marlboro Decline, on! Sales Drop

Nokia Oyj (HEL:NOKIA) shares climb 4% with €2.8 billion in AI orders under scrutiny for conversion

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