Technology 4 August 2026

Palantir Shares Gain Nearly $89 Billion After AI Demand Drives Up Outlook

Palantir Technologies Inc. gained roughly $88.8 billion in implied equity value on Tuesday. The company increased its annual revenue guidance by $498 million at the midpoint.

5 August 2026

Artificial Intelligence·Earnings·NASDAQ:PLTR·Stock Market·Technology

Toast Shares Dip Post-Market Despite Beating Revenue Estimates as Hardware Inventory Weighs on Cash Flow

Shares of Toast, Inc. declined 1.7% to $33.22 as of 18:34 EDT, after ending the session up 3.1% at $33.81. The restaurant technology provider surpassed revenue forecasts and lifted its outlook for 2026.

5 August 2026

Breaking·Earnings·NYSE:TOST·Stock Market·Technology

Pinterest (NYSE:PINS) falls as stock repurchases drive EPS rise while sales forecast softens

Pinterest Inc. dropped in after-hours trading on Tuesday, recording a broad earnings beat. Market attention shifted to decelerating revenue growth and gains in per-share results attributed to share repurchases.

5 August 2026

Breaking·Earnings·NYSE:PINS·Stock Market·Technology

Nvidia (NASDAQ:NVDA) Valuation Gap Conceals Challenge to $2.5 Trillion Milestone

Nvidia's stock climbed on Tuesday, yet a significant figure remains over the market. The consensus target from Wall Street points to an additional $2.50 trillion in market capitalization.

5 August 2026

NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Zeta Global (NYSE:ZETA) Tops Q2 Estimates, Fourth-Quarter Revenue Guidance Indicates Approximate $508 Million

Zeta Global posted its 20th straight quarter of surpassing analyst forecasts and raising guidance on Tuesday. The company’s revenue, profit and cash flow all topped their levels from a year earlier. Nonetheless, investors sold off the stock in after-hours trading.

4 August 2026

Earnings·NYSE:ZETA·Stock Market·Technology

Astera Labs (NASDAQ:ALAB) climbs in after-hours as Q3 revenue forecast beats consensus by 32%

Astera Labs projected a 40.2% increase in revenue quarter-over-quarter for the September period. Shares initially gained but later fell back in choppy after-hours trading.

4 August 2026

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

Arista Networks Shares Climb as AI Drives 53% Incremental Margin

Arista Networks jumped 13% to $214.78 during late trading on Tuesday, after ending the previous session at $190.51. The rally came as investors responded positively to a solid earnings outperformance and an upbeat forecast for the September quarter.

4 August 2026

Artificial Intelligence·Earnings·NYSE:ANET·Stock Market·Technology

IREN (NASDAQ:IREN) Finalizes Acquisition of Mirantis, Market Value Estimated at $555 Million

IREN Limited has finalized its acquisition of Mirantis at a reduced valuation compared to the original statement. On Tuesday's closing, the value of the disclosed deal stood at approximately $555 million.

4 August 2026

NASDAQ:IREN·Stock Market·Technology

Oracle Stock Continues Recovery as $260 Billion AI Leasing Commitments Challenge Credit

NEW YORK, August 4, 2026, 16:05 EDT Oracle shares advanced for a second session, extending their rebound while investor focus remained on the company’s $260 billion in AI-related leasing obligations and the potential impact on Oracle’s credit outlook.

4 August 2026

Artificial Intelligence·Cloud Computing·NYSE:ORCL·Stock Market·Technology

Broadcom Inc. (NASDAQ:AVGO) Shares Rise 7% as $128 Billion AI Deals Spotlight Funding Concerns

Shares of Broadcom climbed 7.1% to $420.12 during afternoon trade. Based on May’s share count, this suggests an equity-value increase of $132.7 billion. The figure remains an early estimate.

4 August 2026

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

Netflix (NASDAQ:NFLX) stock lags rally as short-video hub tests $3 billion ad target

Netflix shares slipped Tuesday while a broad U.S. rally lifted most large-cap peers. The gap puts its newest engagement experiment under a sharper valuation test.

4 August 2026

NASDAQ:NFLX·Stock Market·Technology

VTI’s Nearly 2% Gain Supported by Chip and AI Stocks Beyond AMD

Vanguard Morningstar Total Stock Market ETF gained 2.0%, trading at $381.15 during the afternoon. Advanced Micro Devices advanced 9.0% to $528.32. U.S. markets stayed open with roughly an hour remaining in the standard session.

4 August 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:MSFT·NASDAQ:MU·NASDAQ:NVDA·NYSE:PLTR·Semiconductors·Stock Market·Technology

SK hynix (KRX:000660) ADR Soars, U.S. Premium Hits 37%

Shares of SK hynix Inc. traded in the U.S. rose 6.4% on Tuesday after six brokerages initiated buy-equivalent coverage of the AI-memory company. The firm's main Seoul-listed stock ended the session up 0.6%.

4 August 2026

NASDAQ:SKHY·Semiconductors·Stock Market·Technology

Spotify Shares Recover as Premium Subscribers Lead Growth Over Ad Revenue

Shares of Spotify Technology S.A. regained most losses from an initial post-earnings drop on Tuesday. By 11:58 a.m. EDT, the stock traded at $487.82, an increase of 0.3%. Earlier, the price had fallen to $452.14, a decline of roughly 7% from the previous close. U.S. regular trading hours were in session.

4 August 2026

NYSE:SPOT·Stock Market·Technology

Cipher Digital (NASDAQ:CIFR) Shares Fall 10% as Q2 Crypto Mining Decline Challenges HPC Strategy

Cipher Digital stock dropped 10.2% in early U.S. trading. The shares rebounded 7.4% from their session low but continued to underperform their rivals.

4 August 2026

Cryptocurrency·NASDAQ:CIFR·Stock Market·Technology

Coherent (NYSE:COHR) surges after U.S. eyes China optics ban, market value increases by $7 billion

Shares of Coherent Corp. rose 12.4% on Tuesday morning as investors speculated that a suggested U.S. ban might steer AI-optics demand to American manufacturers. The stock was trading at $323.86 at 10:53 EDT, off its session peak of $346.

4 August 2026

NYSE:COHR·Semiconductors·Stock Market·Technology

Super Micro (NASDAQ:SMCI) Shares Gain After Early Margin Calculations Signal 73% Gross-Profit Rise

Shares of Super Micro Computer, Inc. gained 4.2% to reach $29.83 as of 10:51 a.m. EDT. The stock hit $29.89, raising its market capitalization to $20.7 billion.

4 August 2026

Earnings·NASDAQ:SMCI·Stock Market·Technology

Ondas shares climb further following Barnea appointment, surpassing 2026 sales goal in value gain

Shares of Ondas Inc. increased 2.3% to $8.56 in premarket trading on Tuesday, with the quote recorded at 09:02 EDT while U.S. cash markets remained closed. The gain came after the company named former Mossad Director David Barnea to a role on Monday.

4 August 2026

Breaking·NASDAQ:ONDS·Stock Market·Technology

Microsoft (NASDAQ:MSFT) Shares Dip Premarket Following 25% Surge, AI Premium Remains

Microsoft shares pointed down 2.2% to $476.98 in premarket dealings. The stock previously finished Monday at $487.65, up 4.93%. Regular U.S. markets were set to open at 09:30 EDT.

4 August 2026

Artificial Intelligence·NASDAQ:MSFT·Stock Market·Technology

Bending Spoons (NASDAQ:BSP) Reaches $965 Million Cash Agreement for Airtable, Reducing Price to 2.7x ARR

Bending Spoons has reached a definitive agreement to purchase Airtable in an all-cash deal. The transaction assigns Airtable an equity value of $2.25 billion and an enterprise value of $1.285 billion.

4 August 2026

NASDAQ:BSP·Stock Market·Technology

Technology 4 August 2026 - 5 August 2026

Palantir Shares Gain Nearly $89 Billion After AI Demand Drives Up Outlook

Toast Shares Dip Post-Market Despite Beating Revenue Estimates as Hardware Inventory Weighs on Cash Flow

Pinterest (NYSE:PINS) falls as stock repurchases drive EPS rise while sales forecast softens

Nvidia (NASDAQ:NVDA) Valuation Gap Conceals Challenge to $2.5 Trillion Milestone

Zeta Global (NYSE:ZETA) Tops Q2 Estimates, Fourth-Quarter Revenue Guidance Indicates Approximate $508 Million

Astera Labs (NASDAQ:ALAB) climbs in after-hours as Q3 revenue forecast beats consensus by 32%

Arista Networks Shares Climb as AI Drives 53% Incremental Margin

IREN (NASDAQ:IREN) Finalizes Acquisition of Mirantis, Market Value Estimated at $555 Million

Oracle Stock Continues Recovery as $260 Billion AI Leasing Commitments Challenge Credit

Broadcom Inc. (NASDAQ:AVGO) Shares Rise 7% as $128 Billion AI Deals Spotlight Funding Concerns

Netflix (NASDAQ:NFLX) stock lags rally as short-video hub tests $3 billion ad target

VTI’s Nearly 2% Gain Supported by Chip and AI Stocks Beyond AMD

SK hynix (KRX:000660) ADR Soars, U.S. Premium Hits 37%

Spotify Shares Recover as Premium Subscribers Lead Growth Over Ad Revenue

Cipher Digital (NASDAQ:CIFR) Shares Fall 10% as Q2 Crypto Mining Decline Challenges HPC Strategy

Coherent (NYSE:COHR) surges after U.S. eyes China optics ban, market value increases by $7 billion

Super Micro (NASDAQ:SMCI) Shares Gain After Early Margin Calculations Signal 73% Gross-Profit Rise

Ondas shares climb further following Barnea appointment, surpassing 2026 sales goal in value gain

Microsoft (NASDAQ:MSFT) Shares Dip Premarket Following 25% Surge, AI Premium Remains

Bending Spoons (NASDAQ:BSP) Reaches $965 Million Cash Agreement for Airtable, Reducing Price to 2.7x ARR

TechStock² Updates

Palantir Shares Gain Nearly $89 Billion After AI Demand Drives Up Outlook

Upstart shares climb as Q2 capital-light expansion balances subdued outlook for rest of year

Lucid Group (NASDAQ:LCID) Dips After $1.4 Billion Injection Aligns with Single Quarter Burn

Mexican Peso Gains Ground Ahead of Banxico Rate Decision

Toast Shares Dip Post-Market Despite Beating Revenue Estimates as Hardware Inventory Weighs on Cash Flow

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