MARA Holdings shares climb 9% following rival AI agreements, highlighting contract disparity
MARA Holdings, Inc. finished Monday’s session at approximately $11.66, marking a gain of nearly 9%. U.S. trading had just wrapped up.
Archer Aviation (NYSE:ACHR) shares surge 19% following Thunder defense aircraft unveiling (Archer Aviation)
Shares in Archer Aviation rose 18.8% to $5.28 as of 12:51 p.m. EDT on Monday, with regular trading hours still underway on the NYSE.
Tempus AI (NASDAQ:TEM) Shares Drop Close to $46 Merger Price
Tempus shares fell on Monday. The Personalis offer now links closing risk to the value of Tempus’s stock. Tempus traded just 5.2% higher than the $46 reference mentioned in the filing.
Nasdaq Rises in U.S. Trade, Led by Chip Stocks Despite Broader Weakness
U.S. stocks showed mixed performance at midday on Monday as chip stocks recovered. The Nasdaq outperformed, whereas the Dow and small-cap indices declined. Regular cash markets stayed open.
CoreWeave (NASDAQ:CRWV) Shares Recover, Yet $34 Billion Capex Projection Increases Margin Challenges
CoreWeave stock rose 5.5% in early trading on Monday as BofA maintained its Buy rating. The bank increased its forecast for 2026 capital expenditures to $34 billion from $29 billion.
SOXX Rebounds; Five Semiconductor Stocks Account for Almost Entire Early Gain in VGT
Initial figures indicated that five semiconductor stocks accounted for 49% of the iShares Semiconductor ETF’s early rise on Monday. U.S. markets were trading. SOXX was up 2.1% at around 10:01 a.m. EDT.
US stock futures advance; chip sector bounce leads Dow ahead of earnings
The U.S. cash market stayed shut, with standard trading scheduled to begin at 09:30 EDT. Futures climbed following a steep decline in technology shares last week. The Nasdaq 100 rose at a pace four times greater than the Dow.
Oracle (NYSE:ORCL) Shares Drop 63%, Increasing Dilution from $20 Billion AI Funding Proposal
Oracle's dilution cost has increased following its 63% share price drop. Offloading $20 billion in stock around Friday’s closing price would mean issuing roughly 158 million shares. Preliminary estimates suggest this represents 5.5% of Oracle’s outstanding shares.
Alphabet (NASDAQ:GOOGL) results put Cloud’s growth revenue side by side with Search
Initial calculations indicate Google Cloud contributed approximately 43% to Alphabet’s revenue growth in the second quarter, while Search accounted for an estimated 44%.
IREN (NASDAQ:IREN) lifts 2026 AI Cloud projection past $4 billion as delivery efforts intensify
IREN increased its forecast for year-end 2026 AI Cloud ARR to over $4 billion on Monday. The company’s newly signed multi-year agreements total $2.8 billion in value. Shares climbed 8.7% to $36.54 by 8:02 a.m. EDT.
Apple trims Nvidia’s market-value advantage by roughly $470 billion across five sessions
Apple Inc. narrowed Nvidia Corp.’s valuation advantage substantially last week. Early estimates indicate the gap shrank by roughly $470 billion.
Nvidia (NASDAQ:NVDA) stock trades steady despite broader chip sector losses
Nvidia rose 0.5% in premarket trade on Monday. Last week, the stock declined by 3.9%, while the PHLX chip index fell 10%.
Alibaba (HKG:9988) shares gain 3.7% after Qwen3.8 launch, AI premium remains modest
Alibaba Group Holding Limited gained 3.73% on Monday following an early look at its Qwen3.8 artificial-intelligence model, which features 2.4 trillion parameters. The stock finished at HK$116.80 when Hong Kong’s cash market closed.
DroneShield Ltd (ASX:DRO) short interest at highest in a year as outlook reduced
Short positions disclosed in DroneShield Ltd totaled 118.7 million shares. The level on July 13 represented 12.84% of the company’s outstanding shares, marking a 52-week peak.
MARA Holdings (NASDAQ:MARA), formerly Marathon Digital, drops 15% as market shifts to signed AI capacity
U.S. cash equities did not open on Sunday. MARA ended Friday at $10.69, marking a 6.4% decrease on the session. The stock declined 15.2% compared to the previous Friday’s close.
Intel (NASDAQ:INTC) 160% Surge Set for Profitability Challenge in Foundry Segment
Intel’s stock has climbed over 160% so far this year ahead of Thursday’s earnings. Despite higher sales, the company’s outlook continues to indicate slower profit growth. U.S. cash markets did not open on Sunday.
Microsoft (NASDAQ:MSFT) advances ahead of Nasdaq as investors anticipate AI capex easing
Microsoft gained from $385.10 to $393.82 over the past week. The Nasdaq slipped 2.8% and the S&P 500 dropped 1.5%. On Friday, Microsoft declined 1.8%.
After Nvidia (NASDAQ:NVDA): AI Platform Stocks Poised for Upside
Chip buyers, rather than sellers, could deliver the next upside surprise in artificial intelligence. Alphabet is set to provide the most direct test when it announces results on July 22.
Nvidia (NASDAQ:NVDA) drops 3.9%, robust estimates help limit chip selloff
Nvidia declined 3.9% over the past week but outperformed the PHLX Semiconductor Index by 6.1 percentage points. Analysts' earnings forecasts for the company continued to increase.
Nebius Shares Slide 19% Even After Securing $775 Million GPU-Backed Loan
Nebius Group shares dropped 19.1% last week, even after obtaining its first senior secured loan. The $775 million loan is collateralized by deployed GPUs and customer cash flow commitments.
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