Today: 25 June 2026
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Technology 8 May 2026 - 10 May 2026

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Hut 8 shares closed at $98.46 Friday, down $2.81, after announcing a $9.8 billion, 15-year Texas data center lease with a major tech firm. Rosenblatt and other brokerages raised targets on the stock, citing the shift from crypto mining to AI infrastructure. First-quarter revenue rose to $71 million, but net loss widened to $253.1 million due to digital-asset losses. Initial delivery at Beacon Point is expected in Q3 2027.
10 May 2026
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Samsung Electronics Strike Showdown: AI Chip Boom Faces Crucial 48-Hour Test

Samsung Electronics Strike Showdown: AI Chip Boom Faces Crucial 48-Hour Test

Samsung Electronics faces two days of government-backed wage mediation starting Monday, with its union threatening an 18-day strike from May 21 if no deal is reached. The union wants bonuses tied to 15% of operating profit, while shareholders warn against a strike-influenced settlement. Samsung just posted record Q1 revenue of 133.9 trillion won and 57.2 trillion won in operating profit.
10 May 2026
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Nokia Stock Bounces Back, But Its AI Rally Now Faces a Harder Test

Nokia Stock Bounces Back, But Its AI Rally Now Faces a Harder Test

Nokia’s U.S. shares rose 3.81% Friday, rebounding after a 6.37% drop Thursday, with Helsinki shares up 3.79%. The gains followed a first-quarter earnings beat driven by a 49% jump in AI and cloud customer sales. Nokia’s ADRs closed at $12.82, below the May 5 high of $13.98. The company kept its full-year profit target and raised 2026 growth expectations for its Network Infrastructure unit.
10 May 2026
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ServiceNow Stock Faces Wall Street Test as AI Push Fights ‘SaaSpocalypse’ Fears

ServiceNow Stock Faces Wall Street Test as AI Push Fights ‘SaaSpocalypse’ Fears

ServiceNow shares closed down 2.6% at $91.18 Friday, despite unveiling new AI governance tools at its Knowledge 2026 event in Las Vegas. CEO Bill McDermott dismissed concerns that AI could threaten the company’s subscription model. ServiceNow also announced expanded partnerships with Accenture and Nvidia, and introduced several new data and workflow products. The S&P 500 rose 0.84% on the day.
10 May 2026
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Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Alphabet’s EU antitrust talks remain unresolved after regulators gave Google more time to respond to concerns. Alphabet shares closed at $400.80, up 0.7%, with a market value of $4.86 trillion, trailing Nvidia’s $5.27 trillion. The company reported first-quarter revenue of $109.9 billion, up 22%, and Google Cloud revenue up 63% to $20 billion. Google’s cloud backlog nearly doubled to over $460 billion, driven by enterprise AI demand.
10 May 2026
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Apple Stock Week Ahead: AAPL Rally Faces CPI, AI and Intel Chip Deal Test

Apple Stock Week Ahead: AAPL Rally Faces CPI, AI and Intel Chip Deal Test

Apple shares traded at $293.32 Monday, near record highs, valuing the company at $4.32 trillion. Investors are watching for U.S. inflation data this week and weighing reports of a preliminary Intel chip deal. Apple recently posted March-quarter revenue of $111.2 billion and raised its dividend. CEO Tim Cook cited strong iPhone 17 demand but noted supply limits and rising memory costs.
10 May 2026
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Amazon Stock Week Ahead: AMZN Faces Fresh Test After AWS Outage, AI Rally

Amazon Stock Week Ahead: AMZN Faces Fresh Test After AWS Outage, AI Rally

Amazon shares closed Friday at $272.68, up 0.56%, as investors weighed AWS growth against rising AI spending and a North Virginia AWS outage. April inflation, producer prices, and retail sales data are due this week, with the S&P 500 and Nasdaq at record highs. Amazon reported Q1 net sales up 17% to $181.5 billion and AWS sales up 28% to $37.6 billion. First-quarter capital expenditures jumped 76% to $44.2 billion.
10 May 2026
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Texas Instruments Stock Is Back Near a Record. The TXN Rally Now Has a New Test

Texas Instruments Stock Is Back Near a Record. The TXN Rally Now Has a New Test

Texas Instruments shares closed at $287.80 Friday, up 0.9% and near a 52-week high, after Zacks Research raised its Q2 earnings estimate to $1.79 a share. First-quarter revenue rose 19% to $4.83 billion, led by industrial and data center demand. The company declared a $1.42 dividend and returned $6 billion to shareholders over the past year. Data-center business grew about 90% from a year earlier.
9 May 2026
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Nokia Stock Snaps Back After Selloff, But Its AI Bet Faces a Hard Test

Nokia Stock Snaps Back After Selloff, But Its AI Bet Faces a Hard Test

Nokia’s U.S.-listed ADR closed up 3.81% at $12.82 on Friday, with 95.9 million shares traded, rebounding after a mid-week drop. First-quarter comparable operating profit rose 54% to 281 million euros, beating analyst estimates. Sales to AI and cloud customers jumped 49%. Bank of America upgraded Nokia to Buy last month, citing its expanded U.S. cloud exposure.
9 May 2026
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The Hidden Billions Behind Corning’s Nvidia AI Deal Put GLW Back in Focus

The Hidden Billions Behind Corning’s Nvidia AI Deal Put GLW Back in Focus

Nvidia has paid Corning several billion dollars upfront to fund new U.S. factories, a larger sum than previously disclosed, executives told CNBC. The deal will expand Corning’s optical fiber production, add three plants in North Carolina and Texas, and create over 3,000 jobs. Nvidia also bought $500 million in Corning warrants. Corning raised its long-term sales targets at a May 6 investor event.
9 May 2026
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Zoom Communications Stock Is Back Near Highs. Earnings Will Test the AI Push

Zoom Communications Stock Is Back Near Highs. Earnings Will Test the AI Push

Zoom Communications shares closed at $109.21 Friday, up from $108.36, ahead of its May 21 earnings report. The company faces investor scrutiny after COO Aparna Bawa’s resignation and as it promotes new AI features. Fiscal 2026 revenue rose 4.4% to $4.87 billion. Analysts’ average price target remains below the current share price.
9 May 2026
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Aehr Test Systems Stock Jumps as AI Orders Put $41 Million Win in Focus

Aehr Test Systems Stock Jumps as AI Orders Put $41 Million Win in Focus

Aehr Test Systems shares rose 6.5% to $97.23 after a record $41 million AI chip order from its lead hyperscale customer. Fiscal Q3 revenue dropped 44% to $10.3 million, with a net loss of $3.2 million. Bookings for the quarter reached $37.2 million, and the company expects full-year fiscal 2026 revenue at the high end of its $45 million–$50 million range.
9 May 2026
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Sandisk Stock Surges Again as AI Storage Demand Puts SNDK in Wall Street’s Fast Lane

Sandisk Stock Surges Again as AI Storage Demand Puts SNDK in Wall Street’s Fast Lane

Sandisk shares jumped 16.5% to $1,562.34 Friday, lifting its market value to $245 billion as AI-driven demand for flash storage surged. The company reported fiscal Q3 revenue of $5.95 billion, up 97% from the prior quarter, and forecast Q4 revenue as high as $8.25 billion. Datacenter revenue rose 233% sequentially. Investors are watching Sandisk’s $41.6 billion in long-term supply agreements for signs of stability.
9 May 2026
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Trump Media & Technology Group’s $406 Million Loss Puts DJT Stock Back Under the Microscope

Trump Media & Technology Group’s $406 Million Loss Puts DJT Stock Back Under the Microscope

Trump Media & Technology Group posted a $405.9 million first-quarter net loss on $871,200 in sales, driven by $244 million in unrealized crypto losses and $108.2 million in investment losses. The company ended March with $2.2 billion in assets, including 9,542 bitcoin and 756 million Cronos tokens. Cash from operations totaled $17.9 million. DJT shares closed at $8.93 Friday, valuing the firm at $2.48 billion.
9 May 2026
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Seagate Stock Rides AI Storage Boom as STX Rally Faces a Valuation Test

Seagate Stock Rides AI Storage Boom as STX Rally Faces a Valuation Test

Seagate shares closed at $782.64 Friday, near record highs, as investors bet on rising demand for hard drives in AI-driven data storage. The company last reported fiscal Q3 revenue of $3.11 billion and forecast Q4 revenue of $3.45 billion. Morgan Stanley raised its price target to $767, citing strong pricing and earnings. Seagate’s market value stood at $179.2 billion with a P/E ratio near 74.
9 May 2026
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Amphenol Stock Just Slid 6%. AI Demand and a €1.1 Billion Debt Deal Are the Test

Amphenol Stock Just Slid 6%. AI Demand and a €1.1 Billion Debt Deal Are the Test

Amphenol shares dropped 6.3% to $128.03 Friday, underperforming peers as trading volume doubled its 50-day average. The company reported first-quarter sales of $7.6 billion, up 58% year-over-year, and completed its acquisition of CommScope’s Connectivity and Cable Solutions unit. Amphenol’s board approved a 25-cent quarterly dividend and expects €1.09 billion in net proceeds from a euro bond sale to repay U.S. commercial paper and a term loan.
9 May 2026
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Why Western Digital Stock Jumped Again as AI Storage Demand Meets a Sandisk Cleanup

Why Western Digital Stock Jumped Again as AI Storage Demand Meets a Sandisk Cleanup

Western Digital shares climbed 3.5% to $480 late Friday after the company agreed to exchange 653,203 Sandisk shares for 1,865,801 of its own stock, continuing its exit from the flash business. WD reported fiscal Q3 revenue of $3.34 billion, up 45% year over year, and forecast Q4 revenue midpoint at $3.65 billion. Sandisk stock jumped 16.5% to $1,562.34. WD cautioned on demand volatility and supply-chain risks.
9 May 2026
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Amphenol Stock Slides 6% as Dividend, Debt Sale and AI Growth Story Collide

Amphenol Stock Slides 6% as Dividend, Debt Sale and AI Growth Story Collide

Amphenol shares fell 6% to $128.03 Friday on heavy volume, underperforming sector peers. The drop followed record Q1 sales of $7.6 billion and a new €1.1 billion senior notes offering. The company declared a 25-cent quarterly dividend and forecast Q2 sales of $8.1–$8.2 billion. Amphenol faces $290 million in China tax-related obligations this quarter.
9 May 2026
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Stock Market Today: S&P 500, Nasdaq Hit Records as Jobs Report and AI Chip Rally Power Sixth Weekly Win

Stock Market Today: S&P 500, Nasdaq Hit Records as Jobs Report and AI Chip Rally Power Sixth Weekly Win

The S&P 500 closed at 7,398.93 and the Nasdaq at 26,247.08, both record highs, after a U.S. jobs report showed nonfarm payrolls rose by 115,000 in April and unemployment held at 4.3%. AI-linked chip stocks surged, with Intel gaining on reports of a chip deal with Apple. The S&P 500 rose 2.3% for the week, Nasdaq 4.5%. Cloudflare shares fell after a weak forecast.
9 May 2026
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Stock Market Today

  • Qualcomm Stock Jumps 13% on $40 Billion Revenue Forecast and AI Chip Launch
    June 25, 2026, 8:31 AM EDT. Qualcomm (QCOM) shares surged 13% after the chipmaker announced a revised $40 billion non-handset revenue target for fiscal 2029, up from $22 billion. The firm unveiled the Dragonfly C1000, a data center CPU tailored for agentic AI workloads, with Meta committed to production starting in 2028. Qualcomm also raised its adjusted earnings per share forecast to over $18, surpassing analyst estimates of $15.26. The company expanded its automotive revenue target to $10 billion and secured multiple custom chip deals with major cloud providers, leveraging its power-efficient chip expertise. This boost in diversification beyond smartphones has fueled investor optimism about Qualcomm's future growth and position in the evolving AI and data center markets.

Latest News

Microsoft (NASDAQ:MSFT) stock drops as AI payback takes time

Microsoft (NASDAQ:MSFT) stock drops as AI payback takes time

25 June 2026
Microsoft shares plunged 24% year-to-date, hitting their worst first half since 2000, as investors weigh a $386.6 billion capex and datacenter lease burden—10.4 times its $37 billion AI revenue run rate—against surging third-quarter sales and EU regulatory threats, even as the stock trades at its lowest forward earnings multiple since 2016.
Autozi premarket gains skid past dilution signs from $35 million raise

Autozi premarket gains skid past dilution signs from $35 million raise

25 June 2026
Autozi (NASDAQ:AZI) soared 75.4% premarket after announcing plans to raise up to $35.25 million—nearly 81% of its current liabilities—through a $30 million share sale at $0.60 (47% below Wednesday’s close) and $5.25 million in convertible notes, massively diluting existing shareholders as the company faces steep losses, low cash, and a Nasdaq compliance deadline.
Corning keeps dividend flat as AI fiber demand drives GLW valuation

Corning keeps dividend flat as AI fiber demand drives GLW valuation

25 June 2026
Corning surged 6.1% to $205.83 after announcing another $0.28 quarterly dividend, but with a yield of just 0.54% and a P/E near 99, the stock’s recent gains reflect investor bets on growth from AI-driven optical and solar sales, not income, as Wall Street targets cluster around current levels ahead of the Q2 report.
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