Today: 11 July 2026
HPE Stock’s 10% Jump Has a Hidden AI Backlog Math Problem

HPE Stock’s 10% Jump Has a Hidden AI Backlog Math Problem

Hewlett Packard Enterprise Company jumped 9.94% to $49.11 on Thursday, but the sharper investor read was not the price alone. Using the listed 1.32 billion shares outstanding, the $4.44 gain implied roughly $5.9 billion of added equity value, close to the company’s more than $6.3 billion AI backlog — orders booked but not yet turned into revenue. Volume was almost exactly in line with its 65-day average, and the stock still sat well below its $64.25 52-week high.

Nokia drops as investors shrug at FiberCop news, look to AI-optics prices

Nokia (HEL:NOKIA) adds €5.6B in market cap as shares surge in Helsinki

Nokia Oyj jumped 9.64% to finish at 11.20 euros in Helsinki on Thursday. The move added about 5.6 billion euros in market cap in one session as investors bought in on new signs of the company’s AI-networking strategy. According to Google Finance, Nokia’s market value stood at 64.16 billion euros at 18:29 local time, with shares moving between 10.50 and 11.24 euros for the day.

Latest

Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

Apple (NASDAQ:AAPL) Stock Sits 0.8% Below Wall Street’s Average Target — Then Came the OpenAI Lawsuit

Apple sued OpenAI and two former employees on Friday, alleging a coordinated effort to take trade secrets and speed the ChatGPT maker’s push into consumer hardware. The report crossed after the regular U.S. close, shifting the AI contest from software integration to control of the next consumer device. “Apple sees OpenAI moving from partner to potential rival,” PP Foresight analyst Paolo Pescatore said; OpenAI did not immediately respond.
Amazon Stock Slips as Over Half of AI-Linked Debt Hits Riskier Part of Bond Market

Amazon Stock Slips as Over Half of AI-Linked Debt Hits Riskier Part of Bond Market

Amazon.com, Inc. slipped 0.69% to finish at $245.34 Friday after a filing on July 9 locked in terms for its new bond issue. Amazon’s $25 billion bond has $13.5 billion of debt due in 2036 or later, which is 54% of the total, as buyers continue to shed longer AI-linked credit. The seven fixed-rate slices carry annual coupon payments totaling $1.306 billion — about 6% above Amazon’s trailing free cash flow of $1.232 billion, which is operating cash after capex.
IREN Up Early as 800MW AI Campus in Australia Heats Up Power Race

71% Clause Sits Inside IREN’s $757M CEO Award

IREN Limited ended Friday down 0.3% at $41.61 after the board backed a big founder pay deal. The notable figure here is 71.4%. That’s the percentage those 18,198,656 restricted stock units, or RSUs—grants tied to certain milestones—make up out of the 25.5 million ordinary shares available in IREN’s 2025 incentive plan.
Go toTop