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Artificial Intelligence 13 July 2026 - 15 July 2026

IREN Limited (NASDAQ:IREN) security hire sharpens focus on a 23-fold AI revenue test (GlobeNewswire)

IREN Limited (NASDAQ:IREN) security hire sharpens focus on a 23-fold AI revenue test (GlobeNewswire)

IREN appointed Eric Hammersley as chief information security officer on Wednesday, adding senior oversight across its data centers, computing hardware and software as the company seeks to convert $3.1 billion of contracted annualized run-rate revenue, or ARR, a one-year revenue pace, into reported AI-cloud sales. That conversion, rather than the job title itself, is the investor issue.
15 July 2026
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Oracle’s Free AI Builder Targets the Slower Side of Its Cloud Boom

Oracle’s Free AI Builder Targets the Slower Side of Its Cloud Boom

Oracle Corporation is offering a new AI-agent builder to Fusion Applications customers at no extra cost, a move that puts adoption ahead of a separate price tag in the slower-growing side of its cloud business. AI agents are software that can plan and carry out tasks. The launch matters because Oracle’s cloud mix flipped in fiscal 2026, with infrastructure rising above applications for the first time in the latest annual figures.
15 July 2026
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Cisco (NASDAQ:CSCO) drops $4.32 in short week, dividend in focus

Cisco Selloff Puts $9 Billion AI Order Goal Under a Fourth-Quarter Test

Cisco Systems, Inc. slid 4.5% on Wednesday, sharpening an investor question created by its own artificial-intelligence targets: can record orders from hyperscalers, the largest cloud operators, turn into enough sales and profit to support a roughly $445 billion market value? Cisco booked $5.3 billion of AI infrastructure orders from those customers through fiscal third-quarter 2026 and must add about $3.7 billion in the final quarter to reach its $9 billion full-year goal, nearly twice the prior quarter’s $1.9 billion.
15 July 2026
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Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba gains about $17B after Apple AI clearance, revenue still to come

Alibaba Group Holding Limited jumped 6.2% in late-morning New York trade after China approved Apple Intelligence for local use and Alibaba said Qwen would get integrated across Apple’s main operating systems in China. Alibaba’s American depositary receipts climbed $6.95, adding about $16.7 billion in equity value, based on its 2.40 billion shares outstanding. The companies didn’t give any launch date or commercial terms.
15 July 2026
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Apple (NASDAQ:AAPL) cleared for China AI launch as iPhone sales test 24% jump

Apple (NASDAQ:AAPL) cleared for China AI launch as iPhone sales test 24% jump

Apple Inc. got regulatory clearance for its Apple Intelligence product in China on Wednesday, moving the focus for investors to the staying power of Apple’s recent rebound in the country. The rally started before Apple Intelligence launched. IDC’s estimates, rounded, show Apple shipped about 2.4 million more iPhones year-on-year in mainland China in the June quarter.
15 July 2026
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UiPath (NYSE:PATH) lands Very Group AI contract as $129 million H2 ARR looms

UiPath (NYSE:PATH) lands Very Group AI contract as $129 million H2 ARR looms

UiPath Inc. landed a three-year deal to revamp pricing at The Very Group, the UK online retailer, though the company didn’t disclose financials. For investors, the real question is whether the win helps PATH drive the subscription growth it needs in the second half. The automation software firm’s guidance for fiscal 2027 calls for $124 million to $134 million in net new ARR over Q3 and Q4. That’s right around the $129 million it managed in those periods last year.
15 July 2026
Dell Technologies (NYSE:DELL) stock jumps as enterprise budgets pivot to AI hardware

Dell Technologies (NYSE:DELL) stock jumps as enterprise budgets pivot to AI hardware

Dell Technologies Inc. climbed 5.8% on Tuesday, adding about $16.2 billion in market value, after preliminary results from International Business Machines Corp. showed large customers shifting late-June spending toward servers, storage and memory. The move gives Dell investors a fresh demand signal from outside the company.
14 July 2026
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TeraWulf slides 8% after Anthropic lease faces $3.5B funding check

TeraWulf slides 8% after Anthropic lease faces $3.5B funding check

TeraWulf Inc. dropped 8.1% to $19.20 by Tuesday afternoon, sinking as low as $18.63, even while tech stocks benefited from softer inflation numbers. Volume was heavy, with more than 36.7 million shares changing hands by 1:16 p.m., already topping its usual daily pace. The disconnect raises questions for investors over how much AI revenue will flow to equity once construction debt is paid off. That’s the issue in focus.
14 July 2026
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Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

Nokia Faces 72% H2 Profit Hurdle as Ericsson Flags AI Costs

Nokia Oyj’s shares slipped 2.5% to €10.30 in Helsinki at 16:44 EEST after investors reacted to a cost warning from Ericsson. The AI-driven rally is under the microscope, as nearly 75% of the company’s consensus comparable operating profit for the year is still to be generated in the back half. Focus has shifted—demand isn’t the main concern now.
14 July 2026
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IBM (NYSE:IBM) Q2 miss exposes the cost of the AI hardware rush

IBM (NYSE:IBM) Q2 miss exposes the cost of the AI hardware rush

International Business Machines shares slid about 17% before Tuesday’s opening bell after preliminary second-quarter sales and adjusted earnings missed forecasts. The more consequential signal for investors is that customers’ rush to secure servers, storage and memory diverted spending from IBM’s mainframe-linked software, while expense control rather than gross-profit growth kept adjusted earnings rising.
14 July 2026
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National Grid Stock Reclaims 84% of Its AI-Deal Drop as £70 Billion Funding Test Comes Into Focus

National Grid Stock Reclaims 84% of Its AI-Deal Drop as £70 Billion Funding Test Comes Into Focus

National Grid plc shares traded around 1,242 pence on Tuesday ahead of its 11:00 BST annual meeting, where shareholders are due to adopt updated articles carrying a £70 billion group borrowing limit, up from £55 billion. The higher ceiling was approved at the 2025 AGM, so Tuesday’s resolution implements an earlier vote rather than unveiling fresh financing.
14 July 2026
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Oil up 13% as AI stocks, Fed and CPI all in play

Oil up 13% as AI stocks, Fed and CPI all in play

Brent crude jumped about 13% in two days, raising worries that higher oil prices could pinch AI-linked stocks just as rate hike odds are rising. S&P 500 futures added 0.1% before the start of Tuesday’s U.S. session. Traders now see a 43.3% chance of a 0.25-point Fed rate hike at the July 28-29 meeting, up from 34.2% Friday. “The prospect of tighter monetary policy into a potential energy shock is rarely supportive for risk assets,” said Chris Weston, head of research at Pepperstone.
14 July 2026
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Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir’s $400 Billion Target Is Closer Than It Looks — August 3 Earnings Carry the Harder Test

Palantir Technologies said after Monday’s U.S. market close that it will report second-quarter results on Aug. 3, also after the close, putting a firm date on the next test of its premium artificial-intelligence valuation. The shares finished 2.6% higher at $130.04 while the Nasdaq Composite fell 1.55%, an outperformance of about 4.1 percentage points.
13 July 2026
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