Today: 10 July 2026
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Artificial Intelligence 8 July 2026 - 10 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.
9 July 2026
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AI Stocks Face Their Biggest Test Yet as Micron’s $250 Billion Bet Raises the Bar

AI Stocks Face Their Biggest Test Yet as Micron’s $250 Billion Bet Raises the Bar

Micron Technology’s plan to invest more than $250 billion in the United States through 2035 gave Wall Street a fresh marker for the artificial intelligence trade on Thursday: the spending boom is real, and it now has to show returns. Micron said the plan was driven by demand for memory chips in the AI era, while its shares rose about 8% in early trading.
9 July 2026
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TeraWulf Stock Jumps Again After Anthropic’s $19 Billion AI Bet — Here’s What Moved It

TeraWulf Stock Jumps Again After Anthropic’s $19 Billion AI Bet — Here’s What Moved It

TeraWulf Inc. shares jumped on Wednesday, leading a mixed U.S. tape, as investors returned to the bitcoin miner-turned-digital infrastructure firm after its long-term lease with Anthropic reset the market’s view of its AI data-center business. The stock closed at $22.83, up 12.8%, and was quoted at $23.22 after hours at 5:01 p.m. in New York.
8 July 2026
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Alibaba Group (NYSE:BABA; HKG:9988) rally faces AI cloud optimism, cash issues

Alibaba Group (NYSE:BABA; HKG:9988) rally faces AI cloud optimism, cash issues

Alibaba Group Holding Limited is working off two sessions right now. Hong Kong is finished for the day, New York is still trading. Hong Kong shares closed at HK$107.50, up 12.21%, with 282.13 million shares traded, nearly triple the usual volume. The ADR was at $108.75 as of 11:46 a.m. ET, higher by $10.61 from the last close. The jump is big, but the ADR is still 44% from its 52-week high of $192.67.
8 July 2026
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Dividend ETFs under pressure with oil, rates and AI trades splitting markets

Dividend ETFs under pressure with oil, rates and AI trades splitting markets

NEW YORK - Retail money keeps landing in dividend ETFs, but the tape isn’t making it easy. SPDR S&P 500 ETF Trust slipped 0.77% by 10:47 a.m. in New York. Schwab U.S. Dividend Equity ETF dropped 0.25%, Vanguard High Dividend Yield ETF was down 0.40%, and JPMorgan Equity Premium Income ETF fell 0.60%. The real test now is less about yield screens and more about which income ETF can hang onto cash when oil, rates and equities drop at once.
8 July 2026
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Stock Market Today

  • AVAX One back over $1 as NASDAQ compliance restored after reverse split
    July 9, 2026, 7:45 PM EDT. AVAX One Technology is in compliance with NASDAQ listing rules as of July 9, after its share price moved above $1 following a 1-for-12 reverse stock split on June 15. The company got a deficiency notice in March 2026 because its shares dropped under the minimum bid price. Shares outstanding are now roughly 7.69 million. AVAX One owns about 14 million Avalanche (AVAX) tokens, about 3% of total supply, and says it has over 90% staked, earning close to 6% a year. Revenue from staking and Bitcoin mining is more than $11 million a year. COO Pete Wylie was named interim CEO. The company says its stock gives investors unable to hold tokens a way to get exposure to Avalanche.
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