Marvell (NASDAQ:MRVL) shares rise 21% as hyperscalers boost AI investments
Marvell stock rose 7.7% in premarket trade to $197.40, before the start of regular U.S. trading hours.
IREN (NASDAQ:IREN) Shares Add to 30% Bounce, Await Key AI Revenue Test
Shares of IREN Limited gained 6.1% to $40.59 in premarket trading on Friday, after surging 30.5% to $38.26 on Thursday. U.S. markets had not yet opened at 06:05 EDT.
Nokia (HEL:NOKIA) Stocks Climb Further Following €2.8 Billion AI Deals, Clear S&P Cash-Flow Criteria
Nokia Oyj gained 3.8%, trading at €8.23 as of 12:01 EEST on Friday. The OMX Helsinki 25 index advanced 0.9%. Shares in Helsinki traded as planned, with markets set to close at 18:30 EEST.
Amazon shares seen rising 12% as higher AWS profit share allays $220 billion AI investment concerns
Amazon shares were pointed up 12.1% at $264.00 ahead of Friday’s opening bell, after AWS reported its strongest growth in 18 quarters. The advance came after a 3.9% increase on Thursday.
Nvidia (NASDAQ:NVDA) Shares Recover as AI Spending Boosts Cash Return
Nvidia Corporation gained 2.7% on Thursday, while its clients drew more attention. Investors on Wall Street favored AI investments linked to rapid cloud expansion, and penalized firms with less robust cash conversion. U.S. cash markets closed ahead of Friday’s session, as premarket activity took place.
Kioxia Holdings (TYO:285A) Launches ¥800 Billion Share Buyback Amid Rising AI Profits
Kioxia Holdings unveiled an ¥800 billion share repurchase following the market close in Tokyo on Friday. The company projected operating profit for July-September at ¥1.89 trillion, coming in below the ¥1.95 trillion consensus forecast from eight analysts polled by LSEG.
Microsoft’s $450 Billion Surge Exposes Meta’s AI Cash-Flow Challenge
Microsoft increased its market capitalization by almost $450 billion on Thursday, marking a new record. Meta Platforms saw an estimated drop of approximately $120 billion, according to an initial assessment.
MARA Holdings (NASDAQ:MARA) surges 17% as AI infrastructure becomes more prominent than Bitcoin shift
MARA Holdings, Inc. jumped 17.4% on Thursday as investors reevaluated the company’s power assets for potential use in artificial-intelligence data centers. Bitcoin increased 1.5%. Regular U.S. markets have closed, but after-hours trading is still ongoing.
AXT (NASDAQ:AXTI) Stock Jumps as AI-Wafer Demand Drives 65% Incremental Margin
AXT shares surged after the compound-semiconductor supplier delivered a broad second-quarter beat. The two-stage rally left them 57.3% above Wednesday’s close.
Tempus AI Falls in After-Hours Despite Topping Q2 Estimates; Second-Half Outlook in Focus
Tempus AI dropped 2.6% to $43.15 in after-hours trading on Thursday, following a slight beat for its second quarter and raised full-year revenue outlook. Shares finished regular trade up 6.6% at $44.29 prior to the report.
S&P 500 climbs 1.45% as narrow AI-driven surge highlights weak market breadth
U.S. equities ended with strong gains on Thursday, boosted by a 17% jump in Microsoft shares. The S&P 500 advanced 1.45%, and the Nasdaq climbed 2.53%.
BigBear.ai (NYSE:BBAI) rises 8% ahead of earnings as outlook signals need for improved second-half revenue
NEW YORK, July 30, 2026, 15:57 EDT — Shares of BigBear.ai climbed 8% in early trade before its earnings report, with revenue projections indicating the second half must show greater strength to meet the company’s full-year guidance.
FuelCell Energy (NASDAQ:FCEL) rises 29% after Bloom Energy (NYSE:BE) earnings boost AI-power rally
Shares of FuelCell Energy, Inc. jumped 28.7% in Thursday afternoon trading. The stock climbed to $23.36 before pulling back. Trading volume was close to 10 million shares as of 3 p.m.
Plug Power shares climb 8% after Bloom profits on AI push
Shares of Plug Power Inc. climbed 7.9% to $2.05 during Thursday afternoon trading, with U.S. markets still open. This uptick came after the stock posted six consecutive declines.
Caterpillar (NYSE:CAT) Gains Following Baird’s AI Data-Center Growth Concerns
Caterpillar stock climbed 3.1% to $807.25 late Thursday morning. The increase came after a 6.9% decline to $782.72 on Wednesday, triggered by a downgrade from Baird. U.S. markets remained open.
US Stock Market Live: Nasdaq Surges, AI Strength Outpaces Broader Weakness
U.S. equities rose at midday Thursday as trading in cash markets continued. Gains were largely fueled by Microsoft and semiconductor stocks, with the Nasdaq Composite outperforming other major indices.
IREN (NASDAQ:IREN) surges 26% as 5GW AI strategy intensifies valuation debate
Shares of IREN Ltd jumped 26.3% on Thursday morning, bouncing back after a 13.6% drop the previous day. AI infrastructure stocks rallied with gains seen across the wider technology sector.
CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) regain ground amid diverging AI cloud sector cash positions
CoreWeave advanced to $73.45, as Nebius rose to $190.79 during Thursday morning trading. The gains came after a steep, credit-driven selloff on Wednesday.
Lam Research (NASDAQ:LRCX) stock jumps as AI outlook points to 45% incremental margin
Lam Research surged on Thursday after forecasting a sharp September-quarter expansion. The shares traded at $305.18 around 10 a.m. EDT, up 20.9%. U.S. regular trading was underway.
Arm Holdings (NASDAQ:ARM) Shares Surge with Rapid Growth in AI Core Shipments
Shares of Arm Holdings plc climbed 7.1% to $240.96 as of 9:52 EDT on Thursday. The stock started the session at $259.79 before giving up part of its advance. It had fallen close to 7% in after-hours trading on Wednesday following its release.
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