Today: 17 July 2026
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Artificial Intelligence 14 July 2026 - 16 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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