Today: 15 July 2026
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Artificial Intelligence 10 July 2026 - 14 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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Robinhood’s top AI stocks split up $240 billion market cap

Robinhood’s top AI stocks split up $240 billion market cap

Nvidia, Advanced Micro Devices, Dell Technologies and Cisco Systems lost about $232 billion in combined market value during Monday's regular U.S. session. Meanwhile, Alphabet, Microsoft and Meta Platforms picked up a net $6 billion. That left a valuation gap of roughly $238 billion as of 1:52 p.m. EDT.
13 July 2026
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Meta’s $50 Billion AI Plan Faces $10 Billion-a-Gigawatt Test in Cloud Push

Meta’s $50 Billion AI Plan Faces $10 Billion-a-Gigawatt Test in Cloud Push

Meta Platforms said Monday it will boost its Hyperion data center in Louisiana to five gigawatts of computing power, and push investment in the project past $50 billion. The announcement puts a figure on CEO Mark Zuckerberg’s plan to sell AI computing capacity to others. Meta shares slipped about 1.3% to $661 Monday afternoon. The stock jumped 14.8% last week.
13 July 2026
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SoundHound AI Stock’s $1.08 Billion Short Bet Just Grew — and CPI Week Is Next

SoundHound AI Stock’s $1.08 Billion Short Bet Just Grew — and CPI Week Is Next

SoundHound AI, Inc. enters the new week with 162.9 million shares sold short as of June 30, or 41.3% of its public float, the shares available for trading. Short interest — stock sold by investors betting on a fall and not yet bought back — rose 1.2% from the prior report, MarketBeat data published Friday showed. Its 6.5 “days to cover” means closing those positions would take an estimated 6.5 average-volume sessions.
13 July 2026
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Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

Nokia shares jumped on €5.5B defense-AI news—Ericsson moves in focus

Nokia Oyj heads into Monday with the Helsinki market closed for the weekend, after big swings last week. Shares soared 9.64% on Thursday as the company showed off its first operational results from the NestAI defence partnership. Nokia finished Friday at €10.90. Thursday's rally pushed up market value by about €5.5 billion, using the 5.6 billion shares not owned by the company, or 55 times the €100 million joint investment from Nokia and Tesi tied to the partnership.
12 July 2026
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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.
10 July 2026
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