Today: 14 July 2026
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Artificial Intelligence 9 July 2026 - 13 July 2026

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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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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Micron Technology (MU) Outlook 2026: Record Q1 Earnings, AI Memory Shortage, and the Latest Analyst Forecasts (Dec. 25, 2025)

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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