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Microsoft’s shares were falling on Monday even as the company announced its latest round of job cuts, as investors likely refused to look past the company’s high AI investments. A price target cut by Wolfe Research on Monday, citing higher memory prices, is likely to have also weighed on the stock, even though it maintained… Continue reading MSFT falls as investors remain focussed on AI spending despite layoffs

Shares of Rivian Automotive Inc. (RIVN) climbed more than 5% on Monday after JPMorgan raised its price target following the electric vehicle maker’s stronger-than-expected second-quarter delivery results. The stock RIVN rose about 6% to $19.75 during trading, outperforming the broader market as investors reacted positively to the company’s improved delivery outlook and growing optimism surrounding… Continue reading Rivian stock jumps as JPMorgan raises target after strong Q2 deliveries

Shares of Palo Alto Networks Inc. (PANW) climbed more than 5% on Monday after analysts at BTIG and Wells Fargo raised their price targets on the cybersecurity company. The analysts raised prices citing improving business momentum and continued demand for AI-driven security solutions. The stock rose as much as 5.7% during morning trading to a… Continue reading Palo Alto Networks stock hits record high as analysts raise price targets

All eyes are on Terawulf (WULF) shares this morning after the digital infrastructure firm revealed a monumental $19 billion contracted revenue deal with Anthropic. But it’s not all about WULF only; neocloud provider IREN Ltd (IREN) is soaring this morning as well, and it also has the same artificial intelligence (AI) research lab to thank.… Continue reading It’s not just Terawulf, IREN shares are soaring because of Anthropic too

Nvidia stock (NVDA) edged higher on Monday but continued to lag the broader semiconductor rally as investors remained cautious about the company’s ability to capture the next wave of artificial intelligence infrastructure spending. The stock rose 0.5% to $195.86 in early trading, well behind the wider chip sector. The iShares Semiconductor ETF gained 4.3%, led… Continue reading Why Nvidia stock is lagging the broader chip rally on Monday

While mainstream retail investors spent the first half of 2026 hyper-focused on Nvidia, chip legacy giants AMD and Intel (INTC) stock quietly engineered a stunning regime change. Leaving NVDA’s relatively muted H1 performance in the dust, both processing underdogs capitalized on massive rotational capital and a critical broadening of the artificial intelligence (AI) infrastructure narrative.… Continue reading Intel, AMD stocks outperformed Nvidia in H1: what’s next?

ZIM Integrated Shipping Services (ZIM) stock is under immense pressure this morning following a massive regulatory roadblock to its highly anticipated buyout. The sell-off even saw ZIM sink below its 20-day and 50-day moving averages on Monday, signaling the bears are beginning to take back control across multiple timeframes. Following today’s weakness, ZIM shares are… Continue reading ZIM stock sinks as Hapag-Lloyd buyout faces major regulatory setback

Strategy MSTR (formerly known as Microstrategy), the largest corporate holder of Bitcoin, disclosed on Monday that it sold 3,588 Bitcoins for approximately $216 million last week. The sale was part of a newly introduced treasury framework designed to support preferred stock obligations and strengthen its cash reserves. The software company sold 1,363 Bitcoins between June… Continue reading Strategy (MSTR) stock falls as company sells $216M worth of Bitcoin

Semiconductor stocks were in the green on Monday, but Morgan Stanley says recent weakness in the category suggests investors are increasingly looking beyond chipmakers and toward a broader set of beneficiaries from the artificial intelligence boom. In a note released on Monday, the brokerage said the recent weakness in US semiconductor shares suggests market leadership… Continue reading MU, AMD, other chip stocks gain, but Morgan Stanley sees pivot away from chipmakers