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NVIDIA (NASDAQ:NVDA) owns the AI compute market, but every major customer is spending billions to buy less of what it sells. NVIDIA carries a $4.75 trillion market cap and sits between a 52-week low of $158.18 and a high of $236.26. Q1 FY27 revenue came in at $81.61 billion, up 85.2% year over year, with ... Nvidia’s Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices.

Excitement has cooled this year around some of the biggest names in tech.

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

Meta's AI cloud story may be bigger than ads

RGTI is widening quantum access through Cepheus-1 cloud availability, Novera QPU sales and government contracts while broadening its customer base.

Berkshire Hathaway has steadily turned Alphabet into a major position over the last couple of quarters.

Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.

TSLA's Miami robotaxi launch expands its autonomous ride-hailing footprint to three states, but its 2026 unsupervised driving goal remains a long way off.

Meta stock is down 10% as big investors sell and buy Google instead, with a rising AI spending bill raising risk before July 29 earnings.

The commercial space sector hit an inflection point this month. SpaceX began trading on NASDAQ on June 29, 2026, the launch backlog across orbital providers is approaching the half-trillion-dollar mark, and satellite broadband buildouts from Starlink and Amazon Kuiper are pulling in private capital faster than legacy aerospace can absorb it. For investors who want ... The Commercial Space Economy Just Crossed $500 Billion in Backlog and These 3 ETFs Own the Pure Play Names

The "Magnificent Seven" stocks haven't done very well in recent months.

Okta upgraded, Datadog downgraded: Wall Street's top analyst calls

Microsoft is cutting about 2.1% of its workforce, or roughly 4,800 jobs, the latest in a wave of tech layoffs as the Windows maker spends heavily ‌on AI infrastructure and uses the technology to improve efficiency across its business. Big Tech's ‌historic AI outlays, set to top $700 billion this year, are piling pressure on companies to show returns from the technology and ​offset the rising cost of rolling it out across their businesses. Microsoft announced the cuts on Monday following a rough stretch, with its shares falling nearly 23% in the first six months of 2026, their worst first-half performance since 2022.

Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market ‌gains are broadening, with investors likely to turn toward ‌AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares. In a note dated ​Monday, the brokerage said hyperscalers — an industry term for tech companies that are spending big on data centers — could benefit from a rotation away from semiconductor stocks as the AI cycle shifts. Although the ‌likes of Alphabet ⁠and Amazon have committed billions to scale up their AI infrastructure, skyrocketing the share prices of semiconductor ⁠companies, clear evidence that AI products can generate returns that justify the spending is yet to be seen.

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.

Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.

SpaceX had a busy holiday weekend, working on its Starlink space-based broadband business and revealing some of its AI plans. SpaceX stock rose 0.9% to $163.37 in premarket trading, while and futures were up 0.5% and down 0.1%, respectively. The moves came after SpaceX posted a new video to its website detailing plans for a new “Starmind” satellite constellation.

The world’s richest investor is making an unprecedented all-in bet on artificial intelligence. In June alone, Bezos Expeditions, Jeff Bezos’ 21-year-old family office, made five direct investments in AI startups, accounting for 10% of all family office dealmaking that month, per Fintrx. Bezos Expeditions is now the most active family office investor of 2026 with ... Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’

Retail and cloud giant faces its next reinvention

Streaming platforms Netflix, Disney+ and Amazon's Prime Video said Monday they have filed appeals with French authorities to challenge new rules requiring them to allocate 20 percent of audiovisual content investment to animation, documentaries and live performances.Starting in January of this year, the updated version of the decree requires that 20 percent of the required audiovisual sector investment be allocated to animated programming, documentaries and live performances, to bolster the dive

According to a Bloomberg report citing a Morgan Stanley note, the firm picked Microsoft, Amazon, and Meta as its favorites among AI hyperscalers.

These top tech stocks offer above-average earnings growth prospects at a reasonable price.

OpenAI and Anthropic need an IPO soon, Elon Musk's wealth soars again after SpaceX IPO, and more news to start your day.

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 2, 2026, Rosenblatt viewed the prior day’s selloff in CoreWeave, Inc. (NASDAQ:CRWV) shares as a buying opportunity after Bloomberg reported that Meta Platforms (META) is planning a cloud business to sell AI computing power. Rosenblatt said […]

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

Meta getting into the cloud business should help allay investors' fears of overspending on AI infrastructure.

These stocks have led the performance of the S&P 500 in recent years.

Comcast's Sky has agreed to buy the broadcast channels and streaming service of Britain's ITV for £1.6 billion ($2.13 billion), creating a British champion with the scale to compete with global players like Netflix, Amazon ‌and Disney. Sky CEO Dana Strong said the deal, announced on Monday and confirming a recent Reuters story, was a "defining moment", ‌one of the biggest in the history of British broadcasting. The combination of Britain's biggest free-to-air commercial broadcaster and the pay-TV ​company Sky would have been unthinkable just a few years ago, but the rise of YouTube and the streaming giants, has left traditional companies exposed.

As AI drives explosive demand for computing, electricity has emerged as the world’s most critical and scarce strategic resource.

Amazon.com, Inc. (NASDAQ:AMZN) is one of the top AI Stocks to buy according to billionaire Philippe Laffont. On June 29, Park Ha Biological Technology inked a strategic cooperation with Amazon.com Inc. (NASDAQ:AMZN) as part of its global expansion plan targeting the North American Personal care market. The Chinese technology-driven skincare brand has already begun executing […]