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AI infrastructure stock surges after landing massive $2.8B win
TheStreet16d agobullish
AI infrastructure stock surges after landing massive $2.8B win

Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...

Bank of America doubles down on Microsoft stock ahead of earnings
TheStreet16d agoneutral
Bank of America doubles down on Microsoft stock ahead of earnings

Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...

Jensen Huang's staggering $4 trillion bet shifts Nvidia
TheStreet16d agoneutral
Jensen Huang's staggering $4 trillion bet shifts Nvidia

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...

Bitcoin mining stock surges on $9.8 billion AI deal
TheStreet16d agobullish
Bitcoin mining stock surges on $9.8 billion AI deal

The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...

Will GM or 3M Crush Earnings? Wall Street Favors This One
24/7 Wall St.16d agoneutral
Will GM or 3M Crush Earnings? Wall Street Favors This One

GM and 3M both report Q2 2026 earnings Tuesday morning, and both stocks carry four straight quarters of EPS beats. But analyst ratings, sentiment scores, and prediction markets are telling very different stories about which name deserves your attention right now.

Bristol Myers buys Nvidia's latest AI computing system for drug research
Reuters16d agobullish
Bristol Myers buys Nvidia's latest AI computing system for drug research

Bristol Myers Squibb said on Monday it is buying the latest-generation computing system from chip company Nvidia ‌to support its use of artificial intelligence across its drug discovery and development ‌operations. The drugmaker said it will be the first life sciences company to buy an Nvidia DGX SuperPOD ​based on its Vera Rubin systems. The chipmaker unveiled its Vera Rubin architecture earlier this year as the successor to its current generation of AI computing systems.