Shares of AI cloud services companies are trading higher as the sector rebounds from recent weakness after Goldman Sachs upgraded CoreWeave, easing concerns about AI infrastructure.

Shares of software companies are trading lower amid a rotation out of technology and AI-related stocks. Rising inflation concerns and elevated oil prices are fueling expectations for further Fed tightening, while elevated borrowing costs could weigh on demand, valuations and debt metrics.

Shares of software companies are trading lower as elevated oil prices and stronger-than-expected inflation data fuel expectations of more Fed tightening at a quicker pace. Costlier borrowing may weaken sentiment for the sector's strong H2 2026 rally.

Stock Market Today: Nasdaq 100 Rises as AI Chip Rout Reverses, SanDisk Jumps 7%

Tech rebounded from last week's rout as chip stocks bounced and steel maker Cleveland-Cliffs soared on earnings, while the 10-year yield climbed to 5.14%.

Why Is Applied Digital Stock Surging on Monday?

Applied Digital (NASDAQ: APLD) stock rises Monday after Friday’s chip sell-off. See the market context, analyst ratings and consensus price forecast.

Silence Therapeutics, Disc Medicine, Veradermics And Other Big Stocks Moving Higher On Monday

U.S. stocks mixed as Dow fell ~100 points; Silence Therapeutics surged 125.7% on Merck KGaA buyout, while biotech and tech shares gained.

Why Cipher Digital Stock Plunged 26% This Week

Cipher Digital (CIFR) stock fell 25.7% this week after announcing an $850 million convertible debt offering and exchanging $165.9 million of existing notes for 40.7 million common shares. While the dilution concerned investors, the company's 20-year Barber Lake lease extension boosting contracted revenue to over $9 billion and its pivot toward high-performance computing infrastructure provide long-term growth potential. Analysts view the sell-off as a potential buying opportunity despite execution risks from construction cost overruns.