[PERSON]
Richard N. Nottenburg
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Situations
US tech stocks swing amid AI demand
3 clusters · 5 sources · last updated
Latest: Applied Digital reports quarterly earnings miss and shares fall
Late June 2026 saw Applied Materials jump over 4% on upbeat AI‑related earnings before retreating about 10% the next day, highlighting investor focus on AI‑driven capex. Two weeks later Applied Digital Corp’s announcemen