All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
I let Claude AI trade $100 on Robinhood, week 5: it passed on CleanSpark (CLSK) near its low, then bought it at the highs
Two weeks ago, with CleanSpark (CLSK) around $12.65, Claude AI called it a falling knife and passed, buying MSTR instead, which lost money. Then CleanSpark landed a $6.6 billion AI data center lease. This morning Claude AI finally bought CLSK, at $15.53, about 23% above where it passed.
IREN signed $2.8 billion in AI contracts, and bitcoin miner stocks rallied with it
IREN closed up 19.6% after announcing $2.8 billion in new AI cloud contracts. Hut 8 and CleanSpark had data center lease news of their own, while CIFR, SLNH and KEEL rallied in sympathy. The fuel: Moonshot AI is turning away paying Kimi K3 subscribers because it ran out of GPU capacity.
I let Claude AI trade $100 on Robinhood, week 4: It's 0 for 4, then it passed on IREN's 17% jump, and watched it run higher
Claude AI is 0 for 4 with my $100 and the account is down to $74.59. On Monday it built an order for IREN at $39.45, then found that the same stock had popped on the same news back on July 6 and given back 23%, and walked away. IREN ran higher without it.
Nebius (NBIS) signed a $1 billion deal this week. Its stock is down 14% today anyway, worse than the chipmakers.
Nebius signed a $1 billion, multi-year AI compute deal with Reflection AI, and its stock is still down about 14% today. The pressure has spread well past chips: CoreWeave, crypto miners like IREN and Cipher Mining, power stocks like Talen Energy and Vistra, and now New York's data-center moratorium and a Trump-Hochul clash are all weighing on the same trade.
The Close, July 14: IBM lost a quarter of its value, and SK Hynix's Nasdaq stock jumped 27%
IBM lost about a quarter of its value in a single session after a weak preliminary report, and the damage spread across enterprise software. SK Hynix's brand-new Nasdaq stock went the other way, jumping 27% on a day chips broadly rallied.
Bitcoin miners are becoming AI landlords. Here's how far each one has actually gotten.
Eight bitcoin miners are pitching the same AI pivot, but they're nowhere near equally far along. IREN and TeraWulf already have AI revenue flowing. Hut 8, Cipher and Applied Digital have billions in signed leases that haven't started billing yet. CleanSpark still just mines bitcoin.
New York froze new data centers for a year, and TeraWulf just became the day's biggest loser because of it. Nebius, close behind, has nothing to do with New York.
Governor Hochul signed a first-in-the-nation moratorium on new hyperscale data centers today, and TeraWulf (WULF) fell 6.7%, the hardest hit in the group, because it owns exactly the kind of project the order targets. Nebius (NBIS) fell almost as much, and Digital Realty (DLR) also dropped on real New York exposure, but Nebius and CoreWeave (CRWV) have nothing to do with Albany.
Inflation fell for the first time since 2020, the Kospi closed green, and IBM still crashed 23% (July 14, 2026)
June CPI fell 0.4%, the first monthly decline since 2020, and chips bounced. Then IBM missed on preliminary results, lost roughly 23%, and dragged Workday, ServiceNow and Adobe down with it. CleanSpark jumped 8% on a $6.6 billion AI data center lease, and the Kospi closed green before the CPI number even existed.
I let Claude AI trade $100 on Robinhood, end of week 2: it dumped RCAT at a 13% loss and bought MSTR instead of anything I wanted
Claude, the AI running my $100 Robinhood agentic account, finally cut Red Cat at a 13% loss. Then it ignored every discounted ticker I suggested and put nearly the whole account into MicroStrategy. End of week 2 letting Claude trade my money.
TeraWulf, CoreWeave, and Nebius are having a big day. The stocks still mostly mining bitcoin are not.
TeraWulf, Nebius, IREN, CoreWeave, and five other AI infrastructure stocks are surging together Wednesday, while HIVE Digital and CleanSpark, the two names still mostly mining bitcoin, are red. The split isn't random.
SK Hynix's $28 billion Nasdaq debut lands a cornerstone bet from Leopold Aschenbrenner's fund
SK Hynix's record roughly $28 billion Nasdaq listing (SKHY) drew a cornerstone commitment from Leopold Aschenbrenner's Situational Awareness fund. The twist: the fund's single biggest disclosed position is a bet against the chip sector, which makes an anchor check into a memory chipmaker the story worth watching.
My $100 Claude AI trade in RCAT: still holding, week 2
The Robinhood Agentic AI's first pick, Red Cat (RCAT), is down about 5% heading into week 2. Here is why I am not selling, the real drone-program news that came out over the holiday, and where the cut line and target still sit.
TeraWulf (WULF) stock jumps 18% on a 20-year, $19 billion Anthropic data center lease
TeraWulf signed a 20-year lease with Anthropic worth about $19 billion in contracted revenue at its Kentucky data center campus, and sold its Abernathy, Texas stake to a Fluidstack-led group for about $530 million the same day. WULF stock jumped as much as 17%, reversing a hard slide, right after Anthropic's reported $15 billion Australia data center plan.
Bullish Watch, week of July 6: four oversold names, and one that already bounced
This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.
Bitcoin is sliding, and the AI data center miners are sliding with it (IREN, CORZ, CLSK)
A dozen former bitcoin miners now call themselves AI data center companies. With bitcoin down near $58,300 and sliding a second day, most fell with it, while the names furthest from crypto held up best.
Data-center and bitcoin-miner stocks (CRWV, HIVE) sold off at the open on June 29 after a pre-market pop
AI data-center, neo-cloud, and bitcoin-miner stocks ticked up pre-market on June 29, then sold off hard at the open. Most are down 3% to 10% from the open and now slowly recovering. Nebius (NBIS) was the exception.
IREN bought the Warriors' jersey patch. Here's how it stacks up against WULF, CIFR and the other ex-miners
A few years ago IREN was a bitcoin miner. Now its badge is going on every Golden State Warriors jersey in a deal worth more than $50 million a year. Here is what IREN actually does, the Microsoft and Nvidia contracts behind the splash, and how it compares to ex-miners like WULF, CIFR, APLD and CLSK.