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.
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
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.
Cipher Digital (CIFR) is up 39% in two sessions, and its own AI news hasn't landed yet
Cipher Digital (CIFR) gained 39% in two trading sessions, but most of the credit belongs to Hut 8 and IREN's AI infrastructure deals. Cipher's own catalyst, its first AWS rent payment, doesn't land until August.
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 own SharonAI (SHAZ) at $65. It signed a $1.32 billion deal four days ago and dropped anyway
SharonAI (SHAZ) is down slightly while every other neocloud stock rallies hard, four days after a $1.32 billion cloud deal. I bought SHAZ at $65 and dug through SEC filings to find out why.
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.
What is an AI neocloud? CoreWeave (CRWV) and Nebius (NBIS), explained
Neoclouds like CoreWeave and Nebius buy GPUs with debt and rent out the computing power to AI companies. Here is how the business model works, and the risk built into it.
Meta said it had spare compute. Then it broke ground on a $9 billion data center in Canada (META, CRWV, NBIS)
A week after Meta's excess-compute cloud plan crushed the neoclouds, it broke ground on a C$13 billion, 1-gigawatt data center in Alberta, Canada. The demand is real.
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.
SharonAI (SHAZ) is down 13% today after a wild week. Here's what Leopold Aschenbrenner has disclosed since our last look
SharonAI (SHAZ) has moved from $85 to $68 to $80 to $70 in the week since our stake deep dive. A price update, plus a new filing showing Leopold Aschenbrenner's fund anchoring SK Hynix's Nasdaq debut.
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.
TeraWulf (WULF) spiked 18%, then gave most of it back: sell the news, buy the rumor
TeraWulf (WULF) opened up 14% and spiked as high as $25.04 on a $19 billion Anthropic lease, then gave back nearly 70% of that gain by early afternoon. Here is how the short interest and the deal math explain the fade.
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.
Anthropic's $15 billion Australia data center plan, and why Leopold Aschenbrenner's real bet might be SharonAI (SHAZ), not IREN
Anthropic is reportedly weighing a $15 billion, 1.4 gigawatt data center buildout in Australia. Leopold Aschenbrenner's fund owns both IREN and SharonAI (SHAZ), but his SharonAI stake, nearly 20 percent of the company, dwarfs his roughly 3 percent stake in IREN, and he's engaged to Anthropic CEO Dario Amodei's chief of staff.
Meta's cloud news is hammering the neoclouds: CoreWeave and Nebius drop about 13% (July 1, 2026)
The same Meta cloud announcement that sent META up about 10% on July 1, 2026 is hammering the neoclouds. CoreWeave (CRWV) and Nebius (NBIS) each fell about 13% as investors saw a giant new rival for renting out AI computing power.
What is SharonAI (SHAZ)? Inside the AI cloud stock Leopold Aschenbrenner just took to a 19.9% stake
A deep dive on SharonAI Holdings (SHAZ), the tiny-float AI GPU-cloud stock Leopold Aschenbrenner's Situational Awareness just took to a 19.9% stake, plus the price action since his position became visible: roughly $57.50 in mid-May to about $88 now.
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.
It is not just the chips: optics, memory and the neo-clouds all sold off this morning
The whole AI build-out sold off Monday morning, not just semiconductors. Optical names like Coherent (COHR) led the drop, memory (MU) and the neo-clouds fell hard, and Nebius (NBIS) was the lone holdout. What is going on.
HIVE Digital (HIVE): a green bitcoin miner pivoting to AI, and a Leopold Aschenbrenner pick
HIVE Digital (HIVE) is the cheap, green bitcoin miner betting on AI. A look at the BUZZ HPC pivot, the recent $300 million share program, the Leopold Aschenbrenner stake, and the full bull and bear case.