Stifel upgraded Shopify to buy on Friday and raised its price target to $150 from $110, arguing that agentic AI commerce will accelerate the platform's share gains even as the technology's financial impact remains in early stages.
Michigan's Aug. 4 Democratic Senate primary between progressive Abdul El-Sayed and Rep. Haley Stevens is emerging as a test of whether AI and data center anxieties can move voters — and set the tone for how Democrats message on tech policy nationally.
Micron Technology announced up to $3 billion in new domestic semiconductor investments, including $500 million for supplier GlobalWafers, and raised its total planned U.S. spending to $250 billion through 2035, as AI-driven memory demand continues to reshape the chipmaker's capital plans.
Prediction market traders on Kalshi now place a 75% chance that U.S. gas prices will remain above $3.50 per gallon on Election Day, November 3, as renewed U.S.-Iran strikes raise doubts about Strait of Hormuz shipping flows.
KeyBanc downgraded Salesforce to a hold-equivalent rating on Thursday and removed its $290 price target, citing weak Agentforce customer feedback and unclear financial trends, sending shares down more than 2% to around $162.50.
Researchers disclosed two new Microsoft 365 threats on July 9: the Helix data-extortion group, which uses voice phishing and SharePoint exfiltration, and the Forg365 phishing-as-a-service platform, which integrates AI-assisted lure generation with adversary-in-the-middle and device-code attack methods.
Meta launched Muse Spark 1.1 with aggressive developer pricing, OpenAI broadly released its GPT-5.6 series with a 54% efficiency claim, and Anthropic introduced a usage-analytics feature for Claude — all on the same day.
Micron Technology announced up to $3 billion in new domestic semiconductor investments, including $500 million for supplier GlobalWafers, and raised its total planned U.S. spending to $250 billion through 2035, as AI-driven memory demand continues to reshape the chipmaker's capital plans.
Prediction market traders on Kalshi now place a 75% chance that U.S. gas prices will remain above $3.50 per gallon on Election Day, November 3, as renewed U.S.-Iran strikes raise doubts about Strait of Hormuz shipping flows.
KeyBanc downgraded Salesforce to a hold-equivalent rating on Thursday and removed its $290 price target, citing weak Agentforce customer feedback and unclear financial trends, sending shares down more than 2% to around $162.50.
Stifel upgraded Shopify to buy on Friday and raised its price target to $150 from $110, arguing that agentic AI commerce will accelerate the platform's share gains even as the technology's financial impact remains in early stages.
Meta launched Muse Spark 1.1 with aggressive developer pricing, OpenAI broadly released its GPT-5.6 series with a 54% efficiency claim, and Anthropic introduced a usage-analytics feature for Claude — all on the same day.
Meta Platforms announced plans to build a 1 gigawatt data center in Alberta, Canada — its first major facility in the country — at an estimated cost of $9 billion, as the company races to expand AI infrastructure capacity.
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.