أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Iren, a Bitcoin-linked data center operator, has seen its stock jump after being named a top AI pick by Bernstein following a significant Microsoft contract win.

Analysts predict Microsoft, Oracle, and ServiceNow to be top stocks for a software comeback, capitalizing on the upcoming AI adoption wave.

Shopify is enhancing its platform by integrating AI shopping capabilities with Google Gemini and Microsoft Copilot, allowing users to directly purchase products within these tools.

US stock indexes, led by tech giants, saw gains on Tuesday, with the S&P 500 and Nasdaq composite rising 0.6% and the Dow Jones Industrial Average adding 1%.

Microsoft stock is expected to perform well in 2026 due to its strong cloud business and AI infrastructure growth, with a price target of 625 set by analyst Dan Ives.

Microsoft CEO Satya Nadella emphasizes the potential of AI as a human helper, shifting the narrative from job killer to productivity enhancer, supported by new data for 2026.

IREN stock is expected to see significant growth due to its partnership with Microsoft, potentially reaching a 500% increase by 2028, driven by its ambition to reach $18.6 billion in annual revenue.

Canaccord has reiterated its buy rating on IREN's stock and increased its price target to $70, indicating strong confidence in the company's AI ambitions following a Microsoft deal.

Subsea telecom cables are crucial for international data transfer, particularly for AI development.

Microsoft has formed a superintelligence team under AI chief Suleyman to focus on AI research for various applications, including AI companions, disease diagnosis, and renewable energy.

IREN has secured a $9.7 billion contract with Microsoft to provide AI cloud services, potentially transforming its business trajectory and leading to a significant stock price increase to $200.

People Inc.