Oracle co-founder Larry Ellison has abandoned plans to sell up to $7.5 billion worth of the company’s shares, a reduction plan that had been in the works since June. Ellison controls about 40% of Oracle, making his trading decisions closely watched. The stock also faced pressure amid debate over AI regulation and the prospect of another Federal Reserve rate hike. Oracle shares were down 4.5% in early trading.

Meta Platforms shares were down 1.2% for the year through the Sept. 10 close, lagging most large-cap tech peers. The company plans to spend $130 billion to $145 billion this year on AI infrastructure, and free cash flow fell from $13.2 billion in Q1 to $1.7 billion in Q2. Despite that squeeze, the article argues Meta’s operating performance looks stronger than its share price implies.

Shares of Strategy, formerly MicroStrategy, jumped this week alongside Bitcoin’s rally, turning its Bitcoin holdings from an estimated $13 billion loss into a $1.4 billion gain. Bitcoin rebounded more than 20%, climbing from a multimonth low near $63,000 to above $77,000. The company holds about $65 billion worth of Bitcoin, roughly 4% of the circulating supply, with an average cost basis of $75,385. Strategy’s core enterprise software business generated $477 million in revenue last year.

MARA Holdings reported its second-quarter 2026 earnings, with revenue and mining profit both coming in above market expectations. The company also increased its Bitcoin holdings during the quarter. Management said operating efficiency continued to improve. Executives outlined the quarter’s financial performance and strategic progress on the earnings call.

XRP rose 6.1% intraday as President Donald Trump was set to meet executives from Ripple and other major crypto firms alongside key U.S. regulators. The move followed a Securities and Exchange Commission proposal a day earlier that would allow certain token and digital-asset offerings to bypass standard disclosure requirements. Traders are also positioning for the Clarity Act, which investors see as a potential pathway for crypto legislation to advance through Congress.

Micron Technology’s latest quarterly results showed revenue surged more than 400% year over year to $41.5 billion, while gross margin jumped to 84.6% from 37.7% a year earlier and operating cash flow rose to $25.4 billion. The company guided for about $50 billion of revenue next quarter, gross margin of about 86%, and earnings per share of about $30.73. With the stock around $878, that implies a forward P/E of roughly 6x based on the next 12 months’ expected earnings. Separately, SK Hynix has committed $38 billion to new fabs, with the earliest production timing not until after December 2028, suggesting near-term memory supply tightness may persist.

Amazon reported a strong second-quarter result, with AWS revenue rising 37% year over year to $42.2 billion and growth accelerating from prior quarters. CEO Andy Jassy said AWS could eventually become a $1 trillion revenue business. He also said Amazon’s AI and chip businesses each exceed $25 billion in revenue run rates, the AI business is growing by triple digits, and AWS backlog rose by triple digits to $496 billion. The results and forward guidance boosted the stock.

Nvidia said its AI chip order backlog totals $500 billion, covering bookings for 2025 and 2026. For the first quarter of fiscal 2027 ended April 26, the company reported revenue of $81.6 billion, up 85% year over year. Net income rose to $58.3 billion, an increase of 211% from a year earlier. The backlog points to continued heavy capital spending by hyperscalers, offering greater visibility into future revenue.

Tesla delivered 480,126 vehicles in the second quarter of 2026, a 25% increase from a year earlier. The article argues the rebound was shaped by Elon Musk’s deep involvement in U.S. politics in 2025 and by shifting EV incentives across 2025–2026, meaning the delivery gain should not be read as a straightforward signal of strong demand. It discloses operating volume only and does not provide core financial metrics such as gross margin, revenue, or profit.