Dow, S&P 500, Nasdaq Futures Edge Higher On Cooling Inflation Signs, Strong Big Bank Earnings: IBM, APLD, SKYH, NBIS in Focus
July 15, 2026 · 5 sources · High impact · Updated Jul 20, 2026
The AI infrastructure and memory chip sectors are experiencing volatility, with some stocks rebounding after recent declines. While cooling inflation signs and strong bank earnings are positive for the broader market, the AI data center space is seeing a re-evaluation of business models and valuations, leading to significant swings in individual stock performance.
Affected Companies
IBM27 ▼5
INTERNATIONAL BUSINESS MACHINES CORP$213.00$200.20B cap
APLD64 ▼1
Applied Digital Corp.$27.85$7.96B cap
SKYH44
Sky Harbour Group Corp$10.42
NBIS100
Nebius Group N.V.$182.62$61.01B cap
IREN68 ▲6
IREN Ltd$40.20$14.37B cap
CRWV50 ▼5
CoreWeave, Inc.$73.06$52.69B cap
MU100
Micron Technology, Inc.$865.46$977.44B cap
SNDK85 ▲4
Sandisk Corp$1,390.95$205.99B cap
Affected Industries
AI Infrastructure35
ContractionWeak momentumTop 86%
Cloud Software39
ContractionModerate momentumTop 73%
Information Technology Services32
ContractionWeak momentumTop 96%
Computer Hardware36
ContractionWeak momentumTop 81%
Cybersecurity40
Early RecoveryStrong momentumTop 69%
Data Centers37
ContractionWeak momentumTop 78%
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