On an early July episode of Mad Money, Jim Cramer walked through the Magnificent Seven one stock at a time and pushed back on treating them as a single basket.

SemiAnalysis has reported Nvidia's important Kyber NVL144 next-gen AI rack system could be delayed. This could help give AMD and Alphabet a foothold into the high end of the AI infrastructure market.

Jed Ellerbroek discusses the market's digestion of strong second-quarter gains, the impact of U.S.-Iran tensions on oil prices, and what's ahead for cyclical stocks. He highlights upcoming earnings from Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT).

Artificial intelligence has become one of the technology industry's biggest battlegrounds, but the debate is no longer just about which model performs best.

Google could lower its AI compute costs by up to 30% using its own processors. The company is building a neocloud business with 500 megawatts of capacity to rent its processors to other tech companies.

The U.S.

Amazon is the largest cloud computing company, and AWS revenue has started to accelerate. Microsoft has been seeing strong growth, but its internal technology has lagged.

AI stocks have come under recent pressure amid concerns about spending. However, most signs point to strong continued growth.

When Mark Lanier and his young client Kaley faced the tech giants in an LA courtroom earlier this year, it seemed a bigger battle than David v Goliath. But they scored a landmark victory, proving that the social media giants had created ‘addiction machines' that harmed mental health.

Nvidia remains a top AI pick with Vera Rubin just around the corner. Alphabet has become a sneaky chip stock on the success of its Tensor Processing Units.