AI Stocks & Markets

Today's Stories

1. 1

   Dow flat after hours; Fed decision due Wednesday

   Dow Jones futures, S&P 500 futures, and Nasdaq futures were little changed in after-hours trading. AI-related companies Seagate Technology, KLA Corp., Teradyne, and Bloom Energy reported earnings after the close, along with SK Hynix. The Federal Reserve meeting concludes Wednesday afternoon, with a rate hike possible but unlikely. Market direction may hinge on the Fed's decision and the earnings results from semiconductor and energy companies that serve the AI industry.

   The Fed announcement Wednesday afternoon and how the market reacts to the latest earnings from major AI-supply-chain players.

2. 2

   Eli Lilly Q1 Revenue Hits $19.8B, Up 55.55% YoY

   Eli Lilly reported Q1 2026 revenue of $19.8B, a 55.55% increase from Q1 2025. Social media commentary highlighted the company's revenue run-rate now surpassing established firms including IBM and American Express. The company is allocating capital toward AI-driven drug discovery and dedicated data infrastructure, with partnerships and internal platforms aimed at accelerating innovation. The sharp revenue growth underscores Eli Lilly's position as a high-growth pharmaceutical player and signals investor confidence in its core business. The company's expansion into AI-powered drug discovery and potential acquisitions in emerging areas such as psychedelics for mental health suggest management is building growth levers beyond its current portfolio. For investors and business partners, this signals Eli Lilly is balancing near-term pharmaceutical earnings with long-term innovation bets.

   Analyst price targets cluster around a median of $1,336.0, with recent targets ranging from $1,232.0 to $1,500.0 (Trung Huynh, RBC Capital, 07/08/2026). Institutional activity shows mixed signals: 2,169 investors added shares in the most recent quarter, but notable holders including J. Stern & Co. and Capital International Investors reduced positions significantly. Insider activity includes ILYA YUFFA (EVP & President, LLY USA & Global Capabilities) selling 2,500 shares for an estimated $2,876,925.

3. 3

   Buffett's Berkshire Energy Quietly Cashes In on AI Data Center Power Boom

   Berkshire Hathaway Energy, a wholly owned utility subsidiary, is capitalizing on surging electricity demand from AI data centers across its U.S. operations. In Iowa alone, a cluster of mega data centers now accounts for roughly 8% of peak electricity load, and the company's CEO said about half of its energy operations are now addressing AI-related power needs. While Berkshire Hathaway itself has largely avoided AI stocks, Berkshire Hathaway Energy benefits from a built-in business model: regulated utilities earn both from selling more electricity as demand rises and from earning a regulated return on capital invested in generation, storage, and transmission infrastructure. The company is executing a roughly $34 billion（約5.4兆円） capital plan, with each approved dollar becoming a base for steady profits for decades.

   Berkshire Hathaway Energy's growth depends on regulators approving rate increases, which is not guaranteed. The business also carries real liabilities, including wildfire exposure at PacifiCorp. While this is a genuine stake in the AI infrastructure boom, it is a slow, steady contributor rather than a high-growth play.

4. 4

   Boeing, Coca-Cola surge as investors pivot from AI stocks

   Boeing rose 6% and Coca-Cola gained 4% as money rotated out of AI-related equities, according to market movements reported on the day. The shift signals a possible broadening of investor interest beyond the artificial intelligence sector that has dominated recent trading, suggesting traditional blue-chip stocks are regaining appeal after a period of AI-heavy positioning.

   The extent to which this rotation persists—whether it reflects a temporary profit-taking move or a sustained shift in market focus toward non-AI sectors.

5. 5

   Visa cuts 2,600 jobs to fund efficiency and AI push

   Visa announced it is cutting 2,600 jobs as part of a strategic shift toward efficiency and AI investments. The layoffs signal that even large financial infrastructure companies are restructuring to prioritize automation and artificial intelligence capabilities, which may reshape how payment-processing work is organized.

   The company's ability to redeploy savings from these cuts into AI and efficiency gains will determine whether the restructuring yields the operational benefits Visa expects.

6. 6

   Coca-Cola Consolidated seen as AI-era safe haven

   Coca-Cola Consolidated is being positioned as a potential defensive investment for periods when enthusiasm for AI stocks cools, according to earnings preview analysis. As AI-related market volatility continues, traditional beverage bottling companies with stable cash flows may appeal to investors seeking shelter from sector rotations and tech stock pullbacks.

   The company's upcoming earnings report will be key to confirming whether its fundamentals support this defensive positioning amid broader market sentiment shifts.