U.S. Stock Market Midday Update
Nebius Group NV rose by 10.08%. Based on recent important news:
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On July 31, Nebius was viewed as a company similar to Amazon due to its unique positioning in the AI infrastructure sector, with its stock price considered to have long-term growth potential, driving the price up.
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On July 30, data center capacity increased, and management expects 2025 to be a year of strong growth, enhancing market confidence.
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On July 31, investors held an optimistic view on Nebius's long-term growth potential, suggesting an evaluation of investments after the second-quarter earnings report, further driving the stock price up.
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Stocks with High Trading Volume in the Industry
Microsoft rose by 4.51%, with a trading volume of $13.6 billion. Based on recent key news:
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On July 30, Microsoft announced its fourth-quarter earnings report for fiscal year 2025, with revenue of $76.44 billion, a year-on-year increase of 18%, and earnings per share of $3.65, a year-on-year increase of 24%, exceeding market expectations, leading to an 8% surge in after-hours trading.
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On July 30, Microsoft announced a 39% increase in Azure cloud service revenue, with annual revenue surpassing $75 billion, a year-on-year increase of 34%, driving the stock price up.
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On July 30, UBS reiterated its target price for Microsoft at $600, believing there is still a 17% upside potential for its stock price.
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Palo Alto Networks fell by 4.92%, with increased trading volume. Based on recent important news:
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On July 30, Palo Alto Networks announced the acquisition of CyberArk for $25 billion, causing its stock price to drop by 7%.
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On July 29, the market reacted negatively to the acquisition news from Palo Alto Networks, leading to a 5% decline in its stock price.
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On July 28, CyberArk's stock price rose by 13% due to acquisition news, impacting Palo Alto Networks' stock price.
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Oracle rose by 4.02%, with increased trading volume. Based on recent important news:
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On July 28, Oracle founder Larry Ellison acquired Paramount for $8.4 billion, expanding its influence in technology and media, resulting in a 4% increase in stock price.
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On July 31, Oracle supported the White House's vision for healthcare data interoperability, boosting market confidence.
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On July 31, JP Morgan and Oracle launched a supply chain finance solution, driving the stock price up.
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Stocks with High Market Capitalization in the Industry
ServiceNow fell by 2.10%, with increased trading volume. Based on recent important news:
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On July 31, market analysis showed that although ServiceNow was rated as &#34;moderate buy,&#34; top analysts favored five other stocks, leading to a decline in investor confidence and a 2.10% drop in stock price.
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On July 28, several executives at ServiceNow, including the CEO and CFO, purchased company stock options, indicating confidence in the company's future, but failed to immediately boost the stock price
On July 23, Erste Group analyst Stephan Lingnau downgraded ServiceNow's rating from &#34;Buy&#34; to &#34;Hold&#34; due to weakening growth momentum, resulting in a negative market reaction
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NBIS

Nebius Group NV rose 10.08%; Microsoft rose 4.51%, with a trading volume of USD 13.6 billion; PatSnap fell 4.92%, with a trading volume of USD 1.877 billion; Oracle rose 4.02%, with a trading volume of USD 1.633 billion; ServiceNow fell 2.10%, with a market capitalization of USD 198.6 billion

U.S. stock market update: Nebius Group NV up 10.08%