U.S. stock market intraday update: Keel Infrastructure up 10.25%, volume increased, clear capital flow

U.S. Stock Market Midday Update

Keel Infrastructure, up 10.25%, with increased trading volume and no significant news recently. The trading is active, with clear capital flow. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation.

Stocks with High Trading Volume in the Industry

IREN up 21.64%, with a trading volume of 2.348 billion. Based on recent key news:

1. On July 20, IREN announced a $2.8 billion AI cloud contract with Microsoft, NVIDIA, and others, raising its annual recurring revenue target for 2026 to over $4 billion. This news boosted the stock price and alleviated investor concerns about high costs and dilution risks. Source: Zhito Finance

2. On July 20, IREN's strategic transformation from a Bitcoin mining company to an AI infrastructure service provider, leveraging its power asset portfolio in regions rich in renewable energy resources, provides a long-term competitive advantage. This transformation is seen as a catalyst for the rise. Source: Wall Street Insight

3. On July 20, IREN announced its year-end AI cloud revenue target was raised to over $4 billion, with about 85% of the target covered by contracts, and customer prepayments covering 45% of GPU capital expenditures. This move further enhances market confidence. Source: Jinshi Data AI cloud service demand continues to grow, and the market is optimistic.

Palantir Tech up 2.82%. Based on recent key news:

1. On July 17, France and Germany signed a joint statement planning to develop European autonomous military AI software to replace Palantir's systems. This move may affect Palantir's position in the European market, leading to stock price fluctuations.

2. On July 18, Palantir director Alexander D. Moore sold 16,000 shares of the company stock at prices between $133.75 and $136.79. This transaction may raise market concerns about internal confidence in the company, affecting the stock price.

3. On July 19, analyst Gil Luria maintained a buy rating on Palantir and set a target price of $175. The analyst's positive rating may boost investor confidence and drive the stock price up. The AI industry has huge growth potential, and the market is paying attention.

AppLovin, up 1.34%, with a trading volume reaching $1.43 billion, and increased trading volume with no significant news recently. The trading is active, with clear capital flow. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation.

Stocks with High Market Capitalization in the Industry

SAP up 0.24%. Based on recent news,

1. On July 20, Sequoia Strategy Composite disclosed in its second-quarter report that it increased its investment in SAP. This news boosted market confidence, driving SAP's stock price up 0.24%

2. On July 19, SAP released a strong quarterly report, showing a 20% year-on-year growth in its cloud business revenue, exceeding market expectations. This positive news further drove the stock price up.

3. On July 18, analysts generally raised their target price for SAP, expecting its future earnings to continue to grow. This optimistic outlook attracted more investors to buy in, pushing the stock price higher. The cloud computing industry continues to grow, and the market outlook is promising