L3Harris Technologies has secured a $955 million contract from the U.S. Space Force's Space Development Agency to produce 18 satellites for the Golden Dome missile defense shield. This contract contributes to President Donald Trump's Golden Dome plan, bringing L3Harris's total orders for missile-tracking and defense satellites to at least 70, with five already in orbit. The satellites are designed to detect and track advanced missile threats, and production will begin immediately.

Revvity (RVTY) has partnered with Anthropic, linking its Signals AI with Claude for scientific research. The stock trades at US$111.11, following recent gains, and is considered 2.2% undervalued by the market, with a fair value estimate of $113.64 due to an expected shift towards higher-margin offerings. Investors are advised to consider potential risks like regulatory pressure despite the optimistic outlook.

Emerson Electric (EMR) has been downgraded by Zacks to a #4 (Sell) rank, with its stock dropping 2.52% recently, though it shows strong long-term returns. Despite a clear discount to the average analyst price target, two different valuation models present conflicting views on its fair value. While one narrative suggests it's 17.2% undervalued at $163.47 based on automation and AI themes, another discounted cash flow model suggests it may be overvalued at $94.38, highlighting the need for investors to critically evaluate the underlying assumptions.

Check Point Research's Annual AI Security Report 2026 reveals a significant shift: AI has moved from assisting cyber attackers to autonomously operating attacks, compressing response times for defenders. The report highlights instances of AI running exploitation workflows with minimal human intervention, the rapid creation of exploits from vulnerabilities, and a surge in high-risk enterprise AI interactions. Organizations are urged to adopt new strategies focusing on securing AI systems, leveraging AI for defense, and governing AI use across their workforce to counter these evolving threats.

AMD Ventures has invested in AI startup Turing Inc., which will now use AMD AI accelerators for its consumer and autonomous driving applications. This backing, coupled with reported delays in Nvidia's AI rack systems, positions AMD for increased opportunities in the data center market with cloud providers and hyperscalers. The developments highlight AMD's growing role in AI infrastructure, autonomous driving, and consumer AI, a prospect that investors following AI hardware companies are closely monitoring.

Affiliates of Silver Lake and Dell Technologies director Egon Durban sold 600 shares of Dell Technologies Class C Common Stock for $272,578 on July 9, 2026, following the conversion of Class B shares. This sale comes after Dell's stock experienced a 260% surge over the last six months. Despite the sale, Silver Lake affiliates and Mr. Durban still substantial holdings in both Class B and Class C common stock.

Entities affiliated with Dell Technologies director Egon Durban, specifically Silver Lake Partners V DE (AIV), L.P., sold approximately $15.8 million worth of Class C Common Stock on July 9, 2026, following the conversion of Class B shares. These sales occurred at prices ranging from $448.17 to $460.02 per share, after Dell's stock had surged 242% year-to-date and appeared overvalued according to InvestingPro. The transaction highlights insider activity and potential valuation concerns for Dell.

Equinix (EQIX) shares have seen an 8% pullback from recent highs, driven by profit-taking despite the company's strong position in the AI infrastructure market and partnerships like the Cisco-Nvidia Secure AI Factory. Investors are now focused on the July 29 Q2 earnings release, looking for strong bookings, margin expansion, and AI product adoption to justify its premium valuation. Technically, the stock faces downward pressure, with a potential drop to $994 if it closes below $1,020, though analysts largely remain bullish with an average price target of $1,213.

Paycom Software Inc (PAYC) saw its shares rise by 5.3% to $146.50, despite a significant year-to-date and one-year decline. The company is classified as "significantly undervalued" with a GF Value™ estimate of $255.43, suggesting a 42.6% upside. Its GF Score™ of 81 highlights strong profitability and growth (both 10/10), though valuation and momentum scores are lower, and there have been no recent insider transactions.

On Monday, July 13, 2026, JD.com (NASDAQ:JD) saw its stock rise by 2.4% on average volume, despite Macquarie lowering its price target. In contrast, Qualcomm (NASDAQ:QCOM) dropped 2.7% on lower-than-usual volume, even after TD Cowen increased its price target. The article highlights that while search interest might indicate curiosity, trading volume reveals actual money movement, suggesting different investor sentiments for the two tech giants.