Autodesk's 2026 AI Jobs Report reveals that AI hiring in Design and Make industries has more than doubled in two years, with a 33% increase in the last year. The report highlights a new skills gap among students and professionals who are familiar with general AI tools but lack confidence in industry-specific AI applications. Despite this, there's a strong desire among both groups for careers involving physical-world creation, while soft skills like design, operation, and communication remain critical for AI roles.

L3Harris Technologies has secured a contract from the U.S. Space Force’s Space Development Agency (SDA) to construct 18 missile-tracking AMDT3 satellites. These satellites are intended to enhance the Golden Dome component of America's space-based defense system. The primary function of these new satellites will be to detect and track missiles.

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.

Adeia Inc. will announce its Q2 2026 financial results on Monday, August 3, 2026, followed by an earnings conference call at 2:00 p.m. Pacific Time. The company has provided dial-in information for both U.S. and international callers, along with a webcast link for live access. Replays of the webcast will be available until August 2, 2027, and a telephonic replay until August 3, 2026.

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.

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.

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. This sale followed a conversion from Class B to Class C shares and comes after Dell's stock surged 260% in six months, with InvestingPro indicating it as overvalued. Despite the sale, Silver Lake and Durban retain significant holdings in Dell's Class B and Class C common stock.

F5 (FFIV) has appointed Cathy Peterman as Executive Vice President and Chief People Officer, leveraging her experience from Wayfair and Amazon in scaling talent and organizational change, particularly with AI. This move underscores F5's commitment to talent development and AI-driven transformation, which is crucial as the company focuses on AI and cybersecurity. The appointment is expected to help align F5's workforce with its product roadmap and long-term execution, especially in the competitive AI security and hybrid multicloud solutions market.

Applied Materials (AMAT) stock has shown strong returns over the past five years, but its current valuation suggests it's leaning expensive rather than being an undervalued bargain. While the company's P/E ratio is in line with or below industry averages and its growth profile supports a tailored benchmark P/E, this indicates the stock is currently priced about right. Future performance will depend on its ability to maintain earnings and margins amidst sector cyclicality and trade risks.

Arista Networks (NYSE:ANET) saw its stock price drop by 3.1% during mid-day trading on Monday, touching a low of $180.50 before closing near $181.17, with trading volume slightly above average. Despite the dip, analysts maintain a "Buy" consensus rating with an average target price of $188.16, following strong quarterly results that beat earnings and revenue estimates. However, the article highlights notable insider selling by a co-founder and the CEO in recent months.