Today: 21 May 2026
Dow Jones Falls as Bond Yields Signal Trouble for Bulls
21 May 2026

Dow 50,000 Watch: Oil, Walmart, Nvidia in Focus

The Dow hovered near 50,000 Thursday as rising oil prices and Treasury yields dampened risk appetite. Brent crude climbed 2.2% to $107.32 a barrel after renewed U.S.-Iran tensions. Walmart shares fell on cautious guidance despite higher sales, while Nvidia’s record results failed to spark a tech rally. The S&P 500 and Nasdaq traded lower in morning action.
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Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital Jumps After $7.5B AI Lease

21 May 2026
Applied Digital shares climbed 17% Thursday after the company signed a $7.5 billion, 15-year AI data-center lease for its Polaris Forge 3 campus. The deal lifts contracted lease revenue to $31 billion, or $73 billion with renewals. Shares reached $46.42, up $6.90, with volume at 18.7 million. Analysts raised price targets but noted risks around execution and customer concentration.
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MARA Stock Just Jumped — Now Its $1.5 Billion AI Power Bet Faces a Test

MARA Stock Just Jumped — Now Its $1.5 Billion AI Power Bet Faces a Test

MARA Holdings shares slipped to $13.10 in pre-market trading Thursday after a 5.7% jump, as insider filings showed CEO Fred Thiel and CFO Salman Khan sold shares at $12 each under pre-arranged plans. The moves follow MARA’s $1.5 billion deal to acquire Long Ridge Energy & Power, adding a 505-megawatt Ohio gas plant and land for AI-focused data centers. The transaction awaits regulatory approval and is expected to close in late 2026.
21 May 2026
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Quantum Stocks Surge on $2 Billion Play; IonQ Faces Next Hurdle

Quantum Stocks Surge on $2 Billion Play; IonQ Faces Next Hurdle

IonQ shares jumped 8% in premarket trading Thursday to $52.47 after the U.S. announced $2 billion in quantum-computing grants, though IonQ was not among the recipients. The company recently reported first-quarter revenue of $64.7 million, up 755% year-over-year, and raised its 2026 revenue outlook to $260–$270 million. SkyWater shareholders approved IonQ’s merger, pending regulatory approval.
21 May 2026
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Enphase shares climb 14% as Wall Street looks at solar stock again

Enphase shares climb 14% as Wall Street looks at solar stock again

Enphase Energy shares jumped 13.7% to close at $53.15 Wednesday, just below last week’s 52-week high. Goldman Sachs raised its price target to $57 and maintained a Buy rating. Trading volume reached 11.1 million shares, well above the 50-day average. Enphase reported a 23% drop in U.S. first-quarter revenue and a 48% decline in sell-through demand from the prior quarter.
21 May 2026
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T1 Energy Stock Jumps 26% as Roth Pushback Turns Short-Seller Hit Into a Rally

T1 Energy Stock Jumps 26% as Roth Pushback Turns Short-Seller Hit Into a Rally

T1 Energy Inc. shares jumped 26.45% to $8.70 Wednesday after heavy trading and recent volatility. The move follows a short-seller report alleging hidden Chinese ties and tax-credit risks, countered by a Roth Capital analyst’s defense and news of a major institutional stake. T1 reported a $21.4 million net loss but positive adjusted EBITDA and maintained its 2026 production guidance.
21 May 2026
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Intel stock rebounds as chip optimism builds on Wall Street

Intel stock rebounds as chip optimism builds on Wall Street

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21 May 2026
Intel last traded at $118.96, up 7.4%, as chip stocks rebounded ahead of U.S. market open. The move followed analyst price target hikes and renewed focus on AI-related demand for CPUs. Nvidia forecast $91 billion in second-quarter revenue and announced an $80 billion buyback, but its shares fell in after-hours trading. The next U.S. market holiday is Memorial Day, May 25.
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FTSE 100 Slips Today as BT, Sage and Oil Risks Put London Stocks on Edge

FTSE 100 Slips Today as BT, Sage and Oil Risks Put London Stocks on Edge

FTSE 100 fell 0.34% to 10,396.72 in early London trading, reversing part of Wednesday’s rally. BT reported flat core earnings at £8.2 billion as fibre demand offset a 3% revenue drop. Sage lifted its FY26 revenue outlook after first-half revenue rose 11%. easyJet posted a £552 million loss and warned of uncertainty due to higher fuel costs and weaker bookings.
21 May 2026
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Xanadu Jumps 20% After Quantum Selloff, Filing Remains Over XNDU

Xanadu Jumps 20% After Quantum Selloff, Filing Remains Over XNDU

Xanadu Quantum Technologies’ shares surged 20.4% to $14.13 Wednesday, rebounding after a sharp May decline. The company reported Q1 revenue of $2.83 million and a net loss of $20.6 million, with 43.3 million Class B shares outstanding and a prospectus covering up to 293.7 million more. Other quantum stocks also rose. Xanadu is in talks for up to $285 million in Canadian government support.
20 May 2026
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FuelCell Energy surges as AI-fueled rally hits again, analysts wary

FuelCell Energy surges as AI-fueled rally hits again, analysts wary

FuelCell Energy shares surged 16.5% to $20.22 Wednesday, rebounding after a two-day selloff. The move tracked a 1.5% gain in the Nasdaq Composite and renewed interest in companies supplying power to AI data centers. FuelCell reported a $26.1 million quarterly loss and a declining backlog, despite higher revenue and new data-center proposals. Peers traded mixed, with Bloom Energy up and Plug Power down.
20 May 2026
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BlackBerry Stock Nears Highs as Traders Eye Government Moves

BlackBerry Stock Nears Highs as Traders Eye Government Moves

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20 May 2026
BlackBerry’s U.S.-listed shares rose 0.5% to $6.24 after its AtHoc platform renewed a high-level U.S. government cloud-security certification. Trading volume topped 27 million shares, with prices ranging from $6.10 to $6.37. The company’s QNX business reported 20% revenue growth last quarter. Executives are scheduled to speak at a Toronto tech conference Thursday.
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IREN Stock Surges as Nvidia Fever Returns — But the AI Cloud Bet Has a Catch

IREN Stock Surges as Nvidia Fever Returns — But the AI Cloud Bet Has a Catch

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20 May 2026
IREN Limited shares rose 9.4% to $52.23 on Wednesday, trading over 23 million shares as investors awaited Nvidia’s earnings. IREN recently signed a $3.4 billion AI cloud contract with Nvidia and closed a $3 billion convertible-note offering. The company reported a quarterly net loss of $247.8 million on revenue of $144.8 million, down from the prior quarter.
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Grab shares edge lower after Superbank shift

Grab shares edge lower after Superbank shift

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20 May 2026
Grab Holdings shares fell 1% to $3.465 on Wednesday, extending a year-to-date drop of over 30%, after announcing it will consolidate Indonesia’s Superbank into its accounts. The move gives Grab majority control of the digital bank, which has over 6 million customers and 24 trillion rupiah in assets. Grab’s Q1 revenue rose 24% to $955 million, but analysts trimmed price targets despite maintaining positive ratings. Competitor GoTo posted its first quarterly net profit in April.
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Nebius Stock Jumps 15% as $2.6 Billion Power Bet Targets AI Bottleneck

Nebius Stock Jumps 15% as $2.6 Billion Power Bet Targets AI Bottleneck

Nebius Group N.V. shares surged 15.6% to $221.72 after announcing a fuel cell power deal with Bloom Energy, securing up to 328 MW of on-site electricity capacity for its AI infrastructure. The agreement could cost Nebius up to $2.6 billion over 10 years. Bloom shares rose 12.2% on the news. Nebius's first-quarter revenue jumped to $399 million from $50.9 million a year earlier.
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21 May
Sirius XM stock nears new highs as traders look at audio strategy

Sirius XM stock nears new highs as traders look at audio strategy

Sirius XM shares rose 6.8% to $28.90 by 2:07 p.m. EDT Thursday, outpacing major U.S. indexes. The rally followed CFO Zac Coughlin’s investor conference appearance and news of a renewed multi-year NASCAR broadcast deal. First-quarter subscriber losses were smaller than expected, and revenue topped forecasts. Volume reached 4.8 million shares, with a market value near $9.8 billion.
21 May
KEEL Surges as Investors Back Keel’s AI Data Center Plans

KEEL Surges as Investors Back Keel’s AI Data Center Plans

Keel Infrastructure shares jumped 7.1% to $4.53 Thursday, nearing a 52-week high, as investors bet on its pivot from crypto mining to AI-focused power infrastructure. Trading volume reached 22.31 million shares, below average. The company reported a wider net loss of $145.35 million for the March quarter on lower revenue and warned its transformation faces risks tied to permits, costs, and competition.
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21 May
SoFi Stock Treads Water as Traders Keep an Eye on Next Move

SoFi Stock Treads Water as Traders Keep an Eye on Next Move

SoFi Technologies shares fell 0.2% to $15.66 in early trading Thursday, underperforming tech peers as investors weighed strong first-quarter results against concerns over rates and credit risk. The company reported record loan originations of $12.2 billion and net income of $166.7 million, but kept its 2026 profit outlook unchanged after April’s earnings, disappointing some analysts.
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21 May
Kraken’s Dubai Approval Gives It a Regulated Shot at UAE Crypto Traders

Kraken’s Dubai Approval Gives It a Regulated Shot at UAE Crypto Traders

Kraken parent Payward has received preliminary approval from Dubai’s Virtual Assets Regulatory Authority for a broker-dealer and investment licence, moving closer to a UAE launch. The approval allows Kraken to offer dirham funding, spot and margin trading, and institutional services, pending final regulatory clearance. Dubai’s VARA already licenses Binance, OKX, and Crypto.com. Kraken’s Dubai unit will operate under local supervision.
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21 May
Micron Beats Market as Samsung Deal Lifts Shares

Micron Beats Market as Samsung Deal Lifts Shares

Micron shares climbed $14.82 to $746.81 on Thursday, outperforming the SMH semiconductor ETF and QQQ, which both fell. The rally followed Samsung’s suspension of a planned 18-day strike by 48,000 union members after a tentative pay deal. Micron’s operations chief said demand continues to outpace supply. Samsung union members will vote on the agreement between May 22 and May 27.
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21 May
Wall Street Turned to Musk’s SpaceX After Tesla’s Brief Rally

Wall Street Turned to Musk’s SpaceX After Tesla’s Brief Rally

Tesla shares traded near $417 Thursday afternoon, erasing early gains after SpaceX filed for an IPO and disclosed $650 million in purchases from Tesla last year. Tesla invested $2 billion in SpaceX common stock in March and reported $87 million in first-quarter revenue from SpaceX’s Megapack orders. Investors debated whether the SpaceX listing would boost or dilute Tesla’s “Musk ecosystem” premium.
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21 May
FuelCell Energy Shares Surge Again as AI Data Center Bet Drives Wall Street Action

FuelCell Energy Shares Surge Again as AI Data Center Bet Drives Wall Street Action

FuelCell Energy shares soared 23.5% to $24.98 Thursday, extending a rebound as investors targeted fuel-cell firms amid rising AI data center power demand. The company named John Livingston to its board and set its next earnings call for June 8. Peer stocks Bloom Energy, Plug Power, and Nebius also rallied after Bloom and Nebius announced a 328 MW AI infrastructure fuel-cell deal.
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21 May
Social Security Payments May Increase in 2027 After Unexpected Inflation Data

Social Security Payments May Increase in 2027 After Unexpected Inflation Data

The Senior Citizens League raised its 2027 Social Security cost-of-living adjustment forecast to 3.9%, citing higher inflation. That would add about $81 a month to the average retired worker’s check, but the official figure will be set in October. Rising energy, food, and housing costs are driving the estimate. The adjustment would affect over 75 million Social Security and SSI recipients.
21 May
NewGenIVF up 61% after $100 million AI prediction-market stake

NewGenIVF up 61% after $100 million AI prediction-market stake

AvalonBay Communities and Equity Residential agreed to merge in an all-stock deal, creating a U.S. rental-housing company valued at about $69 billion with over 180,000 apartments. AvalonBay shareholders will own 51.2% of the combined firm, which will be led by AvalonBay CEO Benjamin Schall. The companies expect $125 million in net synergies and plan to close the deal in the second half of 2026.
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21 May
Dow Jones Falls as Bond Yields Signal Trouble for Bulls

Dow 50,000 Watch: Oil, Walmart, Nvidia in Focus

The Dow hovered near 50,000 Thursday as rising oil prices and Treasury yields dampened risk appetite. Brent crude climbed 2.2% to $107.32 a barrel after renewed U.S.-Iran tensions. Walmart shares fell on cautious guidance despite higher sales, while Nvidia’s record results failed to spark a tech rally. The S&P 500 and Nasdaq traded lower in morning action.
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21 May
Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital Jumps After $7.5B AI Lease

Applied Digital shares climbed 17% Thursday after the company signed a $7.5 billion, 15-year AI data-center lease for its Polaris Forge 3 campus. The deal lifts contracted lease revenue to $31 billion, or $73 billion with renewals. Shares reached $46.42, up $6.90, with volume at 18.7 million. Analysts raised price targets but noted risks around execution and customer concentration.
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21 May
Ford Shares on the Move as $3.8 Billion Battery Plan Advances

Ford Shares on the Move as $3.8 Billion Battery Plan Advances

Ford shares rose 0.9% to $13.35 Thursday after a filing showed it assumed a $3.805 billion DOE loan for a Kentucky battery plant and ended a $6.6 billion commitment to BlueOval SK. Ford’s membership in BlueOval SK was redeemed, and a subsidiary acquired interests in two Kentucky battery plants. The loan carries a 4.814% rate and requires Ford to keep $4 billion liquidity. Broader markets were weaker.
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21 May
IREN Stock Jumps Again as Nvidia AI Bet Keeps Buyers Coming Back

IREN Stock Jumps Again as Nvidia AI Bet Keeps Buyers Coming Back

IREN shares jumped 5.7% to $55.71 on Nasdaq Thursday after the company announced a $3.4 billion Nvidia cloud contract and $3.0 billion in convertible-note financing. Trading volume reached about 19.4 million shares, with a market value near $18.6 billion. The gains came as major indexes fell and Nvidia’s stock slipped after earnings. Investors weighed IREN’s AI expansion against dilution and debt risks.
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21 May
Bloom Energy strikes $2.6 billion AI power deal amid grid bottleneck trade

Bloom Energy strikes $2.6 billion AI power deal amid grid bottleneck trade

Nebius agreed to buy up to $2.6 billion in power capacity and electricity from Bloom fuel-cell systems over 10 years. Bloom shares rose 11.7% and Nebius climbed 16.8% after the announcement. The first project, replacing gas turbines, is expected to deliver 328 megawatts of installed capacity this year. Nebius will use Bloom’s on-site systems to speed up data center deployment.
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21 May
Xanadu Jumps on $300 Million Capital Plan

Xanadu Jumps on $300 Million Capital Plan

Xanadu shares rose as much as 8.9% Thursday after the Toronto company announced a $300 million equity facility and a quantum algorithm update. The Nasdaq-listed stock traded at $15.39, up $1.26, on volume of 3.1 million shares. The facility allows Xanadu to sell Class B shares over three years but does not require it. The announcement followed a sector rally sparked by new U.S. quantum funding.
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21 May
GlobalFoundries shares jump after U.S. quantum funding news

GlobalFoundries shares jump after U.S. quantum funding news

GlobalFoundries shares surged 12.7% to $79.75 after the company announced a $375 million letter of intent from the U.S. Department of Commerce to support quantum-chip manufacturing. Trading volume topped 3.4 million shares by mid-morning. The company also launched Quantum Technology Solutions and will pay its first quarterly dividend on July 14. The Nasdaq fell 0.4% in early trading.
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21 May
Apellis Stock Disappears From Nasdaq as Biogen $41 Billion Buyout Faces Final Hurdle

Apellis Stock Disappears From Nasdaq as Biogen $41 Billion Buyout Faces Final Hurdle

Biogen completed its $5.3 billion acquisition of Apellis Pharmaceuticals, ending APLS trading on Nasdaq as of May 15. Former Apellis shareholders receive $41 per share in cash and a contingent value right tied to future Syfovre sales. Biogen shares rose 0.6% early Thursday. The CVR pays only if Syfovre meets specific sales milestones; there is no guarantee of payout.
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21 May
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