Today: 14 May 2026

Khadija Saeed

A dedicated markets reporter, she covers stocks, macroeconomics, and major business developments with a sharp eye for detail and accuracy.

Micron Stock Rally: AI Memory Shortage Sends Market Value Past $850 Billion

Micron Stock Rally: AI Memory Shortage Sends Market Value Past $850 Billion

Micron Technology jumped over 15% Friday to $746.81, pushing its market value near $853 billion, as investors bet on soaring AI data center demand. The company reported fiscal Q2 revenue nearly tripled to $23.86 billion and net income of $13.79 billion. Micron forecast Q3 revenue of $33.5 billion and expects 2026 capital spending above $25 billion. Sandisk also rose more than 16% on similar demand.
9 May 2026
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Dell Stock Surges 13% After Trump Praise — Why AI Servers Are the Bigger Story

Dell Stock Surges 13% After Trump Praise — Why AI Servers Are the Bigger Story

Dell Technologies shares surged 13% to close at $260.46 Friday after Donald Trump urged Americans to “go out and buy a Dell” at a White House event. The stock hit $263.82 intraday on volume over 12 million shares. Dell reported $64 billion in AI-server orders for fiscal 2026 and forecasts $50 billion in AI-server revenue for fiscal 2027. First-quarter results are due May 28.
9 May 2026
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Cisco Stock Jumps Before Earnings as Wall Street Eyes the AI Order Test

Cisco Stock Jumps Before Earnings as Wall Street Eyes the AI Order Test

Cisco shares rose 4.79% to $96.57 Friday ahead of its fiscal third-quarter results, due after markets close May 13. Wall Street expects adjusted earnings of $1.04 per share on $15.56 billion revenue, near the top of Cisco’s guidance. UBS forecasts $1 billion in AI hyperscaler orders but warns higher component costs could pressure margins. Arista Networks, a key rival, reported 35% revenue growth but flagged ongoing supply-chain risks.
9 May 2026
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Humana Stock Jumps 11% as Medicare Advantage Hopes Put HUM Shares Back in Play

Humana Stock Jumps 11% as Medicare Advantage Hopes Put HUM Shares Back in Play

Humana shares surged 11.27% to $274.96 on Friday, following CVS’s raised 2026 profit outlook tied to improved medical-cost control. Humana’s own 2026 forecast remains under pressure from lower Medicare Star Ratings and limited funding. First-quarter revenue rose to $39.65 billion, but adjusted earnings fell to $10.31 per share. The company maintained its full-year adjusted earnings forecast at at least $9 a share.
9 May 2026
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UnitedHealth Stock Is Climbing Again: The Medical-Cost Bet Driving UNH Shares

UnitedHealth Stock Is Climbing Again: The Medical-Cost Bet Driving UNH Shares

UnitedHealth shares rose 2.8% to $379.98 on Friday, marking a third straight gain as investors responded to signs of easing medical-cost pressure. The company reported Q1 revenue of $111.7 billion and raised its full-year adjusted earnings outlook to over $18.25 a share. UnitedHealthcare also announced it will cut prior authorization requirements for 30% of services by the end of 2026. Humana and CVS shares also climbed sharply.
9 May 2026
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Navitas Semiconductor Stock Jumps Again as AI Power Pivot Puts NVTS Back in Focus

Navitas Semiconductor Stock Jumps Again as AI Power Pivot Puts NVTS Back in Focus

Navitas Semiconductor shares jumped 15% Friday to $18.20 after first-quarter revenue rose 18% from the prior quarter to $8.6 million, driven by growth in AI data-center and grid markets. The company’s market value reached $4.2 billion. Needham raised its price target to $21, citing strong results and a shift toward high-power markets. Navitas ended the quarter with $221 million in cash and no debt.
9 May 2026
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Why Western Digital Stock Jumped Again as AI Storage Demand Meets a Sandisk Cleanup

Why Western Digital Stock Jumped Again as AI Storage Demand Meets a Sandisk Cleanup

Western Digital shares climbed 3.5% to $480 late Friday after the company agreed to exchange 653,203 Sandisk shares for 1,865,801 of its own stock, continuing its exit from the flash business. WD reported fiscal Q3 revenue of $3.34 billion, up 45% year over year, and forecast Q4 revenue midpoint at $3.65 billion. Sandisk stock jumped 16.5% to $1,562.34. WD cautioned on demand volatility and supply-chain risks.
9 May 2026
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Amphenol Stock Slides 6% as Dividend, Debt Sale and AI Growth Story Collide

Amphenol Stock Slides 6% as Dividend, Debt Sale and AI Growth Story Collide

Amphenol shares fell 6% to $128.03 Friday on heavy volume, underperforming sector peers. The drop followed record Q1 sales of $7.6 billion and a new €1.1 billion senior notes offering. The company declared a 25-cent quarterly dividend and forecast Q2 sales of $8.1–$8.2 billion. Amphenol faces $290 million in China tax-related obligations this quarter.
9 May 2026
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Destiny Tech100 Stock Jumps as SpaceX IPO Fever Puts Private-Tech Funds Back in Focus

Destiny Tech100 Stock Jumps as SpaceX IPO Fever Puts Private-Tech Funds Back in Focus

Destiny Tech100 shares jumped 21.33% to $54.60 in New York on Friday, extending a steep rally driven by demand for public exposure to private tech firms like SpaceX and OpenAI. The stock closed 173% above its last reported net asset value of $19.97. Trading volume hit 6.7 million shares. The fund’s portfolio includes sizable stakes tied to SpaceX and OpenAI.
9 May 2026
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Redwire Stock Jumps 20% After Record Backlog, But $350 Million Share Plan Looms

Redwire Stock Jumps 20% After Record Backlog, But $350 Million Share Plan Looms

Redwire shares surged 20% Friday after the company reported a record $498.1 million backlog and reaffirmed its 2026 revenue outlook, despite a wider quarterly net loss of $76.5 million. First-quarter revenue rose 58% to $96.97 million, while the Defense Tech segment revenue jumped to $44.3 million, mainly from the Edge Autonomy acquisition. Redwire also filed to sell up to $350 million in stock through an at-the-market program.
9 May 2026
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Stock Market Today: S&P 500, Nasdaq Hit Records as Jobs Report and AI Chip Rally Power Sixth Weekly Win

Stock Market Today: S&P 500, Nasdaq Hit Records as Jobs Report and AI Chip Rally Power Sixth Weekly Win

The S&P 500 closed at 7,398.93 and the Nasdaq at 26,247.08, both record highs, after a U.S. jobs report showed nonfarm payrolls rose by 115,000 in April and unemployment held at 4.3%. AI-linked chip stocks surged, with Intel gaining on reports of a chip deal with Apple. The S&P 500 rose 2.3% for the week, Nasdaq 4.5%. Cloudflare shares fell after a weak forecast.
9 May 2026
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Virgin Galactic Stock Jumps 17% Before Earnings as Cash Burn Becomes the Real Test

Virgin Galactic Stock Jumps 17% Before Earnings as Cash Burn Becomes the Real Test

Virgin Galactic shares surged 17.13% to $2.94 Friday ahead of next week’s earnings and plans to resume commercial spaceflights. The company expects to begin flight tests of its Delta spacecraft in the third quarter and restart commercial service in the fourth. Analysts forecast a first-quarter loss of 79 cents per share and $0.20 million in revenue. Virgin Galactic ended 2025 with $338 million in cash.
8 May 2026
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Mexican Peso Dollar Today: Why Traders Are Watching The 17.20 Level Now

Mexican Peso Dollar Today: Why Traders Are Watching The 17.20 Level Now

The Mexican peso strengthened to near 17.19 per dollar on Friday, its lowest in three weeks, as the dollar weakened despite stronger U.S. jobs data. Banco de México cut its key rate by 25 basis points to 6.50% and signaled an end to its easing cycle. U.S. nonfarm payrolls rose by 115,000 in April, with unemployment steady at 4.3%. The dollar index fell 0.3% to 97.90.
8 May 2026
AST SpaceMobile Stock’s Next Big Test: A SpaceX Launch After BlueBird Loss

AST SpaceMobile Stock’s Next Big Test: A SpaceX Launch After BlueBird Loss

AST SpaceMobile will launch three next-generation BlueBird satellites with SpaceX in mid-June after losing BlueBird 7 on Blue Origin’s New Glenn rocket in April. The company aims to maintain its 2026 rollout, with three Block 2 BlueBirds set for a Falcon 9 and a planned pace of one launch every one to two months. AST shares rose nearly 15% to $75.05 following the announcement. The FCC recently cleared AST for up to 248 satellites.
8 May 2026
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Cisco Systems Stock Jumps Before Q3 Earnings as AI Orders Face a Big Test

Cisco Systems Stock Jumps Before Q3 Earnings as AI Orders Face a Big Test

Cisco shares jumped 4.7% to $96.52 Friday, nearing a record ahead of its fiscal third-quarter earnings report due May 13. Analysts expect adjusted earnings of $1.04 per share on $15.56 billion in revenue. The company last posted $15.3 billion in revenue, citing $2.1 billion in AI infrastructure orders. CEO Chuck Robbins and CFO Mark Patterson will attend investor events through June.
8 May 2026
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Stock Market Today

  • ICG Enterprise Trust buys back 125,000 shares at 1390p each
    May 14, 2026, 2:55 AM EDT. ICG Enterprise Trust Plc repurchased 125,000 of its own shares on 13 May 2026 at an average price of 1390 pence per share. These shares will be held as treasury shares, increasing total treasury holdings to 2,485,221. The total shares in issue, excluding treasury shares, now stand at 61,068,971. This buyback was executed under authority granted at the June 2025 Annual General Meeting, which allows repurchases up to 14.99% of ordinary shares. The company, using Numis Securities Limited as broker, intends to hold these shares in treasury. No premium above net asset value was paid, adhering to regulatory and shareholder guidelines.

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US Stock Market Today: Live Updates 14.05.2026

14 May 2026
LIVEMarkets rolling coverageStarted: May 14, 2026, 12:00 AM EDTUpdated: May 14, 2026, 3:04 AM EDT ICG Enterprise Trust buys back 125,000 shares at 1390p each May 14, 2026, 2:55 AM EDT. ICG Enterprise Trust Plc repurchased 125,000 of its own shares on 13 May 2026 at an average price of 1390 pence per share. These shares will be held as treasury shares, increasing total treasury holdings to 2,485,221. The total shares in issue, excluding treasury shares, now stand at 61,068,971. This buyback was executed under authority granted at the June 2025 Annual General Meeting, which allows repurchases up to 14.99%
Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

14 May 2026
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

14 May 2026
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
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