Today: 15 May 2026

Khadija Saeed

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

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America acted as structuring agent and financial advisor on a $16 billion financing for an Oracle-linked data center in Saline Township, Michigan. The bank sold $14 billion in bonds for the project, with Blackstone contributing $2 billion in equity. PIMCO bought about $10 billion of the bonds. Local opposition over power use and environmental impact continues.
Constellation Energy Stock Faces New Spotlight After Trump Bond Disclosure and AI Power Push

Constellation Energy Stock Faces New Spotlight After Trump Bond Disclosure and AI Power Push

Donald Trump’s latest financial disclosure showed purchases of Constellation Energy corporate bonds in March, according to forms released Friday. Constellation shares closed at $313.53, up 7.1%, valuing the company near $98 billion. The company recently completed its Calpine acquisition, expanding its power capacity to 55 gigawatts. The disclosure did not specify exact bond purchase amounts.
26 April 2026
Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Stock Slips Again: Why PLUG’s May Earnings Test Now Matters

Plug Power Inc. shares fell 1.26% to $3.14 on Friday, extending a two-day slide and leaving the stock 31% below its 52-week high. The company reported $5.5 million in positive gross profit for the fourth quarter and a 12.9% rise in 2025 revenue. Plug recently won a contract for a 275-megawatt electrolyzer system in Quebec and agreed to sell its Project Gateway site for at least $132.5 million.
US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

US Stock Market Week Ahead: Why Wall Street’s Record Rally Faces Its Biggest Test This Week

Microsoft, Alphabet, Amazon, Meta, and Apple will report earnings this week as the Federal Reserve meets, with Jerome Powell possibly presiding over his final meeting as chair. Senator Thom Tillis said Sunday he would advance Kevin Warsh’s nomination to replace Powell after a Justice Department probe ended. The S&P 500 and Nasdaq closed at record highs Friday. Key inflation data is due Thursday.
COHR Stock Faces a May Test After CFO’s $702,000 Sale

COHR Stock Faces a May Test After CFO’s $702,000 Sale

Coherent Corp CFO Sherri Luther sold 2,000 shares for $702,000 on April 22, according to an SEC filing. The sale comes ahead of Coherent’s fiscal third-quarter results, set for May 6. Coherent shares last traded at $336.09, below Luther’s sale price of $351. Nvidia invested $2 billion in Coherent in March, securing future access to laser and optical networking products.
26 April 2026
Trump Media Shake-Up Deepens: DJT Board Adds Trump Allies as New CEO Gets Stock Grant

Trump Media Shake-Up Deepens: DJT Board Adds Trump Allies as New CEO Gets Stock Grant

Trump Media disclosed interim CEO Kevin McGurn will earn $125,000 a month for nine months and receive 146,198 restricted stock units, according to a Friday filing. Meredith O’Rourke and Boris Epshteyn joined the board effective April 24. Devin Nunes has exited all roles, with separation terms including accelerated vesting of 96,721 RSUs. DJT shares last traded at $9.35.
26 April 2026
AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT underwriters bought 1.28 million additional shares at $64.25 each, raising $82.5 million and bringing total gross proceeds to about $632.5 million. The funds will expand indium phosphide wafer capacity at Beijing Tongmei, its China-based subsidiary. AXT expects first-quarter revenue of $26–28 million and a net loss of up to $2.6 million. Shares closed at $76.16 on April 24.
Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic shares fell 6.9% to $12.665 after expanding its stock-sale program to $51.4 million. The company reported 2025 net sales of $236,855 and a net loss of $20.3 million, with no significant commercial revenue expected before 2027. Lightwave has sold 8.08 million shares for $35 million under the program. Recent partnerships include GlobalFoundries and Tower Semiconductor for silicon photonics development.
Amkor Stock’s 7% Jump Raises the Bar for Q1 Earnings and AI Packaging Demand

Amkor Stock’s 7% Jump Raises the Bar for Q1 Earnings and AI Packaging Demand

Amkor Technology shares jumped 7.1% Friday to close at $78.10 ahead of Monday’s first-quarter earnings report. The company guided for Q1 net sales of $1.60–$1.70 billion and earnings of 18–28 cents a share, while Wall Street expects $1.63 billion and 23 cents. Amkor plans $2.5–$3.0 billion in 2026 capital spending, mainly for high-density fan-out packaging.
Infleqtion Stock Faces a Fresh Test After 30.5 Million-Share Shift by Early Backers

Infleqtion Stock Faces a Fresh Test After 30.5 Million-Share Shift by Early Backers

LCP Quantum-linked funds distributed over 30.5 million Infleqtion Inc. shares to investors, ending their status as 10% owners, according to a Friday filing. Infleqtion shares fell 5% to $13.27 after the move. The company, which went public in February, reported $32.5 million in 2025 revenue and a $35.3 million operating loss. Infleqtion recently won a $2 million DARPA contract for quantum software development.
26 April 2026
Duolingo Stock’s Next Big Test Is One Week Away as AI Bet Draws Fresh Scrutiny

Duolingo Stock’s Next Big Test Is One Week Away as AI Bet Draws Fresh Scrutiny

Faruqi & Faruqi said Sunday it is investigating potential claims against Duolingo Inc. after the company’s stock fell sharply following its pivot to user growth and AI investment. Duolingo’s shares closed Friday at $103.45, far below their 52-week high of $544.93. The company will report first-quarter results on May 4. Goldman Sachs recently cut its price target on Duolingo to $100.
Silicon Motion Stock Jumps Before Q1 Earnings As Dividend Date Nears

Silicon Motion Stock Jumps Before Q1 Earnings As Dividend Date Nears

Silicon Motion shares closed at $153.46, up 8.1% Friday ahead of first-quarter earnings due April 28. The company confirmed a $0.50-per-ADS dividend for May 21, record date May 7. Management previously guided Q1 revenue of $292 million to $306 million, up as much as 84% from a year earlier. Wall Street expects $1.28 per share in earnings and $299.53 million in revenue.
Nokia Oyj Stock Faces a Fresh Test After AI Orders Light Up Earnings

Nokia Oyj Stock Faces a Fresh Test After AI Orders Light Up Earnings

Nokia shares will trade ex-dividend on April 27 after first-quarter operating profit jumped 54% to 281 million euros, beating analyst forecasts. AI and cloud customers accounted for 8% of sales, with orders from that segment rising 49% to 1 billion euros. U.S.-listed ADRs closed at $10.46 on Friday, up 1.2%. Nokia maintained its full-year profit target.
BMNR Stock: BitMine’s $24 Million Ethereum Deal Puts Its 5% ETH Bet Back in Focus

BMNR Stock: BitMine’s $24 Million Ethereum Deal Puts Its 5% ETH Bet Back in Focus

The Ethereum Foundation sold 10,000 ether to Bitmine Immersion Technologies in a private transaction at $2,387 per token, totaling about $23.9 million. Bitmine aims to hold 5% of all ether and reported 4.12% of supply as of April 19. BMNR last traded at $22.14 on Friday; ether was near $2,334 on Sunday. The Foundation said proceeds will fund research, development, and grants.
Constellation Energy’s Three Mile Island Restart Faces a 73-Million-Gallon Test

Constellation Energy’s Three Mile Island Restart Faces a 73-Million-Gallon Test

Constellation Energy’s plan to restart the former Three Mile Island Unit 1 faces local scrutiny over a request to draw up to 73.2 million gallons daily from the Susquehanna River. The Susquehanna River Basin Commission is accepting public comments until May 4 after a hearing drew opposition. The plant, now called Crane Clean Energy Center, is tied to a 20-year power deal with Microsoft. Constellation targets a 2027 restart, pending approvals.
Nike’s 1,400 Job Cuts Reveal the Hard Part of Its Sneaker Comeback

Nike’s 1,400 Job Cuts Reveal the Hard Part of Its Sneaker Comeback

Nike will cut about 1,400 global operations jobs, nearly 2% of its workforce, with technology roles most affected. The company is consolidating tech work at its Beaverton campus and in India as part of a broader restructuring. Nike reported flat third-quarter revenue at $11.3 billion and expects sales to drop up to 4% this quarter. Severance costs have reached $304 million so far.
26 April 2026
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Stock Market Today

  • GameStop Deal Fizzles, Rising Consumer Loans, and Limits on Pre-IPO AI Investments
    May 15, 2026, 4:16 AM EDT. GameStop and eBay planned partnership has collapsed, marking another setback for the retailer. Consumer debt is climbing as more individuals take out loans for routine expenses, reflecting tightening finances. Meanwhile, retail investors remain shut out from pre-IPO shares of AI startups like OpenAI and Anthropic, which continue to restrict early access to wealthy or institutional buyers before going public. This trio of developments signals challenges in retail investment access and consumer financial strain.

Latest articles

Bitcoin Rises as U.S. Crypto Bill Clears Key Hurdle—But the Rally Has a Catch

Bitcoin Rises as U.S. Crypto Bill Clears Key Hurdle—But the Rally Has a Catch

15 May 2026
The Senate Banking Committee advanced the Digital Asset Market Clarity Act by a 15-9 vote, sending the crypto regulation bill to the full Senate. Bitcoin traded near $80,837 after hitting $81,974, while Coinbase, Robinhood, and Strategy shares each rose about 5%. Polymarket priced a 68% chance the bill becomes law this year. All committee Republicans backed the bill, joined by two Democrats.
Why Nvidia, Cisco, Cerebras, Boeing and Biogen Are the US Stocks to Watch Today

Why Nvidia, Cisco, Cerebras, Boeing and Biogen Are the US Stocks to Watch Today

15 May 2026
Cisco will cut nearly 4,000 jobs and raised its annual revenue forecast after AI infrastructure orders hit $5.3 billion. Nvidia shares remain sensitive to U.S.-China chip policy after U.S. officials cleared Chinese firms to buy H200 processors, though no shipments have occurred. Cerebras debuted with a $5.55 billion IPO, opening at $350 per share. Boeing shares fell after China pledged to buy 200 jets, fewer than expected.
Why Europe Stock Markets Are Falling Today: Oil Shock Puts ECB Rate Hikes Back in Play

Why Europe Stock Markets Are Falling Today: Oil Shock Puts ECB Rate Hikes Back in Play

15 May 2026
European stocks fell Friday, with the STOXX 600 down 0.8% as stalled U.S.-Iran talks pushed oil prices higher and reignited inflation fears. German Bund yields rose to 3.11%, while Italian 10-year yields hit 3.87%. Economists and prediction markets expect the European Central Bank to raise rates in June. LVMH shares slipped after agreeing to sell Marc Jacobs in a deal valued up to $850 million.
Silver Price Forecast: Why Silver Just Fell Below $80 — and What Happens Next

Silver Price Forecast: Why Silver Just Fell Below $80 — and What Happens Next

15 May 2026
Spot silver fell 5.9% to $78.53 an ounce Friday, dropping below $80 as rising oil prices stoked inflation fears and boosted the dollar. U.S. rate-cut expectations faded, pressuring non-yielding metals. LBMA analysts forecast a $79.57 average for 2026, while HSBC projects $75. Brent crude rose 6.2% this week, trading above $106 a barrel.
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