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.

Hims & Hers Stock Rallies After JPMorgan Bets On Its GLP-1 Pivot

Hims & Hers Stock Rallies After JPMorgan Bets On Its GLP-1 Pivot

Hims & Hers shares jumped about 9% Friday after JPMorgan initiated coverage with an overweight rating and a $35 price target. The move comes as Hims announced access to Eli Lilly’s Zepbound and Foundayo through LillyDirect, though the company said it is not affiliated with Lilly. Hims shares recently traded at $30.70. The company serves about 2.5 million subscribers.
24 April 2026
Constellation Energy Stock Jumps as Microsoft-Backed Three Mile Island Restart Hits a Grid Fight

Constellation Energy Stock Jumps as Microsoft-Backed Three Mile Island Restart Hits a Grid Fight

PJM’s independent market monitor urged FERC to reject Constellation’s waiver request for restarting the former Three Mile Island Unit 1, now called Crane. The move threatens Constellation’s plan to supply Microsoft-linked data centers in 2027. Constellation shares rose 7.2% despite the regulatory challenge. FERC will decide whether Constellation can transfer grid rights from Eddystone units to Crane.
24 April 2026
Atomera Stock Jumps Nearly 50% After Synopsys Deal Puts GaN Chip Tech in Focus

Atomera Stock Jumps Nearly 50% After Synopsys Deal Puts GaN Chip Tech in Focus

Atomera shares surged 49% to $9.20 midday Friday after the company said it expanded its Synopsys partnership to model gallium nitride devices for RF and power chips. Trading volume topped 24 million shares, lifting Atomera’s market value to about $288 million. The announcement comes ahead of Atomera’s May 5 first-quarter results, with investors still seeking signs of commercial revenue. No financial terms were disclosed.
24 April 2026
CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO Michael Intrator sold $35.8 million in company shares this week, according to an SEC filing, after the stock’s sharp rise. The sale, under a pre-set trading plan, involved 307,693 shares at prices between $114.71 and $120.33. Shares traded at $112.46 Friday, down 4.2%. Chief strategy officer Brian Venturo also disclosed $130.4 million in sales by related entities.
StoneCo (STNE) Stock Slides as $2.53 Special Dividend Hits: What Investors Need to Know

StoneCo (STNE) Stock Slides as $2.53 Special Dividend Hits: What Investors Need to Know

StoneCo shares dropped 16.3% to $12.18 Friday after trading ex-dividend for a $2.53-per-share extraordinary cash payout, totaling about R$3.08 billion. Shareholders approved 2025 accounts and board changes, including naming Mateus Scherer Schwening CEO. The dividend follows the sale of Linx. StoneCo reported 2025 adjusted gross profit up 13.5% to R$6.3 billion and payment volume up 8.7% to R$560.9 billion.
Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Cadence shares rose 5.2% to $330.66 Friday, rebounding after a 5.21% drop Thursday. The move followed news that Cadence expanded its AI chip design collaboration with TSMC, covering advanced process nodes. Investors await Cadence’s first-quarter earnings report Monday. Rosenblatt reiterated a Buy rating and set a $360 price target.
TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds

TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds

TSMC shares closed at a record NT$2,185 in Taipei Friday, up 5.05%, after Taiwan eased single-stock limits for local equity funds and active ETFs. The rule change allows these funds to invest up to 25% in companies like TSMC, which makes up over 40% of the market. TSMC also announced a new A13 chip roadmap and expanded U.S. packaging plans. MediaTek and UniMicron shares also rose sharply.
24 April 2026
AEye Stock Jumps After Craig-Hallum Buy Rating Puts LIDR Turnaround in Focus

AEye Stock Jumps After Craig-Hallum Buy Rating Puts LIDR Turnaround in Focus

AEye Inc. shares surged over 30% Friday after Craig-Hallum initiated coverage with a buy rating and $3.50 target. The stock traded at $2.25 in early afternoon, with volume topping 97 million shares. AEye reported 2025 revenue of about $230,000 and a $34 million net loss, with 16 active customers. Paul Berton, formerly of Lucid Motors, joined as vice president of operations and quality.
US Stock Market Today: Nasdaq Hits Record as Intel AI Rally Outruns Dow

US Stock Market Today: Nasdaq Hits Record as Intel AI Rally Outruns Dow

Nasdaq climbed 1.5% to 24,805.83 and the S&P 500 gained 0.68% at mid-session Friday, while the Dow slipped 0.33%. Intel surged over 20% after projecting second-quarter revenue above estimates, sparking a rally in chip stocks. U.S. consumer sentiment hit a record low in April, keeping inflation concerns in focus. Brent crude traded at $104.62, down 0.43%.
Eos Energy Enterprises Sets Q1 Earnings Date as EOSE Stock Jumps — May 13 Is the Real Test

Eos Energy Enterprises Sets Q1 Earnings Date as EOSE Stock Jumps — May 13 Is the Real Test

Eos Energy Enterprises will report first-quarter results before the U.S. market opens May 13, after previewing revenue of $56 million to $57 million and a 17% rise in shipments. Shares traded at $7.78, up 12%, with volume at 25.6 million. Eos recently signed a joint development deal with TURBINE-X for AI power infrastructure. The company’s second battery line completed factory acceptance testing last quarter.
Charter Communications Stock Plunges After Broadband Losses Rattle Wall Street

Charter Communications Stock Plunges After Broadband Losses Rattle Wall Street

Charter Communications shares fell 22% Friday after the company lost 120,000 internet customers in the first quarter, double last year’s loss and worse than analyst forecasts. Revenue slipped 1% to $13.6 billion; net income dropped to $1.16 billion. The stock traded at $187.65, down $54.13. Charter is still seeking California approval to close its $34.5 billion Cox Communications deal.
24 April 2026
Eli Lilly’s New Weight-Loss Pill Has an Early Problem: Novo’s Head Start

Eli Lilly’s New Weight-Loss Pill Has an Early Problem: Novo’s Head Start

Eli Lilly’s new oral weight-loss drug Foundayo was prescribed 3,707 times in its second week on the U.S. market, well below Novo Nordisk’s oral Wegovy, which saw 18,410 prescriptions in the same period after launch. Lilly shares fell about 4% following the data, while Novo Nordisk’s U.S. shares rose nearly 6%. Foundayo was approved by the FDA on April 1 and began shipping April 6.
Why Cheetah Net Stock Jumped Today: CTNT Deal, Heavy Volume and Dilution Risk

Why Cheetah Net Stock Jumped Today: CTNT Deal, Heavy Volume and Dilution Risk

Cheetah Net Supply Chain Service Inc. shares surged Friday, trading over 2.09 billion shares after the company agreed to buy Hong Kong-based Super International Trading Limited for $4.98 million in cash. The stock rose to $0.0547, up 2.16 cents. The deal includes a $10 million annual revenue commitment from the target. Cheetah recently set up a $70 million at-the-market stock sale program.
24 April 2026
Keel Infrastructure’s Paraguay Sale Puts Former Bitfarms’ AI Data Center Bet on the Clock

Keel Infrastructure’s Paraguay Sale Puts Former Bitfarms’ AI Data Center Bet on the Clock

Keel Infrastructure Corp. sold its 70-megawatt Paso Pe site in Paraguay for about $13 million, well below the original price of up to $30 million, finalizing its exit from Latin America. The sale follows Keel’s U.S. redomiciliation and rebrand from Bitfarms as it shifts from Bitcoin mining to AI data-center infrastructure. Keel shares rose 5.4% to $3.42 in New York. The company reported a net loss of $284.5 million for 2025.
Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door

Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door

Tempus AI Inc. announced a collaboration with the Keck School of Medicine of USC to integrate its molecular testing and trial-matching tools into USC’s health system, covering over 1.5 million patient visits annually. Financial terms were not disclosed. Tempus shares traded at $51.70 midday Friday, valuing the company at about $9 billion. The partnership will initially focus on precision oncology across USC hospitals and clinics.
Novo Nordisk Stock Gets Wegovy Pill Boost as Eli Lilly’s Foundayo Starts Slow

Novo Nordisk Stock Gets Wegovy Pill Boost as Eli Lilly’s Foundayo Starts Slow

Novo Nordisk’s Wegovy pill recorded 18,410 U.S. prescriptions in its second week, far outpacing Eli Lilly’s Foundayo at 3,707, according to IQVIA data cited by analysts. Novo’s shares rose $2.24 to $40.76, while Lilly’s fell $35.26 to $882.39. Novo said its oral semaglutide lowered HbA1c by 0.83 points more than placebo in a trial of adolescents with type 2 diabetes. The company plans to seek regulatory approval for pediatric use in 2026.
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Stock Market Today

  • Cerebras IPO Soars 68% on Day 1 Amid AI Chip Demand, Raises $5.55 Billion
    May 15, 2026, 7:50 AM EDT. Cerebras (CBRS) debuted on Nasdaq with a 68% closing gain above its $185 IPO price, closing at $311 after opening at $385. The AI chipmaker raised $5.55 billion in an oversubscribed offering, valuing it near $67 billion by Day 1. Cerebras designs the Wafer Scale Engine 3, the largest AI processor with 4 trillion transistors and 900,000 cores, serving clients like OpenAI and Meta. The stock trades at a high 130 times sales on $510 million revenue expected in 2025, with the company nearing operating cash flow breakeven. A 180-day lockup expires in November 2026, posing potential share supply risks as insiders hold large stakes. Investors face a buy or wait decision amid strong demand and high valuation.

Latest articles

SolarEdge Stock Jumps 17% as Tax-Credit Deadline Puts SEDG Turnaround Back on Watch

SolarEdge Stock Jumps 17% as Tax-Credit Deadline Puts SEDG Turnaround Back on Watch

15 May 2026
SolarEdge Technologies shares surged 17.47% to $50.24 on Thursday as investors anticipated a spike in orders ahead of a July 4 U.S. solar tax-credit deadline. CEO Yehoshua Nir told a Deutsche Bank conference that demand rose in March and April. First-quarter revenue reached $310.5 million, with a net loss of $57.4 million. Maoz Sigron will become CFO on May 31, replacing Asaf Alperovitz.
Smart Powerr Stock Surges 257%: The Nasdaq Delisting Fight Behind CREG’s Wild Move

Smart Powerr Stock Surges 257%: The Nasdaq Delisting Fight Behind CREG’s Wild Move

15 May 2026
Smart Powerr Corp.’s shares fell to $0.4868 in Friday premarket trading after closing up 257% at $0.7143 Thursday, driven by speculation over a possible Nasdaq delisting delay. The stock remained below Nasdaq’s $1 minimum bid-price rule, keeping its listing at risk. Trading volume surged to 500.7 million shares Thursday from 5.8 million the day before. Smart Powerr reported $262,509 in 2025 sales.
AEP Stock Sale Swells Toward $3 Billion as Data-Center Power Boom Tests Utilities

AEP Stock Sale Swells Toward $3 Billion as Data-Center Power Boom Tests Utilities

15 May 2026
American Electric Power’s stock sale grew to nearly $3 billion after underwriters exercised options for 3.07 million additional shares, SEC filings showed. The move follows AEP’s decision to raise its 2026–2030 capital plan to $78 billion amid surging demand from data centers and industrial users. Shares fell 3% Wednesday on dilution concerns. AEP expects to receive proceeds by May 2028 upon settlement of forward contracts.
Dow Back Above 50,000 as Nvidia, Cisco AI Rally Faces Friday Yield Shock

Dow Back Above 50,000 as Nvidia, Cisco AI Rally Faces Friday Yield Shock

15 May 2026
U.S. stock futures dropped early Friday, with Dow E-minis down 0.66%, S&P 500 E-minis off 1.07%, and Nasdaq 100 E-minis falling 1.56% after record closes. Cisco shares jumped 13.4% Thursday on strong earnings and a raised revenue forecast. The 10-year Treasury yield reached 4.54%, and Brent crude climbed to $109 a barrel as the Strait of Hormuz stayed closed. Investors await Nvidia and retailer earnings next week.
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