Today: 22 June 2026

Khadija Saeed

Khadija Saeed is a financial markets reporter at TS2.tech, specializing in stocks, technology and emerging industries. She studied economics and finance at the London School of Economics and previously worked in market research before moving into financial journalism. Her coverage focuses on the companies, innovations and economic trends influencing global investors.

Nebius Stock Rally Hits a Crucial $18 Billion AI Test Before Q1 Earnings

Nebius Stock Rally Hits a Crucial $18 Billion AI Test Before Q1 Earnings

Nebius Group shares jumped $13.93 to $190.98 in U.S. trading Monday, nearing record highs ahead of its May 13 quarterly report. The Nasdaq-listed AI cloud firm has reported major deals with Meta and Microsoft, and secured a $2 billion investment from Nvidia. Wall Street raised price targets, with B of A Securities lifting its target to $205. Nebius closed a $4.34 billion convertible debt round in March to fund aggressive data center expansion.
11 May 2026
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Pfizer Stock Rebound Bet: Why the Beaten-Down Healthcare Giant Is Back in Focus

Pfizer Stock Rebound Bet: Why the Beaten-Down Healthcare Giant Is Back in Focus

Pfizer shares rose 1.5% to $26.07 Monday morning after a first-quarter earnings beat and reaffirmed 2026 outlook, but the stock remains weighed down by looming patent expirations on key drugs. Investors are watching whether new cancer and obesity treatments, including the $10 billion Metsera deal, can offset losses. Pfizer’s dividend yield stands near 6.5% after a 50% drop from 2021 highs. Net income fell year-over-year as COVID product sales declined.
11 May 2026
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BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

BigBear.ai director Dorothy Hayes sold 15,000 shares for $61,575 on May 8, leaving her with 204,150 shares, according to an SEC filing. The sale came days after the company reported a $281.9 million backlog and reaffirmed 2026 revenue guidance. BigBear.ai posted first-quarter revenue of $34.4 million, down 1% year-over-year. The stock traded near $4.18, down 27% over six months.
11 May 2026
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Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia shares rose 2% to $219.51 Monday, valuing the company at $5.38 trillion, as investors awaited first-quarter results due May 20. Stock-split speculation resurfaced after a recent article, though analysts said another split is not imminent. Nvidia and IREN last week announced AI infrastructure and cloud contracts worth a combined $5.5 billion. Alphabet is reportedly closing in on Nvidia’s market value.
11 May 2026
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ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

KeyBanc maintained an Underweight rating and $85 price target on ServiceNow after the company projected over $30 billion in subscription revenue by 2030. ServiceNow’s first-quarter subscription revenue rose 22% to $3.67 billion, but KeyBanc flagged slowing bookings growth. Shares traded at $93.13 early Monday, up 2.1%. ServiceNow’s Now Assist AI product reached $750 million in annual contract value.
11 May 2026
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GCT Semiconductor Stock Moves Before Q1 Earnings as Satellite 5G Deal Raises Stakes

GCT Semiconductor Stock Moves Before Q1 Earnings as Satellite 5G Deal Raises Stakes

GCT Semiconductor shares rose to $1.88 in early extended trading Monday, up from Friday’s $1.70 close, after announcing a satellite reference-platform agreement. The company reports first-quarter results after the U.S. market closes May 12. Analysts expect a loss of 13 cents per share on $1.77 million revenue. GCT did not disclose the satellite customer or financial terms.
11 May 2026
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Ramp’s $40 Billion Funding Push Could Rewire the Corporate Card Race

Ramp’s $40 Billion Funding Push Could Rewire the Corporate Card Race

Ramp is in talks to raise $750 million at a valuation above $40 billion, the Wall Street Journal reported, citing sources. Existing investors GIC and Iconiq Capital are expected to co-lead the round, which remains open. The proposed valuation is at least 25% higher than Ramp’s $32 billion mark in November. Ramp reported over $1 billion in annualized revenue and more than 50,000 customers last year.
11 May 2026
Lumentum’s Nasdaq-100 Breakthrough Turns AI Optics Stock Into Must-Watch Index Trade

Lumentum’s Nasdaq-100 Breakthrough Turns AI Optics Stock Into Must-Watch Index Trade

Lumentum Holdings will enter the Nasdaq-100 on May 18, replacing CoStar Group. Lumentum shares were indicated at $903.80 early Monday, valuing the company at about $86.9 billion after a 145% gain this year. The company reported fiscal Q3 revenue up 90% to $808.4 million and forecast Q4 revenue up to $1.01 billion. Nvidia recently invested $2 billion in Lumentum and made a multibillion-dollar purchase commitment.
11 May 2026
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IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Ltd. shares dropped 9.43% to $55.43 in U.S. premarket trading Monday after the company announced a proposed $2 billion convertible-note sale. The move follows last week’s Nvidia partnership, which gave Nvidia rights to buy up to 30 million IREN shares at $70 each. IREN’s latest quarter showed revenue falling to $144.8 million and a net loss widening to $247.8 million.
11 May 2026
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Nike Stock Gets a Fresh Institutional Signal. The Market Still Looks Split

Nike Stock Gets a Fresh Institutional Signal. The Market Still Looks Split

Nicholas Company disclosed a 123,652-share Nike stake worth $6.53 million as of March 31, even as short interest in Nike rose to 4.67% of shares on loan by May 1. Nike shares traded at $44.14 before Monday’s open, near a 52-week low. Wells Fargo downgraded Nike and cut its price target, citing risks from GLP-1 weight-loss drugs. CEO Elliott Hill and director John Rogers recently bought shares, SEC filings show.
11 May 2026
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Applied Digital Just Spun Out ChronoScale: What CHRN Means for APLD Stock Now

Applied Digital Just Spun Out ChronoScale: What CHRN Means for APLD Stock Now

Applied Digital’s cloud unit began trading as ChronoScale (CHRN) on Nasdaq, with Applied keeping about 97% ownership after contributing the business to EKSO Bionics and investing $15.75 million. ChronoScale opened at $15.57, while Applied Digital last traded at $41.25. Applied also secured a $300 million bridge loan led by Goldman Sachs for its North Dakota data center. The company reported Q3 revenue of $126.6 million and a net loss of $100.9 million.
11 May 2026
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Silver Price Rally Faces a CPI Test That Could Decide Its Next Breakout

Silver Price Rally Faces a CPI Test That Could Decide Its Next Breakout

Silver traded at $80.45 an ounce in London on Monday after its strongest week of 2026, up 6.61%. Traders are watching Tuesday’s U.S. CPI report, which could move yields, the dollar, and metals. A break above $83 may signal further gains; failure risks a drop toward $70. The silver market faces a sixth straight annual deficit, according to industry data.
11 May 2026
Oklo Stock Faces Its Next Big Test as Q1 Earnings Follow Fast NRC Win

Oklo Stock Faces Its Next Big Test as Q1 Earnings Follow Fast NRC Win

Oklo Inc. will report first-quarter results Tuesday after market close, days after U.S. regulators approved key design criteria for its Aurora nuclear powerhouse in Idaho. Analysts expect a quarterly loss of 19 cents per share; Oklo ended 2025 with about $1.4 billion in cash and securities. Shares traded at $72.51 before U.S. markets opened. CEO Jacob DeWitte and CFO Craig Bealmear will host a call at 5 p.m. ET.
11 May 2026
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Helport AI Stock Jumps Nearly 50% Premarket as HPAI Draws Fresh Trader Interest

Helport AI Stock Jumps Nearly 50% Premarket as HPAI Draws Fresh Trader Interest

Helport AI shares surged 49.1% to $1.47 in U.S. premarket trading Monday, with volume spiking to 6.98 million shares, despite no new company announcement. The stock had dropped 81.9% over the past year and hit a record low last week. Helport last disclosed an April 9 partnership with QuickCEP to build an AI agent product for global brands. The company reported 2025 revenue of $34.9 million, with net income down 74.8%.
11 May 2026
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Stock Market Today

  • NuScale Power Stock Near Lows Amid Small Modular Reactor Growth Prospects
    June 21, 2026, 7:09 PM EDT. NuScale Power (NYSE: SMR) remains near its yearly low around $12, despite holding the only small modular reactor (SMR) design approved by the U.S. Nuclear Regulatory Commission. SMRs, compact nuclear reactors with flexible site placement, are gaining attention as a potential game-changer in electricity generation. NuScale's regulatory lead and recent 6 GW deployment deal with Tennessee Valley Authority highlight growth potential, though commercial operations and revenue remain years away. The stock's volatility between $8 and $57 reflects high uncertainty in this pre-revenue phase. Analysts advise a long-term investment horizon of 10 years or more, recommending small portfolio positions due to risks in regulatory processes and project timelines. Investors face a balanced risk-reward scenario with upside tied to the pace of SMR commercial adoption.

Latest articles

Cognizant (NASDAQ: CTSH) Slides 10% as Nasdaq-100 Exit Nears

Cognizant (NASDAQ: CTSH) Slides 10% as Nasdaq-100 Exit Nears

22 June 2026
Cognizant shares plunged 10.49% to $43.70, erasing $2.4 billion in equity value—more than its $2 billion 2026 buyback target—after Accenture’s narrowed growth outlook, a Berenberg downgrade, and looming Nasdaq-100 removal, even as S&P 500 and Nasdaq rallied; investors now eye Q2 guidance as the next key test.
Pentagon Could Outpace Tech Giants on Small Nuclear Projects

Pentagon Could Outpace Tech Giants on Small Nuclear Projects

22 June 2026
Valar Atomics’ Ward 250 became the first DOE-authorized advanced reactor built outside a national lab to achieve criticality, signaling a shift as U.S. defense demand accelerates small nuclear deployment, with the Army allocating over $2 billion for microreactors—moving the sector from policy to production and raising near-term demand expectations.
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