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.

Shopify Stock Falls as Q2 Margin Guide Tests the AI Commerce Bull Case

Shopify Stock Falls as Q2 Margin Guide Tests the AI Commerce Bull Case

Shopify shares fell 7.13% Monday to $102.54 and dropped further in premarket trading Tuesday, extending losses from $127.55 before last week’s earnings. The company beat Q1 estimates with $3.17 billion in revenue and $100.74 billion GMV, but Q2 guidance showed slower growth and continued high spending. Investors reacted to lower margin expectations and a shift in revenue mix toward lower-margin merchant services.
12 May 2026
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GoPro Stock Is Now a Sale Bet as Q1 Losses Expose a Tighter Balance Sheet

GoPro Stock Is Now a Sale Bet as Q1 Losses Expose a Tighter Balance Sheet

GoPro’s board launched a strategic review after receiving unsolicited takeover interest linked to its defense and aerospace efforts. First-quarter revenue fell 26% to $99.1 million, with gross margin dropping to 4.3% and cash at $40.7 million against $99.9 million in debt. The company warned of “substantial doubt” about its ability to continue operating. Shares jumped over 27% in after-hours trading.
12 May 2026
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Target’s selloff says the turnaround rally now has to prove itself

Target’s selloff says the turnaround rally now has to prove itself

Target shares fell 5.44% to $118.44 Monday, marking their steepest one-day drop since August as investors grew cautious ahead of the May 20 earnings report. The decline followed a rally and came amid sector pressure, with 67 of 74 retail ETF components also down. Wall Street questioned whether Target’s rebound outpaced improvements in sales and store traffic. CEO Michael Fiddelke’s turnaround efforts faced renewed scrutiny.
12 May 2026
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Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco shares closed at $98.72 Monday, up 2.23%, ahead of fiscal Q3 results due after the close May 13. Polymarket contracts show traders giving 94% odds Cisco beats $1.04 in adjusted EPS, and 69% odds hyperscaler AI orders top $2 billion, though volumes are thin. Options data imply a 5.8% post-earnings move. Investors are watching whether AI infrastructure demand offsets margin pressure.
12 May 2026
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D-Wave’s Bookings Spike Keeps QBTS in Play, but the Revenue Math Still Has to Catch Up

D-Wave’s Bookings Spike Keeps QBTS in Play, but the Revenue Math Still Has to Catch Up

D-Wave reported first-quarter bookings of $33.4 million, up nearly 2,000% from a year earlier, driven by a $20 million system sale to Florida Atlantic University. Revenue dropped 81% to $2.9 million, and net loss widened to $18.4 million. QBTS shares closed Monday up 6.47% at $24.03. Operating expenses more than doubled to $56.5 million, partly due to the Quantum Circuits acquisition.
12 May 2026
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FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy shares surged 16.35% to a 52-week high of $15.94 Monday, with trading volume tripling the average, as investors bet on fuel cells for powering AI data centers. The company reported Q1 revenue of $30.5 million and a net loss of $26.1 million. FuelCell’s backlog fell to $1.17 billion, and management outlined plans to expand factory capacity in Connecticut. Plug Power and Bloom Energy shares also rose sharply.
12 May 2026
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Navitas Semiconductor Stock Rally Hits $125 Million Test After India GaN Launch

Navitas Semiconductor Stock Rally Hits $125 Million Test After India GaN Launch

Navitas Semiconductor filed to sell up to $125 million in Class A stock through an at-the-market program after its shares surged 24% to $22.65, following an India product launch with Cyient Semiconductors. The share sale, part of a $250 million shelf registration, names Craig-Hallum and UBS as agents. First-quarter revenue rose to $8.6 million, but the company posted a $27.8 million GAAP operating loss.
12 May 2026
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Sega Cancels ‘Super Game’ as Live-Service Gamble Runs Out of Road

Sega Cancels ‘Super Game’ as Live-Service Gamble Runs Out of Road

Sega Sammy has canceled its “Super Game” project and shifted over 100 developers to core franchise teams, citing weak free-to-play performance and losses at Rovio and Stakelogic. The company reported a net loss of ¥5.8 billion for the year ended March 31, despite a 13.7% rise in net sales to ¥487.5 billion. Sega will continue with planned revivals of key titles but most lack release dates.
12 May 2026
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CleanSpark (CLSK) $378 Million Loss Puts Bitcoin Treasury and AI Data Center Pivot on the Clock

CleanSpark (CLSK) $378 Million Loss Puts Bitcoin Treasury and AI Data Center Pivot on the Clock

CleanSpark reported a fiscal Q2 net loss of $378.3 million after a $224.1 million bitcoin fair-value loss and a 24.9% drop in revenue to $136.4 million. The company mined 1,795 bitcoin in the quarter, down from 1,957 a year earlier, with rising energy costs squeezing margins. No revenue was recorded from its new AI and high-performance computing business as of March 31.
12 May 2026
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WORK Medical Technology Group Stock Triples After AI BioToken Deal — What Investors Need to Know

WORK Medical Technology Group Stock Triples After AI BioToken Deal — What Investors Need to Know

WORK Medical Technology Group’s Nasdaq-listed shares surged 206% Monday to $3.92 after announcing an AI partnership with Shanghai Novabioplus Biotechnology. The stock swung between $0.19 and $4.09 before falling 48% in early Tuesday premarket. The companies plan to develop AI-driven models for protein and biological data but disclosed no financial terms or customer details.
12 May 2026
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Microvast Stock Slides After MVST Q1 Earnings: 48% Revenue Drop Raises Liquidity Stakes

Microvast Stock Slides After MVST Q1 Earnings: 48% Revenue Drop Raises Liquidity Stakes

Microvast Holdings reported first-quarter revenue of $60.6 million, down 48% from a year earlier, citing delivery delays and regional pressures. Adjusted results swung to a $14.6 million loss, while cash use rose and the company warned current funds may not cover operations for the next year without new financing. Shares fell about 5% early Tuesday. Gross margin dropped to 31.6% from 36.9%.
12 May 2026
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IonQ Stock Jumps as SkyWater Vote Puts $1.8 Billion Quantum Deal on the Clock

IonQ Stock Jumps as SkyWater Vote Puts $1.8 Billion Quantum Deal on the Clock

IonQ shares rose 15.54% to $56.89 Monday after SkyWater Technology shareholders approved IonQ’s $1.8 billion acquisition. The vote clears a major hurdle, but the deal still needs regulatory approval. SkyWater shareholders will receive $15 in cash and $20 in IonQ stock per share. IonQ reported first-quarter revenue of $64.7 million, up 755% from a year earlier.
12 May 2026
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Rigetti Computing Stock: Revenue Tripled, But One Line Shows Why RGTI Is Still a Quantum Bet

Rigetti Computing Stock: Revenue Tripled, But One Line Shows Why RGTI Is Still a Quantum Bet

Rigetti reported first-quarter revenue of $4.4 million, up from $1.5 million a year earlier, but posted a $26.0 million operating loss as spending on research and system development rose. The company launched its 108-qubit system on major cloud platforms and ended March with $569 million in cash and no debt. Shares closed at $20.51, up 8.29% before results.
12 May 2026
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AST SpaceMobile Stock: Q1 Miss Puts $3.5 Billion Cash Cushion And 2026 Satellite Bet In Focus

AST SpaceMobile Stock: Q1 Miss Puts $3.5 Billion Cash Cushion And 2026 Satellite Bet In Focus

AST SpaceMobile posted a first-quarter net loss of $191 million, with revenue rising to $14.7 million but still missing estimates. The company maintained its 2026 revenue forecast and said three BlueBird satellites remain on track for a mid-June Falcon 9 launch. Cash at quarter’s end stood at $3.46 billion. AST recently received U.S. regulatory approval triggering a $45 million Verizon prepayment.
12 May 2026
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Quantum Computing Stock Jumps After Q1 Revenue Surge, But Core Sales Stay Small

Quantum Computing Stock Jumps After Q1 Revenue Surge, But Core Sales Stay Small

Quantum Computing Inc. shares jumped 14% in premarket trading after first-quarter revenue surged to $3.7 million from $39,000 a year earlier, mainly due to acquisitions of Luminar Semiconductor and NuCrypt. The company posted a $4.1 million net loss and $19.8 million in operating expenses, ending March with $1.4 billion in cash and $16 million in contract backlog.
12 May 2026
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Stock Market Today

  • NGEx Minerals Shares Surge 12.7% on Lunahuasi Drilling Results and Adit Approval
    May 13, 2026, 8:06 PM EDT. NGEx Minerals (TSX:NGEX) shares rose 12.7% after announcing completion of its Phase 4 drilling program at the Lunahuasi copper-gold-silver project in Argentina, featuring high-grade intersections. The company also secured environmental approval for an underground exploration adit, expanding future drilling and sampling options. These developments support the investment narrative that hinges on assay results shaping the potential scale of deposits at Mars, Saturn, Jupiter, and new zones. Despite the positive news, investor caution remains due to ongoing losses, funding needs, and risks that drill results may not translate into an economic mine. Shares remain volatile with a wide valuation range among analysts, reflecting differing views on exploration success and project risk.

Latest articles

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.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
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