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.

IBM Stock Gets Citi Buy Call Despite Worst Start Since 2002 as BofA Cuts Target Ahead of Earnings

IBM Stock Gets Citi Buy Call Despite Worst Start Since 2002 as BofA Cuts Target Ahead of Earnings

Sandisk shares jumped 7.2% to $912.82 on Monday after Nasdaq said it will join the Nasdaq-100, replacing Atlassian before April 20. The move follows Sandisk’s return to public markets in February 2025 and comes amid surging demand for AI data storage. The reshuffle takes effect before the April 20 open, with new Nasdaq-100 rules set for May 1.
Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

Salesforce faced renewed attention after reports of stake reductions by Choreo LLC and Sumitomo Mitsui Trust Group, based on SEC filings from January that reflected year-end positions. Choreo held 27,733 shares and Sumitomo Mitsui 2,478,864 shares as of December 31. The reported cuts amounted to about 35% and 8.6%, respectively. Salesforce shares rose 3.4% Monday, while broader software stocks remain down for the year.
13 April 2026
Sandisk Stock Jumps as Nasdaq-100 Adds AI Storage Winner, Atlassian Exits

Sandisk Stock Jumps as Nasdaq-100 Adds AI Storage Winner, Atlassian Exits

Sandisk shares jumped 7.3% to $913.56 after Nasdaq said the company will join the Nasdaq-100 on April 20, replacing Atlassian. The move follows strong demand for AI-related data storage and analyst price target hikes. Atlassian exits as software stocks slump, with its shares down 65% this year. Sandisk reports fiscal third-quarter results on April 30.
Did the New York Times Really Unmask Satoshi Nakamoto? Adam Back Denies Bitcoin Founder Claim as Doubts Persist

Did the New York Times Really Unmask Satoshi Nakamoto? Adam Back Denies Bitcoin Founder Claim as Doubts Persist

Adam Back, British cryptographer and Blockstream CEO, again denied being Bitcoin creator Satoshi Nakamoto after renewed media scrutiny, including a New York Times report naming him the top candidate. No hard proof has emerged. Bitcoin traded near $71,580 Monday, with Satoshi’s suspected holdings worth about $78.7 billion. Markets showed little reaction to the speculation.
13 April 2026
CoreWeave stock jumps again after Anthropic AI deal adds to $21 billion Meta pact

CoreWeave stock jumps again after Anthropic AI deal adds to $21 billion Meta pact

CoreWeave shares rose 7.5% to $109.64 on Monday after announcing a deal to supply Anthropic with AI computing capacity. The stock had already surged over 13% Friday on news of the agreement. CoreWeave also disclosed a new $21 billion order from Meta last week and priced $5.25 billion in new debt to fund expansion. Financial terms of the Anthropic contract were not disclosed.
Morgan Stanley’s Lowest-Fee Bitcoin ETF Is Just the Start as Bank Eyes Tokenization, Tax Tools

Morgan Stanley’s Lowest-Fee Bitcoin ETF Is Just the Start as Bank Eyes Tokenization, Tax Tools

Morgan Stanley is considering tokenized money-market funds and digital-asset tax tools just days after launching its MSBT bitcoin ETP, which drew $61.8 million in its first three sessions. MSBT, listed on NYSE Arca, charges a 0.14% sponsor fee, the lowest among U.S. bitcoin ETPs. The bank has also filed for Bitcoin, Ethereum, and Solana trusts. Coinbase and BNY handle custody for MSBT.
13 April 2026
Stock Market Today: US Futures Slide Before the Bell as Oil Tops $100; Goldman Falls, Exxon and Baker Hughes Rise

Stock Market Today: US Futures Slide Before the Bell as Oil Tops $100; Goldman Falls, Exxon and Baker Hughes Rise

U.S. stock futures fell Monday as failed U.S.-Iran talks pushed Brent crude to $102.52 and U.S. oil to $104.22 a barrel. Dow futures dropped 1.06%, S&P 500 0.63%, and Nasdaq 0.62% by 8:32 a.m. ET. Goldman Sachs beat profit estimates but slid 4% premarket, while energy shares rose and travel stocks declined on higher fuel costs.
Super Micro Stock Faces Fresh Test as China Probe Casts Shadow Over Nvidia Ties

Super Micro Stock Faces Fresh Test as China Probe Casts Shadow Over Nvidia Ties

Super Micro Computer shares traded at $25.26 early Monday as the company faces a board-led probe into alleged diversions of servers to China. U.S. prosecutors in March accused three former associates of routing $2.5 billion in AI technology through Taiwan and Southeast Asia. Super Micro says the men no longer have ties to the firm. Shareholders will vote on directors, including CEO Charles Liang, at a virtual meeting April 15.
Asia Flight Delays and Cancellations Latest: Tokyo, Singapore, Dubai Show Low Disruption as Gulf Route Cuts Persist

Asia Flight Delays and Cancellations Latest: Tokyo, Singapore, Dubai Show Low Disruption as Gulf Route Cuts Persist

Major Asian airports showed low delays Monday, with no regionwide shutdown, according to Cirium FlightStats. Emirates and Dubai Airports reported some cancellations and delays after a partial UAE airspace closure. Singapore Airlines and Cathay Pacific have suspended Dubai flights into June. Jet fuel shortages and longer routes are driving up costs, with India facing added pressure from Dubai’s flight restrictions.
ServiceNow Stock Slides as UBS Warns AI Threat Is Bigger Than First Thought

ServiceNow Stock Slides as UBS Warns AI Threat Is Bigger Than First Thought

UBS downgraded ServiceNow to neutral from buy and cut its price target to $100 from $170, citing AI disruption risk and weaker demand for non-AI software. ServiceNow shares traded at $83.00 before the bell Monday, down 7.6% from the previous close and 44% lower year-to-date. The company has added AI features across all products. Bernstein reiterated an Outperform rating.
Trump Orders Iran Blockade as Oil Nears $150 in Europe and Stocks Slip

Trump Orders Iran Blockade as Oil Nears $150 in Europe and Stocks Slip

Europe’s immediate-delivery crude surged to nearly $150 a barrel and U.S. stock futures dropped after the U.S. ordered a blockade on Iranian port traffic, set to begin at 1400 GMT. North Sea Forties crude hit a record $148.87, while Brent rose above $100. Shipping through the Gulf showed disruption, with tankers rerouting and Tehran warning of retaliation. Dow, S&P 500, and Nasdaq futures all fell before the open.
13 April 2026
Palantir Technologies (PLTR) Stock Rebounds After Cathie Wood Buys the Dip, but AI Rival Fears Linger

Palantir Technologies (PLTR) Stock Rebounds After Cathie Wood Buys the Dip, but AI Rival Fears Linger

Palantir Technologies rose 2% in premarket trading Monday after ARK Invest bought 85,485 shares worth $11.15 million across five ETFs. The move follows a sector-wide selloff triggered by concerns over new AI tools like Anthropic’s Claude Mythos. Palantir reported 70% fourth-quarter revenue growth and expects up to $7.2 billion in 2026 revenue. The stock traded at about 99 times projected 2026 earnings on Monday.
NVIDIA Stock Rises on TSMC AI Demand Signal, but Amazon and Google Loom

NVIDIA Stock Rises on TSMC AI Demand Signal, but Amazon and Google Loom

Nvidia shares climbed $4.60 to $188.63 Monday after analysts flagged record profits at supplier TSMC, driven by AI demand. Nvidia reported record quarterly revenue of $68.1 billion, with $62.3 billion from data centers. Amazon and Broadcom signaled growing competition in AI chips. Samsung, SK Hynix, and Micron reported tight high-bandwidth memory supply as prices rose.
Upcoming Stock Splits This Week: Nasdaq Reverse Splits Pile Up as Booking, Powell and Pashupati Stand Apart

Upcoming Stock Splits This Week: Nasdaq Reverse Splits Pile Up as Booking, Powell and Pashupati Stand Apart

NextPlat, MultiSensor AI, Cenntro, and Quince Therapeutics will begin trading Monday on a reverse-split basis, with ratios ranging from 1-for-10 to 1-for-60. Several other Nasdaq-listed firms, including Huachen AI Parking and Akanda, are also set for reverse splits. Last week saw forward splits from Booking Holdings and Powell Industries. Cenntro and Quince both disclosed ongoing Nasdaq compliance concerns.
Sensex Slides 703 Points, Nifty Ends Below 23,850 as Oil Tops $100 After U.S.-Iran Talks Fail

Sensex Slides 703 Points, Nifty Ends Below 23,850 as Oil Tops $100 After U.S.-Iran Talks Fail

The Sensex fell 702.68 points to 76,847.57 and the Nifty 50 dropped 207.95 points to 23,842.65 as Brent crude surged nearly 8% to $102.8 a barrel. The rupee slid 0.7% to 93.3750 per dollar, its sharpest decline in two weeks. Reliance Industries, HPCL, and BPCL shares dropped after the government raised export duties. Indian markets will be closed Tuesday for a local holiday.
MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

MARA Holdings shares rose 1.7% to $9.67 Thursday despite Cantor Fitzgerald cutting its price target to $10. The company recently sold 15,133 bitcoin for $1.1 billion and agreed to repurchase $1 billion in convertible notes at a discount. MARA is expanding into AI and cloud infrastructure, but fourth-quarter revenue fell 6% and it posted a $1.7 billion net loss.
CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

Meta Platforms signed a new $21 billion deal with CoreWeave for AI cloud computing capacity through 2032, according to a securities filing. CoreWeave shares rose 3.4% in after-hours trading. The agreement adds to a $14.2 billion commitment disclosed last September. CoreWeave also launched $3 billion in convertible notes and upsized a senior-notes deal to $1.75 billion.
Tesla Revives Cheaper EV Push With New Compact SUV as Sales Pressure Builds

Tesla Revives Cheaper EV Push With New Compact SUV as Sales Pressure Builds

Tesla is developing a lower-cost compact SUV, with initial production planned for Shanghai, Reuters reported Thursday. The company built 408,386 vehicles and delivered 358,023 in the first quarter, leaving its widest gap in at least four years. Reuters said the new SUV likely will not reach production this year. Tesla did not respond to questions about the project.
NIO ES9 Price Starts at 528,000 Yuan as Flagship SUV Bet Faces China EV Slump

NIO ES9 Price Starts at 528,000 Yuan as Flagship SUV Bet Faces China EV Slump

NIO opened pre-orders for its ES9 flagship SUV Thursday, pricing it at 528,000 yuan with battery or 420,000 yuan under its Battery-as-a-Service plan. March deliveries rose 136% year-on-year, but NIO’s U.S. shares fell 4.9% after the announcement. The ES9 enters a shrinking premium SUV market in China, competing with Li Auto and Aito. CEO William Li warned chip shortages could add up to 10,000 yuan per vehicle.
Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power Stock Climbs After 2026 Profit Push, Up to $200M Cost-Cut Plan

Plug Power shares rose 2.5% to $2.715 Thursday after the company reaffirmed its target of positive EBITDAS by end-2026 and projected up to $200 million in savings from Project Quantum Leap. The update followed a major electrolyzer project win in Quebec and investor meetings in Toronto and Montreal. Plug reported 2025 revenue of $710 million and a fourth-quarter gross profit of $5.5 million.
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Stock Market Today

  • American Rare Earths Shows Strong Cash Position to Support Growth Plans
    May 15, 2026, 5:30 PM EDT. American Rare Earths (ASX:ARR) holds AU$26 million in cash with zero debt as of December 2025, providing a 2.3-year cash runway based on its AU$12 million annual cash burn. Despite a 23% increase in cash burn over the past year, the company's strong cash position gives it a prudent runway to support its early-stage growth without immediate funding concerns. With a market capitalization of AU$236 million, American Rare Earths appears well-positioned to raise further capital if needed to continue its growth trajectory.

Latest articles

Tonix Pharmaceuticals Stock Jumps as Lyme Disease Antibody Data Put 2027 Trial in Focus

Tonix Pharmaceuticals Stock Jumps as Lyme Disease Antibody Data Put 2027 Trial in Focus

15 May 2026
Tonix Pharmaceuticals filed new Phase 1 modeling data showing its experimental Lyme disease antibody, TNX-4800, could maintain serum levels above a proposed protective threshold for six months with a two-dose regimen. Shares rose $1.65 to $15.74 Friday. The company plans a Phase 2 trial in 2027, pending FDA agreement. No Lyme vaccine is currently available in the U.S.
AXT Stock’s AI Rally Hits Governance Snag as Annual Meeting Is Pushed to June

AXT Stock’s AI Rally Hits Governance Snag as Annual Meeting Is Pushed to June

15 May 2026
AXT adjourned its 2026 annual meeting after failing to reach a quorum, rescheduling for June 4. The company seeks shareholder approval to raise authorized common shares to 120 million from 70 million. Shares closed at $123.78, up 7.65%, after a volatile session. China’s export controls on indium phosphide remain a key risk for AXT’s business.
Hyperscale Data Climbs on $5 Million Tender Offer; Spotlight Turns to 10-Q

Hyperscale Data Climbs on $5 Million Tender Offer; Spotlight Turns to 10-Q

15 May 2026
Hyperscale Data plans a tender offer to buy up to $5 million of Class A shares at $0.21 each, above the last GPUS trade at $0.146. The company reported a preliminary first-quarter net loss of about $30 million on revenue of $44 million and filed a late notice for its Form 10-Q. The offer is pending board and regulatory approval.
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