Today: 14 May 2026

Everspin Stock Jumps After $40 Million Defense MRAM Deal: What Changed

Everspin Stock Jumps After $40 Million Defense MRAM Deal: What Changed

Everspin Technologies shares jumped 25% to $26.99 after announcing a $40 million U.S. defense subcontract with Amentum Services tied to domestic MRAM chip production. The Chandler, Arizona company reported first-quarter revenue of $14.9 million and a narrowed net loss of $0.3 million. The subcontract runs through late 2028 with milestone payments. Everspin’s market value reached about $624 million.
11 May 2026
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Micron Technology Stock Surges as AI Memory Shortage Puts MU at Center of Chip Rally

Micron Technology Stock Surges as AI Memory Shortage Puts MU at Center of Chip Rally

Micron Technology closed Friday at $746.81, up 15.49%, lifting its market value to about $853 billion amid surging demand for memory chips in AI data centers. The company reported fiscal Q2 revenue of $23.86 billion and forecast Q3 revenue of $33.5 billion. Micron and Sandisk shares both jumped over 15% as the Philadelphia Semiconductor Index rose 55% in Q2. Micron will present at the J.P. Morgan tech conference on May 20.
11 May 2026
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Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.05.2026

LIVEMarkets rolling coverageStarted: May 11, 2026, 12:00 AM EDTUpdated: May 11, 2026, 11:59 PM EDT Aisin (TSE:7259) Shares Drop 21% in 3 Months, P/E Ratio Suggests Potential Undervaluation May 11, 2026, 11:59 PM EDT. Aisin's (TSE:7259) share price fell 21.42% over three months and 24.30% year to date, despite a 27.25% return over one year and 90.43% over five years. The stock trades at ¥2,274 with a price-to-earnings (P/E) ratio of 9.6x, below the industry average of 9.7x and well under the peer average of 26.2x, signaling potential undervaluation. A discounted cash flow (DCF) model values the stock at ¥5,156.66,
11 May 2026
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Pfizer Stock Faces a Fresh COVID Patent Overhang as Investors Wait for Its Next Growth Act

Pfizer Stock Faces a Fresh COVID Patent Overhang as Investors Wait for Its Next Growth Act

A Delaware federal judge dismissed Acuitas Therapeutics’ attempt to clear Pfizer and BioNTech’s Comirnaty vaccine from GSK patent claims, citing lack of jurisdiction. The ruling does not address whether Comirnaty infringes GSK’s patents. Pfizer shares last closed at $25.68, down 1.42%. The company reaffirmed 2026 revenue guidance and reported first-quarter revenue of $14.5 billion.
11 May 2026
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The Trade Desk Stock Drops After Weak Q2 Outlook: Why TTD Investors Are Worried Now

The Trade Desk Stock Drops After Weak Q2 Outlook: Why TTD Investors Are Worried Now

The Trade Desk stock fell as low as $19.72 after the company forecast at least $750 million in Q2 revenue, below analyst expectations of $771 million. First-quarter revenue rose 12% to $689 million, but net income dropped to $40 million. Multiple analysts downgraded the stock, citing slower growth and competitive pressure. Trading volume topped 41 million shares.
11 May 2026
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Fluence Energy Stock Soars After A Revenue Miss: The AI Power Bet Behind Wall Street’s Re-Rating

Fluence Energy Stock Soars After A Revenue Miss: The AI Power Bet Behind Wall Street’s Re-Rating

Fluence Energy shares jumped 27.4% Friday, closing at $24.16 after the company announced master supply agreements with two large data-center customers and reported a record $5.6 billion backlog. Order intake doubled year-to-date to $2.0 billion. Quarterly revenue rose 7.7% to $464.9 million, missing analyst estimates, while net loss narrowed to $29.2 million. Analyst upgrades followed the news, with price targets raised as high as $28.
11 May 2026
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Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir shares closed Friday at $137.80, up 0.55%, but still below their pre-earnings level. First-quarter revenue jumped 85% to $1.63 billion, prompting the company to raise its 2026 revenue forecast to as much as $7.66 billion. U.S. revenue more than doubled, driven by defense contracts. Investors remain cautious as the stock trades at a high valuation.
11 May 2026
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Archer Aviation Stock Faces a Crucial Test After UAE Air-Taxi Certification Move

Archer Aviation Stock Faces a Crucial Test After UAE Air-Taxi Certification Move

Archer Aviation’s Midnight aircraft has entered the UAE’s Restricted Type Certificate program, making it the first eVTOL maker on this regulatory track. The company reports Q1 results Monday after U.S. markets close; shares last traded at $6.48. Archer ended 2025 with $1.96 billion in cash but has not secured full FAA certification or generated significant revenue. Joby Aviation remains its main public-market rival.
11 May 2026
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CoreWeave Stock Draws Cathie Wood Buying and a Wells Fargo Target Raise After AI Cloud Selloff

CoreWeave Stock Draws Cathie Wood Buying and a Wells Fargo Target Raise After AI Cloud Selloff

ARK funds bought 113,076 shares of CoreWeave for $12.9 million after the Nvidia-backed firm’s stock fell 11% on weak guidance. CoreWeave reported a $740 million quarterly loss and raised its 2026 capital expenditure forecast to $31 billion. Wells Fargo raised its price target to $155, while Truist kept a Hold rating. CoreWeave’s revenue backlog reached $99.4 billion.
10 May 2026
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SoundHound AI Stock Fell After Record Revenue. Cash Burn Is What Spooked Wall Street

SoundHound AI Stock Fell After Record Revenue. Cash Burn Is What Spooked Wall Street

SoundHound AI shares dropped 7.8% to $8.88 Friday after posting record Q1 revenue of $44.2 million, up 52%, but reporting a wider adjusted EBITDA loss of $26.7 million and lower gross margin. Investors cited concerns over cash burn, margins, and the cost of acquisitions, including the planned $43 million LivePerson deal. The company maintained its 2026 revenue forecast of $225–$260 million.
10 May 2026
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Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

SiamAI denied exporting AI servers to China, following allegations it helped circumvent U.S. export controls on Super Micro Computer and Nvidia chips. Super Micro shares closed Friday at $35.37, up 5.2%. The company reported fiscal Q3 net sales of $10.2 billion and net income of $483 million. U.S. markets reopen Monday, with the stock under scrutiny over export risks.
10 May 2026
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Opendoor Stock Just Got a Hard Profit Test After Q1 Loss Widened

Opendoor Stock Just Got a Hard Profit Test After Q1 Loss Widened

Opendoor Technologies reported a wider first-quarter net loss of $173 million and revenue fell to $720 million, as homes sold dropped to 1,921. The company expects second-quarter adjusted EBITDA to be near break-even and forecasts revenue to rise about 25% from the first quarter. Shares last traded at $5.01, down 31 cents. Gross margin improved to 10.0%, and aged inventory fell to 10%.
10 May 2026
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Eos Energy (EOSE) Stock Jumps 26% Before Q1 Results As Battery Ramp Faces Hard Test

Eos Energy (EOSE) Stock Jumps 26% Before Q1 Results As Battery Ramp Faces Hard Test

Eos Energy Enterprises shares surged 25.9% to $8.01 Friday, with trading volume hitting 53.9 million ahead of its May 13 first-quarter earnings report. The company pre-announced revenue of $56–$57 million, citing record shipments and output. Eos completed factory acceptance testing for its second battery line, targeting initial production by quarter’s end. Alessandro Lagi will become CFO on June 8.
10 May 2026
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SoFi Technologies CEO Buys the Dip After Selloff. Investors Still Want a Bigger Answer

SoFi Technologies CEO Buys the Dip After Selloff. Investors Still Want a Bigger Answer

SoFi CEO Anthony Noto bought 15,878 shares for about $249,769 on May 8, raising his direct stake to 11.93 million shares, according to an SEC filing. The move followed a 12% stock drop after SoFi kept its 2026 revenue outlook unchanged despite record first-quarter results. Net revenue rose 43% to $1.10 billion, net income more than doubled to $166.7 million, and deposits reached $40.2 billion.
10 May 2026
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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.
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