Today: 14 May 2026

Why Fluence Energy Stock Is Surging: Data-Center Deals Put $5.6 Billion Backlog in Focus

Why Fluence Energy Stock Is Surging: Data-Center Deals Put $5.6 Billion Backlog in Focus

Fluence Energy shares surged 34% in U.S. premarket trading Thursday after the company reported a record $5.6 billion backlog and new supply deals with two major hyperscalers. Fiscal second-quarter revenue rose 7.7% to $464.9 million, while net loss narrowed to $29.2 million. The company maintained its 2026 outlook and reported total liquidity of about $900 million as of March 31.
7 May 2026
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Why Lumentum’s 90% AI Sales Surge Still Sent Its Stock Lower

Why Lumentum’s 90% AI Sales Surge Still Sent Its Stock Lower

Lumentum Holdings shares dropped 5% after reporting fiscal Q3 revenue of $808.4 million, up 90% year over year, and beating profit estimates but missing revenue expectations. Nvidia’s $2 billion investment in March deepened Lumentum’s role in AI data center supply chains. CEO Michael Hurlston said demand for high-speed lasers outpaces supply by over 30%. The company guided Q4 revenue to $960 million–$1.01 billion.
7 May 2026
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Whirlpool Stock Crashes 20% After Iran War Warning, Dividend Halt and Appliance Price Hikes

Whirlpool Stock Crashes 20% After Iran War Warning, Dividend Halt and Appliance Price Hikes

Whirlpool shares fell about 20% in early trading Thursday after the company cut its 2026 profit outlook, suspended its dividend, and blamed the Iran war for a steep drop in U.S. demand. First-quarter net sales dropped 9.6% to $3.27 billion, with a net loss of $85 million. Whirlpool announced price increases of over 10% in April and 4% in July. North American appliance revenue fell 7.5%, while EBIT plunged 96%.
7 May 2026
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GM Recall Alert: 40,440 Brake-Fluid Units Flagged Over Sediment Risk

GM Recall Alert: 40,440 Brake-Fluid Units Flagged Over Sediment Risk

Charleston and Dominion Energy began cutting nearly 200 palmetto trees near power lines in the Eastside neighborhood, pledging to plant five new trees for each one removed. The work comes during South Carolina’s Hurricane Preparedness Month, as utilities rush to clear vegetation before hurricane season starts June 1. City officials say the trees cannot be pruned once they reach utility clearance zones.
7 May 2026
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Trump’s Gas Price ‘Nuclear Option’ Faces Iran-Hormuz Test as Oil Falls Below $100

Trump’s Gas Price ‘Nuclear Option’ Faces Iran-Hormuz Test as Oil Falls Below $100

Brent crude fell below $100 a barrel Thursday as the U.S. and Iran moved toward a limited war halt, but U.S. gasoline prices remained high at $4.558 a gallon, AAA said. The White House is not seriously considering limits on oil exports, according to cabinet officials. U.S. crude inventories dropped by 2.3 million barrels last week, with distillate stocks at their lowest since 2005.
7 May 2026
McDonald’s Q1 Earnings Beat Has One Catch: Value Meals Still Face a U.S. Test

McDonald’s Q1 Earnings Beat Has One Catch: Value Meals Still Face a U.S. Test

McDonald’s first-quarter revenue rose 9% to $6.517 billion, beating estimates, while global comparable sales increased 3.8%. U.S. same-store sales grew 3.9%, driven by higher average checks, but traffic was uneven. Systemwide sales reached over $34 billion, with loyalty-member sales topping $9 billion. New menu items and value offers boosted spending, though U.S. sales growth missed Wall Street’s target.
7 May 2026
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Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Mizuho Securities raised price targets for Micron Technology to $740 and Western Digital to $550, citing surging AI-driven memory demand. Micron shares rose 4.2% premarket to $666.59, Western Digital gained 3.8% to $483.15. Analyst Vijay Rakesh projected Micron HBM revenue to reach $35.7 billion by 2028. Micron began shipping a 245-terabyte SSD for AI and cloud workloads.
7 May 2026
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Fortinet Stock Surges 12% as Q1 Beat and 2026 Guidance Put AI Security Demand Back in Focus

Fortinet Stock Surges 12% as Q1 Beat and 2026 Guidance Put AI Security Demand Back in Focus

Fortinet shares jumped 12.3% premarket after first-quarter earnings and revenue beat estimates, with adjusted EPS at 82 cents on $1.85 billion revenue. Billings rose 31% to $2.09 billion, and product revenue climbed 41% to $645 million. The company raised its 2026 outlook, now guiding for up to $7.87 billion in annual revenue. CEO Ken Xie cited strong demand and AI-driven security threats.
7 May 2026
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DoorDash’s $100 Million Gas Bill Shows the Price of Keeping Drivers on the Road

DoorDash’s $100 Million Gas Bill Shows the Price of Keeping Drivers on the Road

DoorDash will spend about $100 million on gas relief for drivers in the first half of 2026 as U.S. fuel prices climb, with $50 million booked in Q1 and over $50 million expected in Q2. Shares rose 11% in premarket trading after the company forecast higher second-quarter order value. First-quarter orders rose 27% to 933 million, but revenue missed analyst estimates. CFO Ravi Inukonda said some investments were delayed to fund the program.
7 May 2026
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US Stock Market Today Premarket: S&P 500, Nasdaq Futures Near Records as Oil Slide Tests AI Rally

US Stock Market Today Premarket: S&P 500, Nasdaq Futures Near Records as Oil Slide Tests AI Rally

S&P 500 and Nasdaq futures hovered near record highs early Thursday after both indexes closed at records Wednesday, boosted by chip stocks. Oil prices fell further as talks progressed on a limited U.S.-Iran deal, with Brent crude trading near $98 a barrel. Weekly U.S. jobless claims are due at 8:30 a.m. ET. Friday’s payrolls report is seen as the main test for the Federal Reserve.
7 May 2026
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Corning Stock Is Suddenly an AI Trade: Inside Nvidia’s $500 Million Fiber Bet

Corning Stock Is Suddenly an AI Trade: Inside Nvidia’s $500 Million Fiber Bet

Nvidia acquired $500 million in Corning warrant rights as part of a multiyear optical-connectivity agreement. Corning will build three U.S. plants, increase optical capacity tenfold, and add over 3,000 jobs. Corning shares jumped nearly 12% premarket, while Nvidia rose 5.7%. The deal ties Corning’s fiber business more closely to AI data-center expansion.
7 May 2026
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Publix Leadership Shake-Up: Todd Jones Retires After 46 Years But Keeps Board Seat

Publix Leadership Shake-Up: Todd Jones Retires After 46 Years But Keeps Board Seat

Publix Super Markets executive chairman Todd Jones will retire from that role May 31 after 46 years, remaining as board chairman, the company said. The announcement follows first-quarter results showing sales up 2% to $16.1 billion but net earnings down 21.5% to $794 million, partly due to federal drug-pricing changes. CEO Kevin Murphy said Jones will continue to provide leadership in his board role.
7 May 2026
Primerica Q1 Earnings Beat Wall Street, But A Life Insurance Slowdown Is Hiding In The Numbers

Primerica Q1 Earnings Beat Wall Street, But A Life Insurance Slowdown Is Hiding In The Numbers

Primerica reported first-quarter adjusted operating earnings of $5.96 per share and revenue of $872.3 million, both above Wall Street estimates. Net income rose 12% to $190.1 million. Investment and Savings Products sales hit a record $4.3 billion, up 22%, while new life insurance policies issued fell 14% to 74,054. New recruits dropped 17% to 84,217 for the quarter.
7 May 2026
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Stock Market Today

  • Silvercorp Metals Rises 21.2% on Oversubscribed RMB 1.5B Loan Deal
    May 14, 2026, 11:22 AM EDT. Silvercorp Metals Inc. surged 21.2% after securing a RMB 1.5 billion (US$220 million) three-year syndicated loan led by Standard Chartered Bank. The loan, twice oversubscribed, supports funding for corporate and international operations in Kyrgyzstan and Ecuador. While boosting liquidity, the financing does not eliminate risks related to China operations, cost inflation, and regulatory uncertainty. FY2027 production guidance and capital needs highlight the loan's role in sustaining growth rather than transforming the business. Analysts project 2028 revenues of around US$504 million with earnings near US$143 million, but fair value estimates suggest the stock might be overvalued. Investors should weigh fresh data carefully amid varying outlooks and emerging project milestones.

Latest articles

US Stock Market Live: Why Wall Street Is Hitting Records Even With Inflation Running Hot

US Stock Market Live: Why Wall Street Is Hitting Records Even With Inflation Running Hot

14 May 2026
The S&P 500 and Nasdaq hit new intraday highs Thursday, led by gains in Nvidia and Cisco. April retail sales rose 0.5%, while jobless claims increased to 211,000. Cisco shares surged after raising its annual revenue forecast and reporting $5.3 billion in AI infrastructure orders. Rate-cut odds for June remained low, with market pricing near a 97% chance the Fed holds.
IREN Stock Rises as $2.6 Billion Debt Deal Tests Its Nvidia AI Ambitions

IREN Stock Rises as $2.6 Billion Debt Deal Tests Its Nvidia AI Ambitions

14 May 2026
IREN Limited shares climbed 4.7% to $57.75 in New York after the company priced $2.6 billion in 1.00% convertible senior notes due 2033, up from a $2 billion plan. The offering, expected to close May 14, follows a $3.4 billion AI cloud services contract and a strategic partnership with Nvidia. IREN reported a $247.8 million net loss for the March quarter. JPMorgan raised its price target to $46 but maintained an Underweight rating.
Redwire Stock Jumps Again as $498 Million Backlog Puts Defense Growth Back in Play

Redwire Stock Jumps Again as $498 Million Backlog Puts Defense Growth Back in Play

14 May 2026
Redwire shares jumped nearly 14% to $13.04 Thursday after reporting first-quarter revenue up 57.9% to $97 million and reaffirming its 2026 sales outlook. The company ended March with a $498.1 million backlog but posted a $76.5 million net loss. Redwire also launched a $350 million at-the-market share program, raising dilution concerns.
Apellis Pharmaceuticals Vanishes From Nasdaq as Biogen’s Rare-Disease Bet Takes Over

Apellis Pharmaceuticals Vanishes From Nasdaq as Biogen’s Rare-Disease Bet Takes Over

14 May 2026
Biogen closed its $5.3 billion acquisition of Apellis Pharmaceuticals, making Apellis a wholly owned subsidiary and ending its Nasdaq listing. Apellis shareholders receive $41 per share in cash plus a contingent value right tied to Syfovre sales. Biogen gains Syfovre and Empaveli, which generated $689 million in 2025 revenue. Biogen funded the deal with $2 billion in unsecured term loans.
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