Today: 14 May 2026

US Stock Market Today: Nasdaq Hits Record as Oil Retreats and Earnings Lift Wall Street

US Stock Market Today: Nasdaq Hits Record as Oil Retreats and Earnings Lift Wall Street

The S&P 500 rose 0.83% to 7,260.23 and the Nasdaq gained 1% as tech shares led a rebound, while Brent crude fell 3.31% to $110.65. LSEG data showed first-quarter S&P 500 earnings growth above 18%, with 83% of companies beating estimates. Job openings dropped but hiring surged in March. The Federal Reserve kept rates steady, citing inflation and Middle East uncertainty.
5 May 2026
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Lumentum Stock Is Up 1,400%: Wall Street Just Raised the AI Bet Before Earnings

Lumentum Stock Is Up 1,400%: Wall Street Just Raised the AI Bet Before Earnings

Lumentum shares traded near $1,016 Tuesday, up 4%, after Stifel and Loop Capital raised price targets to $1,100 and $1,400 ahead of the company’s fiscal Q3 report. The stock has surged 1,444% over the past year. Lumentum previously guided for Q3 revenue of $780 million to $830 million and adjusted earnings of $2.15 to $2.35 a share. Results are due after the market close.
5 May 2026
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POET Technologies Stock Jumps 30% as Marvell Order Fallout Becomes a Legal Test

POET Technologies Stock Jumps 30% as Marvell Order Fallout Becomes a Legal Test

POET Technologies shares surged 30% to $9.25 in heavy Nasdaq trading Tuesday after a securities class action was filed over the company’s disclosure of canceled Marvell-linked orders. The lawsuit, filed in New Jersey federal court, names POET, CEO Suresh Venkatesan, and CFO Thomas Mika as defendants. POET said Marvell canceled all Celestial AI purchase orders on April 23, citing confidentiality breaches.
5 May 2026
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Sterling Infrastructure Stock Rockets as Data Center Boom Sends Q1 Revenue Up 92%

Sterling Infrastructure Stock Rockets as Data Center Boom Sends Q1 Revenue Up 92%

Sterling Infrastructure shares jumped nearly 47% late Tuesday morning after first-quarter revenue surged 92% to $825.7 million, driven by data center and semiconductor projects. Net income rose to $96 million, or $3.09 per share. The company raised its 2026 revenue forecast to up to $3.8 billion and said E-Infrastructure work made up 72% of first-quarter revenue. Backlog reached $3.8 billion at March 31.
5 May 2026
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DigitalOcean Stock Jumps 36% After AI Cloud Growth Sends 2026 Guidance Higher

DigitalOcean Stock Jumps 36% After AI Cloud Growth Sends 2026 Guidance Higher

DigitalOcean shares surged 36% Tuesday after the company raised its 2026 and 2027 revenue forecasts, citing higher demand for AI workloads and larger contracts. First-quarter revenue climbed 22% to $258 million, while net income dropped 59% to $16 million. The company increased its credit facility by $112.5 million and completed an $888 million share offering, using $500 million to repay debt.
5 May 2026
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Digi Power X Stock Jumps as $1.1 Billion Cerebras Deal Puts Alabama AI Campus in Play

Digi Power X Stock Jumps as $1.1 Billion Cerebras Deal Puts Alabama AI Campus in Play

Digi Power X signed a 10-year, $1.1 billion agreement with Cerebras Systems to host a 40-megawatt AI data center campus in Columbiana, Alabama. The deal could reach $2.5 billion with renewals. Digi Power X shares jumped about 30% to $5.145 in late-morning trading. Construction on the first phase is set to begin immediately, with initial service targeted for December 2026.
5 May 2026
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American Airlines Pilots Just Made United’s Dead Merger Pitch Harder to Ignore

American Airlines Pilots Just Made United’s Dead Merger Pitch Harder to Ignore

American Airlines’ pilots union called United CEO Scott Kirby’s rejected merger proposal a “bold vision,” increasing pressure on American’s leadership but stopping short of endorsing a deal. Antitrust concerns remain the main obstacle. American’s board has already dismissed merger talks, citing risks to competition and consumers. Shares of both airlines rose Tuesday after the union’s remarks.
5 May 2026
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Sandisk Stock Keeps Surging on the AI Storage Boom — But the Earnings Call Flashed a Warning

Sandisk Stock Keeps Surging on the AI Storage Boom — But the Earnings Call Flashed a Warning

Sandisk shares rose 9.3% to $1,372.33 Tuesday after reporting fiscal Q3 revenue of $5.95 billion, up 251% year-over-year, and GAAP net income of $3.62 billion. The company signed five long-term supply deals worth over $11 billion, now covering more than a third of projected 2027 memory sales. Data-center revenue jumped 233% sequentially to $1.47 billion.
5 May 2026
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Nasdaq Rally Gets Its AI Spark Back as Intel, Micron, Alphabet and SanDisk Jump

Nasdaq Rally Gets Its AI Spark Back as Intel, Micron, Alphabet and SanDisk Jump

The Nasdaq rose 0.83% Tuesday morning as chip and tech shares rallied, with Intel jumping 14.4% after reports of Apple talks. SanDisk reported a 251% revenue surge and forecast strong fourth-quarter sales, citing datacenter demand. Oil prices fell, easing pressure on rate-sensitive tech stocks. April gains set records, with the S&P 500 up 10.4% and the SOX index up 38.4%.
5 May 2026
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Netflix’s $25 Billion Buyback Looks Big. Microsoft’s $190 Billion AI Capex Bill Looks Bigger

Netflix’s $25 Billion Buyback Looks Big. Microsoft’s $190 Billion AI Capex Bill Looks Bigger

Netflix’s board approved an extra $25 billion in share buybacks after the company ended talks to buy Warner Bros Discovery assets and received a $2.8 billion breakup fee. On Tuesday, Netflix shares fell 2.3% to $88.89, while Microsoft dropped 0.8% and PulteGroup rose 2.6%. Microsoft plans $190 billion in AI and cloud spending this year. PulteGroup and Mobileye also expanded buybacks following stock declines.
5 May 2026
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SMH ETF Nears Record As AI Chip Boom Raises One Big Valuation Question

SMH ETF Nears Record As AI Chip Boom Raises One Big Valuation Question

VanEck Semiconductor ETF (SMH) traded at $520.28 late Tuesday morning, near a record high, up $13.49 from its previous close. The fund’s net asset value rose 40.69% this year and 140.37% over one year through May 4, with total assets at $59.12 billion. Intel, a major SMH holding, jumped $13.72 to $109.50 after reports of talks with Apple. TSMC reported Q1 revenue up 40.6% year-over-year to $35.90 billion.
5 May 2026
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Take-Two’s GTA 6 Bet Is Getting Bigger as Wall Street Tests the $80 Question

Take-Two’s GTA 6 Bet Is Getting Bigger as Wall Street Tests the $80 Question

Take-Two Interactive shares fell about 1% Tuesday after speculation over Grand Theft Auto VI’s possible $80 launch price. Rockstar lists the game for Nov. 19, 2026, on PlayStation 5 and Xbox Series X|S, with no PC version announced. CEO Strauss Zelnick called expectations “exciting and terrifying,” and said AI has not yet reduced development costs. Take-Two reports fiscal results May 21.
5 May 2026
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Xanadu Quantum Technologies Limited Stock Faces a 294 Million-Share Test as EV Group Deal Lands

Xanadu Quantum Technologies Limited Stock Faces a 294 Million-Share Test as EV Group Deal Lands

Xanadu Quantum Technologies and EV Group announced a partnership to scale manufacturing of photonic quantum chips, a day after Xanadu shares fell 60% following the registration of nearly 294 million shares for resale. Xanadu will not receive proceeds from these sales. The company’s first quarterly report as a public firm is due May 14. Shares last traded at $13.90, down 0.6% on Tuesday.
5 May 2026
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SoundHound AI (SOUN) Stock Slides as OASYS Launch Puts Q1 Earnings in Focus

SoundHound AI (SOUN) Stock Slides as OASYS Launch Puts Q1 Earnings in Focus

SoundHound AI shares fell 4.3% to $9.06 on Tuesday after launching its OASYS self-learning AI system ahead of Thursday’s earnings report. The company is expected to post a first-quarter loss of 5 cents per share on $42.7 million in revenue, with options traders bracing for an 18% swing after results. SoundHound’s market value stands at about $3.73 billion. The stock has gained over 40% in the past month but remains slightly down for the year.
5 May 2026
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Strategy Stops Buying Bitcoin After $7.5 Billion Spree Ahead of Earnings

Strategy Stops Buying Bitcoin After $7.5 Billion Spree Ahead of Earnings

Strategy Inc did not buy bitcoin last week, pausing after a three-month spree that added over 100,000 tokens to its balance sheet. The company disclosed it held 818,334 bitcoin as of May 3 and raised $82 million by selling 492,210 Class A shares. No preferred shares were sold during the week. Strategy is set to report first-quarter results after the U.S. market close on Tuesday.
5 May 2026
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Figma Stock Faces a Crucial AI Test as Earnings Loom

Figma Stock Faces a Crucial AI Test as Earnings Loom

Figma shares traded near $20 early Tuesday, down sharply from a 52-week high of $142.92, as investors awaited first-quarter results due May 14. The company forecast Q1 revenue of $315–$317 million, up 38% year-over-year, with AI features under scrutiny for their impact on growth and costs. Analyst price targets have dropped, with consensus at “Hold.” Competitors include Adobe and Google’s new Stitch tool.
5 May 2026
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Pinterest Stock Jumps After AI Ad Tools Lift Revenue Forecast Above Wall Street

Pinterest Stock Jumps After AI Ad Tools Lift Revenue Forecast Above Wall Street

Pinterest forecast second-quarter revenue of $1.133 billion to $1.153 billion, above analyst expectations, sending shares up 15% in after-hours trading. First-quarter revenue rose 18% to $1.008 billion, with global monthly active users reaching a record 631 million. The company reported a net loss of $74 million and adjusted EBITDA of $207 million for the quarter.
5 May 2026
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Duolingo Stock Drop Shows Why Investors Are Questioning Its AI Learning Bet

Duolingo Stock Drop Shows Why Investors Are Questioning Its AI Learning Bet

Duolingo shares dropped over 12% in premarket trading Tuesday after the company forecast slower bookings and lower margins for the year, despite beating first-quarter estimates. Revenue rose 27% to $292 million, daily active users hit 56.5 million, and net income reached $43.5 million. Management said returns on new AI features may not appear until 2027 or later.
5 May 2026
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UPS Stock Hit as Amazon Opens Logistics Network in Direct Challenge to Parcel Giant

UPS Stock Hit as Amazon Opens Logistics Network in Direct Challenge to Parcel Giant

UPS shares fell 10.5% to $96.31 after Amazon opened its logistics network to outside businesses, intensifying competition in parcel delivery and freight. FedEx shares dropped 9.1%. Amazon’s new service already counts Procter & Gamble and 3M as users. UPS is cutting Amazon-related volume and shifting focus to higher-margin business shipments.
5 May 2026
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Stock Market Today

  • Assurant (AIZ) Seen as Modestly Undervalued Amid Growth Potential
    May 14, 2026, 5:33 PM EDT. Assurant (AIZ) shares have surged roughly 13% over the past three months, closing at $242.61, drawing investor attention. The company reported $13.16 billion in annual revenue and net income near $991.6 million. Analysts estimate the stock trades about 11% below the average price target of $260, suggesting a 6.7% undervaluation. This outlook is driven by gains in device protection, international expansion, and partnerships, supporting future revenue and recurring earnings growth. However, risks remain from potential regulatory challenges on lender-placed housing products and competition in mobile device protection from tech rivals and original equipment manufacturers. Investors are advised to weigh these factors carefully before acting.

Latest articles

Rackspace Stock Jumps 26% As AMD AI Deal Tests RXT Turnaround Story

Rackspace Stock Jumps 26% As AMD AI Deal Tests RXT Turnaround Story

14 May 2026
Rackspace shares surged 26.34% to close at $7.29 on Thursday, hitting a 52-week high of $7.65 before slipping to $7.15 after hours. The rally followed first-quarter profit and a memorandum with AMD to build AI infrastructure, though the company still reported a non-GAAP loss and uneven segment growth. Trading volume topped 39 million shares. Analyst Keith Bachman maintained a Hold rating with a $5 target.
Nvidia Stock Hits Record as U.S. Clears H200 China Sales — But No Chips Have Shipped

Nvidia Stock Hits Record as U.S. Clears H200 China Sales — But No Chips Have Shipped

14 May 2026
Nvidia shares rose 4.4% to $235.74 after U.S. officials cleared about 10 Chinese firms, including Alibaba and Tencent, to buy its H200 AI chips, though no deliveries have occurred. CEO Jensen Huang is in Beijing as investors await Nvidia’s May 20 earnings report. Approved Chinese buyers can each purchase up to 75,000 chips under U.S. licensing terms. Lenovo confirmed its approval; Nvidia and other firms declined comment.
Figma Stock Pops After AI Tools Drive A Bigger 2026 Revenue Forecast

Figma Stock Pops After AI Tools Drive A Bigger 2026 Revenue Forecast

14 May 2026
Figma raised its 2026 revenue forecast by $55 million to as much as $1.428 billion, citing strong AI-driven user growth. First-quarter revenue jumped 46% to $333.4 million, with net dollar retention at 139%. Shares rose after hours. The company posted a $142.4 million net loss under GAAP.
Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

14 May 2026
Datavault AI Inc. shares rose to $0.5861 on volume topping 65 million ahead of Friday’s first-quarter earnings call, following a $60 million stock offering and plans for a GPU edge network rollout. CEO Nathaniel Bradley and CFO Brett Moyer will present at 8:30 a.m. ET. An amended SEC filing showed Bradley and his spouse received LTIP shares vesting through 2029. The Senate Banking Committee advanced the CLARITY Act on crypto regulation Thursday.
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