Today: 15 May 2026

BigBear.ai Stock Could Swing 19% After Q1 Earnings — SoFi Shows Why Traders Are Nervous

BigBear.ai Stock Could Swing 19% After Q1 Earnings — SoFi Shows Why Traders Are Nervous

BigBear.ai shares rose 2.2% to $4.23 Monday ahead of first-quarter results due after Tuesday’s close, with options pricing in a 19% move in either direction. The company is under scrutiny after fourth-quarter revenue dropped 38% and shareholders doubled authorized shares to 1 billion. BigBear guided 2026 revenue of $135–$165 million. Investors remain wary of dilution and government contract risks.
4 May 2026
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FedEx Stock Tumbles As Amazon Opens Its Logistics Network to All Businesses

FedEx Stock Tumbles As Amazon Opens Its Logistics Network to All Businesses

FedEx shares dropped about 9% Monday after Amazon launched Amazon Supply Chain Services, opening its logistics network to outside businesses. UPS stock also fell nearly 10%, while Amazon rose 1%. The selloff comes weeks before FedEx’s planned June 1 spinoff of its freight unit. Amazon’s new service offers freight, warehousing, and shipping to companies including Procter & Gamble and 3M.
4 May 2026
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Why Micron Stock Is Surging Again as AI Memory Boom Fuels a $1,000 Wall Street Call

Why Micron Stock Is Surging Again as AI Memory Boom Fuels a $1,000 Wall Street Call

Micron Technology shares surged to $584.58 Monday after touching $592.49, extending gains on bets that AI data centers will drive demand for advanced memory. The company reported fiscal Q2 revenue of $23.86 billion, up from $8.05 billion a year earlier, and raised its dividend by 30%. Wall Street analysts boosted price targets, with D.A. Davidson setting Micron at $1,000. SanDisk’s strong results fueled further comparisons.
4 May 2026
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Uber Stock Gets Fresh BofA Buy Call as Robotaxi Bet Nears a Bigger Test

Uber Stock Gets Fresh BofA Buy Call as Robotaxi Bet Nears a Bigger Test

BofA Securities maintained a Buy rating and $103 price target on Uber, citing optimism about its autonomous-vehicle pipeline and strong booking trends. Uber shares traded at $75.13 Monday, valuing the company near $159.6 billion. The company will report first-quarter results Wednesday, with analysts expecting gross bookings up 20% year-over-year and EBITDA near $2.45 billion.
4 May 2026
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Walmart’s $6.4 Billion Ad Edge Over Costco Is Suddenly the Stock Fight to Watch

Walmart’s $6.4 Billion Ad Edge Over Costco Is Suddenly the Stock Fight to Watch

Walmart shares fell 0.4% to $131.02 Monday morning as its global advertising revenue jumped 46% to nearly $6.4 billion in fiscal 2026. Costco shares rose 0.6% to $1,018.25, with paid membership reaching 82.1 million and renewal rates above 89%. Costco’s net sales climbed 9.1% to $68.24 billion in the latest quarter. U.S. e-commerce sales at Walmart grew 27% year-over-year.
4 May 2026
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SCHD vs DGRO vs VIG: The May 2026 Dividend ETF Fight Investors Are Watching

SCHD vs DGRO vs VIG: The May 2026 Dividend ETF Fight Investors Are Watching

U.S. dividend income funds drew $24.1 billion in first-quarter inflows, the strongest in four years, according to LSEG Lipper. In Monday morning trading, Schwab U.S. Dividend Equity ETF fell to $31.63, iShares Core Dividend Growth ETF slipped to $73.24, and Vanguard Dividend Appreciation ETF traded at $228.04. Investors weighed income, cost, and growth as ETF assets continued to rise.
4 May 2026
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SMCI Earnings Preview: Super Micro’s May 5 Report Could Reset the AI Server Stock Rally

SMCI Earnings Preview: Super Micro’s May 5 Report Could Reset the AI Server Stock Rally

Super Micro Computer will report fiscal third-quarter results after markets close May 5, with options traders bracing for a 12.55% swing in SMCI shares. The company previously guided for at least $12.3 billion in sales, up sharply from last year, but gross margin fell to 6.3% last quarter. Investors are watching for signs of margin stabilization and updates on export-control risks. SMCI shares rose 4.8% Monday ahead of the report.
4 May 2026
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Spirit Aviation Holdings Stock Wipeout Nears as Spirit Airlines Shutdown Turns to Asset Sale

Spirit Aviation Holdings Stock Wipeout Nears as Spirit Airlines Shutdown Turns to Asset Sale

Spirit Aviation Holdings filed to wind down operations and sell assets after Spirit Airlines halted all flights Saturday. The company told the SEC it would stop regular reporting and advised customers not to go to airports. JetBlue and Frontier moved to fill the gap, with JetBlue adding service from Fort Lauderdale. Spirit cited high fuel prices and lack of funding as reasons for collapse.
4 May 2026
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Datavault AI Stock Falls as $60 Million Share Sale Puts Its GPU Network Bet Under Pressure

Datavault AI Stock Falls as $60 Million Share Sale Puts Its GPU Network Bet Under Pressure

Datavault AI Inc. shares dropped about 20% after announcing a $60 million stock offering, adding 109.1 million shares at roughly 55 cents each. Proceeds will fund its planned GPU edge network. The company also agreed to acquire CyberCatch Holdings in an all-stock deal valued at C$136.8 million. Datavault reported 2025 revenue of $39.1 million but remains unprofitable for the year.
4 May 2026
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Why Circle Stock Is Jumping Today as Stablecoin Deal Revives U.S. Crypto Bill

Why Circle Stock Is Jumping Today as Stablecoin Deal Revives U.S. Crypto Bill

Circle Internet Group shares rose about 10% and Coinbase gained nearly 5% after Coinbase said U.S. lawmakers reached a deal on stablecoin rules in a stalled crypto bill. The compromise, finalized by Senators Tillis and Alsobrooks, would broadly bar rewards equivalent to bank interest. Circle’s USDC supply stood at $77.4 billion, with first-quarter results due May 11. The deal is not yet law.
4 May 2026
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Ouster Stock Jumps After Rev8 Lidar Launch: Why Investors Are Watching the Robotics Sensor Race

Ouster Stock Jumps After Rev8 Lidar Launch: Why Investors Are Watching the Robotics Sensor Race

Ouster Inc. shares rose 8% to $28.63 after the company launched its Rev8 OS lidar sensor family, which adds native color data and doubles range and resolution over previous models. The sensors, available to order now, will begin shipping this quarter. Ouster cited adoption plans from customers including Google, Volvo Autonomous Solutions, and Skydio. The launch comes a day before Ouster reports first-quarter earnings.
4 May 2026
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Why Skycorp Solar Stock Is Surging Today After Its $20 Million Nanjing Cesun Deal

Why Skycorp Solar Stock Is Surging Today After Its $20 Million Nanjing Cesun Deal

Skycorp Solar Group shares jumped 82% to $5.23 in U.S. premarket trading after it agreed to buy the remaining 56% of Nanjing Cesun Power for $20.2 million in stock. The deal follows Skycorp’s recent compliance with Nasdaq’s $1 minimum bid rule after a 1-for-20 reverse split. The company will also raise $3 million in a private share sale at a 30% discount. Skycorp’s share count will nearly double if the deals close.
4 May 2026
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Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

TSMC is seeking approval to build an advanced wafer fab at Hsinchu Science Park’s Longtan campus, reviving a plan shelved in 2023 after local opposition. TSMC shares surged 6.56% to NT$2,275, pushing Taiwan’s Taiex index above 40,000 for the first time. The company reported Q1 revenue of NT$1.134 trillion, with 74% from advanced technologies. TSMC is also expanding in Arizona and faces competition from Samsung and SK Hynix.
4 May 2026
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Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle has been selected by the U.S. War Department to deploy advanced AI on classified military networks, joining SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services. The deal comes as Oracle faces investor scrutiny over its AI cloud business and competition from other cloud providers for Pentagon contracts. Oracle’s classified cloud covers all security levels, including Top Secret and Special Access Programs.
4 May 2026
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Coinbase Stock Rises as Stablecoin Yield Deal Puts Crypto Bill Back in Play

Coinbase Stock Rises as Stablecoin Yield Deal Puts Crypto Bill Back in Play

Coinbase shares climbed in U.S. premarket trading Monday after a Senate deal limited stablecoin rewards, unblocking the CLARITY Act. The compromise, led by Sens. Tillis and Alsobrooks, would restrict stablecoin yields that resemble bank interest but allow some platform-based rewards. The bill, stalled for months, now returns to the Senate Banking Committee. Circle, which issues USDC, also saw its shares rise nearly 10%.
4 May 2026
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Corteva Vylor Spinoff: $9.9 Billion Seed Business Gets a Name Before 2026 Split

Corteva Vylor Spinoff: $9.9 Billion Seed Business Gets a Name Before 2026 Split

Corteva said Monday it will name its advanced seed and genetics spinoff Vylor, Inc., aiming to separate it from its crop-protection business in late 2026. Vylor generated $9.90 billion in 2025 net sales, compared to $7.50 billion for crop protection. CEO Chuck Magro will lead Vylor, while Luther Kissam will head the remaining Corteva. Shares stood at $80.85 premarket, with a $54.6 billion market value.
4 May 2026
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Sivers Semiconductors Stock Jumps 33% as Nasdaq Listing Clock Starts Ticking

Sivers Semiconductors Stock Jumps 33% as Nasdaq Listing Clock Starts Ticking

Sivers Semiconductors AB shares jumped about 33% to SEK 50.50–50.75 in Stockholm on Monday, as investors focused on a planned SEK 125 million share issue and possible U.S. listing. Shareholders face a Tuesday deadline to register for the May 11 meeting to vote on the private placement. The company delayed its annual report to May 15, citing audit work for a potential Nasdaq New York dual listing.
4 May 2026
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Stock Market Today

  • Microsoft Stock Down 25% Amid Nasdaq Surge; Burry and Ives Spot Buy Opportunity
    May 14, 2026, 7:54 PM EDT. Microsoft shares have fallen over 25% from their peak despite the Nasdaq 100's strong rally driven by AI gains and other tech giants hitting all-time highs. While some software as a service (SaaS) stocks face pressure due to AI disruptions, analysts like Dan Ives and investor Michael Burry see potential in Microsoft. Burry's recent long position signals confidence in the tech giant's prospects. Ives highlights Microsoft's substantial cloud backlog and Azure's potential inflection point, alongside Copilot's growing integration. This contrasts with other SaaS firms vulnerable to AI cannibalization, positioning Microsoft uniquely to benefit from AI-driven shifts in enterprise software and cloud demand.

Latest articles

Xanadu Quantum Technologies Stock Gets Its First Public Earnings Test—and Losses Still Rule

Xanadu Quantum Technologies Stock Gets Its First Public Earnings Test—and Losses Still Rule

15 May 2026
Xanadu Quantum Technologies reported first-quarter revenue of $2.8 million, up from $0.7 million a year earlier, but net loss widened to $20.6 million. Shares rose 1.9% to $15.13 in late U.S. trading before falling over 3% after hours. The company ended March with $272.5 million in cash and plans a $300 million at-the-market facility. Xanadu began trading on Nasdaq and TSX under XNDU on March 27.
Sidus Space Stock Jumps After Q1 Revenue Rises 51%, But Losses Still Loom

Sidus Space Stock Jumps After Q1 Revenue Rises 51%, But Losses Still Loom

15 May 2026
Sidus Space reported first-quarter revenue of $359,000, up 51% from a year earlier, and a net loss of $5.2 million, narrowing from $6.4 million. Shares rose about 12% after results. Cash stood at $27.3 million at March 31, down from $43.2 million at year-end. The company raised $58.5 million in a direct share offering after the quarter closed.
Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

15 May 2026
Alphabet Class A shares fell 0.4% to $401.07 on Thursday, pausing after a record run even as the S&P 500 and Nasdaq hit new highs. Investors weighed Google’s AI and cloud gains against persistent interest-rate concerns, with profit-taking outweighing news of a new robotics partnership with Fanuc. Alphabet’s market value stood near $4.86 trillion. Google Services revenue rose 16% last quarter, while Google Cloud jumped 63%.
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