Today: 15 May 2026

Zeta Global (ZETA) Stock Rises as AI Push Fuels 50% Revenue Growth, Bigger 2026 Target

Zeta Global (ZETA) Stock Rises as AI Push Fuels 50% Revenue Growth, Bigger 2026 Target

Zeta Global shares rose after the company raised its 2026 revenue outlook and reported a 50% jump in first-quarter sales to $396.3 million, beating consensus. The company cited strong adoption of its Athena AI agent and growth in “super-scaled” customers. Adjusted EBITDA climbed to $66.1 million from $46.7 million. The stock traded at $19.17, up 75 cents in late-morning New York trading.
1 May 2026
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Rivian Stock Slides as Smaller Federal Loan Puts Its R2 SUV Bet Under the Microscope

Rivian Stock Slides as Smaller Federal Loan Puts Its R2 SUV Bet Under the Microscope

Rivian shares fell 5.7% to $15.47 after the company said its federal loan for a Georgia factory would be cut to $4.5 billion. First-quarter revenue rose 11% to $1.38 billion, with a net loss of $416 million. Rivian kept its 2026 delivery forecast and reported 10,236 vehicles produced in Q1. Volkswagen invested $1 billion after software milestones; Uber-linked SMB Holding agreed to invest up to $1.25 billion.
1 May 2026
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Twilio Stock Jumps 20% After AI Voice Demand: Why Investors Are Repricing TWLO

Twilio Stock Jumps 20% After AI Voice Demand: Why Investors Are Repricing TWLO

Twilio raised its 2026 revenue-growth forecast to 14%-15% after first-quarter sales and adjusted earnings topped estimates. Shares surged about 20% Friday, trading near $178.39. First-quarter revenue rose 20% to $1.407 billion, with adjusted earnings at $1.50 a share versus $1.27 expected. Voice revenue climbed 20%, driven by demand for AI-enabled products.
1 May 2026
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Spirit Airlines Shutdown Looms After $500 Million Bailout Talks Collapse

Spirit Airlines Shutdown Looms After $500 Million Bailout Talks Collapse

Spirit Airlines is preparing to shut down after failing to secure enough support for a $500 million U.S. bailout, according to The Wall Street Journal. A missed bankruptcy court hearing and stalled talks have left the carrier with dwindling cash. Liquidation would cut over 17,000 jobs and trigger billions in claims. Spirit and the White House did not respond to requests for comment.
1 May 2026
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Tempus AI’s Big May: Why Q1 Results and First Investor Day Put TEM Stock in Focus

Tempus AI’s Big May: Why Q1 Results and First Investor Day Put TEM Stock in Focus

Tempus AI will report first-quarter results on May 5 and hold its first investor day on May 29. Merck’s CEO highlighted Tempus in remarks on the drugmaker’s AI efforts in precision oncology. Tempus shares traded near $55.44 Friday, with a market value of about $9.7 billion. The company reported 2025 revenue of $1.27 billion and forecast $1.59 billion for 2026.
1 May 2026
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Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Rothschild & Co Redburn initiated Ciena with a Neutral rating and a $416 target, about 22% below Friday’s $534.43 share price, citing that much of the optical-networking upside is already priced in. Ciena reported Q1 revenue of $1.43 billion, up 33%, and raised its 2026 forecast. The company will showcase new optical products at ABRINT 2026 in São Paulo next week.
1 May 2026
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Sandisk Corporation Stock: Why SNDK’s $42 Billion AI Storage Deals and $6 Billion Buyback Matter Now

Sandisk Corporation Stock: Why SNDK’s $42 Billion AI Storage Deals and $6 Billion Buyback Matter Now

Sandisk reported third-quarter revenue of $5.95 billion, up 97% from the prior quarter, and GAAP net income of $3.62 billion. The company announced a $6 billion share buyback and forecast fourth-quarter revenue above Wall Street estimates. Five new customer agreements now guarantee over $11 billion and cover a third of 2027 supply. Shares fell more than 6% despite the results.
1 May 2026
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Atlassian Corporation Stock Jumps 22% as AI-Led Earnings Beat Tests SaaS Selloff

Atlassian Corporation Stock Jumps 22% as AI-Led Earnings Beat Tests SaaS Selloff

Atlassian shares surged 22% Friday after the company beat quarterly estimates and raised its annual revenue forecast. Fiscal Q3 revenue climbed 32% to $1.787 billion, but Atlassian posted a $98.4 million net loss after restructuring charges. Cloud revenue rose 29% as customers expanded Jira use and adopted more AI features. Remaining performance obligations jumped 37% to $4.0 billion.
1 May 2026
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Nokia Stock Is Back: Jim Cramer’s “Winner” Call Lands As AI Sales Surge 49%

Nokia Stock Is Back: Jim Cramer’s “Winner” Call Lands As AI Sales Surge 49%

Nokia’s U.S.-listed shares rose to $13.62 Friday after reporting a 49% jump in first-quarter sales to AI and cloud customers, totaling €1 billion in orders. Comparable operating profit climbed 54% to €281 million, beating analyst estimates. The company raised its 2026 growth target for network infrastructure sales to up to 14%. Nokia also agreed to sell its fixed wireless access CPE business to Inseego.
1 May 2026
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Roblox Corporation Stock Plunges as Child-Safety Push Forces Big 2026 Forecast Cut

Roblox Corporation Stock Plunges as Child-Safety Push Forces Big 2026 Forecast Cut

Roblox shares dropped 19% Friday after the company cut 2026 bookings forecasts to $7.33–$7.60 billion, citing slower growth from new safety measures. First-quarter revenue rose 39% to $1.44 billion, but Roblox expects daily active users and Q2 bookings to fall short of analyst estimates. The company recently settled child-safety probes for $23.3 million and launched a new subscription service.
1 May 2026
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Moderna Revenue Beat: Overseas Covid Shot Sales Jump, but $900 Million Charge Clouds the Turnaround

Moderna Revenue Beat: Overseas Covid Shot Sales Jump, but $900 Million Charge Clouds the Turnaround

Moderna’s first-quarter revenue jumped to $389 million, driven by international Covid vaccine sales, while U.S. revenue fell to $78 million. The company posted a net loss of $1.34 billion after a $900 million patent settlement charge. Shares fell 2.7% in early trading. Moderna kept its 2026 growth target and expects FDA action on its flu vaccine by August 5, 2026.
1 May 2026
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NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

Nvidia was among seven AI firms approved by the Pentagon to deploy advanced AI on classified U.S. military networks, alongside Google, Microsoft, and Amazon Web Services. The Pentagon said its GenAI.mil platform has seen use by over 1.3 million personnel in five months. Nvidia shares traded at $199.57 in early New York trading. The company also secured $23 million in tax incentives from Irving, Texas.
1 May 2026
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Beyond Meat Stock Jumps Before Earnings: Why May 6 Is the Date to Watch

Beyond Meat Stock Jumps Before Earnings: Why May 6 Is the Date to Watch

Beyond Meat shares rose 20.7% Thursday to 98.41 cents, with volume tripling the 50-day average, ahead of its May 6 earnings report. The company recently regained Nasdaq compliance after filing its delayed 2025 annual report. Fourth-quarter net revenue fell 19.7% to $61.6 million; first-quarter revenue is expected between $57 million and $59 million. Wall Street analysts cut price targets, citing weak guidance.
1 May 2026
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Reddit Stock Jumps as AI Ad Tools Put Wall Street on Notice

Reddit Stock Jumps as AI Ad Tools Put Wall Street on Notice

Reddit shares rose 16% in premarket trading after the company forecast second-quarter revenue of $715 million to $725 million, topping Wall Street estimates. First-quarter revenue jumped 69% to $663 million, with ad revenue up 74% to $625 million. Daily active unique visitors reached 126.8 million, up 17% from a year ago. Reddit reported net income of $204 million, or $1.01 per diluted share.
1 May 2026
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Apple Inc Stock Rises as $100 Billion Buyback and iPhone 17 Demand Reset CEO Handoff

Apple Inc Stock Rises as $100 Billion Buyback and iPhone 17 Demand Reset CEO Handoff

Apple forecast stronger-than-expected June-quarter sales and approved a new $100 billion stock buyback, sending shares up 0.3% premarket to $271.35. Fiscal Q2 revenue rose 17% to $111.2 billion, with iPhone sales at $56.99 billion, slightly below estimates due to chip supply limits. Apple raised its dividend 4% and dropped its net cash neutral target. Cook warned higher memory costs will impact results from June.
1 May 2026
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Atmos Energy Stock Faces May 6 Earnings Test as Wall Street Eyes Rate-Driven Growth

Atmos Energy Stock Faces May 6 Earnings Test as Wall Street Eyes Rate-Driven Growth

Atmos Energy will report fiscal Q2 results after markets close May 6, with a call set for May 7. Zacks estimates earnings at $3.36 per share on $2.22 billion revenue, though MarketBeat projects lower revenue at $1.94 billion. Atmos shares closed at $189.94 on April 30, up 2.28%. The company affirmed full-year guidance of $8.15 to $8.35 per share in February.
1 May 2026
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AEP Stock Watch: Vanguard’s 7.5% Stake Lands As Jennison Trims Before Earnings

AEP Stock Watch: Vanguard’s 7.5% Stake Lands As Jennison Trims Before Earnings

Vanguard disclosed a 7.51% passive stake in American Electric Power, owning 40.8 million shares, according to an SEC filing. Jennison Associates cut its AEP holding by 2%, while Teacher Retirement System of Texas increased its stake by 30.7%. The filings come ahead of AEP’s May 5 earnings call. AEP shares closed Thursday at $137.11, up 1.99%.
1 May 2026
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Chevron Earnings Beat Wall Street, But the Cash-Flow Catch Is Hard to Miss

Chevron Earnings Beat Wall Street, But the Cash-Flow Catch Is Hard to Miss

Chevron reported adjusted earnings of $1.41 per share for the first quarter, beating estimates, but net income fell to $2.2 billion from $3.5 billion a year earlier. The upstream oil and gas unit earned $3.9 billion as production rose, while downstream swung to an $817 million loss. Cash flow from operations dropped to $2.5 billion from $5.2 billion. Shares traded at $193.31 before the U.S. market open.
1 May 2026
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Stock Market Today

  • Red Cat Holdings (RCAT) Stock Dips Amid Volatility Despite Strong Long-Term Gains
    May 15, 2026, 1:19 AM EDT. Red Cat Holdings (RCAT) shares fell 23% over the past month but gained 3.6% in the latest session, reflecting ongoing price volatility. The company, valued at around $1.15 billion market cap, generates annual revenues of $54.57 million from drone and robotic defense solutions. While short-term sentiment cooled, RCAT delivered a 50% total shareholder return over one year and nearly 900% over three years, indicating strong longer-term momentum. Analysts estimate a fair value about 74% above the current $9.74 share price, driven by expectations of rapid growth and margin improvement. However, the stock's high price-to-sales ratio of 21.9x, far exceeding the aerospace sector average, signals potential downside if growth projections falter. Investors should consider execution risks including production scale-up and high valuation multiples before positioning.

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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 15.05.2026

15 May 2026
LIVEMarkets rolling coverageStarted: May 15, 2026, 12:00 AM EDTUpdated: May 15, 2026, 1:22 AM EDT Nasdaq 100 Rally Faces Risks as Chip Sector Leads Narrow Surge May 15, 2026, 1:22 AM EDT. The Nasdaq 100's rally shows signs of weakness despite new highs, driven mainly by a narrow group of semiconductor stocks like Nvidia and Broadcom. Market breadth is deteriorating, with most stocks lagging behind the index's gains. Technical warning signs include low trading volume relative to price advances, suggesting the move lacks conviction. Analysts highlight that such narrow leadership, concentrated in a few mega-cap tech stocks, increases the risk
US Stock Market Today After Hours: Why the Dow Reclaimed 50,000 as AI Stocks Drove Wall Street Higher

US Stock Market Today After Hours: Why the Dow Reclaimed 50,000 as AI Stocks Drove Wall Street Higher

15 May 2026
The Dow closed above 50,000 for the first time Thursday, rising 370 points as AI-driven gains lifted U.S. stocks to record highs. Cisco surged after raising its revenue outlook and announcing $9 billion in AI infrastructure orders, while Nvidia jumped 4.4% on U.S. approval to sell chips to China. Cerebras Systems soared 68% in its market debut. Not all chipmakers advanced, with Qualcomm, Intel, Sandisk, and Micron falling sharply.
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.
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