Today: 15 May 2026

Walmart Stock Gets a Fresh Jolt as China Growth and One-Hour Delivery Put Amazon, Costco on Notice

Walmart Stock Gets a Fresh Jolt as China Growth and One-Hour Delivery Put Amazon, Costco on Notice

Walmart shares hovered near $129 Monday, keeping its market value above $1 trillion as investors watched growth in China and new Sam’s Club delivery options. Sam’s Club fulfilled nearly 65,000 one-hour Express orders since April 2 across 600 clubs. Walmart China’s Q4 net sales rose 19.3% to $6.1 billion, with e-commerce accounting for over half. New Sam’s Clubs opened in Jiangsu, with more set for Shandong and Liaoning.
27 April 2026
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Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet will report first-quarter results after markets close Wednesday, with options pricing suggesting a possible 5% stock move by week’s end. Visible Alpha estimates revenue at $106.97 billion, up 19% from a year ago, and earnings per share at $2.73, down 3 cents. Investors are watching if heavy AI and data-center spending is driving growth in Google Cloud and Search.
27 April 2026
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Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely sold 709,358 vehicles in Q1 2026, its highest ever for the period, with exports up 126% to 203,024 units. China’s EV exports reached $21 billion in Q1, up from $12 billion a year earlier, after the Iran war disrupted oil flows. Geely aims to sell over 6.5 million vehicles annually by 2030, with three-quarters as new energy vehicles. BYD’s domestic sales have fallen for seven months as rivals gain ground.
27 April 2026
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Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Corp. signed a $7.5 billion, 15-year lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 campus, pushing total contracted lease revenue above $23 billion. The campus is set to begin operations in mid-2027. Shares rose over 12% after the announcement. The company ended its fiscal third quarter with $2.1 billion in cash and $2.7 billion in debt.
27 April 2026
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SpaceX IPO Nears: Starship, Starlink and Musk’s $75 Billion Bet Face Wall Street’s First Real Test

SpaceX IPO Nears: Starship, Starlink and Musk’s $75 Billion Bet Face Wall Street’s First Real Test

HawkEye 360 said Monday it is seeking a U.S. IPO valuation of up to $2.42 billion, following SpaceX’s confidential filing earlier this month. SpaceX is targeting a $1.75 trillion valuation with less than 5% of shares to float publicly. The company hosted a three-day analyst event last week as details began to emerge. Starlink and Starship are expected to drive investor interest.
27 April 2026
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SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI shares fell 1.4% to $8.08 in early Nasdaq trading Monday after announcing an all-stock deal to buy LivePerson for about $43 million in equity value. The acquisition, expected to close in the second half of 2026, would combine SoundHound’s voice AI with LivePerson’s messaging platform, pending regulatory approval.
27 April 2026
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Verizon Stock Jumps After Subscriber Surprise: Why Q1 Earnings Changed the 2026 Story

Verizon Stock Jumps After Subscriber Surprise: Why Q1 Earnings Changed the 2026 Story

Verizon shares rose 3% after the company reported a surprise gain of 55,000 postpaid phone customers in Q1, beating analyst expectations of a loss. Adjusted EPS climbed 7.6% to $1.28, and revenue rose 2.9% to $34.4 billion. Verizon raised its 2026 profit outlook but missed Wall Street revenue estimates. Customer credits from a January outage reduced wireless service revenue growth.
27 April 2026
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Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta shares rose to $675.03 ahead of first-quarter earnings due April 29, valuing the company at $1.74 trillion. Meta has guided for Q1 revenue of $53.5–$56.5 billion and 2026 capital expenditures of up to $135 billion. Analysts project share prices could top $1,000 in coming years, but warn of regulatory and spending risks. Meta recently announced expanded use of Amazon Web Services for AI infrastructure.
27 April 2026
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Bitcoin Supply Shock? Saylor’s Latest Buy Puts Strategy Ahead Of BlackRock

Bitcoin Supply Shock? Saylor’s Latest Buy Puts Strategy Ahead Of BlackRock

Strategy Inc. bought 3,273 bitcoin for $255 million last week, raising its total holdings to 818,334 BTC and keeping it ahead of BlackRock’s iShares Bitcoin Trust. Galaxy Digital CEO Mike Novogratz warned that Strategy’s pace could strain supply. Bitcoin traded near $77,660 after nine days of U.S. spot ETF inflows. Strategy funded the purchase by selling 1.45 million shares through an at-the-market program.
27 April 2026
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Samsara Stock Gets a 531,310-Share Signal From Nippon Life

Samsara Stock Gets a 531,310-Share Signal From Nippon Life

Nippon Life Global Investors Americas disclosed a new 531,310-share stake in Samsara Inc, valued at about $18.8 million, according to MarketBeat. Samsara shares traded at $29.96 premarket, with institutional ownership at 96.02%. Teachers Retirement System of Kentucky also raised its stake by 22.9%. Samsara reported Q4 revenue of $444.3 million, up 28% year-over-year.
27 April 2026
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Marvell Stock Rally Faces a $170 Wall as AI Chip Bets Run Hot

Marvell Stock Rally Faces a $170 Wall as AI Chip Bets Run Hot

Marvell Technology shares closed at $164.31 on April 24, above B. Riley’s new $156 price target and well above the analyst average of $120.28. The stock surged over 125% in eight weeks, fueled by AI chip and optical networking deals with Nvidia and others. Some analysts raised targets to $170, while others warned the rally may be overextended. Marvell traded at $160.88 premarket Monday.
27 April 2026
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China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China’s National Development and Reform Commission ordered Meta to unwind its $2 billion acquisition of AI startup Manus, citing foreign investment security rules. Meta had completed the deal in December, with Manus staff and assets already moved to Singapore. The order comes days before a planned Trump-Xi meeting in Beijing. Meta said it complied with all laws and expects a resolution.
27 April 2026
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Fed Week Ahead: Powell’s Possible Exit Turns a No-Change Meeting Into a Rate-Cut Cliffhanger

Fed Week Ahead: Powell’s Possible Exit Turns a No-Change Meeting Into a Rate-Cut Cliffhanger

The Federal Reserve is expected to keep its benchmark rate at 3.50%-3.75% on Wednesday, as inflation risks rise from higher oil prices and disruptions in the Strait of Hormuz. Chair Jerome Powell may lead his final policy meeting, with markets watching for signals on future hikes. Key GDP and PCE inflation data are due Thursday morning. Investors currently see little chance of a rate cut this year.
27 April 2026
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Joby Aviation Stock Gets NYC Air Taxi Catalyst as Archer Rivalry Heats Up

Joby Aviation Stock Gets NYC Air Taxi Catalyst as Archer Rivalry Heats Up

Joby Aviation completed New York City’s first electric air taxi flights between JFK Airport and Manhattan heliports, demonstrating a seven-minute route. The flights follow Joby’s 2025 acquisition of Blade Air Mobility’s passenger business. CEO JoeBen Bevirt called the flights a preview of operations under the federal eVTOL Integration Pilot Program. Joby expects 2026 to be a commercial inflection year, with first passenger flights in Dubai planned for 2024.
27 April 2026
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Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

A $16 billion Michigan data-center financing tied to Oracle and OpenAI closed Friday, as Wedbush’s Dan Ives issued a buy call on Oracle despite investor concerns over AI spending. Oracle shares traded at $173.28 premarket Monday, down 1.7%. Fiscal Q3 revenue rose 22% to $17.2 billion; cloud infrastructure revenue climbed 84%. Oracle projects $67 billion in fiscal 2026 revenue and $50 billion in capital expenditures.
27 April 2026
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POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

POET Technologies shares rose to $16.40 in premarket trading Monday after more than doubling last week, following management’s confirmation of orders from Marvell Technology. The company reported a $5 million production order for its Infinity optical engines and expects some deliveries next quarter. POET posted a $42.7 million net loss for the fourth quarter. Marvell acquired Celestial AI, a POET customer, in February.
27 April 2026
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Nike’s Biggest China Problem Now Has a Name: Anta Is Coming West

Nike’s Biggest China Problem Now Has a Name: Anta Is Coming West

Anta Sports reported 2025 revenue up 13.3% to RMB80.22 billion and agreed to buy a 29.06% stake in Puma for 1.5 billion euros. The company opened a U.S. flagship and now controls brands including Fila China, Descente, and Amer Sports. Nike’s latest quarter showed flat revenue and declining sales in China. Anta’s overseas push follows rapid expansion from its origins in Jinjiang, Fujian.
27 April 2026
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Stellantis’ Four-Brand Bet: Jeep, Ram, Peugeot and Fiat Move to the Front of Filosa’s Turnaround

Stellantis’ Four-Brand Bet: Jeep, Ram, Peugeot and Fiat Move to the Front of Filosa’s Turnaround

Stellantis plans to focus future investment on Jeep, Ram, Peugeot, and Fiat, sources told Reuters ahead of a strategy announcement set for May 21 in Detroit. Other brands like Citroën, Opel, and Alfa Romeo are expected to shift to regional roles. Chrysler was not named among the core brands. Stellantis reports first-quarter results on April 30, after shipments rose 12% to 1.361 million units.
27 April 2026
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Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom entered Monday with a $2.05 trillion valuation, driven by demand for custom AI chips and a key supply deal with Google for future Tensor Processing Units. Shares traded at $422.76 before the U.S. open. Fiscal first-quarter revenue rose 29% to $19.31 billion, with AI semiconductor revenue up 106% to $8.4 billion. Broadcom is now a top holding in several Vanguard ETFs following recent fund splits.
27 April 2026
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Stock Market Today

  • Sprott Inc (SII) Declares Quarterly Dividend Amid Mixed Market Signals
    May 15, 2026, 10:59 AM EDT. Sprott Inc (SII) will trade ex-dividend on May 19, 2026, with a quarterly payout of $0.40 per share, representing approximately 0.31% of its recent $130.84 stock price. The dividend yield on an annualized basis stands near 1.22%, a figure investors monitor for sustainability based on historical trends. SII's shares have fluctuated between $55.22 and $169.63 over the past year, closing recently at $131.48. Despite its 1.61% weighting in the Horizon Kinetics Inflation Beneficiaries ETF (INFL), SII shares dropped 3.9% on Friday amid broader ETF declines. This signals potential volatility ahead for dividend-focused investors assessing Sprott's income-generating prospects.

Latest articles

Plug Power Stock Drops Again: The $5 Billion Hydrogen Turnaround Faces Its Cash Test

Plug Power Stock Drops Again: The $5 Billion Hydrogen Turnaround Faces Its Cash Test

15 May 2026
Plug Power shares fell 1.7% to $3.725 in early Nasdaq trading Friday, following a volatile week after first-quarter results. The company reported a 22% revenue increase to $163.5 million and improved gross margin, but its net loss widened to $245.3 million and operating cash use rose to $150 million. Plug ended March with $802 million in cash and expects $142 million from a hydrogen asset sale in June.
Why Ford Motor Company Stock Is Sliding After Its AI Data Center Rally

Why Ford Motor Company Stock Is Sliding After Its AI Data Center Rally

15 May 2026
Ford shares dropped 7% to $13.43 in early Friday trading, reversing part of a rally sparked by the launch of its new Ford Energy unit. The subsidiary, announced this week, will sell large battery energy storage systems to utilities and data centers, with first deliveries expected in late 2027. CEO Jim Farley said Ford is in the contracting phase with several customers. The stock had surged 13% Wednesday after Morgan Stanley highlighted the business.
Biogen Closes Apellis Deal; APLS Leaves Nasdaq As $5.6 Billion Rare-Disease Bet Begins

Biogen Closes Apellis Deal; APLS Leaves Nasdaq As $5.6 Billion Rare-Disease Bet Begins

15 May 2026
Biogen has closed its acquisition of Apellis Pharmaceuticals, making Apellis a wholly owned subsidiary and delisting its shares from Nasdaq. Apellis shareholders receive $41 per share in cash plus a contingent value right tied to Syfovre sales. Biogen gains the drugs Empaveli and Syfovre, and expands into kidney disease. Biogen borrowed $2 billion to help finance the deal.
Nokia Oyj Stock Pulls Back After AI Rally: What Investors Need to Know

Nokia Oyj Stock Pulls Back After AI Rally: What Investors Need to Know

15 May 2026
Nokia’s U.S.-listed shares dropped about 5% Friday, trading at $13.74 after a recent AI-driven surge. The decline followed a rally sparked by Cisco’s report of $5.3 billion in AI infrastructure orders from hyperscalers. Nokia saw a 54% jump in first-quarter operating profit and named Siemens’ Emma Falck as president of Mobile Infrastructure, effective September 1.
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