Today: 14 May 2026

Venture Global Stock Jumps as LNG Deals Push Scarcity Into 2026 Guidance

Venture Global Stock Jumps as LNG Deals Push Scarcity Into 2026 Guidance

Venture Global shares jumped 16% Tuesday after the LNG exporter raised its 2026 earnings guidance and reported new supply deals with TotalEnergies and Vitol. First-quarter revenue rose 59% to $4.6 billion, with net income up 23% to $488 million. The company said 84% of 2026 cargoes are now contracted, up from 69% last quarter. The stock traded at $13.49, up $1.87, with over 26 million shares changing hands.
12 May 2026
Under Armour’s Selloff Shows Investors Still Don’t Trust the Turnaround Math

Under Armour’s Selloff Shows Investors Still Don’t Trust the Turnaround Math

Under Armour shares plunged nearly 20% Tuesday after the company forecast fiscal 2027 adjusted earnings of 8 to 12 cents per share, far below analysts’ 23-cent estimate. Revenue for the quarter fell 1% to $1.17 billion, with North America sales down 7%. The company raised its restructuring cost estimate to $305 million and expects the overhaul to finish by the end of 2026.
12 May 2026
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Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple shares rose 0.4% to $293.85 at midday Tuesday, outperforming Microsoft, Alphabet and Nvidia, which traded lower. The stock gained after record March-quarter results, a $100 billion buyback, and anticipation for AI announcements at WWDC. The S&P 500 fell 0.9% and Nasdaq dropped 1.6% as inflation rose 3.8% in April. Apple reported $111.2 billion in quarterly revenue and raised its dividend to $0.27 per share.
12 May 2026
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Energy Vault’s Eskom Gravity Storage Deal Puts South Africa’s Coal Pivot on the Clock

Energy Vault’s Eskom Gravity Storage Deal Puts South Africa’s Coal Pivot on the Clock

Energy Vault and Eskom signed a deal to build a 25-MW, 100-MWh gravity energy storage system at Hendrina Power Station in Mpumalanga. The project will use Energy Vault’s EVx 2.0 technology and could scale up to 4 GW at the site. The partners plan to co-develop up to 4 GWh of storage across Southern Africa by 2035. Coal supplied 83% of South Africa’s electricity in 2024, according to official data.
12 May 2026
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RKLB Stock Pulls Back After Breakout as Neutron Demand Starts to Set the Price

RKLB Stock Pulls Back After Breakout as Neutron Demand Starts to Set the Price

Rocket Lab shares fell 2.4% to $114.58 Tuesday after hitting an all-time high of $123.94 Monday, following a 40% rally last week. The company reported Q1 revenue of $200.3 million, a $2.2 billion backlog, and more launch contracts booked in three months than in all of 2025. Investors cited both profit-taking and continued bullish sentiment on Neutron and defense demand.
12 May 2026
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SoFi Stock Slips as Truist Puts the Lending-Platform Question Back in Front of Investors

SoFi Stock Slips as Truist Puts the Lending-Platform Question Back in Front of Investors

SoFi Technologies traded near $15.75 midday Tuesday, down 51 cents, after Truist cut its price target to $17 and maintained a Hold rating. The move followed record Q1 results but reflected investor doubts about the strength of SoFi’s technology and loan-platform businesses. SoFi’s recent PrimaryBid acquisition did not offset the pressure. Other fintech stocks, including Upstart and Robinhood, also fell.
12 May 2026
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Circle Stock Gives Back Its Earnings Pop as Arc Ambition Meets Rate Reality

Circle Stock Gives Back Its Earnings Pop as Arc Ambition Meets Rate Reality

Circle Internet Group shares fell 5.1% to $125.05 by late morning Tuesday after an early surge post-earnings. Revenue for the quarter rose 20% to $694 million but missed one forecast, while net income dropped 15% to $55 million. USDC in circulation climbed 28% to $77 billion. The stock swung from $139.63 to $122.20 as investors weighed growth against rate-sensitive income.
12 May 2026
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Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally

Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally

Tesla shares fell 3.9% to $427.60 by midday Tuesday after April inflation data came in hotter than expected and Reuters reported slow progress in Tesla’s Texas robotaxi rollout. The stock had surged in recent days on optimism over AI and China, but concerns about execution and valuation resurfaced. Reuters tests found long waits and limited robotaxi availability in Austin, with about 50 Tesla vehicles versus over 250 for Waymo.
12 May 2026
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PayPal Stock Stalls Near $45 as Truist Cut Tests the Lores Turnaround

PayPal Stock Stalls Near $45 as Truist Cut Tests the Lores Turnaround

PayPal shares hovered near $45 midday Tuesday, little changed despite a price target cut to $44 and a maintained Sell rating from Truist. The firm cited rising rewards spending and soft international payment volume. PayPal reported Q1 total payment volume up 11% to $463.96 billion, but projected a 3% drop in Q2 transaction margin dollars and a 9% decline in adjusted EPS.
12 May 2026
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Hims & Hers’ GLP-1 Reset Hits the Stock as Investors Reprice Growth Quality

Hims & Hers’ GLP-1 Reset Hits the Stock as Investors Reprice Growth Quality

Hims & Hers Health shares fell 14.6% to $24.89 Tuesday after a Q1 net loss of $92.1 million, reversing a $49.5 million profit a year ago. Revenue rose 4% to $608.1 million, but gross margin dropped to 65% from 73% as the company shifted from compounded GLP-1s to branded drugs like Wegovy and Ozempic. Subscribers climbed to 2.584 million, while monthly revenue per subscriber slipped to $80.
12 May 2026
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POET Stock Rebounds as New COO Gives AI-Photonics Rally a Fresh Test

POET Stock Rebounds as New COO Gives AI-Photonics Rally a Fresh Test

POET Technologies named Sandeep Kumar as chief operating officer, triggering a 2.95% stock rise to $14.31 on heavy volume after shares hit $15.15 intraday. Kumar, formerly of Silicon Labs, will oversee Malaysia manufacturing as the company targets high-volume production. The move comes after Marvell canceled Celestial AI orders, which had weighed on the stock. Broader tech indices fell Tuesday, but POET shares outperformed.
12 May 2026
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Dow Jones Pulls Back as Hot CPI and $100 Oil Test the 50,000 Trade

Dow Jones Pulls Back as Hot CPI and $100 Oil Test the 50,000 Trade

The Dow fell 297.98 points to 49,406.49 at 10:00 a.m. ET after April CPI data showed a 3.8% annual rise and energy prices jumped 17.9%. Goldman Sachs and Caterpillar led declines, accounting for most of the drop. The S&P 500 lost 0.57% and the Nasdaq slid 0.92%. Traders pulled back bets on near-term Fed rate cuts as oil topped $100.
12 May 2026
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US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

U.S. stocks fell Tuesday after April CPI rose 0.6%, with energy and shelter driving inflation above forecasts. The S&P 500 ETF dropped 0.7%, Nasdaq-tracking QQQ lost 1.2%, and small caps slid 1.8% by mid-morning. Treasury yields climbed, and prediction markets showed a high chance of no Fed rate cuts in 2026. Brent crude jumped 3.4% to $107.72 as Middle East tensions disrupted oil flows.
12 May 2026
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The AI Memory ETF That Beat Bitcoin Mania Just Hit $6.5 Billion in 36 Days

The AI Memory ETF That Beat Bitcoin Mania Just Hit $6.5 Billion in 36 Days

Roundhill Investments’ Memory ETF, trading as DRAM, has reached $6.5 billion in assets just 36 days after launch, fueled by investor demand for AI memory chip exposure. The fund, recently down 4.8% at $52.44, is heavily weighted toward Samsung, SK Hynix, and Micron. A leveraged version has been filed with the SEC. DRAM has drawn over $150 million in retail net buying this month, outpacing flows into Nvidia and Micron.
12 May 2026
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Intel Stock Pulls Back as AI Foundry Rally Meets Valuation and CPI Pressure

Intel Stock Pulls Back as AI Foundry Rally Meets Valuation and CPI Pressure

Intel shares fell 2.8% to $125.84 Tuesday morning after a sharp rally fueled by reports of advanced-packaging work with SK hynix and speculation about new foundry customers. The drop followed gains driven by optimism over AI server demand and a possible chipmaking deal with Apple. Intel recently reported Q1 revenue of $13.6 billion, up 7% year-over-year, and forecast Q2 revenue of $13.8–$14.8 billion.
12 May 2026
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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia shares climbed 1.2% to near $222 after a record close, as investors positioned ahead of May 20 earnings and focused on strong AI hardware demand from hyperscalers. CEO Jensen Huang was excluded from Trump’s China delegation, highlighting ongoing export risks, but the company’s outlook already assumes no China data center revenue. Nvidia guided first-quarter fiscal 2027 revenue to $78 billion, plus or minus 2%.
12 May 2026
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Stock Market Today

  • Why Rocket Lab Outshines SpaceX as a Space Stock Investment
    May 13, 2026, 7:54 PM EDT. Investors are eagerly watching SpaceX's anticipated IPO, likely valuing the company near $2 trillion. However, history shows mega IPOs often stumble post-launch, with 64% underperforming the market over three years. SpaceX, despite its market dominance, could face similar challenges due to high initial valuations. Rocket Lab (RKLB), in contrast, is a proven public company with a diversified space business. Its recent Q1 revenue surged 63.5% year-on-year to $200 million, backed by 83 successful launches and a 70-launch backlog. Beyond launches, Rocket Lab generates steady revenue from spacecraft components and partnerships, including NASA and RTX. For investors seeking space sector exposure now, Rocket Lab offers a more grounded, expanding opportunity than waiting on SpaceX's debut.

Latest articles

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

14 May 2026
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

14 May 2026
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
Nebius Stock Soars After Sevenfold Revenue Jump, But $25 Billion AI Buildout Looms

Nebius Stock Soars After Sevenfold Revenue Jump, But $25 Billion AI Buildout Looms

14 May 2026
Nebius shares jumped 15.6% after first-quarter revenue surged 684% to $399 million. The AI cloud firm raised its 2026 capital spending plan to as much as $25 billion. CEO Arkady Volozh said demand for GPUs remains intense. Nebius also began building a large AI facility in Missouri and secured land and power for another in Pennsylvania.
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