Today: 15 May 2026

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft, Alphabet, and Oracle shares closed at $424.62, $344.40, and $173.28, respectively, ahead of earnings reports expected Wednesday. Analysts see a bigger earnings test for Microsoft, more upside potential for Oracle, and less room for Alphabet after its recent gains. Investors are watching capital spending on AI and cloud infrastructure. Options pricing suggests a possible 6% move for Microsoft and 5% for Alphabet after results.
26 April 2026
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Nvidia vs AMD vs Intel Stock: Why Intel’s Rally Just Changed the AI Chip Forecast

Nvidia vs AMD vs Intel Stock: Why Intel’s Rally Just Changed the AI Chip Forecast

Intel shares jumped 23.6% Friday to $82.54 after a strong earnings report and upbeat revenue forecast, marking their biggest one-day gain since 1987. AMD rose 13.9% to $347.81, while Nvidia closed up 4.3% at $208.27, near its 52-week high. Intel’s results sparked new interest in CPUs for AI workloads, shifting analyst targets and investor focus beyond GPUs.
26 April 2026
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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 26.04.2026

LIVEMarkets rolling coverageStarted: April 26, 2026, 12:00 AM EDTUpdated: April 26, 2026, 11:59 PM EDT ASX Midday Update: Materials Rise, Energy Sector Drops Amid Hormuz Blockade April 26, 2026, 11:54 PM EDT. Materials stocks on Australia's ASX climbed about 0.6% by midday Monday, driven by a 20% jump in Altair Minerals (ASX:ALR) following a AU$28.2 million placement commitment from Endeavour Mining's subsidiary. Nearly all other sectors fell, with the energy sector leading losses, down 1.7%, despite a slight increase in oil prices. Origin Energy (ASX:ORG) shares fell nearly 3% after reporting a March quarter production drop to 164.5 petajoules from
26 April 2026
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Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin was named among firms awarded up to $3.2 billion for President Trump’s Golden Dome space-based missile interceptor plan, Space Systems Command said. The company reported weaker first-quarter results, with $18 billion in sales and negative free cash flow. Space Force aims to show initial interceptor capability in 2028. Golden Dome’s total cost is projected at $185 billion.
26 April 2026
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Vertiv Stock Has Wall Street Raising Targets Again. The AI Data Center Trade Is Getting Harder to Ignore

Vertiv Stock Has Wall Street Raising Targets Again. The AI Data Center Trade Is Getting Harder to Ignore

Vertiv shares closed up 0.5% at $323.46 Friday after JPMorgan raised its price target to $350, citing strong demand for AI data centers. First-quarter net sales rose 30% to $2.65 billion, and the company lifted its 2026 outlook. Some investors remained cautious after a mixed second-quarter forecast. The stock traded as high as $331.64 during the session.
26 April 2026
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ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML shares rose 2.3% in Amsterdam late Friday as the company reported Q1 net sales of €8.8 billion and raised its 2026 sales outlook to up to €40 billion. TSMC, ASML’s top customer, said it would delay adopting ASML’s new High-NA EUV machines, priced at over €350 million each, preferring to extend use of existing tools. ASML aims to deliver at least 60 standard EUV machines in 2026.
26 April 2026
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Sivers Semiconductors Stock: Annual Report Delay Puts Nasdaq New York Listing Plan Under the Microscope

Sivers Semiconductors Stock: Annual Report Delay Puts Nasdaq New York Listing Plan Under the Microscope

Sivers Semiconductors delayed its 2025 annual report to May 15 from April 27, citing extended audit work tied to a possible Nasdaq New York dual listing. The annual meeting moves to June 15. Shares closed Friday at SEK 31.96, up 12.7% on the day and 669% year-to-date. Sivers recently raised SEK 125 million in a directed share issue.
26 April 2026
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Uranium Energy Stock Drops 6%: Why UEC’s U.S. Uranium Push Is Back In Focus

Uranium Energy Stock Drops 6%: Why UEC’s U.S. Uranium Push Is Back In Focus

Bunzl shares closed up 0.91% at 2,447 pence in London on April 24 after the company reaffirmed its 2026 outlook and reported a 1.5% rise in first-quarter group revenue at constant exchange rates. Underlying revenue grew 2.0%, while actual exchange rate revenue slipped 0.4%. All AGM resolutions passed with over 98% support. Jefferies maintained an “Underperform” rating with a 1,900 pence target.
26 April 2026
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Altria Stock Faces a Crucial Earnings Test as Marlboro Maker’s Smoke-Free Bet Nears Judgment Day

Altria Stock Faces a Crucial Earnings Test as Marlboro Maker’s Smoke-Free Bet Nears Judgment Day

Altria shares closed at $66.88 Friday, valuing the company at about $114.9 billion ahead of first-quarter results due April 30. CEO Billy Gifford retires May 14, with CFO Sal Mancuso set to succeed him. Analysts expect Q1 earnings of $1.25 a share on $4.58 billion revenue. Altria’s smokeable-products revenue fell 1.6% in 2025 as U.S. cigarette volumes declined.
25 April 2026
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AGNC Investment Stock Gets Fresh Wall Street Nudge Before Its $0.12 Dividend Date

AGNC Investment Stock Gets Fresh Wall Street Nudge Before Its $0.12 Dividend Date

AGNC Investment shares closed at $11.02 Friday, up 1.47%, after UBS raised its price target and RBC trimmed its target but kept an outperform rating. The company’s tangible book value fell 5.6% in Q1 to $8.38 per share amid mortgage-market volatility. AGNC’s next $0.12 monthly dividend goes ex-dividend April 30. Net spread and dollar roll income rose to 42 cents per share for the quarter.
25 April 2026
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Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco unveiled a prototype quantum switch designed to connect different types of quantum computers and sensors over standard telecom fiber at room temperature. The company said tests showed the device preserved quantum information with average degradation of 4% or less. The switch remains a prototype, with broad quantum networks still years away. Cisco shares last traded at $89.01, valuing the firm at about $354.6 billion.
25 April 2026
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UPS Customers Are Waiting on Tariff Refunds. Congress Wants Answers Now

UPS Customers Are Waiting on Tariff Refunds. Congress Wants Answers Now

House Democrats have asked UPS CEO Carol Tomé to explain how tariff refunds from the U.S. government will reach customers, following a Supreme Court ruling that invalidated certain tariffs. UPS says it will seek refunds as importer of record and reimburse customers once funds are received, but has not disclosed the amount. Lawmakers want written answers by May 22. FedEx and DHL face similar questions.
25 April 2026
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Hawaiian Airlines Is Now oneworld — and Alaska’s Takeover Is Showing Up at the Gate

Hawaiian Airlines Is Now oneworld — and Alaska’s Takeover Is Showing Up at the Gate

Hawaiian Airlines joined the oneworld alliance this week and switched to Alaska Airlines’ Sabre reservations system, making Alaska’s acquisition more visible to travelers. All Hawaiian flights now use Alaska’s “AS” code, and loyalty benefits extend across oneworld’s 14 other airlines. Passengers can manage trips in a single app and use shared airport lobbies. Hawaiian’s flight-number transition took effect April 21.
25 April 2026
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Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit shares rose 3.3% to $395.95 on Friday, recovering part of Thursday’s AI-driven losses. The company’s fiscal third-quarter results, covering the peak U.S. tax season, are due after April 30. Investors are watching TurboTax and QuickBooks growth as AI competition pressures software valuations. Intuit forecasts about 10% revenue growth and non-GAAP EPS of $12.45 to $12.51 for the quarter.
25 April 2026
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Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test

Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test

Intuitive Surgical shares climbed to $482.22 on April 24 after the company raised its 2026 growth outlook and reported a 23% jump in first-quarter revenue to $2.77 billion. The firm placed 431 da Vinci systems in the quarter and now expects 2026 procedure growth of 13.5% to 15.5%. U.S. bariatric procedures fell 10%, while China and Japan saw slower growth. Competition from Johnson & Johnson and Medtronic is increasing.
25 April 2026
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Home Depot’s $4.3 Million Markdown Case Puts Retail Controls Back in Focus

Home Depot’s $4.3 Million Markdown Case Puts Retail Controls Back in Focus

A former Home Depot manager in Miami-Dade County, Mauricio Jimenez, was released on bond after being charged with grand theft and organized fraud in a markdown scheme that allegedly cost the retailer $4.3 million. Authorities say Jimenez approved unauthorized discounts on over 4,500 orders from December 2023 to April 2026. Investigators found no evidence of kickbacks. Home Depot declined to comment.
25 April 2026
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Costco Wholesale’s Tariff Refund Fight Just Got Harder as Shoppers Seek Payback

Costco Wholesale’s Tariff Refund Fight Just Got Harder as Shoppers Seek Payback

House Democrats have asked Costco and other major retailers to detail how any Trump-era tariff refunds will benefit consumers, as U.S. Customs and Border Protection begins processing claims under a new CAPE system. Costco and FedEx have sued to preserve refund rights, while a customer has filed a class action demanding refunds be returned to shoppers. Costco shares last traded at $1,011.15.
25 April 2026
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Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks shares closed up 3.08% at $178.54 on Friday, outpacing cybersecurity peers after Japan announced a financial-sector cybersecurity task force over concerns tied to Anthropic’s Mythos AI model. The company continues heavy spending on acquisitions and integration, aiming to capture demand from large organizations worried about AI-driven cyber threats.
25 April 2026
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Stock Market Today

  • Palantir Shares Rise 2.8% on Record 85% Revenue Growth and Expanding Margins
    May 15, 2026, 2:56 PM EDT. Palantir Technologies Inc. [NASDAQ: PLTR] shares gained 2.8% to around $133 mid-day on May 14 following Q1 2026 results showing 84.7% year-over-year revenue growth and a 43.67% net margin. The company reported the highest revenue growth in its public history, driven by accelerated AI platform adoption and increased US government contracts. US commercial revenue more than doubled, lifting annual revenue guidance to $7.65-$7.66 billion, implying 71% growth. Despite volatility linked to rising Treasury yields impacting high-growth stocks, Palantir's operating margin rose to 46.2%, with a strong Rule of 40 score of 145%, highlighting both rapid growth and profitability. This underpins confidence in its premium valuation with a 77x forward sales multiple, reflecting durable competitive positioning rather than transient spikes.

Latest articles

Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

15 May 2026
Palantir Technologies faces renewed investor pressure after shareholders representing $336.1 billion backed a call for an independent human-rights review of its software. The push comes as Palantir’s AI tools draw attention in Ukraine, where CEO Alex Karp signed a data-sharing deal with the military. Shareholders will vote on disclosure and rights proposals at the June 3 annual meeting. Palantir’s board opposes the measures.
Archer Aviation’s $8 Million Vendor Share Filing Puts Cash Burn Back in Focus

Archer Aviation’s $8 Million Vendor Share Filing Puts Cash Burn Back in Focus

15 May 2026
Archer Aviation registered 3.27 million shares for resale and plans to issue up to $8 million in stock to vendors, according to a new SEC filing. The move comes days after Archer reported a first-quarter net loss of $217.7 million and revenue of $1.6 million. Shares fell about 4% to $6.13 in New York trading. Archer ended March with $1.78 billion in cash and short-term investments.
UiPath Shares Surge With AI Optimism Ahead of Earnings

UiPath Shares Surge With AI Optimism Ahead of Earnings

15 May 2026
UiPath shares rose 7.4% to $10.39 Friday after the company launched Global AgentHack 2026, a developer contest focused on its new coding-agent platform. Trading volume hit nearly 29.9 million shares, with call options activity at 1.4 times the norm. The hackathon offers $50,000 in prizes and runs through June 29. Investors are watching to see if AI agents will boost or threaten UiPath’s automation business ahead of May 28 earnings.
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