Today: 13 May 2026
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Artificial Intelligence 12 May 2026 - 13 May 2026

UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test

UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test

UiPath Inc. shares dropped 5.9% to $9.42 on Wednesday, with trading volume above 22 million, after the company launched a new integration for AI coding agents but investors waited for clearer demand signals ahead of its May 28 earnings call. UiPath reported fourth-quarter revenue of $481 million, up 14%, and reached full-year GAAP profitability for the first time.
13 May 2026
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AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology shares rose nearly 10% Wednesday after a filing showed AMD held 65,516 shares at the end of March, valued at $6.49 million then and about $11.8 million at current prices. The disclosure drew attention as Marvell is a key supplier for AI data-center hardware. The Philadelphia SE Semiconductor index is up 64% since March. Analysts raised Marvell’s price targets, citing AI demand and hyperscaler investment.
13 May 2026
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Nokia Oyj’s AI Turn Gets a New Boss as Shares Rally Again

Nokia Oyj’s AI Turn Gets a New Boss as Shares Rally Again

Nokia appointed Siemens executive Emma Falck to lead its Mobile Infrastructure unit starting Sept. 1 and join its group leadership team. Nokia shares rose 5.5% in Helsinki after first-quarter profit jumped 54% and sales to AI and cloud customers increased 49%. The company also launched new agentic AI tools for broadband networks. Falck previously held senior roles at Siemens, BCG, and KONE.
13 May 2026
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SoftBank Group Profit Surges on OpenAI Stake as $64 Billion Bet Faces Cash Test

SoftBank Group Profit Surges on OpenAI Stake as $64 Billion Bet Faces Cash Test

SoftBank reported January-March net profit more than tripled to ¥1.83 trillion, driven by gains from its OpenAI stake. Full-year net income rose to ¥5.002 trillion, the highest ever by a Japanese company. SoftBank’s OpenAI investment reached $34.6 billion as of March 31, set to increase to $64.6 billion after planned 2026 tranches. The company drew $20 billion from a $40 billion bridge loan to fund additional OpenAI investments.
13 May 2026
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Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s U.S. ADRs rose 1.02% to $136.15 in early premarket trading Wednesday, after closing down 1.84% at $134.78 ahead of fiscal fourth-quarter results due before the U.S. open. Revenue is expected to rise to 282.44 billion yuan, but net profit is projected to fall to 11.71 billion yuan. Investors remain cautious as AI and cloud spending weigh on margins.
13 May 2026
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Digi Power X Stock Jumps as Investors Price the AI Data-Center Pivot Before Q1 Update

Digi Power X Stock Jumps as Investors Price the AI Data-Center Pivot Before Q1 Update

Digi Power X Inc. shares traded near $9 in early premarket Wednesday after closing at $8.39, up nearly 13%. The move follows a 10-year, $1.1 billion AI data-center deal with Cerebras Systems and anticipation of Friday’s Q1 results. Volume surged to 21 million shares Tuesday. Investors are watching for proof that new AI contracts will generate real revenue.
13 May 2026
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Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Nebius Group shares rose 3.53% to $185.42 in early extended trading after a 3.76% drop Tuesday, ahead of its Q1 earnings release. The company broke ground on a gigawatt-scale AI factory in Missouri and announced a technology deal with Clarifai’s founder and team. NBIS is up 32.79% in the past month and 454.18% over the past year. Investors are weighing rapid expansion against ongoing losses and heavy capital spending.
13 May 2026
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Rackspace’s AI Rally Turns Into a Test of Debt, Deals and Short-Squeeze Momentum

Rackspace’s AI Rally Turns Into a Test of Debt, Deals and Short-Squeeze Momentum

Rackspace Technology shares closed at $6.33, up 34.97%, with trading volume tripling the average after a new AI cloud deal with AMD. The stock surged from a $4.79 open, peaking at $6.34, before slipping to $6.20 after hours. Q1 results showed revenue up 2% to $678 million and a swing to $8 million net income. Short covering contributed to the sharp move as 24.55% of shares were held short.
13 May 2026
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Tesla Stock Falls as Hot Inflation and Robotaxi Doubts Test the AI Premium

Tesla Stock Falls as Hot Inflation and Robotaxi Doubts Test the AI Premium

Tesla shares fell 2.7% to $433.45 after U.S. inflation data pushed Treasury yields higher and Reuters reported long waits and spotty robotaxi service in Texas. The stock swung from a high of $447.56 to a low of $422.39. Tesla’s valuation remains near $1.53 trillion, with a price-to-earnings ratio close to 398. Management cited cautious robotaxi rollout and increased 2026 capital spending above $25 billion.
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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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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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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Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco shares closed at $98.72 Monday, up 2.23%, ahead of fiscal Q3 results due after the close May 13. Polymarket contracts show traders giving 94% odds Cisco beats $1.04 in adjusted EPS, and 69% odds hyperscaler AI orders top $2 billion, though volumes are thin. Options data imply a 5.8% post-earnings move. Investors are watching whether AI infrastructure demand offsets margin pressure.
12 May 2026
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FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy shares surged 16.35% to a 52-week high of $15.94 Monday, with trading volume tripling the average, as investors bet on fuel cells for powering AI data centers. The company reported Q1 revenue of $30.5 million and a net loss of $26.1 million. FuelCell’s backlog fell to $1.17 billion, and management outlined plans to expand factory capacity in Connecticut. Plug Power and Bloom Energy shares also rose sharply.
12 May 2026
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Stock Market Today

  • Wholesale Inflation Surges on Higher Gas Prices, Signaling Prolonged Consumer Pain
    May 13, 2026, 12:36 PM EDT. Wholesale inflation surged in April, with the Producer Price Index (PPI) rising 6% annually, up from 4% in March, driven largely by a 15.6% spike in gas prices that accounted for 40% of the increase in business costs. April's monthly PPI jump of 1.4% was double economists' expectations and the second-largest since 2010, according to U.S. Labor Department data. Rising oil prices reflect ongoing global supply issues amid the Iran conflict. Core PPI, which excludes volatile food and energy costs, also increased 1%, pushing its annual rate to 5.2%. Despite President Trump's assertions that inflation is temporary and linked to the conflict, analysts warn elevated costs will continue as oil supply remains constrained and the Federal Reserve faces challenges using interest rates to control inflation without risking the labor market.

Latest articles

UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test

UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test

13 May 2026
UiPath Inc. shares dropped 5.9% to $9.42 on Wednesday, with trading volume above 22 million, after the company launched a new integration for AI coding agents but investors waited for clearer demand signals ahead of its May 28 earnings call. UiPath reported fourth-quarter revenue of $481 million, up 14%, and reached full-year GAAP profitability for the first time.
Wolfspeed Stock Jumps 21% as Citrini Research Reprices AI Power-Chip Bet

Wolfspeed Stock Jumps 21% as Citrini Research Reprices AI Power-Chip Bet

13 May 2026
Wolfspeed shares surged over 21% to $65.13 Wednesday, with trading volume exceeding 18 million shares and market value reaching $2.55 billion. The rally followed Citrini Research’s endorsement, tying Wolfspeed’s silicon carbide chips to rising AI data-center demand. Wolfspeed reported a $120 million net loss last quarter and expects negative gross margins to continue. Some analysts remain cautious despite the stock’s recent gains.
LinkedIn Layoffs 2026: Why Microsoft’s Job Cuts Hit Even as Revenue Grows

LinkedIn Layoffs 2026: Why Microsoft’s Job Cuts Hit Even as Revenue Grows

13 May 2026
LinkedIn will cut about 5% of its workforce, affecting roles in marketing, engineering, and product teams, according to internal memos and sources. The move comes as LinkedIn reported a 12% revenue increase last quarter and surpassed 1.3 billion members. The company has over 17,500 employees worldwide. Microsoft shares were little changed following the news.

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SELLAS Stock Jumps After AML Trial Moves Two Events From Final Readout

SELLAS Stock Jumps After AML Trial Moves Two Events From Final Readout

13 May 2026
SELLAS Life Sciences said its pivotal REGAL leukemia trial has recorded 78 of 80 events needed for final analysis, triggering a rise in after-hours trading. The company reported a first-quarter net loss of $8.4 million but ended March with $107.1 million in cash. Research and development spending increased to $5.1 million. SELLAS expects its cash to fund operations for at least 12 months.
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