Today: 4 June 2026
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Artificial Intelligence 25 May 2026 - 26 May 2026

Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Faces New Pressure as Big Funds Divide on AI Trade

New Age Alpha Advisors increased its Vertiv stake by 466% in Q4, while Intermede and Nixon Peabody Trust Co. cut holdings, recent 13F filings show. Vertiv raised its 2026 outlook after Q1 net sales rose 30% to $2.65 billion, driven by AI data center demand. Shares traded at $327.46 in early New York action, with a market cap near $128.4 billion. The stock remains priced at over 82 times earnings.
26 May 2026
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Google Faces $450 Test as AI Rally Meets EU Risk

Google Faces $450 Test as AI Rally Meets EU Risk

Alphabet shares edged up 0.13% pre-market to $383.47 after closing at $382.97, as analysts raised price targets following strong Q1 results. Revenue rose 22% to $109.9 billion, with Google Cloud sales up 63% and EPS at $5.11. Investors await the U.S. open amid AI-driven optimism and concerns over a possible EU fine. Capital spending is projected at up to $190 billion this year.
26 May 2026
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Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

Bloom Energy’s $2.6 Billion AI Deal Back on Wall Street’s Radar

Daiwa Securities upgraded Bloom Energy to Outperform and raised its target to $324, citing shifts in orders and margins amid surging AI power demand. Bloom and Nebius Group signed a deal for up to 328 MW of fuel-cell capacity, with Nebius potentially paying $2.6 billion over 10 years. Bloom shares traded at $314 premarket after closing at $302.49 on May 22. First-quarter revenue rose 130% to $751.1 million.
26 May 2026
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Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing

Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing

Meta raised its 2026 AI infrastructure spending forecast to $125–$145 billion, citing higher component and data center costs. Shares fell as much as 12% after the update, closing down 8.6% the next session. Wolfe Research projects over $26 billion in new 2027 revenue from AI, but analysts question when returns will materialize. CEO Mark Zuckerberg defended the investment, saying returns often lag large-scale product rollouts.
26 May 2026
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Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck

IREN Ltd. co-founder Daniel Roberts warned it could take until 2030 for a new 1-gigawatt AI data center to go live, citing delays in land and power infrastructure. IREN shares traded at $56.83 premarket, with a $19 billion market cap. Nvidia and IREN announced up to 5 gigawatts of joint AI infrastructure and a $3.4 billion GPU cloud deal. IREN posted a $247.8 million quarterly loss as bitcoin mining revenue fell.
26 May 2026
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Broadcom puts $125 million into UCLA AI chip center

Broadcom puts $125 million into UCLA AI chip center

Broadcom, Meta Platforms, Applied Materials, GlobalFoundries, and Synopsys are investing $125 million to launch a semiconductor center at UCLA, aiming to advance custom AI chip development, the university said. The five-year hub will support doctoral research and offer internships at the founding firms. Broadcom shares were flat pre-market at $414.14, while Meta rose 0.5% and Nvidia fell 1.9%.
26 May 2026
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Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

SanDisk AI rally has investors watching for what’s next

SanDisk shares traded at $1,478.69 before Tuesday’s U.S. open, down 4.1%, as investors questioned whether the company can sustain its AI-driven rally. The firm reported $5.95 billion in fiscal Q3 revenue, up 97% from the prior quarter, and expects up to $8.25 billion this quarter. SanDisk disclosed $41.6 billion in remaining performance obligations, mostly unbilled. CEO David Goeckeler cited a “fundamental inflection point.”
26 May 2026
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Navitas Shares Jump Again, Hot Streak Faces Dilution Risk With AI Bet

Navitas Shares Jump Again, Hot Streak Faces Dilution Risk With AI Bet

Navitas Semiconductor shares rose to around $32 in premarket trading Tuesday, up 9.4% from Friday’s $29.25 close. Two SEC filings from May 22 detailed the issuance of over 3.2 million merger earnout shares and the settlement of a SPAC-era sponsor share dispute. The company remains unprofitable and has increased its share count under prior agreements. First-quarter revenue reached $8.6 million, down from $14 million a year ago.
26 May 2026
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Ford Stock Hits Three-Year High, AI Push Under Scrutiny

Ford Stock Hits Three-Year High, AI Push Under Scrutiny

Ford shares closed at $14.93 on Friday, their highest in nearly three years, after surging over 9% in a day. The rally followed news that Ford Energy, a new unit, signed a deal with EDF for up to 20 GWh of battery storage systems over five years. Ford has committed $2 billion to the storage business, targeting first deliveries by late 2027. EDF deliveries are set to begin in 2028.
26 May 2026
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Nokia Oyj Near 52-Week High as New Filing Tied to AI Trade

Nokia Oyj Near 52-Week High as New Filing Tied to AI Trade

Nokia shares traded near a 52-week high in Helsinki after a filing showed senior manager Konstanty Owczarek bought about $500,000 in stock on May 22. Shares reached 13.47 euros before easing to 13.10 euros, up 0.23% by late morning. The purchase follows strong Q1 results and rising AI-related sales. Nasdaq data showed normal trading and a 0.12% gain for the Helsinki 25 index.
26 May 2026
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Nvidia Shares Flat After Big Earnings Beat as Street Looks for More

Nvidia stock trades after holiday break, as AI surge meets some caution

Nvidia closed Friday at $215.33, down 4.4% from May 15 despite reporting record quarterly revenue of $81.6 billion, up 85% year-on-year. U.S. markets were closed Monday for Memorial Day; Nasdaq futures last traded up 0.86%. Nvidia approved an $80 billion share buyback and guided for $91 billion in Q2 revenue. Investors remain focused on execution risks and AI demand.
26 May 2026
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Snowflake Shares Jump Ahead of Results as Wall Street Bets on AI Demand

Snowflake’s AI Comeback Faces a Wall Street Test Before Q1 Earnings

Snowflake will report fiscal first-quarter results after U.S. markets close May 27, with Wall Street expecting $1.32 billion in revenue and 32 cents adjusted EPS. The stock is down 21.5% this year. Analysts remain mostly positive but have trimmed price targets amid concerns over AI spending and competition. Snowflake ended January with 733 customers generating over $1 million in annual product revenue.
26 May 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

AMD Nears High as AI Boom Faces Another Test

AMD shares closed at $467.51 on Friday, up 3.99%, near a 52-week high ahead of the Memorial Day market closure. CEO Lisa Su said in Taipei that CPU demand is stronger than expected and supply should improve each quarter as AMD works with Taiwan partners. The company plans to spend over $10 billion in Taiwan’s AI sector and is ramping up Venice EPYC chip production on TSMC’s 2-nanometer process.
26 May 2026
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Schwab Faces $12.6 Trillion Test as AI Cash Flows Raise Concerns Again

Schwab Faces $12.6 Trillion Test as AI Cash Flows Raise Concerns Again

Charles Schwab shares closed at $90.15 Friday, down 0.29%, as markets shut for Memorial Day. Traders are watching risks to Schwab’s earnings from idle client cash, with AI tools making it easier for clients to move funds into higher-yield products. Schwab reported $12.61 trillion in client assets for April and raised its 2026 revenue forecast to 14–15% growth.
25 May 2026
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Keel Infrastructure Stock Is Jumping — Now Comes the AI Lease Test

Keel Infrastructure Stock Is Jumping — Now Comes the AI Lease Test

Keel Infrastructure’s Toronto-listed shares rose 6.94% to CA$7.09 on Monday, while its Nasdaq line remained closed for Memorial Day after ending Friday at $4.81, up 3.66%. Investors are watching Keel’s pivot from bitcoin mining to leasing power-backed data centers for AI. First-quarter revenue fell 23% to $37 million, with a $128 million loss from continuing operations. Keel reported $533 million in liquidity.
25 May 2026
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Alphabet Stock Shut for Holiday; AI Rally in Focus This Week

Alphabet Stock Shut for Holiday; AI Rally in Focus This Week

Alphabet shares closed Friday at $382.97, down 1.21% for the day and 3.5% for the week, while the Nasdaq and S&P 500 rose. Google and Blackstone announced a $5 billion AI cloud venture targeting 500 megawatts of data-center capacity by 2027. Alphabet reported Q1 revenue up 22% to $109.9 billion. Google appealed a federal judge’s ruling that found it held illegal monopolies in search and search ads.
25 May 2026
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Stock Market Today

  • SentinelOne Stock Shows Potential Undervaluation Amid Price Volatility
    June 3, 2026, 7:45 PM EDT. SentinelOne's share price recently dropped 9.2% over the past week but remains up 11.3% year to date, reflecting ongoing volatility. The cybersecurity firm, known for endpoint security and autonomous threat detection, faces mixed valuation signals with a score of 3 out of 6. A discounted cash flow (DCF) analysis suggests the stock could be undervalued by approximately 31.9%, estimating an intrinsic value near $23.95 compared to the current $16.30. Investors are weighing SentinelOne's forecasted cash flow growth against its recent 9.3% annual return decline. This makes the stock a notable case in a competitive sector where valuation and growth potential are actively debated.

Latest articles

Nu Holdings Shares Fall After Analyst Downgrades and CFO Change

Nu Holdings Shares Fall After Analyst Downgrades and CFO Change

4 June 2026
Nu Holdings sank 2.43% to $11.64 after a second analyst downgrade in two days, as Susquehanna and BofA cited falling margins, rising credit risk, and uncertainty from an upcoming CFO change; credit loss allowances jumped 33% last quarter, while risk-adjusted net interest margin fell to 9.5%, raising concerns about Nu’s growth premium amid broader weakness in Brazilian bank stocks.
Intel shares snap losing streak as Wall Street eyes CPU rebound

Intel shares snap losing streak as Wall Street eyes CPU rebound

4 June 2026
Intel soared 4.43% to $112.71, snapping a five-day losing streak, after unveiling new Xeon 6+ CPUs and rack-scale AI infrastructure at Computex, positioning CPUs as central to AI buildouts and sparking renewed investor interest despite ongoing risks from rivals and rising chip costs.
Five Below Drops After Strong Quarter as Traders React

Five Below Drops After Strong Quarter as Traders React

4 June 2026
Five Below stock plunged 12.6% after hours to $194.87 despite first-quarter sales and profit beating estimates and raised full-year guidance, as investors focused on management’s warnings about rising fuel costs, sticky inflation, and a tougher consumer backdrop that could threaten the chain’s strong sales momentum.
Netskope Shares Fall After Earnings Beat

Netskope Shares Fall After Earnings Beat

4 June 2026
Netskope shares plunged nearly 20% after hours to $9.96 as investors focused on negative free cash flow of $57.2 million and slowing net new ARR, despite 28% revenue growth and a raised 2027 forecast, leaving the stock well below its $19 IPO price and highlighting concerns over sales execution and cash generation.
Nvidia Drops; AI Rally Faces Next Test

Nvidia Drops; AI Rally Faces Next Test

4 June 2026
Nvidia shares slid 3.6% to $214.75 despite upbeat supply comments and new AI PC chip news, as investors took profits after a Computex rally and broader market weakness; ongoing supply constraints and questions about converting AI demand into shipments and margins now test the stock’s momentum.
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