Today: 4 June 2026
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Artificial Intelligence 17 May 2026 - 19 May 2026

Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet shares rose in pre-market trading Tuesday after Google and Blackstone announced a U.S. AI cloud venture, with Blackstone committing $5 billion to add 500 megawatts of data-center capacity by 2027. Alphabet’s Class A shares closed Monday at $396.94 and were quoted at $401.09 before the market opened. The move coincides with the first day of Google I/O and follows strong Q1 earnings.
19 May 2026
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LiveRamp Rallies 27% After Publicis $2.5 Billion Cash Bid

LiveRamp Rallies 27% After Publicis $2.5 Billion Cash Bid

Publicis Groupe agreed to buy LiveRamp Holdings for $38.50 a share in cash, valuing the U.S. data-collaboration firm at $2.546 billion. LiveRamp stock jumped to $37.77 on the news, while the broader market fell. LiveRamp reported fiscal Q4 revenue of $206 million, up 9% from a year earlier. Publicis said the deal will boost its adjusted earnings per share from the first year after closing.
19 May 2026
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Zeta Global Surges 12% After OpenAI Ad Remarks

Zeta Global Surges 12% After OpenAI Ad Remarks

Zeta Global shares rose 11.6% to $19.19 Monday after CEO David Steinberg said the company reached an agreement to help OpenAI run its advertising. The stock outperformed the broader market, with SPY and QQQ both down. Zeta recently joined Snowflake’s Open Semantic Interchange and reported Q1 revenue up 50% year-over-year. Investors cited strong guidance and increased Athena AI agent usage.
19 May 2026
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AI stocks stall as bond market weighs on Wall Street

AI stocks stall as bond market weighs on Wall Street

The Nasdaq fell 0.65% Monday as technology shares slid, with chip stocks retreating ahead of Nvidia’s earnings. Oil prices rose and Treasury yields stayed near recent highs, keeping inflation concerns in focus. NextEra and Dominion Energy announced a $66.8 billion merger, sending Dominion up 10%. Regeneron shares dropped after its melanoma drug missed a key trial goal.
18 May 2026
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Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital shares fell about 10% to $38.30 in midday trading Monday, retreating from an earlier high of $42.75 as investors took profits and re-evaluated risk in AI-infrastructure stocks. The drop followed a recent rally driven by a $7.5 billion, 15-year lease with a major U.S. cloud customer and the spin-off of its ChronoScale unit. Broader market declines and rising Treasury yields also weighed on the stock.
18 May 2026
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TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

Taiwan Semiconductor Manufacturing Co. raised its 2030 global semiconductor market forecast to over $1.5 trillion, citing surging AI demand. TSMC said AI and high-performance computing will make up 55% of the market by 2030 and projected AI accelerator wafer demand to rise 11-fold from 2022 to 2026. The company reported a first-quarter gross margin of 66% and plans to launch five new fabs this year.
18 May 2026
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Intel Shares Edge Up as AI Chip Trade Runs Into Hurdles

Intel Shares Edge Up as AI Chip Trade Runs Into Hurdles

Intel shares rose 0.3% to $109.10 in early New York trading Monday after last week’s selloff, as analysts raised price targets and President Trump commented on the U.S. government’s 10% stake, now valued above $50 billion. First-quarter revenue climbed 7% to $13.6 billion, with Data Center and AI sales up 22%. The iShares Semiconductor ETF fell 0.9%. Intel’s server CPU market share dropped to 54.9% in Q1, according to UBS.
18 May 2026
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Google faces AI test after BofA’s $430 price target

Google faces AI test after BofA’s $430 price target

Alphabet shares rose over 1% Monday, valuing the company near $4.9 trillion ahead of Tuesday’s Google I/O developer conference in Mountain View. Bank of America and other analysts kept Buy ratings, citing strong AI and cloud growth, but warned that high expectations and lack of major AI announcements could pressure the stock. Google I/O will focus on Search, Android, Gemini, and smart glasses.
18 May 2026
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$67 Billion Utility Deal Triggered by AI Power Demand

$67 Billion Utility Deal Triggered by AI Power Demand

NextEra Energy will acquire Dominion Energy in a $66.8 billion share deal, creating the world’s largest regulated electric utility. Dominion shareholders will receive 0.8138 NextEra shares per Dominion share, plus a $360 million cash payment. Dominion’s stock jumped over 12% in premarket trading. The combined company will serve about 10 million utility accounts and own 110 gigawatts of generation.
18 May 2026
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Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

World Investment Advisors disclosed a new stake in Bloom Energy, buying 12,795 shares valued at $1.1 million in the fourth quarter. Bloom recently reported first-quarter revenue of $751.1 million, up 130% from a year earlier, and raised its 2026 revenue outlook. Oracle and BorderPlex plan to use Bloom fuel cells to power a New Mexico AI data center. Bloom shares traded at $275.95 premarket, down $27 from the prior close.
18 May 2026
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Baidu Opens Higher in Pre-Market as AI Cloud Growth Offsets Ad Weakness

Baidu Opens Higher in Pre-Market as AI Cloud Growth Offsets Ad Weakness

Baidu’s U.S.-listed shares rose over 3% in premarket trading after first-quarter revenue reached 32.1 billion yuan, beating estimates. AI cloud and related business revenue jumped 49% to over 13.6 billion yuan, while online marketing revenue fell 22%. Net income dropped to 3.45 billion yuan from 7.72 billion yuan a year earlier. Hong Kong shares closed down 0.81% before the U.S. reaction.
18 May 2026
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Nokia’s AI Run Boosted by Cisco. Now the Real Test Starts

Nokia’s AI Run Boosted by Cisco. Now the Real Test Starts

Nokia shares rose 1.2% to €12.05 in Helsinki on Monday, near a 52-week high, after Cisco reported $5.3 billion in AI infrastructure orders from hyperscalers and raised its full-year forecast. Nokia’s U.S.-listed shares have climbed over 10% since Cisco’s results, with ADRs up about 116% this year. Nokia reported a 49% jump in Q1 net sales to AI and cloud customers and €1 billion in orders from that segment.
18 May 2026
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Riot Platforms’ AI spending puts pressure on Bitcoin investors

Riot Platforms’ AI spending puts pressure on Bitcoin investors

Riot Platforms shares last traded at $23.49, valuing the company at $8.2 billion, as it shifts from bitcoin mining to AI data-center leasing. AMD expanded its lease at Riot’s Rockdale, Texas site to 50 megawatts, with contract value potentially reaching $1 billion. Riot and Terrestrial Energy signed an MOU to explore data centers powered by small modular nuclear reactors. Jefferies rated Riot at hold with a $24 price target.
18 May 2026
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Destiny Tech100 Gains Pre-Market as SpaceX IPO Buzz Mixes With AI Stock Warnings

Destiny Tech100 Gains Pre-Market as SpaceX IPO Buzz Mixes With AI Stock Warnings

Destiny Tech100 Inc. shares rose 10.6% to $52.68 in early premarket trading Monday after reports that SpaceX may list on Nasdaq as soon as June 12 at a $1.75 trillion valuation. DXYZ’s portfolio includes about 14.4% exposure to SpaceX and 18.1% to Anthropic. The stock ended last week down 13% despite sharp swings. Destiny’s shares last closed at nearly double their reported net asset value.
18 May 2026
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Stock Market Today

  • Hammerson (LSE:HMSO) Updates Targets and CFO Amid Mixed Analyst Views
    June 3, 2026, 10:50 PM EDT. Hammerson's fair value per share slightly rose to £3.61, reflecting stability despite stagflation concerns in the broader European property market. Morgan Stanley upgraded the stock to Overweight with a £4.00 price target, highlighting improving investor sentiment and light positioning in European real estate sector. However, Morgan Stanley also warns that property stocks may not serve as safe havens in a stagflationary environment. Other brokers like Deutsche Bank and Berenberg offer price targets ranging from 39 GBp to 50 GBp, showing divergent views on execution risks and valuation. These varied analyst perspectives underscore ongoing caution but signal renewed interest around Hammerson's prospects amid a changing macroeconomic backdrop.

Latest articles

Dow Falls 620 Points After Broadcom’s After-Hours Move Shakes AI Stocks

Dow Falls 620 Points After Broadcom’s After-Hours Move Shakes AI Stocks

4 June 2026
Broadcom plunged 13.7% after hours to $413.62 as second-quarter revenue missed Wall Street estimates and its AI-chip sales forecast stayed unchanged, erasing one of the market’s last AI-linked supports just as the Dow fell 621 points and oil neared $100, stoking inflation and Fed risk concerns.
PVH Shares Drop After Results, But Quarter Wasn’t the Issue

PVH Shares Drop After Results, But Quarter Wasn’t the Issue

4 June 2026
PVH shares plunged 18.7% to $79.00 after hours as the Calvin Klein and Tommy Hilfiger owner slashed its full-year revenue outlook to roughly flat, citing ongoing pressure in Europe, the Middle East and Africa, overshadowing a first-quarter profit beat and signaling weaker second-quarter sales.
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.
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