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Artificial Intelligence 15 May 2026

Shares of BigBear.ai Slide as Defense AI Hype Wavers

Shares of BigBear.ai Slide as Defense AI Hype Wavers

BigBear.ai shares fell about 5% to $4.16 Friday afternoon after reporting flat first-quarter revenue of $34.4 million and a wider adjusted EBITDA loss of $9.9 million. Backlog rose 14% to $281.9 million, boosted by a $53 million classified contract. The company kept its 2026 revenue forecast at $135 million to $165 million. Gross margin improved to 34.0% from 21.3% a year earlier.
15 May 2026
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Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

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

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.
15 May 2026
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UiPath Shares Surge With AI Optimism Ahead of Earnings

UiPath Shares Surge With AI Optimism Ahead of Earnings

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.
15 May 2026
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Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon launched Alexa for Shopping across its app, website, and Echo Show devices, integrating its Rufus assistant into a broader AI tool that compares products, tracks prices, and automates purchases. Shares fell 1.8% to $262.50 Friday. The new service is available to U.S. customers and can complete eligible purchases from other retailers. Polymarket put 65% odds on a $260-$265 weekly close.
15 May 2026
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Apple’s OpenAI Deal Hits Legal Turbulence Before WWDC AI Reveal

Apple’s OpenAI Deal Hits Legal Turbulence Before WWDC AI Reveal

OpenAI is considering legal action against Apple after their ChatGPT-iPhone partnership failed to deliver deeper integration and subscription growth, sources told Reuters and the Financial Times. OpenAI’s lawyers are working with an outside firm on possible breach-of-contract steps. Apple is expected to detail more AI plans at WWDC, set for June 8-12. Apple shares rose about 1% Friday.
15 May 2026
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IREN Stock Drops After $3 Billion Debt Deal: Why Nvidia’s AI Bet Just Got More Expensive

IREN Stock Drops After $3 Billion Debt Deal: Why Nvidia’s AI Bet Just Got More Expensive

IREN closed a $3.0 billion convertible senior notes sale to fund its shift from bitcoin mining to AI data centers. Shares fell $3.94 to $54.46 late Friday morning after the announcement. The offering follows a $3.4 billion AI cloud contract and a 5GW infrastructure partnership with Nvidia. IREN reported a wider net loss of $247.8 million for the March quarter as it decommissioned mining hardware.
15 May 2026
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Micron Stock Slides as Samsung Strike Threat Tests the AI Memory Boom

Micron Stock Slides as Samsung Strike Threat Tests the AI Memory Boom

Micron shares fell 5.2% to $735.74 Friday morning, cutting its market value to $838 billion, as investors reacted to profit-taking and a possible 18-day strike at Samsung’s South Korean plants. Bank of America raised Micron’s price target to $950 this week, citing AI-driven memory demand. Samsung’s union said the strike will start May 21. Samsung shares dropped as much as 9.3% on supply concerns.
15 May 2026
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Why Ford Motor Company Stock Is Sliding After Its AI Data Center Rally

Why Ford Motor Company Stock Is Sliding After Its AI Data Center Rally

Ford shares dropped 7% to $13.43 in early Friday trading, reversing part of a rally sparked by the launch of its new Ford Energy unit. The subsidiary, announced this week, will sell large battery energy storage systems to utilities and data centers, with first deliveries expected in late 2027. CEO Jim Farley said Ford is in the contracting phase with several customers. The stock had surged 13% Wednesday after Morgan Stanley highlighted the business.
15 May 2026
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Why Cerebras Stock Is Down Today: Wall Street Hits the Brakes After a Blowout AI IPO

Why Cerebras Stock Is Down Today: Wall Street Hits the Brakes After a Blowout AI IPO

Cerebras Systems shares fell about 4% to $298 in early Friday trading, retreating from Thursday’s $311.07 close after a 68% Nasdaq debut. The stock remained roughly 61% above its $185 IPO price. Investors cited concerns over high valuation, customer concentration, and how much OpenAI demand is already priced in. Cerebras raised $5.55 billion in its offering, which was expected to close Friday.
15 May 2026
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ServiceNow Stock Gets an AI Boost From Experian Deal—but Wall Street Will Want Proof

ServiceNow Stock Gets an AI Boost From Experian Deal—but Wall Street Will Want Proof

ServiceNow and Experian announced a global multi-year partnership to integrate Experian’s Ascend data tools into ServiceNow workflows. Financial terms were not disclosed. The deal comes days after ServiceNow’s $4 billion bond sale and a 3.96% rise in its stock price Thursday, though shares remain below their 52-week high. Initial uses include employee onboarding and risk management.
15 May 2026
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Pershing Square Inc. Bets on Microsoft as Ackman Sees an AI Bargain

Pershing Square Inc. Bets on Microsoft as Ackman Sees an AI Bargain

Bill Ackman said Friday that Pershing Square has built a new position in Microsoft, citing the stock’s “highly compelling” valuation. The disclosure follows Pershing Square’s $5 billion IPO and private placement last month. Ackman began buying Microsoft in February after a drop tied to slower cloud growth and heavy AI spending. Microsoft shares traded at $409.43, up 1% premarket.
15 May 2026
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Ackman’s Microsoft Bet Puts $190 Billion AI Spending Plan Back in Wall Street’s Crosshairs

Ackman’s Microsoft Bet Puts $190 Billion AI Spending Plan Back in Wall Street’s Crosshairs

Pershing Square will disclose a new stake in Microsoft in a 13F filing Friday, according to Bill Ackman. Microsoft shares have dropped about 15% this year amid concerns over AI spending and slower cloud growth. The company reported $82.9 billion in revenue and $31.8 billion in net income last quarter, but plans to invest around $190 billion in capital expenditures in 2026.
15 May 2026
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Figma Stock Jumps 10% Premarket After AI Tools Lift 2026 Revenue Forecast

Figma Stock Jumps 10% Premarket After AI Tools Lift 2026 Revenue Forecast

Figma raised its 2026 revenue forecast to $1.422 billion–$1.428 billion after first-quarter revenue jumped 46% to $333.4 million. Shares climbed 10.6% in premarket trading to $22.39. Paid customers rose 54% to about 690,000, with strong adoption of AI-linked products and new charges for AI credits. Figma began enforcing AI credit limits in March; over 75% of affected enterprise users kept using the service.
15 May 2026
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Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Nasdaq 100 futures fell 1.25% early Friday, with Nvidia down 1.8% premarket after a rally. Microsoft drew attention as Pershing Square prepared to disclose a new stake, citing Azure and Copilot. Cerebras surged 89% above its IPO price in its Thursday debut. Rising Treasury yields and oil prices weighed on U.S. AI stocks after record closes for the S&P 500 and Nasdaq.
15 May 2026
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Datavault AI Stock Rises Before Q1 Results as Crypto Bill Vote Puts DVLT Back in Focus

Datavault AI Stock Rises Before Q1 Results as Crypto Bill Vote Puts DVLT Back in Focus

Datavault AI shares climbed about 10% in early premarket trading ahead of its first-quarter results and webcast. The move follows a Senate committee vote advancing a crypto-market bill tied to Datavault’s tokenization strategy. The company recently raised $60 million in a stock sale to fund its GPU edge-network plan, raising dilution concerns. Shares were quoted at $0.5861, up from $0.55 in the recent offering.
15 May 2026
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Anthropic’s $900 Billion Moment: Claude Maker’s $30 Billion Round Could Put It Ahead of OpenAI

Anthropic’s $900 Billion Moment: Claude Maker’s $30 Billion Round Could Put It Ahead of OpenAI

Anthropic has agreed to a $30 billion fundraising round that would value the company at about $900 billion, the Financial Times reported. The deal could close this month and would make Anthropic the world’s most valuable AI startup, surpassing OpenAI. Annualized revenue is projected to exceed $45 billion, up from $9 billion at the end of last year. Dragoneer, Greenoaks, Sequoia, and Altimeter are expected to co-lead the round.
15 May 2026
Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials forecast fiscal third-quarter revenue of about $8.95 billion, beating Wall Street’s $8.09 billion estimate. The company reported record second-quarter revenue of $7.91 billion and adjusted earnings of $2.86 a share, both above expectations. Shares rose 3% in after-hours trading, last at $440.56. Applied expects its semiconductor equipment business to grow over 30% in 2026.
15 May 2026
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Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft shares rose 1.04% to $409.43 on Thursday as investors favored large tech stocks amid record highs for the S&P 500 and Nasdaq. Microsoft reported March-quarter revenue up 18% to $82.9 billion, with Azure and cloud services up 40%. The company expects $190 billion in capital expenditures this year, well above analyst estimates. Microsoft is also exploring AI startup deals as it reassesses its reliance on OpenAI.
15 May 2026
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Stock Market Today

  • Summit Therapeutics (SMMT) Valuation Assessed Amid Mixed Share Performance and Long-Term Returns
    June 4, 2026, 12:01 AM EDT. Summit Therapeutics' stock closed at $15.07, showing mixed recent performance with a 7-day decline of 13.2% and a 30-day drop of 11.3%. Despite short-term weakness, the 3-year total shareholder return highlights strong long-term gains of approximately 7 times initial investment. Analysts suggest the stock is undervalued with a fair value estimated at $29.18, driven by its lead drug ivonescimab in multiple Phase III trials targeting oncology. However, the high price-to-book ratio of 21.4x versus peers around 10.1x indicates a potentially rich valuation, reflecting significant growth expectations. Investors should consider risks including regulatory hurdles and trial outcomes before betting on future appreciation.

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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