Today: 12 May 2026
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Artificial Intelligence 10 May 2026 - 11 May 2026

Nebius Stock Rally Hits a Crucial $18 Billion AI Test Before Q1 Earnings

Nebius Stock Rally Hits a Crucial $18 Billion AI Test Before Q1 Earnings

Nebius Group shares jumped $13.93 to $190.98 in U.S. trading Monday, nearing record highs ahead of its May 13 quarterly report. The Nasdaq-listed AI cloud firm has reported major deals with Meta and Microsoft, and secured a $2 billion investment from Nvidia. Wall Street raised price targets, with B of A Securities lifting its target to $205. Nebius closed a $4.34 billion convertible debt round in March to fund aggressive data center expansion.
11 May 2026
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BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

BigBear.ai director Dorothy Hayes sold 15,000 shares for $61,575 on May 8, leaving her with 204,150 shares, according to an SEC filing. The sale came days after the company reported a $281.9 million backlog and reaffirmed 2026 revenue guidance. BigBear.ai posted first-quarter revenue of $34.4 million, down 1% year-over-year. The stock traded near $4.18, down 27% over six months.
11 May 2026
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ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

KeyBanc maintained an Underweight rating and $85 price target on ServiceNow after the company projected over $30 billion in subscription revenue by 2030. ServiceNow’s first-quarter subscription revenue rose 22% to $3.67 billion, but KeyBanc flagged slowing bookings growth. Shares traded at $93.13 early Monday, up 2.1%. ServiceNow’s Now Assist AI product reached $750 million in annual contract value.
11 May 2026
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Helport AI Stock Jumps Nearly 50% Premarket as HPAI Draws Fresh Trader Interest

Helport AI Stock Jumps Nearly 50% Premarket as HPAI Draws Fresh Trader Interest

Helport AI shares surged 49.1% to $1.47 in U.S. premarket trading Monday, with volume spiking to 6.98 million shares, despite no new company announcement. The stock had dropped 81.9% over the past year and hit a record low last week. Helport last disclosed an April 9 partnership with QuickCEP to build an AI agent product for global brands. The company reported 2025 revenue of $34.9 million, with net income down 74.8%.
11 May 2026
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Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

UBS downgraded Dell Technologies to Neutral from Buy, citing a 170% surge in Dell shares over 12 months and saying valuation now reflects its AI server growth story. Dell’s stock closed at $260.46 on Friday, up 13% after President Trump publicly praised the company. Dell forecasts $50 billion in fiscal 2027 AI server revenue, more than double current levels. The board is seeking approval to reincorporate from Delaware to Texas.
11 May 2026
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AMD Stock Extends AI Rally — But Wall Street’s Next Test Is Already Here

AMD Stock Extends AI Rally — But Wall Street’s Next Test Is Already Here

AMD shares rose 1.01% to $459.80 in pre-market trading Monday after surging 11.44% Friday. First-quarter revenue jumped 38% to $10.3 billion, with data-center sales up 57% on demand for EPYC processors and Instinct GPUs. Goldman Sachs and Bernstein raised their price targets, citing server CPU growth from agentic AI. AMD now forecasts the server CPU market will top $120 billion by 2030.
11 May 2026
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Sandisk Stock Hits Record High: Why the $245 Billion AI Storage Bet Is Getting Harder to Ignore

Sandisk Stock Hits Record High: Why the $245 Billion AI Storage Bet Is Getting Harder to Ignore

Sandisk shares closed at a record $1,562.34 on Friday, pushing its market value to about $245 billion. Fiscal third-quarter revenue jumped 251% to $5.95 billion, with data-center revenue up 645% to $1.47 billion. The company reported $41.6 billion in contracted sales not yet booked. Sandisk, spun out of Western Digital in 2025, now far surpasses its former parent in market value.
11 May 2026
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Fluence Energy Stock Soars After A Revenue Miss: The AI Power Bet Behind Wall Street’s Re-Rating

Fluence Energy Stock Soars After A Revenue Miss: The AI Power Bet Behind Wall Street’s Re-Rating

Fluence Energy shares jumped 27.4% Friday, closing at $24.16 after the company announced master supply agreements with two large data-center customers and reported a record $5.6 billion backlog. Order intake doubled year-to-date to $2.0 billion. Quarterly revenue rose 7.7% to $464.9 million, missing analyst estimates, while net loss narrowed to $29.2 million. Analyst upgrades followed the news, with price targets raised as high as $28.
11 May 2026
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Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir shares closed Friday at $137.80, up 0.55%, but still below their pre-earnings level. First-quarter revenue jumped 85% to $1.63 billion, prompting the company to raise its 2026 revenue forecast to as much as $7.66 billion. U.S. revenue more than doubled, driven by defense contracts. Investors remain cautious as the stock trades at a high valuation.
11 May 2026
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Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

SiamAI denied exporting AI servers to China, following allegations it helped circumvent U.S. export controls on Super Micro Computer and Nvidia chips. Super Micro shares closed Friday at $35.37, up 5.2%. The company reported fiscal Q3 net sales of $10.2 billion and net income of $483 million. U.S. markets reopen Monday, with the stock under scrutiny over export risks.
10 May 2026
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Micron Stock Just Became the AI Memory Trade Wall Street Can’t Ignore

Micron Stock Just Became the AI Memory Trade Wall Street Can’t Ignore

Micron Technology’s market value topped $850 billion Friday as its shares surged to $746.81, driven by soaring demand for memory chips in AI systems. Quarterly revenue nearly tripled from a year earlier, with DRAM, NAND, and HBM sales hitting records. CEO Sanjay Mehrotra said supply remains tight, supporting high prices. Analysts warn the memory market’s boom-bust cycle could return if capacity expands too quickly.
10 May 2026
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IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited signed a five-year, $3.4 billion cloud-services deal with Nvidia, which also secured rights to buy up to 30 million IREN shares at $70 each. IREN’s revenue fell to $144.8 million last quarter, with a net loss of $247.8 million, as it shifts from bitcoin mining to AI cloud services. The new contracts focus on IREN’s Texas data centers and follow recent acquisitions in cloud and data-center infrastructure.
10 May 2026
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Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics will report first-quarter results before U.S. markets open Tuesday, with analysts expecting adjusted earnings of 92 cents a share. The stock closed Friday at $147.33, up 2.6%. Qnity began trading on the NYSE in November after separating from DuPont. The company reported 2025 net sales of $4.75 billion and forecast 2026 revenue of up to $5.17 billion.
10 May 2026
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NANO Nuclear Energy Stock’s Big AI Power Bet Faces a Hard Check on May 14

NANO Nuclear Energy Stock’s Big AI Power Bet Faces a Hard Check on May 14

NANO Nuclear Energy shares surged and then retreated last week after announcing a non-binding memorandum with Super Micro Computer to explore powering AI data centers with micro modular reactors. The company will update investors May 14 after filing its second-quarter Form 10-Q. U.S. reactor licensing remains a major hurdle. NANO closed Friday at $27.45, valuing the company at about $1.37 billion.
10 May 2026
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Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Hut 8 shares closed at $98.46 Friday, down $2.81, after announcing a $9.8 billion, 15-year Texas data center lease with a major tech firm. Rosenblatt and other brokerages raised targets on the stock, citing the shift from crypto mining to AI infrastructure. First-quarter revenue rose to $71 million, but net loss widened to $253.1 million due to digital-asset losses. Initial delivery at Beacon Point is expected in Q3 2027.
10 May 2026
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Samsung Electronics Strike Showdown: AI Chip Boom Faces Crucial 48-Hour Test

Samsung Electronics Strike Showdown: AI Chip Boom Faces Crucial 48-Hour Test

Samsung Electronics faces two days of government-backed wage mediation starting Monday, with its union threatening an 18-day strike from May 21 if no deal is reached. The union wants bonuses tied to 15% of operating profit, while shareholders warn against a strike-influenced settlement. Samsung just posted record Q1 revenue of 133.9 trillion won and 57.2 trillion won in operating profit.
10 May 2026
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Nokia Stock Bounces Back, But Its AI Rally Now Faces a Harder Test

Nokia Stock Bounces Back, But Its AI Rally Now Faces a Harder Test

Nokia’s U.S. shares rose 3.81% Friday, rebounding after a 6.37% drop Thursday, with Helsinki shares up 3.79%. The gains followed a first-quarter earnings beat driven by a 49% jump in AI and cloud customer sales. Nokia’s ADRs closed at $12.82, below the May 5 high of $13.98. The company kept its full-year profit target and raised 2026 growth expectations for its Network Infrastructure unit.
10 May 2026
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ServiceNow Stock Faces Wall Street Test as AI Push Fights ‘SaaSpocalypse’ Fears

ServiceNow Stock Faces Wall Street Test as AI Push Fights ‘SaaSpocalypse’ Fears

ServiceNow shares closed down 2.6% at $91.18 Friday, despite unveiling new AI governance tools at its Knowledge 2026 event in Las Vegas. CEO Bill McDermott dismissed concerns that AI could threaten the company’s subscription model. ServiceNow also announced expanded partnerships with Accenture and Nvidia, and introduced several new data and workflow products. The S&P 500 rose 0.84% on the day.
10 May 2026
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Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Alphabet’s EU antitrust talks remain unresolved after regulators gave Google more time to respond to concerns. Alphabet shares closed at $400.80, up 0.7%, with a market value of $4.86 trillion, trailing Nvidia’s $5.27 trillion. The company reported first-quarter revenue of $109.9 billion, up 22%, and Google Cloud revenue up 63% to $20 billion. Google’s cloud backlog nearly doubled to over $460 billion, driven by enterprise AI demand.
10 May 2026
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Microsoft Stock Week Ahead: MSFT Faces a Fresh AI Test After Big Investor Cut

Microsoft Stock Week Ahead: MSFT Faces a Fresh AI Test After Big Investor Cut

TCI Fund Management cut its Microsoft stake from 10% to 1%, citing AI-driven uncertainty over Microsoft’s future. Microsoft shares closed Friday at $415.12, down 1.34%, lagging the broader market. The company reported fiscal Q3 revenue of $82.9 billion, with Azure and cloud services up 40%. Microsoft expects over $40 billion in capital expenditures next quarter.
10 May 2026
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Stock Market Today

  • Columbia Multi-Sector Municipal Income ETF (MUST) Drops Below 200-Day Moving Average
    May 12, 2026, 4:33 PM EDT. Shares of Columbia Multi-Sector Municipal Income ETF (MUST) fell below the critical 200-day moving average level of $20.56 on Tuesday, reaching a low of $20.52. The ETF is marginally down by 0.1% on the day, trading near its recent low points within a 52-week range of $19.83 to $22.10. Crossing below the 200-day moving average, a widely followed technical indicator signaling trend direction, may indicate potential weakness in the short-term momentum of the fund. Investors often watch this level for signals on changing market conditions or to assess potential entry or exit points.

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Ernexa Stock’s 58% Jump Shows How Fast a Tiny Biotech Can Reprice on Ovarian-Cancer Hopes

Ernexa Stock’s 58% Jump Shows How Fast a Tiny Biotech Can Reprice on Ovarian-Cancer Hopes

12 May 2026
Ernexa Therapeutics shares jumped 58.5% to $11.43 Tuesday after renewed investor focus on its preclinical ovarian-cancer therapy ERNA-101, following a May 11 investor event. Trading volume reached about 18.85 million shares. The company reported $8.3 million in cash as of April 30, less than needed for its 12-month plan, and may use an at-the-market stock sale to raise funds.
UnitedHealth Stock Climbs as Investors Reprice the Turnaround, Not Just the Latest Headline

UnitedHealth Stock Climbs as Investors Reprice the Turnaround, Not Just the Latest Headline

12 May 2026
UnitedHealth shares climbed 3.1% to $396.45 Tuesday after unveiling a new Optum Rx fee-based pricing model and raising 2026 profit guidance. The company reported Q1 revenue of $111.7 billion and adjusted earnings of $7.23 per share. Management said fundamentals are improving but described the turnaround as ongoing. Investors responded to both the PBM overhaul and stronger earnings outlook.
BuzzFeed Stock Nearly Doubles as Byron Allen Deal Buys Time, Not a Clean Turnaround

BuzzFeed Stock Nearly Doubles as Byron Allen Deal Buys Time, Not a Clean Turnaround

12 May 2026
BuzzFeed shares jumped 97% to about $1.44 Tuesday after Byron Allen’s family office agreed to buy 40 million new shares at $3 each, securing 52% control. Only $20 million is due in cash at closing, with the rest as a five-year promissory note. BuzzFeed reported Q1 revenue down 12.4% to $31.6 million and a net loss of $15.1 million. The company warned of “substantial doubt” about its ability to continue operating.
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