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Artificial Intelligence 13 May 2026 - 14 May 2026

Nokia Stock Surges Again as Cisco’s AI Orders Put New Heat Under the Network Trade

Nokia Stock Surges Again as Cisco’s AI Orders Put New Heat Under the Network Trade

Nokia shares jumped about 10% in Helsinki Thursday, extending gains after Cisco reported $5.3 billion in AI infrastructure orders and raised its full-year outlook. Nokia launched new agentic AI tools for broadband networks and named Siemens executive Emma Falck as president of Mobile Infrastructure. The stock approached levels last seen 16 years ago.
14 May 2026
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Hewlett Packard Enterprise Stock Jumps as Activist Investors Circle Its AI Networking Pivot

Hewlett Packard Enterprise Stock Jumps as Activist Investors Circle Its AI Networking Pivot

Hewlett Packard Enterprise shares jumped 6% Wednesday after Semafor reported new activist investors, including Irenic Capital, had taken stakes, joining Elliott Management. The stock closed at $32.07, giving HPE a market value of $43.5 billion on heavy volume. HPE is integrating Juniper and launching new private-cloud tools for AI workloads. The company’s next earnings call is set for June 1.
14 May 2026
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Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight

Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight

Fervo Energy shares closed at $36.54, 35% above the $27 IPO price, in their Nasdaq debut Wednesday, valuing the company at $10.36 billion. The Houston geothermal developer raised $1.89 billion by selling 70 million shares. Fervo reported 2025 revenue of $138,000 and a net loss of $57.8 million. The company holds $7.2 billion in potential contracted revenue but has yet to deliver commercial power.
13 May 2026
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Wix Stock Plunges 27% After Q1 Earnings Miss as AI Spending Spooks Investors

Wix Stock Plunges 27% After Q1 Earnings Miss as AI Spending Spooks Investors

Wix shares fell 27.1% to $55.32 after first-quarter adjusted earnings missed estimates and the company posted a GAAP net loss of $57.5 million. Revenue rose 14% to $541.2 million, but non-GAAP operating margin dropped to 5% from 21% a year earlier. JPMorgan cut its price target to $86, citing ongoing heavy investment. Research and development costs jumped to $178.2 million from $127.5 million.
13 May 2026
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Cisco Stock Surges After Q3 Earnings as AI Orders Spark Job Cuts and Bigger Forecast

Cisco Stock Surges After Q3 Earnings as AI Orders Spark Job Cuts and Bigger Forecast

Cisco shares rose 14% in after-hours trading Wednesday after the company raised its annual revenue forecast and announced nearly 4,000 job cuts to fund AI investments. Fiscal Q3 revenue reached $15.8 billion, up 12%, with net income of $3.4 billion. Cisco now expects fiscal 2026 revenue of up to $63 billion. The company reported $5.3 billion in AI infrastructure orders so far this year.
13 May 2026
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Apple Gives Alphabet a Rare Ally in Europe’s AI-Android Fight

Apple Gives Alphabet a Rare Ally in Europe’s AI-Android Fight

Apple warned EU regulators that proposed Digital Markets Act rules forcing Android to open key features to rival AI services could endanger privacy and security. The intervention came on the last day of a European Commission consultation, with a decision expected by July 27. Alphabet’s shares rose 4% to $402.98 after strong Q1 results and news of a planned yen bond sale to fund AI infrastructure.
13 May 2026
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Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Applied Optoelectronics shares surged 21% Wednesday, trading at $227.05 after strong demand from AI data centers pushed first-quarter data-center revenue to $81.4 million, up from $32 million a year ago. CFO Stefan Murry said supply remains the main constraint, with demand expected to outpace output through mid-2027. AOI shipped its first volume 800G products to a hyperscale customer. The company posted a first-quarter net loss of $14.3 million.
13 May 2026
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Apple Inc’s $4.4 Trillion Fight: EU AI Rules, China Talks and a Stock Near $300

Apple Inc’s $4.4 Trillion Fight: EU AI Rules, China Talks and a Stock Near $300

Apple warned EU regulators that proposed rules to open Android to rival AI services could create “profound risks” for users and devices, according to a Reuters report. The European Commission is weighing measures under the Digital Markets Act, with a final decision expected by July 27. Apple shares rose 1.6% to $299.47 after the news. CEO Tim Cook is also traveling to China with President Trump for trade talks this week.
13 May 2026
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Palantir Stock Slides as Zelenskiy Meeting Puts War-AI Bet in Focus

Palantir Stock Slides as Zelenskiy Meeting Puts War-AI Bet in Focus

Palantir shares fell 4.4% to $129.97 Wednesday as CEO Alex Karp met President Volodymyr Zelenskiy in Kyiv to discuss expanding AI use in Ukraine’s war effort. Kyiv’s Brave1 Dataroom project, launched with Palantir, is training AI models to intercept Russian drones. Russia fired at least 800 drones at Ukraine on Wednesday, killing six. Palantir’s U.S. government and commercial revenue surged in the first quarter.
13 May 2026
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Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

Anthropic launched Claude for Small Business on Wednesday, integrating its AI assistant with apps like QuickBooks, PayPal, HubSpot, and Canva. The product offers 15 preset workflows and skills for tasks such as payroll, invoicing, and campaign management. U.S. small businesses number 36.2 million and employ 62.3 million people, according to the SBA. PayPal and Canva are among launch partners.
13 May 2026
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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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Stock Market Today

  • Global Wealth Nears $100 Trillion Driven by North America and Asia Pacific Growth
    June 4, 2026, 1:20 AM EDT. Global wealth increased by nearly 9% to $98.3 trillion in 2023, propelled by gains in North America and Asia Pacific, according to a new report. The growth underscores how AI advancements and Wall Street's performance continue to concentrate wealth among the richest. This surge highlights ongoing disparities as asset values and investment returns elevate fortunes at the top end of the market. The report signals robust investment activity and economic recovery in key regions, contributing to the expanding global wealth pool.

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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