Today: 4 June 2026
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Artificial Intelligence 10 May 2026 - 11 May 2026

Palantir’s NHS Patient Data Fight Tests Its AI Stock Boom

Palantir’s NHS Patient Data Fight Tests Its AI Stock Boom

Britain’s NHS is allowing external staff, including Palantir contractors, broad access to identifiable patient data while building a new health-data platform, the Financial Times reported. The contract, awarded to a Palantir-led consortium in November 2023, is valued at £330 million over seven years. MPs and privacy campaigners raised concerns over data security. NHS England says Palantir cannot commercialise or use the data to train AI models.
11 May 2026
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MARA Holdings Stock Faces a Crucial Test as Bitcoin Miner’s AI Pivot Meets Earnings Day

MARA Holdings Stock Faces a Crucial Test as Bitcoin Miner’s AI Pivot Meets Earnings Day

MARA Holdings shares climbed nearly 6% Monday ahead of first-quarter results and an earnings call set for 5 p.m. ET. The company recently agreed to buy Long Ridge Energy & Power for $1.5 billion, adding a 505-megawatt gas plant and land for a data-center campus. MARA sold 15,133 bitcoin in March to help repurchase $1 billion in convertible notes. The Long Ridge deal is expected to close in the second half of 2026.
11 May 2026
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Qualcomm Stock Hits Record High as AI Data-Center Bet Forces Wall Street Rethink

Qualcomm Stock Hits Record High as AI Data-Center Bet Forces Wall Street Rethink

Qualcomm shares hit a record high Monday, rising as much as 9.3% before settling up 6.8% at $233.98, amid a broad chip rally. Investors focused on Qualcomm’s data-center chip push and recent $10.6 billion quarterly revenue, despite continued risks from smartphones and Apple exposure. CEO Cristiano Amon said shipments to a major cloud customer remain on track for later this year.
11 May 2026
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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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Stock Market Today

  • Church & Dwight (CHD) Stock Undervalued by 25.9% Amid Recent Price Weakness
    June 4, 2026, 2:36 AM EDT. Church & Dwight (CHD) shares trade at around $92.89, showing a 12.4% gain year-to-date but down 5.5% over the last year. Despite recent price softness, a Discounted Cash Flow (DCF) model values the stock at $125.34, indicating it is undervalued by 25.9%. The DCF approach estimates future free cash flow growth from $1.023 billion to $1.225 billion by 2030, supporting intrinsic value well above the current market price. However, Church & Dwight scores only 2 out of 6 on Simply Wall St's valuation checks for undervaluation, suggesting mixed signals. Investors should weigh the DCF optimism against sector context and other valuation metrics like the Price-to-Earnings (P/E) ratio to gauge upside potential and risks in this household products sector stock.

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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