Today: 25 June 2026
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Artificial Intelligence 27 May 2026 - 28 May 2026

Robinhood Moves to Let AI Agents Trade and Spend, Turning Up Pressure on Banks

Robinhood Moves to Let AI Agents Trade and Spend, Turning Up Pressure on Banks

Robinhood shares rose 9.6% to $83.55 after the company announced customers can now use AI agents to trade stocks and make virtual credit card purchases. The Agentic Trading and Agentic Credit Card features allow users to set up separate accounts for AI-directed transactions. Robinhood reported 27.4 million funded accounts and 4.3 million Gold subscribers in Q1.
28 May 2026
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Marathon Digital stock dips as Bitcoin slide draws focus to AI push

Marathon Digital stock dips as Bitcoin slide draws focus to AI push

MARA Holdings shares fell 2.1% to $14.03 on Thursday, underperforming other bitcoin miners as bitcoin dropped 1.7%. The company reported a $1.26 billion net loss last quarter, with revenue down 18% from a year ago, mostly due to lower bitcoin-mining income. No new company statements were issued this week. Investors remain focused on MARA’s bitcoin exposure and its $1.5 billion Long Ridge Energy acquisition.
28 May 2026
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Marvell up after $10B custom-chip goal gives AI story a boost

Marvell up after $10B custom-chip goal gives AI story a boost

Marvell Technology shares rose 2.4% to $203.50 Thursday after the company projected annual custom-chip revenue above $10 billion by fiscal 2029. First-quarter revenue jumped 28% to $2.418 billion, with data center sales making up 76% of the total. Marvell’s GAAP net income fell to $34.5 million. The company reported strong AI-related bookings and expects $1 billion in prepayments this year to secure supply.
28 May 2026
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AMD Stock Is Running Hot Again as Wall Street Chases the Next Big AI Winner

AMD Stock Is Running Hot Again as Wall Street Chases the Next Big AI Winner

AMD shares rose 5.1% to $520.93 in midday trading Thursday, outpacing Nvidia and Intel as investors returned to chip stocks. The move follows AMD’s announcement of over $10 billion in investments across Taiwan’s chip sector and continued demand for its AI-focused CPUs and GPUs. The iShares Semiconductor ETF gained 1.9%. CEO Lisa Su said supply will increase each quarter through 2027.
28 May 2026
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Palantir Jumps, Wall Street Still Has AI Concerns

Palantir Jumps, Wall Street Still Has AI Concerns

Palantir shares rose 5.7% to $140.10 by midday Thursday, outpacing major indexes as investors returned to AI and data software stocks. Volume topped 22 million shares, with market cap near $360 billion. The company recently raised its 2026 revenue target to up to $7.66 billion after reporting 85% first-quarter revenue growth. Some analysts warn the stock price leaves little room for error.
28 May 2026
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Super Micro Shares Move on Taiwan Server Seizure, AI Cloud Agreement

Super Micro Shares Move on Taiwan Server Seizure, AI Cloud Agreement

Super Micro shares rose 6.2% to $40.57 Thursday after the company reported Taiwanese officials arrested three suspects and seized 50 servers linked to illegal exports to China. The company also announced a major AI-cloud deployment in Europe with Verda. Trading volume exceeded 18 million shares. Super Micro forecast quarterly revenue of $11 billion to $12.5 billion.
28 May 2026
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Keel’s AI rally gets premarket test

Keel’s AI rally gets premarket test

Keel Infrastructure shares fell 1.82% in premarket trading Thursday after a 7.31% gain Wednesday, as the company shifts from Bitcoin mining to AI data centers. First-quarter revenue dropped 23% to $37 million, with an operating loss of $98 million. Keel reported $533 million in liquidity as of May 8. The company completed its U.S. redomiciling and rebrand from Bitfarms in April.
28 May 2026
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Micron’s $1 Trillion AI-Memory Bet Faces New York Test

Micron’s $1 Trillion AI-Memory Bet Faces New York Test

Micron Technology shares fell 1.82% to $911.48 in premarket trading Thursday after closing at $928.41, despite recently surpassing a $1 trillion market cap on AI demand and analyst upgrades. The company reported fiscal Q2 revenue of $23.86 billion and forecast Q3 revenue of $33.5 billion. U.S. futures edged lower as traders watched Iran headlines and awaited inflation data.
28 May 2026
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IREN Drops Pre-market After $1.6B Dell AI Deal

IREN Drops Pre-market After $1.6B Dell AI Deal

IREN Limited shares fell 3.6% to $65.41 in premarket trading Thursday after surging 13.48% Wednesday on news of a $1.6 billion deal with Dell for Nvidia Blackwell systems. The hardware will support IREN’s $3.4 billion AI cloud contract at its Texas campus. The deal was signed May 19, with Dell to be paid within 30 days of each shipment. Wall Street responded as B. Riley Securities raised its price target to $88.
28 May 2026
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Intel slips ahead of inflation numbers, AI momentum cools

Intel slips ahead of inflation numbers, AI momentum cools

Intel shares fell 1.4% to $121.77 on Wednesday and traded at $119.70 after hours ahead of Thursday’s session. Reuters reported ByteDance is developing its own CPUs as Intel and AMD raised prices 10% to 35% in recent months. The Philadelphia Semiconductor Index dropped 1.4% after hitting a record high. U.S. stock futures declined Thursday as traders watched inflation data and U.S.-Iran tensions.
28 May 2026
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Nvidia Shares Fall as $5 Trillion AI Trade Faces Next Challenge

Nvidia Shares Fall as $5 Trillion AI Trade Faces Next Challenge

Nvidia shares fell 1.1% to $212.60 Wednesday, with its market value near $5.19 trillion, as chip stocks broadly retreated after recent gains. The S&P 500 and Nasdaq closed at record highs. Taiwan prosecutors suspect Nvidia chips may have been smuggled into China via Japan, Bloomberg reported, though Reuters could not verify this. Nvidia recently reported Q1 revenue of $81.6 billion, up 85% year-on-year.
28 May 2026
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Dell’s AI Run Meets Hurdle as Lenovo and HP Rekindle Hardware Bets

Dell’s AI Run Meets Hurdle as Lenovo and HP Rekindle Hardware Bets

Dell shares traded near $305 late Wednesday, down from an early high of $327.75, ahead of Thursday’s earnings report. Analysts expect fiscal Q1 revenue of $36.18 billion and adjusted EPS of $2.97, just above Dell’s own targets. Dell previously forecast $50 billion in annual AI server revenue and reported $43 billion in backlog. Option markets implied a possible 10% move in the stock by week’s end.
28 May 2026
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AI Fund Lifts Nebius Again After 444% Climb

AI Fund Lifts Nebius Again After 444% Climb

Nebius Group shares rose 11.47% after hours Wednesday following a filing showing Situational Awareness LP and affiliates took a 5.6% stake. The AI cloud company reported Q1 revenue of $399 million, up 684% from last year. Meta agreed in March to buy at least $12 billion in AI computing capacity from Nebius starting in 2027. Shares have climbed about 444% over the past year.
28 May 2026
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Everpure Tops Estimates But Shares Slip as AI Drives Up Storage Costs

Everpure Tops Estimates But Shares Slip as AI Drives Up Storage Costs

Everpure shares fell 2.8% to $85.74 after the company reported first-quarter revenue up 35% to $1.05 billion, beating estimates. Product revenue rose 55% to $577 million, and adjusted earnings reached 47 cents a share, above forecasts. The company raised its fiscal 2027 outlook but faces margin pressure from higher memory and component costs. Everpure completed its rebrand from Pure Storage and closed its 1touch acquisition.
28 May 2026
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HP Shares Trade Choppy After Earnings Beat on AI PC Bets

HP Shares Trade Choppy After Earnings Beat on AI PC Bets

HP Inc. reported fiscal Q2 revenue of $14.4 billion, up 9%, and adjusted earnings of 86 cents per share, beating analyst estimates. Shares rose 4.4% in regular trading and briefly jumped 15% after hours. PC revenue climbed 13% to $10.2 billion, though total PC units shipped fell 7%. HP trimmed the top end of its full-year adjusted profit outlook, citing rising memory and storage costs.
28 May 2026
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Salesforce Tops Estimates, But Stock Dips as AI Concerns Return

Salesforce Tops Estimates, But Stock Dips as AI Concerns Return

Salesforce issued second-quarter revenue guidance below Wall Street estimates, sending shares down 0.8% to $177.51 after hours. First-quarter revenue reached $11.13 billion, beating forecasts, while Agentforce and Data 360 annual recurring revenue doubled to nearly $3.4 billion. The stock is down almost 33% in 2026. Investors remain cautious over AI’s impact on future growth.
27 May 2026
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Snowflake shares rise on $6 billion AWS deal, driven by AI cloud demand

Snowflake shares rise on $6 billion AWS deal, driven by AI cloud demand

Snowflake raised its fiscal 2027 product revenue outlook to $5.84 billion after first-quarter product revenue rose 34% to $1.33 billion. The company signed a $6 billion, five-year cloud infrastructure deal with Amazon Web Services focused on Graviton chips and AI. Shares jumped 29% after hours. Snowflake reported a GAAP net loss of $295.6 million for the quarter.
27 May 2026
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Stock Market Updates

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

25 June 2026
Micron soared 16.34% after hours as customers locked in nearly $100 billion in future supply obligations—about 2.4 times its latest quarterly revenue—fueling a $400 billion surge in chip stocks and reversing the tech selloff that erased over $1 trillion from the Nasdaq 100 this week.
Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

25 June 2026
Santos shares closed down 0.96% at A$7.24 after Brent crude slumped US$3.34 to US$73.74, cutting potential annual gross sales from its new Pikka project by about US$50 million at plateau rates; Pikka’s ramp to 80,000 barrels per day is key, as oil price swings now have a direct impact on Santos’ production-linked revenue and its US$2.5 billion net debt reduction target.
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