Today: 25 June 2026
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Artificial Intelligence 24 May 2026 - 26 May 2026

Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

SanDisk AI rally has investors watching for what’s next

SanDisk shares traded at $1,478.69 before Tuesday’s U.S. open, down 4.1%, as investors questioned whether the company can sustain its AI-driven rally. The firm reported $5.95 billion in fiscal Q3 revenue, up 97% from the prior quarter, and expects up to $8.25 billion this quarter. SanDisk disclosed $41.6 billion in remaining performance obligations, mostly unbilled. CEO David Goeckeler cited a “fundamental inflection point.”
26 May 2026
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Navitas Shares Jump Again, Hot Streak Faces Dilution Risk With AI Bet

Navitas Shares Jump Again, Hot Streak Faces Dilution Risk With AI Bet

Navitas Semiconductor shares rose to around $32 in premarket trading Tuesday, up 9.4% from Friday’s $29.25 close. Two SEC filings from May 22 detailed the issuance of over 3.2 million merger earnout shares and the settlement of a SPAC-era sponsor share dispute. The company remains unprofitable and has increased its share count under prior agreements. First-quarter revenue reached $8.6 million, down from $14 million a year ago.
26 May 2026
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Ford Stock Hits Three-Year High, AI Push Under Scrutiny

Ford Stock Hits Three-Year High, AI Push Under Scrutiny

Ford shares closed at $14.93 on Friday, their highest in nearly three years, after surging over 9% in a day. The rally followed news that Ford Energy, a new unit, signed a deal with EDF for up to 20 GWh of battery storage systems over five years. Ford has committed $2 billion to the storage business, targeting first deliveries by late 2027. EDF deliveries are set to begin in 2028.
26 May 2026
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Nokia Oyj Near 52-Week High as New Filing Tied to AI Trade

Nokia Oyj Near 52-Week High as New Filing Tied to AI Trade

Nokia shares traded near a 52-week high in Helsinki after a filing showed senior manager Konstanty Owczarek bought about $500,000 in stock on May 22. Shares reached 13.47 euros before easing to 13.10 euros, up 0.23% by late morning. The purchase follows strong Q1 results and rising AI-related sales. Nasdaq data showed normal trading and a 0.12% gain for the Helsinki 25 index.
26 May 2026
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Nvidia Shares Flat After Big Earnings Beat as Street Looks for More

Nvidia stock trades after holiday break, as AI surge meets some caution

Nvidia closed Friday at $215.33, down 4.4% from May 15 despite reporting record quarterly revenue of $81.6 billion, up 85% year-on-year. U.S. markets were closed Monday for Memorial Day; Nasdaq futures last traded up 0.86%. Nvidia approved an $80 billion share buyback and guided for $91 billion in Q2 revenue. Investors remain focused on execution risks and AI demand.
26 May 2026
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Snowflake Shares Jump Ahead of Results as Wall Street Bets on AI Demand

Snowflake’s AI Comeback Faces a Wall Street Test Before Q1 Earnings

Snowflake will report fiscal first-quarter results after U.S. markets close May 27, with Wall Street expecting $1.32 billion in revenue and 32 cents adjusted EPS. The stock is down 21.5% this year. Analysts remain mostly positive but have trimmed price targets amid concerns over AI spending and competition. Snowflake ended January with 733 customers generating over $1 million in annual product revenue.
26 May 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

AMD Nears High as AI Boom Faces Another Test

AMD shares closed at $467.51 on Friday, up 3.99%, near a 52-week high ahead of the Memorial Day market closure. CEO Lisa Su said in Taipei that CPU demand is stronger than expected and supply should improve each quarter as AMD works with Taiwan partners. The company plans to spend over $10 billion in Taiwan’s AI sector and is ramping up Venice EPYC chip production on TSMC’s 2-nanometer process.
26 May 2026
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Schwab Faces $12.6 Trillion Test as AI Cash Flows Raise Concerns Again

Schwab Faces $12.6 Trillion Test as AI Cash Flows Raise Concerns Again

Charles Schwab shares closed at $90.15 Friday, down 0.29%, as markets shut for Memorial Day. Traders are watching risks to Schwab’s earnings from idle client cash, with AI tools making it easier for clients to move funds into higher-yield products. Schwab reported $12.61 trillion in client assets for April and raised its 2026 revenue forecast to 14–15% growth.
25 May 2026
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Keel Infrastructure Stock Is Jumping — Now Comes the AI Lease Test

Keel Infrastructure Stock Is Jumping — Now Comes the AI Lease Test

Keel Infrastructure’s Toronto-listed shares rose 6.94% to CA$7.09 on Monday, while its Nasdaq line remained closed for Memorial Day after ending Friday at $4.81, up 3.66%. Investors are watching Keel’s pivot from bitcoin mining to leasing power-backed data centers for AI. First-quarter revenue fell 23% to $37 million, with a $128 million loss from continuing operations. Keel reported $533 million in liquidity.
25 May 2026
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Alphabet Stock Shut for Holiday; AI Rally in Focus This Week

Alphabet Stock Shut for Holiday; AI Rally in Focus This Week

Alphabet shares closed Friday at $382.97, down 1.21% for the day and 3.5% for the week, while the Nasdaq and S&P 500 rose. Google and Blackstone announced a $5 billion AI cloud venture targeting 500 megawatts of data-center capacity by 2027. Alphabet reported Q1 revenue up 22% to $109.9 billion. Google appealed a federal judge’s ruling that found it held illegal monopolies in search and search ads.
25 May 2026
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Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron shares closed Friday at $751.00, down 1.46% but up 3.6% for the week, ahead of a Memorial Day market closure. The company announced the start of 1-alpha DRAM production at its Manassas, Virginia, facility, part of a $2 billion expansion. Samsung workers in South Korea are voting on a pay deal that could affect memory supply. Micron reported strong quarterly results and raised its revenue outlook.
24 May 2026
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Keel Infrastructure Climbs Into the Weekend as AI Leasing Move Faces Test

Keel Infrastructure Climbs Into the Weekend as AI Leasing Move Faces Test

Keel Infrastructure closed Friday at $4.81 on Nasdaq, up 3.66% for the day and 9.57% over five sessions. The company aims to sign data-center leases at Panther Creek, Sharon, and Moses Lake this year as it shifts from bitcoin mining to AI-linked infrastructure. Keel reported $533 million in liquidity as of May 8. First-quarter revenue fell 23% to $37 million, with a net loss of $145.4 million.
24 May 2026
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Ondas Shares Look to Tuesday After AI Defense Contract and Share Resale Filings

Ondas Shares Look to Tuesday After AI Defense Contract and Share Resale Filings

Ondas Inc. closed a $196.6 million all-stock acquisition of Israel’s Omnisys, registering shares for resale tied to recent deals. Ondas shares fell 1.31% to $9.06 Friday, underperforming the Nasdaq Composite ahead of the Memorial Day market closure. A May 21 filing detailed Omnisys sellers face a daily cap on share sales. Omnisys, with 185 employees, is expected to add over $100 million in revenue across 2026 and 2027.
24 May 2026
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Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Japan’s Nikkei 225 jumped 2.68% Friday, leading gains across Asia, as chip stocks rallied despite Brent crude holding above $103 and U.S. 10-year yields at 4.558%. Nvidia and Lenovo fueled hardware optimism, but China announced a crackdown on online brokers. President Trump claimed progress on an Iran peace deal, though Iran disputed reopening the Strait of Hormuz.
24 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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