Today: 4 June 2026
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Artificial Intelligence 2 May 2026 - 4 May 2026

Blaize Stock Jumps as $15 Million Winmate AI Deal Targets Defense Hardware

Blaize Stock Jumps as $15 Million Winmate AI Deal Targets Defense Hardware

Blaize Holdings shares jumped 33.5% to $2.71 after announcing a partnership with Taiwan’s Winmate Inc. to integrate Blaize AI chips into rugged field systems. The companies target about $15 million in business in the first year, though this reflects a sales goal, not confirmed revenue. Trading volume exceeded 34 million shares. Blaize reports first-quarter results May 14.
4 May 2026
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Nokia Stock Hits 17-Year High as AI Data-Center Pivot Draws New Buyers

Nokia Stock Hits 17-Year High as AI Data-Center Pivot Draws New Buyers

Nokia shares surged 6.3% in Helsinki on Monday, hitting a 17-year high after the company announced the sale of its fixed wireless access device business to Inseego and reported rising sales linked to AI data centers. Nokia will receive up to an 11% stake in Inseego as part of the deal, expected to close in the fourth quarter. First-quarter orders from AI and cloud customers reached 1 billion euros, up 49%.
4 May 2026
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CoreWeave Stock Jumps Before Earnings as OpenAI Risk Tests the $700 Billion AI Boom

CoreWeave Stock Jumps Before Earnings as OpenAI Risk Tests the $700 Billion AI Boom

CoreWeave shares climbed 5.8% to $125.89 Monday, valuing the company at $62.7 billion ahead of its first-quarter earnings report due Thursday. The move follows recent volatility tied to concerns over OpenAI, which accounts for about a third of CoreWeave’s contracted revenue. CoreWeave reported $5.13 billion in 2025 revenue and a $66.8 billion backlog at year-end. Citi raised its price target to $155, citing strong backlog growth.
4 May 2026
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Why Micron Stock Is Surging Again as AI Memory Boom Fuels a $1,000 Wall Street Call

Why Micron Stock Is Surging Again as AI Memory Boom Fuels a $1,000 Wall Street Call

Micron Technology shares surged to $584.58 Monday after touching $592.49, extending gains on bets that AI data centers will drive demand for advanced memory. The company reported fiscal Q2 revenue of $23.86 billion, up from $8.05 billion a year earlier, and raised its dividend by 30%. Wall Street analysts boosted price targets, with D.A. Davidson setting Micron at $1,000. SanDisk’s strong results fueled further comparisons.
4 May 2026
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Datavault AI Stock Falls as $60 Million Share Sale Puts Its GPU Network Bet Under Pressure

Datavault AI Stock Falls as $60 Million Share Sale Puts Its GPU Network Bet Under Pressure

Datavault AI Inc. shares dropped about 20% after announcing a $60 million stock offering, adding 109.1 million shares at roughly 55 cents each. Proceeds will fund its planned GPU edge network. The company also agreed to acquire CyberCatch Holdings in an all-stock deal valued at C$136.8 million. Datavault reported 2025 revenue of $39.1 million but remains unprofitable for the year.
4 May 2026
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Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle has been selected by the U.S. War Department to deploy advanced AI on classified military networks, joining SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services. The deal comes as Oracle faces investor scrutiny over its AI cloud business and competition from other cloud providers for Pentagon contracts. Oracle’s classified cloud covers all security levels, including Top Secret and Special Access Programs.
4 May 2026
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Nebius Stock Jumps After $643 Million Eigen AI Deal — What Investors Need To Know

Nebius Stock Jumps After $643 Million Eigen AI Deal — What Investors Need To Know

Nebius Group agreed to acquire U.S.-based Eigen AI in a cash-and-stock deal valued at about $643 million, according to a May 1 SEC filing. Nebius shares closed at $154.49 on Friday, up nearly 12%, and were indicated higher in U.S. premarket trading Monday. The deal is not subject to shareholder approval and will fold Eigen’s technology into Nebius’s managed inference platform.
4 May 2026
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Palantir Stock Faces 9% Earnings Move As AI Pricing Power Goes On Trial

Palantir Stock Faces 9% Earnings Move As AI Pricing Power Goes On Trial

Options pricing signals traders expect Palantir shares to swing about 9% after Monday’s first-quarter earnings. Analysts forecast revenue of $1.54 billion, up 74% from a year ago, and adjusted earnings of 28 cents per share. Palantir’s Artificial Intelligence Platform remains in focus, with recent government contracts and bullish analyst targets ahead of results.
4 May 2026
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SoundHound AI Stock Jumps 20% Before Q1 Earnings as Voice AI Trade Faces Its Next Test

SoundHound AI Stock Jumps 20% Before Q1 Earnings as Voice AI Trade Faces Its Next Test

SoundHound AI shares surged 20.1% to $9.56 Friday, with volume spiking ahead of its May 7 earnings report. The rally followed Twilio’s raised 2026 revenue outlook and strong quarterly results, which lifted sector sentiment. Analysts expect SoundHound’s Q1 revenue near $43 million, with loss-per-share forecasts ranging from 5 to 10 cents. Shares traded at $9.39 premarket Monday, down from Friday’s close.
4 May 2026
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Alibaba Stock Faces a Crucial AI Test as Accio Work Hits 230,000 Businesses

Alibaba Stock Faces a Crucial AI Test as Accio Work Hits 230,000 Businesses

Alibaba said its Accio Work AI tool has been adopted by over 230,000 businesses worldwide one month after launch. The company will report March-quarter and fiscal 2026 results on May 13, with investors watching if AI and cloud growth can offset weaker e-commerce margins. Alibaba’s U.S. shares last closed at $131.50, down 0.31%. Revenue rose 1.7% last quarter, while net income fell 66.3%.
4 May 2026
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Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

Applied Digital shares fell 2.04% to $33.55 Friday, retreating from gains after its $7.5 billion, 15-year AI data-center lease announced April 23. The deal raised total contracted lease revenue above $23 billion, but investors remain cautious over buildout costs and execution risk. Trading volume reached about 17 million shares.
3 May 2026
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Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne reported first-quarter revenue of $1.282 billion, nearly double last year’s figure, driven by surging demand for AI-linked semiconductor test equipment. Taiwan and Korea accounted for a combined 60% of sales, while China’s share fell. Gross margin rose to 60.9%. Management warned of weaker visibility and order timing risk for the second half.
3 May 2026
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MaxLinear Stock Has Tripled. Its AI Data-Center Bet Now Faces a Bigger Test

MaxLinear Stock Has Tripled. Its AI Data-Center Bet Now Faces a Bigger Test

MaxLinear shares jumped 9.1% to $77.18 Friday after first-quarter infrastructure revenue rose 136% year over year, overtaking broadband as its largest segment. The company reported $137.2 million in revenue and a GAAP net loss of $45.1 million. Analysts raised price targets, but the stock now trades above some of those levels. MaxLinear guided second-quarter revenue to $160 million to $170 million.
3 May 2026
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Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Constellation Energy shareholders elected all 11 board nominees and rejected a proposal for a DEI report, according to a Friday filing. Shares last traded at $307.81, down 1.7%, before the weekend. The company will report first-quarter earnings on May 11. JPMorgan and Scotiabank both cut their price targets for the stock earlier this week.
3 May 2026
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Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy shares rose $7.29 to $290.52 Friday after the company raised its 2026 forecast and announced a deal to supply up to 2.45 gigawatts of fuel-cell power to an Oracle-backed New Mexico data center. First-quarter revenue jumped 130% to $751.1 million. Options trading showed increased demand for downside protection. Plug Power and FuelCell Energy lagged, with Bloom emerging as the main fuel-cell play on AI data center growth.
2 May 2026
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Fiserv Stock Gets an AI Payments Twist Before Crucial May 5 Earnings Test

Fiserv Stock Gets an AI Payments Twist Before Crucial May 5 Earnings Test

Fiserv has joined the x402 Foundation, aligning with Coinbase, Visa, Mastercard, and Stripe to develop an open standard for automated internet payments, the company said Friday. The announcement comes ahead of Fiserv’s first-quarter earnings report on May 5 and its investor day on May 14. Fiserv shares closed at $62.14, down 0.81%. Analysts expect adjusted earnings of $1.57 per share for the quarter.
2 May 2026
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Lumen Technologies (LUMN) Stock Faces May 5 Earnings Test as AI Network Bet Meets Loss Forecast

Lumen Technologies (LUMN) Stock Faces May 5 Earnings Test as AI Network Bet Meets Loss Forecast

Lumen Technologies is expected to report a first-quarter loss of 14 cents per share on May 5, with revenue projected at $2.84 billion, down 10.7% from a year ago. The quarter marks Lumen’s first results after selling its consumer fiber business to AT&T for $5.75 billion. Shares closed Friday at $9.32, up $0.475. The company will debut a new revenue reporting framework and discuss results at 5 p.m. ET.
2 May 2026
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Stock Market Today

  • Polymarket Dispute Resolves May Bitcoin Sale 'No,' June 'Yes' After Strategy's Transaction Disclosure
    June 4, 2026, 6:16 AM EDT. Polymarket's dispute resolution panel ruled against bettors who claimed Strategy sold bitcoin by May 31, despite a June 1 filing revealing a 32 bitcoin sale between May 26 and 31. UMA token holders, controlling the oracle dispute layer, sided that the sale was not public before June, tipping May market resolution to 'No' and June's to 'Yes'. Large token holders dominated the voting, raising concerns about decentralization. Galaxy Research challenged the decision, highlighting Strategy's explicit SEC filing dates as grounds for a 'Yes' resolution in May. The controversy underscores tensions in decentralized finance governance and oracle-based market settlements.

Latest articles

Sadot Shares Jumped 100%, But There’s a Detail Investors Might Miss

Sadot Shares Jumped 100%, But There’s a Detail Investors Might Miss

4 June 2026
Sadot Group soared 105.79% to $6.75 after acquiring Anira Consulting and its TradeOS commodity-trading platform for $12 million in stock, preferred shares, and a convertible note, but pre-market trading showed a 5.17% pullback as investors weighed the deal against Sadot’s zero Q1 sales, $4.9 million net loss, debt defaults, and ongoing Nasdaq compliance risks.
CrowdStrike Holdings Stock Jumps 8% as AI Cybersecurity Rally Meets CEO Share Sale

CrowdStrike Stock Drops Despite Earnings Beat

4 June 2026
CrowdStrike shares plunged 11% in premarket trading to $665 despite beating estimates, raising its full-year outlook, and announcing a four-for-one stock split, as investors questioned whether future AI-driven growth is already priced in and reacted to higher operating expenses and sector-wide profit-taking.
Rigetti Computing Stock Jumps Before RGTI Earnings as Quantum Revenue Test Hits Tonight

Rigetti Shares Fall Premarket With Fresh Nasdaq Test for Quantum

4 June 2026
Rigetti Computing shares dropped 10.4% to $24.10 in pre-market trading as investors brace for Quantinuum’s $1.68 billion Nasdaq IPO, signaling a sector-wide markdown in quantum stocks driven by competitive pressure, funding uncertainty, and continued operating losses despite recent government R&D agreements and strong investor appetite for quantum assets.
Airlines See Summer Fuel Pressure—Iran War Impacts Fares, Flights

Airlines See Summer Fuel Pressure—Iran War Impacts Fares, Flights

4 June 2026
JetBlue shares plunged 9% after raising its Q2 fuel-cost forecast to $4.26–$4.36 a gallon, highlighting investor fears as the Iran war drives jet fuel prices to record highs, squeezes airline margins, and threatens IATA’s record $41 billion 2026 profit outlook with potential flight cuts and fare hikes as demand risks emerge.
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