Today: 12 May 2026
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Artificial Intelligence 8 May 2026 - 10 May 2026

Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally

Nvidia Stock Week Ahead: NVDA Nears Record as AI Deals and Inflation Data Test the Rally

Nvidia closed Friday at $215.20, just below its record, after announcing AI infrastructure deals with IREN and Corning. IREN granted Nvidia rights to buy up to $2.1 billion in shares and signed a $3.4 billion AI cloud contract. Nvidia also prepaid Corning billions to boost optical-fiber output. Investors await Nvidia’s May 20 earnings as the stock nears an all-time high.
10 May 2026
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STMicroelectronics N.V. Stock Jumps 5.9% as AI and Space Chip Bets Put STM Back in Play

STMicroelectronics N.V. Stock Jumps 5.9% as AI and Space Chip Bets Put STM Back in Play

STMicroelectronics’ U.S. shares rose 5.9% to $59.17 Friday after Berenberg reaffirmed its Buy rating, citing momentum from AI and satellite chip sales. The company reported Q1 revenue of $3.10 billion and expects Q2 revenue around $3.45 billion. ST projects data-center revenue above $500 million in 2026 and space chip revenue nearing $1 billion. Morningstar raised its fair-value estimate for ST to $46.
10 May 2026
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Constellation Energy Earnings Preview: AI Power Bet Faces a 7% Stock Test

Constellation Energy Earnings Preview: AI Power Bet Faces a 7% Stock Test

Constellation Energy shares fell to $303.63 Friday, down 6% since Wednesday, as traders cut risk ahead of Monday’s first-quarter earnings. Options pricing signals a 7% post-earnings move. Investors await updates on data-center power demand, Calpine integration, and the restart timeline for the former Three Mile Island nuclear unit. The company will report results at 10 a.m. EDT on May 11.
9 May 2026
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Nokia Stock Snaps Back After Selloff, But Its AI Bet Faces a Hard Test

Nokia Stock Snaps Back After Selloff, But Its AI Bet Faces a Hard Test

Nokia’s U.S.-listed ADR closed up 3.81% at $12.82 on Friday, with 95.9 million shares traded, rebounding after a mid-week drop. First-quarter comparable operating profit rose 54% to 281 million euros, beating analyst estimates. Sales to AI and cloud customers jumped 49%. Bank of America upgraded Nokia to Buy last month, citing its expanded U.S. cloud exposure.
9 May 2026
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The Hidden Billions Behind Corning’s Nvidia AI Deal Put GLW Back in Focus

The Hidden Billions Behind Corning’s Nvidia AI Deal Put GLW Back in Focus

Nvidia has paid Corning several billion dollars upfront to fund new U.S. factories, a larger sum than previously disclosed, executives told CNBC. The deal will expand Corning’s optical fiber production, add three plants in North Carolina and Texas, and create over 3,000 jobs. Nvidia also bought $500 million in Corning warrants. Corning raised its long-term sales targets at a May 6 investor event.
9 May 2026
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Zoom Communications Stock Is Back Near Highs. Earnings Will Test the AI Push

Zoom Communications Stock Is Back Near Highs. Earnings Will Test the AI Push

Zoom Communications shares closed at $109.21 Friday, up from $108.36, ahead of its May 21 earnings report. The company faces investor scrutiny after COO Aparna Bawa’s resignation and as it promotes new AI features. Fiscal 2026 revenue rose 4.4% to $4.87 billion. Analysts’ average price target remains below the current share price.
9 May 2026
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NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

NextEra Energy (NEE) AI Power Bet Hits Kansas Data Center Snag

Sedgwick County, Kansas, extended its pause on data center development applications to Sept. 11 amid local land deals tied to NextEra Energy and Monarch Energy. NextEra, which closed Friday at $93.10 a share, is pursuing large data center projects nationwide and reported first-quarter net income of $2.18 billion. The county cited the need for more time to review zoning rules. Local concerns include traffic, water use, and public safety.
9 May 2026
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Aehr Test Systems Stock Jumps as AI Orders Put $41 Million Win in Focus

Aehr Test Systems Stock Jumps as AI Orders Put $41 Million Win in Focus

Aehr Test Systems shares rose 6.5% to $97.23 after a record $41 million AI chip order from its lead hyperscale customer. Fiscal Q3 revenue dropped 44% to $10.3 million, with a net loss of $3.2 million. Bookings for the quarter reached $37.2 million, and the company expects full-year fiscal 2026 revenue at the high end of its $45 million–$50 million range.
9 May 2026
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Sandisk Stock Surges Again as AI Storage Demand Puts SNDK in Wall Street’s Fast Lane

Sandisk Stock Surges Again as AI Storage Demand Puts SNDK in Wall Street’s Fast Lane

Sandisk shares jumped 16.5% to $1,562.34 Friday, lifting its market value to $245 billion as AI-driven demand for flash storage surged. The company reported fiscal Q3 revenue of $5.95 billion, up 97% from the prior quarter, and forecast Q4 revenue as high as $8.25 billion. Datacenter revenue rose 233% sequentially. Investors are watching Sandisk’s $41.6 billion in long-term supply agreements for signs of stability.
9 May 2026
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Dell Stock Surges 13% After Trump Praise — Why AI Servers Are the Bigger Story

Dell Stock Surges 13% After Trump Praise — Why AI Servers Are the Bigger Story

Dell Technologies shares surged 13% to close at $260.46 Friday after Donald Trump urged Americans to “go out and buy a Dell” at a White House event. The stock hit $263.82 intraday on volume over 12 million shares. Dell reported $64 billion in AI-server orders for fiscal 2026 and forecasts $50 billion in AI-server revenue for fiscal 2027. First-quarter results are due May 28.
9 May 2026
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Cisco Stock Jumps Before Earnings as Wall Street Eyes the AI Order Test

Cisco Stock Jumps Before Earnings as Wall Street Eyes the AI Order Test

Cisco shares rose 4.79% to $96.57 Friday ahead of its fiscal third-quarter results, due after markets close May 13. Wall Street expects adjusted earnings of $1.04 per share on $15.56 billion revenue, near the top of Cisco’s guidance. UBS forecasts $1 billion in AI hyperscaler orders but warns higher component costs could pressure margins. Arista Networks, a key rival, reported 35% revenue growth but flagged ongoing supply-chain risks.
9 May 2026
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Why Western Digital Stock Jumped Again as AI Storage Demand Meets a Sandisk Cleanup

Why Western Digital Stock Jumped Again as AI Storage Demand Meets a Sandisk Cleanup

Western Digital shares climbed 3.5% to $480 late Friday after the company agreed to exchange 653,203 Sandisk shares for 1,865,801 of its own stock, continuing its exit from the flash business. WD reported fiscal Q3 revenue of $3.34 billion, up 45% year over year, and forecast Q4 revenue midpoint at $3.65 billion. Sandisk stock jumped 16.5% to $1,562.34. WD cautioned on demand volatility and supply-chain risks.
9 May 2026
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Cisco Systems Stock Jumps Before Q3 Earnings as AI Orders Face a Big Test

Cisco Systems Stock Jumps Before Q3 Earnings as AI Orders Face a Big Test

Cisco shares jumped 4.7% to $96.52 Friday, nearing a record ahead of its fiscal third-quarter earnings report due May 13. Analysts expect adjusted earnings of $1.04 per share on $15.56 billion in revenue. The company last posted $15.3 billion in revenue, citing $2.1 billion in AI infrastructure orders. CEO Chuck Robbins and CFO Mark Patterson will attend investor events through June.
8 May 2026
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Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell shares rose 12.6% Friday, reaching $263.82 intraday, after news of a $100 million supercomputer contract with TotalEnergies and Nvidia and renewed focus on rival Super Micro’s legal issues. Investors shifted attention to Dell’s AI-server business, with the company reporting over $64 billion in AI-optimized server orders for fiscal 2026. Dell’s fiscal first-quarter results are due May 28.
8 May 2026
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SanDisk Stock Bounced Back Fast—Here’s Why Wall Street Is Still Chasing AI Memory

SanDisk Stock Bounced Back Fast—Here’s Why Wall Street Is Still Chasing AI Memory

Sandisk shares surged 11.7% to $1,497 Friday, rebounding from a sharp drop after concerns over short-term NAND demand. The company reported third-quarter revenue up 251% year-over-year to $5.95 billion and signed contracts guaranteeing $42 billion in future revenue. Investors cited ongoing tight supply for AI memory chips. The stock touched an intraday high of $1,528.
8 May 2026
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Eos Energy Stock Jumps 22% Before Earnings as AI Power Trade Takes Hold

Eos Energy Stock Jumps 22% Before Earnings as AI Power Trade Takes Hold

Eos Energy shares surged nearly 22% to $7.75 Friday ahead of its May 13 quarterly report, as investors watch for signs of a manufacturing rebound. The company recently projected Q1 revenue of $56–$57 million, below some analyst estimates, and announced a joint development deal with TURBINE-X Energy. A securities class action was filed May 5, alleging fraud tied to operational issues and a steep stock drop.
8 May 2026
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Intuit Inc. Expands Credit Karma and QuickBooks AI Push as INTU Stock Slips

Intuit Inc. Expands Credit Karma and QuickBooks AI Push as INTU Stock Slips

Intuit’s Credit Karma opened its platform to Americans with no credit history, targeting about 17 million “credit invisible” adults. Shares fell 4.4% to $388.85 Friday morning after the move and the launch of a new QuickBooks workforce product. Intuit reports fiscal Q3 results May 20, following a quarter that included the peak U.S. tax season.
8 May 2026
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Robo.ai Stock Jumps After $100 Million Neurovia Deal: Why the All-Share AI Bet Matters

Robo.ai Stock Jumps After $100 Million Neurovia Deal: Why the All-Share AI Bet Matters

Robo.ai agreed to acquire Neurovia AI Limited for $100 million in stock, sending its Nasdaq-listed shares up about 61% on Friday. The deal, subject to closing conditions, will be paid with 149,097,957 Class B shares priced at $0.6707 each, locked up for up to eight years. Robo.ai reported 2025 revenue of $950,000, down 92% from the previous year, with a net loss of $167.34 million.
8 May 2026
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Stock Market Today

  • Columbia Multi-Sector Municipal Income ETF (MUST) Drops Below 200-Day Moving Average
    May 12, 2026, 4:33 PM EDT. Shares of Columbia Multi-Sector Municipal Income ETF (MUST) fell below the critical 200-day moving average level of $20.56 on Tuesday, reaching a low of $20.52. The ETF is marginally down by 0.1% on the day, trading near its recent low points within a 52-week range of $19.83 to $22.10. Crossing below the 200-day moving average, a widely followed technical indicator signaling trend direction, may indicate potential weakness in the short-term momentum of the fund. Investors often watch this level for signals on changing market conditions or to assess potential entry or exit points.

Latest article

Ernexa Stock’s 58% Jump Shows How Fast a Tiny Biotech Can Reprice on Ovarian-Cancer Hopes

Ernexa Stock’s 58% Jump Shows How Fast a Tiny Biotech Can Reprice on Ovarian-Cancer Hopes

12 May 2026
Ernexa Therapeutics shares jumped 58.5% to $11.43 Tuesday after renewed investor focus on its preclinical ovarian-cancer therapy ERNA-101, following a May 11 investor event. Trading volume reached about 18.85 million shares. The company reported $8.3 million in cash as of April 30, less than needed for its 12-month plan, and may use an at-the-market stock sale to raise funds.
UnitedHealth Stock Climbs as Investors Reprice the Turnaround, Not Just the Latest Headline

UnitedHealth Stock Climbs as Investors Reprice the Turnaround, Not Just the Latest Headline

12 May 2026
UnitedHealth shares climbed 3.1% to $396.45 Tuesday after unveiling a new Optum Rx fee-based pricing model and raising 2026 profit guidance. The company reported Q1 revenue of $111.7 billion and adjusted earnings of $7.23 per share. Management said fundamentals are improving but described the turnaround as ongoing. Investors responded to both the PBM overhaul and stronger earnings outlook.
BuzzFeed Stock Nearly Doubles as Byron Allen Deal Buys Time, Not a Clean Turnaround

BuzzFeed Stock Nearly Doubles as Byron Allen Deal Buys Time, Not a Clean Turnaround

12 May 2026
BuzzFeed shares jumped 97% to about $1.44 Tuesday after Byron Allen’s family office agreed to buy 40 million new shares at $3 each, securing 52% control. Only $20 million is due in cash at closing, with the rest as a five-year promissory note. BuzzFeed reported Q1 revenue down 12.4% to $31.6 million and a net loss of $15.1 million. The company warned of “substantial doubt” about its ability to continue operating.
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