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Artificial Intelligence 17 May 2026 - 18 May 2026

TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

TSMC’s $1.5 Trillion AI Chip Move Pressures Samsung, Intel

Taiwan Semiconductor Manufacturing Co. raised its 2030 global semiconductor market forecast to over $1.5 trillion, citing surging AI demand. TSMC said AI and high-performance computing will make up 55% of the market by 2030 and projected AI accelerator wafer demand to rise 11-fold from 2022 to 2026. The company reported a first-quarter gross margin of 66% and plans to launch five new fabs this year.
18 May 2026
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Intel Shares Edge Up as AI Chip Trade Runs Into Hurdles

Intel Shares Edge Up as AI Chip Trade Runs Into Hurdles

Intel shares rose 0.3% to $109.10 in early New York trading Monday after last week’s selloff, as analysts raised price targets and President Trump commented on the U.S. government’s 10% stake, now valued above $50 billion. First-quarter revenue climbed 7% to $13.6 billion, with Data Center and AI sales up 22%. The iShares Semiconductor ETF fell 0.9%. Intel’s server CPU market share dropped to 54.9% in Q1, according to UBS.
18 May 2026
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Google faces AI test after BofA’s $430 price target

Google faces AI test after BofA’s $430 price target

Alphabet shares rose over 1% Monday, valuing the company near $4.9 trillion ahead of Tuesday’s Google I/O developer conference in Mountain View. Bank of America and other analysts kept Buy ratings, citing strong AI and cloud growth, but warned that high expectations and lack of major AI announcements could pressure the stock. Google I/O will focus on Search, Android, Gemini, and smart glasses.
18 May 2026
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$67 Billion Utility Deal Triggered by AI Power Demand

$67 Billion Utility Deal Triggered by AI Power Demand

NextEra Energy will acquire Dominion Energy in a $66.8 billion share deal, creating the world’s largest regulated electric utility. Dominion shareholders will receive 0.8138 NextEra shares per Dominion share, plus a $360 million cash payment. Dominion’s stock jumped over 12% in premarket trading. The combined company will serve about 10 million utility accounts and own 110 gigawatts of generation.
18 May 2026
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Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

World Investment Advisors disclosed a new stake in Bloom Energy, buying 12,795 shares valued at $1.1 million in the fourth quarter. Bloom recently reported first-quarter revenue of $751.1 million, up 130% from a year earlier, and raised its 2026 revenue outlook. Oracle and BorderPlex plan to use Bloom fuel cells to power a New Mexico AI data center. Bloom shares traded at $275.95 premarket, down $27 from the prior close.
18 May 2026
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Baidu Opens Higher in Pre-Market as AI Cloud Growth Offsets Ad Weakness

Baidu Opens Higher in Pre-Market as AI Cloud Growth Offsets Ad Weakness

Baidu’s U.S.-listed shares rose over 3% in premarket trading after first-quarter revenue reached 32.1 billion yuan, beating estimates. AI cloud and related business revenue jumped 49% to over 13.6 billion yuan, while online marketing revenue fell 22%. Net income dropped to 3.45 billion yuan from 7.72 billion yuan a year earlier. Hong Kong shares closed down 0.81% before the U.S. reaction.
18 May 2026
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Nokia’s AI Run Boosted by Cisco. Now the Real Test Starts

Nokia’s AI Run Boosted by Cisco. Now the Real Test Starts

Nokia shares rose 1.2% to €12.05 in Helsinki on Monday, near a 52-week high, after Cisco reported $5.3 billion in AI infrastructure orders from hyperscalers and raised its full-year forecast. Nokia’s U.S.-listed shares have climbed over 10% since Cisco’s results, with ADRs up about 116% this year. Nokia reported a 49% jump in Q1 net sales to AI and cloud customers and €1 billion in orders from that segment.
18 May 2026
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Riot Platforms’ AI spending puts pressure on Bitcoin investors

Riot Platforms’ AI spending puts pressure on Bitcoin investors

Riot Platforms shares last traded at $23.49, valuing the company at $8.2 billion, as it shifts from bitcoin mining to AI data-center leasing. AMD expanded its lease at Riot’s Rockdale, Texas site to 50 megawatts, with contract value potentially reaching $1 billion. Riot and Terrestrial Energy signed an MOU to explore data centers powered by small modular nuclear reactors. Jefferies rated Riot at hold with a $24 price target.
18 May 2026
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Destiny Tech100 Gains Pre-Market as SpaceX IPO Buzz Mixes With AI Stock Warnings

Destiny Tech100 Gains Pre-Market as SpaceX IPO Buzz Mixes With AI Stock Warnings

Destiny Tech100 Inc. shares rose 10.6% to $52.68 in early premarket trading Monday after reports that SpaceX may list on Nasdaq as soon as June 12 at a $1.75 trillion valuation. DXYZ’s portfolio includes about 14.4% exposure to SpaceX and 18.1% to Anthropic. The stock ended last week down 13% despite sharp swings. Destiny’s shares last closed at nearly double their reported net asset value.
18 May 2026
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Cisco shares touch record high on AI moves — what could drive CSCO now

Cisco shares touch record high on AI moves — what could drive CSCO now

Cisco shares closed at $118.21 after a 22% weekly gain, following strong earnings and an increased AI revenue outlook. The stock jumped 17% Thursday, its biggest one-day rise in over 20 years, adding about $70 billion in market value. Cisco reported $15.8 billion in Q3 revenue and announced nearly 4,000 job cuts. Arista Networks and Hewlett Packard Enterprise shares fell as Cisco surged.
17 May 2026
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Figma Shares Jump 13%, Next Up: AI Revenue Numbers Monday

Figma Shares Jump 13%, Next Up: AI Revenue Numbers Monday

Figma shares jumped 13.24% Friday to $22.92 after the company raised its 2026 sales outlook and reported first-quarter revenue up 46% to $333.4 million. The company credited AI features for boosting paid user conversions and said net dollar retention hit 139%. After-hours trading saw the stock slip 1.57%. Figma now expects full-year revenue between $1.422 billion and $1.428 billion.
17 May 2026
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Nokia’s AI stock rally set for Monday showdown after turbulent holiday week

Nokia’s AI stock rally set for Monday showdown after turbulent holiday week

Nokia shares closed Friday at 11.905 euros in Helsinki, up 8.8% from May 8 after a four-day trading week. The stock’s rally follows strong first-quarter results, with AI and cloud sales up 49% and a raised 2026 growth target. Nokia named Emma Falck as Mobile Infrastructure president, effective September 1. The OMX Helsinki 25 ended Friday at 6,272.91, up 0.5% from the previous week.
17 May 2026
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Ford Stock’s Rally Pauses as Orders Take Focus

Ford Stock’s Rally Pauses as Orders Take Focus

Ford shares fell 7.46% Friday to $13.40, but still closed the week up about 9% after a surge driven by optimism over its new energy-storage business. Trading volume hit 108.27 million shares. Morgan Stanley highlighted Ford’s partnership with CATL and potential as a supplier to U.S. data centers. Ford reported Q1 net profit of $2.5 billion and raised its 2026 adjusted EBIT guidance.
17 May 2026
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Intel’s AI Stock Surge Stalls Out

Intel’s AI Stock Surge Stalls Out

Intel shares fell 6.2% Friday to $108.77, capping a 12.9% weekly drop as the Philadelphia semiconductor index slid 4%. Investors cut exposure to chipmakers amid concerns over AI-driven valuations and higher oil prices. UBS said Intel’s server CPU market share dropped to 54.9% in Q1, down from 64.4% a year earlier. Intel faces a test at the J.P. Morgan technology conference on May 19.
17 May 2026
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OpenAI Faces New Valuation Hurdle in $1 Trillion IPO Push

OpenAI Faces New Valuation Hurdle in $1 Trillion IPO Push

Anthropic has agreed to a $30 billion funding round at a $900 billion valuation, surpassing OpenAI’s last reported $852 billion mark, the Financial Times reported. OpenAI closed a $122 billion round in March and announced a new deployment company with $4 billion in backing. U.S. stock markets remain closed until Monday. SoftBank reported $45 billion in cumulative gains from its OpenAI stake.
17 May 2026
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Stock Market Updates

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 25.06.2026

25 June 2026
WisdomTree Issuer ICAV declares Q2 2026 dividends for multiple ETFs, including $0.2066 per share for WisdomTree Emerging Markets Equity Income UCITS ETF and $0.5797 for WisdomTree Europe Equity UCITS ETF - USD Hedged; payments set for July 17, 2026, with ex-dates from July 2, covering various currencies and share classes at WMR 4pm rates.
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.
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