Google Faces $450 Test as AI Rally Meets EU Risk
Alphabet’s AI-fueled rally is on watch ahead of the U.S. open. Investors are looking at higher price targets but also bracing for a potential big EU fine tied to Google’s search business.
Bloom Energy’s $2.6 Billion AI Deal Back on Wall Street’s Radar
Daiwa Securities bumped up Bloom Energy to Outperform from Hold and raised its target to $324, up from $98, backing a name that’s already seeing new attention as AI power demand grows. Daiwa pointed to a shift in orders, capacity, and margins, according to market reports out after the call.
Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing
Meta Platforms’ AI business could add over $26 billion in revenue by 2027, according to a Wolfe Research note. The report is adding new focus on when investors will see returns on heavy spending, not just from ad sales or product launches.
Nvidia’s $3.4 Billion IREN Deal Shows Next AI Bottleneck
IREN Ltd. co-founder and co-CEO Daniel Roberts is sounding a note of caution about the AI infrastructure race, saying that it could take until 2030 for a 1-gigawatt “AI factory” — the big data centers that power AI models — started today to go live. IREN shares were quoted at $56.83 before the U.S. open, putting the Nasdaq-listed firm’s market cap around $19 billion.
Broadcom puts $125 million into UCLA AI chip center
Broadcom, Meta Platforms, Applied Materials, GlobalFoundries and Synopsys are putting $125 million into a new semiconductor center at UCLA, the university's engineering school said. The group is aiming to give a boost to custom AI chip efforts. The news came from the UCLA Samueli School of Engineering.
SanDisk AI rally has investors watching for what’s next
SanDisk’s AI rally is under new pressure as investor talk brings the stock’s valuation into focus again. Wall Street is now weighing if the memory-chip maker, already up sharply this year, can meet the most bullish price calls. Bernstein’s best-case scenario sees the stock going to $3,000—if NAND chip prices and profits keep climbing. NAND flash is the chip in solid-state drives, or SSDs.
Navitas Shares Jump Again, Hot Streak Faces Dilution Risk With AI Bet
Navitas Semiconductor shares were pointed up early Tuesday, building on a fast rally that’s made the power-chip maker a volatile name in AI infrastructure. The stock was changing hands around $32 in premarket action at 5:00 a.m. ET, a 9.4% jump from Friday’s close. Last regular session, shares finished at $29.25.
Ford Stock Hits Three-Year High, AI Push Under Scrutiny
Ford Motor was last at $14.93 ahead of regular Tuesday trading in the U.S., sticking to levels seen after Friday’s rally. The move drew focus to the automaker’s new energy-storage push after the Memorial Day break. The New York Stock Exchange calls Memorial Day, May 25, a market holiday in 2026. NYSE core trading session is from 9:30 a.m. to 4 p.m. ET.
Micron Stock Rises Early as AI Memory Demand Faces New Test
Micron Technology stock jumped ahead of Tuesday’s open, continuing a choppy stretch for the memory-chip company. Investors returned after the Memorial Day break and kept chasing the AI memory trade.
Nokia Oyj Near 52-Week High as New Filing Tied to AI Trade
Nokia Oyj stock traded near its 52-week high in Helsinki on Tuesday after a filing revealed a top executive purchased about $500,000 worth of shares late last week.
Nvidia stock trades after holiday break, as AI surge meets some caution
Nvidia heads into Tuesday’s first session after the holiday with investors still asking: why didn’t a record quarter move the stock higher?
Snowflake’s AI Comeback Faces a Wall Street Test Before Q1 Earnings
Snowflake Inc. heads into its fiscal first-quarter report with Wall Street still leaning positive on the stock, but with less room for error after a run of price-target changes and questions over the cost of its AI push. The company is due to report results after the U.S. market close on Wednesday, May 27.
AMD Nears High as AI Boom Faces Another Test
AMD stock traded close to its 52-week high heading into Tuesday’s U.S. market open, as investors look at a possible Taiwan supply expansion to see if strong AI demand will show up in actual shipments. Shares finished at $467.51 on Friday, rising 3.99%, with markets shut Monday for Memorial Day.
Iran Oil Shock, Fed Rate Uncertainty, and AI Earnings in Focus Before Market Open
U.S. stock futures edged higher in early Tuesday trading, but the gains looked shaky with oil spiking after new U.S. strikes in southern Iran took the air out of hopes for a peace agreement. Nasdaq futures tacked on 0.86%, S&P 500 futures added 0.66%, and Brent crude jumped over 2% to $98.21 a barrel, Reuters said.
Schwab Faces $12.6 Trillion Test as AI Cash Flows Raise Concerns Again
Charles Schwab shares are moving into this short week as investors take a closer look at risks to one of the company’s top earning streams—idle client cash. U.S. markets were closed Monday for Memorial Day, and the NYSE has May 25 set as an exchange holiday in 2026.
Keel Infrastructure Stock Is Jumping — Now Comes the AI Lease Test
Keel Infrastructure’s Toronto-listed shares rose on Monday while its Nasdaq stock sat out the Memorial Day holiday, extending investor interest in the former Bitfarms business as a power-and-data-center trade rather than a bitcoin miner.
Alphabet Stock Shut for Holiday; AI Rally in Focus This Week
Alphabet Inc. shares sat out Monday with the Nasdaq closed for Memorial Day. Investors looked over a tough week for Google’s parent. Nasdaq's 2026 calendar shows May 25 as a day off, with the usual trading hours from 9:30 a.m. to 4 p.m. Eastern.
Nokia Shares Spike to New AI High; Pressure Builds After Surge
Nokia Oyj pulled back in Helsinki Monday after pushing to a new 52-week high earlier in the session. Shares were up earlier on an AI-driven move but dropped back to around 13.06 euros, off 1.5%. The network-equipment maker peaked at 13.495 euros, according to data.
Palantir Friday Close Ends Week of AI Stock Swings
Palantir Technologies Inc. heads into this holiday-shortened U.S. week with heavy AI demand in focus, while valuation questions and political concerns haven’t gone away. Shares ended Friday’s session at $136.88, slipping 0.39%. Still, the stock finished up for the week after closing the previous Friday at $133.99.
SoundHound AI Eyes on Trading Activity Ahead of Tuesday
SoundHound AI closed down at $8.17 on Friday, underperforming the Nasdaq ahead of the U.S. market holiday. This was the lowest finish for SoundHound in trading from May 18-22, Investing.com data shows.