Today: 25 June 2026
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Artificial Intelligence 14 May 2026 - 15 May 2026

Micron Stock Slides as Samsung Strike Threat Tests the AI Memory Boom

Micron Stock Slides as Samsung Strike Threat Tests the AI Memory Boom

Micron shares fell 5.2% to $735.74 Friday morning, cutting its market value to $838 billion, as investors reacted to profit-taking and a possible 18-day strike at Samsung’s South Korean plants. Bank of America raised Micron’s price target to $950 this week, citing AI-driven memory demand. Samsung’s union said the strike will start May 21. Samsung shares dropped as much as 9.3% on supply concerns.
15 May 2026
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Why Ford Motor Company Stock Is Sliding After Its AI Data Center Rally

Why Ford Motor Company Stock Is Sliding After Its AI Data Center Rally

Ford shares dropped 7% to $13.43 in early Friday trading, reversing part of a rally sparked by the launch of its new Ford Energy unit. The subsidiary, announced this week, will sell large battery energy storage systems to utilities and data centers, with first deliveries expected in late 2027. CEO Jim Farley said Ford is in the contracting phase with several customers. The stock had surged 13% Wednesday after Morgan Stanley highlighted the business.
15 May 2026
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Why Cerebras Stock Is Down Today: Wall Street Hits the Brakes After a Blowout AI IPO

Why Cerebras Stock Is Down Today: Wall Street Hits the Brakes After a Blowout AI IPO

Cerebras Systems shares fell about 4% to $298 in early Friday trading, retreating from Thursday’s $311.07 close after a 68% Nasdaq debut. The stock remained roughly 61% above its $185 IPO price. Investors cited concerns over high valuation, customer concentration, and how much OpenAI demand is already priced in. Cerebras raised $5.55 billion in its offering, which was expected to close Friday.
15 May 2026
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ServiceNow Stock Gets an AI Boost From Experian Deal—but Wall Street Will Want Proof

ServiceNow Stock Gets an AI Boost From Experian Deal—but Wall Street Will Want Proof

ServiceNow and Experian announced a global multi-year partnership to integrate Experian’s Ascend data tools into ServiceNow workflows. Financial terms were not disclosed. The deal comes days after ServiceNow’s $4 billion bond sale and a 3.96% rise in its stock price Thursday, though shares remain below their 52-week high. Initial uses include employee onboarding and risk management.
15 May 2026
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Pershing Square Inc. Bets on Microsoft as Ackman Sees an AI Bargain

Pershing Square Inc. Bets on Microsoft as Ackman Sees an AI Bargain

Bill Ackman said Friday that Pershing Square has built a new position in Microsoft, citing the stock’s “highly compelling” valuation. The disclosure follows Pershing Square’s $5 billion IPO and private placement last month. Ackman began buying Microsoft in February after a drop tied to slower cloud growth and heavy AI spending. Microsoft shares traded at $409.43, up 1% premarket.
15 May 2026
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Ackman’s Microsoft Bet Puts $190 Billion AI Spending Plan Back in Wall Street’s Crosshairs

Ackman’s Microsoft Bet Puts $190 Billion AI Spending Plan Back in Wall Street’s Crosshairs

Pershing Square will disclose a new stake in Microsoft in a 13F filing Friday, according to Bill Ackman. Microsoft shares have dropped about 15% this year amid concerns over AI spending and slower cloud growth. The company reported $82.9 billion in revenue and $31.8 billion in net income last quarter, but plans to invest around $190 billion in capital expenditures in 2026.
15 May 2026
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Figma Stock Jumps 10% Premarket After AI Tools Lift 2026 Revenue Forecast

Figma Stock Jumps 10% Premarket After AI Tools Lift 2026 Revenue Forecast

Figma raised its 2026 revenue forecast to $1.422 billion–$1.428 billion after first-quarter revenue jumped 46% to $333.4 million. Shares climbed 10.6% in premarket trading to $22.39. Paid customers rose 54% to about 690,000, with strong adoption of AI-linked products and new charges for AI credits. Figma began enforcing AI credit limits in March; over 75% of affected enterprise users kept using the service.
15 May 2026
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Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Nasdaq 100 futures fell 1.25% early Friday, with Nvidia down 1.8% premarket after a rally. Microsoft drew attention as Pershing Square prepared to disclose a new stake, citing Azure and Copilot. Cerebras surged 89% above its IPO price in its Thursday debut. Rising Treasury yields and oil prices weighed on U.S. AI stocks after record closes for the S&P 500 and Nasdaq.
15 May 2026
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Datavault AI Stock Rises Before Q1 Results as Crypto Bill Vote Puts DVLT Back in Focus

Datavault AI Stock Rises Before Q1 Results as Crypto Bill Vote Puts DVLT Back in Focus

Datavault AI shares climbed about 10% in early premarket trading ahead of its first-quarter results and webcast. The move follows a Senate committee vote advancing a crypto-market bill tied to Datavault’s tokenization strategy. The company recently raised $60 million in a stock sale to fund its GPU edge-network plan, raising dilution concerns. Shares were quoted at $0.5861, up from $0.55 in the recent offering.
15 May 2026
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Anthropic’s $900 Billion Moment: Claude Maker’s $30 Billion Round Could Put It Ahead of OpenAI

Anthropic’s $900 Billion Moment: Claude Maker’s $30 Billion Round Could Put It Ahead of OpenAI

Anthropic has agreed to a $30 billion fundraising round that would value the company at about $900 billion, the Financial Times reported. The deal could close this month and would make Anthropic the world’s most valuable AI startup, surpassing OpenAI. Annualized revenue is projected to exceed $45 billion, up from $9 billion at the end of last year. Dragoneer, Greenoaks, Sequoia, and Altimeter are expected to co-lead the round.
15 May 2026
Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials forecast fiscal third-quarter revenue of about $8.95 billion, beating Wall Street’s $8.09 billion estimate. The company reported record second-quarter revenue of $7.91 billion and adjusted earnings of $2.86 a share, both above expectations. Shares rose 3% in after-hours trading, last at $440.56. Applied expects its semiconductor equipment business to grow over 30% in 2026.
15 May 2026
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Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft shares rose 1.04% to $409.43 on Thursday as investors favored large tech stocks amid record highs for the S&P 500 and Nasdaq. Microsoft reported March-quarter revenue up 18% to $82.9 billion, with Azure and cloud services up 40%. The company expects $190 billion in capital expenditures this year, well above analyst estimates. Microsoft is also exploring AI startup deals as it reassesses its reliance on OpenAI.
15 May 2026
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Rackspace Stock Jumps 26% As AMD AI Deal Tests RXT Turnaround Story

Rackspace Stock Jumps 26% As AMD AI Deal Tests RXT Turnaround Story

Rackspace shares surged 26.34% to close at $7.29 on Thursday, hitting a 52-week high of $7.65 before slipping to $7.15 after hours. The rally followed first-quarter profit and a memorandum with AMD to build AI infrastructure, though the company still reported a non-GAAP loss and uneven segment growth. Trading volume topped 39 million shares. Analyst Keith Bachman maintained a Hold rating with a $5 target.
14 May 2026
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Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

Datavault AI Inc. shares rose to $0.5861 on volume topping 65 million ahead of Friday’s first-quarter earnings call, following a $60 million stock offering and plans for a GPU edge network rollout. CEO Nathaniel Bradley and CFO Brett Moyer will present at 8:30 a.m. ET. An amended SEC filing showed Bradley and his spouse received LTIP shares vesting through 2029. The Senate Banking Committee advanced the CLARITY Act on crypto regulation Thursday.
14 May 2026
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Digi Power X Stock Slides Before Earnings as $1.1 Billion AI Deal Faces First Test

Digi Power X Stock Slides Before Earnings as $1.1 Billion AI Deal Faces First Test

Digi Power X shares fell 14% to $7.28 in heavy trading Thursday ahead of its first-quarter results and operations update due May 15. Investors are focused on its $1.1 billion, 10-year AI data-center deal with Cerebras and a $19.6 million SubQ AI GPU rental contract launching Friday. The company also expanded its at-the-market share-sale program to $175 million.
14 May 2026
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Blackstone’s $1.75 Billion BXDC IPO Opens Flat as AI Data Center Bet Faces First Test

Blackstone’s $1.75 Billion BXDC IPO Opens Flat as AI Data Center Bet Faces First Test

Blackstone Digital Infrastructure Trust opened at $20 in its NYSE debut Thursday, matching its IPO price after raising $1.75 billion. The trust has not yet acquired any data center assets, making it a “blind pool.” Blackstone aims to invest in newly built, leased data centers for large tech tenants. The offering is expected to close May 15.
14 May 2026
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TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC raised its 2030 global semiconductor market forecast to over $1.5 trillion, up from $1 trillion, citing surging AI demand. AI and high-performance computing are projected to make up 55% of the market. Nvidia, AMD, and Broadcom have exhausted available TSMC 3-nanometer capacity. TSMC is expanding advanced manufacturing and packaging, with new fabs in Taiwan, the US, and Japan.
14 May 2026
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MARA Holdings Stock Jumps As $1.5 Billion Bitcoin Sale Puts AI Bet In Focus

MARA Holdings Stock Jumps As $1.5 Billion Bitcoin Sale Puts AI Bet In Focus

MARA shares rose 5.8% to $13.49 in midday Nasdaq trading Thursday after the company sold 20,880 bitcoin in Q1, cutting holdings to 35,303 BTC. Quarterly revenue fell 18% to $174.6 million, with net loss widening to $1.26 billion on lower bitcoin prices. MARA plans a $1.5 billion acquisition of Long Ridge Energy & Power to expand into AI and high-performance computing.
14 May 2026
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Stock Market Updates

SpaceX Starlink launch times Vandenberg pace to investor watch

SpaceX Starlink launch times Vandenberg pace to investor watch

25 June 2026
Short interest in SpaceX (NASDAQ:SPCX) surged to 13% of free float as shares traded at $156.08 premarket after closing at $154.54, following the company’s 59th Starlink-linked Falcon 9 launch this year; Starlink now accounts for about 60% of SpaceX’s $18.67 billion revenue, but the company posted a $4.94 billion net loss after the xAI merger.
Alibaba sheds HK$88 billion after dispute over Anthropic Claude AI claim

Alibaba sheds HK$88 billion after dispute over Anthropic Claude AI claim

25 June 2026
Alibaba (HKG:9988) plunged 4.43% to HK$95.00, wiping out HK$88 billion in value, after Anthropic accused operators linked to Alibaba’s Qwen AI lab of making 28.8 million illicit Claude exchanges—1.8 times prior cases—raising fresh risks for Alibaba’s key AI-cloud growth story as U.S. security scrutiny intensifies.
Fomo lands $75 million, hitting $880 per user valuation for crypto trading app

Fomo lands $75 million, hitting $880 per user valuation for crypto trading app

25 June 2026
Fomo’s $550 million Series B valuation puts a venture price of $880 per user on a tiny crypto trading app with $4 billion life-to-date volume—just 2% of Coinbase’s quarterly total—highlighting rich private-market multiples and signaling potential risk for public investors as crypto competition and cyclical revenue pressures persist.
SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

25 June 2026
SK hynix surged 13.06% in Seoul after unveiling plans to raise up to 45.45 trillion won via a Nasdaq ADR sale, boosting funding coverage for its 55.92 trillion won capex plan to 93% at Thursday’s close, with the new shares diluting holders by just 2.44% and fueling hopes of narrowing its valuation gap with Micron and TSMC.
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