Today: 15 May 2026
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Artificial Intelligence 8 February 2026 - 9 February 2026

Palantir stock holds near $136 before the bell as AI jitters and U.S. data week loom

Palantir stock holds near $136 before the bell as AI jitters and U.S. data week loom

Palantir shares hovered near $135.90 in premarket trading Monday after a 4.5% gain Friday, with about 1.5 million shares traded early. Software stocks remained volatile as investors awaited U.S. jobs and inflation data. The S&P software group has lagged the broader index by nearly 24 percentage points in three months. Palantir also faced scrutiny in Britain over a £241 million defense AI contract awarded without competition.
Amazon stock slides again as AI spending worries linger — here’s what investors watch next

Amazon stock slides again as AI spending worries linger — here’s what investors watch next

Amazon shares dropped 5.6% to $210.32 in early trading Monday after AWS signed a multi-year chip supply deal with STMicroelectronics, which includes warrants for up to 24.8 million ST shares. Investors are weighing Amazon’s $200 billion capital spending plan for 2026 and a decline in free cash flow to $11.2 billion. Microsoft rose 1.8% while Alphabet fell 2.5%. Traders await U.S. jobs data Feb. 11 and CPI Feb. 13.
Amazon stock (AMZN) flat before the bell as $200B AI spending plan stays in focus

Amazon stock (AMZN) flat before the bell as $200B AI spending plan stays in focus

Amazon shares were flat in premarket trading Monday at $210.31 after falling 5.6% Friday, as investors reacted to the company’s plan to boost 2026 capital spending to $200 billion. The increased spending, mainly for AI infrastructure, has raised concerns over cash flow and margins. AWS revenue grew 24% last quarter, trailing Google Cloud and Microsoft Azure. Markets await U.S. jobs and inflation data this week for further direction.
Corning stock (GLW) edges up in premarket after record close as Meta AI data-center deal stays in focus

Corning stock (GLW) edges up in premarket after record close as Meta AI data-center deal stays in focus

Corning shares climbed 1.8% to $124.40 in premarket trading Monday after closing at a record $122.16 Friday. The rally follows a supply deal with Meta Platforms worth up to $6 billion for optical fiber and cable. Corning reported Q4 2025 core sales of $4.41 billion and forecast Q1 core sales of $4.2–$4.3 billion. Investors are watching whether demand from big tech customers holds as regular trading opens.
IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta have expanded their AI Alliance to Indonesia, aiming to boost open-source AI adoption and training. The alliance now includes 195 members in 29 countries. IBM’s $11 billion acquisition of Confluent remains under review by Australia’s competition regulator, with public submissions due by Feb. 12. Many Indonesian firms report unclear returns from new AI systems despite rising adoption.
AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron shares fell 3% premarket after reports that Samsung will begin mass production of HBM4 memory for Nvidia AI chips this month. Nvidia dropped 1%, Super Micro Computer slipped 1.5%, while Microsoft and Amazon edged higher. Traders focused on upcoming U.S. jobs and inflation data for rate signals. Nvidia reports earnings Feb. 25.
Nvidia’s Jensen Huang calls Meta AI’s profit pioneer as spending fears swirl

Nvidia’s Jensen Huang calls Meta AI’s profit pioneer as spending fears swirl

Meta forecast 2026 capital expenditures of $115 billion to $135 billion as fourth-quarter revenue rose 24% to $59.9 billion and earnings per share hit $8.88. CEO Mark Zuckerberg cited strong 2025 performance, while Nvidia’s Jensen Huang told CNBC that Meta leads in AI profitability. Meta’s ad upgrades lifted Facebook clicks 3.5% and Instagram conversions over 1% in Q4.
Datavault AI (DVLT) stock rises in premarket after Friday’s 33% spike — what investors watch next

Datavault AI (DVLT) stock rises in premarket after Friday’s 33% spike — what investors watch next

Datavault AI Inc shares climbed about 4% to $0.884 in premarket trading Monday after a 32.9% jump Friday. The company last week reported preliminary 2025 revenue of at least $30 million, up from $2.7 million in 2024, and announced $49 million in new agreements. No new press releases have been issued since Feb. 5. Token distribution is set to begin Feb. 21.
Billionaires Buy These AI Stocks Up 2,000% — and It’s Not Nvidia or Broadcom

Billionaires Buy These AI Stocks Up 2,000% — and It’s Not Nvidia or Broadcom

Ken Griffin, Cliff Asness, Israel Englander, and Steven Cohen bought shares of Palantir Technologies and Comfort Systems USA in the third quarter, according to a new report. Palantir shares have surged about 2,000% since January 2023, while Comfort Systems is up 970%. Palantir rose 4.5% and Comfort Systems 7% in premarket trading Monday. Robinhood Markets gained 14%, and Nvidia and Broadcom each rose 7%.
Goldman Sachs stock jumps after Anthropic AI “agents” plan as traders size up a big week

Goldman Sachs stock jumps after Anthropic AI “agents” plan as traders size up a big week

Goldman Sachs shares rose 4.3% to $928.75 Friday as U.S. stocks rallied, with the Dow closing above 50,000 for the first time. Goldman confirmed it is working with AI startup Anthropic on internal automation tools, aiming to launch them soon. The bank also helped lead Once Upon a Farm’s $198 million IPO and issued $25.75 million in structured notes. Treasury Secretary Scott Bessent said the Fed may wait up to a year before shrinking its balance sheet.
Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon’s $200 billion AI spending plan rattles tech stocks — what traders watch next week

Amazon projected about $200 billion in capex for 2026, far above analyst expectations, sending its shares down 5.6% Friday. The Nasdaq rose 2.18% as chipmakers surged, with Nvidia up 7.8%. About $1 trillion in market value has been wiped from the S&P 500 software and services index since Jan. 28. Wall Street’s tech sector is down roughly 9% from its late-October peak.
Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud computing stocks bounce back — SKYY jumps, but Amazon’s AI spending plan keeps nerves high

Cloud-focused ETFs rose 2%–4% Friday as tech stocks rebounded, with the First Trust Cloud Computing ETF up 4.4%. Amazon dropped 5.6% on concerns over $200 billion in planned AI infrastructure spending. Snowflake jumped 7.5% and Microsoft gained 1.8%. U.S. jobs and inflation data due later this week could shift rate expectations and impact high-growth cloud shares.
Big Tech stocks brace for AI spending scrutiny after Nvidia’s jump and Amazon’s drop

Big Tech stocks brace for AI spending scrutiny after Nvidia’s jump and Amazon’s drop

The Dow closed above 50,000 for the first time Friday as Nvidia surged 7.9% and Amazon dropped 5.6% on news of a $200 billion capex plan for 2026. Tech stocks remain volatile, with chipmakers rallying and software names under pressure as investors react to soaring AI infrastructure costs. The S&P 500 rose 2%, while the Russell 2000 jumped 3.5%. Alphabet, Meta, and Microsoft are also expected to boost spending sharply this year.
Amazon stock slides on $200 billion AI spending plan as Wall Street braces for jobs, CPI

Amazon stock slides on $200 billion AI spending plan as Wall Street braces for jobs, CPI

Amazon shares fell 5.6% to $210.32 Friday after the company projected over 50% higher capital spending this year, unsettling investors. The company reported Q4 net sales up 14% to $213.4 billion and AWS revenue up 24%. Analysts flagged concerns over the scale of Amazon’s AI infrastructure investment. U.S. retail sales, jobs, and inflation data are due next week.
Dow hits 50,000 — jobs and inflation data loom after Wall Street’s AI-fueled rebound

Dow hits 50,000 — jobs and inflation data loom after Wall Street’s AI-fueled rebound

The Dow Jones Industrial Average closed above 50,000 for the first time Friday, ending at 50,115.67 after a 2.47% jump. Caterpillar and Nvidia led gains as chip stocks rebounded, while Amazon fell 5.6% on plans for higher AI spending. Key U.S. jobs and inflation data releases were postponed to next week after a government funding lapse. Coca-Cola and Cisco are set to report earnings on Feb. 10 and Feb. 11, respectively.
Microsoft stock hovers near $400 as AI spending nerves meet a big data week

Microsoft stock hovers near $400 as AI spending nerves meet a big data week

Microsoft closed Friday up 1.9% at $401.14, near the $400 mark after a turbulent week for tech stocks. Investors are weighing the impact of a $600 billion AI spending push on profits, while upcoming U.S. jobs and inflation data may affect rate expectations and tech valuations. Analyst Brad Reback downgraded Microsoft to “hold,” citing competition and margin concerns.
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Stock Market Today

  • Wolfe Research Boosts Applied Materials Price Target to $550 on Strong Guidance
    May 15, 2026, 7:02 AM EDT. Wolfe Research has raised its price target for Applied Materials to $550, citing the semiconductor equipment maker's strong guidance. The upgrade reflects confidence in the company's growth prospects amid increased demand for chips. Applied Materials provides tools essential for semiconductor manufacturing, a sector closely watched by investors. The price target increase highlights expectations for robust financial performance in upcoming quarters, driven by market trends and positive outlook statements from management.

Latest articles

US Stock Market Today: Nasdaq Futures Slide as Oil Shock and Treasury Yields Hit Wall Street

US Stock Market Today: Nasdaq Futures Slide as Oil Shock and Treasury Yields Hit Wall Street

15 May 2026
New York, May 15, 2026, 06:50 EDT U.S. stock futures fell sharply before Friday’s open, with Nasdaq 100 and S&P 500 contracts down more than 1% as higher Treasury yields and oil prices threatened to stop Wall Street’s record run. At 5:38 a.m. ET, Dow E-minis — index futures used to gauge the cash-market open — were down 330 points, or 0.66%, while S&P 500 E-minis lost 1.07% and Nasdaq 100 E-minis dropped 1.56%; Applied Materials slipped, airline shares weakened and Dexcom rose in premarket trade. (Reuters) This matters now because the selloff hits the two trades that have carried
MRNO Stock Just Jumped Before the Bell. The Bigger Murano Global Test Is Still Ahead

MRNO Stock Just Jumped Before the Bell. The Bigger Murano Global Test Is Still Ahead

15 May 2026
Murano Global Investments shares surged 67% to $0.49 in U.S. premarket trading Friday on heavy volume, after weeks under pressure from debt issues and a Nasdaq listing warning. The stock closed at $0.29 Thursday and faces an Oct. 5 deadline to regain compliance with Nasdaq’s $1 minimum bid rule. Murano is late filing its annual report and has warned of “substantial doubt” about its ability to continue as a going concern.
Mobix Labs Stock Soars 79% After Rare-Earth Deal Plan — Why MOBX Is Suddenly in the China Supply-Chain Fight

Mobix Labs Stock Soars 79% After Rare-Earth Deal Plan — Why MOBX Is Suddenly in the China Supply-Chain Fight

15 May 2026
Mobix Labs shares jumped 78.74% to $3.11 Thursday after it signed a non-binding letter of intent to acquire Special Project Delivery, a U.S. critical-minerals and energy-storage platform. The company also amended a convertible note with Leviston Resources, raising principal to $4 million for $833,000 in new cash. SPD was formed in 2019 and is based in Newport Beach, California.
HCW Biologics Stock News: Profit, Pipeline and Nasdaq Risk Put HCWB Back in Focus

HCW Biologics Stock News: Profit, Pipeline and Nasdaq Risk Put HCWB Back in Focus

15 May 2026
HCW Biologics posted first-quarter net income of $3.47 million on $6.54 million in revenue, reversing a year-earlier loss, after a licensing deal with Beijing-based Trimmune Biotech. The company remains below Nasdaq’s $1 minimum bid and awaits early human data from its lead autoimmune drug, HCW9302, in alopecia areata. HCW also reported positive animal study results for a lung drug targeting premature infants.
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