Today: 25 June 2026
Browse Category

Artificial Intelligence 10 May 2026 - 11 May 2026

BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

BigBear.ai Insider Sale Puts BBAI Stock on Watch After Fresh Defense-AI Backlog Jump

BigBear.ai director Dorothy Hayes sold 15,000 shares for $61,575 on May 8, leaving her with 204,150 shares, according to an SEC filing. The sale came days after the company reported a $281.9 million backlog and reaffirmed 2026 revenue guidance. BigBear.ai posted first-quarter revenue of $34.4 million, down 1% year-over-year. The stock traded near $4.18, down 27% over six months.
11 May 2026
···
ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

KeyBanc maintained an Underweight rating and $85 price target on ServiceNow after the company projected over $30 billion in subscription revenue by 2030. ServiceNow’s first-quarter subscription revenue rose 22% to $3.67 billion, but KeyBanc flagged slowing bookings growth. Shares traded at $93.13 early Monday, up 2.1%. ServiceNow’s Now Assist AI product reached $750 million in annual contract value.
11 May 2026
··
Helport AI Stock Jumps Nearly 50% Premarket as HPAI Draws Fresh Trader Interest

Helport AI Stock Jumps Nearly 50% Premarket as HPAI Draws Fresh Trader Interest

Helport AI shares surged 49.1% to $1.47 in U.S. premarket trading Monday, with volume spiking to 6.98 million shares, despite no new company announcement. The stock had dropped 81.9% over the past year and hit a record low last week. Helport last disclosed an April 9 partnership with QuickCEP to build an AI agent product for global brands. The company reported 2025 revenue of $34.9 million, with net income down 74.8%.
11 May 2026
··
Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

UBS downgraded Dell Technologies to Neutral from Buy, citing a 170% surge in Dell shares over 12 months and saying valuation now reflects its AI server growth story. Dell’s stock closed at $260.46 on Friday, up 13% after President Trump publicly praised the company. Dell forecasts $50 billion in fiscal 2027 AI server revenue, more than double current levels. The board is seeking approval to reincorporate from Delaware to Texas.
11 May 2026
··
AMD Stock Extends AI Rally — But Wall Street’s Next Test Is Already Here

AMD Stock Extends AI Rally — But Wall Street’s Next Test Is Already Here

AMD shares rose 1.01% to $459.80 in pre-market trading Monday after surging 11.44% Friday. First-quarter revenue jumped 38% to $10.3 billion, with data-center sales up 57% on demand for EPYC processors and Instinct GPUs. Goldman Sachs and Bernstein raised their price targets, citing server CPU growth from agentic AI. AMD now forecasts the server CPU market will top $120 billion by 2030.
11 May 2026
···
Sandisk Stock Hits Record High: Why the $245 Billion AI Storage Bet Is Getting Harder to Ignore

Sandisk Stock Hits Record High: Why the $245 Billion AI Storage Bet Is Getting Harder to Ignore

Sandisk shares closed at a record $1,562.34 on Friday, pushing its market value to about $245 billion. Fiscal third-quarter revenue jumped 251% to $5.95 billion, with data-center revenue up 645% to $1.47 billion. The company reported $41.6 billion in contracted sales not yet booked. Sandisk, spun out of Western Digital in 2025, now far surpasses its former parent in market value.
11 May 2026
···
Fluence Energy Stock Soars After A Revenue Miss: The AI Power Bet Behind Wall Street’s Re-Rating

Fluence Energy Stock Soars After A Revenue Miss: The AI Power Bet Behind Wall Street’s Re-Rating

Fluence Energy shares jumped 27.4% Friday, closing at $24.16 after the company announced master supply agreements with two large data-center customers and reported a record $5.6 billion backlog. Order intake doubled year-to-date to $2.0 billion. Quarterly revenue rose 7.7% to $464.9 million, missing analyst estimates, while net loss narrowed to $29.2 million. Analyst upgrades followed the news, with price targets raised as high as $28.
11 May 2026
···
Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir shares closed Friday at $137.80, up 0.55%, but still below their pre-earnings level. First-quarter revenue jumped 85% to $1.63 billion, prompting the company to raise its 2026 revenue forecast to as much as $7.66 billion. U.S. revenue more than doubled, driven by defense contracts. Investors remain cautious as the stock trades at a high valuation.
11 May 2026
···
Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

SiamAI denied exporting AI servers to China, following allegations it helped circumvent U.S. export controls on Super Micro Computer and Nvidia chips. Super Micro shares closed Friday at $35.37, up 5.2%. The company reported fiscal Q3 net sales of $10.2 billion and net income of $483 million. U.S. markets reopen Monday, with the stock under scrutiny over export risks.
10 May 2026
··
Micron Stock Just Became the AI Memory Trade Wall Street Can’t Ignore

Micron Stock Just Became the AI Memory Trade Wall Street Can’t Ignore

Micron Technology’s market value topped $850 billion Friday as its shares surged to $746.81, driven by soaring demand for memory chips in AI systems. Quarterly revenue nearly tripled from a year earlier, with DRAM, NAND, and HBM sales hitting records. CEO Sanjay Mehrotra said supply remains tight, supporting high prices. Analysts warn the memory market’s boom-bust cycle could return if capacity expands too quickly.
10 May 2026
··
IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited signed a five-year, $3.4 billion cloud-services deal with Nvidia, which also secured rights to buy up to 30 million IREN shares at $70 each. IREN’s revenue fell to $144.8 million last quarter, with a net loss of $247.8 million, as it shifts from bitcoin mining to AI cloud services. The new contracts focus on IREN’s Texas data centers and follow recent acquisitions in cloud and data-center infrastructure.
10 May 2026
····
Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics will report first-quarter results before U.S. markets open Tuesday, with analysts expecting adjusted earnings of 92 cents a share. The stock closed Friday at $147.33, up 2.6%. Qnity began trading on the NYSE in November after separating from DuPont. The company reported 2025 net sales of $4.75 billion and forecast 2026 revenue of up to $5.17 billion.
10 May 2026
····
NANO Nuclear Energy Stock’s Big AI Power Bet Faces a Hard Check on May 14

NANO Nuclear Energy Stock’s Big AI Power Bet Faces a Hard Check on May 14

NANO Nuclear Energy shares surged and then retreated last week after announcing a non-binding memorandum with Super Micro Computer to explore powering AI data centers with micro modular reactors. The company will update investors May 14 after filing its second-quarter Form 10-Q. U.S. reactor licensing remains a major hurdle. NANO closed Friday at $27.45, valuing the company at about $1.37 billion.
10 May 2026
···
Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Hut 8 shares closed at $98.46 Friday, down $2.81, after announcing a $9.8 billion, 15-year Texas data center lease with a major tech firm. Rosenblatt and other brokerages raised targets on the stock, citing the shift from crypto mining to AI infrastructure. First-quarter revenue rose to $71 million, but net loss widened to $253.1 million due to digital-asset losses. Initial delivery at Beacon Point is expected in Q3 2027.
10 May 2026
···
Samsung Electronics Strike Showdown: AI Chip Boom Faces Crucial 48-Hour Test

Samsung Electronics Strike Showdown: AI Chip Boom Faces Crucial 48-Hour Test

Samsung Electronics faces two days of government-backed wage mediation starting Monday, with its union threatening an 18-day strike from May 21 if no deal is reached. The union wants bonuses tied to 15% of operating profit, while shareholders warn against a strike-influenced settlement. Samsung just posted record Q1 revenue of 133.9 trillion won and 57.2 trillion won in operating profit.
10 May 2026
··
Nokia Stock Bounces Back, But Its AI Rally Now Faces a Harder Test

Nokia Stock Bounces Back, But Its AI Rally Now Faces a Harder Test

Nokia’s U.S. shares rose 3.81% Friday, rebounding after a 6.37% drop Thursday, with Helsinki shares up 3.79%. The gains followed a first-quarter earnings beat driven by a 49% jump in AI and cloud customer sales. Nokia’s ADRs closed at $12.82, below the May 5 high of $13.98. The company kept its full-year profit target and raised 2026 growth expectations for its Network Infrastructure unit.
10 May 2026
···
ServiceNow Stock Faces Wall Street Test as AI Push Fights ‘SaaSpocalypse’ Fears

ServiceNow Stock Faces Wall Street Test as AI Push Fights ‘SaaSpocalypse’ Fears

ServiceNow shares closed down 2.6% at $91.18 Friday, despite unveiling new AI governance tools at its Knowledge 2026 event in Las Vegas. CEO Bill McDermott dismissed concerns that AI could threaten the company’s subscription model. ServiceNow also announced expanded partnerships with Accenture and Nvidia, and introduced several new data and workflow products. The S&P 500 rose 0.84% on the day.
10 May 2026
···
Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Alphabet’s EU antitrust talks remain unresolved after regulators gave Google more time to respond to concerns. Alphabet shares closed at $400.80, up 0.7%, with a market value of $4.86 trillion, trailing Nvidia’s $5.27 trillion. The company reported first-quarter revenue of $109.9 billion, up 22%, and Google Cloud revenue up 63% to $20 billion. Google’s cloud backlog nearly doubled to over $460 billion, driven by enterprise AI demand.
10 May 2026
·····
Microsoft Stock Week Ahead: MSFT Faces a Fresh AI Test After Big Investor Cut

Microsoft Stock Week Ahead: MSFT Faces a Fresh AI Test After Big Investor Cut

TCI Fund Management cut its Microsoft stake from 10% to 1%, citing AI-driven uncertainty over Microsoft’s future. Microsoft shares closed Friday at $415.12, down 1.34%, lagging the broader market. The company reported fiscal Q3 revenue of $82.9 billion, with Azure and cloud services up 40%. Microsoft expects over $40 billion in capital expenditures next quarter.
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
···
1 … 38 39 40 41 42 … 219

Stock Market Today

  • Floor & Decor Holdings Surpasses Analyst Target Price at $95.37
    June 25, 2026, 8:20 AM EDT. Floor & Decor Holdings Inc (FND) shares recently traded at $95.37, surpassing the average 12-month analyst target price of $90.93. With 15 analyst estimates ranging from $64.00 to $135.00, this signals a strong market performance and prompts a reassessment of price valuations. Analyst ratings remain mostly positive, with 11 strong buy and 5 hold recommendations, maintaining an average rating of 1.63 on a scale where 1 is strong buy and 5 is strong sell. The varied target prices reflect differing views on the company's growth potential and valuation. Investors are advised to monitor analyst adjustments closely as FND surpasses consensus expectations.

Latest News

Autozi premarket gains skid past dilution signs from $35 million raise

Autozi premarket gains skid past dilution signs from $35 million raise

25 June 2026
Autozi (NASDAQ:AZI) soared 75.4% premarket after announcing plans to raise up to $35.25 million—nearly 81% of its current liabilities—through a $30 million share sale at $0.60 (47% below Wednesday’s close) and $5.25 million in convertible notes, massively diluting existing shareholders as the company faces steep losses, low cash, and a Nasdaq compliance deadline.
Corning keeps dividend flat as AI fiber demand drives GLW valuation

Corning keeps dividend flat as AI fiber demand drives GLW valuation

25 June 2026
Corning surged 6.1% to $205.83 after announcing another $0.28 quarterly dividend, but with a yield of just 0.54% and a P/E near 99, the stock’s recent gains reflect investor bets on growth from AI-driven optical and solar sales, not income, as Wall Street targets cluster around current levels ahead of the Q2 report.
UiPath shares trade under buyback price ahead of annual meeting

UiPath shares trade under buyback price ahead of annual meeting

25 June 2026
UiPath closed at $10.31, about 10% below the $11.47 average price paid in its recent $235.7 million share buyback, despite posting its first GAAP-profitable quarter and holding $1.42 billion in cash—investors now face a key test of confidence ahead of Thursday’s annual meeting as the stock lingers near its 52-week low.
Go toTop