Today: 25 June 2026
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Artificial Intelligence 6 May 2026 - 7 May 2026

Why Himax Technologies Stock Is Surging: Q2 Guidance, Dividend and AI Glasses Bets

Why Himax Technologies Stock Is Surging: Q2 Guidance, Dividend and AI Glasses Bets

Himax Technologies shares surged over 30% in U.S. trading Thursday after the company forecast a second-quarter rebound and declared a cash dividend. First-quarter revenue reached $199 million, down 2% from the prior quarter but at the top end of guidance. Himax expects Q2 revenue to rise 10–13%, with gross margin near 32%. Automotive chip sales and WiseEye AI for smart glasses drove investor focus.
Symbotic Stock Slips Despite Q2 Profit: $22.7 Billion AI Robotics Backlog Faces Walmart Test

Symbotic Stock Slips Despite Q2 Profit: $22.7 Billion AI Robotics Backlog Faces Walmart Test

Symbotic Inc. shares fell 2.3% to $59.78 after the company posted $676 million in revenue and $9 million in net income for its fiscal second quarter, reversing a year-earlier loss. The warehouse robotics firm reported a $22.7 billion backlog and forecast third-quarter revenue of $700 million to $720 million. Systems in deployment rose to 70 from 46 a year ago.
CrowdStrike Stock Just Cleared $500 as Cramer, Mizuho Bets Put AI Security Back in Focus

CrowdStrike Stock Just Cleared $500 as Cramer, Mizuho Bets Put AI Security Back in Focus

CrowdStrike shares surged to $503.51 Thursday morning, up $35.44, after launching a new mobile partner app and naming key partner award winners at its Americas Partner Symposium. The stock rebounded from a Wednesday drop, following an upgrade from Mizuho and renewed investor focus on its AI-security strategy. Fourth-quarter revenue rose 23% to $1.31 billion, with annual recurring revenue at $5.25 billion as of Jan. 31.
BlackBerry Stock Has a New Test: Can QNX Carry the AI Robotics Bet?

BlackBerry Stock Has a New Test: Can QNX Carry the AI Robotics Bet?

BlackBerry’s QNX unit will demonstrate its real-time operating system for AI-enabled robots, medical devices, and factory automation at the Robotics Summit in Boston on May 27-28. QNX reported a 20% revenue jump to $78.7 million last quarter, with a royalty backlog of $950 million. BlackBerry shares recently traded at $5.91, down 1.3% in early New York trading.
Snowflake Stock Just Jumped. Now Comes the AI Test Wall Street Won’t Ignore

Snowflake Stock Just Jumped. Now Comes the AI Test Wall Street Won’t Ignore

Snowflake shares rose about 10% Thursday to $153.21 amid a sector rally sparked by Datadog’s raised outlook. The stock remains down 35% for the year, with investors watching AI-driven demand ahead of Snowflake’s next earnings report. Datadog shares jumped 29% after reporting $1.01 billion in Q1 revenue. Snowflake last posted 30% product revenue growth and guided for 27% growth in the coming quarter.
Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Mizuho Securities raised price targets for Micron Technology to $740 and Western Digital to $550, citing surging AI-driven memory demand. Micron shares rose 4.2% premarket to $666.59, Western Digital gained 3.8% to $483.15. Analyst Vijay Rakesh projected Micron HBM revenue to reach $35.7 billion by 2028. Micron began shipping a 245-terabyte SSD for AI and cloud workloads.
Fortinet Stock Surges 12% as Q1 Beat and 2026 Guidance Put AI Security Demand Back in Focus

Fortinet Stock Surges 12% as Q1 Beat and 2026 Guidance Put AI Security Demand Back in Focus

Fortinet shares jumped 12.3% premarket after first-quarter earnings and revenue beat estimates, with adjusted EPS at 82 cents on $1.85 billion revenue. Billings rose 31% to $2.09 billion, and product revenue climbed 41% to $645 million. The company raised its 2026 outlook, now guiding for up to $7.87 billion in annual revenue. CEO Ken Xie cited strong demand and AI-driven security threats.
Corning Stock Is Suddenly an AI Trade: Inside Nvidia’s $500 Million Fiber Bet

Corning Stock Is Suddenly an AI Trade: Inside Nvidia’s $500 Million Fiber Bet

Nvidia acquired $500 million in Corning warrant rights as part of a multiyear optical-connectivity agreement. Corning will build three U.S. plants, increase optical capacity tenfold, and add over 3,000 jobs. Corning shares jumped nearly 12% premarket, while Nvidia rose 5.7%. The deal ties Corning’s fiber business more closely to AI data-center expansion.
Fortinet Stock Jumps After Earnings Beat as AI Security Demand Lifts Outlook

Fortinet Stock Jumps After Earnings Beat as AI Security Demand Lifts Outlook

Fortinet shares jumped up to 24% after the company raised its full-year revenue outlook and posted first-quarter revenue of $1.85 billion, beating estimates. Billings climbed 31% to $2.09 billion, and free cash flow hit a record $1.01 billion. Fortinet also launched new firewalls aimed at AI-driven workloads, positioning itself against rivals like Palo Alto Networks and Cisco.
Entravision Communications (EVC) Stock Nearly Doubles as AI Ad-Tech Revenue Surges

Entravision Communications (EVC) Stock Nearly Doubles as AI Ad-Tech Revenue Surges

Entravision shares surged 94% to $7.69 after first-quarter revenue more than doubled to $196.97 million and net income reached $12.36 million, reversing a year-ago loss. The Advertising Technology & Services unit drove a 204% revenue jump to $154.55 million. Broadcast revenue rose 4% but posted a wider operating loss. Cash flow turned positive, with $21.8 million generated in the quarter.
Axon Stock: Q1 Revenue Jumps 34% as AI and Drone Demand Lift 2026 Outlook

Axon Stock: Q1 Revenue Jumps 34% as AI and Drone Demand Lift 2026 Outlook

Axon reported first-quarter revenue of $807 million, up 34% and above analyst estimates, driven by strong demand for police software, Tasers, body cameras, and AI products. The company raised its 2026 revenue growth forecast to 30%–32%. Software and services revenue climbed 35% to $355 million, while AI product revenue surged over 700%. Gross margin fell to 59.1% due to tariffs and Dedrone-related costs.
Coherent Stock Falls After AI-Fueled Q3 Beat: Why Wall Street Still Sold COHR

Coherent Stock Falls After AI-Fueled Q3 Beat: Why Wall Street Still Sold COHR

Coherent Corp. shares dropped about 6% in late trading Wednesday despite reporting fiscal Q3 revenue of $1.81 billion, up 20.5% year-over-year and above estimates. Datacenter & Communications revenue rose sharply to $1.36 billion, while Industrial revenue fell. Adjusted operating income missed expectations, and free cash flow was negative $536.9 million. The company forecast stronger-than-expected Q4 revenue and earnings.
Dell Technologies Stock Jumps As AI Server Rally And Texas Move Put June Vote In Focus

Dell Technologies Stock Jumps As AI Server Rally And Texas Move Put June Vote In Focus

Dell shares rose about 10% Wednesday, reaching $238.84, as demand for AI servers boosted the stock. The company will ask shareholders to approve moving its legal home from Delaware to Texas at its June 25 annual meeting. Michael Dell and Silver Lake hold enough voting power to influence the outcome. Dell’s market value stood at roughly $158.3 billion in afternoon trading.
CDW Corporation Stock Plunges 20% After Revenue Beat Exposes AI Margin Squeeze

CDW Corporation Stock Plunges 20% After Revenue Beat Exposes AI Margin Squeeze

CDW shares fell 19.5% intraday after first-quarter gross margin dropped to 21.0% from 21.6%, despite net sales rising 9.2% to $5.68 billion. Adjusted earnings of $2.28 per share missed analysts’ estimates by one cent. Investors focused on a shift toward lower-margin hardware sales. The stock traded at $110.11, down $26.69 from Tuesday’s close.
Alibaba Stock Jumps as AI Bets Face a May 13 Earnings Test

Alibaba Stock Jumps as AI Bets Face a May 13 Earnings Test

Alibaba’s U.S.-listed shares jumped 6.6% to $141.04 on Wednesday, driven by renewed investor interest in artificial intelligence infrastructure. The rally comes ahead of Alibaba’s March-quarter and fiscal-year earnings report due May 13. Investors are watching for signs that cloud and AI gains can offset weak e-commerce demand. Competitors like DeepSeek are also drawing attention in the AI sector.
QUALCOMM Incorporated Stock Nears $200 as AI Data-Center Bet Drives QCOM Rally

QUALCOMM Incorporated Stock Nears $200 as AI Data-Center Bet Drives QCOM Rally

Qualcomm shares rose 1.8% to $189.83 Wednesday after hitting $200.34, boosted by investor interest in AI data-center chips and a custom silicon deal with a major cloud operator. Fiscal Q2 revenue reached $10.6 billion, with handset sales down 13% but automotive revenue up 38%. CEO Cristiano Amon declined to name the cloud customer, saying shipments begin later this year.
Arm Stock Surges Before Earnings as AI Server CPU Bet Faces Wall Street Test

Arm Stock Surges Before Earnings as AI Server CPU Bet Faces Wall Street Test

Arm Holdings’ U.S. shares jumped 11% to $231.42 Wednesday before its fiscal Q4 results, lifted by optimism around AI infrastructure and AMD’s strong outlook. Wall Street expects Arm to post $1.47 billion in revenue and 59 cents EPS. UBS raised its price target to $245, citing server CPU market growth. Arm will report after the U.S. close and host a webcast at 22:00 BST.
Hut 8 Stock Jumps After $9.8 Billion Texas AI Data Center Lease Speeds Its AI Pivot

Hut 8 Stock Jumps After $9.8 Billion Texas AI Data Center Lease Speeds Its AI Pivot

Hut 8 shares surged 32% Wednesday after the company signed a 15-year, $9.8 billion lease for 352 megawatts of IT capacity at its Beacon Point data center in Texas. The deal boosts Hut 8’s contracted AI data center capacity to 597 MW and total contract value to $16.8 billion. Revenue for the first quarter rose to $71 million, but net loss widened to $253.1 million, mainly due to unrealized losses on digital assets.
Super Micro Stock Jumps 19% as AI Server Forecast Overrides Revenue Miss

Super Micro Stock Jumps 19% as AI Server Forecast Overrides Revenue Miss

Super Micro Computer shares rose 19% after the company forecast stronger-than-expected fourth-quarter revenue and profit. Net sales for the quarter ended March 31 jumped to $10.24 billion, with net income at $483 million. The company’s outlook topped analyst estimates, but revenue missed some forecasts due to customer and supply-chain delays. Shares traded at $33.13, up $5.30 from Tuesday’s close.
Coinbase Layoffs Hit 700 Jobs as AI Rebuild Intensifies Tech Worker Anxiety

Coinbase Layoffs Hit 700 Jobs as AI Rebuild Intensifies Tech Worker Anxiety

Coinbase will cut about 700 jobs, or 14% of its global workforce, as it restructures around artificial intelligence and responds to weak crypto markets. The company expects to complete the layoffs in the second quarter at a cost of $50 million to $60 million. CEO Brian Armstrong cited both market downturn and AI-driven automation as reasons for the move. U.S. staff will receive at least 16 weeks’ pay and six months of health coverage.
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Stock Market Today

  • Affiliated Managers Group (MGRD) Announces Upcoming Dividend Payment
    June 25, 2026, 11:07 AM EDT. Affiliated Managers Group Inc 4.200% Junior Subordinated Notes (MGRD) will trade ex-dividend on June 29, 2026, for a quarterly dividend of $0.2625 payable on June 30, 2026. This dividend represents approximately 1.77% of its recent stock price of $14.85. Shares are expected to drop by 1.77% on the ex-dividend date, reflecting typical market adjustments. The annualized dividend yield stands at 7.07%, suggesting a potentially attractive income stream for investors. MGRD's 52-week price range is $14.40 to $16.94, with the current price near the lower end of this range. In Thursday trading, MGRD shares declined slightly by 0.3%. Investors should consider dividend history and stock performance trends when evaluating MGRD.

Latest News

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

25 June 2026
Bio-Techne surged 19% to $70.17 after Merck KGaA’s $73 per share cash offer, leaving a $2.83 spread as the deal awaits shareholder and regulatory approval, with closing expected in late 2026 or early 2027; trading volume soared past short interest, and the deal values Bio-Techne at $11.3 billion, less than 9.4 times fiscal 2025 sales.
BlackBerry (NYSE:BB) jumps after QNX outlook nudge, eyes on cash flow

BlackBerry (NYSE:BB) jumps after QNX outlook nudge, eyes on cash flow

25 June 2026
BlackBerry shares soared nearly 20% after Q1 revenue jumped 26% and the company raised full-year guidance, with QNX development-license revenue hitting an eight-quarter high—signaling potential future royalty growth—even as analysts remain divided and Q2 guidance trails Q1 results.
Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

25 June 2026
Apple (AAPL) shares plunged 4.8% to $278.93 after the company hiked Mac and iPad prices by $100–$300 due to soaring memory costs, while iPhone prices—over half of March-quarter sales—remained unchanged; Apple warned of further gross margin pressure from rising memory prices, as DRAM costs surged up to 98% last quarter and are set to climb again.
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