Artificial Intelligence 29 May 2026

Coherent Drops 6.6%, AI Optics Demand Gets Tested

Coherent Corp. dropped 6.6% Friday, falling to around $352. Shares touched $343.51 during the session. The stock had finished at $376.95 on Thursday. Coherent is among the AI-infrastructure names that have drawn attention this year.

29 May 2026

Artificial Intelligence·NASDAQ:COHR·Technology

Dow Jones Pushes Past 51,000 After Hours on AI Momentum, Iran Moves

Dow ends over 51,000 as oil drops, Iran truce hopes lift sentiment The Dow Jones Industrial Average finished the session at 51,027.94, up 358.82 points, or 0.71%. Lower oil prices and some optimism about a possible U.S.-Iran truce helped push the move. The S&P 500 was higher by 19.91 points, or 0.26%, to close at 7,583.61. The Nasdaq Composite climbed 59.92 points, or 0.23%, ending at 26,978.21.

29 May 2026

Artificial Intelligence·NASDAQ:SMCI·NYSE:AEO·NYSE:DELL·NYSE:GPS·NYSE:HPE·Stock Market

Dell’s AI Surge Sends Wall Street Up — U.S. Markets Today

Wall Street finished up Friday, with the three major U.S. indexes posting gains. Dell jumped on strong AI demand and lower oil prices supported another leg in the May rally, which finished at new highs.

29 May 2026

Artificial Intelligence·NASDAQ:SMCI·NYSE:DELL·NYSE:HPE·NYSE:HPQ·Stock Market

Adobe Stock Rises Again as Wall Street Revisits AI Trade

Adobe Inc. shares surged Friday afternoon as renewed buying sent the Photoshop maker sharply higher. The stock had been struggling with pressure from concerns about artificial intelligence rivals.

29 May 2026

Artificial Intelligence·NASDAQ:ADBE·Stock Market

Keel Infrastructure rises again as investors bet on AI growth

Keel Infrastructure shares climbed again Friday, stretching out a sharp rally as investors continued to buy up the stock. The former Bitfarms is now seen more as an AI infrastructure company with power assets, moving away from its bitcoin miner image.

29 May 2026

Artificial Intelligence·NASDAQ:KEEL

BlackBerry rises as QNX AI push draws new attention

BlackBerry Limited’s U.S. shares moved higher again Friday, continuing a rally that started in late May. Traders are buying on the potential of the company’s QNX unit, with interest focused on robotics and so-called “physical AI,” where machines use artificial intelligence to interact with the physical world.

29 May 2026

Artificial Intelligence·NASDAQ:BB·Technology

Vanguard VGT split points to the AI trade’s top play

Vanguard Information Technology ETF has moved ahead of Vanguard’s wider growth funds since an April share split. The tech-heavy ETF, which gives investors a way to buy into AI hardware and software bets, is still drawing money as buyers stay interested in focused tech trades.

29 May 2026

Artificial Intelligence·ETFs·NASDAQ:AAPL·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:DELL·Stock Market·Technology

CrowdStrike Moves Early in AI Trade Ahead of Earnings

CrowdStrike shares rose about 6.5% near midday Friday, pushing higher with the rest of the cybersecurity sector. Investors are betting AI can drive demand for security platforms, not only threaten software names. The stock changed hands around $714.55 after moving as high as $718.96.

29 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:CRWD·NYSE:SNOW·Stock Market

IREN Shares Slide, Bringing Dell AI Deal and $4.4 Billion Test Into Focus

IREN Limited shares dropped in midday action Friday, pulling back after an AI-fueled run. Traders are shifting focus from the big contract figures to whether the company can actually ramp up the capacity it has said it will.

29 May 2026

Artificial Intelligence·NASDAQ:IREN·NASDAQ:NVDA·Stock Market·Technology

Lumentum’s AI Optics Rally Crushed Nvidia’s—Now Comes the Hard Part

Lumentum Holdings shares fell on Friday, cooling a run that has made the San Jose optical-networking supplier one of the more closely watched AI infrastructure trades outside semiconductors.

29 May 2026

Artificial Intelligence·NASDAQ:AAOI·NASDAQ:COHR·NASDAQ:LITE·NASDAQ:NVDA

3X AI Chip ETF surged from $100,000 to $1.28 million, but future gains get harder

Direxion Daily Semiconductor Bull 3X Shares traded just above $220 early Friday, down from a $224.63 close, according to market data. That follows a big run over the past year. 24/7 Wall St. estimated a $100,000 investment made on May 28, 2025, would have been worth around $1.28 million by May 27.

29 May 2026

Artificial Intelligence·ETFs·NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:MU·NASDAQ:NVDA·NYSE:DELL·Stock Market

ByteDance AI chip effort may open Qualcomm to new markets outside smartphones

ByteDance is moving faster on custom AI chips, working on its own CPUs and reportedly tied to a Qualcomm data-center chip deal, as the TikTok parent looks to ease hardware bottlenecks for its AI plans.

29 May 2026

Artificial Intelligence·NASDAQ:QCOM·Semiconductors

SanDisk AI rally draws $3,250 target after 4,000% surge

SanDisk traded near all-time highs on Friday after Susquehanna hiked its price target to $3,250 from $2,000. The move is the latest in a string of bullish calls on the storage-chip name, now seen as a top AI play. Shares rose $15.16 to $1,656.80 by late-morning on Nasdaq after hitting $1,707.71 earlier.

29 May 2026

Artificial Intelligence·NASDAQ:SNDK·Stock Market·Technology

SoundHound AI Stock Moves on $300 Million News

SoundHound AI shares climbed early Friday alongside gains in software and AI stocks. The Nasdaq-listed voice and agentic AI firm was recently at $8.93, up 4.3%. Shares hit a session high of $9.20. This move comes after the company launched a new share-sale program that could bring more stock to market.

29 May 2026

Artificial Intelligence·NASDAQ:SOUN·Stock Market·Technology

Micron rises with AI memory but faces new push from Samsung

Micron Technology rose 4.6% to $966.24 early Friday, keeping up recent momentum that’s taken the chipmaker to about $1.10 trillion in market cap. Investors continue to pick up shares of the Boise, Idaho-based name, which some see as a key play in artificial intelligence this market cycle.

29 May 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology

HP Shares Jump on AI PC Demand, But Costs Are a Drag

HP Inc. shares gained in early New York trading Friday after the company topped quarterly revenue and profit forecasts. The PC and printer maker delivered a more straightforward AI-PC pitch, though rising memory-chip costs still cloud the company’s path forward.

29 May 2026

Artificial Intelligence·NYSE:HPQ·Stock Market·Technology

ServiceNow Stock Jumps as AI Deal Forces a Fresh Look at Growth Fears

ServiceNow shares rose about 9% in Friday morning trading, as a new Wipro partnership and fresh analyst commentary pulled investors back to a familiar question: whether artificial intelligence will help the workflow-software company or eat into the business it built. The stock was recently at $118.99, after touching $120 intraday.

29 May 2026

Artificial Intelligence·NASDAQ:NOW·NYSE:WIT·Stock Market

Okta Shares Climb 20% as Investors Revalue AI Identity Push

Okta shares surged nearly 20% at the open Friday. The identity-security firm topped Wall Street’s expectations for its fiscal first quarter, and analysts from RBC, BMO Capital and Mizuho upped their price targets after the results.

29 May 2026

Artificial Intelligence·Cybersecurity·NASDAQ:OKTA·Stock Market·Technology

HPE shares jump ahead of earnings after Dell’s AI server surge

Hewlett Packard Enterprise shares moved up sharply before the open Friday, getting a boost from a rally in Dell Technologies. Dell raised its annual outlook on higher demand for Nvidia-powered AI servers. Reuters put HPE up 23.5% ahead of the bell. Super Micro Computer was also higher in premarket, up 10.7%.

29 May 2026

Artificial Intelligence·Earnings·NASDAQ:SMCI·NYSE:DELL·NYSE:HPE·Technology

BigBear.ai Shares Rally 13%, Friday’s Open on Deck for AI Trade

BigBear.ai Holdings was in focus ahead of the open Friday, with the defense artificial intelligence stock quoted at $4.94—up 57 cents from its previous close—based on the latest U.S. market data. The regular New York Stock Exchange session starts at 9:30 a.m. Eastern time.

29 May 2026

Artificial Intelligence·NYSE:BBAI·Stock Market·Technology

Artificial Intelligence 29 May 2026

Coherent Drops 6.6%, AI Optics Demand Gets Tested

Dow Jones Pushes Past 51,000 After Hours on AI Momentum, Iran Moves

Dell’s AI Surge Sends Wall Street Up — U.S. Markets Today

Adobe Stock Rises Again as Wall Street Revisits AI Trade

Keel Infrastructure rises again as investors bet on AI growth

BlackBerry rises as QNX AI push draws new attention

Vanguard VGT split points to the AI trade’s top play

CrowdStrike Moves Early in AI Trade Ahead of Earnings

IREN Shares Slide, Bringing Dell AI Deal and $4.4 Billion Test Into Focus

Lumentum’s AI Optics Rally Crushed Nvidia’s—Now Comes the Hard Part

3X AI Chip ETF surged from $100,000 to $1.28 million, but future gains get harder

ByteDance AI chip effort may open Qualcomm to new markets outside smartphones

SanDisk AI rally draws $3,250 target after 4,000% surge

SoundHound AI Stock Moves on $300 Million News

Micron rises with AI memory but faces new push from Samsung

HP Shares Jump on AI PC Demand, But Costs Are a Drag

ServiceNow Stock Jumps as AI Deal Forces a Fresh Look at Growth Fears

Okta Shares Climb 20% as Investors Revalue AI Identity Push

HPE shares jump ahead of earnings after Dell’s AI server surge

BigBear.ai Shares Rally 13%, Friday’s Open on Deck for AI Trade

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Amazon (NASDAQ:AMZN) Retreat Is 30-Fold Jeff Bezos’ $4 Billion Stock Sale Strategy

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