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Artificial Intelligence 10 May 2026 - 11 May 2026

Banco Bradesco Stock Falls as AI Push Meets Credit-Cost Test in Brazil

Banco Bradesco Stock Falls as AI Push Meets Credit-Cost Test in Brazil

Banco Bradesco SA’s preferred shares dropped in São Paulo on Monday, tracking weakness across Brazilian lenders as investors balanced hopes for a profit rebound with concerns over higher loan-loss provisions and the bank’s renewed focus on tech-driven growth. At 12:17 p.m., InfoMoney’s live feed showed BBDC4 down 2.31%. Itaú Unibanco’s ITUB4 slipped 2.23%, Santander Brasil units were off 2.21%, and Banco do Brasil edged down 0.32%.
11 May 2026
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Nebius Stock Rally Hits a Crucial $18 Billion AI Test Before Q1 Earnings

Nebius Stock Rally Hits a Crucial $18 Billion AI Test Before Q1 Earnings

Nebius Group surged in U.S. trading Monday, as shares jumped to $190.98—up $13.93 on the session. The Amsterdam-based AI cloud firm even hit $196.39 earlier in the day, flirting with new highs just ahead of its quarterly report. That update, due in two days, will show if Nebius’s ambitious data-center push is enough for investors. Nasdaq: NBIS has now extended a rally that Yahoo Finance recently pegged as a 14.6% gain, driven by Nvidia’s support and big cloud contract wins.
11 May 2026
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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 pulled Dell Technologies Inc down to Neutral from Buy on Monday, arguing that the stock’s run has already baked in its artificial intelligence server momentum. Still, the firm bumped its price target up to $243 from $167. Analyst David Vogt pointed out Dell’s shares have soared about 170% in the last year, well ahead of the S&P 500’s 30% move, and suggested the market might be factoring in 2027 earnings at $17 per share—a figure that’s roughly 25% above UBS’s own projection.
11 May 2026
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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 Technologies Inc has raised its 2026 revenue ambitions, but the stock remains below pre-earnings levels—suggesting investors are still debating whether the AI software heavyweight can deliver enough growth. The shares ended Friday at $137.80 on Nasdaq, up 0.55% for the day, yet still down from Monday’s $146.03 close, ahead of the earnings release.
11 May 2026
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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

Super Micro Computer opened Monday trading as its AI-server comeback drew attention from export-control regulators. Bangkok's SiamAI, which had been accused of facilitating the shipment of advanced Super Micro and Nvidia chips to China, issued a statement denying it exported AI servers there and insisting it follows U.S. export and re-export regulations, according to Reuters.
10 May 2026
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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 Inc. is set to post first-quarter numbers before Tuesday’s opening bell, giving investors a look at how the AI chip-materials upstart stacks up. Wall Street’s consensus: adjusted earnings per share of 92 cents, profit with certain items stripped out. Management plans a conference call at 8 a.m. ET.
10 May 2026
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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 Corp. ended Friday’s U.S. session at $98.46, a drop of $2.81 from its previous close, with investors weighing just how much of the week’s AI-driven data-center surge would stick around. Rosenblatt Securities on Friday bumped its price target up to $124 from $89 after Hut 8’s new lease in Texas marked another pivot from its bitcoin-mining roots toward AI infrastructure.
10 May 2026
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