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Artificial Intelligence 6 May 2026 - 7 May 2026

DocuSign Adds Redis CEO to Board as AI Contract Push Faces Bigger Test

DocuSign Adds Redis CEO to Board as AI Contract Push Faces Bigger Test

Docusign, Inc. has tapped Rowan Trollope—currently CEO at Redis—for a board seat, bringing on a leader with a background in both AI and cybersecurity. The move, aimed at bolstering Docusign's expansion into contract-management software, was disclosed Wednesday. Trollope’s appointment became official May 2, according to a regulatory filing.
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 surged over 30% in U.S. trading on Thursday, with the Taiwan-based display-chip company projecting a second-quarter comeback and announcing a cash dividend. The update threw fresh attention on its automotive display and low-power AI segments. Nasdaq-listed shares were last seen at $16.17, up $3.84, after spiking to $17.94 earlier in the session.
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 climbed past $500 early Thursday, erasing Wednesday’s slide as traders appeared to re-engage with the cybersecurity company’s AI-focused strategy and its efforts to boost partner-driven sales. Shares last changed hands at $503.51, up $35.44 after ending the previous session at $468.07, down 1.78%.
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 division plans to spotlight its software at a Boston robotics conference later this month, aiming to highlight its potential uses beyond autos—think AI-powered robots, medical devices, and factory systems. On May 6, the unit announced it would deliver live demos, present a keynote, and unveil new research during the Robotics Summit & Expo, set for May 27-28. For BlackBerry, it’s another signal of its shift away from smartphones.
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 bumped up its price targets for a slate of AI-driven memory and storage names, boosting Micron Technology to $740 from $545 and moving Western Digital to $550 from $470. Wall Street’s appetite for data-center memory plays continues, with the firm maintaining its bullish stance on Micron, Western Digital, and SanDisk, the note shows.
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 jumped 12.3% ahead of the bell Thursday, after the cybersecurity name came through with first-quarter numbers that beat Wall Street, and dialed up its 2026 forecast on stronger demand for network-security offerings. Adjusted earnings landed at 82 cents per share on $1.85 billion in revenue, topping consensus calls for 62 cents and $1.73 billion.
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

Shares of Corning Incorporated jumped ahead of Thursday’s U.S. open, climbing almost 12% to $181.57 after Nvidia disclosed a $500 million warrant stake in the glass and fiber specialist. The companies also unveiled a multiyear agreement to ramp up U.S. manufacturing of optical equipment for AI-focused data centers. Nvidia, meanwhile, traded up 5.7% at $207.83.
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. dropped roughly 6% after hours Wednesday, despite the photonics supplier beating fiscal third-quarter revenue expectations and projecting results above what Wall Street had penciled in—a clear sign investors were looking for more from a name riding this year’s AI-infrastructure boom. Revenue came in at $1.81 billion, marking a 20.5% jump from the prior year, with adjusted earnings at $1.41 a share.
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 plc’s U.S. shares jumped $22.58 to hit $231.42 in New York morning trading Wednesday, up roughly 11%, ahead of the British chip designer’s fiscal fourth-quarter report due after the bell. The rally pushed Arm squarely into focus again for the AI-chip trade, which has shifted recently from graphics chips over to server CPUs.
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 Corp. shares shot up over 32% early Wednesday after the company inked a 15-year lease valued at $9.8 billion for its Beacon Point data center campus in Nueces County, Texas. The move digs the bitcoin miner and data center operator deeper into AI infrastructure. The first phase of the deal covers 352 megawatts of IT capacity—dedicated to servers and related gear.
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