Artificial Intelligence 2 May 2026

Datavault AI Stock Falls as $60 Million Share Sale Puts Its GPU Network Bet Under Pressure

Shares of Datavault AI Inc. tumbled roughly 20% on the Nasdaq early Monday, following the company’s move to price a $60 million common stock offering intended to bankroll its upcoming AI computing network. According to market data, the stock was last quoted at 59.69 cents—off 14.69 cents versus Friday’s finish.

4 May 2026

Artificial Intelligence·NASDAQ:DTAI·Stock Market

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

The U.S. War Department has tapped Oracle Corp as one of just eight firms set to roll out advanced artificial intelligence tools on classified military networks, marking a new entry for the enterprise software giant into highly sensitive government tech. Oracle appears on the department’s roster with SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services. According to the department, these AI systems will support “lawful operational use” on secure networks.

4 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:ORCL

Nebius Stock Jumps After $643 Million Eigen AI Deal — What Investors Need To Know

Nebius Group N.V. jumped back into the spotlight Monday, as the Amsterdam AI cloud outfit struck a deal to acquire Eigen AI, the U.S. inference and model optimization startup, for roughly $643 million in cash and stock.

4 May 2026

AMS:NEBI·Artificial Intelligence·Stock Market

Palantir Stock Faces 9% Earnings Move As AI Pricing Power Goes On Trial

Palantir Technologies is set to report first-quarter earnings after the U.S. market closes Monday, with PLTR stock options implying a potential 9% move—up or down—by week’s end. The company will webcast its results at 5:00 p.m. ET.

4 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:PLTR·Stock Market

SoundHound AI Stock Jumps 20% Before Q1 Earnings as Voice AI Trade Faces Its Next Test

SoundHound AI heads into the new week carrying Friday’s 20.1% jump, with traders piling in on hopes that the voice-AI specialist can show real first-quarter demand for conversational artificial intelligence.

4 May 2026

Artificial Intelligence·NASDAQ:SOUN·Stock Market

Alibaba Stock Faces a Crucial AI Test as Accio Work Hits 230,000 Businesses

• Alibaba’s international commerce division says over 230,000 businesses around the globe now use its Accio Work AI tool.• Alibaba’s next hurdle arrives May 13, with March-quarter and fiscal 2026 earnings on deck.• Investors want to see if gains from AI and cloud are enough to counter shrinking margins in e-commerce and quick commerce.

4 May 2026

Artificial Intelligence·HKG:9988·NASDAQ:BABA·Stock Market·Technology Trends

Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

Applied Digital Corp dipped 2.04% to close at $33.55 on Friday, with traders sizing up the recent surge in the AI data-center name against uncertainties around expansion expenses and timelines. Shares swung between $35.15 and $33.30 through the session, and roughly 17.04 million shares changed hands.

3 May 2026

Artificial Intelligence·Data Centers·NASDAQ:ADEX·Stock Market·Technology

Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Inc. revealed a striking jump in its latest quarter, with revenue for the first three months almost doubling as demand swelled for its chip-testing gear—key systems used for data center compute chips. The company’s Form 10-Q, posted Friday, delivers the most up-to-date details for investors tracking whether the AI-driven surge in test equipment sales has more room to run.

3 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:TER·Stock Market·Technology

MaxLinear Stock Has Tripled. Its AI Data-Center Bet Now Faces a Bigger Test

MaxLinear Inc. stock jumped 9.1% to finish at $77.18 on Friday, bringing the company’s valuation to roughly $6.8 billion. Investors piled in as the chipmaker ramped up its move into AI data-center connectivity, fueling another surge in the shares.

3 May 2026

Artificial Intelligence·Data Centers·NASDAQ:MXL·Stock Market·Technology

Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Shareholders at Constellation Energy signed off on all 11 board nominees and approved executive compensation, while overwhelmingly turning down a call for a report detailing the company’s rationale behind its diversity, equity and inclusion efforts, according to a Friday filing. The outcome hands management a solid governance win ahead of next week’s first-quarter earnings update.

3 May 2026

Artificial Intelligence·Energy Sector·NASDAQ:CEG·Stock Market

Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Holdings Co ended Friday at $328.31 after hitting a new 52-week high earlier in the session. Shares swung between $324.23 and $331.97, with the power-and-cooling supplier remaining a key name in Wall Street’s AI data-center play.

3 May 2026

Artificial Intelligence·Data Centers·NYSE:VRT·Stock Market

Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy finished Friday at $290.52, jumping $7.29. The fuel-cell maker’s stock kept running higher, fueled by that upbeat 2026 outlook and the hefty data center power deal tied to Oracle. U.S. markets stayed shut Saturday.

2 May 2026

Artificial Intelligence·NASDAQ:BE·NYSE:ORCL·Renewable Energy·Stock Market·Technology Trends

Fiserv Stock Gets an AI Payments Twist Before Crucial May 5 Earnings Test

Fiserv is now part of the x402 Foundation, the payments giant said Friday, joining a Linux Foundation project that’s working on an open standard for automated payments online. This brings Fiserv—a key technology supplier for banks and merchants—into a protocol developed by Coinbase, which targets payments made through apps, APIs, and AI agents.

2 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:FISV·Stock Market

Arista Networks Stock Faces AI Earnings Test After Morgan Stanley Target Boost

Meta Marshall at Morgan Stanley bumped up the price target on Arista Networks Inc. to $180 from $165 while sticking with an Overweight call, noting chatter around the name has "started to pick up" ahead of next week’s earnings. Arista shares slipped a cent to end Friday at $172.70, after reaching $177.14 earlier in the session.

2 May 2026

Artificial Intelligence·NASDAQ:ANET·Stock Market·Technology

Lumen Technologies (LUMN) Stock Faces May 5 Earnings Test as AI Network Bet Meets Loss Forecast

Lumen Technologies Inc. faces its May 5 earnings announcement with markets looking for another loss, while the stock managed a solid gain on Friday. Refinitiv numbers via TradingView call for a 14-cent-per-share loss. Lumen closed at $9.32, up $0.475 from the previous finish.

2 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:LUMN·Stock Market

Cloudflare’s AI Bet Just Got Bigger Before Earnings. Investors Have One Question

Cloudflare on Friday rolled out Dynamic Workflows, a developer tool aimed at making its Workers platform more attractive for AI agents and software that require persistent, automated code execution—handling tasks like pausing, retrying, and resuming operations without manual oversight. The timing comes just ahead of its first-quarter earnings report, offering investors a fresh signpost for Cloudflare’s AI ambitions and potential revenue impact.

2 May 2026

Artificial Intelligence·Cloud Computing·NYSE:NET·Technology

Intel Corporation’s SambaNova AI Bet Clears U.S. Review as INTC Stock Nears $100

U.S. antitrust regulators have signed off on Intel Corporation’s investment in SambaNova Systems, eliminating a key regulatory obstacle from an AI-chip deal that’s drawn attention because Intel CEO Lip-Bu Tan also serves as chair at the startup. According to a Federal Trade Commission notice, the agency granted early termination for transaction 20261227, naming Intel as the acquirer and SambaNova as the target.

2 May 2026

Artificial Intelligence·NASDAQ:INTC·Stock Market·Technology

Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test

Workday Inc. has set May 21 for its fiscal 2027 first-quarter earnings release, planning to drop numbers after the bell. Investors are watching to see how the software company’s subscription business—and new AI efforts—are holding up. The Pleasanton, California outfit scheduled a call for 1:30 p.m. Pacific to go through results and provide its outlook.

2 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:WDAY·Stock Market

Zscaler Stock Jumps 7%: Why ZS Is Rallying While AI-Security Doubts Linger

Zscaler Inc surged almost 7% Friday, snapping back after a rough stretch for software names. Shares finished the session at $139.81, a gain of $9.13, on roughly 2.9 million traded, according to company market data.

2 May 2026

Artificial Intelligence·Cybersecurity·NASDAQ:ZS·Stock Market

Salesforce Stock Jumps as Agentforce AI Revenue Scorecard Gets a Reset

Starting in fiscal 2027, Salesforce Inc. plans to consolidate its AI-related revenue reporting into two buckets, making it simpler for investors to track Agentforce and Data 360 performance as the company aims to show its AI business can drive future growth. Shares finished Friday’s session at $183.82, up 4.13%.

2 May 2026

Artificial Intelligence·NYSE:CRM·Stock Market·Technology

Artificial Intelligence 2 May 2026 - 4 May 2026