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Artificial Intelligence 14 May 2026 - 15 May 2026

Dell maintains stock premium as AI-driven cash flow surpasses Super Micro
Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Friday’s open looked shaky for U.S. artificial intelligence shares, with higher Treasury yields and climbing oil prices threatening to derail the AI-driven surge that just sent Wall Street to fresh records. Nvidia, Microsoft, Broadcom, AMD, Palantir, and Cerebras—just public—are all in focus, but the market mood is notably harsher than on Thursday.
15 May 2026
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Anthropic’s $900 Billion Moment: Claude Maker’s $30 Billion Round Could Put It Ahead of OpenAI

Anthropic’s $900 Billion Moment: Claude Maker’s $30 Billion Round Could Put It Ahead of OpenAI

Anthropic has locked in terms for a $30 billion fundraising, the Financial Times said Friday, a move that would peg the Claude developer’s valuation near $900 billion—potentially eclipsing OpenAI as the world’s top-valued AI startup if it goes through. People familiar with the matter told FT the deal could wrap up as early as this month, but the details might still shift before anything is made public.
15 May 2026
Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials shares climbed after the chip equipment maker projected fiscal third-quarter revenue and profit ahead of analyst targets—an indication that AI-driven demand from data centers continues to impact suppliers of advanced semiconductor tools. The Santa Clara firm late Thursday put its revenue estimate at roughly $8.95 billion, give or take $500 million, with adjusted earnings around $3.36 per share, plus or minus 20 cents.
15 May 2026
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Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

Shares of Datavault AI Inc. last traded at $0.5861, climbing $0.0544 from the prior close. Volume was heavy—over 65 million shares changed hands. Investors piled in a day ahead of the company’s first-quarter earnings update. For the past two weeks, the Nasdaq-listed player has been working to reposition itself, leaning hard into AI infrastructure, tokenized assets, and cybersecurity.
14 May 2026
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Digi Power X Stock Slides Before Earnings as $1.1 Billion AI Deal Faces First Test

Digi Power X Stock Slides Before Earnings as $1.1 Billion AI Deal Faces First Test

Digi Power X Inc. shares tumbled Thursday, with investors pulling back ahead of the AI infrastructure firm’s first-quarter earnings set for release Friday morning. The Nasdaq stock was changing hands at $7.28 as of 14:50 ET, marking a drop of roughly 14% from the previous close. Earlier in the day, it had reached an intraday high of $9.25. Volume surged past 34 million shares.
14 May 2026
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TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

Taiwan Semiconductor Manufacturing Co Ltd bumped up its long-term forecast for the chip sector on Thursday, projecting the global semiconductor market will top $1.5 trillion by 2030. That’s a sharp increase from TSMC’s earlier $1 trillion estimate, with the company pointing to surging artificial intelligence demand spurring quicker expansion of advanced manufacturing.
14 May 2026
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

CACI International

NYSE: CACI 95 / 100
#2 BUY

Constellation Energy

NASDAQ: CEG 93 / 100
#3 BUY

AerCap

NYSE: AER 91 / 100
#4 BUY ON PULLBACK

Motorola Solutions

NYSE: MSI 89 / 100
#5 ACCUMULATE

Walt Disney

NYSE: DIS 87 / 100
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Editorial model selection. Not personalised advice.