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Artificial Intelligence 13 May 2026 - 14 May 2026

Nasdaq Futures Drop in Early Trading as AI Leaders Face Tougher Earnings Hurdles
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.
Forgent Power Stock Jumps After Record Orders Put AI Power Demand Back in Focus

Forgent Power Stock Jumps After Record Orders Put AI Power Demand Back in Focus

Forgent Power Solutions boosted its fiscal 2026 guidance Thursday, reporting record Q3 orders and backlog. The stock jumped ahead of the bell, as investors tallied another signal of robust demand from AI-fueled data center buildouts. The company posted its results with the U.S. Securities and Exchange Commission that same day.
Apple Backs Google in EU AI Fight as iPhone Rules Loom

Apple Backs Google in EU AI Fight as iPhone Rules Loom

Apple is backing Google in a dispute with the European Union over AI access, cautioning that proposed rules requiring deeper Android integration with competing AI services may compromise security for users and devices. The warning was delivered in a submission to the European Commission, as officials in Brussels gathered input on Digital Markets Act provisions targeting Alphabet’s Google.
Alphabet’s $60 Billion AI Debt Sprint Puts Google Stock Back in Focus

Alphabet’s $60 Billion AI Debt Sprint Puts Google Stock Back in Focus

Alphabet is reaching into the global bond market, lining up its debut yen bond as the Google parent seeks fresh funding outside the U.S. to ramp up artificial intelligence efforts. “A company with big borrowing plans and solid credit can raise cash not just domestically but globally,” said Art Hogan, chief market strategist at B. Riley Wealth. According to Reuters, the yen offering could land in the several hundred billion yen range.
Alibaba Stock Jumps as Bigger AI Cloud Bet Overshadows Profit Squeeze

Alibaba Stock Jumps as Bigger AI Cloud Bet Overshadows Profit Squeeze

Alibaba Group Holding Limited is ramping up its artificial intelligence and cloud investment beyond previous plans, following a 38% surge in cloud sales that sent its U.S.-listed stock up. The Cloud Intelligence Group brought in 41.63 billion yuan in revenue. The company now expects to blow past its earlier AI investment target of up to 380 billion yuan, even while profits took a hit this period.
Robo.ai NeuroStream Launch: Why AIIO’s 100% Stock Surge Is Under Scrutiny

Robo.ai NeuroStream Launch: Why AIIO’s 100% Stock Surge Is Under Scrutiny

Robo.ai Inc. reported Thursday that Neurovia AI launched NeuroStream, a visual-data tool aimed at compressing and processing video for physical AI applications — think machines running software to interpret, move, or act in the real world. According to the company, a test run trimmed a 5.5GB 4K, 60fps video all the way down to 278MB — about a 95% reduction — without altering resolution or frame rate.
Nokia Stock Surges Again as Cisco’s AI Orders Put New Heat Under the Network Trade

Nokia Stock Surges Again as Cisco’s AI Orders Put New Heat Under the Network Trade

Nokia Oyj jumped for a second straight session Thursday, buoyed by a surge in network-equipment stocks after Cisco reported robust demand for AI-related infrastructure. The Finnish group’s shares gained roughly 10% early, according to MarketScreener data, recapturing territory last seen 16 years ago. On Wednesday, Nokia’s U.S. ADR ended up 11.69% at $14.71.
Hewlett Packard Enterprise Stock Jumps as Activist Investors Circle Its AI Networking Pivot

Hewlett Packard Enterprise Stock Jumps as Activist Investors Circle Its AI Networking Pivot

Shares of Hewlett Packard Enterprise climbed Wednesday following a Semafor report that additional activist investors—among them Irenic Capital—have entered the stock, intensifying the pressure already coming from Elliott Management. Both HPE and Elliott declined to give Semafor a comment. The report noted Irenic’s strategy remains unclear.
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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.