Artificial Intelligence 12 May 2026

Cisco Stock Surges After Q3 Earnings as AI Orders Spark Job Cuts and Bigger Forecast

Cisco Systems surged 14% in after-hours trading Wednesday as the company boosted its full-year revenue outlook and revealed plans to eliminate close to 4,000 jobs—around 5% of its staff—to shift more resources into artificial intelligence. Reuters has the story.

13 May 2026

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

Apple Gives Alphabet a Rare Ally in Europe’s AI-Android Fight

On Wednesday, Apple threw its support behind Alphabet’s Google as the company battles EU regulators pushing for rules that would require Android to open up Google-linked features to competing AI services. Apple cautioned that these proposals might put device security and privacy at risk.

13 May 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:GOOGL·Technology

Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Shares of Applied Optoelectronics surged roughly 21% Wednesday afternoon, fueling gains across optical-networking names as bets on AI data center demand kept pushing supply concerns. The stock was last seen at $227.05, after reaching as high as $233.55 earlier. That price tags the company at a market cap near $17.3 billion.

13 May 2026

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

BigBear.ai Stock Rallies Again as Defense-AI Backlog Puts Turnaround in Play

BigBear.ai Holdings caught a bid Wednesday, shares jumping as much as 3.1% to $4.32 by 2:46 p.m. EDT. More than 30 million shares changed hands as the defense AI firm continued to claw back from early-year losses, drawing fresh investor attention.

13 May 2026

Artificial Intelligence·Defense Industry·NASDAQ:BBAI

Apple Inc’s $4.4 Trillion Fight: EU AI Rules, China Talks and a Stock Near $300

Apple Inc. jumped into Europe’s battle with Alphabet’s Google on Wednesday, flagging EU draft rules that would force Android to open up to competing AI services. Apple, in a filing seen by Reuters, labeled the draft an “urgent and serious concern” and warned it could bring “profound risks” for users and devices. “The EC is redesigning an OS,” Apple argued, referring to operating system.

13 May 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:GOOGL·Stock Market·Technology

Palantir Stock Slides as Zelenskiy Meeting Puts War-AI Bet in Focus

Palantir Technologies shares slipped Wednesday, despite CEO Alex Karp’s meeting with President Volodymyr Zelenskiy, which again highlighted the U.S. software firm’s role in Ukraine’s ramped-up wartime AI deployment.

13 May 2026

Artificial Intelligence·NASDAQ:PLTR·Technology

Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

On Wednesday, Anthropic rolled out Claude for Small Business—a product that integrates its Claude AI assistant with platforms like Intuit QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace and Microsoft 365. The company says Claude takes on payroll planning, monthly book closures, invoice follow-ups and sales campaign management for smaller firms.

13 May 2026

Artificial Intelligence·NASDAQ:DOCU·NASDAQ:GOOGL·NASDAQ:INTU·NASDAQ:MSFT·NASDAQ:PYPL·NYSE:HUBS

UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test

UiPath Inc. dropped almost 6% by midday Wednesday, trading at $9.42 with more than 22 million shares changing hands. A fresh move to link its automation platform to AI coding agents did little to sway sentiment, as investors held off for clearer demand signals ahead of the company’s next earnings report.

13 May 2026

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

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology surged close to 10% by late morning in New York after a regulatory filing revealed Advanced Micro Devices owned 65,516 shares in the chipmaker at the end of March. It’s a relatively modest stake, but the disclosure grabbed attention given Marvell’s AI data-center hardware profile. According to the filing, the holding was worth $6.49 million at the time. At Marvell’s late-morning level of $180.76, the shares would fetch roughly $11.8 million—if AMD hadn’t changed its position.

13 May 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:MRVL·Semiconductors·Technology

Nokia Oyj’s AI Turn Gets a New Boss as Shares Rally Again

Nokia Oyj is bringing in Siemens executive Emma Falck to head up its Mobile Infrastructure division starting Sept. 1, shifting the leadership of its key telecom segment as the company works to translate an AI-fueled jump in share price into more reliable revenue. Falck will also take a seat on Nokia’s group leadership team, according to the company.

13 May 2026

Artificial Intelligence·NYSE:NOK·Stock Market·Technology

SoftBank Group Profit Surges on OpenAI Stake as $64 Billion Bet Faces Cash Test

SoftBank Group on Wednesday reported a sharp jump in quarterly profit, crediting a significant boost from its OpenAI stake. For the January-March period, net profit soared to ¥1.83 trillion—more than triple from a year earlier—with the Vision Fund chalking up a ¥3.1 trillion gain tied to OpenAI.

13 May 2026

Artificial Intelligence·Technology·TSX:9984

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba Group’s U.S.-listed American depositary receipts, the NYSE-traded proxy for the Chinese company, were quoted at $136.15 in early premarket, up 1.02%, after closing Tuesday at $134.78, down 1.84%. That is the first read on the stock today: buyers are not gone, but the chart still carries the damage from pre-earnings risk cutting. Google Finance showed Tuesday’s low at $133.82 and a 52-week high of $192.67, so the rebound starts from a bruised level, not a fresh breakout.

13 May 2026

Artificial Intelligence·E-Commerce·NYSE:BABA·Technology

U.S. Stock Futures Rebound as AI Bid Fights Hot CPI and Oil Shock

U.S. stock futures show a mixed setup ahead of the bell. Nasdaq 100 futures jump nearly 0.9% on Bloomberg’s board, shouldering most of the early strength. The Dow slips a bit. That gap spells it out—investors are chasing the AI bounce, not broad exposure.

13 May 2026

Artificial Intelligence·Inflation·Oil Prices·Stock Market

Digi Power X Stock Jumps as Investors Price the AI Data-Center Pivot Before Q1 Update

Digi Power X Inc. is drawing buyers ahead of the open, with DGXX sitting near $9 in the early premarket following Tuesday’s 12.92% surge. It’s a familiar setup: momentum in the stock, and now a date on the calendar—May 15—for Q1 results and an operational update from management.

13 May 2026

Artificial Intelligence·Data Centers·NASDAQ:DGXX·Stock Market

Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Nebius Group shares ended Tuesday at $179.11, a drop of 3.76%. By 4:06 a.m. Eastern in after-hours trading, the stock had bounced to $185.42, up 3.53%. Investors are bracing for the Q1 earnings release before the bell, with the company’s call scheduled at 8:00 a.m. ET.

13 May 2026

Artificial Intelligence·NASDAQ:NBIS·Pre-Market Analysis·Stock Market

Rackspace’s AI Rally Turns Into a Test of Debt, Deals and Short-Squeeze Momentum

Rackspace Technology didn’t just tack on more gains to last week’s surge—it blew right past it, triggering a sharp repricing in the process. Shares settled at $6.33, a jump of 34.97%, just shy of the $6.34 intraday high, before edging lower to $6.20 after hours. The one-day chart reads like a squeeze: opened at $4.79, powered through previous resistance, and saw 61.02 million shares change hands—triple the 19.70 million average.

13 May 2026

Artificial Intelligence·NYSE:RXT·Stock Market·Technology Trends

OpenEvidence’s Miami Move Just Became a Bigger Test for AI in Cancer Care

OpenEvidence has teamed up with the Society of Surgical Oncology, moving to integrate the group’s surgical cancer-care resources into its medical AI platform. The deal also includes a $100,000 grant earmarked for surgeon-led research, a fresh step as the company extends its reach into specialty medicine.

13 May 2026

Artificial Intelligence·Healthcare Innovation

Tesla Stock Falls as Hot Inflation and Robotaxi Doubts Test the AI Premium

Tesla shares took a double punch this session. Higher rates pressured pricey tech names, while the company's robotaxi pitch faced yet another real-world trial, right out in the open. The sharp swing — up early, then tumbling hard — signaled investors slicing the AI premium, not bailing on autos as a whole.

12 May 2026

Artificial Intelligence·Inflation·NASDAQ:TSLA·Stock Market·Tesla

ZoomInfo Stock Sinks as AI Reset Turns a Q1 Beat Into a 2027 Growth Problem

ZoomInfo shares tumbled Tuesday, not because of lackluster results—the quarter itself came in fine—but investors zeroed in on the disappointing outlook.

12 May 2026

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

Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple Inc. shares managed to stay positive Tuesday, edging up roughly 0.4% to around $293.85 after an intraday peak at $294.86. Microsoft, Alphabet, and Nvidia each slipped in midday action. On a difficult session for tech, Apple’s resilience stood out.

12 May 2026

Apple·Artificial Intelligence·Inflation·NASDAQ:AAPL·Stock Market·Technology

Artificial Intelligence 12 May 2026 - 13 May 2026

Cisco Stock Surges After Q3 Earnings as AI Orders Spark Job Cuts and Bigger Forecast

Apple Gives Alphabet a Rare Ally in Europe’s AI-Android Fight

Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

BigBear.ai Stock Rallies Again as Defense-AI Backlog Puts Turnaround in Play

Apple Inc’s $4.4 Trillion Fight: EU AI Rules, China Talks and a Stock Near $300

Palantir Stock Slides as Zelenskiy Meeting Puts War-AI Bet in Focus

Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Nokia Oyj’s AI Turn Gets a New Boss as Shares Rally Again

SoftBank Group Profit Surges on OpenAI Stake as $64 Billion Bet Faces Cash Test

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

U.S. Stock Futures Rebound as AI Bid Fights Hot CPI and Oil Shock

Digi Power X Stock Jumps as Investors Price the AI Data-Center Pivot Before Q1 Update

Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Rackspace’s AI Rally Turns Into a Test of Debt, Deals and Short-Squeeze Momentum

OpenEvidence’s Miami Move Just Became a Bigger Test for AI in Cancer Care

Tesla Stock Falls as Hot Inflation and Robotaxi Doubts Test the AI Premium

ZoomInfo Stock Sinks as AI Reset Turns a Q1 Beat Into a 2027 Growth Problem

Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

TechStock² Updates

MercadoLibre (NASDAQ:MELI) Shares Fall Following Record Q2 Revenue; Thinner Margins Draw Focus

Nasdaq Futures Drop in Early Trading as AI Leaders Face Tougher Earnings Hurdles

SoundHound AI (NASDAQ:SOUN) surges following Q2 results that clear revenue target for 2026

Oscar Health (NYSE:OSCR) shares climb following Q2 results, but outlook signals loss in second half

Nu Holdings Ltd. (NYSE:NU) Buyback Provides Limited Buffer Ahead of Q2 Credit Evaluation

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