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Artificial Intelligence 10 May 2026 - 11 May 2026

Western Digital (NASDAQ:WDC) drops 15% as margin forecast challenges AI-storage gains
Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

UBS pulled Dell Technologies Inc down to Neutral from Buy on Monday, arguing that the stock’s run has already baked in its artificial intelligence server momentum. Still, the firm bumped its price target up to $243 from $167. Analyst David Vogt pointed out Dell’s shares have soared about 170% in the last year, well ahead of the S&P 500’s 30% move, and suggested the market might be factoring in 2027 earnings at $17 per share—a figure that’s roughly 25% above UBS’s own projection.
11 May 2026
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Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir Technologies Inc has raised its 2026 revenue ambitions, but the stock remains below pre-earnings levels—suggesting investors are still debating whether the AI software heavyweight can deliver enough growth. The shares ended Friday at $137.80 on Nasdaq, up 0.55% for the day, yet still down from Monday’s $146.03 close, ahead of the earnings release.
11 May 2026
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Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

Super Micro Computer opened Monday trading as its AI-server comeback drew attention from export-control regulators. Bangkok's SiamAI, which had been accused of facilitating the shipment of advanced Super Micro and Nvidia chips to China, issued a statement denying it exported AI servers there and insisting it follows U.S. export and re-export regulations, according to Reuters.
10 May 2026
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Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Inc. is set to post first-quarter numbers before Tuesday’s opening bell, giving investors a look at how the AI chip-materials upstart stacks up. Wall Street’s consensus: adjusted earnings per share of 92 cents, profit with certain items stripped out. Management plans a conference call at 8 a.m. ET.
10 May 2026
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Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Hut 8 Corp. ended Friday’s U.S. session at $98.46, a drop of $2.81 from its previous close, with investors weighing just how much of the week’s AI-driven data-center surge would stick around. Rosenblatt Securities on Friday bumped its price target up to $124 from $89 after Hut 8’s new lease in Texas marked another pivot from its bitcoin-mining roots toward AI infrastructure.
10 May 2026
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Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Alphabet heads into the week still facing uncertainty over Google’s unresolved EU antitrust negotiations, leaving a cloud over a stock that’s climbed thanks to cloud momentum, surging AI interest, and its renewed rivalry with Nvidia for the top market cap spot. On Friday, EU regulators gave Google extra time to respond, after finding the company’s previous proposal lacking.
10 May 2026
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Microsoft Stock Week Ahead: MSFT Faces a Fresh AI Test After Big Investor Cut

Microsoft Stock Week Ahead: MSFT Faces a Fresh AI Test After Big Investor Cut

This week, Microsoft Corp. faces a more pointed debate around its stock: is artificial intelligence still its strongest growth engine, or could it end up undermining the Office and Azure lines that helped build its market cap? The latest pressure comes from TCI Fund Management, which slashed its Microsoft stake from 10% of its portfolio at the end of 2025 to just 1% by March’s close. Sir Christopher Hohn, in a note to investors, pointed to uncertainty about Microsoft’s future edge as AI advances rapidly.
10 May 2026
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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
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Walt Disney

NYSE: DIS 87 / 100
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