Today: 16 May 2026
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Artificial Intelligence 30 December 2025 - 31 December 2025

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

AI stocks today: Nvidia’s China H200 chip rush puts chipmakers in focus before New Year trade

Nvidia has asked TSMC to increase production of its H200 AI chips as Chinese firms ordered over 2 million units for 2026, far above Nvidia’s inventory, sources told Reuters. TSMC may ramp up output in Q2 2026 if China approves imports after new U.S. export rules. Nvidia shares fell 0.3% Tuesday. ByteDance plans to spend $14.3 billion on Nvidia chips in 2026, according to the South China Morning Post.
Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus

Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus

Constellation Energy closed down 0.4% at $357.12 Tuesday as traders tracked its $26.6 billion Calpine acquisition and regulatory hurdles, including required divestitures in three states. Shares moved between $355.50 and $361.40. No new filings followed a Dec. 23 update on Calpine note exchanges. Nuclear power sentiment remained in focus after Duke Energy’s permit application for a new North Carolina facility.
Western Digital (WDC) stock slides after hours as year-end AI storage rally cools

Western Digital (WDC) stock slides after hours as year-end AI storage rally cools

Western Digital shares fell about 2% to $176.06 in after-hours trading Tuesday, following a volatile session. The stock remains up roughly 303% for 2025, boosted by AI-driven data-center demand. Western Digital completed its flash memory unit spinoff in February and now focuses on hard-disk drives for data centers. Its next earnings report is estimated for Feb. 4, 2026, according to Nasdaq.
AI stocks today: Meta rises on Manus buy as Nvidia slips and Fed minutes keep rates in focus

AI stocks today: Meta rises on Manus buy as Nvidia slips and Fed minutes keep rates in focus

Meta rose 1.1% after announcing a $2–$3 billion deal to acquire AI startup Manus, with plans to integrate its technology into Meta AI products. The S&P 500 fell 0.14%, Nasdaq slipped 0.23%, and the Dow lost 0.20% in thin, year-end trading. Nvidia dipped 0.3%. Fed minutes showed policymakers split on the December rate cut, keeping focus on upcoming economic data.
Meta’s Manus AI deal lifts META as S&P 500 slips in thin year-end trade; Fed minutes in focus

Meta’s Manus AI deal lifts META as S&P 500 slips in thin year-end trade; Fed minutes in focus

The S&P 500 fell 0.14%, Nasdaq lost 0.23%, and the Dow slipped 0.20% in thin post-holiday trading. Meta rose 1.1% after announcing it will acquire AI startup Manus, boosting communication services. Fed minutes showed policymakers split over December’s rate cut. Citigroup dropped 0.8% after revealing a $1.2 billion pre-tax loss tied to the sale of its Russian unit.
GOOG stock steady after hours: Google’s Gemini 3 Flash push and what traders watch next

GOOG stock steady after hours: Google’s Gemini 3 Flash push and what traders watch next

Alphabet’s Class C shares rose 0.1% to $314.55 in after-hours trading Tuesday. Google highlighted new AI products, including Gemini 3 Flash and a completed core Search ranking update, in a December roundup. The stock traded between $313.05 and $317.53 during the session. Investors remain focused on AI spending, data-center costs, and upcoming earnings.
Microsoft stock ticks up as Nadella reshuffles top ranks for post-OpenAI AI push

Microsoft stock ticks up as Nadella reshuffles top ranks for post-OpenAI AI push

Microsoft shares rose 0.3% to $488.52 after reports of CEO Satya Nadella reshuffling senior leadership to speed up in-house AI efforts. The Financial Times said Nadella tapped former Meta executive Jay Parikh to lead a new CoreAI unit. Investors also weighed Federal Reserve minutes showing divisions over 2026 rate cuts. Trading volume was thin ahead of year-end.
Meta stock closes up on Manus AI agent deal — what investors are watching next

Meta stock closes up on Manus AI agent deal — what investors are watching next

Meta shares rose 1.2% to $666.49 after the company agreed to acquire AI startup Manus, valuing the Singapore-based firm at $2–$3 billion, according to a source. Meta plans to integrate Manus technology into Meta AI and other products. Traders are watching for U.S. regulatory scrutiny due to Manus’ Chinese origins. The deal follows Manus’ recent move from China to Singapore.
Why Western Digital stock is down today: WDC slides as year-end rotation cools AI-hardware trades

Why Western Digital stock is down today: WDC slides as year-end rotation cools AI-hardware trades

Western Digital shares fell 1.7% to $176.55 Tuesday, reversing early gains and underperforming storage peers in thin year-end trading. The stock, up 303% in 2025, has been volatile amid portfolio reshuffling and investor focus on Fed policy signals. No company news was tied to the drop. Broader U.S. indexes were little changed.
AI stocks today: Nvidia AI21 buyout talk hits tape as Meta climbs on Manus deal

AI stocks today: Nvidia AI21 buyout talk hits tape as Meta climbs on Manus deal

Nvidia traded flat after reports of advanced talks to buy Israel’s AI21 Labs for up to $3 billion. Meta gained 1.17% to $666.40 after announcing plans to acquire AI startup Manus, with the deal valued at $2 billion to $3 billion by a source. Broader tech stocks were mixed in light, year-end trading. Investors awaited Federal Reserve meeting minutes for signals on 2026 interest rates.
Google stock today: Alphabet (GOOG) ticks higher as Fed minutes loom and new Gemini AI tools roll out

Google stock today: Alphabet (GOOG) ticks higher as Fed minutes loom and new Gemini AI tools roll out

Alphabet Class C shares rose 0.3% to $315.41 Tuesday morning as traders awaited the Federal Reserve’s December meeting minutes. Google announced new Gemini AI features, including video verification using SynthID watermarks. Broader indexes were flat, with SPY and QQQ little changed. Meta gained 1.8%, Microsoft edged up, and Nvidia slipped.
Palantir stock slips today as Fed minutes loom and AI-linked tech cools

Palantir stock slips today as Fed minutes loom and AI-linked tech cools

Palantir shares fell 0.7% to $182.91 in early Tuesday trading as investors trimmed exposure to AI-linked software stocks. The drop followed a 2.4% decline Monday amid broader tech weakness. Markets remain focused on upcoming Federal Reserve meeting minutes for direction in a thin year-end week. CEO Alex Karp’s nontraditional hiring push drew renewed attention after a report on the company’s paid fellowship for high school graduates.
OpenAI’s Altman and Palantir’s Karp take on short sellers, echoing Elon Musk’s playbookNEW YORK, December 30, 2025, 08:48 ET

OpenAI’s Altman and Palantir’s Karp take on short sellers, echoing Elon Musk’s playbookNEW YORK, December 30, 2025, 08:48 ET

OpenAI CEO Sam Altman and Palantir CEO Alex Karp have intensified criticism of short sellers amid rising skepticism toward AI companies. Altman said he wished critics could short OpenAI if it were public, while Karp attacked traders betting against Palantir in a TV interview. Market specialists say short selling remains standard practice despite executive complaints.
Georgia Power’s $16.3B AI data-center power push leans on gas, putting bills under the microscope

Georgia Power’s $16.3B AI data-center power push leans on gas, putting bills under the microscope

Georgia regulators approved Georgia Power’s $16.3 billion plan to add 10,000 megawatts of new generation, mostly for data centers. About 60% of the new capacity will come from natural gas, with the rest from solar and battery storage. The company projects average residential customers will see $8.50 monthly savings from 2029 to 2031. Critics warn protections are temporary and long-term costs could reach $60 billion.
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Stock Market Today

  • Heavy Transportation Equipment Stocks Q1 Recap: Oshkosh, Douglas Dynamics, and Greenbrier
    May 16, 2026, 7:50 AM EDT. Heavy transportation equipment stocks delivered mixed Q1 results, reflecting economic cycle pressures. Oshkosh (NYSE:OSK) reported revenue of $2.32 billion, slightly beating estimates but missed on operating income and earnings per share, with shares down 14.2% to $131.38. Douglas Dynamics (NYSE:PLOW) outperformed, posting 19.8% revenue growth and beating EPS estimates, though shares remained flat at $44.89. Greenbrier (NYSE:GBX), a railcar supplier, faced challenges impacting its revenue and stock performance. Sector revenue and guidance matched analyst consensus, but interest rates and demand cycles remain key risks. Companies continue investing in automation, connected machinery, and electric vehicle technologies to boost efficiencies and address carbon concerns.

Latest articles

Exxon shares head into Monday after oil jumps, court win in hand

Exxon shares head into Monday after oil jumps, court win in hand

16 May 2026
Exxon Mobil shares closed at $157.92 Friday, up 3.4% on the day and 5.5% for the week, tracking a jump in oil prices. Brent crude settled at $109.26 a barrel and WTI at $105.42, both up over 3% Friday. A Texas jury cleared Exxon in a long-running investor lawsuit. The S&P 500 and Nasdaq both fell as rising oil fed inflation concerns.
Cisco’s AI Push Faces Weekend Wall Street Test

Cisco’s AI Push Faces Weekend Wall Street Test

16 May 2026
Cisco closed at a record $118.21 Friday after raising its 2026 AI order forecast to $9 billion and reporting stronger-than-expected quarterly results. The company will cut nearly 4,000 jobs to fund its AI shift. Nasdaq trading resumes Monday after a volatile week for U.S. equities. Polymarket shows a 70% chance of no Fed rate cuts in 2026.
AMD heads into AI weekend test before Monday open

AMD heads into AI weekend test before Monday open

16 May 2026
AMD shares fell 5.69% to $424.10 on Friday, capping a 6.8% weekly drop after hitting a record $469.21 Monday. The Nasdaq Composite lost 1.54%, ending a six-week streak. AMD reported Q1 revenue up 38% to $10.253 billion, with Data Center sales rising 57%. U.S. markets reopen Monday; traders are watching Nvidia’s results and macro factors.
Microsoft gets $2 billion lift from Ackman, Monday looms for AI trade

Microsoft gets $2 billion lift from Ackman, Monday looms for AI trade

16 May 2026
Pershing Square disclosed a $2.09 billion stake in Microsoft, holding 5.65 million shares as of March 31, according to its latest 13F filing. Microsoft shares closed Friday up 3.1% at $421.92, gaining 1.6% for the week, while the broader Nasdaq fell. U.S. cash equities markets will reopen Monday.
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