Today: 13 May 2026
Browse Category

Artificial Intelligence 2 May 2026 - 4 May 2026

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle has been selected by the U.S. War Department to deploy advanced AI on classified military networks, joining SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services. The deal comes as Oracle faces investor scrutiny over its AI cloud business and competition from other cloud providers for Pentagon contracts. Oracle’s classified cloud covers all security levels, including Top Secret and Special Access Programs.
4 May 2026
··
Nebius Stock Jumps After $643 Million Eigen AI Deal — What Investors Need To Know

Nebius Stock Jumps After $643 Million Eigen AI Deal — What Investors Need To Know

Nebius Group agreed to acquire U.S.-based Eigen AI in a cash-and-stock deal valued at about $643 million, according to a May 1 SEC filing. Nebius shares closed at $154.49 on Friday, up nearly 12%, and were indicated higher in U.S. premarket trading Monday. The deal is not subject to shareholder approval and will fold Eigen’s technology into Nebius’s managed inference platform.
4 May 2026
··
Palantir Stock Faces 9% Earnings Move As AI Pricing Power Goes On Trial

Palantir Stock Faces 9% Earnings Move As AI Pricing Power Goes On Trial

Options pricing signals traders expect Palantir shares to swing about 9% after Monday’s first-quarter earnings. Analysts forecast revenue of $1.54 billion, up 74% from a year ago, and adjusted earnings of 28 cents per share. Palantir’s Artificial Intelligence Platform remains in focus, with recent government contracts and bullish analyst targets ahead of results.
4 May 2026
···
SoundHound AI Stock Jumps 20% Before Q1 Earnings as Voice AI Trade Faces Its Next Test

SoundHound AI Stock Jumps 20% Before Q1 Earnings as Voice AI Trade Faces Its Next Test

SoundHound AI shares surged 20.1% to $9.56 Friday, with volume spiking ahead of its May 7 earnings report. The rally followed Twilio’s raised 2026 revenue outlook and strong quarterly results, which lifted sector sentiment. Analysts expect SoundHound’s Q1 revenue near $43 million, with loss-per-share forecasts ranging from 5 to 10 cents. Shares traded at $9.39 premarket Monday, down from Friday’s close.
4 May 2026
··
Alibaba Stock Faces a Crucial AI Test as Accio Work Hits 230,000 Businesses

Alibaba Stock Faces a Crucial AI Test as Accio Work Hits 230,000 Businesses

Alibaba said its Accio Work AI tool has been adopted by over 230,000 businesses worldwide one month after launch. The company will report March-quarter and fiscal 2026 results on May 13, with investors watching if AI and cloud growth can offset weaker e-commerce margins. Alibaba’s U.S. shares last closed at $131.50, down 0.31%. Revenue rose 1.7% last quarter, while net income fell 66.3%.
4 May 2026
····
Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

Applied Digital shares fell 2.04% to $33.55 Friday, retreating from gains after its $7.5 billion, 15-year AI data-center lease announced April 23. The deal raised total contracted lease revenue above $23 billion, but investors remain cautious over buildout costs and execution risk. Trading volume reached about 17 million shares.
3 May 2026
····
Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne reported first-quarter revenue of $1.282 billion, nearly double last year’s figure, driven by surging demand for AI-linked semiconductor test equipment. Taiwan and Korea accounted for a combined 60% of sales, while China’s share fell. Gross margin rose to 60.9%. Management warned of weaker visibility and order timing risk for the second half.
3 May 2026
····
MaxLinear Stock Has Tripled. Its AI Data-Center Bet Now Faces a Bigger Test

MaxLinear Stock Has Tripled. Its AI Data-Center Bet Now Faces a Bigger Test

MaxLinear shares jumped 9.1% to $77.18 Friday after first-quarter infrastructure revenue rose 136% year over year, overtaking broadband as its largest segment. The company reported $137.2 million in revenue and a GAAP net loss of $45.1 million. Analysts raised price targets, but the stock now trades above some of those levels. MaxLinear guided second-quarter revenue to $160 million to $170 million.
3 May 2026
····
Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Constellation Energy shareholders elected all 11 board nominees and rejected a proposal for a DEI report, according to a Friday filing. Shares last traded at $307.81, down 1.7%, before the weekend. The company will report first-quarter earnings on May 11. JPMorgan and Scotiabank both cut their price targets for the stock earlier this week.
3 May 2026
···
Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy shares rose $7.29 to $290.52 Friday after the company raised its 2026 forecast and announced a deal to supply up to 2.45 gigawatts of fuel-cell power to an Oracle-backed New Mexico data center. First-quarter revenue jumped 130% to $751.1 million. Options trading showed increased demand for downside protection. Plug Power and FuelCell Energy lagged, with Bloom emerging as the main fuel-cell play on AI data center growth.
2 May 2026
·····
Fiserv Stock Gets an AI Payments Twist Before Crucial May 5 Earnings Test

Fiserv Stock Gets an AI Payments Twist Before Crucial May 5 Earnings Test

Fiserv has joined the x402 Foundation, aligning with Coinbase, Visa, Mastercard, and Stripe to develop an open standard for automated internet payments, the company said Friday. The announcement comes ahead of Fiserv’s first-quarter earnings report on May 5 and its investor day on May 14. Fiserv shares closed at $62.14, down 0.81%. Analysts expect adjusted earnings of $1.57 per share for the quarter.
2 May 2026
···
Lumen Technologies (LUMN) Stock Faces May 5 Earnings Test as AI Network Bet Meets Loss Forecast

Lumen Technologies (LUMN) Stock Faces May 5 Earnings Test as AI Network Bet Meets Loss Forecast

Lumen Technologies is expected to report a first-quarter loss of 14 cents per share on May 5, with revenue projected at $2.84 billion, down 10.7% from a year ago. The quarter marks Lumen’s first results after selling its consumer fiber business to AT&T for $5.75 billion. Shares closed Friday at $9.32, up $0.475. The company will debut a new revenue reporting framework and discuss results at 5 p.m. ET.
2 May 2026
···
Intel Corporation’s SambaNova AI Bet Clears U.S. Review as INTC Stock Nears $100

Intel Corporation’s SambaNova AI Bet Clears U.S. Review as INTC Stock Nears $100

U.S. antitrust regulators cleared Intel’s investment in SambaNova Systems, granting early termination for the deal and removing a key regulatory barrier. Intel raised its stake in the AI chip startup to 8.2% with a $35 million investment in February and plans another $15 million. The FTC decision does not endorse Intel’s strategy but ends the pre-closing review. Intel shares last closed at $99.62, up 5.44% on AI demand.
2 May 2026
···
Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test

Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test

Workday will report fiscal 2027 first-quarter results after markets close on May 21. The company previously forecast first-quarter subscription revenue of $2.335 billion, up 13%. Shares closed Friday at $126.96, up 3.73%, amid ongoing pressure from AI competition and investor concerns over growth. CEO Aneel Bhusri returned in February as the firm pushes new AI-driven products.
2 May 2026
···
Zscaler Stock Jumps 7%: Why ZS Is Rallying While AI-Security Doubts Linger

Zscaler Stock Jumps 7%: Why ZS Is Rallying While AI-Security Doubts Linger

Zscaler shares rose 6.99% to $139.81 on May 1, with trading volume near 2.9 million, as technology stocks rallied and the Nasdaq Composite closed above 25,000 for the first time. The gain followed stronger earnings and forecasts from software peers like Atlassian. Zscaler’s market value stood at $22.5 billion, well below its 52-week high of $336.99. Analysts remain mixed, with some cutting price targets despite maintaining Buy ratings.
2 May 2026
···
Salesforce Stock Jumps as Agentforce AI Revenue Scorecard Gets a Reset

Salesforce Stock Jumps as Agentforce AI Revenue Scorecard Gets a Reset

Salesforce will split AI-era revenue into two main categories, Agentforce Apps and Data 360, starting fiscal 2027. Shares rose 4.13% to $183.82 after the announcement. Recast fiscal 2026 data shows Agentforce Apps brought in $26.7 billion, while Data 360, Platform & Other generated $12.7 billion. The company will provide recast data for fiscal 2025 and 2026 to allow year-over-year comparisons.
2 May 2026
···
1 … 6 7 8 9 10 … 181

Stock Market Today

  • Asia's Diverging Economies Amid Tech Boom and Oil Crisis Signal Global Risks
    May 12, 2026, 6:29 PM EDT. Asia's economy is splitting into two contrasting realities amid a global energy crunch triggered by the Iran war. Tech-driven powerhouses like South Korea and Taiwan see record corporate profits and surging stock markets, fueled by booming semiconductor and artificial intelligence sectors. Meanwhile, countries reliant on traditional manufacturing, such as India and the Philippines, confront fuel scarcity and soaring costs that slow growth and heighten inflationary pressures. The crisis centers on disrupted crude flows through the Strait of Hormuz, sending oil prices to four-year highs. Economists warn this growing divide threatens economic inequality, monetary policy, and political stability across Asia and beyond, spotlighting risks for global trade and development.

Latest article

Nextpower’s Late Jump Says Investors Are Buying the Platform Story—For Now

Nextpower’s Late Jump Says Investors Are Buying the Platform Story—For Now

13 May 2026
Nextpower shares rose about 10% to $138 in after-hours trading Tuesday after Q4 results beat estimates and management raised fiscal 2027 revenue guidance to $3.8–$4.1 billion. Q4 revenue fell to $881 million from $924 million a year earlier, but backlog climbed above $5.25 billion. The company also announced an acquisition of power conversion assets, including Apex Power.
Oklo Stock Drops After Q1 Loss Widens — Why Its $2.5 Billion Cash Pile Matters

Oklo Stock Drops After Q1 Loss Widens — Why Its $2.5 Billion Cash Pile Matters

13 May 2026
Oklo reported a first-quarter net loss of $33.1 million, more than triple last year’s figure, as research and administrative costs surged. The nuclear startup posted no revenue and spent $17.9 million in operating cash, but ended March with $2.54 billion in cash and marketable securities after a major share sale. Shares fell after earnings.
Go toTop