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LSE:FTC 4 May 2026

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  • 3 Stocks Positioned for Strong Gains Despite Recent Rallies
    May 13, 2026, 1:05 PM EDT. The stock market has reached new highs since late March, yet Nvidia, Micron Technology, and a third unnamed stock remain compelling buys based on their valuations and growth prospects through 2027. Nvidia, trading near its all-time highs with a $5 trillion market cap, could see a 50% gain if forward earnings rise as expected. Micron benefits from a severe memory chip shortage, driving revenue from $13.6 billion to an anticipated $33.5 billion next quarter. Despite its cyclical industry, Micron trades at a low 13 times forward earnings, signaling potential upside. These stocks are poised to capitalize on booming tech and data infrastructure investments over the coming years.

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

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

13 May 2026
UiPath Inc. shares dropped 5.9% to $9.42 on Wednesday, with trading volume above 22 million, after the company launched a new integration for AI coding agents but investors waited for clearer demand signals ahead of its May 28 earnings call. UiPath reported fourth-quarter revenue of $481 million, up 14%, and reached full-year GAAP profitability for the first time.
Wolfspeed Stock Jumps 21% as Citrini Research Reprices AI Power-Chip Bet

Wolfspeed Stock Jumps 21% as Citrini Research Reprices AI Power-Chip Bet

13 May 2026
Wolfspeed shares surged over 21% to $65.13 Wednesday, with trading volume exceeding 18 million shares and market value reaching $2.55 billion. The rally followed Citrini Research’s endorsement, tying Wolfspeed’s silicon carbide chips to rising AI data-center demand. Wolfspeed reported a $120 million net loss last quarter and expects negative gross margins to continue. Some analysts remain cautious despite the stock’s recent gains.
LinkedIn Layoffs 2026: Why Microsoft’s Job Cuts Hit Even as Revenue Grows

LinkedIn Layoffs 2026: Why Microsoft’s Job Cuts Hit Even as Revenue Grows

13 May 2026
LinkedIn will cut about 5% of its workforce, affecting roles in marketing, engineering, and product teams, according to internal memos and sources. The move comes as LinkedIn reported a 12% revenue increase last quarter and surpassed 1.3 billion members. The company has over 17,500 employees worldwide. Microsoft shares were little changed following the news.

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

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

13 May 2026
Nebius Group shares rose 3.53% to $185.42 in early extended trading after a 3.76% drop Tuesday, ahead of its Q1 earnings release. The company broke ground on a gigawatt-scale AI factory in Missouri and announced a technology deal with Clarifai’s founder and team. NBIS is up 32.79% in the past month and 454.18% over the past year. Investors are weighing rapid expansion against ongoing losses and heavy capital spending.
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