Top AI Stocks To Watch Today: Nvidia, Microsoft, Broadcom, AMD, Palantir And Cerebras Face A Yield Test

Friday’s open looked shaky for U.S. artificial intelligence shares, with higher Treasury yields and climbing oil prices threatening to derail the AI-driven surge that just sent Wall Street to fresh records. Nvidia, Microsoft, Broadcom, AMD, Palantir, and Cerebras—just public—are all in focus, but the market mood is notably harsher than on Thursday.

Artificial Intelligence · NASDAQ:AMD · NASDAQ:AVGO · NASDAQ:MSFT · NASDAQ:NVDA · NYSE:PLTR · Stock Market
Anthropic Launches Claude for Small Business to Take On Payroll, Invoices and Marketing

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
······
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

LinkedIn is set to lay off around 5% of its staff, adding to the tech industry’s persistent job cuts—even as the Microsoft-owned networking platform continues to expand. The news was expected to land with employees this day, according to two people with knowledge of the decision who spoke to Reuters. One of the sources pointed to a push to restructure teams around growth priorities, insisting there’s no stated agenda to swap employees for artificial intelligence, or AI.
13 May 2026
··
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
···
Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

Dow Jones Today After The Bell: Dow Drops 313 Points Below 50,000 as Oil Whipsaws Wall Street

The Dow Jones Industrial Average dropped 313.62 points, or 0.6%, finishing at 49,596.97 on Thursday—falling back under the 50,000 mark, as Wall Street retreated from its highs. A shaky session for oil and a selloff in chip stocks didn’t help. The S&P 500 closed down 0.4% to 7,337.11. The Nasdaq Composite eased 0.1% to 25,806.20.
7 May 2026
······
SPY Stock Today: S&P 500 ETF Rides AI Chip Rally as Iran Deal Hopes Lift Futures

SPY Stock Today: S&P 500 ETF Rides AI Chip Rally as Iran Deal Hopes Lift Futures

The SPDR S&P 500 ETF Trust pointed to another solid day Wednesday, following gains in U.S. stock-index futures as traders chased broad equities exposure. Optimism around a possible U.S.-Iran peace deal and renewed momentum in artificial-intelligence chip names lifted sentiment. By 4:43 a.m. ET, S&P 500 futures had advanced 0.32%, with Nasdaq 100 futures up 0.81%, according to Reuters.
6 May 2026
··········
Netflix’s $25 Billion Buyback Looks Big. Microsoft’s $190 Billion AI Capex Bill Looks Bigger

Netflix’s $25 Billion Buyback Looks Big. Microsoft’s $190 Billion AI Capex Bill Looks Bigger

Netflix’s bigger share buyback is drawing attention to how companies are handling their cash, with investors now sizing up buybacks like Netflix’s against Microsoft’s much heftier $190 billion commitment for AI and cloud infrastructure this year. After recent dips in their stocks, Netflix, PulteGroup, and Mobileye are all doubling down on repurchases. Microsoft, meanwhile, is turning to shareholders, seeking support for yet another ramp-up in capital spending.
5 May 2026
······
Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Tech stocks in the U.S. are once again grabbing attention, with both the S&P 500 and Nasdaq finishing Friday at fresh highs. Now, the focus is shifting — not just ChatGPT, not just Nvidia. This time, the conversation is circling around three connected themes: AI infrastructure, robot intelligence, and tokenized securities.
2 May 2026
·······
S&P 500 And Nasdaq Hit Records As Apple Rally Defies Oil Shock — For Now

S&P 500 And Nasdaq Hit Records As Apple Rally Defies Oil Shock — For Now

The S&P 500 and Nasdaq both finished at new highs on Friday, pushing April’s recovery further as strong results from Apple and others outshone losses in energy names. S&P 500 notched a 0.29% gain to 7,230.12, while the Nasdaq jumped 0.89% to 25,114.44. The Dow lagged, dipping 0.31% to 49,499.27. LSEG analysts are looking for S&P 500 earnings to climb 27.8% year-over-year for the first quarter. Carson Group’s Ryan Detrick called the day’s action the “cherry on top” of what he described as a better-than-expected earnings week.
2 May 2026
·········
Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

Is the AI Stock Rally Over? 3 Warning Signs Investors Should Watch This Week

On Thursday, U.S. investors grew choosier with artificial intelligence stocks. Meta Platforms dropped close to 10%, Microsoft slid over 3%, while Alphabet picked up nearly 6% as earnings moved the focus from the hype around AI to the hefty price tags involved. Nvidia, the trade’s chipmaker of choice, also traded lower early on.
30 April 2026
·····
Microsoft Corporation’s $190 Billion AI Bet Is the Number Wall Street Can’t Ignore

Microsoft Corporation’s $190 Billion AI Bet Is the Number Wall Street Can’t Ignore

Microsoft Corporation has slapped a $190 billion estimate on what it expects to spend building out AI through 2026, while also projecting Azure growth that tops what analysts had penciled in. That cloud optimism, though, comes with a hefty data-center tab. Shares wobbled at first after the numbers dropped, but regained their footing as executives flagged demand staying out in front of supply.
30 April 2026
··
US Stock Market Today: Futures Rise Before GDP as Big Tech Earnings Split Wall Street

US Stock Market Today: Futures Rise Before GDP as Big Tech Earnings Split Wall Street

U.S. stock futures moved up ahead of Thursday’s session, with Alphabet and Amazon getting a lift from upbeat cloud numbers. Meta and Microsoft, on the other hand, lost ground as concerns lingered about costs tied to ramping up AI. As of 6:46 a.m. EDT, Dow Jones mini futures had climbed 351 points, S&P 500 mini futures were ahead by 13.5, and Nasdaq 100 minis gained 66.25, according to Bloomberg market data.
30 April 2026
······
1 … 8 9 10 11 12 … 57
Follow on Google News
Add as preferred source Open in Google News

US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

U.S. index futures reopen at 18:00 ET

This is the clearest scheduled U.S.-market price-discovery point today and can transmit weekend news into equity-index futures before Monday's cash session.

#2

New Zealand retail sales at 18:45 ET

The Q2 retail package can move NZD and regional risk sentiment. Spillover to U.S. assets is usually secondary unless the result is unusually large.

#3

No scheduled domestic U.S. data or corporate reports

The absence of U.S. releases, earnings, IPO pricings and split events leaves fewer scheduled catalysts, increasing the relative importance of weekend headlines and positioning at the futures reopen.

View full calendar
Times and estimates may change. Verify before trading.