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NYSE:DELL.C 11 May 2026

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 downgraded Dell Technologies to Neutral from Buy, citing a 170% surge in Dell shares over 12 months and saying valuation now reflects its AI server growth story. Dell’s stock closed at $260.46 on Friday, up 13% after President Trump publicly praised the company. Dell forecasts $50 billion in fiscal 2027 AI server revenue, more than double current levels. The board is seeking approval to reincorporate from Delaware to Texas.
11 May 2026
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Stock Market Today

  • Natural Gas Prices Drop as EIA Increases US Production Projections for 2026
    May 12, 2026, 5:13 PM EDT. Natural gas prices slipped 2.3% on Tuesday after the U.S. Energy Information Administration (EIA) raised its 2026 production forecast to 110.61 billion cubic feet per day, up from 109.60 bcf/day. Prices initially climbed to a six-week high due to warmer weather forecasts expected to boost electricity demand. However, ample U.S. gas inventories, currently 7.7% above the five-year average, exerted downward pressure. Middle Eastern supply disruptions and a shutdown at Qatar's Ras Laffan LNG plant support medium-term prices by constraining global liquefied natural gas (LNG) availability. U.S. demand rose 10% year-on-year, with LNG exports slightly up, and electricity generation showed modest increases. Despite these fundamentals, increased U.S. output and robust storage levels keep downward pressure on near-term prices.

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Ernexa Stock’s 58% Jump Shows How Fast a Tiny Biotech Can Reprice on Ovarian-Cancer Hopes

Ernexa Stock’s 58% Jump Shows How Fast a Tiny Biotech Can Reprice on Ovarian-Cancer Hopes

12 May 2026
Ernexa Therapeutics shares jumped 58.5% to $11.43 Tuesday after renewed investor focus on its preclinical ovarian-cancer therapy ERNA-101, following a May 11 investor event. Trading volume reached about 18.85 million shares. The company reported $8.3 million in cash as of April 30, less than needed for its 12-month plan, and may use an at-the-market stock sale to raise funds.
UnitedHealth Stock Climbs as Investors Reprice the Turnaround, Not Just the Latest Headline

UnitedHealth Stock Climbs as Investors Reprice the Turnaround, Not Just the Latest Headline

12 May 2026
UnitedHealth shares climbed 3.1% to $396.45 Tuesday after unveiling a new Optum Rx fee-based pricing model and raising 2026 profit guidance. The company reported Q1 revenue of $111.7 billion and adjusted earnings of $7.23 per share. Management said fundamentals are improving but described the turnaround as ongoing. Investors responded to both the PBM overhaul and stronger earnings outlook.
BuzzFeed Stock Nearly Doubles as Byron Allen Deal Buys Time, Not a Clean Turnaround

BuzzFeed Stock Nearly Doubles as Byron Allen Deal Buys Time, Not a Clean Turnaround

12 May 2026
BuzzFeed shares jumped 97% to about $1.44 Tuesday after Byron Allen’s family office agreed to buy 40 million new shares at $3 each, securing 52% control. Only $20 million is due in cash at closing, with the rest as a five-year promissory note. BuzzFeed reported Q1 revenue down 12.4% to $31.6 million and a net loss of $15.1 million. The company warned of “substantial doubt” about its ability to continue operating.
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