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Stock Market 11 May 2026

Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Nvidia shares rose 2% to $219.51 Monday, valuing the company at $5.38 trillion, as investors awaited first-quarter results due May 20. Stock-split speculation resurfaced after a recent article, though analysts said another split is not imminent. Nvidia and IREN last week announced AI infrastructure and cloud contracts worth a combined $5.5 billion. Alphabet is reportedly closing in on Nvidia’s market value.
ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

KeyBanc maintained an Underweight rating and $85 price target on ServiceNow after the company projected over $30 billion in subscription revenue by 2030. ServiceNow’s first-quarter subscription revenue rose 22% to $3.67 billion, but KeyBanc flagged slowing bookings growth. Shares traded at $93.13 early Monday, up 2.1%. ServiceNow’s Now Assist AI product reached $750 million in annual contract value.
GCT Semiconductor Stock Moves Before Q1 Earnings as Satellite 5G Deal Raises Stakes

GCT Semiconductor Stock Moves Before Q1 Earnings as Satellite 5G Deal Raises Stakes

GCT Semiconductor shares rose to $1.88 in early extended trading Monday, up from Friday’s $1.70 close, after announcing a satellite reference-platform agreement. The company reports first-quarter results after the U.S. market closes May 12. Analysts expect a loss of 13 cents per share on $1.77 million revenue. GCT did not disclose the satellite customer or financial terms.
Lumentum’s Nasdaq-100 Breakthrough Turns AI Optics Stock Into Must-Watch Index Trade

Lumentum’s Nasdaq-100 Breakthrough Turns AI Optics Stock Into Must-Watch Index Trade

Lumentum Holdings will enter the Nasdaq-100 on May 18, replacing CoStar Group. Lumentum shares were indicated at $903.80 early Monday, valuing the company at about $86.9 billion after a 145% gain this year. The company reported fiscal Q3 revenue up 90% to $808.4 million and forecast Q4 revenue up to $1.01 billion. Nvidia recently invested $2 billion in Lumentum and made a multibillion-dollar purchase commitment.
IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Ltd. shares dropped 9.43% to $55.43 in U.S. premarket trading Monday after the company announced a proposed $2 billion convertible-note sale. The move follows last week’s Nvidia partnership, which gave Nvidia rights to buy up to 30 million IREN shares at $70 each. IREN’s latest quarter showed revenue falling to $144.8 million and a net loss widening to $247.8 million.
Nike Stock Gets a Fresh Institutional Signal. The Market Still Looks Split

Nike Stock Gets a Fresh Institutional Signal. The Market Still Looks Split

Nicholas Company disclosed a 123,652-share Nike stake worth $6.53 million as of March 31, even as short interest in Nike rose to 4.67% of shares on loan by May 1. Nike shares traded at $44.14 before Monday’s open, near a 52-week low. Wells Fargo downgraded Nike and cut its price target, citing risks from GLP-1 weight-loss drugs. CEO Elliott Hill and director John Rogers recently bought shares, SEC filings show.
11 May 2026
Applied Digital Just Spun Out ChronoScale: What CHRN Means for APLD Stock Now

Applied Digital Just Spun Out ChronoScale: What CHRN Means for APLD Stock Now

Applied Digital’s cloud unit began trading as ChronoScale (CHRN) on Nasdaq, with Applied keeping about 97% ownership after contributing the business to EKSO Bionics and investing $15.75 million. ChronoScale opened at $15.57, while Applied Digital last traded at $41.25. Applied also secured a $300 million bridge loan led by Goldman Sachs for its North Dakota data center. The company reported Q3 revenue of $126.6 million and a net loss of $100.9 million.
Silver Price Rally Faces a CPI Test That Could Decide Its Next Breakout

Silver Price Rally Faces a CPI Test That Could Decide Its Next Breakout

Silver traded at $80.45 an ounce in London on Monday after its strongest week of 2026, up 6.61%. Traders are watching Tuesday’s U.S. CPI report, which could move yields, the dollar, and metals. A break above $83 may signal further gains; failure risks a drop toward $70. The silver market faces a sixth straight annual deficit, according to industry data.
11 May 2026
Oklo Stock Faces Its Next Big Test as Q1 Earnings Follow Fast NRC Win

Oklo Stock Faces Its Next Big Test as Q1 Earnings Follow Fast NRC Win

Oklo Inc. will report first-quarter results Tuesday after market close, days after U.S. regulators approved key design criteria for its Aurora nuclear powerhouse in Idaho. Analysts expect a quarterly loss of 19 cents per share; Oklo ended 2025 with about $1.4 billion in cash and securities. Shares traded at $72.51 before U.S. markets opened. CEO Jacob DeWitte and CFO Craig Bealmear will host a call at 5 p.m. ET.
Helport AI Stock Jumps Nearly 50% Premarket as HPAI Draws Fresh Trader Interest

Helport AI Stock Jumps Nearly 50% Premarket as HPAI Draws Fresh Trader Interest

Helport AI shares surged 49.1% to $1.47 in U.S. premarket trading Monday, with volume spiking to 6.98 million shares, despite no new company announcement. The stock had dropped 81.9% over the past year and hit a record low last week. Helport last disclosed an April 9 partnership with QuickCEP to build an AI agent product for global brands. The company reported 2025 revenue of $34.9 million, with net income down 74.8%.
Soluna Holdings Stock in Focus After SEC Clears Share Resale Plan

Soluna Holdings Stock in Focus After SEC Clears Share Resale Plan

Soluna Holdings received SEC approval for a resale registration covering 2,459,400 shares of common stock, effective May 8. The filing allows selling stockholders, not Soluna, to resell shares tied to earlier private placements. Soluna recently closed a $53 million wind farm deal and expanded bitcoin hosting. The company will not receive proceeds from the resales.
11 May 2026
Rocket Lab Stock Jumps 34%: The $2.2 Billion Backlog Wall Street Wanted to See

Rocket Lab Stock Jumps 34%: The $2.2 Billion Backlog Wall Street Wanted to See

Rocket Lab shares jumped 34.3% to a record $105.55 after reporting first-quarter revenue of $200.3 million, up 63.5% year-over-year, and a $2.2 billion launch backlog. The company signed 31 Electron and HASTE launch contracts and five Neutron launches, pushing its manifest above 70 missions. Rocket Lab also announced a $30 million hypersonic test contract with Anduril and a new partnership with Raytheon on missile defense.
AST SpaceMobile Stock Faces Big Monday Test After FCC Win and BlueBird 7 Setback

AST SpaceMobile Stock Faces Big Monday Test After FCC Win and BlueBird 7 Setback

AST SpaceMobile secured a U.S. license to deploy a 248-satellite direct-to-phone network but faces questions after a Blue Origin launch failure left its BlueBird 7 satellite in an unusable orbit. The company will report first-quarter results Monday, with analysts expecting a loss of 23 cents per share on $39.01 million revenue. The FCC requires half the satellites in orbit by August 2030.
11 May 2026
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Stock Market Today

  • Mold-Tek Packaging Shares Jump 19% as Analysts Slightly Downgrade EPS Forecasts
    May 13, 2026, 9:55 PM EDT. Mold-Tek Packaging Limited (NSE:MOLDTKPAC) saw its stock rise 19% to ₹664 after releasing full-year results showing revenue of ₹8.9 billion and statutory earnings per share (EPS) at ₹21.93. Nine analysts updated their 2027 forecasts, predicting revenue growth of 16% to ₹10.3 billion and a 25% rise in EPS to ₹27.38, slightly down from previous EPS estimates of ₹28.46. The consensus price target held steady at ₹796, despite a wide range of valuations from ₹663 to ₹1,148 per share. The company's forecasted revenue growth aligns closely with the industry average of 12% annually, reflecting moderate optimism about future performance yet some cautiousness among analysts.

Latest articles

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished

14 May 2026
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test

14 May 2026
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch

14 May 2026
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
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