Stock Market 5 May 2026

Cloudflare Stock Jumps Before Earnings as Forrester Edge Win Puts AI Bet on Trial

Cloudflare, Inc. shares advanced Tuesday, with the stock catching a lift after the internet infrastructure company announced it had been named a leader in edge development platforms by Forrester. That nod arrives just two days before Cloudflare’s next earnings report and appears to have encouraged fresh buying interest. Edge development platforms push code execution closer to users and data, which can trim latency for apps, websites, and AI services.

5 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:NET·Stock Market·Technology

Fastly Stock Surges Before Earnings as AI Cloud Rally Raises the Stakes

Fastly Inc. shares surged late Tuesday morning, continuing a strong 2026 run just ahead of the edge-cloud company’s first-quarter earnings report. As of 1:00 p.m. Eastern, the stock was up 15.17% at $31.66, according to MarketBeat.

5 May 2026

Artificial Intelligence·Cloud Computing·NYSE:FSLY·Stock Market·Technology

Lam Research Stock Hits Fresh High as AI Chip Demand Meets China Risk

Lam Research Corp surged more than 7% on Tuesday, pushing to a new record as buyers piled into chip-equipment names linked to the artificial intelligence wave and rising appetite for memory. Shares last changed hands at $277.71, up $19.14, following an earlier run to $279.93.

5 May 2026

NASDAQ:LRCX·Stock Market·Technology

Dow Jones Today: Why the Dow Is Rising as Oil Falls and Earnings Take Over

Stocks rebounded Tuesday, with the Dow Jones Industrial Average clawing back some ground lost in Monday’s slide. The Dow added 265.17 points, or 0.54%, pushing it to 49,207.07, according to Reuters market data. The S&P 500 advanced 0.80%, and the Nasdaq Composite notched a 0.93% gain. Brent crude slumped 3.47% to $110.47, easing pressure from earlier oil spikes.

5 May 2026

Earnings Reports·NYSE:CAT·NYSE:DD·NYSE:MMM·Oil Prices·Stock Market

US Stock Market Today: Nasdaq Hits Record as Oil Retreats and Earnings Lift Wall Street

Tech names did the heavy lifting Tuesday, driving the U.S. stock market higher. Crude oil prices cooled off after Monday’s jump, prompting a swing back into growth stocks. According to LSEG data cited by Reuters, the S&P 500 added 0.83% to 7,260.23, the Nasdaq Composite climbed 1.00% to 25,317.95, and the Dow advanced 0.56% to 49,215.64. Brent crude, meanwhile, slipped 3.31% to $110.65.

5 May 2026

Earnings Reports·Nasdaq·NASDAQ:LPLA·NYSE:SPGI·NYSE:WFC·Oil Prices·Stock Market

Lumentum Stock Is Up 1,400%: Wall Street Just Raised the AI Bet Before Earnings

Shares of Lumentum Holdings jumped close to a new intraday high Tuesday, with analysts on Wall Street hiking their targets for the optical-networking supplier. Expectations are running high, even with the stock already factoring in a robust AI infrastructure cycle. Lumentum was last changing hands at $1,016.01, up roughly 4%, after peaking at $1,017.50.

5 May 2026

Earnings Reports·NASDAQ:LITE·Stock Market

POET Technologies Stock Jumps 30% as Marvell Order Fallout Becomes a Legal Test

Shares of POET Technologies Inc. surged roughly 30% by late morning on the Nasdaq Tuesday, as the Canadian photonics firm drew attention again. Fresh shareholder alerts continued to push a securities lawsuit tied to its Marvell order disclosures, but that didn’t stop the rally. At 11:56 a.m. EDT, the stock was changing hands at $9.25, well above its $7.19 open and on volume topping 60 million shares.

5 May 2026

NASDAQ:MRVL·NASDAQ:POET·Stock Market·Technology

DigitalOcean Stock Jumps 36% After AI Cloud Growth Sends 2026 Guidance Higher

Shares of DigitalOcean Holdings Inc. surged roughly 36% Tuesday, as the cloud infrastructure provider lifted its revenue forecasts for 2026 and 2027. The company cited a bump in AI workload demand and growth in major customer deals. The stock was last seen at $147.97, up $39.16 from Monday’s close.

5 May 2026

Artificial Intelligence·Cloud Computing·NASDAQ:DOCN·Stock Market·Technology

Digi Power X Stock Jumps as $1.1 Billion Cerebras Deal Puts Alabama AI Campus in Play

Digi Power X Inc., based in Miami, has inked a 10-year deal with Cerebras Systems worth roughly $1.1 billion to colocate a custom-built, 40-megawatt AI data center campus in Columbiana, Alabama, the company announced Tuesday. If renewal options are exercised, the contract could reach $2.5 billion in total value.

5 May 2026

Artificial Intelligence·NASDAQ:DGXX·Stock Market

Sandisk Stock Keeps Surging on the AI Storage Boom — But the Earnings Call Flashed a Warning

Sandisk shares surged again early Tuesday, recently changing hands at $1,372.33, up roughly 9.3%. The stock earlier spiked to an intraday high of $1,397.08. Investors are still eyeing the company after its profit recovery and a forecast that blew past Wall Street’s expectations just days before.

5 May 2026

Artificial Intelligence·Earnings Reports·NYSE:WDC·Stock Market·Technology

Nasdaq Rally Gets Its AI Spark Back as Intel, Micron, Alphabet and SanDisk Jump

U.S. equities bounced higher Tuesday, with tech stocks propelling the Nasdaq out front after a pullback in oil prices lured buyers back to chipmakers and the big names in tech. As of 10:01 a.m. ET, the Dow Jones Industrial Average was up 0.51%, the S&P 500 had gained 0.67%, and the Nasdaq Composite posted a 0.83% advance. Intel was in focus, rising after Bloomberg News said Apple had held preliminary talks with both Intel and Samsung about main processor manufacturing, according to Reuters.

5 May 2026

Artificial Intelligence·Nasdaq·Stock Market

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

Artificial Intelligence·NASDAQ:MBLY·NASDAQ:MSFT·NASDAQ:NFLX·NYSE:PHM·Stock Market·Technology

SMH ETF Nears Record As AI Chip Boom Raises One Big Valuation Question

VanEck Semiconductor ETF was hovering close to all-time highs on Tuesday, fueled by ongoing strength in artificial intelligence chipmakers. That surge sent the sector-heavy fund well beyond the S&P 500’s pace. SMH traded at $520.28 late in the morning, marking a $13.49 jump from Monday’s finish and just shy of its $522.38 intraday peak. By comparison, SPY, tracking the S&P 500, edged up $4.71.

5 May 2026

Artificial Intelligence·ETFs·Stock Market

Take-Two’s GTA 6 Bet Is Getting Bigger as Wall Street Tests the $80 Question

Take-Two Interactive Software dropped roughly 1% in early trading Tuesday, cooling off from a rally that followed new Wall Street chatter around the possibility of Grand Theft Auto VI launching at an $80 price point. CEO Strauss Zelnick called anticipation for the next Rockstar Games release both “exciting. And terrifying.”

5 May 2026

NASDAQ:TTWO·Stock Market

Xanadu Quantum Technologies Limited Stock Faces a 294 Million-Share Test as EV Group Deal Lands

Xanadu Quantum Technologies Limited on Tuesday announced it's teaming up with EV Group to work on wafer-bonding and chip integration for its photonic quantum computers—a move that lands just as the newly listed company's shares have taken a hit. These quantum machines rely on photons, or light particles, for information processing.

5 May 2026

NASDAQ:XND·Quantum Computing·Stock Market

SoundHound AI (SOUN) Stock Slides as OASYS Launch Puts Q1 Earnings in Focus

Two days ahead of its quarterly earnings, SoundHound AI rolled out OASYS, a self-learning platform aimed at building and running AI agents. The news wasn't enough to keep shares afloat, with the stock sliding about 4.3% to $9.06 early Tuesday. That move put the voice AI firm's market capitalization near $3.73 billion.

5 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:SOUN·Stock Market

FedEx Stock Faces a New Amazon Threat as Logistics Fight Hits Shares

FedEx Corp. shares held their ground on Tuesday morning, as Amazon.com rolled out access to its supply-chain network for external businesses. The initiative ramps up Amazon’s competition with both FedEx and United Parcel Service across freight, fulfillment, and parcel shipping.

5 May 2026

Amazon·NASDAQ:AMZN·NYSE:FDX·Stock Market

Figma Stock Faces a Crucial AI Test as Earnings Loom

Figma Inc. traded just above $20 early Tuesday, with the design-software stock squarely in focus as investors eye whether its AI initiatives can reignite momentum after a bruising slide from post-IPO highs. StockAnalysis pegged Figma’s last close at $19.96, noted Tuesday’s opening at $19.80, and put the 52-week range between $16.60 and $142.92.

5 May 2026

Artificial Intelligence·Stock Market·Technology

Pinterest Stock Jumps After AI Ad Tools Lift Revenue Forecast Above Wall Street

Pinterest Inc projected second-quarter revenue that beat Wall Street’s expectations, lifting shares in after-hours trading and putting the spotlight back on its ability to translate rapid user gains into consistent ad dollars. The guidance followed a first quarter where the company pulled in over $1 billion in revenue and hit a new high with 631 million monthly active users worldwide.

5 May 2026

Artificial Intelligence·NASDAQ:PINS·Stock Market·Technology

Duolingo Stock Drop Shows Why Investors Are Questioning Its AI Learning Bet

Duolingo shares tumbled more than 12% in premarket trading Tuesday. The language app beat first-quarter estimates, yet its full-year bookings and margin guidance missed the mark. That was enough to rattle investors, especially with ongoing questions swirling around Duolingo’s AI spending and user growth.

5 May 2026

Artificial Intelligence·NASDAQ:DUOL·Stock Market·Technology