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Stock Market 3 May 2026

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s focus on “physical AI”—that is, artificial intelligence powering robots, vehicles, and factory systems operating in the real world—has been pulling more attention to the chipmaker, especially as Asian suppliers take on a larger role in its supply chain. Bloomberg data put Asian firms at roughly 90% of Nvidia’s production costs now, a jump from about 65% a year ago.
Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Inc. revealed a striking jump in its latest quarter, with revenue for the first three months almost doubling as demand swelled for its chip-testing gear—key systems used for data center compute chips. The company’s Form 10-Q, posted Friday, delivers the most up-to-date details for investors tracking whether the AI-driven surge in test equipment sales has more room to run.
U.S. Stock Market Week Ahead: Jobs Report, Fed Split and Earnings Could Test Wall Street’s Record Run

U.S. Stock Market Week Ahead: Jobs Report, Fed Split and Earnings Could Test Wall Street’s Record Run

Wall Street heads into the week of May 4 with both the S&P 500 and Nasdaq sitting at fresh record closes, leaving Friday’s April payrolls report and a fresh batch of earnings set to challenge a rally driven by tech outperformance. On Friday, the S&P 500 and Nasdaq closed higher, but the Dow edged down after a flood of earnings reports helped investors set aside concerns about oil prices, at least for now.
Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Shareholders at Constellation Energy signed off on all 11 board nominees and approved executive compensation, while overwhelmingly turning down a call for a report detailing the company’s rationale behind its diversity, equity and inclusion efforts, according to a Friday filing. The outcome hands management a solid governance win ahead of next week’s first-quarter earnings update.
Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors AB is staring down a tight week: shareholders must respond to a notice by May 5, ahead of a May 11 vote on the chipmaker’s planned 125 million Swedish crown directed share issue at an extraordinary meeting. The Kista-based company has also delayed its 2025 annual report, shifting attention to its U.S. audit work and a potential Nasdaq New York dual listing.
Cameco Corporation Earnings Countdown: The Uranium Stock Test Investors Are Watching

Cameco Corporation Earnings Countdown: The Uranium Stock Test Investors Are Watching

Cameco Corp. is set to deliver its first-quarter numbers before Tuesday’s bell, following a drop in its shares across both primary exchanges. Investors are watching for clarity on demand, deliveries, and Westinghouse as they await the report. The uranium producer has lined up its results for May 5, with senior management taking questions on a call at 8 a.m. Eastern.
Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Stock Jumps After $40 Million Defense MRAM Deal — Why Investors Are Watching Now

Everspin Technologies shot higher in the latest U.S. session. The Chandler, Arizona memory-chip company notched stronger first-quarter product sales and announced a $40 million MRAM deal tied to defense—a contract that could boost revenue over the coming 30 months. Shares changed hands at $21.49, a gain of $3.19 from the previous close, with volume reaching roughly 4.7 million shares. Market cap sat near $497 million.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 03.05.2026

LIVEMarkets rolling coverageStarted: May 3, 2026, 12:00 AM EDTUpdated: May 3, 2026, 11:59 PM EDT Stock Market Update May 4, 2026: Gift Nifty Signals Gap-Up; Key Q4 Results and Election Outcomes in Focus May 3, 2026, 11:59 PM EDT. The Indian stock market fell sharply on May 3, with Nifty 50 dropping 180 points to close at 23,997 amid broad sector sell-offs led by metals, realty, and FMCG. However, the Gift Nifty futures index signaled a gap-up start for May 4, trading roughly 120 points higher early in the session. This positive momentum aligns with improving sentiment in Asian markets.
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