Stock Market 26 May 2026

Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Arm Holdings shares edged lower Tuesday morning in New York after a quick AI rally that sent the chip stock close to record highs and past Bernstein's $300 target. The U.S.-listed stock lost 1.3% to $302.44 after an open at $317.52 and a high of $323.89.

26 May 2026

NASDAQ:ARM·NVIDIA·Semiconductors·Stock Market

Dell faces AI earnings test after record run

Dell Technologies shares kept moving higher early Tuesday, up 3.4% at $305.21. Investors are looking for its fiscal first-quarter report to show how strong the AI server demand still is and how much it can keep pushing the stock.

26 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:NTAP·NYSE:DELL·NYSE:HPE·NYSE:HPQ·Stock Market·Technology

QQQ Climbs with Nvidia’s AI Rally, Iran Deal in Focus

Invesco QQQ Trust moved higher in early trading Tuesday in New York, with investors picking up the Nasdaq-100 ETF as AI-related demand returned and there were some hopes for progress on a U.S.-Iran agreement. QQQ was last seen at $727.04, up roughly 1.3%. Nvidia added around 0.8%.

26 May 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:AMZN·NASDAQ:GOOGL·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market·Technology

Vertiv Faces New Pressure as Big Funds Divide on AI Trade

Vertiv Holdings is back on institutional radars this week as new filings revealed New Age Alpha Advisors increased its stake. Two other money managers cut their holdings in the data-center equipment maker, which has seen shares move with the AI infrastructure trade.

26 May 2026

Artificial Intelligence·NYSE:VRT·Stock Market·Technology

Apple’s New $380 AI Call Has Wall Street Asking One Bigger Question

Bank of America raised its price target on Apple to $380 from $330 on Tuesday, a fresh bullish call that put the iPhone maker in the spotlight before the opening bell as investors weighed its artificial-intelligence push and renewed talk of a possible stock split. Apple shares were indicated higher in early trading.

26 May 2026

Apple·Artificial Intelligence·NASDAQ:AAPL·Stock Market·Technology

Applied Digital lands $7.5B AI lease, shifting stock narrative

Applied Digital landed a 15-year lease at its Polaris Forge 3 campus, making the Dallas data-center developer the latest focus in Wall Street’s AI infrastructure bets. The deal brings in $7.5 billion in base-term contracted revenue, pushing its total baseline contracted revenue up to $31 billion.

26 May 2026

Artificial Intelligence·NASDAQ:APLD·Stock Market

SoFi slides 45%, with one key metric in focus

SoFi Technologies is back in focus as its shares barely moved premarket at $15.62 after a record Q1, with fresh market debate over whether the digital lender has found a bottom. The Motley Fool called out a 45% drop for the stock this year, while Seeking Alpha put the fall at 50% in a post on May 23.

26 May 2026

NASDAQ:SOFI·Stock Market

ServiceNow Stock Draws Large Institutional Interest, Latest Filings Suggest Change

Institutional buyers stepped up in ServiceNow, with MarketBeat alerts on Monday and Tuesday noting big fourth-quarter stake hikes from Coldstream Capital Management, Glenview Trust, and MMBG Investment Advisors. Shares last traded around $102, valuing the workflow software firm at about $106 billion, according to latest market figures.

26 May 2026

NYSE:NOW·Stock Market

Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing

Meta Platforms’ AI business could add over $26 billion in revenue by 2027, according to a Wolfe Research note. The report is adding new focus on when investors will see returns on heavy spending, not just from ad sales or product launches.

26 May 2026

Artificial Intelligence·NASDAQ:META·Stock Market

Fresh $80 Wall Street Target Lands on Oklo, But the Catch Remains

Oklo shares moved higher ahead of the open Tuesday after Bank of America started coverage with a Buy and set an $80 target. The advanced nuclear company has been one of the wilder stocks in the AI power space. Oklo traded at $65.88, up 1.2%, according to Investing.com. Stocktwits tracked a 150% increase in retail message volume over the last 24 hours.

26 May 2026

Energy Sector·Stock Market

AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

Super Micro Computer has become the contested stock in the AI infrastructure trade, with fresh Zacks Investment Research notes putting it ahead of Nebius Group for near-term appeal while saying Alphabet offers the safer way to own the same theme. A separate Zacks note said Teradyne may offer more upside than Cisco as chip-testing demand tied to AI accelerators lifts results.

26 May 2026

NASDAQ:CSCO·NASDAQ:GOOGL·NASDAQ:SMCI·NASDAQ:TER·Stock Market·Technology

Taiwan Market Rises Ahead of India as TSMC Gains

Taiwan passed India in stock-market size, with most of the move coming from gains in Taiwan Semiconductor Manufacturing Co. The chipmaker’s strength in AI chips has helped push Taiwan into the group of top equity-market winners from the AI trade. The total value of listed Taiwan shares was $4.95 trillion as of May 25, ahead of India’s $4.92 trillion, Bloomberg data shows. Taiwan is now fifth in the world, trailing the U.S., China, Japan, and Hong Kong.

26 May 2026

NYSE:TSM·Stock Market

SanDisk AI rally has investors watching for what’s next

SanDisk’s AI rally is under new pressure as investor talk brings the stock’s valuation into focus again. Wall Street is now weighing if the memory-chip maker, already up sharply this year, can meet the most bullish price calls. Bernstein’s best-case scenario sees the stock going to $3,000—if NAND chip prices and profits keep climbing. NAND flash is the chip in solid-state drives, or SSDs.

26 May 2026

Artificial Intelligence·NASDAQ:WDC·Stock Market·Technology

IonQ quantum run up ahead of Tuesday as Washington puts $2 billion in play

IonQ is trading up in premarket Tuesday after the long U.S. holiday break. Shares stood at $65.43 on Public.com at 6:00 a.m. ET, 2.8% higher than the last closing price. Traders are still chasing quantum names following Washington's new push for federal investment in the sector.

26 May 2026

NASDAQ:IONQ·Quantum Computing·Stock Market

NIO Heads Into Post-Holiday Trading With Eyes on ES9 Launch, Profit Targets

Nio Inc’s U.S.-listed shares are looking shaky before Tuesday’s reopening after the long weekend. The ADR, which represents the company’s foreign shares in the U.S., last traded at $5.20. The stock slid 7.1% on Friday, while most of the U.S. market gained.

26 May 2026

Electric Vehicles·NYSE:NIO·Stock Market

US Stock Futures Climb After Holiday, Wall Street Eyes AI Chips and Iran Talks

U.S. stock futures traded higher Tuesday as markets reopened after Memorial Day, with chip stocks up and investors watching talks aimed at calming the Middle East conflict that has fueled oil prices and inflation concerns.

26 May 2026

NASDAQ:INTC·NASDAQ:MRVL·NASDAQ:MU·Stock Market

D-Wave Heads Into $100 Million U.S. Challenge as Quantum Peer Stocks Jump

D-Wave Quantum Inc. shares edged lower before the bell Tuesday. The move follows a strong rally after the latest funding round, which saw the stock jump about 44.5% last week. The shares, traded in New York, were at $29.28 as of 5:56 a.m. EDT, off 0.4%. They closed Friday at $29.40, up 14.2% that day.

26 May 2026

Innovation·NYSE:DWQ·Quantum Computing·Stock Market

Rigetti Stock’s $100 Million Quantum Deal Has One Big Catch Traders Can’t Ignore

Rigetti Computing shares were indicated slightly lower in early premarket trading on Tuesday, the first regular-session setup after a two-day surge of more than 50% in the Nasdaq-listed quantum computing company. RGTI was quoted at $26.36 at 5:31 a.m. EDT, down 0.23%, after closing Friday at $26.42, up 19.87%; it had climbed 30.57% the previous session.

26 May 2026

NASDAQ:RGTI·Quantum Computing·Stock Market

American Airlines Shares Trade Premarket; Investors Eye Fuel Shock

American Airlines Group Inc. shares traded higher in premarket action Tuesday. Airline stocks steadied after the Memorial Day break, with investors eyeing oil’s latest move and holding onto hopes for travel demand.

26 May 2026

Airlines·NASDAQ:AAL·Stock Market

Centrica Shares Trade Lower Ahead of Ofgem Announcement

Centrica slipped in London trading on Tuesday, trailing the FTSE 100, with investors eyeing a coming UK household energy price announcement and a new British Gas tariff. Shares were off around 0.4% at 199.55 pence by 10:20 BST after starting the session at 200.70 pence. The FTSE 100 was up roughly 0.6% according to delayed market data.

26 May 2026

Energy Sector·LSE:CNA·Stock Market

Stock Market 26 May 2026

Arm’s 46% AI Jump Is at a Crossroads After Nvidia Surge

Dell faces AI earnings test after record run

QQQ Climbs with Nvidia’s AI Rally, Iran Deal in Focus

Vertiv Faces New Pressure as Big Funds Divide on AI Trade

Apple’s New $380 AI Call Has Wall Street Asking One Bigger Question

Applied Digital lands $7.5B AI lease, shifting stock narrative

SoFi slides 45%, with one key metric in focus

ServiceNow Stock Draws Large Institutional Interest, Latest Filings Suggest Change

Meta’s $145 Billion AI Spending Triggers Wall Street Calls on Payoff Timing

Fresh $80 Wall Street Target Lands on Oklo, But the Catch Remains

AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

Taiwan Market Rises Ahead of India as TSMC Gains

SanDisk AI rally has investors watching for what’s next

IonQ quantum run up ahead of Tuesday as Washington puts $2 billion in play

NIO Heads Into Post-Holiday Trading With Eyes on ES9 Launch, Profit Targets

US Stock Futures Climb After Holiday, Wall Street Eyes AI Chips and Iran Talks

D-Wave Heads Into $100 Million U.S. Challenge as Quantum Peer Stocks Jump

Rigetti Stock’s $100 Million Quantum Deal Has One Big Catch Traders Can’t Ignore

American Airlines Shares Trade Premarket; Investors Eye Fuel Shock

Centrica Shares Trade Lower Ahead of Ofgem Announcement

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AT&T (NYSE:T) shares fall as new fee stands to generate close to $900 million a year

Coherent (NYSE:COHR) surges after U.S. eyes China optics ban, market value increases by $7 billion

Opendoor (NASDAQ:OPEN) shares climb ahead of Q2 results, inventory recovery approaches margin challenge

Super Micro (NASDAQ:SMCI) Shares Gain After Early Margin Calculations Signal 73% Gross-Profit Rise

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