Today: 26 May 2026
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Technology 24 May 2026 - 26 May 2026

Google Faces $450 Test as AI Rally Meets EU Risk

Google Faces $450 Test as AI Rally Meets EU Risk

Alphabet shares edged up 0.13% pre-market to $383.47 after closing at $382.97, as analysts raised price targets following strong Q1 results. Revenue rose 22% to $109.9 billion, with Google Cloud sales up 63% and EPS at $5.11. Investors await the U.S. open amid AI-driven optimism and concerns over a possible EU fine. Capital spending is projected at up to $190 billion this year.
26 May 2026
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CoreWeave Stock Drops as $99 Billion AI Backlog Runs Into Bigger Spending Bill

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave shares rose after GF Securities initiated coverage with a “Buy” rating, citing strong demand and major customer contracts. The Nvidia-backed AI cloud firm reported Q1 revenue of $2.08 billion and a $99.4 billion backlog. Rival Nebius posted Q1 revenue of $399 million, up 684% year-on-year, and raised its 2026 capital spending forecast to up to $25 billion.
26 May 2026
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AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

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

Super Micro Computer shares rose to $35.58 before the bell, outpacing Nebius and Alphabet in Zacks Investment Research’s latest AI infrastructure rankings. Zacks called Alphabet the safer long-term play due to its broader AI ecosystem and stronger finances. Super Micro reported Q3 net sales of $10.2 billion, more than double last year. Nebius posted $399 million in Q1 revenue but faces heavy capital demands as it expands.
26 May 2026
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Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

SanDisk AI rally has investors watching for what’s next

SanDisk shares traded at $1,478.69 before Tuesday’s U.S. open, down 4.1%, as investors questioned whether the company can sustain its AI-driven rally. The firm reported $5.95 billion in fiscal Q3 revenue, up 97% from the prior quarter, and expects up to $8.25 billion this quarter. SanDisk disclosed $41.6 billion in remaining performance obligations, mostly unbilled. CEO David Goeckeler cited a “fundamental inflection point.”
26 May 2026
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Navitas Shares Jump Again, Hot Streak Faces Dilution Risk With AI Bet

Navitas Shares Jump Again, Hot Streak Faces Dilution Risk With AI Bet

Navitas Semiconductor shares rose to around $32 in premarket trading Tuesday, up 9.4% from Friday’s $29.25 close. Two SEC filings from May 22 detailed the issuance of over 3.2 million merger earnout shares and the settlement of a SPAC-era sponsor share dispute. The company remains unprofitable and has increased its share count under prior agreements. First-quarter revenue reached $8.6 million, down from $14 million a year ago.
26 May 2026
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Nokia Oyj Near 52-Week High as New Filing Tied to AI Trade

Nokia Oyj Near 52-Week High as New Filing Tied to AI Trade

Nokia shares traded near a 52-week high in Helsinki after a filing showed senior manager Konstanty Owczarek bought about $500,000 in stock on May 22. Shares reached 13.47 euros before easing to 13.10 euros, up 0.23% by late morning. The purchase follows strong Q1 results and rising AI-related sales. Nasdaq data showed normal trading and a 0.12% gain for the Helsinki 25 index.
26 May 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

AMD Nears High as AI Boom Faces Another Test

AMD shares closed at $467.51 on Friday, up 3.99%, near a 52-week high ahead of the Memorial Day market closure. CEO Lisa Su said in Taipei that CPU demand is stronger than expected and supply should improve each quarter as AMD works with Taiwan partners. The company plans to spend over $10 billion in Taiwan’s AI sector and is ramping up Venice EPYC chip production on TSMC’s 2-nanometer process.
26 May 2026
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Australia stocks today: ASX drops as exchange operator’s 12% tech-cost shock rattles investors

Australia stocks today: ASX drops as exchange operator’s 12% tech-cost shock rattles investors

ASX Ltd shares plunged as much as 12.6% to A$51.40 on Tuesday after the exchange operator warned of sharply higher technology and regulatory costs. The S&P/ASX 200 index fell 0.4% to 8,657 points, with utilities, energy, and tech stocks leading declines. ASX now expects fiscal 2027 expenses to rise up to 21% and capital spending to hit A$200 million. April CPI data is due Wednesday.
26 May 2026
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Kraken Robotics Gains 9% on Covelya Deal Chatter

Kraken Robotics Gains 9% on Covelya Deal Chatter

Kraken Robotics shares rose 8.9% to C$7.94 on the TSX Venture Exchange by midday Monday, rebounding after a 4.95% drop Friday. Trading volume reached about 576,260 shares. No new company statement was released; investors await updates on Kraken’s pending C$615 million Covelya acquisition, expected to close in the second quarter. Canadian markets remained open while U.S. exchanges closed for Memorial Day.
25 May 2026
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Celestica Rallies After Hours While U.S. Markets Shut—AI Buzz Lifts CLS

Celestica Rallies After Hours While U.S. Markets Shut—AI Buzz Lifts CLS

Celestica shares rose 2.61% to C$521.27 in Toronto Monday as U.S. markets closed for Memorial Day, leaving TSX as the only active venue. The stock remained below its 52-week high. S&P/TSX Composite hit a record, led by materials, while tech stocks continued to draw attention. Celestica last reported Q1 revenue up 53% to $4.05 billion, driven by demand for AI data-center infrastructure.
25 May 2026
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Keel Infrastructure Stock Is Jumping — Now Comes the AI Lease Test

Keel Infrastructure Stock Is Jumping — Now Comes the AI Lease Test

Keel Infrastructure’s Toronto-listed shares rose 6.94% to CA$7.09 on Monday, while its Nasdaq line remained closed for Memorial Day after ending Friday at $4.81, up 3.66%. Investors are watching Keel’s pivot from bitcoin mining to leasing power-backed data centers for AI. First-quarter revenue fell 23% to $37 million, with a $128 million loss from continuing operations. Keel reported $533 million in liquidity.
25 May 2026
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Qualcomm Shares Surge 13% After Stellantis Deal Announced

Qualcomm gains after Stellantis AI deal while holiday rally sets up next week’s test

Qualcomm shares jumped 11.6% Friday to $238.16, capping an 18.2% weekly gain after Stellantis announced an expanded deal to use Qualcomm’s Snapdragon Digital Chassis in vehicles. Trading volume hit 30.38 million shares. U.S. markets will close Monday for Memorial Day. Qualcomm’s latest quarter showed handset revenue down 13%, but automotive revenue up 38% to $1.33 billion.
24 May 2026
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Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron shares closed Friday at $751.00, down 1.46% but up 3.6% for the week, ahead of a Memorial Day market closure. The company announced the start of 1-alpha DRAM production at its Manassas, Virginia, facility, part of a $2 billion expansion. Samsung workers in South Korea are voting on a pay deal that could affect memory supply. Micron reported strong quarterly results and raised its revenue outlook.
24 May 2026
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IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Heads Into Holiday Week With Russell 3000 Addition, Nvidia Tie-Up, $3 Billion Backing

IREN closed Friday at $56.83, down 2.1% for the day but up 7.3% from the previous week, after FTSE Russell’s preliminary list showed it as a planned addition to the Russell 3000 Index. Nasdaq will be closed Monday for Memorial Day, with trading resuming Tuesday. IREN’s week saw heavy trading and sharp swings following news of a $3.4 billion AI cloud contract with Nvidia.
24 May 2026
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Stock Market Today

  • Curaleaf Announces 1-for-3 Reverse Stock Split Ahead of U.S. Exchange Uplisting
    May 26, 2026, 9:15 AM EDT. Curaleaf, a global consumer cannabis provider, revealed a 1-for-3 reverse stock split effective around June 5, 2026. The move reduces the number of outstanding shares by consolidating every three shares into one. This stock structure adjustment aims to meet listing standards for uplisting to a major U.S. stock exchange. Reverse splits often help companies increase their share price to comply with exchange minimums. Curaleaf's preparation signals its intent to strengthen market presence and access broader investor bases through the uplisting process.

Latest articles

ServiceNow AI move puts pressure on Salesforce

ServiceNow Stock Draws Large Institutional Interest, Latest Filings Suggest Change

26 May 2026
Institutional investors including Glenview Trust, Coldstream Capital, and MMBG Investment Advisors sharply increased ServiceNow stakes in the fourth quarter, SEC filings show. ServiceNow shares last traded near $102, valuing the firm at about $106 billion. First-quarter revenue rose 22% to $3.77 billion. Analysts and investors are weighing the company’s AI prospects against sector caution.
Google Faces $450 Test as AI Rally Meets EU Risk

Google Faces $450 Test as AI Rally Meets EU Risk

26 May 2026
Alphabet shares edged up 0.13% pre-market to $383.47 after closing at $382.97, as analysts raised price targets following strong Q1 results. Revenue rose 22% to $109.9 billion, with Google Cloud sales up 63% and EPS at $5.11. Investors await the U.S. open amid AI-driven optimism and concerns over a possible EU fine. Capital spending is projected at up to $190 billion this year.
Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

Bloom Energy’s $2.6 Billion AI Deal Back on Wall Street’s Radar

26 May 2026
Daiwa Securities upgraded Bloom Energy to Outperform and raised its target to $324, citing shifts in orders and margins amid surging AI power demand. Bloom and Nebius Group signed a deal for up to 328 MW of fuel-cell capacity, with Nebius potentially paying $2.6 billion over 10 years. Bloom shares traded at $314 premarket after closing at $302.49 on May 22. First-quarter revenue rose 130% to $751.1 million.
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