Today: 27 May 2026
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Technology 26 May 2026 - 27 May 2026

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

The S&P 500 and Nasdaq closed at record highs Tuesday, with the S&P up 0.61% and the Nasdaq rising 1.19%, while the Dow slipped 0.23%. Micron briefly topped $1 trillion in value after UBS raised its price target. Qualcomm surged nearly 5% on a reported chip deal with ByteDance. Zscaler fell 15% after hours on weak revenue guidance.
27 May 2026
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Intel draws $150 target in AI drive, Wall Street says

Intel Stock Jumps Again — The Comeback Trade Wall Street Can’t Ignore

Intel shares rose 3.1% to $123.52 Tuesday, with over 107 million shares traded, as investors bet on AI chip demand and U.S.-backed semiconductor production. The move followed a Memorial Day market closure and came amid record closes for the S&P 500 and Nasdaq. AMD gained 7.8%, Nvidia slipped 0.3%. Reuters reported the U.S. government’s stake in Intel has grown to over $50 billion.
27 May 2026
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TeraWulf Jumps on Kentucky AI Site Deal, Power Race Back in View

TeraWulf Jumps on Kentucky AI Site Deal, Power Race Back in View

TeraWulf Inc. shares surged 10% to $25.18 Tuesday after announcing plans for a 1-gigawatt data center campus in Eastern Kentucky, pushing its valuation near $10.7 billion. The company closed the land deal May 22 and aims to bring 500 megawatts online in 2028, with another 500 megawatts by 2030. TeraWulf posted a $427.7 million Q1 net loss despite $34 million in revenue. Crypto miners moving into AI also lifted Hut 8, IREN, and Cipher Mining.
26 May 2026
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Zscaler Drops Even After Earnings Beat, Guidance Disappoints

Zscaler Drops Even After Earnings Beat, Guidance Disappoints

Zscaler shares fell over 13% after hours Tuesday to about $156 following a fourth-quarter revenue forecast of $876.5 million, just below Wall Street’s $879 million target. Fiscal third-quarter revenue rose 25% to $850.5 million, beating estimates, while GAAP net loss widened to $13.9 million. The company cut its free-cash-flow margin outlook, citing higher capital spending. Bookings for its AI Protect offering topped $100 million in the past year.
26 May 2026
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U.S. Stocks Hit Records This Week — Why the S&P 500 and Nasdaq Rally Survived the Oil Shock

Micron’s $1 Trillion AI Story Lifts S&P 500 to Record Close

The S&P 500 closed at a record 7,519.47, up 0.62%, while the Nasdaq rose 1.18% to 26,655.89; the Dow slipped 0.21%. Micron Technology surged 19.3% to $896.84 after UBS raised its price target, lifting its market value above $1 trillion. Chip stocks rallied on AI demand. Brent crude settled at $99.58 a barrel, up 3.58%, as inflation and geopolitical risks persisted.
26 May 2026
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Momentus Shares Soar After $200 Million Filing

Momentus Shares Soar After $200 Million Filing

Momentus Inc. surged 96.6% to $14.51 late Tuesday after filing to register up to $200 million in securities for possible sale. Trading volume hit 74.5 million shares, nearly doubling the stock. Director Chris Hadfield bought 2,000 shares at $7.19 each on May 21. The company’s Vigoride 8 vehicle passed a key NASA-backed design review for a 2027 mission.
26 May 2026
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Keel Infrastructure Shares Rise, AI Power Supply Shift Draws Focus

Keel Infrastructure Shares Rise, AI Power Supply Shift Draws Focus

Keel Infrastructure shares rose 4.7% to $5.035 Tuesday afternoon, bringing year-to-date gains to over 115%. The move followed renewed investor interest in former bitcoin-mining firms now pivoting to AI and high-performance computing infrastructure. Keel says it holds $533 million in liquidity and aims to secure leases at sites in Pennsylvania, Washington, and Quebec by 2026.
26 May 2026
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UiPath Shares Edge Up as Investors Wait for Earnings Test Thursday

UiPath Shares Edge Up as Investors Wait for Earnings Test Thursday

UiPath shares rose 2.7% to $11.22 in midday New York trading Tuesday, ahead of its fiscal first-quarter earnings report due after markets close May 28. Volume reached nearly 31.9 million shares. The company last projected quarterly revenue of $395 million to $400 million and annualized recurring revenue up to $1.899 billion. Investors are watching for signs that its AI automation strategy can drive growth amid rising competition.
26 May 2026
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BlackBerry Rallies 19%; Quiet Holiday Week Could Test QNX Momentum

BlackBerry Shares Jump as Stock Clears $8

BlackBerry shares rose 6.1% to $8.39 in U.S. trading Tuesday, with volume near 39.7 million after markets reopened from Memorial Day. The move follows a FedRAMP Class D High re-certification for its AtHoc platform and renewed share buyback plans. CIBC raised its price target to $8.50, while S&P Global maintained a Hold rating. QNX unit revenue hit a record $78.7 million last quarter.
26 May 2026
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ASML draws fresh attention from Wall Street in AI push

ASML draws fresh attention from Wall Street in AI push

Coatue Management disclosed a $655.4 million stake in ASML, while UBS raised its price target to €1,900. ASML reported Q1 net sales of €8.8 billion and expects 2026 sales between €36 billion and €40 billion. CEO Christophe Fouquet said chip demand, driven by AI, is outpacing supply. ASML’s U.S. shares closed nearly flat at $1,629.27, with a market cap near $641 billion.
26 May 2026
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Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell faces AI earnings test after record run

Dell shares rose 3.4% to $305.21 Tuesday, extending Friday’s record close as investors await Thursday’s earnings report. Options pricing signals a possible 10% swing after results, with Wall Street focused on AI server demand and margins. Visible Alpha expects quarterly revenue of $36.18 billion and adjusted earnings of $2.97 per share. Dell’s stock has more than doubled this year on AI infrastructure demand.
26 May 2026
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Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Faces New Pressure as Big Funds Divide on AI Trade

New Age Alpha Advisors increased its Vertiv stake by 466% in Q4, while Intermede and Nixon Peabody Trust Co. cut holdings, recent 13F filings show. Vertiv raised its 2026 outlook after Q1 net sales rose 30% to $2.65 billion, driven by AI data center demand. Shares traded at $327.46 in early New York action, with a market cap near $128.4 billion. The stock remains priced at over 82 times earnings.
26 May 2026
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Uber eyed as possible Delivery Hero buyer, DoorDash rivalry in view

Uber runs into price ceiling on $11.6B Delivery Hero move

Delivery Hero shares traded at €37.91 in Frankfurt Tuesday, above Uber’s €33-a-share bid, as investors anticipated a higher offer. Uber recently doubled its stake to 19.5% and confirmed an indicative proposal, while some shareholders rejected €38 a share. DoorDash has also shown interest in Delivery Hero’s Middle East assets. Delivery Hero is reviewing options, including asset sales or a full sale.
26 May 2026
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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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Stock Market Today

  • Columbia Disciplined Growth Fund Q1 2026 Review
    May 26, 2026, 9:17 PM EDT. The Columbia Disciplined Growth Fund underperformed its benchmark in the first quarter of 2026, as investors rotated away from mega-cap growth stocks. This shift impacted the fund's returns, reflecting broader market trends that favored other sectors and investment styles during the period.

Latest articles

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

27 May 2026
The S&P 500 and Nasdaq closed at record highs Tuesday, with the S&P up 0.61% and the Nasdaq rising 1.19%, while the Dow slipped 0.23%. Micron briefly topped $1 trillion in value after UBS raised its price target. Qualcomm surged nearly 5% on a reported chip deal with ByteDance. Zscaler fell 15% after hours on weak revenue guidance.
Marvell Rises Ahead of Results as AI Hype Moves Shares

Marvell Rises Ahead of Results as AI Hype Moves Shares

27 May 2026
Marvell Technology shares jumped 6.08% to $208.26 on Tuesday before its fiscal Q1 2027 earnings release set for May 27. HSBC, Susquehanna, and Citi all raised their price targets, citing strong demand for Marvell’s AI-related chips and data-center products. Marvell reported $6.10 billion in data-center revenue for fiscal 2026, up from 40% to 74% of total revenue in two years. CEO Matt Murphy will keynote at COMPUTEX next week.
AMD Tops $500, Next Test for AI Chips Trade

AMD Tops $500, Next Test for AI Chips Trade

27 May 2026
AMD shares jumped 7.78% to $503.89 Tuesday, hitting a new 52-week high, as AI infrastructure demand drove a rally in chip stocks. The S&P 500, Nasdaq, and Philadelphia Semiconductor Index all closed at records after the holiday. AMD reported Q1 revenue of $10.3 billion, up 38% year-over-year, with data centers now its main growth driver. Investors remain cautious as AMD’s price-to-earnings ratio reached 155.8.
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