Technology Trends 3 May 2026

Oracle’s Big Data Center Push in Focus After Latest Moves

Oracle shares climbed 6.2% on Thursday, hitting $204.16 before pulling back. Investors are looking at upbeat commentary around the company’s earnings prospects, even as Oracle’s AI data-center costs remain high. Shares were last at $202.78, putting Oracle’s market value near $590.7 billion.

28 May 2026

Cloud Computing·Data Centers·NYSE:ORCL·Technology Trends

Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital shares were near $45 on Wednesday after the company signed a 15-year lease for its Polaris Forge 3 AI data center campus. The deal takes Applied past 1 gigawatt of contracted capacity and ramps up its focus on AI infrastructure with heavy power needs. The stock last traded at $45.25, up 0.24%. Intraday volume approached 10 million shares.

27 May 2026

Artificial Intelligence·Digital Transformation·Industry Analysis·NASDAQ:APLD·Technology Trends

Palantir Technologies Stock Just Got an AI Forecast Boost. Why Investors Still Paused

Palantir’s AI run faces sticking point on Wall Street

Palantir Technologies shares ticked up on Tuesday, but a series of new investor comments pulled attention to the company’s valuation again. That comes after Palantir’s drop so far this year, which has been notable even in a rough year for software stocks.

26 May 2026

Artificial Intelligence·NYSE:PLTR·Stock Market·Technology Trends

Rocket Lab Stock Hits Record as RKLB’s Neutron Bet Gets Its Toughest Test

Rocket Lab reopens after $90 million NASA deal, traders eye $3 billion debate

Rocket Lab Corporation is set to trade Tuesday after bouncing Friday. Investors are looking at a fresh U.S. Space Force contract and a smooth Electron launch, but the company’s big stock-sale plan may weigh on current shareholders.

26 May 2026

NASDAQ:RKLB·Space Industry·Stock Market·Technology Trends

AI Stocks Rally, Deere Misses Out

AI stocks were out front on Thursday as Wall Street picked up names beyond Nvidia. Arm, Rigetti Computing, IBM, Bloom Energy and Spotify all rallied as investors looked for new bets in chips, quantum computing, power and AI-focused products.

21 May 2026

Artificial Intelligence·NASDAQ:ARM·NASDAQ:NVDA·NYSE:BE·NYSE:IBM·NYSE:SPOT·Stock Market·Technology Trends

GlobalFoundries shares jump after U.S. quantum funding news

GlobalFoundries surged 12.7% to $79.75 early Thursday, with more than 3.4 million shares changing hands as investors bought in after new U.S. moves on quantum-chip manufacturing. The stock, listed on the Nasdaq, started at $77.99 and went as high as $82.44, market data showed.

21 May 2026

NASDAQ:GFS·Quantum Computing·Semiconductors·Stock Market·Technology Trends

Entergy’s AI stock boost draws Wall Street’s attention—with a twist

Entergy Corp is one of the utility names getting a lift from AI-fueled demand for power. The stock has climbed 33.3% over the last 52 weeks, beating the S&P 500 and the Utilities Select Sector SPDR ETF. A market note out this week described the New Orleans-based company as a straight bet on data centers, more industrial load, and higher grid spending.

20 May 2026

Artificial Intelligence·Energy Sector·NYSE:ENT·Stock Market·Technology Trends

Standard Chartered’s Push Into AI May Cut 7,000 Jobs as Bank Looks for 18% Returns

Standard Chartered plans to cut over 7,000 jobs by 2030 as it chases a roughly 18% return on tangible equity, with job cuts and artificial intelligence set to drive the next phase for the London lender. Return on tangible equity measures profit against shareholder capital minus intangible assets.

19 May 2026

Artificial Intelligence·LSE:STAN·Technology Trends

Tesla Slides Again as Robotaxi Faces Latest Challenge

Tesla Inc. shares fell 3.8% to $406.11 Monday afternoon, reversing some of last week’s gains as tech stocks sold off. Tesla, one of the busiest names in AI and autonomy trades, opened at $419.15, then slid to a low of $405.90. About 39.8 million shares changed hands.

18 May 2026

Autonomous Vehicles·NASDAQ:TSLA·Stock Market·Technology Trends

Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

World Investment Advisors picked up a new stake in Bloom Energy, adding to the list of firms buying into the San Jose fuel-cell maker as money flows into power names tied to AI data centers. The firm purchased 12,795 shares worth roughly $1.1 million in the fourth quarter, according to a filing summary.

18 May 2026

Artificial Intelligence·Renewable Energy·Stock Market·Technology Trends

Riot Platforms’ AI spending puts pressure on Bitcoin investors

Riot Platforms is trying to shift from bitcoin mining to being an AI data-center landlord, but now it has to show that its power deals, land, and nuclear project can actually bring in tenants. Shares most recently traded at $23.49 ahead of the Nasdaq open, putting the company’s market cap near $8.2 billion.

18 May 2026

Artificial Intelligence·Bitcoin·Cryptocurrency·NASDAQ:RIOT·Technology Trends

TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

Taiwan Semiconductor Manufacturing Co Ltd bumped up its long-term forecast for the chip sector on Thursday, projecting the global semiconductor market will top $1.5 trillion by 2030. That’s a sharp increase from TSMC’s earlier $1 trillion estimate, with the company pointing to surging artificial intelligence demand spurring quicker expansion of advanced manufacturing.

14 May 2026

Artificial Intelligence·NYSE:TSM·Semiconductors·Technology Trends

Broadcom Stock Hits Record Before June 3 Earnings as Wall Street Bets AI Has More Room to Run

Broadcom climbed roughly 4.6% by midday Thursday, reaching a new record as investors rotated into the AI infrastructure heavyweight ahead of its June 3 earnings. The stock last traded at $436.03, not far off its session peak of $439.70.

14 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:AVGO·Stock Market·Technology Trends

Forgent Power Stock Jumps After Record Orders Put AI Power Demand Back in Focus

Forgent Power Solutions boosted its fiscal 2026 guidance Thursday, reporting record Q3 orders and backlog. The stock jumped ahead of the bell, as investors tallied another signal of robust demand from AI-fueled data center buildouts. The company posted its results with the U.S. Securities and Exchange Commission that same day.

14 May 2026

Artificial Intelligence·Energy Sector·NASDAQ:FORG·Stock Market·Technology Trends

Rackspace’s AI Rally Turns Into a Test of Debt, Deals and Short-Squeeze Momentum

Rackspace Technology didn’t just tack on more gains to last week’s surge—it blew right past it, triggering a sharp repricing in the process. Shares settled at $6.33, a jump of 34.97%, just shy of the $6.34 intraday high, before edging lower to $6.20 after hours. The one-day chart reads like a squeeze: opened at $4.79, powered through previous resistance, and saw 61.02 million shares change hands—triple the 19.70 million average.

13 May 2026

Artificial Intelligence·NYSE:RXT·Stock Market·Technology Trends

CleanSpark (CLSK) $378 Million Loss Puts Bitcoin Treasury and AI Data Center Pivot on the Clock

CleanSpark, Inc. posted a deeper net loss for its fiscal second quarter, hit by sliding bitcoin prices that knocked down the value of its digital assets. The miner still pushed forward with efforts to convert energy-hungry sites into AI-focused data centers. Revenue slipped to $136.4 million for the quarter ended March 31, compared with $181.7 million in the same period last year. Net loss ballooned to $378.3 million, or $1.52 per basic share, from $138.8 million, or 49 cents.

12 May 2026

Bitcoin·NASDAQ:CLSK·Technology Trends

IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Limited is doubling down on its pivot from bitcoin mining to AI cloud, locking in a $3.4 billion, five-year cloud-services deal with Nvidia. The company also secured a broader agreement to roll out as much as 5 gigawatts of Nvidia-based AI infrastructure throughout its data-center pipeline.

10 May 2026

Artificial Intelligence·Cloud Computing·Cryptocurrency·NASDAQ:NVDA·Technology Trends

Why Fluence Energy Stock Is Surging: Data-Center Deals Put $5.6 Billion Backlog in Focus

Fluence Energy Inc. surged roughly 34% in U.S. premarket trading Thursday. The battery-storage company stuck to its fiscal 2026 outlook, unveiled a record $5.6 billion backlog, and revealed it had landed supply deals with two major hyperscalers — big players in the cloud and data-center space.

7 May 2026

Energy Sector·NASDAQ:FLNC·Stock Market·Technology Trends

Alibaba Stock Faces a Crucial AI Test as Accio Work Hits 230,000 Businesses

• Alibaba’s international commerce division says over 230,000 businesses around the globe now use its Accio Work AI tool.• Alibaba’s next hurdle arrives May 13, with March-quarter and fiscal 2026 earnings on deck.• Investors want to see if gains from AI and cloud are enough to counter shrinking margins in e-commerce and quick commerce.

4 May 2026

Artificial Intelligence·HKG:9988·NASDAQ:BABA·Stock Market·Technology Trends

TSMC’s Longtan Comeback: Taiwan Semiconductor’s Next AI Chip Bet Faces a Land Test

Taiwan Semiconductor Manufacturing Co. could be back in the running for advanced chip plants at Longtan. UDN’s Economic Daily News, citing industry sources late Sunday, said a previously halted science park expansion is back on, with potential investment pegged between NT$500 billion and NT$600 billion. According to the report, the site might house so-called “angstrom-level” wafer fabs—referring to chip processes beyond the current nanometre technology.

3 May 2026

NYSE:TSM·Technology Trends

Technology Trends 3 May 2026 - 28 May 2026