Today: 4 June 2026
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Technology 25 May 2026 - 26 May 2026

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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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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Stock Market Today

  • Daily Dividend Updates: General Dynamics, Sun Communities, W.R. Berkley, Johnson Controls, Nordson
    June 4, 2026, 1:43 PM EDT. General Dynamics declared a $1.59 quarterly dividend payable August 7, 2026. Sun Communities set a $1.12 per share distribution for Q2, payable July 15, 2026. W.R. Berkley announced a special 50-cent dividend plus increased its regular dividend by 11.1% to 10 cents, both payable July 2, 2026. Johnson Controls International approved a $0.40 quarterly dividend for July 10, 2026, continuing a dividend streak since 1887. Nordson declared a consistent $0.82 third-quarter dividend payable July 6, 2026. These dividends reflect corporate cash returns to shareholders amid ongoing market conditions.

Latest articles

Reddit Stock Is Running Hot Again. The Ad Bet Behind RDDT’s Sudden Jump

Reddit Stock Is Running Hot Again. The Ad Bet Behind RDDT’s Sudden Jump

4 June 2026
Reddit shares surged 6.3% to $180.19 Thursday after Loop Capital reiterated a Buy rating with a $260 target and investors responded to new automated app-ad tools; first-quarter revenue jumped 69% to $663 million, but risks remain as Reddit warns that search changes or weaker ad budgets could hurt traffic and results.
Keel Slides After AI Data Center Run-Up; Power Bottleneck in Focus

Keel Slides After AI Data Center Run-Up; Power Bottleneck in Focus

4 June 2026
Keel shares slipped 1.7% to $6.05 after a rapid surge of 19% in a week and 98% in a month, as investors focus on whether the company can secure AI data-center leases at its power-rich sites; first-quarter revenue fell 23% to $37 million with a $98 million operating loss, and delays or permit issues could threaten the stock’s momentum.
AT&T falls as SpaceX threat renews broadband concerns

AT&T falls as SpaceX threat renews broadband concerns

4 June 2026
AT&T shares plunged 3.7% to $22.69 after Oppenheimer downgraded the stock, warning SpaceX’s Starlink could disrupt the $1.6 trillion U.S. communications market and threaten broadband and mobile subscriber growth; the drop came as the Supreme Court upheld FCC fines against AT&T and as SpaceX moves toward a public listing, intensifying investor focus on broadband competition.

Nu Holdings Up After $1 Billion Buyback Plan, Analysts Cautious

4 June 2026
Shuttle Pharmaceuticals shares slid 3.2% to $0.507 as investors questioned its abrupt pivot from cancer-drug development to Dogecoin and Litecoin mining, with the stock trading well below the $1.03–$1.24 conversion prices in recent merger and financing deals and the company warning of substantial doubt about its ability to continue as a going concern.
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