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Technology 12 May 2026 - 13 May 2026

Truckers Face May 14 Deadline As FMCSA’s Motus Registration System Replaces Legacy Tools

Truckers Face May 14 Deadline As FMCSA’s Motus Registration System Replaces Legacy Tools

The Federal Motor Carrier Safety Administration will retire its legacy registration systems at 8 p.m. ET on May 14, with the new Motus: USDOT Registration System set to launch after a brief transition. Registration changes will be unavailable for about four days during data migration. Companies missing the update window may face manual business and identity checks. FMCSA sent 2.2 million deadline notices to registrants.
13 May 2026
AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology shares rose nearly 10% Wednesday after a filing showed AMD held 65,516 shares at the end of March, valued at $6.49 million then and about $11.8 million at current prices. The disclosure drew attention as Marvell is a key supplier for AI data-center hardware. The Philadelphia SE Semiconductor index is up 64% since March. Analysts raised Marvell’s price targets, citing AI demand and hyperscaler investment.
13 May 2026
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Nokia Oyj’s AI Turn Gets a New Boss as Shares Rally Again

Nokia Oyj’s AI Turn Gets a New Boss as Shares Rally Again

Nokia appointed Siemens executive Emma Falck to lead its Mobile Infrastructure unit starting Sept. 1 and join its group leadership team. Nokia shares rose 5.5% in Helsinki after first-quarter profit jumped 54% and sales to AI and cloud customers increased 49%. The company also launched new agentic AI tools for broadband networks. Falck previously held senior roles at Siemens, BCG, and KONE.
13 May 2026
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VNET Stock Surges as CATL-Linked Buyers Move for 38% Stake in China AI Data-Center Bet

VNET Stock Surges as CATL-Linked Buyers Move for 38% Stake in China AI Data-Center Bet

PJ Millennium entities, linked to a CATL affiliate, agreed to buy up to 650.4 million VNET Class A shares from SDHG-controlled sellers for $1.4486 each. The deal would give the buyers up to 38.1% of VNET, with closing expected in Q4 2026. VNET’s Nasdaq-listed ADRs jumped over 30% in U.S. trading. The transaction involves existing shares and does not inject new capital into VNET.
13 May 2026
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SoftBank Group Profit Surges on OpenAI Stake as $64 Billion Bet Faces Cash Test

SoftBank Group Profit Surges on OpenAI Stake as $64 Billion Bet Faces Cash Test

SoftBank reported January-March net profit more than tripled to ¥1.83 trillion, driven by gains from its OpenAI stake. Full-year net income rose to ¥5.002 trillion, the highest ever by a Japanese company. SoftBank’s OpenAI investment reached $34.6 billion as of March 31, set to increase to $64.6 billion after planned 2026 tranches. The company drew $20 billion from a $40 billion bridge loan to fund additional OpenAI investments.
13 May 2026
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Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s U.S. ADRs rose 1.02% to $136.15 in early premarket trading Wednesday, after closing down 1.84% at $134.78 ahead of fiscal fourth-quarter results due before the U.S. open. Revenue is expected to rise to 282.44 billion yuan, but net profit is projected to fall to 11.71 billion yuan. Investors remain cautious as AI and cloud spending weigh on margins.
13 May 2026
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Wolfspeed Stock Rally Tests Whether WOLF’s Balance-Sheet Fix Can Beat Negative Margins

Wolfspeed Stock Rally Tests Whether WOLF’s Balance-Sheet Fix Can Beat Negative Margins

Wolfspeed shares closed Tuesday at $53.72, up 6.8%, then showed a premarket quote of $77.00, a 43% jump, as traders focused on debt reduction and high short interest. Fiscal Q3 revenue fell 19% to $150.2 million, gross margin remained negative, but net loss narrowed and interest expense dropped 39%. Short interest stood at 16.1 million shares, about a third of the float.
13 May 2026
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Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster Stock Jumps as NVIDIA Tie-Up Tests the Line Between Real Demand and Rich Valuation

Ouster shares rose 6.1% to $28.75 in early premarket trading after its Rev8 lidar sensors qualified for NVIDIA’s DRIVE Hyperion autonomous-vehicle platform. The company reported first-quarter revenue of $49 million and a net loss of $17.5 million. Investors cited the NVIDIA qualification as a potential new channel, though no purchase order was announced.
13 May 2026
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Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia’s Record Run Hinges on China Access and a May 20 Earnings Test

Nvidia closed Tuesday at $220.78, near a record, after CEO Jensen Huang joined President Trump’s China trip, fueling speculation about renewed H200 AI-chip sales to Chinese buyers. The stock has surged 12% in five sessions, ahead of next week’s earnings. Wall Street raised price targets as investors watch for signs of a China policy shift before Nvidia’s results.
13 May 2026
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Flashscore Beats Broadcasters in Fastest Sports App Survey Before 2026 World Cup

Flashscore Beats Broadcasters in Fastest Sports App Survey Before 2026 World Cup

Flashscore ranked as the fastest live sports results platform by fans in the UK, Italy, and Brazil, according to commissioned research released Tuesday. The survey, published weeks before the 2026 FIFA World Cup, found 46% of UK, 49% of Italian, and 53% of Brazilian respondents rated Flashscore quickest for updates. Flashscore attributed its speed to a new Prague data centre and distributed cloud setup.
12 May 2026
Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple shares rose 0.4% to $293.85 at midday Tuesday, outperforming Microsoft, Alphabet and Nvidia, which traded lower. The stock gained after record March-quarter results, a $100 billion buyback, and anticipation for AI announcements at WWDC. The S&P 500 fell 0.9% and Nasdaq dropped 1.6% as inflation rose 3.8% in April. Apple reported $111.2 billion in quarterly revenue and raised its dividend to $0.27 per share.
12 May 2026
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Energy Vault’s Eskom Gravity Storage Deal Puts South Africa’s Coal Pivot on the Clock

Energy Vault’s Eskom Gravity Storage Deal Puts South Africa’s Coal Pivot on the Clock

Energy Vault and Eskom signed a deal to build a 25-MW, 100-MWh gravity energy storage system at Hendrina Power Station in Mpumalanga. The project will use Energy Vault’s EVx 2.0 technology and could scale up to 4 GW at the site. The partners plan to co-develop up to 4 GWh of storage across Southern Africa by 2035. Coal supplied 83% of South Africa’s electricity in 2024, according to official data.
12 May 2026
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Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia’s Record Run Is Now a Test of How Much AI Spending the Market Still Trusts

Nvidia shares climbed 1.2% to near $222 after a record close, as investors positioned ahead of May 20 earnings and focused on strong AI hardware demand from hyperscalers. CEO Jensen Huang was excluded from Trump’s China delegation, highlighting ongoing export risks, but the company’s outlook already assumes no China data center revenue. Nvidia guided first-quarter fiscal 2027 revenue to $78 billion, plus or minus 2%.
12 May 2026
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Sea’s Earnings Rebound Is Real, but the Cost Fight Is Not Over

Sea’s Earnings Rebound Is Real, but the Cost Fight Is Not Over

Sea Limited’s U.S.-listed ADRs rose 13% in pre-market trading after first-quarter revenue reached $7.1 billion, beating estimates by over $600 million, though earnings per share missed by 10 cents. Shopee posted record GMV and orders, but its adjusted EBITDA fell as costs climbed. Garena had its strongest quarter since 2021. Monee’s revenue and loan book grew while credit quality held steady.
12 May 2026
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GoPro Stock Is Now a Sale Bet as Q1 Losses Expose a Tighter Balance Sheet

GoPro Stock Is Now a Sale Bet as Q1 Losses Expose a Tighter Balance Sheet

GoPro’s board launched a strategic review after receiving unsolicited takeover interest linked to its defense and aerospace efforts. First-quarter revenue fell 26% to $99.1 million, with gross margin dropping to 4.3% and cash at $40.7 million against $99.9 million in debt. The company warned of “substantial doubt” about its ability to continue operating. Shares jumped over 27% in after-hours trading.
12 May 2026
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Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco shares closed at $98.72 Monday, up 2.23%, ahead of fiscal Q3 results due after the close May 13. Polymarket contracts show traders giving 94% odds Cisco beats $1.04 in adjusted EPS, and 69% odds hyperscaler AI orders top $2 billion, though volumes are thin. Options data imply a 5.8% post-earnings move. Investors are watching whether AI infrastructure demand offsets margin pressure.
12 May 2026
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Google Finance AI Launches Across Europe: The New Market Tools Investors Can Use Now

Google Finance AI Launches Across Europe: The New Market Tools Investors Can Use Now

Google launched its AI-powered Google Finance across Europe this week, adding local-language support and features like AI research, advanced charting, and live earnings calls. The rollout expands the service beyond the U.S., as rivals and regulators focus on AI in financial data. Google says Deep Search and other AI tools are now available to European users in multiple languages.
12 May 2026
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Stock Market Today

  • 3 Reasons to Avoid Manhattan Associates (MANH) and One Preferred Buy
    June 4, 2026, 7:29 PM EDT. Manhattan Associates (MANH) stock has declined 15.8% over six months, underperforming the S&P 500's 11% gain. The company shows weak demand, with billings-a cash revenue proxy-growing only 5.8% annually. Its gross margin, a profitability measure after direct costs, stands at a modest 56%, lower than typical software peers, indicating higher operational costs. Additionally, its operating margin has stagnated over two years, reflecting limited improvement in profitability after expenses. Investors may find better opportunities elsewhere in software stocks with stronger margins and growth prospects.

Latest articles

Fidelity Just Made SpaceX IPO Access Easier. The Catch Is Getting Shares

Fidelity Just Made SpaceX IPO Access Easier. The Catch Is Getting Shares

5 June 2026
Fidelity slashes IPO access minimum to $2,000 for SpaceX’s $75 billion offering, with up to 30% reserved for retail investors—far above the usual 5-10%—but warns high demand, potential volatility, and limited investor voting power as Elon Musk retains 82.4% control; allocations confirmed June 12.
BlackBerry stock heads toward highs as QNX robot software draws traders

BlackBerry stock heads toward highs as QNX robot software draws traders

5 June 2026
BlackBerry shares jumped 1.4% to $10.34 in heavy trading, nearing a 52-week high, as investors focused on QNX embedded software momentum despite a weak tech sector; the next key test is BlackBerry’s June 25 earnings, which will reveal if revenue growth and backlog conversion support the stock’s rally.
Nokia drops after fast AI rally, traders stay focused

Nokia drops after fast AI rally, traders stay focused

5 June 2026
Nokia shares plunged 6.15% in Helsinki, snapping a three-day rally, as investors questioned how much of the company’s AI and Nvidia partnership story was already priced in, despite Nordea raising its price target to 15.70 euros and Nokia’s recent report of 49% sales growth to AI and cloud customers.
Samsara Sinks After Earnings Despite Beat Traders Blame on Guidance

Samsara Sinks After Earnings Despite Beat Traders Blame on Guidance

5 June 2026
Samsara shares fell to $35.21, down $1.04, after beating Q1 estimates with 31% revenue growth to $478.8 million, but investors focused on second-quarter guidance that was only modestly above forecasts, raising concerns about limited upside despite strong ARR and cash flow gains.
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