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Technology 11 May 2026 - 13 May 2026

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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IonQ Stock Jumps as SkyWater Vote Puts $1.8 Billion Quantum Deal on the Clock

IonQ Stock Jumps as SkyWater Vote Puts $1.8 Billion Quantum Deal on the Clock

IonQ shares rose 15.54% to $56.89 Monday after SkyWater Technology shareholders approved IonQ’s $1.8 billion acquisition. The vote clears a major hurdle, but the deal still needs regulatory approval. SkyWater shareholders will receive $15 in cash and $20 in IonQ stock per share. IonQ reported first-quarter revenue of $64.7 million, up 755% from a year earlier.
12 May 2026
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Rigetti Computing Stock: Revenue Tripled, But One Line Shows Why RGTI Is Still a Quantum Bet

Rigetti Computing Stock: Revenue Tripled, But One Line Shows Why RGTI Is Still a Quantum Bet

Rigetti reported first-quarter revenue of $4.4 million, up from $1.5 million a year earlier, but posted a $26.0 million operating loss as spending on research and system development rose. The company launched its 108-qubit system on major cloud platforms and ended March with $569 million in cash and no debt. Shares closed at $20.51, up 8.29% before results.
12 May 2026
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Shopify Stock Slides Again As AI Cost Fears Spill Into Shareholder Vote

Shopify Stock Slides Again As AI Cost Fears Spill Into Shareholder Vote

Shopify shares fell 7.13% to $102.54 Monday after last week’s earnings and the release of annual-meeting materials highlighting an AI governance vote set for June 16. A shareholder proposal asks Shopify to adopt a responsible-use AI policy, which the board opposes. First-quarter revenue rose 34% to $3.17 billion, but investors remain focused on rising expenses and AI strategy.
11 May 2026
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GSI Technology Stock Jumps 39% As GSIT Options Surge Puts AI-Memory Bet Back in Focus

GSI Technology Stock Jumps 39% As GSIT Options Surge Puts AI-Memory Bet Back in Focus

GSI Technology shares jumped 38.7% Monday to $11.72, with trading and call-option volume far above average. The company reported fiscal 2026 revenue of $25.1 million, up 22%, but posted a $13.2 million net loss. CEO Lee-Lean Shu filed to sell 143,062 shares after the close under a preset plan. GSI recently won a $2 million U.S. Army contract for its Gemini-II AI platform.
11 May 2026
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Corning Incorporated Stock Jumps After BofA Pick — Why Nvidia’s AI Fiber Deal Matters for GLW

Corning Incorporated Stock Jumps After BofA Pick — Why Nvidia’s AI Fiber Deal Matters for GLW

Corning shares surged 10.84% to $207.21 Monday after BofA added the company to its “U.S. 1 List,” following last week’s Nvidia partnership. Corning and Nvidia plan to expand U.S. optical connectivity manufacturing, with Nvidia investing over $500 million and additional factory funding. Corning expects to reach a $20 billion annualized sales run rate by end of 2026. First-quarter core sales rose 18% to $4.35 billion.
11 May 2026
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Stock Market Today

  • Blackstone (BX) Share Price Drops 22.9% This Year; Analysts Evaluate Fair Value
    May 15, 2026, 4:56 AM EDT. Blackstone's (BX) shares, down 22.9% year-to-date and hovering around $122.46, are drawing fresh scrutiny from investors. Despite recent headwinds, the private equity giant shows a strong three- and five-year return exceeding 60%, though the past year indicated a 13.5% decline. Using the Excess Returns model, which measures returns on equity against funding costs, Blackstone's intrinsic value is estimated at $112.76, slightly below current market price, suggesting shares are fairly valued but close to potential overvaluation. The firm's valuation score rates low at 1 out of 6, signaling caution. Market watchers should stay alert for shifts, as valuation impacts and market conditions continue to evolve.

Latest articles

Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

15 May 2026
Sandisk Corp urged shareholders to reject Tutanota LLC’s unsolicited offer to buy up to 100,000 shares at $1,150 each, about 17% below Thursday’s $1,382.72 closing price. Sandisk said the offer covers less than 0.07% of its stock and warned investors could sell below market value. The offer expires May 20 unless extended. Sandisk shares have surged on strong AI memory chip demand and recent earnings.
Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

15 May 2026
Applied Materials forecast fiscal third-quarter revenue of about $8.95 billion, beating Wall Street’s $8.09 billion estimate. The company reported record second-quarter revenue of $7.91 billion and adjusted earnings of $2.86 a share, both above expectations. Shares rose 3% in after-hours trading, last at $440.56. Applied expects its semiconductor equipment business to grow over 30% in 2026.
Why POET Technologies Stock Jumped After a $50 Million Lumilens AI Optics Order

Why POET Technologies Stock Jumped After a $50 Million Lumilens AI Optics Order

15 May 2026
POET Technologies shares surged 43% after Lumilens placed a $50 million initial order under a new AI networking partnership, with potential to exceed $500 million over five years. POET reported Q1 revenue of $503,389 and a net loss of $12.3 million. The agreement gives Lumilens a warrant for up to 22.9 million shares at $8.25 each. Production depends on successful development, with samples expected in late 2026.
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