Today: 25 June 2026
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Technology 18 May 2026 - 20 May 2026

Dow edges up while Nasdaq falls as bond worries drag on

Futures Edge Higher Ahead of Nvidia Earnings as Wall Street Watches Key Report

Nasdaq 100 futures rose 0.73% and S&P 500 futures gained 0.35% ahead of Wednesday’s open, with Nvidia set to report earnings after the close. Options markets priced in a 6.5% swing for Nvidia, equal to about $355 billion in market value. In premarket trading, Nvidia shares rose 1.84%, while Micron, Intel, and AMD also advanced. Fed minutes are due at 2:00 p.m. EDT.
San Antonio’s New Battery Bet Comes Just as CPS Outages Get Longer

San Antonio’s New Battery Bet Comes Just as CPS Outages Get Longer

OCI Energy and CPS Energy have begun building a 120-megawatt battery storage facility in southeastern Bexar County, aiming for commercial operation in 2027. The project follows a rise in average outage duration for CPS Energy customers to 75.38 minutes in 2025. OCI will own the facility, with CPS holding operational control. ING is financing construction, and LG Energy Solution Vertech is supplying batteries.
20 May 2026
Micron Stock Just Dodged the Nasdaq Selloff. A Samsung Strike Could Be Its Next Jolt

Micron Stock Just Dodged the Nasdaq Selloff. A Samsung Strike Could Be Its Next Jolt

Micron Technology shares rose 2.5% Tuesday to $698.74, lifting its market value near $798 billion as the Nasdaq fell. Analysts cited tight memory supply and strong DRAM and NAND pricing. A planned strike by 48,000 Samsung workers Thursday could disrupt global memory supply, potentially raising prices. Micron recently sampled 256GB DDR5 server modules to partners.
SpaceX restarts Starlink launches after satellite mishap — and another Falcon 9 is already queued

Goldman Said to Get Lead Spot as SpaceX IPO Nears $1.75 Trillion Listing

Goldman Sachs is set to lead SpaceX’s planned IPO, which could become the largest in history, with a targeted valuation of about $1.75 trillion, Reuters reported. SpaceX aims to publish its prospectus as soon as Wednesday and list on Nasdaq under the ticker SPCX as early as June 12. The company’s next Starship test flight is scheduled for May 21 from Texas. Morgan Stanley, Bank of America, Citigroup, and JPMorgan are also expected to play major roles.
Wall Street Hit by Yield Jolt With Nvidia Up Next

Wall Street Hit by Yield Jolt With Nvidia Up Next

U.S. stock ETFs remained lower late Tuesday after Wall Street’s main indexes fell for a third straight session, pressured by rising Treasury yields and caution ahead of Nvidia’s earnings. The SPDR S&P 500 ETF dropped 0.7% to $733.73. The 10-year Treasury yield hit 4.687%, its highest since January 2025, before easing. Nvidia shares slipped 0.7% after hours, with traders bracing for a major move post-earnings.
CleanSpark rises after Wall Street notes AI power angle

CleanSpark rises after Wall Street notes AI power angle

CleanSpark shares rose 9.3% to $14.69 late Tuesday after Bernstein highlighted bitcoin miners’ potential as AI data-center power providers. The move outpaced bitcoin and peers, despite CleanSpark’s recent 25% revenue drop and $378.3 million net loss. Bernstein set a $24 target, citing $90 billion in AI-related deals across the sector. CleanSpark reported 1.8 gigawatts under contract and nearly $1.2 billion in liquidity at March 31.
Keysight Shares Surge as Orders Hit Record High

Keysight Shares Surge as Orders Hit Record High

Keysight Technologies shares climbed nearly 4% in after-hours trading Tuesday after reporting fiscal Q2 revenue of $1.72 billion and adjusted earnings of $2.87 per share, beating analyst estimates. Orders rose to $2.05 billion from $1.32 billion a year earlier. The stock closed at $344.11, then traded at $357.80 after the bell. S&P 500 and Nasdaq both fell during the session.
Warby Parker Shares Slip After AI Glasses Reveal; Investors React

Warby Parker Shares Slip After AI Glasses Reveal; Investors React

Warby Parker shares fell Tuesday after the company unveiled its first “Intelligent Eyewear” with Google and Samsung, but did not disclose pricing or a launch date. The stock traded at $25.51, with volume triple the average. The new AI-powered glasses are set for a fall launch and will support multiple prescriptions and lens options. First-quarter revenue rose 8.3% to $242.4 million, while gross margin slipped to 54%.
With Driverless Trucks Running Freight in Texas, Wall Street Wants to Know Who Has the Right to the Road

With Driverless Trucks Running Freight in Texas, Wall Street Wants to Know Who Has the Right to the Road

Aurora Innovation reported regular customer deliveries with driverless trucks between Dallas and Houston, reaching 28 customer-owned vehicles and over 23,500 paid driverless hours. Waabi, a Toronto-based autonomous trucking startup, raised $750 million in January and claims its AI can power both trucks and robotaxis. Investors are watching whether scaling will cut costs as the sector shifts to paid operations.
Snowflake Shares Jump Ahead of Results as Wall Street Bets on AI Demand

Snowflake Shares Jump Ahead of Results as Wall Street Bets on AI Demand

Snowflake shares rose 6.3% to $174.62 in morning trading Tuesday, outperforming major U.S. index funds. BofA Securities raised its price target to $205, citing strong demand for Snowflake’s AI tools. The company reports fiscal first-quarter results after the U.S. market close on May 27. Trading volume reached 3.6 million shares, with a market value near $59.4 billion.
Seagate Shares Dip Again as AI Storage Demand Pinches Supply

Seagate Shares Dip Again as AI Storage Demand Pinches Supply

Seagate shares fell 2.3% to $723.81 Tuesday, extending Monday’s 6.87% drop after CEO Dave Mosley warned new factories would take too long to meet surging AI-driven demand for hard drives. Mosley said Seagate is boosting output by upgrading existing plants and technology, not building new facilities. Investors remain concerned about supply shortages despite strong revenue and cash flow.
Roblox Stock Moves Up Early, Safety Issues Still Linger

Roblox Stock Moves Up Early, Safety Issues Still Linger

Roblox shares traded at $47.41 in early New York hours Tuesday, extending gains after third-party data showed a week-over-week rise in concurrent users. Needham maintained its Buy rating and $60 target. The stock remains pressured by a lowered 2026 bookings outlook, tied to new safety and age-check measures. Roblox reported Q1 revenue of $1.4 billion and bookings of $1.7 billion.
Meiwu Technology shares bounce 88% premarket after heavy drop

Meiwu Technology shares bounce 88% premarket after heavy drop

Meiwu Technology shares surged 87.99% to $4.531 in premarket trading Tuesday after a 22.76% drop Monday, which left the stock at $2.410. The company recently raised $15.65 million in a private share sale at $0.626 per share, with proceeds earmarked for an AI-driven skincare platform and related projects. Meiwu reported 2025 revenue of $7.08 million and a net loss of $18.59 million.
Hesai Up Premarket After Mercedes Lidar Win, Q1 Profit

Hesai Up Premarket After Mercedes Lidar Win, Q1 Profit

Hesai Group shares rose 2.68% to $22.60 in U.S. premarket trading after reporting a first-quarter profit and confirming it will supply lidar sensors for Mercedes-Benz Level 3 autonomous models. The company shipped 471,723 lidar units, up 140.9% year-on-year, and posted revenue of RMB680.6 million ($98.7 million). Net income reached RMB18.3 million, reversing a loss from a year earlier.
Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet Approaches $5 Trillion With Google AI Cloud Move Targeting Nvidia

Alphabet shares rose in pre-market trading Tuesday after Google and Blackstone announced a U.S. AI cloud venture, with Blackstone committing $5 billion to add 500 megawatts of data-center capacity by 2027. Alphabet’s Class A shares closed Monday at $396.94 and were quoted at $401.09 before the market opened. The move coincides with the first day of Google I/O and follows strong Q1 earnings.
Roblox Shares Jump Almost 10%, Safety Issue Remains Unanswered

Roblox Shares Jump Almost 10%, Safety Issue Remains Unanswered

Roblox shares rose 9.6% to $46.98 on Monday, bucking declines in the broader tech sector. The jump followed a month-long selloff tied to new child-safety measures, which the company says have reduced user communication and slowed new sign-ups. Roblox cut its 2026 bookings outlook on April 30, but first-quarter revenue and daily active users both rose over 35%. Analysts cited competition from Fortnite and the upcoming Grand Theft Auto VI.
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Stock Market Updates

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

25 June 2026
Micron soared 16.34% after hours as customers locked in nearly $100 billion in future supply obligations—about 2.4 times its latest quarterly revenue—fueling a $400 billion surge in chip stocks and reversing the tech selloff that erased over $1 trillion from the Nasdaq 100 this week.
Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

25 June 2026
Santos shares closed down 0.96% at A$7.24 after Brent crude slumped US$3.34 to US$73.74, cutting potential annual gross sales from its new Pikka project by about US$50 million at plateau rates; Pikka’s ramp to 80,000 barrels per day is key, as oil price swings now have a direct impact on Santos’ production-linked revenue and its US$2.5 billion net debt reduction target.
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