Today: 25 June 2026
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Technology 3 May 2026 - 5 May 2026

Sandisk Stock Keeps Surging on the AI Storage Boom — But the Earnings Call Flashed a Warning

Sandisk Stock Keeps Surging on the AI Storage Boom — But the Earnings Call Flashed a Warning

Sandisk shares rose 9.3% to $1,372.33 Tuesday after reporting fiscal Q3 revenue of $5.95 billion, up 251% year-over-year, and GAAP net income of $3.62 billion. The company signed five long-term supply deals worth over $11 billion, now covering more than a third of projected 2027 memory sales. Data-center revenue jumped 233% sequentially to $1.47 billion.
5 May 2026
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Netflix’s $25 Billion Buyback Looks Big. Microsoft’s $190 Billion AI Capex Bill Looks Bigger

Netflix’s $25 Billion Buyback Looks Big. Microsoft’s $190 Billion AI Capex Bill Looks Bigger

Netflix’s board approved an extra $25 billion in share buybacks after the company ended talks to buy Warner Bros Discovery assets and received a $2.8 billion breakup fee. On Tuesday, Netflix shares fell 2.3% to $88.89, while Microsoft dropped 0.8% and PulteGroup rose 2.6%. Microsoft plans $190 billion in AI and cloud spending this year. PulteGroup and Mobileye also expanded buybacks following stock declines.
5 May 2026
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Figma Stock Faces a Crucial AI Test as Earnings Loom

Figma Stock Faces a Crucial AI Test as Earnings Loom

Figma shares traded near $20 early Tuesday, down sharply from a 52-week high of $142.92, as investors awaited first-quarter results due May 14. The company forecast Q1 revenue of $315–$317 million, up 38% year-over-year, with AI features under scrutiny for their impact on growth and costs. Analyst price targets have dropped, with consensus at “Hold.” Competitors include Adobe and Google’s new Stitch tool.
5 May 2026
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Pinterest Stock Jumps After AI Ad Tools Lift Revenue Forecast Above Wall Street

Pinterest Stock Jumps After AI Ad Tools Lift Revenue Forecast Above Wall Street

Pinterest forecast second-quarter revenue of $1.133 billion to $1.153 billion, above analyst expectations, sending shares up 15% in after-hours trading. First-quarter revenue rose 18% to $1.008 billion, with global monthly active users reaching a record 631 million. The company reported a net loss of $74 million and adjusted EBITDA of $207 million for the quarter.
5 May 2026
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Duolingo Stock Drop Shows Why Investors Are Questioning Its AI Learning Bet

Duolingo Stock Drop Shows Why Investors Are Questioning Its AI Learning Bet

Duolingo shares dropped over 12% in premarket trading Tuesday after the company forecast slower bookings and lower margins for the year, despite beating first-quarter estimates. Revenue rose 27% to $292 million, daily active users hit 56.5 million, and net income reached $43.5 million. Management said returns on new AI features may not appear until 2027 or later.
5 May 2026
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Micron Stock’s AI Memory Run Sends It Into U.S. Market-Cap Elite

Micron Stock’s AI Memory Run Sends It Into U.S. Market-Cap Elite

Micron Technology shares traded at $576.45 premarket Tuesday, valuing the company at about $658.3 billion. Fiscal Q2 revenue reached $23.86 billion, with net income of $13.79 billion, as demand for high-bandwidth memory in AI data centers surged. DRAM and NAND sales jumped on sharp price increases, but the company warned of potential margin risks if demand slows. Micron plans to exit its consumer memory business by February 2026.
5 May 2026
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Pinterest Stock Surges After Q1 Earnings Beat as AI Ad Push Lifts Revenue Outlook

Pinterest Stock Surges After Q1 Earnings Beat as AI Ad Push Lifts Revenue Outlook

Pinterest shares jumped 15% to $24.06 in after-hours trading after first-quarter revenue beat estimates and the company issued a strong second-quarter outlook. Revenue rose 18% to $1.008 billion, with global monthly active users up 11% to 631 million. The quarter saw a net loss of $73.6 million, but adjusted earnings reached 27 cents per share, topping forecasts. Pinterest cited ongoing economic and regulatory risks in its outlook.
4 May 2026
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Why Micron Stock Is Surging Again as AI Memory Boom Fuels a $1,000 Wall Street Call

Why Micron Stock Is Surging Again as AI Memory Boom Fuels a $1,000 Wall Street Call

Micron Technology shares surged to $584.58 Monday after touching $592.49, extending gains on bets that AI data centers will drive demand for advanced memory. The company reported fiscal Q2 revenue of $23.86 billion, up from $8.05 billion a year earlier, and raised its dividend by 30%. Wall Street analysts boosted price targets, with D.A. Davidson setting Micron at $1,000. SanDisk’s strong results fueled further comparisons.
4 May 2026
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Uber Stock Gets Fresh BofA Buy Call as Robotaxi Bet Nears a Bigger Test

Uber Stock Gets Fresh BofA Buy Call as Robotaxi Bet Nears a Bigger Test

BofA Securities maintained a Buy rating and $103 price target on Uber, citing optimism about its autonomous-vehicle pipeline and strong booking trends. Uber shares traded at $75.13 Monday, valuing the company near $159.6 billion. The company will report first-quarter results Wednesday, with analysts expecting gross bookings up 20% year-over-year and EBITDA near $2.45 billion.
4 May 2026
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Ouster Stock Jumps After Rev8 Lidar Launch: Why Investors Are Watching the Robotics Sensor Race

Ouster Stock Jumps After Rev8 Lidar Launch: Why Investors Are Watching the Robotics Sensor Race

Ouster Inc. shares rose 8% to $28.63 after the company launched its Rev8 OS lidar sensor family, which adds native color data and doubles range and resolution over previous models. The sensors, available to order now, will begin shipping this quarter. Ouster cited adoption plans from customers including Google, Volvo Autonomous Solutions, and Skydio. The launch comes a day before Ouster reports first-quarter earnings.
4 May 2026
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Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

TSMC is seeking approval to build an advanced wafer fab at Hsinchu Science Park’s Longtan campus, reviving a plan shelved in 2023 after local opposition. TSMC shares surged 6.56% to NT$2,275, pushing Taiwan’s Taiex index above 40,000 for the first time. The company reported Q1 revenue of NT$1.134 trillion, with 74% from advanced technologies. TSMC is also expanding in Arizona and faces competition from Samsung and SK Hynix.
4 May 2026
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Sivers Semiconductors Stock Jumps 33% as Nasdaq Listing Clock Starts Ticking

Sivers Semiconductors Stock Jumps 33% as Nasdaq Listing Clock Starts Ticking

Sivers Semiconductors AB shares jumped about 33% to SEK 50.50–50.75 in Stockholm on Monday, as investors focused on a planned SEK 125 million share issue and possible U.S. listing. Shareholders face a Tuesday deadline to register for the May 11 meeting to vote on the private placement. The company delayed its annual report to May 15, citing audit work for a potential Nasdaq New York dual listing.
4 May 2026
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Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

Applied Digital Stock Pulls Back After $7.5 Billion AI Data-Center Deal — What Comes Next

Applied Digital shares fell 2.04% to $33.55 Friday, retreating from gains after its $7.5 billion, 15-year AI data-center lease announced April 23. The deal raised total contracted lease revenue above $23 billion, but investors remain cautious over buildout costs and execution risk. Trading volume reached about 17 million shares.
3 May 2026
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Uber’s Robotaxi Bet Gets a Hertz Boost as Earnings Loom

Uber’s Robotaxi Bet Gets a Hertz Boost as Earnings Loom

Uber will expand its robotaxi operations in San Francisco later this year, with Hertz’s Oro Mobility managing charging, maintenance, and depot staffing for its Lucid-Nuro autonomous fleet. Uber’s CTO said the company plans to equip some human-driven cars with sensors to collect road data for self-driving development. The moves come days before Uber’s Q1 results and signal a shift toward direct fleet operations.
3 May 2026
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Trump Media CEO Shake-Up Puts DJT Stock, Truth Social Spin-Off and $6 Billion Fusion Deal on the Line

Trump Media CEO Shake-Up Puts DJT Stock, Truth Social Spin-Off and $6 Billion Fusion Deal on the Line

Trump Media interim CEO Kevin McGurn is considering spinning off Truth Social and Truth+ from the company’s crypto and fusion-energy ventures. DJT reported a 2025 net loss of $712.3 million on $3.7 million revenue, with shares last at $9.39. The spin-off plan is not final and depends on deal approvals and investor response. McGurn was named interim CEO on April 21, replacing Devin Nunes.
3 May 2026
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Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Asian suppliers now make up about 90% of Nvidia’s production costs, up from 65% last year, according to Bloomberg data. Shares of companies linked to Nvidia, including LG Electronics and Nanya Technology, rose last week after reports of new partnerships. Nvidia last traded at $198.45, down 0.6%, with U.S. markets closed Sunday. Samsung reported a surge in chip income and warned of possible supply shortages as AI demand grows.
3 May 2026
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Stock Market Today

  • Apple Raises Prices on Select MacBooks and iPads Amid Memory Supply Crunch
    June 25, 2026, 11:04 AM EDT. Apple Inc. on Thursday raised prices for certain MacBook and iPad models, reflecting ongoing pressures from a global memory chip shortage. The move follows a strong earnings report from Micron Technology, a major memory chip supplier. The price hikes highlight continued supply chain challenges impacting consumer electronics. Apple's adjustments signal higher costs that may be passed to customers as demand for memory components remains tight.

Latest News

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

Bio-Techne soars after Merck offer at $73 a share; spread remains on cash bid

25 June 2026
Bio-Techne surged 19% to $70.17 after Merck KGaA’s $73 per share cash offer, leaving a $2.83 spread as the deal awaits shareholder and regulatory approval, with closing expected in late 2026 or early 2027; trading volume soared past short interest, and the deal values Bio-Techne at $11.3 billion, less than 9.4 times fiscal 2025 sales.
BlackBerry (NYSE:BB) jumps after QNX outlook nudge, eyes on cash flow

BlackBerry (NYSE:BB) jumps after QNX outlook nudge, eyes on cash flow

25 June 2026
BlackBerry shares soared nearly 20% after Q1 revenue jumped 26% and the company raised full-year guidance, with QNX development-license revenue hitting an eight-quarter high—signaling potential future royalty growth—even as analysts remain divided and Q2 guidance trails Q1 results.
Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

Apple (NASDAQ:AAPL) lifts MacBook and iPad prices, faces memory cost jump

25 June 2026
Apple (AAPL) shares plunged 4.8% to $278.93 after the company hiked Mac and iPad prices by $100–$300 due to soaring memory costs, while iPhone prices—over half of March-quarter sales—remained unchanged; Apple warned of further gross margin pressure from rising memory prices, as DRAM costs surged up to 98% last quarter and are set to climb again.
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