Technology 10 May 2026

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

Corning Incorporated surged Monday, gaining 10.84% to finish at $207.21, and flirting with a 52-week high of almost $209. The move followed BofA analysts putting the glass and fiber-optics company on their “U.S. 1 List”—the bank’s top picks—and built on momentum from last week’s Nvidia deal.

11 May 2026

Artificial Intelligence·NASDAQ:NVDA·NYSE:GLW·Stock Market·Technology

Palantir’s NHS Patient Data Fight Tests Its AI Stock Boom

Britain’s National Health Service is giving outside workers—including Palantir Technologies Inc. contractors—sweeping access to patient-identifiable data as they develop a high-profile health-data platform, the Financial Times said. That move is stirring up an old privacy debate over one of the U.S. software giant’s most sensitive public sector contracts. The permissions extend to the National Data Integration Tenant, or NDIT, a staging layer inside the Federated Data Platform where records remain identifiable before any pseudonymisation, that is, before personal details are hidden.

11 May 2026

Artificial Intelligence·NASDAQ:PLTR·Technology

Grab Holdings Enters Hotel Booking With GrabStays — Why the Nuitée Deal Matters Now

Grab Holdings is rolling out GrabStays, a hotel booking feature built into its app, starting in Singapore later this month. The launch comes through an exclusive tie-up with travel-tech firm Nuitée. With this, the Southeast Asian ride-hailing and delivery player is pushing deeper into travel, adding to its existing rides, food, and payments businesses.

11 May 2026

NASDAQ:GRAB·Technology

Qualcomm Stock Hits Record High as AI Data-Center Bet Forces Wall Street Rethink

Qualcomm Incorporated jumped as much as 6.8% Monday, climbing to $233.98 after shares hit an all-time peak of $247.62. Investors looked past the company’s sluggish handset prospects and instead focused on its push into data centers, sending the chipmaker higher along with the broader semiconductor sector.

11 May 2026

Artificial Intelligence·NASDAQ:QCOM·Stock Market·Technology

Archer Aviation Stock Faces a Big Q1 Test Today as Air Taxi Deadline Nears

Archer Aviation Inc. will report first-quarter results Monday, and investors aren’t paying much attention to immediate revenue. Instead, certification milestones and the company’s cash burn are front and center.

11 May 2026

NYSE:ACHR·Stock Market·Technology

IREN Limited Stock Falls as $2 Billion Debt Sale Puts Nvidia AI Rally to the Test

IREN Limited shares took a hit Monday as the Australia-based AI cloud firm jumped into the market with a proposed $2 billion convertible-note offering—a fast move following a strong rally driven by its tie-up with Nvidia. Shares last traded at $58.47, down $2.73, after slipping as low as $52.46 earlier in the session.

11 May 2026

ASX:IREN·Stock Market·Technology

Nokia Stock Jumps Again as AI Network Bet Pulls Investors Back In

Nokia Oyj shares climbed in Helsinki on Monday, with the stock adding 4.1% to finish at 11.39 euros as regular trading wrapped up at 18:30 local time. Investors remained active around the Finnish network-equipment maker’s moves toward AI and cloud infrastructure, fueling another session of sharp swings.

11 May 2026

Stock Market·Technology

Nvidia Stock Split Watch Returns As Shares Near Record Before May Earnings

Early Monday, Nvidia shares climbed, rekindling debate around a possible stock split as traders shifted focus from the implications of a lower share price to the looming earnings report. Shares lately traded at $219.51, up 2.0%, putting Nvidia’s market cap near $5.38 trillion.

11 May 2026

Earnings Reports·NASDAQ:NVDA·NVIDIA·Stock Market·Technology

IREN Stock’s Nvidia Rally Just Hit a $2 Billion Debt Test

IREN Ltd. dropped in U.S. premarket action Monday, after the AI cloud and data-center firm announced plans for a $2 billion convertible-note offering. Shares, which had recently surged on Nvidia-related headlines, traded at $55.43—off 9.43%—as of 8:17 a.m. New York time, according to Markets Insider.

11 May 2026

NASDAQ:IREN·NASDAQ:NVDA·NVIDIA·Stock Market·Technology

Applied Digital Just Spun Out ChronoScale: What CHRN Means for APLD Stock Now

ChronoScale, Applied Digital’s cloud unit, has started trading on Nasdaq under the ticker CHRN. Dallas-based Applied Digital holds about 97% of the new public company after spinning off the business into EKSO Bionics and putting in $15.75 million in cash. Chairman and CEO Wes Cummins described the move as a “deliberate step” to separate long-duration data-center hosting from the cloud compute segment, which he said carries a different risk profile.

11 May 2026

NASDAQ:APLD·NASDAQ:CHRN·Stock Market·Technology

POET Technologies Stock Faces Marvell Fallout as Investor Lawsuit Deadline Nears

POET Technologies Inc. came under fresh legal scrutiny Monday, as investor-rights law firms ramped up efforts over the weekend, alerting shareholders to a looming June 29 deadline in a federal securities class action over the AI photonics firm's tax statements and voided Celestial AI orders.

11 May 2026

NASDAQ:MRVL·NASDAQ:POET·Stock Market·Technology

AMD Stock Extends AI Rally — But Wall Street’s Next Test Is Already Here

Shares of Advanced Micro Devices climbed pre-market Monday, tacking on to a recent surge that's thrust the chipmaker into the AI hardware spotlight. As of 5:09 a.m. ET, AMD was indicated at $459.80, up 1.01% ahead of the bell. The stock finished Friday at $455.19, up 11.44% for the day.

11 May 2026

Artificial Intelligence·NASDAQ:AMD·Stock Market·Technology

Sandisk Stock Hits Record High: Why the $245 Billion AI Storage Bet Is Getting Harder to Ignore

Sandisk shares finished Friday at an all-time high, pushing the flash-storage company’s market cap to roughly $245 billion, with investors continuing to snap up the stock on bets about its position in artificial intelligence data centers. As of this day, U.S. markets hadn’t opened yet for Monday.

11 May 2026

Artificial Intelligence·NASDAQ:WDC·Stock Market·Technology

Everspin Stock Jumps After $40 Million Defense MRAM Deal: What Changed

On Monday, Everspin Technologies drew investor interest, with shares quoted at $26.99, up 25.48%. The memory-chip company, based in Chandler, Arizona, landed in the spotlight after reporting a slimmer first-quarter loss and landing a U.S. defense subcontract worth $40 million. That quote put Everspin’s market value around $624 million.

11 May 2026

Defense Industry·NASDAQ:MRAM·Stock Market·Technology

Palantir Stock’s Big AI Test: Blowout Growth, But Wall Street Still Wants Proof

Palantir Technologies Inc has raised its 2026 revenue ambitions, but the stock remains below pre-earnings levels—suggesting investors are still debating whether the AI software heavyweight can deliver enough growth. The shares ended Friday at $137.80 on Nasdaq, up 0.55% for the day, yet still down from Monday’s $146.03 close, ahead of the earnings release.

11 May 2026

Artificial Intelligence·NASDAQ:PLTR·Stock Market·Technology

Archer Aviation Stock Faces a Crucial Test After UAE Air-Taxi Certification Move

Archer Aviation is set to report first-quarter results Monday, this time with a boost: its Midnight aircraft has been bumped onto an accelerated regulatory pathway in the UAE, opening up a more direct shot at starting limited service in Abu Dhabi. According to the company, the UAE General Civil Aviation Authority has now placed Midnight under a Restricted Type Certificate program—marking Archer as the first electric vertical takeoff and landing manufacturer to secure this spot with the regulator.

11 May 2026

NYSE:ACHR·Stock Market·Technology

Grab Stock Faces a New Test After Q1 Beat, as Indonesia Rules and Fuel Costs Bite

Grab Holdings slipped 1.85% to finish at $3.72 on Friday, snapping a three-day rally despite a first-quarter revenue beat. Investors took in upbeat demand across rides and food delivery, but higher fuel costs and stricter Indonesian regulations seemed to dent sentiment. Trading volume reached 52.45 million shares.

10 May 2026

NASDAQ:GRAB·Stock Market·Technology

Micron Stock Just Became the AI Memory Trade Wall Street Can’t Ignore

Micron Technology’s stock jumped, recently changing hands at $746.81 and lifting the company’s market cap to around $853 billion. Investors are rotating into memory-chip names, stretching the AI trade out past Nvidia’s processors and into DRAM, NAND, and high-bandwidth memory—the latter a key ingredient for powering AI chips.

10 May 2026

Artificial Intelligence·NASDAQ:MU·Technology

Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Inc. is set to post first-quarter numbers before Tuesday’s opening bell, giving investors a look at how the AI chip-materials upstart stacks up. Wall Street’s consensus: adjusted earnings per share of 92 cents, profit with certain items stripped out. Management plans a conference call at 8 a.m. ET.

10 May 2026

Artificial Intelligence·NYSE:Q·Semiconductors·Stock Market·Technology

AST SpaceMobile Stock Faces Big Monday Test After FCC Win, BlueBird Setback

AST SpaceMobile, Inc. is set to report first-quarter results Monday, just days after ASTS stock staged a strong recovery on Friday. Investors are zeroed in on whether the satellite-to-phone player can stick to its deployment timeline following last month’s BlueBird 7 launch mishap. Management plans to go over both business and financials in a call slated for 5 p.m. ET on May 11.

10 May 2026

NASDAQ:ASTS·Stock Market·Technology

Technology 10 May 2026 - 11 May 2026