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Technology 12 May 2026 - 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 surged close to 10% by late morning in New York after a regulatory filing revealed Advanced Micro Devices owned 65,516 shares in the chipmaker at the end of March. It’s a relatively modest stake, but the disclosure grabbed attention given Marvell’s AI data-center hardware profile. According to the filing, the holding was worth $6.49 million at the time. At Marvell’s late-morning level of $180.76, the shares would fetch roughly $11.8 million—if AMD hadn’t changed its position.
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

VNET Group Inc. stock surged Wednesday after the Chinese data center firm announced PJ Millennium I Ltd. and PJ Millennium II Ltd. had struck a deal to purchase as many as 650.4 million Class A shares from entities under Shandong Hi-Speed Holdings Group. Each share goes for $1.4486, while one American depositary share—each representing foreign stock—lands at $8.6914.
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 Group’s U.S.-listed American depositary receipts, the NYSE-traded proxy for the Chinese company, were quoted at $136.15 in early premarket, up 1.02%, after closing Tuesday at $134.78, down 1.84%. That is the first read on the stock today: buyers are not gone, but the chart still carries the damage from pre-earnings risk cutting. Google Finance showed Tuesday’s low at $133.82 and a 52-week high of $192.67, so the rebound starts from a bruised level, not a fresh breakout.
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

Regular U.S. trading is still ahead, making Tuesday’s close the reference point for now. Wolfspeed ended the session at $53.72, a gain of 6.8%, after hitting $53.98 during the day on volume of 12.28 million shares. But premarket screens early Wednesday flashed $77.00—a jump of 43.3% from the close. That’s a big leap in a premarket stretch where thin liquidity can make prices swing hard.
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 climbed ahead of Wednesday’s bell, buoyed by news that its latest Rev8 OS digital lidar sensors secured qualification for NVIDIA DRIVE Hyperion—a move investors read as opening new doors for the company in autonomous vehicles. The stock ended Tuesday up 1.1% at $27.10, after trading in a range from $24.76 to $28.55. In early premarket action, it was quoted at $28.75, up 6.1% from Tuesday’s finish.
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 landed the top spot for fastest live sports results among fans in the UK, Italy, and Brazil, new commissioned research out Tuesday shows—handing the Prague-based live-score service a timely talking point just weeks before the 2026 FIFA World Cup. According to the survey, Flashscore outpaced national broadcasters’ own platforms in perceived speed across all three markets.
12 May 2026
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 Holdings Inc. and Eskom Holdings SOC Ltd. have inked a strategic development agreement aiming to install a gravity-based energy storage system at Eskom’s Hendrina Power Station. The project offers South Africa’s state-run utility a fresh shot at repurposing coal assets, as the nation pushes to stabilize its grid and tackle emissions.
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 latest results were a jumble, but one thing stood out: demand is outpacing what analysts had penciled in. Shares were quoted at $96.13 in pre-market action just after 7:39 a.m. Eastern, a 13% pop from the $85.07 close. First-quarter revenue hit $7.10 billion, topping the $6.46 billion estimate, while earnings per share landed at $0.67—ten cents shy of the consensus. U.S. markets hadn’t opened yet, but the reason for the surge was clear enough.
12 May 2026
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 has stopped trading like a simple action-camera turnaround. The more important story now is that its board has put the company in play, with strategic alternatives that may include a sale or merger. Reuters reported the news sent shares up more than 27% in after-hours trading Monday, even though the latest available market quote before Tuesday’s open still showed the stock near $1.32.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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Editorial model selection. Not personalised advice.