Super Micro Gains With Dell, But Another Hurdle Awaits

Super Micro Computer shares rallied 11.6% Friday, ending the session at $46.09. The move came as investors piled into server stocks following strong AI-server numbers from Dell Technologies. Super Micro, trading on the Nasdaq, touched an intraday peak of $48.28 and saw volume top 93 million shares.

30 May 2026

Alphabet Shares Fall as Google Cloud Picks Up Wall Street Support

Alphabet Inc. dropped on Friday, falling behind gains in the Nasdaq. Analysts have been more positive about Google Cloud and Alphabet’s AI push, but Class A shares slipped $9.79, or roughly 2.5%, to $380.34. Volume topped 44 million shares.

30 May 2026

Cloud Computing·NASDAQ:GOOGL·Stock Market·Technology

Ford gets fresh boost as power-grid trade heats up

Ford Motor shares rose Friday, building on their strong May run as traders stuck with the automaker's latest move into energy storage. Some auto names were under pressure after new U.S.-Mexico trade talks.

30 May 2026

Electric Vehicles·NYSE:F·Renewable Energy·Technology

Virgin Galactic Shares Jump 36% With Traders Eyeing Test Flight

Virgin Galactic Holdings Inc. jumped 36.42%, ending the session at $6.18 after a huge spike in volume to 175.9 million shares—way over the 50-day average of 11.3 million. The stock posted its sixth straight advance and set a 52-week high, beating out bigger aerospace players like Boeing, RTX, and Lockheed Martin. The Nasdaq Composite was up 0.20% and the Dow gained 0.72% Friday.

30 May 2026

NASDAQ:SPCE·Space·Stock Market·Technology

Ondas Wins $110 Million Order, but Share Overhang Lingers

Ondas Inc. ended Friday's after-hours session little changed, sticking close to $13.22. The defense and autonomous-systems firm earlier reported more than $30 million in new orders for May. Traders also watched fresh filings related to share sales. Ondas traded between $11.62 and $13.48 through the day, with volume near 141.9 million shares.

30 May 2026

NASDAQ:ONDS·Technology

Amazon Drops With S&P 500 at Record as $6 Billion AWS Deal Draws Focus

Amazon.com dropped 1.2% to $270.64 late Friday in New York, trailing as Wall Street hit new highs. Amazon Web Services brought in new demand with a fresh deal from Snowflake, but the shares still slipped. The last price left Amazon’s market cap around $2.94 trillion.

29 May 2026

Amazon·Cloud Computing·NASDAQ:AMZN·NYSE:SNOW·Stock Market·Technology

Palo Alto Networks Reaches All-Time High Ahead of Results as AI Security Rally Drives Wall Street

Palo Alto Networks shares jumped 9.3% to close at a record $281.69 on Friday. The cybersecurity name hit an intraday high of $283.71. Trading volume was about twice the usual level as buyers positioned ahead of the company’s earnings next week and on signs Wall Street wants more AI security names.

29 May 2026

Artificial Intelligence·Cybersecurity·NYSE:PANW·Stock Market·Technology

POET Technologies Tumbles Again as $400 Million AI Optics Push Hits Another Setback

POET Technologies shares dropped 7.3% Friday, then edged lower after market hours as investors looked again at the AI photonics firm's $400 million financing and what it means for bigger commercial orders. The Nasdaq stock finished at $12.29 and last traded at $12.23 just after 5 p.m. in New York.

29 May 2026

Artificial Intelligence·NASDAQ:POET·Stock Market·Technology

Snap Slides, With Key Challenge Ahead for Comeback

Snap Inc. traded down almost 2% late Friday while broader U.S. stocks moved up. Investors kept up the pressure on the Snapchat parent as it struggles to steady ad growth. Shares were last at $5.80, off 11 cents. The stock touched $5.73 at its low and $5.94 at the high Friday.

29 May 2026

Industry Analysis·NYSE:SNAP·Technology

Coherent Drops 6.6%, AI Optics Demand Gets Tested

Coherent Corp. dropped 6.6% Friday, falling to around $352. Shares touched $343.51 during the session. The stock had finished at $376.95 on Thursday. Coherent is among the AI-infrastructure names that have drawn attention this year.

29 May 2026

Artificial Intelligence·NASDAQ:COHR·Technology

NIO Shares React After ES9 Launch, China EV Sector Still in Play

NIO Inc’s ADRs gained 1.6% to $5.64 Friday afternoon. The Chinese EV maker launched its ES9 flagship SUV but the outlook for China’s auto market remains tough. NIO’s U.S.-listed shares moved between $5.375 and $5.655. Volume was above 30.5 million shares.

29 May 2026

China Economy·Electric Vehicles·HKG:9866·NYSE:NIO·Stock Market·Technology

Ambarella Drops 20% After AI Beat, $800 Million Hanwha Contract

Ambarella fell roughly 20% Friday afternoon, with shares at $73.33 near 12:53 p.m. in New York. The move followed a small earnings beat and news of a major multi-year agreement with Hanwha of South Korea. Shares opened at $82.39 and traded as low as $71.76. The Invesco QQQ Trust was slightly up in the same period.

29 May 2026

NASDAQ:AMBA·Stock Market·Technology

NetApp Jumps on AI Storage Demand, Outpaces Older Tech Names

NetApp shares surged over 26% in midday trading Friday, after the data-storage company topped quarterly estimates and gave an upbeat forecast linked to enterprise AI demand. The stock traded at $180.12 at 1:06 p.m. EDT, having earlier approached $190.

29 May 2026

Cloud Computing·NASDAQ:NTAP·Technology

Rivian shares rise as company announces R2 SUV launch date

Rivian Automotive shares climbed 7.6% to $16.36 by midday Friday, building on a two-day rally after the company picked June 9 for its first customer event for the R2 midsize SUV. The stock hovered close to session highs, with volume around 24.3 million shares.

29 May 2026

Electric Vehicles·NASDAQ:RIVN·Stock Market·Technology

BlackBerry rises as QNX AI push draws new attention

BlackBerry Limited’s U.S. shares moved higher again Friday, continuing a rally that started in late May. Traders are buying on the potential of the company’s QNX unit, with interest focused on robotics and so-called “physical AI,” where machines use artificial intelligence to interact with the physical world.

29 May 2026

Artificial Intelligence·NASDAQ:BB·Technology

Vanguard VGT split points to the AI trade’s top play

Vanguard Information Technology ETF has moved ahead of Vanguard’s wider growth funds since an April share split. The tech-heavy ETF, which gives investors a way to buy into AI hardware and software bets, is still drawing money as buyers stay interested in focused tech trades.

29 May 2026

Artificial Intelligence·ETFs·NASDAQ:AAPL·NASDAQ:MSFT·NASDAQ:NVDA·NYSE:DELL·Stock Market·Technology

IREN Shares Slide, Bringing Dell AI Deal and $4.4 Billion Test Into Focus

IREN Limited shares dropped in midday action Friday, pulling back after an AI-fueled run. Traders are shifting focus from the big contract figures to whether the company can actually ramp up the capacity it has said it will.

29 May 2026

Artificial Intelligence·NASDAQ:IREN·NASDAQ:NVDA·Stock Market·Technology

SanDisk AI rally draws $3,250 target after 4,000% surge

SanDisk traded near all-time highs on Friday after Susquehanna hiked its price target to $3,250 from $2,000. The move is the latest in a string of bullish calls on the storage-chip name, now seen as a top AI play. Shares rose $15.16 to $1,656.80 by late-morning on Nasdaq after hitting $1,707.71 earlier.

29 May 2026

Artificial Intelligence·NASDAQ:SNDK·Stock Market·Technology

SoundHound AI Stock Moves on $300 Million News

SoundHound AI shares climbed early Friday alongside gains in software and AI stocks. The Nasdaq-listed voice and agentic AI firm was recently at $8.93, up 4.3%. Shares hit a session high of $9.20. This move comes after the company launched a new share-sale program that could bring more stock to market.

29 May 2026

Artificial Intelligence·NASDAQ:SOUN·Stock Market·Technology

Micron (MU) stock falls 6% as oil shock rattles tech, even after new 256GB server-memory samples

Micron rises with AI memory but faces new push from Samsung

Micron Technology rose 4.6% to $966.24 early Friday, keeping up recent momentum that’s taken the chipmaker to about $1.10 trillion in market cap. Investors continue to pick up shares of the Boise, Idaho-based name, which some see as a key play in artificial intelligence this market cycle.

29 May 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology