Google Faces $450 Test as AI Rally Meets EU Risk

Alphabet’s AI-fueled rally is on watch ahead of the U.S. open. Investors are looking at higher price targets but also bracing for a potential big EU fine tied to Google’s search business.

26 May 2026

CoreWeave Stock Drops as $99 Billion AI Backlog Runs Into Bigger Spending Bill

Wall Street Is Warming To CoreWeave Again. Nebius Is The Catch It Can’t Ignore

CoreWeave is drawing fresh support on Wall Street after GF Securities started coverage with a “Buy,” but the bigger trade is no longer just one stock. Investors are now measuring the Nvidia-backed AI cloud company against Nebius, a fast-growing rival that is turning big customer contracts into power, data centers and debt-funded capacity.

26 May 2026

Cloud Computing·NASDAQ:META·NASDAQ:MSFT·NASDAQ:NVDA·Technology

AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

Super Micro Computer has become the contested stock in the AI infrastructure trade, with fresh Zacks Investment Research notes putting it ahead of Nebius Group for near-term appeal while saying Alphabet offers the safer way to own the same theme. A separate Zacks note said Teradyne may offer more upside than Cisco as chip-testing demand tied to AI accelerators lifts results.

26 May 2026

NASDAQ:CSCO·NASDAQ:GOOGL·NASDAQ:SMCI·NASDAQ:TER·Stock Market·Technology

Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

SanDisk AI rally has investors watching for what’s next

SanDisk’s AI rally is under new pressure as investor talk brings the stock’s valuation into focus again. Wall Street is now weighing if the memory-chip maker, already up sharply this year, can meet the most bullish price calls. Bernstein’s best-case scenario sees the stock going to $3,000—if NAND chip prices and profits keep climbing. NAND flash is the chip in solid-state drives, or SSDs.

26 May 2026

Artificial Intelligence·NASDAQ:WDC·Stock Market·Technology

Navitas Shares Jump Again, Hot Streak Faces Dilution Risk With AI Bet

Navitas Semiconductor shares were pointed up early Tuesday, building on a fast rally that’s made the power-chip maker a volatile name in AI infrastructure. The stock was changing hands around $32 in premarket action at 5:00 a.m. ET, a 9.4% jump from Friday’s close. Last regular session, shares finished at $29.25.

26 May 2026

Artificial Intelligence·NASDAQ:NVTS·Stock Market·Technology

Micron Stock Rises Early as AI Memory Demand Faces New Test

Micron Technology stock jumped ahead of Tuesday’s open, continuing a choppy stretch for the memory-chip company. Investors returned after the Memorial Day break and kept chasing the AI memory trade.

26 May 2026

Artificial Intelligence·NASDAQ:MU·Stock Market·Technology

Nokia Oyj Near 52-Week High as New Filing Tied to AI Trade

Nokia Oyj stock traded near its 52-week high in Helsinki on Tuesday after a filing revealed a top executive purchased about $500,000 worth of shares late last week.

26 May 2026

Artificial Intelligence·Stock Market·Technology

Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

AMD Nears High as AI Boom Faces Another Test

AMD stock traded close to its 52-week high heading into Tuesday’s U.S. market open, as investors look at a possible Taiwan supply expansion to see if strong AI demand will show up in actual shipments. Shares finished at $467.51 on Friday, rising 3.99%, with markets shut Monday for Memorial Day.

26 May 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Australia stocks today: ASX drops as exchange operator’s 12% tech-cost shock rattles investors

Australian shares fell on Tuesday as ASX Ltd, the operator of the country’s main exchange, sank after warning of a jump in technology and regulatory spending. Reuters reported ASX shares fell as much as 12.6% to A$51.40, their worst intraday move since August 2012, while the benchmark S&P/ASX 200 was down about 0.4% earlier in the session.

26 May 2026

ASX Updates·ASX:ASX·Stock Market·Technology

Kraken Robotics Gains 9% on Covelya Deal Chatter

Kraken Robotics Inc. shares climbed Monday, bouncing back from Friday’s losses. Investors went back into the Canadian defence-tech name, looking for more detail on the pending Covelya acquisition update.

25 May 2026

Robotics·Stock Market·Technology·TSXV:KRKN

Celestica Rallies After Hours While U.S. Markets Shut—AI Buzz Lifts CLS

Celestica Inc.’s shares in Toronto moved higher Monday, giving some action on the AI-hardware theme as the NYSE listing paused for the U.S. Memorial Day break. CLS was at C$521.27, up 2.61%, at 11:12 a.m. ET, according to Google Finance, after getting as high as C$521.88. Shares stayed under the 52-week high of C$591.25.

25 May 2026

Stock Market·Technology·TSX:CLS

Keel Infrastructure Stock Is Jumping — Now Comes the AI Lease Test

Keel Infrastructure’s Toronto-listed shares rose on Monday while its Nasdaq stock sat out the Memorial Day holiday, extending investor interest in the former Bitfarms business as a power-and-data-center trade rather than a bitcoin miner.

25 May 2026

Artificial Intelligence·NASDAQ:KEEL·Stock Market·Technology·TSX:KEEL

Nokia’s U.S. Broadband Order Arrives While AI-Driven Gains Test Supply Chain

Nokia Shares Spike to New AI High; Pressure Builds After Surge

Nokia Oyj pulled back in Helsinki Monday after pushing to a new 52-week high earlier in the session. Shares were up earlier on an AI-driven move but dropped back to around 13.06 euros, off 1.5%. The network-equipment maker peaked at 13.495 euros, according to data.

25 May 2026

Artificial Intelligence·NYSE:NOK·Stock Market·Technology

Palantir Friday Close Ends Week of AI Stock Swings

Palantir Technologies Inc. heads into this holiday-shortened U.S. week with heavy AI demand in focus, while valuation questions and political concerns haven’t gone away. Shares ended Friday’s session at $136.88, slipping 0.39%. Still, the stock finished up for the week after closing the previous Friday at $133.99.

24 May 2026

Artificial Intelligence·NASDAQ:PLTR·Stock Market·Technology

Qualcomm Shares Surge 13% After Stellantis Deal Announced

Qualcomm gains after Stellantis AI deal while holiday rally sets up next week’s test

Qualcomm rallied hard last week. Stock closed Friday up 11.6% at $238.16 after running as high as $243.00. For the week, Qualcomm gained 18.2% from last Friday’s finish. Trading volume for the day was 30.38 million shares.

24 May 2026

NASDAQ:QCOM·NYSE:STLA·Stock Market·Technology

POET Stock: $400M Cash Raise, AI Buzz, and Trader Jitters

POET Technologies Inc. finished weaker in a choppy, shortened holiday week after its $400 million financing took the steam out of a rally powered by artificial-intelligence infrastructure optimism.

24 May 2026

Artificial Intelligence·NASDAQ:POET·Stock Market·Technology

AMD Shares Reach New Peak Ahead of Tuesday’s Open

AMD heads into the holiday-shortened week trading close to recent highs, after shares climbed 3.99% on Friday to close at $467.51. The stock hit $481.41 during the session, rounding out a volatile but strong week for the AI chipmaker.

24 May 2026

NASDAQ:AMD·Stock Market·Technology

Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron Technology starts this holiday-shortened week with shares giving back some ground after recent gains. The stock finished Friday at $751.00, down 1.46% for the session, though still up roughly 3.6% from last week’s close. Investors this week are weighing a fresh U.S. manufacturing achievement for the company against concerns that the AI-memory trade has maybe gone too far, too soon. Shares fell Monday before bouncing midweek.

24 May 2026

Artificial Intelligence·NASDAQ:MU·Technology

Joby Aviation Stock Just Popped Before a Market Holiday. The Next Test Is Bigger

Joby Aviation heads into a shortened U.S. trading week with its shares back above $10 after a 5% Friday gain, a move that left the electric air-taxi developer ahead of the broader market before the Memorial Day break.

24 May 2026

NASDAQ:JOBY·Stock Market·Technology

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Heads Into Holiday Week With Russell 3000 Addition, Nvidia Tie-Up, $3 Billion Backing

IREN Ltd comes into this holiday-shortened week after getting named a preliminary addition to the Russell 3000 Index. Shares of the AI data center and bitcoin-mining firm rallied 7.3% last week but gave back some gains Friday, closing at $56.83, down 2.1%.

24 May 2026

NASDAQ:NVDA·Stock Market·Technology