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

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

Why Hut 8 Stock Is Suddenly a $9.8 Billion AI Data Center Bet

Hut 8 Corp. ended Friday’s U.S. session at $98.46, a drop of $2.81 from its previous close, with investors weighing just how much of the week’s AI-driven data-center surge would stick around. Rosenblatt Securities on Friday bumped its price target up to $124 from $89 after Hut 8’s new lease in Texas marked another pivot from its bitcoin-mining roots toward AI infrastructure.

10 May 2026

Artificial Intelligence·Data Centers·NASDAQ:HUT·Technology

Samsung Electronics Strike Showdown: AI Chip Boom Faces Crucial 48-Hour Test

Samsung Electronics Co., Ltd. faces two days of government-brokered wage talks starting Monday, as the specter of an 18-day strike continues to loom over South Korea’s top earner. The union has warned it’s prepared to strike from May 21 unless negotiators land a wage agreement.

10 May 2026

Artificial Intelligence·KRX:005930·Technology

Nokia Stock Bounces Back, But Its AI Rally Now Faces a Harder Test

Nokia Oyj shares bounced back Friday in both New York and Helsinki, snapping a two-day slide as buyers stepped in. The Finnish network-equipment maker’s American depositary receipts ended the session at $12.82.

10 May 2026

Artificial Intelligence·NASDAQ:NOK·Stock Market·Technology

ServiceNow Stock Faces Wall Street Test as AI Push Fights ‘SaaSpocalypse’ Fears

ServiceNow Inc. shares fell again on Friday, even after the company spent the week pitching a wider artificial intelligence platform meant to govern and run work across large companies. The stock closed at $91.18, down about 2.6%, while the S&P 500 rose 0.84%.

10 May 2026

Artificial Intelligence·NYSE:NOW·Stock Market·Technology

Google Stock Week Ahead: Alphabet’s $4.9 Trillion Run Faces EU Risk and Its Next AI Test

Alphabet heads into the week still facing uncertainty over Google’s unresolved EU antitrust negotiations, leaving a cloud over a stock that’s climbed thanks to cloud momentum, surging AI interest, and its renewed rivalry with Nvidia for the top market cap spot. On Friday, EU regulators gave Google extra time to respond, after finding the company’s previous proposal lacking.

10 May 2026

Artificial Intelligence·EU Regulations·NASDAQ:GOOGL·NASDAQ:NVDA·Stock Market·Technology

Apple Stock Week Ahead: AAPL Rally Faces CPI, AI and Intel Chip Deal Test

Apple stock is starting the week holding close to its recent peaks. Investors are parsing headlines on a potential chip-making agreement with Intel, while a new bull thesis driven by artificial intelligence surfaces on Wall Street. The shares last changed hands at $293.32, just shy of the day’s $294.76 high, putting Apple’s market cap around $4.32 trillion.

10 May 2026

NASDAQ:AAPL·NASDAQ:INTC·Stock Market·Technology

Amazon Stock Week Ahead: AMZN Faces Fresh Test After AWS Outage, AI Rally

Amazon.com shares kicked off the week with attention zeroed in on the resilience of its cloud business after a recent AWS outage. Investors are also eyeing a packed U.S. data schedule, which could put pressure on the ongoing tech rally. AMZN finished Friday’s session at $272.68, a 0.56% gain, Bloomberg market data shows.

10 May 2026

NASDAQ:AMZN·Stock Market·Technology