BlackBerry Stock Has a New Test: Can QNX Carry the AI Robotics Bet?

BlackBerry’s QNX division plans to spotlight its software at a Boston robotics conference later this month, aiming to highlight its potential uses beyond autos—think AI-powered robots, medical devices, and factory systems. On May 6, the unit announced it would deliver live demos, present a keynote, and unveil new research during the Robotics Summit & Expo, set for May 27-28. For BlackBerry, it’s another signal of its shift away from smartphones.

7 May 2026

Snowflake Stock Just Jumped. Now Comes the AI Test Wall Street Won’t Ignore

Snowflake surged roughly 10% Thursday, propelled by a software sector rally after Datadog boosted its full-year forecast—a jolt that shifted attention back to the data-cloud firm just three weeks ahead of its next earnings release. Shares changed hands at $153.21 as of 10:06 a.m. in New York.

7 May 2026

Artificial Intelligence·NYSE:SNOW·Stock Market·Technology

Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Mizuho Securities bumped up its price targets for a slate of AI-driven memory and storage names, boosting Micron Technology to $740 from $545 and moving Western Digital to $550 from $470. Wall Street’s appetite for data-center memory plays continues, with the firm maintaining its bullish stance on Micron, Western Digital, and SanDisk, the note shows.

7 May 2026

Artificial Intelligence·NASDAQ:MU·NASDAQ:STX·NASDAQ:WDC·Stock Market·Technology

IonQ’s Blowout Quarter Still Leaves Wall Street With One Big Question

IonQ bumped up its full-year revenue guidance after notching record first-quarter sales, giving investors a clearer sense of whether the quantum-computing specialist can turn interest in its systems into broader commercial gains. The company now forecasts 2026 revenue between $260 million and $270 million, a jump from its previous range of $225 million to $245 million. First-quarter revenue landed at $64.7 million, well ahead of the $49.7 million analyst consensus collected by LSEG.

7 May 2026

NASDAQ:IONQ·Quantum Computing·Stock Market·Technology

Snap Stock Slides After Q1 Revenue Jump As Perplexity Deal Ends And Guidance Stays Cautious

Snap Inc. dropped roughly 5% in after-hours action Wednesday. The Snapchat parent posted stronger first-quarter revenue, but its guidance for the second quarter landed on the cautious side. Snap also confirmed it has terminated a $400 million AI agreement with Perplexity.

6 May 2026

Earnings Reports·NYSE:SNAP·Stock Market·Technology

Dell Technologies Stock Jumps As AI Server Rally And Texas Move Put June Vote In Focus

Dell Technologies Inc. shares surged Wednesday, swept up in an AMD-driven rally that rippled across AI hardware stocks and put extra momentum behind server makers. The gains underscore how Wall Street is leaning into Dell’s role as an AI infrastructure supplier—moving well past its old PC-only label.

6 May 2026

Artificial Intelligence·NASDAQ:DELL·Technology

CDW Corporation Stock Plunges 20% After Revenue Beat Exposes AI Margin Squeeze

CDW Corporation tumbled Wednesday, with shares off $26.69 at $110.11 early in the afternoon. The company posted higher first-quarter sales, but narrowing margins raised questions. Demand for AI hardware is picking up, but it's not translating into gains for higher-margin software and services just yet.

6 May 2026

Artificial Intelligence·NASDAQ:CDW·Stock Market·Technology

One Stop Systems Stock Jumps After Q1 Revenue Beat, But Memory-Supply Risk Looms

Shares of One Stop Systems Inc. surged roughly 58% Wednesday, fueled by a big jump in first-quarter revenue, better gross margin, and positive adjusted earnings from continuing operations. The stock last traded at $15.41, with volume topping 14.5 million shares. That put the company’s market cap near $352 million.

6 May 2026

Earnings Reports·NASDAQ:OSS·Stock Market·Technology

Klaviyo Stock Plunges Nearly 30% After Q1 Beat as CFO Exit Clouds 2026 Outlook

Klaviyo, Inc. shares dropped midday Wednesday. The marketing software company posted first-quarter numbers that topped forecasts, but also announced CFO Amanda Whalen plans to step down later this year.

6 May 2026

Earnings Reports·NASDAQ:KVYO·Stock Market·Technology

QUALCOMM Incorporated Stock Nears $200 as AI Data-Center Bet Drives QCOM Rally

QUALCOMM Incorporated climbed 1.8% to $189.83 in early U.S. action on Wednesday, after hitting an intraday peak at $200.34. Investors continued shifting into chip stocks viewed as poised to gain from AI data-center demand.

6 May 2026

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

Why POET Technologies Stock Is Back in the Spotlight After Marvell Order Shock

Investor-rights firms ramped up their class-action alerts Wednesday, spotlighting litigation against POET Technologies Inc. The AI photonics maker is under scrutiny just days after Marvell Semiconductor scrapped all Celestial AI-linked orders. Levi & Korsinsky flagged a June 29 lead-plaintiff deadline, naming CEO Suresh Venkatesan and CFO Thomas Mika as defendants in the case.

6 May 2026

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

Arm Stock Surges Before Earnings as AI Server CPU Bet Faces Wall Street Test

Arm Holdings plc’s U.S. shares jumped $22.58 to hit $231.42 in New York morning trading Wednesday, up roughly 11%, ahead of the British chip designer’s fiscal fourth-quarter report due after the bell. The rally pushed Arm squarely into focus again for the AI-chip trade, which has shifted recently from graphics chips over to server CPUs.

6 May 2026

Artificial Intelligence·Earnings Reports·NASDAQ:ARM·Stock Market·Technology

IonQ Earnings Today: $500 Stock Talk Meets a Quantum Reality Check

IonQ will deliver its first-quarter earnings after the bell Wednesday, with investors watching for fresh details on the quantum company's accelerating revenue and recent string of deals. The company plans to host its results call at 4:30 p.m. Eastern, covering the quarter that wrapped up March 31.

6 May 2026

Earnings Reports·NASDAQ:IONQ·Quantum Computing·Stock Market·Technology

Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel stock climbed ahead of Wednesday’s U.S. open, pushing its recent rally further as AMD’s bullish outlook fueled hopes that AI-driven demand is spreading past Nvidia’s GPUs and into the server processor segment—where Intel is a heavyweight. According to Reuters, Intel was up 6% premarket. AMD, meanwhile, surged close to 18%.

6 May 2026

KRX:005930.KS·NASDAQ:AAPL·NASDAQ:AMD·NASDAQ:INTC·NASDAQ:NVDA·NYSE:TSM·Semiconductors·Stock Market·Technology

Netflix Stock Just Fell Under $90 — Reed Hastings’ $38 Million Sale Is Only Part of the Story

Netflix shares stumbled 3.4% Tuesday, hitting $87.57 before settling at $87.89, a drop from Monday’s $91.02 close. The move followed news of another insider sale by co-founder Reed Hastings, adding to investor jitters about the streaming giant’s near-term prospects.

6 May 2026

NASDAQ:NFLX·Stock Market·Technology

CoreWeave Stock’s $66.8 Billion Question: Can AI Backlog Become Real Revenue?

CoreWeave steps into the spotlight after Thursday’s close with its first-quarter results, setting up a test for how much investors are still willing to pay for a big pile of AI cloud contracts—even as the price tag for expansion climbs. The company’s results call is slated for May 7 at 5 p.m. ET. Ahead of the U.S. market open, shares last traded at $127.89, putting them up about 2% from the previous close.

6 May 2026

NASDAQ:QFOR·NYSE:BAC·NYSE:JEF·Stock Market·Technology

IREN Stock Jumps After $625 Million Mirantis Deal Deepens AI Cloud Push

IREN Ltd plans to acquire Mirantis Inc in an all-share transaction pegged at roughly $625 million, a move that folds cloud software and enterprise support into the ex-bitcoin miner’s expanding AI infrastructure push. Mirantis specializes in cloud platforms and Kubernetes orchestration—software for managing and deploying apps at scale.

6 May 2026

Artificial Intelligence·Cloud Computing·LSE:IREN·Stock Market·Technology

Uber Just Put Lyft on the Spot With a Strong Bookings Forecast

Uber Technologies sent shares up roughly 8% premarket Wednesday after projecting second-quarter bookings that topped Wall Street forecasts. The San Francisco company’s ride-hailing and delivery units showed solid demand, a contrast to its first-quarter revenue miss.

6 May 2026

NASDAQ:LYFT·NASDAQ:UBER·Technology

Microsoft Stock Slips Before Open as $190 Billion AI Bet Faces Wall Street Test

Microsoft shares slipped in premarket hours Wednesday, ticking down 0.25% to $410.35 after ending Tuesday at $411.38, a drop of 0.54%. That price action kept MSFT under pressure, even as segments of the AI trade continued to attract buyers.

6 May 2026

Artificial Intelligence·NASDAQ:MSFT·Stock Market·Technology

QQQ Stock Rises Before the Open as AI Chip Rally Puts Nasdaq Records Back in Play

Invesco QQQ Trust ETF climbed early Wednesday in premarket action, buoyed by a rally in Nasdaq futures following a bullish forecast from Advanced Micro Devices that energized the AI trade. QQQ last traded at $681.61, up roughly 1.3% versus its prior close. Nasdaq 100 futures showed gains ahead of the open.

6 May 2026