Today: 22 May 2026
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Artificial Intelligence 20 May 2026 - 22 May 2026

OpenAI Shares Hype Returns, Still No Ticker in Sight

OpenAI Shares Hype Returns, Still No Ticker in Sight

OpenAI is preparing to confidentially file for a U.S. IPO, aiming to go public as early as September, sources told Reuters. The move follows a court win against Elon Musk, removing a key legal obstacle. Private-market share prices for OpenAI ranged from $658.94 to $732.38 this month, but no official public price exists. Ordinary investors still cannot buy OpenAI stock on public exchanges.
22 May 2026
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WhiteFiber Stock Rips 22% on $160 Million AI Deal. The Test Comes in July

WhiteFiber Stock Rips 22% on $160 Million AI Deal. The Test Comes in July

WhiteFiber shares jumped 22.2% to $29.55 after announcing a five-year AI compute contract worth over $160 million for a Paris-region deployment using NVIDIA GPU systems. Google Finance showed the stock rising further after hours. The project is backed by planned financing and 12 months of customer prepayments, but funding and execution remain pending. Service is expected to start in July, subject to equipment delivery and acceptance.
22 May 2026
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Ackman Sold Alphabet, Bought Microsoft in Split AI Play

Ackman Sold Alphabet, Bought Microsoft in Split AI Play

Bill Ackman’s Pershing Square sold nearly all its Alphabet shares and bought a $2.09 billion stake in Microsoft, SEC filings show. The fund now holds 5.65 million Microsoft shares and raised its Amazon position by 19%. Alphabet and Amazon both reported strong cloud and AI growth last quarter. Daniel Loeb’s Third Point made opposite moves, cutting Microsoft and adding Alphabet.
22 May 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

AMD stock rises after $10 billion Taiwan AI move targets Nvidia

AMD shares rose 0.4% to $449.59 after the company announced plans to invest over $10 billion in Taiwan’s AI supply chain and begin production of its next EPYC server chip using TSMC’s 2-nanometer process. Amkor said it is working with AMD on advanced chip packaging in Arizona. TSMC’s U.S.-listed shares gained 1.4%, while Nvidia fell 1.8% and Intel slipped 0.4%.
22 May 2026
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Google Stock Eyes Fresh AI Push as Traders Weigh New Risks

Google Stock Eyes Fresh AI Push as Traders Weigh New Risks

Alphabet’s Class A shares fell 0.4% to $387.66 after Google announced new AI features at its I/O conference and faced a European complaint over scam ads. Google said its conversational AI Search has surpassed 1 billion monthly users and is rolling out new AI tools and subscription tiers. Google Cloud revenue jumped 63% to $20 billion last quarter. European groups filed complaints against Google, Meta, and TikTok over scam ads.
22 May 2026
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Workday Catches AI-Focused Investment Attention After Latest Update

Workday Catches AI-Focused Investment Attention After Latest Update

Workday shares jumped 7% in after-hours trading Thursday after the company beat Wall Street estimates with first-quarter revenue of $2.54 billion and adjusted profit of $2.66 per share. Subscription revenue rose 14.3% to $2.35 billion. CEO Aneel Bhusri, who returned in February, said over 4,000 customers now use at least one of Workday’s AI agents, more than double the previous quarter.
21 May 2026
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AI Stocks Rally, Deere Misses Out

AI Stocks Rally, Deere Misses Out

Arm shares surged 16.1% to $298.16, pushing its market value above $300 billion after reporting record revenue and strong data-center growth. Rigetti jumped 30.6% and IBM rose 12.5% following $2 billion in U.S. quantum computing incentives. Nvidia posted record quarterly revenue but slipped 1.8%. Bloom Energy gained 9% as Nebius announced major AI power infrastructure deals.
21 May 2026
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Nebius Shares Surge 15% After $2.6 Billion AI Power Plan Announced

Nebius Shares Surge 15% After $2.6 Billion AI Power Plan Announced

Nebius Group N.V. shares surged 15.6% to $221.72 after announcing a fuel cell power deal with Bloom Energy, securing up to 328 MW of on-site electricity capacity for its AI infrastructure. The agreement could cost Nebius up to $2.6 billion over 10 years. Bloom shares rose 12.2% on the news. Nebius's first-quarter revenue jumped to $399 million from $50.9 million a year earlier.
21 May 2026
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KEEL Surges as Investors Back Keel’s AI Data Center Plans

KEEL Surges as Investors Back Keel’s AI Data Center Plans

Keel Infrastructure shares jumped 7.1% to $4.53 Thursday, nearing a 52-week high, as investors bet on its pivot from crypto mining to AI-focused power infrastructure. Trading volume reached 22.31 million shares, below average. The company reported a wider net loss of $145.35 million for the March quarter on lower revenue and warned its transformation faces risks tied to permits, costs, and competition.
21 May 2026
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FuelCell Energy Shares Surge Again as AI Data Center Bet Drives Wall Street Action

FuelCell Energy Shares Surge Again as AI Data Center Bet Drives Wall Street Action

FuelCell Energy shares soared 23.5% to $24.98 Thursday, extending a rebound as investors targeted fuel-cell firms amid rising AI data center power demand. The company named John Livingston to its board and set its next earnings call for June 8. Peer stocks Bloom Energy, Plug Power, and Nebius also rallied after Bloom and Nebius announced a 328 MW AI infrastructure fuel-cell deal.
21 May 2026
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Applied Digital’s AI Stock Just Hit a Wall After Its $7.5 Billion Win

Applied Digital Jumps After $7.5B AI Lease

Applied Digital shares climbed 17% Thursday after the company signed a $7.5 billion, 15-year AI data-center lease for its Polaris Forge 3 campus. The deal lifts contracted lease revenue to $31 billion, or $73 billion with renewals. Shares reached $46.42, up $6.90, with volume at 18.7 million. Analysts raised price targets but noted risks around execution and customer concentration.
21 May 2026
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IREN Stock Jumps Again as Nvidia AI Bet Keeps Buyers Coming Back

IREN Stock Jumps Again as Nvidia AI Bet Keeps Buyers Coming Back

IREN shares jumped 5.7% to $55.71 on Nasdaq Thursday after the company announced a $3.4 billion Nvidia cloud contract and $3.0 billion in convertible-note financing. Trading volume reached about 19.4 million shares, with a market value near $18.6 billion. The gains came as major indexes fell and Nvidia’s stock slipped after earnings. Investors weighed IREN’s AI expansion against dilution and debt risks.
21 May 2026
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Bloom Energy strikes $2.6 billion AI power deal amid grid bottleneck trade

Bloom Energy strikes $2.6 billion AI power deal amid grid bottleneck trade

Nebius agreed to buy up to $2.6 billion in power capacity and electricity from Bloom fuel-cell systems over 10 years. Bloom shares rose 11.7% and Nebius climbed 16.8% after the announcement. The first project, replacing gas turbines, is expected to deliver 328 megawatts of installed capacity this year. Nebius will use Bloom’s on-site systems to speed up data center deployment.
21 May 2026
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VIDA Global Stock Draws Attention After AI Agent IPO

VIDA Global Stock Draws Attention After AI Agent IPO

VIDA Global shares jumped 81.2% to close at $4.15 Wednesday, then traded at $4.97 pre-market Thursday after volatile early sessions on NYSE American. Founder and CEO Lyle Pratt bought 187,500 shares at the $4 IPO price, SEC filings showed. The company raised $15 million in its IPO last week, selling 3.75 million shares. VIDA reported 2025 revenue of $551,383 and a net loss of $2.9 million.
21 May 2026
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Snowflake Heads Toward $205 BofA Level Before Earnings Next Week

Snowflake Heads Toward $205 BofA Level Before Earnings Next Week

Snowflake shares fell 1.5% to $166.97 in early Thursday trading after Bank of America raised its price target to $205 and reiterated a Buy rating ahead of fiscal Q1 results due May 27. RBC cut its target earlier this week, highlighting ongoing competition in data and AI. Snowflake previously guided for Q1 product revenue of $1.262–$1.267 billion, up 27% year-over-year.
21 May 2026
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Arm jumps in premarket on AI chip hopes

Arm jumps in premarket on AI chip hopes

Arm Holdings shares closed Wednesday at $256.73, up 15.05%, after Bernstein’s David Dai initiated coverage with an outperform rating and a $300 target, citing rising demand for server CPUs driven by agentic AI. The stock touched $259.44 during regular trading. U.S. markets were open; May 21 is not a listed exchange holiday. Arm’s AGI CPU has over $2 billion in expected demand for fiscal 2027 and 2028.
21 May 2026
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FuelCell Energy surges as AI-fueled rally hits again, analysts wary

FuelCell Energy surges as AI-fueled rally hits again, analysts wary

FuelCell Energy shares surged 16.5% to $20.22 Wednesday, rebounding after a two-day selloff. The move tracked a 1.5% gain in the Nasdaq Composite and renewed interest in companies supplying power to AI data centers. FuelCell reported a $26.1 million quarterly loss and a declining backlog, despite higher revenue and new data-center proposals. Peers traded mixed, with Bloom Energy up and Plug Power down.
20 May 2026
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Stock Market Today

  • Northern Dynasty Minerals Q1 2026 Earnings Turnaround and AGM Focus
    May 21, 2026, 9:15 PM EDT. Northern Dynasty Minerals Ltd (TSX:NDM) posted a surprising net income of C$21.13 million in Q1 2026, reversing a C$40.37 million loss a year earlier. This earnings turnaround reflects improved financial health but the company's value hinges on resolving U.S. legal and permitting challenges related to its Pebble Project, a key rare earth metals asset. The upcoming AGM on June 24 in Vancouver will address auditor appointment, director elections, and share option plans amidst activist investor pressure, signaling a governance reset. Share valuations vary widely from C$0.24 to C$2.40, reflecting divergent investor sentiment amid regulatory uncertainties. The results ease near-term funding concerns but the legal overhang remains a critical risk for investors considering Northern Dynasty Minerals.

Latest articles

OpenAI Shares Hype Returns, Still No Ticker in Sight

OpenAI Shares Hype Returns, Still No Ticker in Sight

22 May 2026
OpenAI is preparing to confidentially file for a U.S. IPO, aiming to go public as early as September, sources told Reuters. The move follows a court win against Elon Musk, removing a key legal obstacle. Private-market share prices for OpenAI ranged from $658.94 to $732.38 this month, but no official public price exists. Ordinary investors still cannot buy OpenAI stock on public exchanges.
Estée Lauder Shares Gain as Rumored Deal Fails to Materialize

Estée Lauder Shares Gain as Rumored Deal Fails to Materialize

22 May 2026
Estée Lauder and Spain’s Puig ended merger talks that would have created a $40 billion beauty group. Estée Lauder shares rose about 10% in after-hours trading, closing the regular session at $78.91. The company said it will focus on its turnaround plan and continue reviewing possible acquisitions or divestitures.
WhiteFiber Stock Rips 22% on $160 Million AI Deal. The Test Comes in July

WhiteFiber Stock Rips 22% on $160 Million AI Deal. The Test Comes in July

22 May 2026
WhiteFiber shares jumped 22.2% to $29.55 after announcing a five-year AI compute contract worth over $160 million for a Paris-region deployment using NVIDIA GPU systems. Google Finance showed the stock rising further after hours. The project is backed by planned financing and 12 months of customer prepayments, but funding and execution remain pending. Service is expected to start in July, subject to equipment delivery and acceptance.
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