Today: 28 May 2026
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Artificial Intelligence 27 May 2026 - 28 May 2026

Dell’s AI Run Meets Hurdle as Lenovo and HP Rekindle Hardware Bets

Dell’s AI Run Meets Hurdle as Lenovo and HP Rekindle Hardware Bets

Dell shares traded near $305 late Wednesday, down from an early high of $327.75, ahead of Thursday’s earnings report. Analysts expect fiscal Q1 revenue of $36.18 billion and adjusted EPS of $2.97, just above Dell’s own targets. Dell previously forecast $50 billion in annual AI server revenue and reported $43 billion in backlog. Option markets implied a possible 10% move in the stock by week’s end.
28 May 2026
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AI Fund Lifts Nebius Again After 444% Climb

AI Fund Lifts Nebius Again After 444% Climb

Nebius Group shares rose 11.47% after hours Wednesday following a filing showing Situational Awareness LP and affiliates took a 5.6% stake. The AI cloud company reported Q1 revenue of $399 million, up 684% from last year. Meta agreed in March to buy at least $12 billion in AI computing capacity from Nebius starting in 2027. Shares have climbed about 444% over the past year.
28 May 2026
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Everpure Tops Estimates But Shares Slip as AI Drives Up Storage Costs

Everpure Tops Estimates But Shares Slip as AI Drives Up Storage Costs

Everpure shares fell 2.8% to $85.74 after the company reported first-quarter revenue up 35% to $1.05 billion, beating estimates. Product revenue rose 55% to $577 million, and adjusted earnings reached 47 cents a share, above forecasts. The company raised its fiscal 2027 outlook but faces margin pressure from higher memory and component costs. Everpure completed its rebrand from Pure Storage and closed its 1touch acquisition.
28 May 2026
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HP Shares Trade Choppy After Earnings Beat on AI PC Bets

HP Shares Trade Choppy After Earnings Beat on AI PC Bets

HP Inc. reported fiscal Q2 revenue of $14.4 billion, up 9%, and adjusted earnings of 86 cents per share, beating analyst estimates. Shares rose 4.4% in regular trading and briefly jumped 15% after hours. PC revenue climbed 13% to $10.2 billion, though total PC units shipped fell 7%. HP trimmed the top end of its full-year adjusted profit outlook, citing rising memory and storage costs.
28 May 2026
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Salesforce Tops Estimates, But Stock Dips as AI Concerns Return

Salesforce Tops Estimates, But Stock Dips as AI Concerns Return

Salesforce issued second-quarter revenue guidance below Wall Street estimates, sending shares down 0.8% to $177.51 after hours. First-quarter revenue reached $11.13 billion, beating forecasts, while Agentforce and Data 360 annual recurring revenue doubled to nearly $3.4 billion. The stock is down almost 33% in 2026. Investors remain cautious over AI’s impact on future growth.
27 May 2026
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Snowflake shares rise on $6 billion AWS deal, driven by AI cloud demand

Snowflake shares rise on $6 billion AWS deal, driven by AI cloud demand

Snowflake raised its fiscal 2027 product revenue outlook to $5.84 billion after first-quarter product revenue rose 34% to $1.33 billion. The company signed a $6 billion, five-year cloud infrastructure deal with Amazon Web Services focused on Graviton chips and AI. Shares jumped 29% after hours. Snowflake reported a GAAP net loss of $295.6 million for the quarter.
27 May 2026
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Dow Jones Falls as Bond Yields Signal Trouble for Bulls

Dow Jones Closes at Record as Oil Sinks; AI Stocks Pause

The Dow Jones Industrial Average closed at a record 50,650.76, up 189.08 points, driven by gains in healthcare and consumer stocks as tech shares slipped. Oil prices fell sharply, with Brent crude down 4.6% to $92.25 a barrel. Airlines and cruise lines rose on lower fuel costs. The S&P 500 and Nasdaq posted only slight gains, while chip stocks retreated.
27 May 2026
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Meta Stock Pops as Paid AI Plans Hand Investors a Fresh Growth Story

Meta Stock Pops as Paid AI Plans Hand Investors a Fresh Growth Story

Meta shares rose about 3.9% to $636.43 late Wednesday after the company began rolling out paid subscription tiers for Instagram, Facebook, WhatsApp, and Meta AI. Bloomberg reported new Meta AI chatbot plans at $7.99 and $19.99 per month. The move comes as Meta projects 2026 capital expenditures of up to $145 billion to build AI infrastructure. The stock outperformed other ad-driven tech peers in late trading.
27 May 2026
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Cipher Digital Shares Jump Close to All-Time High as Wall Street Watches AI Data-Center Push

Cipher Digital Shares Jump Close to All-Time High as Wall Street Watches AI Data-Center Push

Cipher Digital Inc. shares jumped 9.5% to $25.21 on Wednesday, nearing a 52-week high as trading volume surged and market cap hit $10.2 billion. The stock rose after updates on new AI data center leases and a $200 million credit facility, despite first-quarter revenue falling to $34.8 million and net loss widening to $114.3 million. Total debt stood at $5.2 billion at March 31.
27 May 2026
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Apple Breaks $300 Line; Investors Watch What’s Next Beyond the iPhone

Apple Stock Gets AI Boost Ahead of WWDC

Apple shares rose 0.8% to $310.71 Wednesday, lifting its market cap near $4.58 trillion, as investors focused on iPhone and services strength ahead of June’s Worldwide Developers Conference. BofA raised its price target to $380, citing potential AI-driven revenue. Microsoft and Nvidia fell while Alphabet gained. Apple trades at about 37.6 times earnings, raising stakes for upcoming AI announcements.
27 May 2026
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Keel Infrastructure Shares Pop Again, Traders Watch KEEL’s AI Play

Keel Infrastructure Shares Pop Again, Traders Watch KEEL’s AI Play

Keel Infrastructure shares rose 7.99% to $5.54 on Nasdaq as of 3:01 p.m. EDT, with volume at 39.2 million. The company reported $533 million in liquidity but saw first-quarter revenue fall 23% to $37 million and operating loss widen to $98 million. Keel recently rebranded from Bitfarms after moving its base to the U.S. in April. Investors are trading the stock as an AI data center and power infrastructure play.
27 May 2026
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Hoth Therapeutics Stock Explodes As Rocket One Ticker Change Puts Tiny Biotech Into Space-AI Trade

Hoth Therapeutics Stock Explodes As Rocket One Ticker Change Puts Tiny Biotech Into Space-AI Trade

Hoth Therapeutics shares jumped 71% to $1.21 in heavy trading after the company said it will change its name to Rocket One Inc. and switch its Nasdaq ticker to RKTO on May 28. The firm will shift focus from biotech to space, defense, and nanomagnetic AI chips, with legacy drug programs moving to a subsidiary. Hoth reported no revenue and a $2.7 million net loss last quarter.
27 May 2026
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IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Shares Jump After $1.6 Billion Dell Agreement Puts Focus on AI Revenue Target

IREN Limited shares rose 9.4% to $65.42 after the company announced a $1.6 billion deal to buy Dell hardware for its Texas data center. The agreement aims to speed up deployment of Nvidia Blackwell systems for AI customers, with commissioning set for early 2027. Volume topped 44 million shares, pushing market cap to $21.8 billion. IREN expects annualized run-rate revenue to reach $4.4 billion after installation.
27 May 2026
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Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital Hits 1 GW in AI Contracts, Faces Next Test

Applied Digital shares hovered near $45.25 Wednesday after the company signed a 15-year, $7.5 billion lease for 300 MW at its Polaris Forge 3 AI data center. The deal pushed total contracted lease revenue to $31 billion and capacity to 1,200 MW. Intraday trading volume neared 10 million shares. Investors remain focused on execution risks, including power and construction timelines.
27 May 2026
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AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

Roundhill Memory ETF (DRAM) reached $10 billion in assets in 50 days, the fastest ETF to hit that milestone. The fund, up 87% since its April 2 launch, has seen heavy inflows as investors target memory-chip makers like Micron, Samsung, and SK Hynix amid an AI-driven chip shortage. Micron and SK Hynix both briefly crossed $1 trillion in market value this week. Filings for a 2x leveraged version are underway.
27 May 2026
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Stock Market Today

  • Asian Stocks Dip on Uncertain US-Iran Deal Signals; Oil Rises
    May 27, 2026, 9:10 PM EDT. Asian stocks slipped from recent record highs following mixed signals from the United States and Iran regarding potential peace negotiations to end ongoing conflict, raising investor concerns about regional stability. Meanwhile, crude oil prices gained, reflecting market nervousness about supply disruptions amid geopolitical tensions. The market reaction underscores how political uncertainty continues to influence global financial markets, particularly energy sectors. Traders remain cautious as they monitor developments closely, balancing hopes for diplomatic progress against risks of escalating conflict.

Latest articles

Wall Street After-Hours Signals Following Record Highs

Wall Street After-Hours Signals Following Record Highs

28 May 2026
The Dow, S&P 500, and Nasdaq closed at record highs Wednesday, with the Dow up 182.60 points to 50,644.28. Snowflake shares surged after hours on a raised outlook and a $6 billion AWS deal, while Salesforce fell on a weaker revenue forecast. Oil prices rebounded as U.S.-Iran tensions rose. Major ETFs traded mixed in late action.
ServiceNow Skips Software Drop as Traders Watch

ServiceNow Skips Software Drop as Traders Watch

28 May 2026
ServiceNow shares rose 2.2% to $102.12 Wednesday, outperforming software peers as investors responded to signs of steady enterprise demand. Oppenheimer reaffirmed its Outperform rating and $130 target after a customer survey. The stock remains well below last year’s peak despite the rebound. Roughly 28.5 million shares traded, with a market cap near $106.2 billion.
No Leis for Hawaiian Flight Attendants as Alaska Merger Strain Grows

No Leis for Hawaiian Flight Attendants as Alaska Merger Strain Grows

28 May 2026
About 250 Hawaiian Airlines flight attendants based in Seattle must stop wearing leis, flowers, and aloha shirts on Alaska-branded Boeing 787 flights under new uniform rules. The change comes as Alaska Air Group merges operations and expands long-haul routes from Seattle to cities like Rome and London. Alaska and Hawaiian continue as separate brands but now share systems and a single FAA operating certificate.
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