Today: 15 May 2026
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Artificial Intelligence 14 May 2026 - 15 May 2026

Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft Stock Rises As AI Trade Reignites: Why MSFT Shares Moved Today

Microsoft shares rose 1.04% to $409.43 on Thursday as investors favored large tech stocks amid record highs for the S&P 500 and Nasdaq. Microsoft reported March-quarter revenue up 18% to $82.9 billion, with Azure and cloud services up 40%. The company expects $190 billion in capital expenditures this year, well above analyst estimates. Microsoft is also exploring AI startup deals as it reassesses its reliance on OpenAI.
15 May 2026
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Rackspace Stock Jumps 26% As AMD AI Deal Tests RXT Turnaround Story

Rackspace Stock Jumps 26% As AMD AI Deal Tests RXT Turnaround Story

Rackspace shares surged 26.34% to close at $7.29 on Thursday, hitting a 52-week high of $7.65 before slipping to $7.15 after hours. The rally followed first-quarter profit and a memorandum with AMD to build AI infrastructure, though the company still reported a non-GAAP loss and uneven segment growth. Trading volume topped 39 million shares. Analyst Keith Bachman maintained a Hold rating with a $5 target.
14 May 2026
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Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

Datavault AI Inc. shares rose to $0.5861 on volume topping 65 million ahead of Friday’s first-quarter earnings call, following a $60 million stock offering and plans for a GPU edge network rollout. CEO Nathaniel Bradley and CFO Brett Moyer will present at 8:30 a.m. ET. An amended SEC filing showed Bradley and his spouse received LTIP shares vesting through 2029. The Senate Banking Committee advanced the CLARITY Act on crypto regulation Thursday.
14 May 2026
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Digi Power X Stock Slides Before Earnings as $1.1 Billion AI Deal Faces First Test

Digi Power X Stock Slides Before Earnings as $1.1 Billion AI Deal Faces First Test

Digi Power X shares fell 14% to $7.28 in heavy trading Thursday ahead of its first-quarter results and operations update due May 15. Investors are focused on its $1.1 billion, 10-year AI data-center deal with Cerebras and a $19.6 million SubQ AI GPU rental contract launching Friday. The company also expanded its at-the-market share-sale program to $175 million.
14 May 2026
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Blackstone’s $1.75 Billion BXDC IPO Opens Flat as AI Data Center Bet Faces First Test

Blackstone’s $1.75 Billion BXDC IPO Opens Flat as AI Data Center Bet Faces First Test

Blackstone Digital Infrastructure Trust opened at $20 in its NYSE debut Thursday, matching its IPO price after raising $1.75 billion. The trust has not yet acquired any data center assets, making it a “blind pool.” Blackstone aims to invest in newly built, leased data centers for large tech tenants. The offering is expected to close May 15.
14 May 2026
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TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC raised its 2030 global semiconductor market forecast to over $1.5 trillion, up from $1 trillion, citing surging AI demand. AI and high-performance computing are projected to make up 55% of the market. Nvidia, AMD, and Broadcom have exhausted available TSMC 3-nanometer capacity. TSMC is expanding advanced manufacturing and packaging, with new fabs in Taiwan, the US, and Japan.
14 May 2026
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MARA Holdings Stock Jumps As $1.5 Billion Bitcoin Sale Puts AI Bet In Focus

MARA Holdings Stock Jumps As $1.5 Billion Bitcoin Sale Puts AI Bet In Focus

MARA shares rose 5.8% to $13.49 in midday Nasdaq trading Thursday after the company sold 20,880 bitcoin in Q1, cutting holdings to 35,303 BTC. Quarterly revenue fell 18% to $174.6 million, with net loss widening to $1.26 billion on lower bitcoin prices. MARA plans a $1.5 billion acquisition of Long Ridge Energy & Power to expand into AI and high-performance computing.
14 May 2026
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Broadcom Stock Hits Record Before June 3 Earnings as Wall Street Bets AI Has More Room to Run

Broadcom Stock Hits Record Before June 3 Earnings as Wall Street Bets AI Has More Room to Run

Broadcom shares rose 4.6% to $436.03 midday Thursday, hitting a record after analyst price target hikes and ahead of its June 3 earnings report. The company previously guided for $22 billion in fiscal Q2 revenue, up 47% year-over-year, with AI chip sales driving growth. Market value topped $2.1 trillion. Broadcom’s partnership with OpenAI targets custom AI accelerator deployments starting in late 2026.
14 May 2026
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IREN Stock Rises as $2.6 Billion Debt Deal Tests Its Nvidia AI Ambitions

IREN Stock Rises as $2.6 Billion Debt Deal Tests Its Nvidia AI Ambitions

IREN Limited shares climbed 4.7% to $57.75 in New York after the company priced $2.6 billion in 1.00% convertible senior notes due 2033, up from a $2 billion plan. The offering, expected to close May 14, follows a $3.4 billion AI cloud services contract and a strategic partnership with Nvidia. IREN reported a $247.8 million net loss for the March quarter. JPMorgan raised its price target to $46 but maintained an Underweight rating.
14 May 2026
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Cisco Stock Surges as AI Orders Boom and Nearly 4,000 Jobs Face Cuts

Cisco Stock Surges as AI Orders Boom and Nearly 4,000 Jobs Face Cuts

Cisco shares jumped as much as 22% in premarket trading after the company raised its sales forecast and announced a restructuring focused on AI. Cisco reported $15.8 billion in third-quarter revenue and raised its full-year outlook, while planning to cut fewer than 4,000 jobs. The company said it has taken $5.3 billion in AI infrastructure orders from hyperscalers so far in fiscal 2026. Restructuring costs are expected to reach $1 billion before tax.
14 May 2026
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Forgent Power Stock Jumps After Record Orders Put AI Power Demand Back in Focus

Forgent Power Stock Jumps After Record Orders Put AI Power Demand Back in Focus

Forgent raised its fiscal 2026 revenue forecast to $1.35 billion–$1.39 billion after third-quarter bookings surged 308% to $867 million, more than double revenue for the period. Backlog reached $1.98 billion at March 31, up 157% from a year earlier. Net income rose to $24.5 million from $8.4 million. Shares climbed $2.51 to $45.52 in premarket trading.
14 May 2026
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Ondas Stock Jumps After Big Q1 Revenue Beat, With Datavault AI Earnings Next

Ondas Stock Jumps After Big Q1 Revenue Beat, With Datavault AI Earnings Next

Ondas Inc. raised its 2026 revenue target to at least $390 million after first-quarter revenue jumped to $50.1 million, beating both its own and Wall Street estimates. Shares rose 14% in premarket trading. The company posted an operating loss of $42.7 million, while net income was boosted by a $389.5 million non-cash gain. Pro forma backlog reached $457 million at quarter’s end.
14 May 2026
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Apple Backs Google in EU AI Fight as iPhone Rules Loom

Apple Backs Google in EU AI Fight as iPhone Rules Loom

Apple warned the European Commission that proposed EU rules forcing Google’s Android to open core features to rival AI assistants could endanger privacy, security, and device performance. The Commission’s feedback period closed Wednesday, with a final decision expected by July 27. Apple argued the measures could set a precedent for its own platforms. Google also opposes the plan, calling it an “unwarranted intervention.”
14 May 2026
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Alphabet’s $60 Billion AI Debt Sprint Puts Google Stock Back in Focus

Alphabet’s $60 Billion AI Debt Sprint Puts Google Stock Back in Focus

Alphabet is preparing its first yen-denominated bond sale, expected to raise several hundred billion yen, as part of a broader funding push for AI expansion. The company has lifted its 2026 capex forecast to $180–$190 billion and could reach $60 billion in total new debt across currencies this year. Google Cloud revenue rose 63% to $20 billion last quarter. EU regulators continue to press Google under the Digital Markets Act.
14 May 2026
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Richtech Robotics Stock Jumps 10% Before Chicago Robot Demos as AI Service-Robot Bet Faces Test

Richtech Robotics Stock Jumps 10% Before Chicago Robot Demos as AI Service-Robot Bet Faces Test

Richtech Robotics shares jumped 9.7% to $2.82 on Wednesday, with trading volume reaching 28.8 million ahead of live robot demonstrations at the National Restaurant Association Show in Chicago. The company reported an 8.8% drop in quarterly revenue to $1.147 million and a net loss of $8.4 million. Richtech remains small and unprofitable as it shifts focus to recurring revenue models.
14 May 2026
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Alibaba Stock Jumps as Bigger AI Cloud Bet Overshadows Profit Squeeze

Alibaba Stock Jumps as Bigger AI Cloud Bet Overshadows Profit Squeeze

Alibaba said it will exceed its 380 billion yuan AI investment plan after cloud revenue rose 38% to 41.63 billion yuan in the March quarter. Operating profit swung to a loss of 848 million yuan from a 28.47 billion yuan profit a year earlier. U.S.-listed shares rose as investors focused on AI growth despite the profit squeeze. AI-related products made up 30% of external cloud revenue.
14 May 2026
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Robo.ai NeuroStream Launch: Why AIIO’s 100% Stock Surge Is Under Scrutiny

Robo.ai NeuroStream Launch: Why AIIO’s 100% Stock Surge Is Under Scrutiny

Robo.ai said Neurovia AI released NeuroStream, a platform that compressed a 5.5GB 4K video to 278MB in internal tests. Robo.ai agreed to buy Neurovia for $100 million in stock, with closing due by June 16. Shares traded at $2.61, valuing the company at $48.33 million. Robo.ai’s 2025 report showed net revenue down 92% to $1 million and a $167.6 million net loss.
14 May 2026
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Stock Market Today

  • Take-Two Stock Surges Over 6% on GTA 6 Preorder Rumors
    May 14, 2026, 9:10 PM EDT. Take-Two Interactive's shares surged over 6% following reports that preorders for the highly anticipated game GTA 6 could start May 18. The stock jumped to $242, adding more than $2 billion in market value. Investors view this as a sign of confidence that the game will meet its November 19 release date after previous delays. Despite a 4% drop earlier this year due to concerns over AI technology impacting game development, excitement over GTA 6's marketing push and preorder prospects is driving renewed momentum. Rockstar Games' parent company has yet to confirm preorder details officially. GTA 6 will launch on PlayStation 5 and Xbox Series X|S, excluding PC at release as it is not considered a core market.

Latest articles

US Stock Market Today After Hours: Why the Dow Reclaimed 50,000 as AI Stocks Drove Wall Street Higher

US Stock Market Today After Hours: Why the Dow Reclaimed 50,000 as AI Stocks Drove Wall Street Higher

15 May 2026
The Dow closed above 50,000 for the first time Thursday, rising 370 points as AI-driven gains lifted U.S. stocks to record highs. Cisco surged after raising its revenue outlook and announcing $9 billion in AI infrastructure orders, while Nvidia jumped 4.4% on U.S. approval to sell chips to China. Cerebras Systems soared 68% in its market debut. Not all chipmakers advanced, with Qualcomm, Intel, Sandisk, and Micron falling sharply.
Xanadu Quantum Technologies Stock Gets Its First Public Earnings Test—and Losses Still Rule

Xanadu Quantum Technologies Stock Gets Its First Public Earnings Test—and Losses Still Rule

15 May 2026
Xanadu Quantum Technologies reported first-quarter revenue of $2.8 million, up from $0.7 million a year earlier, but net loss widened to $20.6 million. Shares rose 1.9% to $15.13 in late U.S. trading before falling over 3% after hours. The company ended March with $272.5 million in cash and plans a $300 million at-the-market facility. Xanadu began trading on Nasdaq and TSX under XNDU on March 27.
Sidus Space Stock Jumps After Q1 Revenue Rises 51%, But Losses Still Loom

Sidus Space Stock Jumps After Q1 Revenue Rises 51%, But Losses Still Loom

15 May 2026
Sidus Space reported first-quarter revenue of $359,000, up 51% from a year earlier, and a net loss of $5.2 million, narrowing from $6.4 million. Shares rose about 12% after results. Cash stood at $27.3 million at March 31, down from $43.2 million at year-end. The company raised $58.5 million in a direct share offering after the quarter closed.
Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

Google Stock Just Hit a Record. Why Alphabet Shares Slipped Anyway

15 May 2026
Alphabet Class A shares fell 0.4% to $401.07 on Thursday, pausing after a record run even as the S&P 500 and Nasdaq hit new highs. Investors weighed Google’s AI and cloud gains against persistent interest-rate concerns, with profit-taking outweighing news of a new robotics partnership with Fanuc. Alphabet’s market value stood near $4.86 trillion. Google Services revenue rose 16% last quarter, while Google Cloud jumped 63%.
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