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Artificial Intelligence 12 May 2026 - 13 May 2026

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s U.S. ADRs rose 1.02% to $136.15 in early premarket trading Wednesday, after closing down 1.84% at $134.78 ahead of fiscal fourth-quarter results due before the U.S. open. Revenue is expected to rise to 282.44 billion yuan, but net profit is projected to fall to 11.71 billion yuan. Investors remain cautious as AI and cloud spending weigh on margins.
Digi Power X Stock Jumps as Investors Price the AI Data-Center Pivot Before Q1 Update

Digi Power X Stock Jumps as Investors Price the AI Data-Center Pivot Before Q1 Update

Digi Power X Inc. shares traded near $9 in early premarket Wednesday after closing at $8.39, up nearly 13%. The move follows a 10-year, $1.1 billion AI data-center deal with Cerebras Systems and anticipation of Friday’s Q1 results. Volume surged to 21 million shares Tuesday. Investors are watching for proof that new AI contracts will generate real revenue.
Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Nebius Group shares rose 3.53% to $185.42 in early extended trading after a 3.76% drop Tuesday, ahead of its Q1 earnings release. The company broke ground on a gigawatt-scale AI factory in Missouri and announced a technology deal with Clarifai’s founder and team. NBIS is up 32.79% in the past month and 454.18% over the past year. Investors are weighing rapid expansion against ongoing losses and heavy capital spending.
Rackspace’s AI Rally Turns Into a Test of Debt, Deals and Short-Squeeze Momentum

Rackspace’s AI Rally Turns Into a Test of Debt, Deals and Short-Squeeze Momentum

Rackspace Technology shares closed at $6.33, up 34.97%, with trading volume tripling the average after a new AI cloud deal with AMD. The stock surged from a $4.79 open, peaking at $6.34, before slipping to $6.20 after hours. Q1 results showed revenue up 2% to $678 million and a swing to $8 million net income. Short covering contributed to the sharp move as 24.55% of shares were held short.
Tesla Stock Falls as Hot Inflation and Robotaxi Doubts Test the AI Premium

Tesla Stock Falls as Hot Inflation and Robotaxi Doubts Test the AI Premium

Tesla shares fell 2.7% to $433.45 after U.S. inflation data pushed Treasury yields higher and Reuters reported long waits and spotty robotaxi service in Texas. The stock swung from a high of $447.56 to a low of $422.39. Tesla’s valuation remains near $1.53 trillion, with a price-to-earnings ratio close to 398. Management cited cautious robotaxi rollout and increased 2026 capital spending above $25 billion.
Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple shares rose 0.4% to $293.85 at midday Tuesday, outperforming Microsoft, Alphabet and Nvidia, which traded lower. The stock gained after record March-quarter results, a $100 billion buyback, and anticipation for AI announcements at WWDC. The S&P 500 fell 0.9% and Nasdaq dropped 1.6% as inflation rose 3.8% in April. Apple reported $111.2 billion in quarterly revenue and raised its dividend to $0.27 per share.
Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally

Tesla’s AI premium hits a real-world check as shares reverse from China-FSD rally

Tesla shares fell 3.9% to $427.60 by midday Tuesday after April inflation data came in hotter than expected and Reuters reported slow progress in Tesla’s Texas robotaxi rollout. The stock had surged in recent days on optimism over AI and China, but concerns about execution and valuation resurfaced. Reuters tests found long waits and limited robotaxi availability in Austin, with about 50 Tesla vehicles versus over 250 for Waymo.
The AI Memory ETF That Beat Bitcoin Mania Just Hit $6.5 Billion in 36 Days

The AI Memory ETF That Beat Bitcoin Mania Just Hit $6.5 Billion in 36 Days

Roundhill Investments’ Memory ETF, trading as DRAM, has reached $6.5 billion in assets just 36 days after launch, fueled by investor demand for AI memory chip exposure. The fund, recently down 4.8% at $52.44, is heavily weighted toward Samsung, SK Hynix, and Micron. A leveraged version has been filed with the SEC. DRAM has drawn over $150 million in retail net buying this month, outpacing flows into Nvidia and Micron.
Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco Stock Near a Record High as AI Orders Set Up a Tough Earnings Test

Cisco shares closed at $98.72 Monday, up 2.23%, ahead of fiscal Q3 results due after the close May 13. Polymarket contracts show traders giving 94% odds Cisco beats $1.04 in adjusted EPS, and 69% odds hyperscaler AI orders top $2 billion, though volumes are thin. Options data imply a 5.8% post-earnings move. Investors are watching whether AI infrastructure demand offsets margin pressure.
FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy Stock Hits 52-Week High as AI Data Center Power Bets Lift FCEL

FuelCell Energy shares surged 16.35% to a 52-week high of $15.94 Monday, with trading volume tripling the average, as investors bet on fuel cells for powering AI data centers. The company reported Q1 revenue of $30.5 million and a net loss of $26.1 million. FuelCell’s backlog fell to $1.17 billion, and management outlined plans to expand factory capacity in Connecticut. Plug Power and Bloom Energy shares also rose sharply.
Google Finance AI Launches Across Europe: The New Market Tools Investors Can Use Now

Google Finance AI Launches Across Europe: The New Market Tools Investors Can Use Now

Google launched its AI-powered Google Finance across Europe this week, adding local-language support and features like AI research, advanced charting, and live earnings calls. The rollout expands the service beyond the U.S., as rivals and regulators focus on AI in financial data. Google says Deep Search and other AI tools are now available to European users in multiple languages.
WORK Medical Technology Group Stock Triples After AI BioToken Deal — What Investors Need to Know

WORK Medical Technology Group Stock Triples After AI BioToken Deal — What Investors Need to Know

WORK Medical Technology Group’s Nasdaq-listed shares surged 206% Monday to $3.92 after announcing an AI partnership with Shanghai Novabioplus Biotechnology. The stock swung between $0.19 and $4.09 before falling 48% in early Tuesday premarket. The companies plan to develop AI-driven models for protein and biological data but disclosed no financial terms or customer details.
Babcock & Wilcox Stock Surges as AI Power Orders Fuel a 44% Revenue Jump

Babcock & Wilcox Stock Surges as AI Power Orders Fuel a 44% Revenue Jump

Babcock & Wilcox reported first-quarter revenue of $214.4 million, up 44% from a year earlier, and booked $2.5 billion in new work, pushing backlog to $2.7 billion. Shares jumped about 30% to $18.91 despite a wider net loss of $79.6 million, mainly due to non-cash stock costs. The company cited strong demand from AI data centers and signed a $2.4 billion deal to build four power plants for Base Electron.
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Stock Market Today

  • Eos Energy and Cerberus Capital Announce $1.5B Insurance and $100M Equity for US Grid Battery Expansion
    May 13, 2026, 8:03 AM EDT. Eos Energy (NASDAQ: EOSE) and Cerberus Capital Management have launched Frontier Power USA, targeting long-duration battery storage development with a 2 GWh capacity reservation. A notable element is a 15-year technology performance insurance policy providing up to $1.5 billion coverage. Cerberus commits $100 million equity as an anchor investor. Eos plans a rights offering worth $150 million for its stake, allowing existing shareholders to maintain proportional ownership, pending approvals. The deal aims to separate project financing from Eos' corporate balance sheet, enabling extensive future developments. However, the offering poses dilution risks for shareholders unwilling to participate, and Cerberus is expected to gain controlling equity. Eos shares surged by over 38%, reflecting positive market reaction.

Latest articles

Copper Price Nears Record High As Supply Crunch And AI Demand Drive $14,000 Rally

Copper Price Nears Record High As Supply Crunch And AI Demand Drive $14,000 Rally

13 May 2026
Copper prices on the London Metal Exchange rose above $14,000 a ton, nearing January’s record, as supply concerns mounted over Freeport-McMoRan’s Grasberg mine and sulfuric acid shortages. Comex copper futures in New York hit a record $6.6455 a pound. Chinese refined copper output dropped 3% in April. Freeport said Grasberg should return to full production by end-2027, despite earlier confusion over possible delays.
Broadwind Stock Doubles as Wind Exit Turns Into a Power-Generation Repricing

Broadwind Stock Doubles as Wind Exit Turns Into a Power-Generation Repricing

13 May 2026
Broadwind shares jumped 117% to $4.41 Tuesday after Q1 results showed a $0.02 per-share loss, beating forecasts, and $34.06 million in revenue. The company reported $37.4 million in new orders and highlighted a shift from wind towers to gas-turbine and power-infrastructure work. Early Wednesday premarket trading held near $4.40. Broadwind recently sold its Abilene, Texas, facility for up to $19.5 million.

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Micron Stock Today: AI Memory Bounce Meets China Trade Hope and a Crowded Chart

Micron Stock Today: AI Memory Bounce Meets China Trade Hope and a Crowded Chart

13 May 2026
Micron Technology traded up 5.93% premarket to $812.06 after closing Tuesday down 3.61%. The rebound follows dip-buying in semiconductors, BofA’s price target hike to $950, and CEO Mehrotra’s inclusion in Trump’s China delegation. Micron reported Q2 revenue of $23.86 billion, nearly triple last year, and guided Q3 revenue to $33.5 billion with 81% gross margin.
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