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Artificial Intelligence 29 May 2026 - 30 May 2026

Vistra Shares Close Out Turbulent Week as Market Watches AI-Driven Power Demand

Vistra Shares Close Out Turbulent Week as Market Watches AI-Driven Power Demand

Vistra Corp. closed Friday at $160.23, down 0.03% for the day but up 2.5% for the shortened holiday week. Senior vice president Margaret Montemayor sold 5,000 shares at $164.96 each on May 27, leaving her with 14,360 shares. First-quarter net income reached $1.03 billion, with 2026 EBITDA guidance unchanged. Investors remain focused on Vistra’s data center electricity supply.
Axon Stock’s 16% Week Puts Its AI Drone Bet Back On Wall Street’s Radar

Axon Stock’s 16% Week Puts Its AI Drone Bet Back On Wall Street’s Radar

Axon Enterprise shares closed at $448.72 Friday, up 16.5% for the week after a sharp two-day rally. First-quarter revenue jumped 34% to $807 million, with AI product revenue up over 700% and counter-drone revenue up more than 300%. Axon raised its full-year revenue growth forecast to 30–32%. Wall Street remains divided, with analyst targets ranging from $440 to $662.
NextEra Preps for Reopen on Dominion, Dividend, and AI Power News

NextEra Preps for Reopen on Dominion, Dividend, and AI Power News

NextEra Energy shares closed at $87.01 Friday, down 0.28%, capping a 1.74% weekly loss as its $66.8 billion acquisition of Dominion Energy remains pending. Dominion shareholders would receive 0.8138 NextEra shares per Dominion share, with NextEra holders owning about 74.5% of the combined utility. The deal faces shareholder and regulatory approvals. U.S. stock markets had a shortened week due to the Memorial Day holiday.
Credo Stock’s AI Rally Faces A Crucial Monday After Fresh 6% Gain

Credo Stock’s AI Rally Faces A Crucial Monday After Fresh 6% Gain

Credo Technology Group shares rose 6.15% to $236.03 on Friday, up 8.1% for the week, ahead of its earnings report due after markets close Monday. The company completed its acquisition of DustPhotonics on Thursday, expanding its optical networking portfolio. Analysts expect quarterly earnings of $1.03 per share on $430.08 million revenue. U.S. markets are closed for the weekend.
Vertiv shares trailed AI boom with new test ahead

Vertiv shares trailed AI boom with new test ahead

Vertiv Holdings closed Friday at $315.71, down 3.6% for the week despite a late-session rebound. The stock lagged broader AI gains as the S&P 500 rose 1.4% and the Nasdaq climbed 2.4%. Vertiv’s first-quarter net sales jumped 30% to $2.65 billion, with Americas organic sales up 44%. The company now forecasts 2026 net sales of $13.5–$14.0 billion and EPS of $6.30–$6.40.
Constellation Energy Stock Slipped for the Week — One AI Power Trigger Could Decide What Comes Next

Constellation Energy Stock Slipped for the Week — One AI Power Trigger Could Decide What Comes Next

Constellation Energy shares closed at $287.75 on May 29, up 0.5% for the day but down 2.1% from the prior week after a sharp midweek drop. The company reported first-quarter adjusted operating earnings of $2.74 per share and reaffirmed 2026 guidance of $11–$12. A regulatory decision on restarting the former Three Mile Island plant could come by July, tied to a Microsoft contract. Analyst consensus remains “Buy” with a $368.02 average target.
SLB Stock Drops From 52-Week High as Traders Eye AI Deal

SLB Stock Drops From 52-Week High as Traders Eye AI Deal

SLB shares closed at $54.55 Friday, down 1% and marking a third straight loss after hitting a 52-week high of $58.82 earlier in the week. The company agreed to acquire software firm Tachyus and expanded its digital partnership with Vår Energi. Oilfield-services stocks, including Halliburton and Baker Hughes, also declined. Investors remain focused on oil prices and Middle East risks.
Ciena drops 13% after earnings surprise as AI network demand meets mixed market reaction

Ciena drops 13% after earnings surprise as AI network demand meets mixed market reaction

Ciena shares closed Friday at $580.23, down 0.6% for the week ahead of its June 4 earnings release. Options imply a 13% swing on results, with analysts forecasting Q2 EPS of $1.45 on $1.5 billion revenue. The stock is up over 140% in 2024, driven by AI data center demand. Morgan Stanley kept its Equalweight rating, citing possible margin pressure despite strong sales.
Accenture Shares Pop; AI Spending Still in Focus

Accenture Shares Pop; AI Spending Still in Focus

Accenture shares surged 4.86% Friday to $187.07 on heavy volume, capping a 4.37% weekly gain after a recent slump. The stock remains down 29.27% for 2026 and sits 41.86% below its 52-week high. Accenture and Mitsubishi Chemical launched a Tokyo joint venture focused on AI, with 255 staff and Mitsubishi holding 81%. CEO Julie Sweet reported $18 billion in revenue and $22.1 billion in bookings for the latest period.
Ford Shares Jump 17% This Week on AI Bet, Test Ahead

Ford Shares Jump 17% This Week on AI Bet, Test Ahead

Ford shares rose 4.74% to $17.44 Friday, capping a 16.8% surge over four sessions, with volume hitting 154.23 million shares. The rally follows news of a Ford Energy deal to supply up to 20 GWh of battery storage to EDF over five years and analyst upgrades. Ford outperformed GM and Tesla, which both fell Friday. Wall Street is watching for more deals and signs Ford’s energy unit can deliver steady earnings.
Asia Shares Rally in Early June, AI Hype Lifts Market Despite Fresh Inflation Risks

Asia Shares Rally in Early June, AI Hype Lifts Market Despite Fresh Inflation Risks

Japan’s Nikkei 225 surged 2.53% to 66,329.50 on Friday, while India’s Sensex fell 1.44% and Shanghai slipped 0.73%. Foxconn jumped 9.9% after upbeat comments from its chairman. Taiwan raised its 2026 GDP growth outlook to 9.64%, citing AI and tech exports. South Korea’s KOSPI has climbed nearly 90% this year, prompting its pension fund to boost domestic stock targets.
US stocks notch new highs with AI trade still in focus

US stocks notch new highs with AI trade still in focus

The S&P 500, Dow, and Nasdaq closed at record highs Friday, fueled by a 32.8% surge in Dell after strong AI server sales and outlook. Dell’s gains lifted server stocks, with HPE up 12.7% and Super Micro up 11.6% in after-hours trading. Oil prices fell about 1.7%, while Alphabet, Costco, and Walmart declined. The Fed’s preferred inflation gauge rose 3.8% year-over-year.
Palantir Jumps 9% as AI Software Stocks Face Next Test

Palantir Jumps 9% as AI Software Stocks Face Next Test

Palantir shares rose 9.2% to $156.54 Friday, marking their strongest two-day rally since April 2025. The move followed upbeat AI-driven results from Dell and Snowflake, with Palantir raising its 2026 revenue outlook to as much as $7.66 billion. First-quarter revenue jumped 85% to $1.63 billion, beating estimates. Palantir’s price-to-earnings ratio reached 176, far above most peers.
Palo Alto Networks Reaches All-Time High Ahead of Results as AI Security Rally Drives Wall Street

Palo Alto Networks Reaches All-Time High Ahead of Results as AI Security Rally Drives Wall Street

Palo Alto Networks shares surged 9.3% to a record $281.69 Friday, with trading volume doubling ahead of third-quarter earnings set for June 2. The company closed its Portkey acquisition and joined a new NATO cyber partnership this week. Several analysts raised their price targets, citing AI-linked growth and strong subscription revenue. Other cybersecurity stocks also rallied, including CrowdStrike and Fortinet.
Zeta Global up 13% as traders move on AI, options hunt

Zeta Global up 13% as traders move on AI, options hunt

Zeta Global shares surged 13.43% to $22.89 Friday, with trading volume at 15.35 million, far above average. Heavy call-option activity and a new loyalty-data study fueled interest in the AI marketing software firm. The company reported Q1 revenue up 50% year-over-year to $396 million and raised its 2026 revenue outlook. Broader AI and software stocks also rallied as Wall Street indexes hit record highs.
POET Technologies Tumbles Again as $400 Million AI Optics Push Hits Another Setback

POET Technologies Tumbles Again as $400 Million AI Optics Push Hits Another Setback

POET Technologies shares fell 7.3% Friday, closing at $12.29 on Nasdaq and slipping further after hours. The drop follows a $400 million direct offering earlier this month, with shares now down 41% from the $21 deal price. Q1 revenue was $503,389 against a $12.3 million net loss. Legal action continues after Marvell canceled Celestial AI-related orders, citing confidentiality issues.
Microsoft gets Pentagon boost in AI, Wall Street moves in

Microsoft gets Pentagon boost in AI, Wall Street moves in

Microsoft shares climbed over 5% Friday to $450.24, lifting its market value near $3.35 trillion. The stock rally followed news of a $9.7 billion U.S. defense contract and plans to unveil new in-house AI models at next week’s Build conference. Wall Street closed at record highs, with tech stocks leading gains. Microsoft declined to comment on its upcoming AI announcements.
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Stock Market Today

  • Macro Metals Insiders Buy AU$1.32 Million in Stock, Signaling Confidence
    May 30, 2026, 9:09 PM EDT. Insiders at Macro Metals Limited (ASX:M4M) have purchased AU$1.32 million worth of shares over the past year, indicating increased confidence in the company's prospects. Director Shawn Tilley led the purchases with AU$1.0 million of stock at AU$0.01 each, above the current trading price of AU$0.006. Notably, there were no insider sales during this period, and insiders collectively hold 34% of shares, worth approximately AU$9.2 million, showing substantial alignment with shareholders. While insider buying is encouraging, investors are advised to weigh potential risks before investing. Macro Metals' insider activity highlights bullish sentiment, reflecting optimism about the company's future.

Latest articles

Realty Income Stock Dips Ahead of Jobs Data; Dividend Investors Eye Rates

Realty Income Stock Dips Ahead of Jobs Data; Dividend Investors Eye Rates

31 May 2026
Realty Income closed Friday at $61.28, down from $62.02 the previous week, as property stocks lagged broader market gains. The company declared a $0.2705 monthly dividend, payable June 15 to shareholders of record May 29. CEO Sumit Roy will present at Nareit’s REITweek on June 3. Investors await the U.S. May jobs report on June 5.
Oklo Stock Higher After Plutonium-Fuel Update

Oklo Stock Higher After Plutonium-Fuel Update

31 May 2026
Oklo shares closed at $66.88 Friday, down 1.78%, after a week of gains sparked by news the U.S. Department of Energy selected the company for advanced talks on using surplus plutonium as reactor fuel. Trading volume reached 27.67 million shares. Oklo reported a first-quarter net loss of $33.1 million and ended March with $2.54 billion in cash and equivalents.
Cameco Stock Is Back in Focus After a Mine Restart — What Investors Watch Next

Cameco Stock Is Back in Focus After a Mine Restart — What Investors Watch Next

31 May 2026
Cameco shares closed Friday at C$154.91 on the TSX, up 7.1% for the week after full production resumed at McArthur River and Key Lake following flood-related disruptions. The company kept its 2026 uranium output guidance unchanged at 19.5–21.5 million pounds. CIBC and National Bank of Canada maintained “Outperform” ratings. Cameco reported Q1 net earnings of C$131 million earlier in May.
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