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Artificial Intelligence 21 May 2026 - 22 May 2026

MARA Stock Jumps Near $14 As Bitcoin Miner’s AI Power Pivot Grabs Wall Street’s Attention

MARA Stock Jumps Near $14 As Bitcoin Miner’s AI Power Pivot Grabs Wall Street’s Attention

MARA Holdings shares climbed 3.25% to $13.99 Friday, outperforming as bitcoin fell 1.6% to $76,450. The move followed Wall Street gains ahead of Memorial Day and came without a new company release. Investors are weighing MARA’s shift from bitcoin mining to AI and data-center infrastructure. The company recently agreed to buy Long Ridge Energy & Power for $1.5 billion, pending regulatory approval.
HPE Shares Gain Ahead of Earnings as Wall Street Pushes AI Hardware

HPE Shares Gain Ahead of Earnings as Wall Street Pushes AI Hardware

Hewlett Packard Enterprise shares climbed 9.9% to $37.33 in Friday trading, leading a surge in hardware and networking stocks ahead of its June 1 earnings call. Analysts cited strong demand for AI infrastructure and networking gear, but flagged risks around valuation and memory-chip costs. Dell and HP Inc. also posted double-digit gains. HPE was named a Leader in Gartner’s 2026 Magic Quadrant for enterprise networking.
Ondas Pauses After $196.6M AI-Defense Deal

Ondas Pauses After $196.6M AI-Defense Deal

Ondas shares rose 0.54% to $9.23 in New York Friday after closing its $196.6 million stock acquisition of Israel’s Omnisys on May 21. The company also filed to register the resale of 2.7 million shares tied to a separate Mistral deal. U.S. markets will close Monday for Memorial Day, leaving one session for investors to react. Ondas’ market value stood at $4.57 billion, well below its 52-week high.
Spotify’s Peloton Deal Turns SPOT Stock’s Earnings Week Into a Fitness Test

Spotify Stock Is Jumping Again — Here’s the AI Bet Wall Street Just Bought

Arm Holdings shares rose above $300 Friday morning, extending a surge that pushed the stock up 38% in three sessions and past Micron in year-to-date gains. The rally follows strong earnings, a bullish Bernstein rating, and news that demand for Arm’s AGI CPU for data centers exceeded $2 billion for fiscal 2027–2028. Meta is the lead partner for the new chip.
Arm breaks above $300 as AI CPU bets heat up on Wall Street

Arm breaks above $300 as AI CPU bets heat up on Wall Street

Arm Holdings shares topped $300 Friday morning, extending a rally that has lifted the British chip designer’s stock 38% in three sessions. The surge follows strong earnings, bullish analyst coverage, and rising demand for Arm-based CPUs in AI data centers. Arm reported fiscal Q4 revenue of $1.49 billion and said customer demand for its new data-center chip exceeded $2 billion through fiscal 2028.
Wall Street Pushes Dell’s AI Run Again But Sends a Caution

Wall Street Pushes Dell’s AI Run Again But Sends a Caution

Dell Technologies shares surged over 10% Friday, hitting a 52-week high of $283.30 after Wells Fargo raised its price target to $270. Morgan Stanley also lifted its target but kept an Underweight rating, citing risks like memory inflation and supply shortages. Dell reports fiscal Q1 results May 28, with consensus estimates at $3.00 EPS and $34.95 billion revenue. The company reported $64 billion in AI-optimized server orders for fiscal 2026.
Nokia Shares Jump on Friday, Investors Focus on AI Network Play

Nokia Shares Jump on Friday, Investors Focus on AI Network Play

Nokia shares rose 8.2% to 13.09 euros in Helsinki late Friday, far outpacing the OMX Helsinki 25 index’s 0.9% gain. The rally followed Nokia’s launch of an AI networking lab in Sunnyvale, California, with partners including AMD and Lenovo. Investors have increased bets on Nokia’s AI and cloud business since April, after the company reported a 49% jump in sales to those customers.
Meta Cuts 8,000 Jobs as Zuckerberg Pushes AI Ambitions

Meta Cuts 8,000 Jobs as Zuckerberg Pushes AI Ambitions

Meta Platforms CEO Mark Zuckerberg told staff he does not expect more company-wide layoffs this year after cutting about 8,000 jobs and shifting thousands to AI roles, affecting roughly 10% of the workforce. Meta raised its 2026 capital spending forecast to $125–$145 billion. Some employees questioned the reassurance, noting the wording left room for smaller cuts. U.S. laid-off workers will receive at least 16 weeks’ pay and extended healthcare.
Plug Power Shares Jump; Traders Eye AI Power Angle

Plug Power Shares Jump; Traders Eye AI Power Angle

Plug Power shares rose 14.2% to $3.78 on Thursday, lifted by sector momentum after Bloom Energy announced a major AI data-center power deal. Plug separately confirmed its Barrow Green Hydrogen project in Britain reached final investment decision and will supply Kimberly-Clark. Plug posted a first-quarter net loss of $245.3 million, wider than last year, and ended March with $802 million in cash.
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.
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.
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.
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%.
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.
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.
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.
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Stock Market Today

  • Dow, Nasdaq and S&P 500 Edge Towards Record Highs Amid Geopolitical Optimism
    May 22, 2026, 3:22 PM EDT. U.S. stock benchmarks, including the Dow Jones, Nasdaq, and S&P 500, are advancing sharply toward record levels ahead of a long weekend. The markets are driven by a surge in geopolitical optimism, encouraging investor risk appetite. This upbeat sentiment is fueling gains across key equity indices, highlighting cautious but optimistic positioning among traders.

Latest articles

MARA Stock Jumps Near $14 As Bitcoin Miner’s AI Power Pivot Grabs Wall Street’s Attention

MARA Stock Jumps Near $14 As Bitcoin Miner’s AI Power Pivot Grabs Wall Street’s Attention

22 May 2026
MARA Holdings shares climbed 3.25% to $13.99 Friday, outperforming as bitcoin fell 1.6% to $76,450. The move followed Wall Street gains ahead of Memorial Day and came without a new company release. Investors are weighing MARA’s shift from bitcoin mining to AI and data-center infrastructure. The company recently agreed to buy Long Ridge Energy & Power for $1.5 billion, pending regulatory approval.
Keel Infrastructure at 52-Week High After AI Move

Keel Infrastructure at 52-Week High After AI Move

22 May 2026
Keel Infrastructure shares rose nearly 5% Friday, hitting a 52-week high of $5.03 on Nasdaq as trading volume approached its daily average. The move follows Keel’s rebranding from Bitfarms and shift toward AI data-center infrastructure. TSX-listed shares also reached a 52-week high at C$6.95. A May 18 filing showed Jane Street Group holds 5.1% of Keel’s shares.
Opendoor Shares Hold Flat With Mortgage Rate Pressure In Focus

Opendoor Shares Hold Flat With Mortgage Rate Pressure In Focus

22 May 2026
Opendoor shares hovered near $4.55 Friday afternoon, little changed after a 3.9% gain Thursday, as investors weighed the company’s turnaround against rising mortgage rates. Freddie Mac reported the average 30-year fixed mortgage rate climbed to 6.51% from 6.36% a week earlier. U.S. single-family housing starts fell 9% in April. Nasdaq trading was set to close at 4 p.m. ET ahead of the Memorial Day holiday.
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