Today: 27 May 2026
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Artificial Intelligence 26 May 2026 - 27 May 2026

Micron Shares Swing, Investors Eye AI-Memory Challenge Next Week

Micron tops $1T as AI memory play draws Wall Street

Micron shares surged 19.3% to $895.88 Tuesday, lifting its market value past $1 trillion for the first time after UBS raised its price target to $1,625. The Philadelphia semiconductor index hit a record, jumping 5.5%. Micron reported fiscal Q2 revenue of $23.86 billion, up from $8.05 billion a year ago. The company said its high-bandwidth memory supply for 2026 is already sold out.
27 May 2026
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Nvidia Shares Flat After Big Earnings Beat as Street Looks for More

Nvidia missed out as AI stocks hit fresh records. What’s next for traders

Nvidia shares fell 55 cents to $214.86 Tuesday, even as the S&P 500 and Nasdaq closed at record highs. First-quarter revenue jumped 85% to $81.6 billion, with data center sales up 92%. China revenue dropped to $4.55 billion from $9.66 billion a year ago amid export restrictions. The company forecast $91 billion in second-quarter revenue and announced an $80 billion buyback.
27 May 2026
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TeraWulf Jumps on Kentucky AI Site Deal, Power Race Back in View

TeraWulf Jumps on Kentucky AI Site Deal, Power Race Back in View

TeraWulf Inc. shares surged 10% to $25.18 Tuesday after announcing plans for a 1-gigawatt data center campus in Eastern Kentucky, pushing its valuation near $10.7 billion. The company closed the land deal May 22 and aims to bring 500 megawatts online in 2028, with another 500 megawatts by 2030. TeraWulf posted a $427.7 million Q1 net loss despite $34 million in revenue. Crypto miners moving into AI also lifted Hut 8, IREN, and Cipher Mining.
26 May 2026
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U.S. Stocks Hit Records This Week — Why the S&P 500 and Nasdaq Rally Survived the Oil Shock

Micron’s $1 Trillion AI Story Lifts S&P 500 to Record Close

The S&P 500 closed at a record 7,519.47, up 0.62%, while the Nasdaq rose 1.18% to 26,655.89; the Dow slipped 0.21%. Micron Technology surged 19.3% to $896.84 after UBS raised its price target, lifting its market value above $1 trillion. Chip stocks rallied on AI demand. Brent crude settled at $99.58 a barrel, up 3.58%, as inflation and geopolitical risks persisted.
26 May 2026
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Dow Jones Today: Blue Chips Miss Tech Slide After Hours

Dow Falls as AI Stocks Rally After the Bell

The Dow Jones Industrial Average fell 173.90 points to 50,405.80 Tuesday, while the S&P 500 rose 0.57% and the Nasdaq gained 1.05% as AI chip stocks surged. Micron briefly hit a $1 trillion valuation after UBS raised its price target, and the Philadelphia semiconductor index jumped 5%. Oil prices dropped, with U.S. crude closing at $93.89. The 10-year Treasury yield slipped to about 4.5%.
26 May 2026
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Keel Infrastructure Shares Rise, AI Power Supply Shift Draws Focus

Keel Infrastructure Shares Rise, AI Power Supply Shift Draws Focus

Keel Infrastructure shares rose 4.7% to $5.035 Tuesday afternoon, bringing year-to-date gains to over 115%. The move followed renewed investor interest in former bitcoin-mining firms now pivoting to AI and high-performance computing infrastructure. Keel says it holds $533 million in liquidity and aims to secure leases at sites in Pennsylvania, Washington, and Quebec by 2026.
26 May 2026
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Palantir Technologies Stock Just Got an AI Forecast Boost. Why Investors Still Paused

Palantir’s AI run faces sticking point on Wall Street

Palantir shares rose 0.8% to $137.98 Tuesday, but remain down 23% in 2026 despite first-quarter revenue jumping 85% to $1.63 billion. Investors remain split, with some citing rapid AI-driven growth and others warning on valuation, as the company trades at a P/E near 155. Competitors including Anthropic are expanding, with new enterprise AI offerings drawing attention. PayPal was flagged as a lower-priced alternative.
26 May 2026
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Microsoft Stock Moves on Weekend; Bigger Wall Street Test Ahead

Microsoft $190 Billion AI Spend Losing Its Sting for Investors

Microsoft shares fell $2.96 to $415.61 late Tuesday morning, putting its market cap near $3.10 trillion. CFO Amy Hood said the company plans $190 billion in capital spending for 2026, with $25 billion for higher component costs. Azure and cloud revenue rose 40% last quarter, while demand continues to outpace supply. Investors remain focused on AI spending and the upcoming Microsoft Build event.
26 May 2026
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Qualcomm Sale by Congresswoman Puts Spotlight on AI Rally

Qualcomm Sale by Congresswoman Puts Spotlight on AI Rally

Rep. Sara Jacobs disclosed two Qualcomm stock sales totaling up to $2 million from a family trust, according to a House filing signed May 20. The transactions occurred May 6 and 7, just before Qualcomm shares jumped nearly 5% on news of an AI chip deal with ByteDance. The filing does not specify share counts, prices, or the reason for the sales. Jacobs’s grandfather co-founded Qualcomm.
26 May 2026
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ASML draws fresh attention from Wall Street in AI push

ASML draws fresh attention from Wall Street in AI push

Coatue Management disclosed a $655.4 million stake in ASML, while UBS raised its price target to €1,900. ASML reported Q1 net sales of €8.8 billion and expects 2026 sales between €36 billion and €40 billion. CEO Christophe Fouquet said chip demand, driven by AI, is outpacing supply. ASML’s U.S. shares closed nearly flat at $1,629.27, with a market cap near $641 billion.
26 May 2026
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Okta Shares See Sharp Analyst Shift Ahead of Results, Eyes on AI Security Demand

Okta Shares See Sharp Analyst Shift Ahead of Results, Eyes on AI Security Demand

Arete Research upgraded Okta to Buy from Sell and raised its price target to $127 ahead of Okta’s fiscal Q1 earnings, due May 28. Okta shares rose 0.7% to $92.89 in early Nasdaq trading. Analysts expect Q1 adjusted earnings of 85 cents per share and revenue near $752 million. Wall Street is watching if AI agents will drive new demand for identity-security software.
26 May 2026
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Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell faces AI earnings test after record run

Dell shares rose 3.4% to $305.21 Tuesday, extending Friday’s record close as investors await Thursday’s earnings report. Options pricing signals a possible 10% swing after results, with Wall Street focused on AI server demand and margins. Visible Alpha expects quarterly revenue of $36.18 billion and adjusted earnings of $2.97 per share. Dell’s stock has more than doubled this year on AI infrastructure demand.
26 May 2026
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Vertiv Stock Tests AI Data-Center Rally as VRT Shares Hit Fresh Highs

Vertiv Faces New Pressure as Big Funds Divide on AI Trade

New Age Alpha Advisors increased its Vertiv stake by 466% in Q4, while Intermede and Nixon Peabody Trust Co. cut holdings, recent 13F filings show. Vertiv raised its 2026 outlook after Q1 net sales rose 30% to $2.65 billion, driven by AI data center demand. Shares traded at $327.46 in early New York action, with a market cap near $128.4 billion. The stock remains priced at over 82 times earnings.
26 May 2026
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Google Faces $450 Test as AI Rally Meets EU Risk

Google Faces $450 Test as AI Rally Meets EU Risk

Alphabet shares edged up 0.13% pre-market to $383.47 after closing at $382.97, as analysts raised price targets following strong Q1 results. Revenue rose 22% to $109.9 billion, with Google Cloud sales up 63% and EPS at $5.11. Investors await the U.S. open amid AI-driven optimism and concerns over a possible EU fine. Capital spending is projected at up to $190 billion this year.
26 May 2026
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Fresh Money Flows to Bloom Energy on AI Power Bet; Next Big Hurdle Ahead

Bloom Energy’s $2.6 Billion AI Deal Back on Wall Street’s Radar

Daiwa Securities upgraded Bloom Energy to Outperform and raised its target to $324, citing shifts in orders and margins amid surging AI power demand. Bloom and Nebius Group signed a deal for up to 328 MW of fuel-cell capacity, with Nebius potentially paying $2.6 billion over 10 years. Bloom shares traded at $314 premarket after closing at $302.49 on May 22. First-quarter revenue rose 130% to $751.1 million.
26 May 2026
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Stock Market Today

  • Corn Futures Drop Amid Black Sea Tensions and Wheat Pressure
    May 26, 2026, 9:14 PM EDT. Corn futures fell between 2 and 7 cents on Tuesday, influenced by pressure from wheat markets and easing tensions in the Black Sea. The national average cash corn price declined 6.5 cents to $4.23 3/4 per bushel. Analysts surveyed by Bloomberg estimate corn acreage at 94.4 million acres ahead of Monday's Prospective Plantings report. Negotiations between Russia and Ukraine aim to resume safe Black Sea navigation, potentially stabilizing grain exports. May 2025 corn contracts closed at $4.57 3/4, down 6.75 cents. Market watchers await Wednesday's U.S. Energy Information Administration (EIA) report for insights on ethanol production levels.

Latest articles

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

27 May 2026
The S&P 500 and Nasdaq closed at record highs Tuesday, with the S&P up 0.61% and the Nasdaq rising 1.19%, while the Dow slipped 0.23%. Micron briefly topped $1 trillion in value after UBS raised its price target. Qualcomm surged nearly 5% on a reported chip deal with ByteDance. Zscaler fell 15% after hours on weak revenue guidance.
Marvell Rises Ahead of Results as AI Hype Moves Shares

Marvell Rises Ahead of Results as AI Hype Moves Shares

27 May 2026
Marvell Technology shares jumped 6.08% to $208.26 on Tuesday before its fiscal Q1 2027 earnings release set for May 27. HSBC, Susquehanna, and Citi all raised their price targets, citing strong demand for Marvell’s AI-related chips and data-center products. Marvell reported $6.10 billion in data-center revenue for fiscal 2026, up from 40% to 74% of total revenue in two years. CEO Matt Murphy will keynote at COMPUTEX next week.
AMD Tops $500, Next Test for AI Chips Trade

AMD Tops $500, Next Test for AI Chips Trade

27 May 2026
AMD shares jumped 7.78% to $503.89 Tuesday, hitting a new 52-week high, as AI infrastructure demand drove a rally in chip stocks. The S&P 500, Nasdaq, and Philadelphia Semiconductor Index all closed at records after the holiday. AMD reported Q1 revenue of $10.3 billion, up 38% year-over-year, with data centers now its main growth driver. Investors remain cautious as AMD’s price-to-earnings ratio reached 155.8.
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