US Stock Market After-Hours: Cisco’s 20% AI Rally Keeps Records in View, but Fed Risk Builds
Cisco shares jumped nearly 20% after hours Wednesday as the company raised its fiscal 2026 outlook
Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of
Doximity Stock Plunges as Weak 2027 Forecast Drowns Out AI Push
Doximity shares plunged 19% after hours to $18.94 Wednesday following a fiscal 2027 revenue forecast of $664–$676 million, well below Wall Street’s $697.6 million estimate. Fourth-quarter revenue rose 5% to $145.4 million, but adjusted earnings of 26 cents a share missed expectations. Net income fell to $19.1 million from $62.5 million a year earlier.
XRP Price Stalls Near $1.42 as ETF Cash Runs Into a Fed Problem
XRP fell to $1.42 on Wednesday, down about 1% over 24 hours, despite U.S.-listed spot XRP ETFs posting $25.8 million in inflows Monday, their highest since January. The token’s market value stood near $88 billion with $2.29 billion in daily trading. Bitcoin and Ether also declined, as hotter U.S. inflation erased expectations for Fed rate cuts this year.
Mobileye Stock Jumps 14% as Robotaxi Plans Pull Investors Back In
Mobileye shares surged 14.1% to $10.53 on Nasdaq Wednesday after the company reported a 27% jump in first-quarter revenue and raised its 2026 outlook. The company authorized a $250 million share buyback. After-hours trading was flat. Mobileye cited strong EyeQ chip demand but warned of risks from China market uncertainty and a recent goodwill write-down.
Fermi Stock Faces A High-Stakes Q1 Test As Founder Fight Deepens
Toby Neugebauer and allied shareholders filed new proxy materials to press for board changes at Fermi Inc., despite the board’s claim that the May 29 special meeting has been canceled. The group plans to use separate proxy cards for the disputed May 29 vote and a shareholder-called meeting expected around June 30. Fermi’s board opposes Neugebauer’s push for control and a quick sale. First-quarter results are due Thursday.
Ouster Stock Jumps 26% After Nvidia DRIVE Qualification Puts Rev8 Lidar in Spotlight
Ouster shares jumped 26% to $34.17 Wednesday after the company said its Rev8 OS lidar sensors qualified for NVIDIA’s DRIVE Hyperion platform for Level 4 autonomous vehicles. Market value rose to about $2.1 billion on volume above 14 million shares. A May 8 filing showed Ouster can sell up to $100 million in stock through an at-the-market program. No production contract or customer order was announced.
Aurora Innovation Stock Jumps After Volvo-DSV Autonomous Truck Launch in Texas
Volvo Autonomous Solutions and DSV launched commercial autonomous freight runs in Texas using a Volvo VNL truck with Aurora’s driver system, operating between Dallas and Houston with a safety driver on board. Aurora shares rose 15% after the announcement, valuing the company at $16.2 billion. Aurora reported $1 million in Q1 revenue and a $223 million net loss, with $273 million in cash and $952 million in short-term investments as of March 31.
Nu Holdings Stock Slides Before Nubank Earnings. The Q1 Bar Is High
Nu Holdings shares fell 3.3% to $12.84 in New York on Wednesday ahead of its first-quarter results, due after the market closes May 14. Analysts expect earnings per share of $0.20 and revenue of $5.06 billion. The company ended 2025 with 131 million customers and record profit, but investors remain cautious over credit quality and funding costs. A conference call is scheduled for 6 p.m. ET Thursday.
Why Grab Holdings Stock Is Back Under Pressure After a Big Q1 Beat
Grab shares fell 1.1% to $3.60 in New York after first-quarter revenue beat estimates, rising 24% to $955 million. Profit jumped to $120 million from $10 million a year earlier. Investors weighed strong results against Indonesia’s new 8% ride-hailing commission cap. Grab kept its 2026 revenue and adjusted EBITDA outlook unchanged.
Navitas Stock Jumps After $122 Million Raise: Why The AI Power Chip Bet Matters Now
Navitas Semiconductor raised about $122 million in net proceeds from an at-the-market share sale, nearly completing a $125 million program launched two days earlier, according to a securities filing. The company sold over 6.5 million Class A shares as of May 12. Navitas shares rose 10.5% to $21.28, valuing the company at $4.9 billion. First-quarter revenue fell to $8.6 million from $14 million a year earlier.
POET Technologies Stock Is Back in Focus After COO Hire, Marvell Fallout and Class-Action Deadline
POET Technologies appointed Sandeep Kumar chief operating officer on May 11 as it prepares its Malaysia plant for higher-volume production. The move comes after Marvell Semiconductor canceled all Celestial AI purchase orders and a U.S. securities lawsuit was filed against POET and two executives. POET shares rose 1.4% to $13.92 in early afternoon trading, with volume above 26 million shares.
Ondas Stock on Watch After SkyLance Test and Mistral Share Filing Before Q1 Earnings
Ondas Inc.’s Rotron Aerospace completed a firing demo of its SkyLance long-range one-way effector ahead of Ondas’s Q1 results release. Ondas shares fell 12 cents to $8.92 after the company filed for resale of 2.77 million shares tied to its $175 million Mistral acquisition. The Mistral deal boosted Ondas’s backlog to $457 million as of March 31. Rotron was acquired in March for $6.7 million cash and 3.33 million shares.
UiPath Stock Drops as Its AI Agent Bet Hits a Hard Earnings Test
UiPath Inc. shares dropped 5.9% to $9.42 on Wednesday, with trading volume above 22 million, after the company launched a new integration for AI coding agents but investors waited for clearer demand signals ahead of its May 28 earnings call. UiPath reported fourth-quarter revenue of $481 million, up 14%, and reached full-year GAAP profitability for the first time.
Sivers Semiconductors AB Stock Jumps as MSCI Add Meets Nasdaq Listing Push
Sivers Semiconductors shares surged 31.3% to 56.65 crowns after MSCI added the company to its Sweden small-cap index. Shareholders recently approved a private placement of 8.62 million shares at 14.50 crowns each, raising about 125 million crowns. Sivers is preparing accounts to U.S. standards as it considers a dual listing on Nasdaq New York. The company delayed its 2025 annual report to May 15.
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Marvell Technology Stock Jumps as Wall Street Chases the AI Networking Trade Before Earnings
Marvell Technology shares jumped 8.18% to close at $177.95 Wednesday, hitting a 52-week high before trading at $182.50 after hours. BofA and B. Riley raised price targets above $200 this week, citing AI data-center demand. Marvell will report first-quarter fiscal 2027 results on May 27. The company posted $8.195 billion in fiscal 2026 revenue, up 42% year over year.
Ford Stock Just Had Its Best Day in Six Years. The Surprise Driver Was Energy Storage
Ford shares surged 13% Wednesday, their biggest one-day gain in six years, after Morgan Stanley highlighted the company’s new energy-storage business. The stock closed at $13.57. Ford plans to invest $2 billion in the unit, aiming to deliver its first systems in 2027 and deploy at least 20 gigawatt-hours annually. The company reported Q1 revenue of $43.3 billion and raised its full-year profit outlook.
Nvidia’s China H200 Chip Door Just Opened. The Money Still Isn’t Moving
The U.S. has approved Nvidia to sell H200 AI chips to about 10 Chinese firms, including Alibaba and Tencent, but no shipments have occurred as Chinese buyers hold back under Beijing’s guidance. Nvidia CEO Jensen Huang is in Beijing with President Trump’s delegation ahead of the company’s May 20 earnings report. Lenovo confirmed it is cleared to distribute the chips in China.
Nokia Stock Surges Again as Cisco’s AI Orders Put New Heat Under the Network Trade
Nokia shares jumped about 10% in Helsinki Thursday, extending gains after Cisco reported $5.3 billion in AI infrastructure orders and raised its full-year outlook. Nokia launched new agentic AI tools for broadband networks and named Siemens executive Emma Falck as president of Mobile Infrastructure. The stock approached levels last seen 16 years ago.
US Stock Market Today: Live Updates 14.05.2026
LIVEMarkets rolling coverageStarted: May 14, 2026, 12:00 AM EDTUpdated: May 14, 2026, 4:34 AM EDT Kevin Warsh Set to Reshape Fed Policy, Risks Market Stability May 14, 2026, 4:23 AM EDT. Kevin Warsh begins his term as Federal Reserve chair on May 15, aiming to **delever the Fed's $6.7 trillion balance sheet** by selling trillions in long-term Treasury bonds. This move could push bond yields higher, effectively raising borrowing costs despite no planned interest rate hikes, potentially unsettling the **historically expensive U.S. stock market**. Warsh also proposes redefining **inflation**, moving away from the rigid 2% target to a vaguer concept
US Stock Market After-Hours: Cisco’s 20% AI Rally Keeps Records in View, but Fed Risk Builds
Cisco shares jumped nearly 20% after hours Wednesday as the company raised its fiscal 2026 outlook and AI order target to $9 billion. The S&P 500 and Nasdaq closed at record highs despite a 1.4% April surge in the Producer Price Index, the largest monthly gain since March 2022. Prediction markets gave a 97.5% chance the Fed will hold rates steady in June.
Enovix Stock Drops After Q1 Beat as Smartphone Battery Tests Stay Unfinished
Enovix shares dropped 12.9% to $6.35 after hours Wednesday despite beating first-quarter revenue and adjusted-loss estimates. The decline followed news that smartphone battery qualification remains unfinished, with the company passing 72 of 75 customer tests. Revenue rose 49% to $7.6 million. Enovix cited progress in defense, industrial, and smart-eyewear sales.
Lightwave Logic Stock Jumps as AI-Photonics Bet Heads for a 2027 Production Test
Lightwave Logic reported Q1 revenue up 27% to $29,000 and a net loss widening to $6.3 million. Shares rose 14% after the company said it is negotiating a supply and licensing deal for high-volume production in 2027. Four Fortune 500 customers are now in Stage 3 prototyping. Cash and equivalents totaled about $100 million as of May 11.
USA Rare Earth Stock Watch: Q1 Revenue, $1.75 Billion Cash and the China Supply Crunch
USA Rare Earth reported Q1 revenue of $5.7 million and a net loss of $67 million, ending March with $1.75 billion in cash after a $1.5 billion PIPE. The company expects to sign documents this month for $1.6 billion in U.S. Commerce Department funding. Texas awarded a $14.18 million grant for the Round Top project. USA Rare Earth agreed in April to acquire Brazil’s Serra Verde for $2.8 billion.
Nebius Stock Soars After Sevenfold Revenue Jump, But $25 Billion AI Buildout Looms
Nebius shares jumped 15.6% after first-quarter revenue surged 684% to $399 million. The AI cloud firm raised its 2026 capital spending plan to as much as $25 billion. CEO Arkady Volozh said demand for GPUs remains intense. Nebius also began building a large AI facility in Missouri and secured land and power for another in Pennsylvania.
Delta Flight to Lagos U-Turned Over the Atlantic. Eight Hours Later, Passengers Were Back in Atlanta
Delta Flight 54 to Lagos returned to Atlanta after nearly eight hours in the air due to an unspecified “operational issue,” and the flight was canceled. The Airbus A330-200 landed safely at Hartsfield-Jackson Atlanta International Airport early Sunday. Delta rebooked affected passengers on alternate U.S. departures. The airline did not specify the nature of the problem.
Hewlett Packard Enterprise Stock Jumps as Activist Investors Circle Its AI Networking Pivot
Hewlett Packard Enterprise shares jumped 6% Wednesday after Semafor reported new activist investors, including Irenic Capital, had taken stakes, joining Elliott Management. The stock closed at $32.07, giving HPE a market value of $43.5 billion on heavy volume. HPE is integrating Juniper and launching new private-cloud tools for AI workloads. The company’s next earnings call is set for June 1.
KULR Stock Jumps as 300-Bitcoin Coinbase Transfer Tests Its Treasury Bet
KULR Technology Group deposited 300 bitcoin, valued at $24.36 million, into Coinbase Prime, according to Lookonchain, sparking speculation of a possible sale. KULR shares jumped 26.8% to $4.05 on heavy volume. The company, which holds over 1,000 bitcoin, widened its Q4 net loss to $44.3 million, citing a $28.3 million mark-to-market loss on Bitcoin. KULR reports Q1 results Thursday.
Aeluma Stock Swings After Q3 Loss as AI Photonics Bet Faces Revenue Delay
Aeluma Inc. shares fell 16.3% to $26.35 in after-hours trading Wednesday after the company narrowed its 2026 revenue outlook and posted a $1.8 million quarterly loss. Revenue for the quarter ended March 31 was $1.2 million, missing estimates. The company cited delayed contracts and government shutdowns. Cash stood at $37.8 million at quarter’s end.
Allegiant Just Bought Sun Country. Here’s What Happens to Flights, Rewards and Stock Now
Allegiant Travel closed its acquisition of Sun Country Airlines on May 13, making Sun Country a wholly owned subsidiary and ending its status as a standalone public company. Each Sun Country share was converted into $4.10 in cash and 0.1557 Allegiant shares. Allegiant now operates a combined fleet of 195 aircraft serving nearly 175 cities. Sun Country asked Nasdaq to suspend trading and begin delisting.
Doximity Stock Plunges as Weak 2027 Forecast Drowns Out AI Push
Doximity shares plunged 19% after hours to $18.94 Wednesday following a fiscal 2027 revenue forecast of $664–$676 million, well below Wall Street’s $697.6 million estimate. Fourth-quarter revenue rose 5% to $145.4 million, but adjusted earnings of 26 cents a share missed expectations. Net income fell to $19.1 million from $62.5 million a year earlier.
BTC Slides Below $80,000 as ETF Outflows Put Rally on the Line
Bitcoin fell below $80,000 in New York Wednesday, trading at $79,371 after U.S. inflation data and renewed outflows from spot bitcoin funds. U.S. spot bitcoin ETFs saw $233.2 million in net outflows on May 12, reversing a prior inflow. Producer prices rose 1.4% in April, the biggest jump since March 2022. Ether dropped 1.3% to $2,255.55; Solana fell 4.1% to $90.89.
XRP Price Stalls Near $1.42 as ETF Cash Runs Into a Fed Problem
XRP fell to $1.42 on Wednesday, down about 1% over 24 hours, despite U.S.-listed spot XRP ETFs posting $25.8 million in inflows Monday, their highest since January. The token’s market value stood near $88 billion with $2.29 billion in daily trading. Bitcoin and Ether also declined, as hotter U.S. inflation erased expectations for Fed rate cuts this year.
Wall Street’s Tomorrow Test: Retail Sales, Fed Rate Risk and a Trump-Xi Trade Push
U.S. retail sales data for April is due Thursday at 8:30 a.m. EDT, offering a key signal on consumer spending after inflation jumped. The S&P 500 and Nasdaq closed at record highs Wednesday, led by tech shares, despite producer prices posting their biggest monthly gain in four years. Prediction markets show a near-unanimous expectation that the Federal Reserve will hold rates steady in June.
Mobileye Stock Jumps 14% as Robotaxi Plans Pull Investors Back In
Mobileye shares surged 14.1% to $10.53 on Nasdaq Wednesday after the company reported a 27% jump in first-quarter revenue and raised its 2026 outlook. The company authorized a $250 million share buyback. After-hours trading was flat. Mobileye cited strong EyeQ chip demand but warned of risks from China market uncertainty and a recent goodwill write-down.
Fermi Stock Faces A High-Stakes Q1 Test As Founder Fight Deepens
Toby Neugebauer and allied shareholders filed new proxy materials to press for board changes at Fermi Inc., despite the board’s claim that the May 29 special meeting has been canceled. The group plans to use separate proxy cards for the disputed May 29 vote and a shareholder-called meeting expected around June 30. Fermi’s board opposes Neugebauer’s push for control and a quick sale. First-quarter results are due Thursday.
Fervo Energy Stock Jumps 35% in Nasdaq Debut as AI Power Demand Pulls Geothermal Into Wall Street’s Spotlight
Fervo Energy shares closed at $36.54, 35% above the $27 IPO price, in their Nasdaq debut Wednesday, valuing the company at $10.36 billion. The Houston geothermal developer raised $1.89 billion by selling 70 million shares. Fervo reported 2025 revenue of $138,000 and a net loss of $57.8 million. The company holds $7.2 billion in potential contracted revenue but has yet to deliver commercial power.
Wix Stock Plunges 27% After Q1 Earnings Miss as AI Spending Spooks Investors
Wix shares fell 27.1% to $55.32 after first-quarter adjusted earnings missed estimates and the company posted a GAAP net loss of $57.5 million. Revenue rose 14% to $541.2 million, but non-GAAP operating margin dropped to 5% from 21% a year earlier. JPMorgan cut its price target to $86, citing ongoing heavy investment. Research and development costs jumped to $178.2 million from $127.5 million.
Cisco Stock Surges After Q3 Earnings as AI Orders Spark Job Cuts and Bigger Forecast
Cisco shares rose 14% in after-hours trading Wednesday after the company raised its annual revenue forecast and announced nearly 4,000 job cuts to fund AI investments. Fiscal Q3 revenue reached $15.8 billion, up 12%, with net income of $3.4 billion. Cisco now expects fiscal 2026 revenue of up to $63 billion. The company reported $5.3 billion in AI infrastructure orders so far this year.
Ouster Stock Jumps 26% After Nvidia DRIVE Qualification Puts Rev8 Lidar in Spotlight
Ouster shares jumped 26% to $34.17 Wednesday after the company said its Rev8 OS lidar sensors qualified for NVIDIA’s DRIVE Hyperion platform for Level 4 autonomous vehicles. Market value rose to about $2.1 billion on volume above 14 million shares. A May 8 filing showed Ouster can sell up to $100 million in stock through an at-the-market program. No production contract or customer order was announced.