Today: 15 May 2026
IREN Stock Drops After $3 Billion Debt Deal: Why Nvidia’s AI Bet Just Got More Expensive

IREN Stock Drops After $3 Billion Debt Deal: Why Nvidia’s AI Bet Just Got More Expensive

15 May 2026
IREN closed a $3.0 billion convertible senior notes sale to fund its shift from bitcoin mining to AI data centers. Shares fell $3.94 to $54.46 late Friday morning after the announcement. The offering follows a $3.4 billion AI cloud contract and a 5GW infrastructure partnership with Nvidia. IREN reported a wider net loss of $247.8 million for the March quarter as it decommissioned mining hardware.
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Why Cerebras Stock Is Down Today: Wall Street Hits the Brakes After a Blowout AI IPO

Why Cerebras Stock Is Down Today: Wall Street Hits the Brakes After a Blowout AI IPO

Cerebras Systems shares fell about 4% to $298 in early Friday trading, retreating from Thursday’s $311.07 close after a 68% Nasdaq debut. The stock remained roughly 61% above its $185 IPO price. Investors cited concerns over high valuation, customer concentration, and how much OpenAI demand is already priced in. Cerebras raised $5.55 billion in its offering, which was expected to close Friday.
15 May 2026
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Why Intel Stock Is Down Today: AMD, Arm and a Hot Chip Rally Put INTC on the Back Foot

Why Intel Stock Is Down Today: AMD, Arm and a Hot Chip Rally Put INTC on the Back Foot

Intel shares dropped 6.5% to $108.45 after the open Friday, extending a three-day slide. UBS data showed Intel’s server CPU market share fell to 54.9% in Q1, while AMD and Arm gained ground. The decline followed a sharp rally driven by AI demand and foundry hopes. Broader chip stocks also retreated as investors weighed profit-taking and persistent high interest rates.
15 May 2026
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ServiceNow Stock Gets an AI Boost From Experian Deal—but Wall Street Will Want Proof

ServiceNow Stock Gets an AI Boost From Experian Deal—but Wall Street Will Want Proof

ServiceNow and Experian announced a global multi-year partnership to integrate Experian’s Ascend data tools into ServiceNow workflows. Financial terms were not disclosed. The deal comes days after ServiceNow’s $4 billion bond sale and a 3.96% rise in its stock price Thursday, though shares remain below their 52-week high. Initial uses include employee onboarding and risk management.
15 May 2026
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SolarEdge Stock Jumps 17% as Tax-Credit Deadline Puts SEDG Turnaround Back on Watch

SolarEdge Stock Jumps 17% as Tax-Credit Deadline Puts SEDG Turnaround Back on Watch

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15 May 2026
SolarEdge Technologies shares surged 17.47% to $50.24 on Thursday as investors anticipated a spike in orders ahead of a July 4 U.S. solar tax-credit deadline. CEO Yehoshua Nir told a Deutsche Bank conference that demand rose in March and April. First-quarter revenue reached $310.5 million, with a net loss of $57.4 million. Maoz Sigron will become CFO on May 31, replacing Asaf Alperovitz.
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US Stock Market Today: Nasdaq Futures Slide as Oil Shock and Treasury Yields Hit Wall Street

US Stock Market Today: Nasdaq Futures Slide as Oil Shock and Treasury Yields Hit Wall Street

U.S. stock futures dropped early Friday, with Nasdaq 100 E-minis down 1.56% and S&P 500 E-minis off 1.07%, as Treasury yields and oil prices surged. Brent crude climbed to $109.19 after Donald Trump warned Iran, while the 10-year Treasury yield hit 4.54%. April retail sales rose 0.5%, dampening hopes for a Fed rate cut. Beijing summit produced no clear breakthrough on Iran.
15 May 2026
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Datavault AI Stock Rises Before Q1 Results as Crypto Bill Vote Puts DVLT Back in Focus

Datavault AI Stock Rises Before Q1 Results as Crypto Bill Vote Puts DVLT Back in Focus

Datavault AI shares climbed about 10% in early premarket trading ahead of its first-quarter results and webcast. The move follows a Senate committee vote advancing a crypto-market bill tied to Datavault’s tokenization strategy. The company recently raised $60 million in a stock sale to fund its GPU edge-network plan, raising dilution concerns. Shares were quoted at $0.5861, up from $0.55 in the recent offering.
15 May 2026
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Sivers Semiconductors Stock: Nasdaq Push Faces Restated Losses and a New Deadline

Sivers Semiconductors Stock: Nasdaq Push Faces Restated Losses and a New Deadline

Sivers Semiconductors restated its 2024 and 2025 accounts, widening reported losses, as it prepares for a possible Nasdaq New York dual listing. The company delayed its Q1 report to May 29 due to ongoing audit work. Shareholders will vote June 15 on board changes, a no-dividend proposal, a stock-option plan, and new share issue powers. Sivers shares fell 4.7% Friday after a sharp rise earlier in the week.
15 May 2026
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Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

Sandisk Corp urged shareholders to reject Tutanota LLC’s unsolicited offer to buy up to 100,000 shares at $1,150 each, about 17% below Thursday’s $1,382.72 closing price. Sandisk said the offer covers less than 0.07% of its stock and warned investors could sell below market value. The offer expires May 20 unless extended. Sandisk shares have surged on strong AI memory chip demand and recent earnings.
15 May 2026
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Silver Price Forecast: Why Silver Just Fell Below $80 — and What Happens Next

Silver Price Forecast: Why Silver Just Fell Below $80 — and What Happens Next

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15 May 2026
Spot silver fell 5.9% to $78.53 an ounce Friday, dropping below $80 as rising oil prices stoked inflation fears and boosted the dollar. U.S. rate-cut expectations faded, pressuring non-yielding metals. LBMA analysts forecast a $79.57 average for 2026, while HSBC projects $75. Brent crude rose 6.2% this week, trading above $106 a barrel.
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Rackspace Stock Jumps 26% As AMD AI Deal Tests RXT Turnaround Story

Rackspace Stock Jumps 26% As AMD AI Deal Tests RXT Turnaround Story

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14 May 2026
Rackspace shares surged 26.34% to close at $7.29 on Thursday, hitting a 52-week high of $7.65 before slipping to $7.15 after hours. The rally followed first-quarter profit and a memorandum with AMD to build AI infrastructure, though the company still reported a non-GAAP loss and uneven segment growth. Trading volume topped 39 million shares. Analyst Keith Bachman maintained a Hold rating with a $5 target.
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Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

Datavault AI Stock Jumps Before Earnings As Crypto Bill Vote Puts DVLT Back In Play

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14 May 2026
Datavault AI Inc. shares rose to $0.5861 on volume topping 65 million ahead of Friday’s first-quarter earnings call, following a $60 million stock offering and plans for a GPU edge network rollout. CEO Nathaniel Bradley and CFO Brett Moyer will present at 8:30 a.m. ET. An amended SEC filing showed Bradley and his spouse received LTIP shares vesting through 2029. The Senate Banking Committee advanced the CLARITY Act on crypto regulation Thursday.
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Tonix Pharmaceuticals Stock Jumps as Lyme Disease Antibody Data Put 2027 Trial in Focus

Tonix Pharmaceuticals Stock Jumps as Lyme Disease Antibody Data Put 2027 Trial in Focus

Tonix Pharmaceuticals filed new Phase 1 modeling data showing its experimental Lyme disease antibody, TNX-4800, could maintain serum levels above a proposed protective threshold for six months with a two-dose regimen. Shares rose $1.65 to $15.74 Friday. The company plans a Phase 2 trial in 2027, pending FDA agreement. No Lyme vaccine is currently available in the U.S.
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15 May
Lululemon CEO Calls It Like It Is; LULU Shares Take Another Hit

Lululemon CEO Calls It Like It Is; LULU Shares Take Another Hit

Lululemon shares fell 1.6% to $119.14 Friday as incoming CEO Heidi O’Neill told employees the company is being underestimated. Founder Chip Wilson is seeking three board seats, intensifying a proxy fight ahead of O’Neill’s September 8 start. O’Neill, a former Nike executive, will not be on the ballot at the June annual meeting. Investors remain focused on weak Americas sales and soft 2026 guidance.
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15 May
Ballard Power stock jumps after Weichai share sale leads to board shake-up

Ballard Power stock jumps after Weichai share sale leads to board shake-up

Weichai-affiliated holders reduced their stake in Ballard Power Systems to 11.61%, triggering the loss of board nomination rights and prompting the resignation of two Weichai-nominated directors. Ballard’s Nasdaq shares jumped 8.5% to $4.48 on heavy volume after the disclosure. Weichai sold over 11 million shares in recent weeks and filed to sell up to 15 million more. Ballard reported Q1 revenue of $19.4 million, up 26%.
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15 May
P3 Health Partners stock jumps as Q1 turns profitable and 2026 outlook is raised

P3 Health Partners stock jumps as Q1 turns profitable and 2026 outlook is raised

P3 Health Partners shares surged over 200% to $13.00 Friday after the company posted its first quarterly profit and raised its 2026 adjusted EBITDA outlook. Net income reached $3 million versus a $44.2 million loss a year earlier, with revenue up 4% to $386 million despite a 10% drop in at-risk membership. The company cited $17 million in one-time benefits, leaving underlying adjusted EBITDA at $8 million.
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15 May
Dow Jones Today: Dow falls 406 points as oil shock revives Fed-hike fear

Dow Jones Today: Dow falls 406 points as oil shock revives Fed-hike fear

The Dow Jones Industrial Average fell 406.40 points to 49,657.06 on Friday, slipping below 50,000 after oil prices and Treasury yields rose. The S&P 500 lost 50.23 points and the Nasdaq dropped 195.89. Prediction markets now show high odds of no Federal Reserve rate cuts in 2026. Ten of 11 major S&P sectors declined, with energy the only gainer.
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15 May
AT&T, Verizon, T-Mobile Rally Against Dead Zones With Uncommon Satellite Move, Eye Starlink Push

AT&T, Verizon, T-Mobile Rally Against Dead Zones With Uncommon Satellite Move, Eye Starlink Push

AT&T, Verizon, and T-Mobile announced plans to jointly build a satellite-based network to eliminate U.S. wireless dead zones, aiming to connect ordinary phones directly to satellites. The move follows the FCC’s approval of EchoStar’s $40 billion spectrum sale to SpaceX and AT&T. The carriers have an agreement in principle but have not finalized terms. AT&T reported $31.5 billion in Q1 revenue and $126.4 billion in net debt.
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15 May
UBS Calls Time on Ambev’s Run After Brazil Beer Surge

UBS Calls Time on Ambev’s Run After Brazil Beer Surge

Ambev’s São Paulo shares fell 0.25% to 15.73 reais Friday, despite UBS raising its target price but maintaining a Sell rating. First-quarter profit rose 2.1% to 3.89 billion reais, with Brazil Beer volumes hitting a record and net revenue up 9.6%. Cash flow surged 162.5% to 3.16 billion reais. Consolidated cash cost of goods sold per hectoliter climbed 8.5%.
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15 May
Shares of BigBear.ai Slide as Defense AI Hype Wavers

Shares of BigBear.ai Slide as Defense AI Hype Wavers

BigBear.ai shares fell about 5% to $4.16 Friday afternoon after reporting flat first-quarter revenue of $34.4 million and a wider adjusted EBITDA loss of $9.9 million. Backlog rose 14% to $281.9 million, boosted by a $53 million classified contract. The company kept its 2026 revenue forecast at $135 million to $165 million. Gross margin improved to 34.0% from 21.3% a year earlier.
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15 May
Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

Palantir’s AI Work in Ukraine Draws PLTR Into Human-Rights Firestorm

Palantir Technologies faces renewed investor pressure after shareholders representing $336.1 billion backed a call for an independent human-rights review of its software. The push comes as Palantir’s AI tools draw attention in Ukraine, where CEO Alex Karp signed a data-sharing deal with the military. Shareholders will vote on disclosure and rights proposals at the June 3 annual meeting. Palantir’s board opposes the measures.
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15 May
UiPath Shares Surge With AI Optimism Ahead of Earnings

UiPath Shares Surge With AI Optimism Ahead of Earnings

UiPath shares rose 7.4% to $10.39 Friday after the company launched Global AgentHack 2026, a developer contest focused on its new coding-agent platform. Trading volume hit nearly 29.9 million shares, with call options activity at 1.4 times the norm. The hackathon offers $50,000 in prizes and runs through June 29. Investors are watching to see if AI agents will boost or threaten UiPath’s automation business ahead of May 28 earnings.
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15 May
Volvo, DSV Begin First Driverless Freight in Texas; Aurora Innovation’s AUR Faces Real-World Trial

Volvo, DSV Begin First Driverless Freight in Texas; Aurora Innovation’s AUR Faces Real-World Trial

Volvo Autonomous Solutions and DSV have launched commercial autonomous freight service in Texas using a Volvo VNL truck equipped with Aurora’s self-driving system on the Dallas-Houston route. The service begins with a safety driver onboard. Aurora reported $1 million in Q1 revenue and a $223 million net loss, with plans to scale to over 200 driverless trucks by the end of 2026.
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15 May
Bradesco Stock Is Sliding Despite a Profit Beat — Credit Risk Is Why

Bradesco Stock Is Sliding Despite a Profit Beat — Credit Risk Is Why

Banco Bradesco’s U.S.-listed shares dropped $0.115 to $3.455 Friday after the bank reported a 16.1% rise in recurring net income to R$6.81 billion but a 26.5% jump in loan-loss provisions. Investors reacted to higher credit costs and a 54% profit drop at state-run Banco do Brasil, which also cut its 2026 forecast. The Selic rate remains at 14.50% after two cuts.
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15 May
Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon launched Alexa for Shopping across its app, website, and Echo Show devices, integrating its Rufus assistant into a broader AI tool that compares products, tracks prices, and automates purchases. Shares fell 1.8% to $262.50 Friday. The new service is available to U.S. customers and can complete eligible purchases from other retailers. Polymarket put 65% odds on a $260-$265 weekly close.
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15 May
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