News — AI supercycle headlines

Simply Wall St.1d agoneutral

NIO (NIO) Is Up 10.8% After April Deliveries Hit 29,356 Vehicles Has The Bull Case Changed?

NIO Inc. has already reported that it delivered 29,356 vehicles in April 2026, lifting year-to-date deliveries to 112,821 and confirming strong momentum ahead of its scheduled May 21 release of unaudited first-quarter 2026 financial results. Beyond higher volumes, NIO is leaning on its expanding multi-brand lineup, battery swap network, and in-house autonomous driving chips to deepen recurring revenue potential and differentiate its EV ecosystem. Against this backdrop of brisk early-2026...

NIO

Simply Wall St.1d agoneutral

How Investors Are Reacting To Waste Management (WM) Elevating Sustainability Leader Tara Hemmer To COO

Earlier this week, Waste Management appointed long-time executive Tara Hemmer as Executive Vice President and Chief Operating Officer, while announcing the upcoming July retirement of Senior Vice President Rafael Carrasco and a realignment of the WM Healthcare Solutions reporting structure. Hemmer’s expanded remit, which combines oversight of day-to-day operations with leadership of recycling, renewable energy and advisory services, highlights how deeply Waste Management is embedding...

Simply Wall St.1d agobullish

A Look At Wells Fargo (WFC) Valuation After Analyst Upgrade And Strong Q1 2026 Results

Wells Fargo (WFC) has moved back into focus after Phillip Securities upgraded the stock to Buy following Q1 2026 results that showed 15% diluted EPS growth and 11% loan growth. See our latest analysis for Wells Fargo. The upgrade comes after a sharp swing in sentiment, with the stock down 22.76% year to date on a share price basis and 15.13% over 30 days, even though the 3 year total shareholder return of 95.86% and 5 year total shareholder return of 79.64% remain strong. This suggests that...

WFC

Simply Wall St.1d agoneutral

Netflix NFL Push And Ad Tier Expansion Reframe Long Term Upside

Netflix (NasdaqGS:NFLX) has secured a new four-year partnership with the NFL, expanding the number of live games it will stream globally, including exclusive international matchups. The company is also growing its ad-supported tier, now available in 15 new countries and serving over 250 million active viewers with more than 4,000 advertisers. Upgraded ad-targeting tools aim to make Netflix a more attractive platform for brands as it leans further into live content and advertising. For...

NFLX

Simply Wall St.1d agoneutral

S&P Global Ties AI And Energy Insights To Capital IQ Pro

S&P Global (NYSE:SPGI) has integrated S&P Global Energy news and insights into its Capital IQ Pro platform. The company has also launched HorizonsAgents, an AI powered suite designed to support energy, finance, and sustainability workflows. These updates aim to give institutional clients broader access to data and analytics linked to the energy transition and AI driven workflows. S&P Global (NYSE:SPGI) provides indices, credit ratings, and data solutions that many investors and companies...

SPGI

Barrons.com1d agoneutral

Clarity Act Gets Vote Thursday as Bank-Crypto Fight Comes to a Head

The Senate Banking Committee is expected to advance the Clarity Act on Thursday, but Democrats’ demands for Trump-related ethics restrictions could determine whether the crypto bill ultimately becomes law.

COIN MSTR STRC

Barrons.com1d agobullish

Hewlett Packard Enterprise Stock Surges. How Cisco Is Giving Its AI Competitors a Boost.

HPE has exposure to both networking and servers, two persistent themes in the artificial-intelligence trade.

ANET DELL HPE

Investing.com1d agoneutral

Wolfe sees global central bank policies diverging from the Fed

Investing.com -- Wolfe Research is warning that global central banks could be heading toward a policy split with the Federal Reserve, with the Bank of Japan emerging as the most important variable to watch in the months ahead.

Simply Wall St.1d agoneutral

Unusual Machines (UMAC) Valuation Check As US$75 Million Inventory Push Follows Capital Raise

Why Unusual Machines stock is back on investor radars Unusual Machines (UMAC) has committed approximately US$75 million to inventory orders after raising about US$150 million, a material move that puts supply chain readiness at the center of the stock story. See our latest analysis for Unusual Machines. That inventory push and upcoming Q1 2026 results are landing at a time when momentum has been building, with a 26.22% 90 day share price return and a very large 1 year total shareholder return...

UMAC

Reuters Videos1d agoneutralVIDEO

US clears sales of Nvidia's H200 chip to 10 China firms

<body>STORY: The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200.That's according to three sources speaking to Reuters.But they said not a single delivery has been made so far.It's left a major tech deal in limbo as CEO Jensen Huang looks for a breakthrough in China this week.A source said Huang joined the US delegation to Beijing after a late invitation from Donald Trump.The U.S. President picked him up in Alaska en route to a summit with Chinese President Xi Jinping.Huang's presence raised hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.Sources said the U.S. Commerce Department has approved around 10 Chinese companies to buy the H200.Those firm include Alibaba, Tencent, ByteDance and JD.com, and some distributors like Lenovo and Foxconn.The sources added buyers can buy either directly from Nvidia or through those intermediaries.And each approved customer can purchase up to 75,000 chips under the U.S. licensing terms.A spokesperson for the U.S. Department of Commerce declined to comment.Chinese authorities didn't respond to requests for comment either.Huang told state broadcaster CCTV on Thursday he hoped Trump and Xi would build on their good relationship during talks in Beijing.One source said deals have stalled despite U.S. approval as Chinese firms have pulled back after guidance from Beijing.They added the shift in China was partly caused by changes on the U.S. side, though it isn't clear what exactly shifted.A separate source said pressure is mounting in Beijing to block or tightly vet the orders.Beijing's hesitation reflects strategic thinking as the government fears imports could weaken a push to develop homegrown AI chips.China's AI chips still lag behind Nvidia.But local firms like DeepSeek have promoted their reliance on domestic chips, including those developed by Huawei.</body>

BABA JD

InvestorsHub1d agobearish

Intuitive Machines Shares Slip After Revenue Miss Despite Record Quarter

Intuitive Machines (NASDAQ:LUNR) shares fell more than 3% in premarket trading Thursday after the company reported first-quarter revenue below Wall Street expectations, despite posting strong year-on-year growth and record operational metrics. Revenue Misses Forecasts as Loss WidensThe company reported first-quarter revenue of $186.

LUNR

Yahoo Finance Video1d agoneutralVIDEO

Why the Cerebras IPO is a huge deal for the AI chip game

Artificial intelligence (AI) chipmaker Cerebras is set to go public on Thursday. Yahoo Finance's Julie Hyman and Myles Udland outline what you need to know, including how OpenAI (OPAI.PVT) fits into the picture.

NVDA

Motley Fool1d agobullish

Is Fastly Stock a Buy After Carlson Investments Initiated a Position Worth $3.5 Million?

Fastly delivers edge cloud infrastructure and security solutions for enterprises across digital publishing, retail, and financial services.

AAPL FSLY GOOG GOOGL

Yahoo Finance1d agoneutral

Summer travel inflation: These consumers may just stay home

It could be a tough travel season for key players.

BAC

Motley Fool1d agobullish

Dirt Cheap Stocks to Buy With $1,000 Right Now

These three consumer stocks are cheap with solid growth opportunities ahead.

ELF INTC NVDA

StockStory1d agobearish

Regions Financial and FirstSun Capital Bancorp Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026.

BAC

InvestorsHub1d agobullish

Klarna Shares Surge After Strong First-Quarter Earnings Beat

Klarna Group (NYSE:KLAR) shares jumped more than 13% in premarket trading Thursday after the company reported first-quarter results that exceeded Wall Street expectations, supported by strong transaction growth and improving profitability. Revenue and GMV Growth Outpace ExpectationsKlarna posted an adjusted loss of -$0.

KLAR

Zacks1d agobullish

STX Soars 197% YTD: Buy the Stock Amid Booming AI-Led Storage Demand?

Seagate is riding the AI storage boom as cloud demand, HAMR adoption and strong cash flow fuel growth despite valuation concerns.

AMD MU STX WDC

Barchart1d agoneutral

Stocks Push Higher on Strength in Tech and a Solid US Retail Sales Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.40%, and June E-mini Nasdaq futures...

ADBE ADSK AMAT AVGO CDNS DDOG DIA KLAC+10

TechCrunch1d agobearish

Cisco cuts nearly 4,000 jobs to spend more on AI, reports ‘record quarterly revenue’

This is Cisco's latest layoff in recent years, while the company's chief executive touts record revenue and growth.

CSCO GM NET

Zacks1d agoneutral

Earnings Preview: Deere (DE) Q2 Earnings Expected to Decline

Deere (DE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks1d agoneutral

Walmart (WMT) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Walmart (WMT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

WMT

Wealth Management1d agoneutral

Schwab CEO Says AI Will Serve Below $1M Clients

Ahead of Schwab's investor day, CEO Rick Wurster also said the firm was on a “multi-year” journey to bolster its workplace offerings, including retirement plan investments.

SCHW

Zacks1d agobullish

Best Momentum Stocks to Buy for May 14th

LITE, ONTO and TPR made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 14th, 2026.

LITE

Zacks1d agobullish

Cheniere Energy Q1 Earnings Beat Estimates on Record LNG Loadings

LNG expects 2026 consolidated adjusted EBITDA in the range of $7.25-$7.75 billion, revised upward from the previous guidance of $6.75-$7.25 billion.

HAL KMI LNG

StockStory1d agoneutral

Amtech, Skyworks Solutions, and Monolithic Power Systems Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

MPWR MU SSNLF SWKS

StockStory1d agobearish

BankUnited and Pathward Financial Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after the Fed signaled rate cuts were off the table for 2026.

BAC

Motley Fool1d agoneutral

Hedge Fund Takes New Position in Logistics Stock, According to Recent SEC Filing

Pitney Bowes provides technology and logistics solutions for global businesses, with offerings in ecommerce, mail processing, and shipping.

AMZN GOOG GOOGL META

Zacks1d agobullish

Does Quantum Computing Inc. (QUBT) Have the Potential to Rally 61.65% as Wall Street Analysts Expect?

The mean of analysts' price targets for Quantum Computing Inc. (QUBT) points to a 61.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

QUBT