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Cerebras lifted its IPO range to $150-160 a share — valuing the wafer-scale AI chipmaker up to $48.8B, with the book 20x oversubscribed ahead of pricing.

Palantir's $1.63B Q1 print is real. But at 87x forward earnings, the market is pricing an AIP revenue line the company does not separately disclose.

Cisco reports Q3 FY26 on May 13, 2026. AI infrastructure orders past $5B, Splunk integration into year two, and gross margin under memory-cost pressure.

Micron tops the trending stock charts on May 11, 2026, ahead of Nvidia and AMD. HBM4 ramp, surging DRAM contracts, and a structural shortage explain why.

Tesla robotaxi expansion is getting attention, but fleet density may be the better 2026 indicator for whether the business can scale.

Dell stock is riding a $43B AI server backlog, but rising receivables, financing exposure and component costs raise a sharper risk.

Sandisk stock is riding AI storage demand, but $511M in customer advances raises a sharper question: moat or pull-forward trap?

The S&P 500’s 28-session rally was powerful but narrow, with 10 AI-linked stocks driving nearly 70% of gains. Can it last?

Nvidia stock is powered by AI demand, but GPU-backed debt, CoreWeave financing and Rubin upgrades create a sharper 2026 risk.

Snowflake may be valued like a data warehouse while Databricks gets the AI infrastructure premium. Here is the valuation gap behind SNOW stock.

AI is not just replacing jobs. It is compressing the junior work that trained people into senior roles, reshaping labor markets worldwide.

QBTS stock faces a May-to-June proof window as D-Wave reports earnings before its first Investor Day. Here is what investors should watch.