Chips Roar Back: Intel +6%, AMD +8%, ARM +16% Ahead of Nvidia
Chips snap back: Intel +6.4%, AMD +8.3%, ARM +15.6%, lifted by BofA’s $125B server-CPU call with Nvidia earnings on deck.
Stock Market
ServiceNow Pops 5% as BofA Restarts After $7.8B Armis Buy
ServiceNow stock jumped roughly 5% Monday after Bank of America restarted coverage at Buy, weeks after the $7.8B cash purchase of Armis and a $4B bond sale.
Chip Stocks Tumble as $9T Semi Concentration Hits S&P 500
Nvidia, Broadcom, Micron and AMD all fell 3-7% as $9 trillion in chip market cap tests the S&P 500’s record concentration.
Russell 2000 Drops 2.4% as Long Yields Slam Small Caps
Small-cap stocks led Friday’s selloff with the Russell 2000 down 2.4% as rising Treasury yields rekindled fears about leverage, refinancing, and unprofitable balance sheets.
NextEra-Dominion Talks: $400B Utility Megadeal for AI Power
NextEra Energy is in talks to acquire Dominion in a mostly-stock deal that would create a roughly $400B utility built around the Virginia data center boom.
POET Plunges 22% on $400M Raise, Eclipsing Lumilens Deal
POET Technologies tumbled 22% on May 15, 2026 as a $400M dilutive raise overshadowed a fresh AI-optics supply pact worth up to $500M with Lumilens.
Hot 3.8% April CPI Slams AI Stocks; Nasdaq Falls 1.5%
April CPI printed at 3.8% YoY — the hottest reading since May 2023 — knocking the Nasdaq down 1.5% as Nvidia, Intel and Micron led an AI-led selloff.
Stock Buybacks vs. Dividends: How Companies Pay You Back
Buybacks and dividends both return cash to shareholders, but they work very differently. Here’s the math, the tax rules, and when each one wins.
Abel’s First 13F: Berkshire Drops UNH, Buys Delta and Macy’s
Berkshire Hathaway’s Q1 2026 13F closed 16 positions including UnitedHealth, Amazon, Visa and Mastercard while adding a $2.65B Delta stake and tripling Alphabet.
Alphabet’s Record $3.6B Yen Bond Funds Its AI Capex Spree
Alphabet sold ¥576.5B ($3.6B) of yen bonds on May 15, 2026 — the biggest foreign issue ever, beating Berkshire’s 2019 record. Why Tokyo, why now.