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Micron Joins the $1 Trillion Club on AI Memory Surge

September 12, 2026May 26, 2026 by Bruno
Micron Joins the $1 Trillion Club on AI Memory Surge

Micron (MU) jumped 19.3% to $895.88 on May 26, 2026, lifting its market cap above $1 trillion as AI HBM demand reshapes the memory cycle.

Categories Artificial Intelligence, Technology Tags HBM, Micron Technology, MU stock, stock market, trillion dollar club

Pipeline Stocks Are Quietly Beating the S&P 5x in 2026

September 12, 2026May 26, 2026 by Bruno
Pipeline Stocks Are Quietly Beating the S&P 5x in 2026

Midstream operators like WMB, OKE and KMI are up 20-30% YTD vs the S&P 500’s 4.7%. AI data-center power demand and the LNG export buildout are doing the work.

Categories Artificial Intelligence, Energy & Commodities Tags AI data center power, LNG exports, midstream stocks, stock market, williams companies

Wix to Cut 1,000 Jobs as Base44 AI Bet Hits Margins

September 12, 2026May 26, 2026 by Bruno
Wix to Cut 1,000 Jobs as Base44 AI Bet Hits Margins

Wix is cutting ~20% of staff after a $57.5M Q1 loss, with the Base44 AI bet reshaping costs and the stock pinned at 52-week lows.

Categories Artificial Intelligence, Earnings Tags ai restructuring, base44, stock market, tech layoffs, wix layoffs

Salesforce Q1 FY27 Preview: Agentforce Meets a -33% Stock

September 12, 2026May 25, 2026 by Bruno
Salesforce Q1 FY27 Preview: Agentforce Meets a -33% Stock

Salesforce reports Q1 FY27 on May 27, 2026. Revenue guide is $11.03-$11.08B; non-GAAP EPS guide is $3.11-$3.13. The number that matters: Agentforce ARR.

Categories Artificial Intelligence, Earnings Tags agentforce, AI stocks, enterprise software, salesforce earnings, stock market

Nikkei 225 Tops 65,000 First Time on Iran Peace, Tech Bid

September 12, 2026May 25, 2026 by Bruno
Nikkei 225 Tops 65,000 First Time on Iran Peace, Tech Bid

Japan’s Nikkei 225 closed at a record 65,158 on May 25, 2026, up 2.87%. Iran peace talks crushed oil; SoftBank and chip equipment names led the bid.

Categories Energy & Commodities, Market Trend, Technology Tags iran peace oil, nikkei 225, softbank group, stock market, tokyo stock exchange

Ford Jumps 9.2% to 3-Year High as AI Story Re-Rates

September 12, 2026May 24, 2026 by Bruno
Ford Jumps 9.2% to 3-Year High as AI Story Re-Rates

Ford ripped 9.22% to $14.93, a fresh 52-week and 3-year high, as Wall Street started crediting its AI and Dearborn pivot. Now comes the hard part.

Categories Artificial Intelligence, Automotive Tags auto stocks, bluecruise, f stock, ford motor, ford stock, stock market

Futu Plunges 27% on $271M China Penalty; Tiger Hit Too

September 12, 2026May 24, 2026 by Bruno
Futu Plunges 27% on $271M China Penalty; Tiger Hit Too

Futu Holdings dropped 26.9% Friday after the CSRC proposed a ~$271M penalty for unlicensed mainland brokerage. Tiger Brokers fell 25.3% in sympathy.

Categories China, Earnings Tags china securities regulation, cross-border brokerage, csrc, futu holdings, stock market

Dell Jumps 16.8% on NVIDIA Halo; Q1 Bar Is High Now

September 12, 2026May 24, 2026 by Bruno
Dell Jumps 16.8% on NVIDIA Halo; Q1 Bar Is High Now

Dell ripped 16.77% Friday after NVIDIA’s record $81.6B quarter. With a $43B AI server backlog already in hand, Q1 FY27 has to deliver.

Categories Artificial Intelligence, Earnings, Technology Tags AI infrastructure, ai server stocks, dell earnings, dell technologies, nvidia earnings, stock market

Navitas (NVTS) Up 287% YTD on AI Data Center Power Bet

September 12, 2026May 23, 2026 by Bruno
Navitas (NVTS) Up 287% YTD on AI Data Center Power Bet

Navitas Semiconductor jumped 20% to $29.25 on May 22, extending a 287% YTD run as the 800V AI data center power thesis takes hold.

Categories Artificial Intelligence, Technology Tags AI data center, gan semiconductors, navitas semiconductor, nvts stock, power semiconductors, stock market

S&P 500 Hits 8-Week Win Streak, Longest Since 2023

September 12, 2026May 23, 2026 by Bruno
S&P 500 Hits 8-Week Win Streak, Longest Since 2023

Wall Street’s eight-week run, its longest since December 2023, lifted the S&P 500 to 7,473 as small caps and quantum names led Friday.

Categories Artificial Intelligence, Market Trend, Technology Tags market rally, Nvidia, quantum stocks, russell 2000, stock market
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