Ramp Targets $40B Valuation in $750M Funding Round
Technology Sarah Chen

Ramp Targets $40B Valuation in $750M Funding Round

Ramp is negotiating a $750 million funding round at a pre-money valuation exceeding $40 billion, with existing investors GIC and Iconiq Capital expected to co-lead.

AXP SAP
Lumentum Joins Nasdaq-100 as AI Optics Demand Surges
Technology Sarah Chen

Lumentum Joins Nasdaq-100 as AI Optics Demand Surges

Lumentum Holdings will enter the Nasdaq-100 on May 18, replacing CoStar Group. The optical components company's stock has surged 145% this year amid AI-driven demand.

NVDA COHR
IREN Shares Slide on $2 Billion Convertible Note Plan After Nvidia Deal
Markets Daniel Marsh

IREN Shares Slide on $2 Billion Convertible Note Plan After Nvidia Deal

IREN Ltd. shares dropped 9.43% to $55.43 premarket Monday after announcing a $2 billion convertible note offering, following last week's Nvidia partnership. The company's Q3 revenue fell to $144.8 million with a net loss of $247.8 million.

IREN NVDA MSFT
Markets Daniel Marsh

Nike Stock: Institutional Buying vs. Rising Short Interest

Nicholas Company reported a 123,652-share Nike stake worth $6.53 million as of March 31, while short interest rose to 4.67% by May 1. Wells Fargo downgraded Nike, citing GLP-1 drug risks.

NKE
Social Security Payments for May 2026: Schedule and Key Details
Economy Daniel Marsh

Social Security Payments for May 2026: Schedule and Key Details

Social Security's May 2026 payment cycle starts May 13 for those born 1st-10th, with average retired worker checks at $2,081.16. The 2.8% COLA increase is partly offset by higher Medicare Part B premiums.

SPY
Applied Digital's Cloud Spin-Off ChronoScale Begins Trading; APLD Retains 97% Stake
IPO Michael Okonkwo

Applied Digital's Cloud Spin-Off ChronoScale Begins Trading; APLD Retains 97% Stake

Applied Digital's cloud unit ChronoScale (CHRN) started trading on Nasdaq, with APLD retaining 97% ownership. The spin-off aims to separate risk profiles, while APLD secured a $300M bridge loan for its North Dakota data center.

APLD EKSO
Silver Rally Nears $80, Awaits CPI Data for Direction
Commodities Rebecca Torres

Silver Rally Nears $80, Awaits CPI Data for Direction

Silver trades near $80 as traders await U.S. CPI data. A break above $83 could signal further gains, while failure risks a drop toward $70.

SLV GLD USO
Oklo Earnings in Focus After NRC Design Approval
Earnings James Calloway

Oklo Earnings in Focus After NRC Design Approval

Oklo Inc. reports Q1 earnings Tuesday, with analysts expecting a 19-cent loss, following NRC approval of key design criteria for its Aurora reactor.

OKLO META NVDA
Helport AI Shares Skyrocket 49% in Premarket on Heavy Volume
Markets Daniel Marsh

Helport AI Shares Skyrocket 49% in Premarket on Heavy Volume

Helport AI shares jumped 49.1% to $1.47 in U.S. premarket trading Monday, with volume surging to 6.98 million shares. No new corporate news was released.

HPAI
Soluna Holdings Gains SEC Nod for Share Resale Registration
Markets Daniel Marsh

Soluna Holdings Gains SEC Nod for Share Resale Registration

Soluna Holdings secures SEC clearance for a resale registration of 2.4M shares, while advancing its renewable energy and bitcoin hosting projects.

SLNH
WhiteFiber Q1 Results Due as NC-1 Data Center Revenue Ramp Begins
Earnings James Calloway

WhiteFiber Q1 Results Due as NC-1 Data Center Revenue Ramp Begins

WhiteFiber reports Q1 earnings May 14 as its NC-1 data center begins billing under a $865M Nscale colocation deal. Revenue rose 61% in Q4 to $23.6M, but net loss was $1.5M.

CRWV IREN NVDA
Rocket Lab Soars 34% on Record Revenue, $2.2B Backlog
Technology Sarah Chen

Rocket Lab Soars 34% on Record Revenue, $2.2B Backlog

Rocket Lab shares surged 34% to a record after Q1 revenue jumped 63.5% to $200.3 million, driven by a $2.2 billion launch backlog and key defense contracts.

RKLB