Wall Street Rally Faces Jobs Test as Fed and AI Earnings Loom
Markets Daniel Marsh

Wall Street Rally Faces Jobs Test as Fed and AI Earnings Loom

S&P 500 and Nasdaq closed May at record highs, capping nine weeks of gains. Markets now eye Friday's nonfarm payrolls and tech earnings from Palo Alto Networks, CrowdStrike, and Broadcom.

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Keel Infrastructure Surges on AI Pivot; Lease Signings Key Next Week
Markets Daniel Marsh

Keel Infrastructure Surges on AI Pivot; Lease Signings Key Next Week

Keel Infrastructure closed at $5.68 Friday, up 22% for the week, after rebranding from Bitfarms. Q1 revenue fell 23% to $37M with a $98M loss. CEO targets three leases by year-end.

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NIO Launches ES9 SUV Amid Cooling Chinese EV Market, CEO Warns of Saturation
Markets Daniel Marsh

NIO Launches ES9 SUV Amid Cooling Chinese EV Market, CEO Warns of Saturation

NIO's stock jumped 7.7% last week to $5.60 after the ES9 SUV launch, but CEO William Li warns China's auto market is now saturated. Q1 deliveries nearly doubled YoY but fell 33% from Q4.

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AI Infrastructure Orders Boost Cisco's Outlook, Stock Nears Highs
Technology Sarah Chen

AI Infrastructure Orders Boost Cisco's Outlook, Stock Nears Highs

Cisco closed near $120 after a strong Q3 earnings report, with AI infrastructure orders surging and full-year guidance raised to $9 billion.

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HPQ Rises on AI-PC Growth but Faces Margin Squeeze from Higher Memory Costs
Earnings James Calloway

HPQ Rises on AI-PC Growth but Faces Margin Squeeze from Higher Memory Costs

HP shares rallied on AI-PC momentum and solid earnings, but warnings of margin compression from higher memory-chip costs tempered optimism.

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BlackBerry Hits Six-Session Rally: QNX Backlog and FedRAMP Win Fuel Optimism
Technology Sarah Chen

BlackBerry Hits Six-Session Rally: QNX Backlog and FedRAMP Win Fuel Optimism

BlackBerry closed at $9.00, up 2.5% Friday and 13.8% for the week, fueled by QNX revenue growth, a $950M royalty backlog, and FedRAMP re-certification.

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Blue Origin Explosion Casts Shadow on AST SpaceMobile's 2026 Satellite Plans
Markets Daniel Marsh

Blue Origin Explosion Casts Shadow on AST SpaceMobile's 2026 Satellite Plans

AST SpaceMobile stock plunged 14.79% Friday after a Blue Origin New Glenn rocket explosion raised doubts about its 2026 satellite rollout. Deutsche Bank cut its rating to Hold, slashing the price target to $106.

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MARA Holdings Rises on AI Infrastructure Pivot, Long Ridge Deal
Markets Daniel Marsh

MARA Holdings Rises on AI Infrastructure Pivot, Long Ridge Deal

MARA Holdings rose 4.1% in a short week, driven by its $1.5 billion Long Ridge Energy acquisition and pivot to AI infrastructure, despite a Q1 net loss of $1.3 billion.

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Alphabet Stock Falls Despite Cloud Surge as Wall Street Hits Records
Markets Daniel Marsh

Alphabet Stock Falls Despite Cloud Surge as Wall Street Hits Records

Alphabet shares dropped 2.51% Friday while major indexes hit records. Google Cloud revenue surged 63% to $20B, but rising capex and regulatory risks loom.

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Grab Holds Steady as Indonesia Regulatory Risk Weighs
Markets Daniel Marsh

Grab Holds Steady as Indonesia Regulatory Risk Weighs

Grab shares were little changed despite strong Q1 earnings and a majority stake in Superbank, as Indonesia's proposed cap on ride-hailing commissions threatens margins.

GRAB
Micron Surpasses $1 Trillion Market Cap as AI Memory Demand Drives Record Rally
Technology Sarah Chen

Micron Surpasses $1 Trillion Market Cap as AI Memory Demand Drives Record Rally

Micron closed at $971 Friday, up 29.3% since May 22, topping a $1.11 trillion market cap as AI memory demand and a UBS price target hike fueled a record week. Options markets signal a 10% swing next week.

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Archer Aviation Stock Faces Key Test After FAA Milestone
Markets Daniel Marsh

Archer Aviation Stock Faces Key Test After FAA Milestone

Archer Aviation shares closed at $6.81, up 7.1% for the week, after becoming the first eVTOL firm to close Phase 3 of FAA type certification. The stock now faces a key test.

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