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Palantir Surges 9.2% as AI Optimism and Dell Deal Fuel Rally
Technology Sarah Chen

Palantir Surges 9.2% as AI Optimism and Dell Deal Fuel Rally

Palantir Technologies surged 9.2% to $156.54, its best session in a year, lifting market cap near $402 billion. AI spending optimism and a Dell deal fueled the rally.

PLTR DELL SNOW AMZN AVGO
Super Micro Surges 30% in a Week on AI Server Demand Boost from Dell
Technology Sarah Chen

Super Micro Surges 30% in a Week on AI Server Demand Boost from Dell

Super Micro Computer shares jumped 30% in a week, lifted by Dell's strong AI server revenue and sector-wide rally. Key catalysts ahead include HPE earnings and US jobs data.

SMCI DELL HPE NVDA
Ford Energy Drives Stock to Multi-Year High Ahead of CFO Conference Speech
Markets Daniel Marsh

Ford Energy Drives Stock to Multi-Year High Ahead of CFO Conference Speech

Ford shares hit a 52-week high Friday as investors focus on the Ford Energy battery storage business and a new EDF supply deal, ahead of CFO Sherry House's UBS conference appearance.

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Ondas Shares Surge 46% in Week on Record Orders, Vote on Share Count Looms
Markets Daniel Marsh

Ondas Shares Surge 46% in Week on Record Orders, Vote on Share Count Looms

Ondas Inc. shares surged 46% last week to $13.22 after reporting over $30 million in May orders and raising its 2026 revenue target to $390 million. A shareholder vote on increasing authorized shares adds risk.

ONDS
HPE Shares Soar to Record High as AI Server Rally Intensifies Ahead of Q2 Report
Earnings James Calloway

HPE Shares Soar to Record High as AI Server Rally Intensifies Ahead of Q2 Report

HPE shares closed at a record $43.04, up 12.64%, fueled by Dell's strong AI server results. The company reports fiscal Q2 earnings on Monday, with a focus on AI server orders and networking performance.

HPE DELL SMCI
POET Technologies: After a Volatile Week, What Lies Ahead?
Markets Daniel Marsh

POET Technologies: After a Volatile Week, What Lies Ahead?

POET Technologies shares fell 7.3% on Friday to $12.29, capping a week of nearly 16% decline, while the Nasdaq rose 2.4%. The company raised $400M in a direct offering but faces lawsuits and uncertainty after losing Celestial AI orders.

POET
POET Technologies Faces Headwinds After $400M Raise and Celestial AI Loss
Markets Daniel Marsh

POET Technologies Faces Headwinds After $400M Raise and Celestial AI Loss

POET Technologies shares dropped 7.3% to $12.29 Friday, capping a 16% weekly decline. The optical chip maker raised $400M but faces lawsuits and lost Celestial AI orders.

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Micron Joins Trillion-Dollar Club; Key Week Ahead May Set Direction
Technology Sarah Chen

Micron Joins Trillion-Dollar Club; Key Week Ahead May Set Direction

Micron's market cap surpassed $1 trillion as shares closed at $971. Analysts raised price targets sharply on tight HBM supply and AI demand. Samsung's new HBM4E chip adds competitive pressure.

MU NVDA SSNLF
Nvidia Enters New Phase as AI PC Launch Looms
Technology Sarah Chen

Nvidia Enters New Phase as AI PC Launch Looms

Nvidia shares slipped 1.9% last week as the company gears up for its AI PC launch with Microsoft. Record revenue and a raised buyback plan underscore strong demand, but high expectations keep the stock under pressure.

NVDA MSFT INTC AMD QCOM DELL
Estonia Approves Tesla FSD, Market Awaits Monday Trading Session
Technology Sarah Chen

Estonia Approves Tesla FSD, Market Awaits Monday Trading Session

Tesla shares gained 2.3% last week after Estonia approved its FSD system. U.S. markets will react Monday, with European registrations up 46.5% in April.

TSLA
SoFi Stock Rises 17% After Stablecoin Launch, Monday Open Key
Crypto Sarah Chen

SoFi Stock Rises 17% After Stablecoin Launch, Monday Open Key

SoFi Technologies shares surged 17% last week after launching its SoFiUSD stablecoin. The stock closed at $18.22 with a market cap near $25.1B.

SOFI COIN JPM
Microsoft Stock Rallies Ahead of Build Conference; AI Investments in Focus
Technology Sarah Chen

Microsoft Stock Rallies Ahead of Build Conference; AI Investments in Focus

Microsoft shares surged 5.45% to $450.24, gaining 7.6% for the week. All eyes are on the Build developer conference for AI model unveilings.

MSFT NVDA GOOGL AMZN AVGO