ServiceNow Stock Draws Large Institutional Interest, Latest Filings Suggest ChangeInstitutional investors including Glenview Trust, Coldstream Capital, and MMBG Investment Advisors sharply increased ServiceNow stakes in the fourth quarter, SEC filings show. ServiceNow shares last traded near $102, valuing the firm at about $106 billion. First-quarter revenue rose 22% to $3.77 billion. Analysts and investors are weighing the company’s AI prospects against sector caution. https://ts2.tech/en/servicenow-stock-draws-large-institutional-interest-latest-filings-suggest-change/

Rigetti Stock’s $100 Million Quantum Deal Has One Big Catch Traders Can’t Ignore
Rigetti Computing shares dipped 0.23% to $26.36 in early premarket trading Tuesday after a two-day surge of over 50%. The move follows Rigetti’s May 21 announcement of a letter of intent with the U.S. Commerce Department for up to $100 million in funding. The award involves issuing new stock to the government at a discounted price, raising dilution risk for current shareholders.
https://ts2.tech/en/rigetti-stocks-100-million-quantum-deal-has-one-big-catch-traders-cant-ignore/

Navitas Semiconductor shares rose to around $32 in premarket trading Tuesday, up 9.4% from Friday’s $29.25 close. Two SEC filings from May 22 detailed the issuance of over 3.2 million merger earnout shares and the settlement of a SPAC-era sponsor share dispute. The company remains unprofitable and has increased its share count under prior agreements. First-quarter revenue reached $8.6 million, down from $14 million a year ago.
https://ts2.tech/en/navitas-shares-jump-again-hot-streak-faces-dilution-risk-with-ai-bet/

Marvell Technology traded at $206.75 in premarket Tuesday, up 5.3% from Friday’s close, ahead of its fiscal first-quarter results due after the close Wednesday. Options markets are pricing in a move of up to 12% after earnings. Analysts expect Q1 revenue near $2.41 billion and adjusted EPS of 80 cents, almost 30% higher than last year. Stifel raised its price target to $210, citing strength in optical interconnects.
https://ts2.tech/en/marvell-jumps-before-earnings-with-ai-trade-pointing-at-200/

Micron shares traded at $779.05 before Tuesday’s open, up 3.7% from Friday’s $751.00 close. The company began producing 1-alpha DRAM at its expanded Manassas, Virginia plant, a $2 billion project set to quadruple DDR4 wafer output. U.S. markets reopen Tuesday after the Memorial Day holiday.
https://ts2.tech/en/micron-stock-rises-early-as-ai-memory-demand-faces-new-test/

Rolls-Royce Holdings shares rose 0.8% to 1,258.8p in early London trade Tuesday after the Spring Bank Holiday, tracking the FTSE 100. The company reaffirmed 2026 profit guidance at its April 30 annual meeting, citing a 5% rise in large-engine flying hours to 115% of 2019 levels in Q1. Rolls has completed over £750 million of a planned £7–9 billion buyback. Analysts warn of ongoing execution risks.
https://ts2.tech/en/rolls-royce-share-price-today-why-the-ftse-100-engine-maker-is-rising-again/

Lloyds Banking Group shares rose over 1% at Tuesday’s open in London, trading above 100p for the first session after the Spring Bank Holiday. The bank filed for a 500 million share block admission tied to staff plans, set for May 27. Lloyds recently bought back 5 million shares at 99.57p each and posted a Q1 pretax profit of £2 billion, up 33%. Barclays and NatWest also gained over 1% in early trading.
https://ts2.tech/en/lloyds-shares-trade-above-100p-in-london/

Infleqtion shares surged 11.2% Friday to $16.35, capping a 31.4% weekly gain ahead of the Memorial Day market closure. The rally followed a May 21 letter of intent with the U.S. Commerce Department for up to $100 million in proposed funding under the CHIPS Act. The award is not final and depends on meeting development milestones. U.S. equity markets reopen Tuesday after the holiday.
https://ts2.tech/en/infleqtion-shares-up-31-this-week-after-100-million-quantum-contract-eyes-on-tuesday-trading/

Plug Power shares closed at $3.78 on May 22 after a volatile week, rebounding 14.2% on May 21 following news of a final investment decision for its 30-megawatt Barrow Green Hydrogen project in the UK. The company reported Q1 revenue up 22% to $163.5 million and improved gross margin, but analysts remain cautious, with price targets ranging from $2.50 to $5. U.S. markets were closed May 25 for Memorial Day.
https://ts2.tech/en/plug-power-stock-pauses-after-a-wild-week-the-next-test-is-cash/

Archer Aviation (ACHR) closed Friday at $6.36, up 5.1% for the week, before slipping to $6.29 in after-hours trading. The company reported a Q1 net loss of $217.7 million on $1.6 million revenue, with $1.78 billion in cash at quarter’s end. Archer says it completed Phase 3 of FAA certification for its Midnight eVTOL. Investors await updates on Phase 4 testing and U.S. pilot program plans.
https://ts2.tech/en/archer-aviation-stock-paused-monday-traders-watching-tuesday-for-achr-direction/

Xanadu’s TSX shares rose 5.18% to C$21.85 on Monday, while its Nasdaq line was closed for Memorial Day after ending Friday at $15.18. The company last week announced a $300 million equity facility and said a quantum-memory advance could halve certain operating costs. Investors are watching dilution risk and upcoming meetings with TD Cowen on May 28. First-quarter net loss widened to $20.6 million on $2.8 million revenue.
https://ts2.tech/en/xanadu-stock-is-moving-while-nasdaq-sleeps-the-300-million-question-investors-face/

Keel Infrastructure’s Toronto-listed shares rose 6.94% to CA$7.09 on Monday, while its Nasdaq line remained closed for Memorial Day after ending Friday at $4.81, up 3.66%. Investors are watching Keel’s pivot from bitcoin mining to leasing power-backed data centers for AI. First-quarter revenue fell 23% to $37 million, with a $128 million loss from continuing operations. Keel reported $533 million in liquidity.
https://ts2.tech/en/keel-infrastructure-stock-is-jumping-now-comes-the-ai-lease-test/

Rivian shares closed Friday at $14.22, up 0.49% for the day and 3.1% for the week, outpacing the Nasdaq ahead of the Memorial Day market closure. The stock rebounded after early-week losses, with investors watching R2 delivery progress and launch costs. Rivian’s R2 SUV lineup starts at $45,000, with first deliveries planned for 2026. CEO RJ Scaringe said production has begun in Illinois.
https://ts2.tech/en/rivian-stock-just-got-a-long-weekend-jolt-now-comes-the-45000-r2-test/

Marvell Technology shares jumped 6.08% to $208.26 on Tuesday before its fiscal Q1 2027 earnings release set for May 27. HSBC, Susquehanna, and Citi all raised their price targets, citing strong demand for Marvell’s AI-related chips and data-center products. Marvell reported $6.10 billion in data-center revenue for fiscal 2026, up from 40% to 74% of total revenue in two years. CEO Matt Murphy will keynote at COMPUTEX next week.
https://ts2.tech/en/marvell-rises-ahead-of-results-as-ai-hype-moves-shares/

Ford shares rose 2.6% Tuesday, hitting a 52-week high of $15.54 on heavy volume after the Memorial Day break, as investors responded to its push into battery energy storage. The gains followed news of a five-year supply deal with EDF for up to 20 GWh of battery systems. Ford outperformed GM and Tesla, while the S&P 500 advanced 0.61%. First-quarter revenue reached $43.3 billion, with net income of $2.5 billion.
https://ts2.tech/en/ford-stock-breaks-above-15-as-wall-street-finds-a-new-story-beyond-trucks/

Intel shares rose 3.1% to $123.52 Tuesday, with over 107 million shares traded, as investors bet on AI chip demand and U.S.-backed semiconductor production. The move followed a Memorial Day market closure and came amid record closes for the S&P 500 and Nasdaq. AMD gained 7.8%, Nvidia slipped 0.3%. Reuters reported the U.S. government’s stake in Intel has grown to over $50 billion.
https://ts2.tech/en/intel-stock-jumps-again-the-comeback-trade-wall-street-cant-ignore/

Micron shares surged 19.3% to $895.88 Tuesday, lifting its market value past $1 trillion for the first time after UBS raised its price target to $1,625. The Philadelphia semiconductor index hit a record, jumping 5.5%. Micron reported fiscal Q2 revenue of $23.86 billion, up from $8.05 billion a year ago. The company said its high-bandwidth memory supply for 2026 is already sold out.
https://ts2.tech/en/micron-tops-1t-as-ai-memory-play-draws-wall-street/

Redwire shares jumped 26% to $22.04 Tuesday, with trading volume over 105 million, after U.S. markets reopened post-Memorial Day. The move followed news of major drone orders, a record $498.1 million backlog, and a possible $350 million share sale. Redwire reported first-quarter revenue up 57.9% but posted a $76.5 million net loss. Broader space stocks also rallied.
https://ts2.tech/en/redwire-stock-rockets-26-as-the-space-trade-comes-back-fast/