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/

Plug Power shares rose 1.5% to $3.84 Tuesday on heavy volume, as traders watched for margin gains to support the stock’s rally. The company reported Q1 revenue up 22% to $163.5 million and a negative 13% gross margin. Plug ended the quarter with $223 million in unrestricted cash. It approved a 30-megawatt green hydrogen project in Barrow-in-Furness, England.
https://ts2.tech/en/plug-power-shares-gain-cash-still-an-issue/

Nokia shares closed up 5.9% at 13.84 euros in Helsinki Tuesday, hitting a 52-week high of 13.98 euros. The stock has surged over 140% this year, trading at its highest since 2008. First-quarter operating profit rose 54% to 281 million euros, beating estimates. AI and cloud sales made up 8% of total sales, rising 49% year-on-year.
https://ts2.tech/en/nokia-stock-move-puts-investors-on-edge-over-ai-bets/

Intuitive Machines shares fell 8.1% to $35.16 Tuesday after NASA awarded key lunar rover contracts to Astrolab and Lunar Outpost, leaving the company out. Trading volume topped 45 million amid a brief halt for volatility. Most space stocks and the Nasdaq rose during the session. Intuitive Machines remains involved in other NASA lunar projects.
https://ts2.tech/en/intuitive-machines-shares-fall-after-company-misses-nasa-rover-bid/

Momentus Inc. surged 96.6% to $14.51 late Tuesday after filing to register up to $200 million in securities for possible sale. Trading volume hit 74.5 million shares, nearly doubling the stock. Director Chris Hadfield bought 2,000 shares at $7.19 each on May 21. The company’s Vigoride 8 vehicle passed a key NASA-backed design review for a 2027 mission.
https://ts2.tech/en/momentus-shares-soar-after-200-million-filing/