Nvidia (NVDA) stock analysis ahead of May 20 earnings. Intel and AMD outperform YTD as market shifts focus to CPUs. Is NVDA still a buy?
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Moderna (MRNA) soars on hantavirus research, Intel (INTC) climbs on Apple chip deal rumors, and Micron (MU) gains amid Samsung strike worries. May 11, 2026.
Mosaic (MOS) stock drops 3.6% after posting a $258M Q1 loss, cutting phosphate production, and withdrawing guidance amid record sulfur prices.
Circle (CRCL) stock fell 3% premarket after missing Q1 revenue estimates at $694M vs $715M expected, despite beating earnings and launching AI agent tools.
Barrick Gold (B) shares jump 3% after crushing Q1 estimates with $0.98 EPS, 67% revenue growth, and a $3 billion buyback announcement.
Everspin (ESMT) stock trades at $27 despite analyst targets of $14-$18.50. Strong Q1 results and $40M defense deal fuel debate over valuation.
Hims & Hers (HIMS) reports Q1 earnings May 11. Analysts expect 5.2% revenue growth and 3-4 cents EPS as Novo Nordisk partnership begins.
Delivery Hero (DHER) stock climbed 7% as Prosus sold a 5% stake to Aspex Management for €335M, meeting EU antitrust conditions from Just Eat acquisition.
Micron (MU) and SK Hynix stocks climb as Samsung faces strike threat starting May 21. Labor dispute could disrupt 3% of global memory chip production.
Nintendo shares fell 8.4% following Switch 2 price hikes and lower-than-expected earnings guidance, raising concerns about console demand and profitability.
AI stocks drive 80% of S&P 500 gains in 2026. Jefferies says valuations remain attractive despite concentration, with Samsung crossing $1 trillion milestone.
Gold slipped 1% to $4,669/oz after Trump rejected Iran’s peace offer. Oil surged 5% as the Strait of Hormuz stays shut, pressuring precious metals.
IonQ (IONQ) stock gained 3.27% after SkyWater shareholders approved the merger. The transaction is expected to close in Q2 or Q3 2026 pending approvals.
ON Semiconductor (ON) stock surged 90% in 2025 on AI data center demand. Q1 beat estimates, but analysts’ $87 target trails the $103 price.
Intel (INTC) stock hit record highs after Apple chip deal news, but BofA keeps Underperform rating, warning gains are already priced in at current levels.