← Kilroy’s Daily Briefings
📈 AI Stocks

📈 AI Stock News Briefing — Tuesday, May 19, 2026 at 6:15 AM

📈 AI Stocks5/19/2026🕐 6:15 AMMarket watchAI equities

Top stories, ranked by relevance.

Story cards stay below the sticky dock while audio, chapters, date, and brief navigation remain accessible.

#1NVDA — Nvidia Slips Below $220 on China Export Snags Ahead of Tomorrow's Earnings

Nvidia shares fell to $218.37 intraday on Monday as delayed H200 chip shipments to China weigh on sentiment one day before the company's Q1 FY2027 report. Analysts expect $1.78 EPS (+120% YoY) on $79.2B revenue (+79.5%), but the stock has dropped in 3 of the last 4 post-earnings sessions despite beats. Senator Coons is probing Commerce Secretary Lutnick over conflicting statements about whether H200 export licenses were actually granted, adding political risk to the mix.

🔗 FX Leaders
No image

#3CRM — Bank of America Slaps Salesforce with Underperform, $160 Price Target

BofA analyst Tal Liani reinstated coverage of Salesforce on Sunday with an Underperform rating and a $160 PT, implying ~8% further downside from Friday's $173 close. The bear case: AI agents could compress Salesforce's per-seat subscription model rather than expand it, and Agentforce added less than 2% to top-line revenue last quarter. CRM is already down 35% YTD. Of 52 analysts, 39 still rate it a Buy — making BofA a notable contrarian.

🔗 CNBC
No image

#5GOOGL / BX — Google and Blackstone Launch $25 Billion AI Cloud Venture

Alphabet and Blackstone are committing $5B in initial equity to a new US-based AI cloud company, with total investment potentially reaching $25B with leveraged financing. The venture will offer Google TPU compute-as-a-service and targets 500 MW of data center capacity by 2027. Big Tech AI infrastructure spend is now expected to exceed $800B in 2026 alone.

🔗 Benzinga
No image

#6MU — Micron Holding Near $800B+ Market Cap, Up 750% in One Year

Micron traded around $664 on Monday with a market cap oscillating between $800B and $900B — up from roughly $80B a year ago. The HBM (high-bandwidth memory) supercycle powering AI training and inference continues to propel what was once considered a commodity memory maker into megacap territory. Shares hit a daily high of $674 on May 19.

🔗 Yahoo Finance
No image

#7PLTR — Palantir Down 26% YTD Despite Crushing Q1 Beat: Revenue +85%, EPS +150%

Palantir reported $1.63B in Q1 revenue (beating $1.54B consensus) and $0.33 adjusted EPS (37.5% above estimates), then raised full-year guidance to $7.65B. US Commercial revenue surged 130% YoY. Despite all of that, the stock dropped 5.7% post-earnings and is now at ~$132, down 26% on the year. Valuation compression is the culprit — even hyper-growth can't justify the multiple in this risk-off rotation.

🔗 TECHi
No image

#8AMD / INTC — Wall Street Declares "Changing of the Guard" as Inference Wave Lifts CPU and Memory Names

The AI investment thesis is broadening beyond GPUs. AMD and Intel each gained ~25% in early May as Wall Street bets that the shift from model training to real-world inference and agentic AI favors CPUs and memory over pure GPU plays. Intel is up 200%+ YTD; AMD has more than doubled. Nvidia, while still growing revenue 70%+, is up only 15% for the year — barely ahead of the Nasdaq.

🔗 CNBC
No image
Kilroy’s Daily Briefings · 5/19/2026