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📈 AI Stock News Briefing — Thursday, May 21, 2026 at 6:15 AM

📈 AI Stocks5/21/2026🕐 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 Crushes Q1 With Record $81.6B Revenue, Guides Q2 to $91B, Hikes Dividend 2,400%

Nvidia reported Q1 FY2027 revenue of $81.6 billion, up 85% year-over-year, with Data Center revenue hitting $75.2 billion (up 92%). Non-GAAP EPS of $1.87 beat the $1.76 consensus. Q2 guidance of $91 billion plus or minus 2% blew past the $86.84 billion Street estimate. The board approved an additional $80 billion share buyback and raised the quarterly dividend from $0.01 to $0.25 — a 2,400% increase. Despite the blowout, shares edged up only 0.3% in premarket, continuing a pattern of muted post-earnings reactions.

🔗 CNBC

#2PLTR — Palantir Revenue Surges 85% to $1.63B, Stock Drops on Valuation Fears

Palantir posted Q1 2026 revenue of $1.63 billion, beating the $1.54 billion estimate, with U.S. commercial revenue up 133% and a Rule of 40 score of 145%. Management raised full-year guidance to 71% growth. Net dollar retention hit 150%, the highest in large-cap software history. Despite crushing numbers, shares fell 5.7% after hours — the Street is still choking on a 55-67x forward sales multiple.

🔗 Yahoo Finance
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#3MSFT — Microsoft AI Revenue Hits $37B Run Rate; OpenAI Deal Goes Non-Exclusive

Microsoft's AI business hit a $37 billion annual run rate in Q3 2026, up 123% year-over-year. Meanwhile, the restructured OpenAI partnership means Microsoft's IP license becomes non-exclusive through 2032, and OpenAI can now serve customers across any cloud provider. Microsoft will no longer pay revenue share to OpenAI, though OpenAI's payments to Microsoft continue through 2030 with a cap.

🔗 Neowin
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#4MU — Micron Surges 180% YTD as AI Memory Boom Sells Out HBM Through 2026

Micron is trading near $803, up roughly 180% year-to-date, as its high-bandwidth memory chips for AI servers are completely sold out through 2026. Q2 sales hit $23.86 billion — triple the prior year. Citi doubled its price target to $840, calling it an AI-driven DRAM and HBM upcycle lasting through at least 2027. Consensus FY26 EPS sits at $58 with base-case valuations of $900-$1,000.

🔗 FX Leaders
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#5AVGO — Broadcom AI Chip Revenue Doubles; Evercore Raises Target to $582

Broadcom's AI semiconductor revenue surged 106% year-over-year to $8.4 billion in Q1 FY2026, and CEO Hock Tan projects custom AI chips will generate over $100 billion in annual revenue by end of 2027. Evercore ISI raised its price target to $582 from $490, maintaining Outperform. The stock is up 30% YTD after recovering from a 15% early-year dip.

🔗 IndexBox
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#6IONQ — IonQ Posts 755% Revenue Growth, Sells First 256-Qubit System

IonQ reported Q1 2026 revenue of $64.7 million, up 755% year-over-year and 30% above guidance. Management raised full-year guidance to $260-270 million. The headline milestone: the sale of IonQ's first sixth-generation 256-qubit chip-based system, marking its transition to scalable architecture. Despite record results and $3.1 billion in cash, the stock dipped 0.7% after hours.

🔗 IonQ
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#8SOUN — SoundHound Unveils Agentic AI Platform, Acquires LivePerson for $43M

SoundHound AI reported 52% revenue growth and launched OASYS, its new agentic AI platform for autonomous customer interactions. The company is acquiring LivePerson for $43 million equity value (~$250 million enterprise value including debt), combining SoundHound's voice AI with LivePerson's Conversational Cloud that processes a billion customer messages monthly. Deal expected to close H2 2026.

🔗 SoundHound IR
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#9TSLA — Tesla Expands Robotaxi to Six New Cities, Plans $25B AI Capex

Tesla is preparing to expand its robotaxi service to Phoenix, Miami, Orlando, Tampa, Las Vegas, and more markets in H1 2026, with the fleet growing from 9 vehicles in early April to 39 unsupervised robotaxis now. Management raised 2026 capex guidance to over $25 billion — roughly triple last year — focused on AI and autonomy. Operational issues including long wait times and navigation errors were flagged in recent test rides.

🔗 Motley Fool
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Kilroy’s Daily Briefings · 5/21/2026