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📈 AI Stocks

📈 AI Stock News Briefing — Friday, May 22, 2026 at 1:28 PM

📈 AI Stocks5/22/2026🕐 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 Beats Q1, Unveils $80B Buyback and 25x Dividend Hike, Stock Dips 2%

Nvidia reported fiscal Q1 revenue of $81.6 billion, up 85% year-over-year, beating the Street's $79.2B estimate, with EPS of $1.87 versus the $1.78 consensus. The board approved an $80 billion share repurchase program and hiked the quarterly dividend from $0.01 to $0.25 — a 25x increase. Despite the beat, shares slipped about 2% on Thursday as forward guidance didn't blow past already sky-high expectations, and the stock is trading around $218 today.

🔗 Fortune
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#3SPX — Goldman Sachs Warns AI Rally Is Becoming "One Big Trade"

Goldman strategist Ben Snider flagged that just 10 stocks — 2% of the S&P 500 — have supplied roughly 78% of the index's year-to-date return. Nvidia alone, at 9% index weight, contributed 20% of the entire YTD gain. The momentum ETF SPMO has ripped 30% in seven weeks, the strongest surge since its 2016 launch. Goldman notes that four comparable episodes since 1980 were followed by median flat-to-negative returns over the next one to six months.

🔗 Benzinga
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#4MU — Micron Up 154% YTD, Blasts Past $700B Market Cap on Insatiable HBM Demand

Micron continues its face-melting 2026 run, up 154% year-to-date and recently crossing the $700 billion market cap threshold. The stock closed around $762 on Wednesday, up 4.1% on the session alone. HBM demand from AI accelerator builds is driving a 196% revenue jump in Q2 2026. Deutsche Bank raised its price target to $1,000, and analysts broadly see more upside ahead.

🔗 CNBC
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#6CRWD — CrowdStrike Hits All-Time High Near $665, Analyst Targets Leap to $700

CrowdStrike notched its eighth straight intraday record, trading above $665 and putting its market cap near $166 billion. KeyBanc raised its price target to $700 from $525, citing strong channel feedback on the new Mythos AI-security product and the Frontier AI Readiness service. Barclays separately lifted to $650. The stock has been a standout even against chip names this month.

🔗 Benzinga
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#7NVDA — Hidden Earnings Detail: Vera CPU Opens $200B Edge Computing TAM

Buried in Nvidia's earnings call was a potentially transformative disclosure: the Vera CPU, purpose-built for agentic AI, opens a brand-new $200 billion total addressable market in edge computing that Nvidia has never addressed before. Edge computing revenue hit $6.4 billion in Q1, up 29% YoY. The TAM spans PCs, robotics, automotive, AI-RAN base stations, and workstations — a second growth vector beyond data centers.

🔗 CNBC
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#9SMCI — Surges 10% on AI Server Demand, but Class Action Deadline Looms Monday

Super Micro shares jumped roughly 10% this week, riding Nvidia's earnings momentum and strong fiscal Q3 results showing revenue up 123% YoY to $10.2 billion. However, a DOJ indictment alleging $2.5 billion in illegal AI server exports to China hangs over the stock, with the lead plaintiff deadline in the securities class action set for Monday, May 26. Three individuals — including co-founder Yih-Shyan Liaw — have been charged.

🔗 FX Leaders
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Kilroy’s Daily Briefings · 5/22/2026