QUBT Shares Surge on 9,000%+ Revenue Jump to $3.7 Million

Posted on May 14, 2026May 14, 2026 by Olumide Adesina

Quantum Computing (QUBT) increased by 12%. For the first three months of the year, the application software developer reported revenue of $3.7 million, beating Wall Street’s $3.1 million forecast, an increase from $39,000 during the same period last year.

The acquisition of Luminar Semiconductor in early February and, to a lesser degree, the acquisition of NuCrypt in early March—one of the first businesses to commercialize quantum communications technology—were the main drivers of the year-over-year increase in revenue.

Peer D-Wave Quantum’s (QBTS) shares fluctuated during Tuesday’s session after the company reported quarterly revenue that fell short of projections, but future commitments, or bookings, skyrocketed.

Since Nvidia (NVDA) unveiled its new “Ising” open-source quantum AI models around World Quantum Day in mid-April, quantum stocks have been surging. After a turbulent start to the year, the industry has been in recovery mode.

The industry has been in recovery mode after a turbulent start to the year, partly due to increased revenue from partnerships with government and defense agencies that are growing into significant clients. Earlier this month, IonQ (IONQ) reported the best quarter among its competitors, with a sharp increase in revenue because of enterprise demand and acquisitions. Additionally, the company increased its full-year revenue forecast.

ORCL: Oracle AI Stock on Fire Sale — The Bloodbath You’ve Been Waiting For

Posted on May 14, 2026May 14, 2026 by Olumide Adesina

Oracle is a screaming buy for Wall Street. However, the stock has been seen by many investors as risky due to the company’s relationship with OpenAI, its substantial debt load, and the longevity of its software business. Oracle shares had dropped 14% during a six-session losing streak—their worst run in months.

The stock has dropped almost 50% since reaching a high in September, despite a rally in April. The most recent action on OpenAI, which is under scrutiny for its capacity to fulfill its commitment to invest hundreds of billions of dollars in artificial intelligence technology.

The owner of ChatGPT failed to meet its most recent user and sales goals, and Oracle shares fell 4.1 percent during that time. However, Wall Street experts contend that as Big Tech builds out the infrastructure to power AI, the market is mistakenly focused on the noise coming from OpenAI and failing to see Oracle’s growth potential.

The shares have a consensus price target of roughly $240. Its Thursday closing price of about $161 suggests a 43 percent increase over the next 12 months, making it one of Oracle’s large-cap tech peers with the highest projected upside.

But there are still concerns regarding Oracle’s expansion. The stock hit its previous record in part due to an aggressive outlook for its cloud business and a reported $300 billion deal with OpenAI over five years. Growing concerns about OpenAI’s circular financing agreements, in which it is a client of the businesses, and the possible consequences if it doesn’t fulfill its numerous financial obligations, were the driving forces behind the subsequent sell-off.

Oracle, which offers enterprise software in addition to data management and cloud infrastructure, has also been affected by investors’ concerns about AI upending the software industry. Additionally, investors are hesitant about its increasing debt levels to finance the AI infrastructure. The previous record set in 2008 was surpassed in March when the cost of safeguarding the company’s debt against default for five years reached its highest closing level ever.

MSFT: Microsoft Shares Eye Sub-$400 Breakdown After OpenAI Caps Revenue Payments

Posted on May 14, 2026May 14, 2026 by Olumide Adesina

Recent reports suggest a complex shift in the Microsoft (MSFT) and OpenAI partnership, creating short-term technical volatility for the stock. Analysts are closely watching the $400 support level as the market digests the new financial boundaries of this “frenemy” relationship.

Microsoft Under Scrutiny as Costs Rise and Competition Intensifies — Microsoft and OpenAI have renegotiated key aspects of their multi-year partnership. The core of the “revenue cap” news involves: OpenAI has reportedly agreed to cap Microsoft’s revenue sharing at $38 billion. Once this threshold is met, the profit-sharing arrangement changes significantly, potentially limiting Microsoft’s long-term “tax” on OpenAI’s direct success.

OpenAI is diversifying its infrastructure, signing a $38 billion deal with AWS and pursuing other cloud partners like Oracle and Google.

This signals that Microsoft is no longer the sole provider of the “brains” behind OpenAI’s scaling efforts.

Strategic Pivot: While Microsoft maintains a significant equity stake (approx. 27%) and exclusive rights to certain models through 2032, OpenAI’s move to other clouds suggests a shift from a “sole provider” to a “preferred partner” status.

The Risk: If the stock closes decisively below $400, it could trigger a technical breakdown toward the $370–$380 range. This level aligns with previous consolidation zones and long-term moving averages.

Market Sentiment: The stock has come under pressure due to massive capital expenditure (estimated at $700B for hyperscalers in 2026) and concerns that Microsoft’s “AI payoff” may be capped while expenses continue to climb.

The “Bull Flag” Counter-Thesis: Some technical analysts argue this is a healthy correction within a larger uptrend. They view the retest of support near $400–$410 as a “buying opportunity” before a potential rally toward $450, provided Microsoft can prove its internal AI products (like M365 Copilot) can offset any perceived loss in OpenAI exclusivity.

Intel Shatters 26-Year Glass Ceiling: Is INTC Dip a Reality Check or a Refuel

Posted on May 14, 2026 by Olumide Adesina

The recent volatility in Intel ($INTC$) highlights a classic “tug-of-war” between company-specific wins and broader macroeconomic pressures. The resurgence of US inflation has created a heavy ceiling for tech stocks, while Intel hit historic milestones in late April and early May 2026.

Breaking the “26-Year Curse” Just before this recent dip, Intel experienced a massive rally, fueled by a series of high-profile strategic wins: INTC finally surpassed its August 2000 dot-com peak, hitting a fresh all-time high of $133 .

The Apple Partnership: Shares jumped 14% following reports of a preliminary chip-making agreement with Apple. The “Terafab” Deal: Elon Musk announced plans to use Intel’s 14A node for its $119 billion “Terafab” complex in Austin to manufacture chips for Tesla, SpaceX, and xAI.

Intel’s Q1 2026 revenue of $13.6 billion significantly outpaced guidance, marking its sixth consecutive quarter of beating financial targets. The “Refresh” Lower: Why the Momentum Stalled.

For capital-intensive companies like Intel—which is currently funding massive foundry expansions—higher rates increase the cost of debt and make future earnings less attractive when discounted to the present. 2. Natural Profit Taking After a gain of roughly 100% in April alone, many institutional investors are locking in profits. Analysts have noted that while Intel’s “comeback story” is fundamentally strong, the foundry business is still losing money and won’t reach a break-even point until roughly 2027.

Mexican Peso Reverses Losses as Markets Focus on Trump’s China Visit

Posted on May 14, 2026 by Ignacio Teson

The Mexican peso appreciated against the U.S. dollar in Wednesday’s session, recovering earlier losses as investors continued to monitor U.S. President Donald Trump’s visit to China and his expected meeting with Chinese President Xi Jinping.

Earlier in the day, the peso had weakened after U.S. inflation data came in above expectations, alongside a downgrade in Mexico’s sovereign debt outlook by S&P Global.

The exchange rate closed at 17.1807 pesos per dollar, compared with 17.2228 in the previous session, according to Banco de México. This represents a gain of 4.21 centavos, or 0.24%.

During the session, the peso traded between a high of 17.2530 and a low of 17.1651. Meanwhile, the U.S. Dollar Index (DXY), which measures the greenback against a basket of six major currencies, rose 0.20% to 98.49 points.

[[USD/MXN-graph]]

The 17.20 level remains a short-term technical pivot, given the sideways range observed over the last six sessions, while key support is seen at the yearly low of 17.08.

Trump–Xi meeting in focus

Markets remain focused on the high-profile meeting between Trump and Xi in Beijing, with investors watching closely for signals on trade relations between the world’s two largest economies. Broader geopolitical risks, including the conflict in the Middle East and tensions over Taiwan, are also part of the backdrop.

Reports indicate Trump arrived in Beijing accompanied by prominent business leaders, including Elon Musk and Larry Fink.

U.S. inflation adds pressure to markets

Markets also adjusted expectations after U.S. producer price data showed the largest monthly increase in four years. The Producer Price Index (PPI) rose 1.4% in April, following a revised 0.7% increase in March.

As a result, expectations for a Federal Reserve rate cut this year have declined, according to CME’s FedWatch tool. In contrast, bets on potential rate hikes have begun to reappear.

Domestic headwinds add pressure

Separately, S&P Global revised Mexico’s sovereign credit outlook from “stable” to “negative,” increasing the risk premium on Mexican assets. Finance Minister Edgar Amador said government measures would help reverse the decision over time.

U.S. Senate Confirms Kevin Warsh as New Federal Reserve Chair

Posted on May 14, 2026 by Ignacio Teson

The U.S. Senate has confirmed Kevin Warsh as the new Chair of the Federal Reserve, setting the stage for a leadership transition at the central bank.

With a vote of 54 to 45, the Senate approved Warsh’s nomination for a four-year term, just one day after advancing his confirmation as a member of the Federal Reserve Board. In this way, Warsh will replace Jerome Powell, whose term as Fed Chair ends this Friday.

The next Federal Open Market Committee (FOMC) meeting is scheduled for June 16–17, when policymakers will announce their latest interest rate decision alongside the quarterly update of key economic projections.

Words from Scott Bessent

Following the confirmation, U.S. Treasury Secretary Scott Bessent stated: “Today, the Republican bloc, together with Democrats who put country over ideology, confirmed President Donald Trump’s nominee, Kevin Warsh, as the next Chair of the Federal Reserve.”

He added: “Chairman Warsh will usher in a new era for an institution that needs accountability, sound policy guidance, and a renewed sense of purpose to help steer our economy. His leadership lays the foundation for every American family to build and grow in the world’s largest economy.”

Senator Cynthia Lummis of Wyoming, a well-known advocate for the crypto industry, also commented: “The Federal Reserve has long needed reform. With Kevin Warsh confirmed as Chair, U.S. businesses and digital asset holders finally have a leader at the Fed ready to implement it.”

The current U.S. benchmark interest rate stands in the 3.50%–3.75% range. The Federal Open Market Committee (FOMC) opted to keep rates unchanged at its April 29 meeting, marking its third consecutive pause.

How Warsh arrives at the Fed

The 56-year-old lawyer and financier will take charge of the central bank at a critical moment, as rising inflation could complicate the interest rate cuts repeatedly called for by President Donald Trump.

The U.S. Consumer Price Index rose 0.6% in April, following a 0.9% increase in March, according to the Bureau of Labor Statistics. On a year-over-year basis, inflation accelerated to 3.8% in April, up from 3.3% in March, marking the highest reading since May 2023.

Wall Street Hits New Records Led by Tech Stocks as Focus Shifts to China

Posted on May 14, 2026 by Ignacio Teson

U.S. stocks closed mostly higher on Wednesday, February 12, led by technology shares, even after producer inflation data came in above expectations just one day after a similar upside surprise in consumer prices.

Wall Street operators are ready for the earnings season.

Investor attention is now focused on Donald Trump’s visit to China, where he is set to meet with Xi Jinping. Several major tech CEOs, including Jensen Huang of NVIDIA and Tim Cook of Apple, accompanied the president on the trip.

In this context, the Dow Jones Industrial Average slipped 0.1% to 49,693.20 points, while the S&P 500 rose 0.6% to 7,444.04 and the Nasdaq Composite gained 1.2% to close at 26,402.34.

[[SPX-graph]]

Tech stocks push Wall Street to fresh highs

Although U.S. producer inflation data initially dominated market attention, investors quickly shifted focus to China, where Trump arrived to a formal red-carpet welcome. The U.S. president is expected to participate in an official arrival ceremony on Thursday before meeting with Xi and holding several interviews.

The two leaders are expected to discuss a wide range of issues, including trade and Taiwan. Trump stated that he intends to pressure Xi to “open” China further to American companies.

However, tensions involving the United States and Iran are likely to overshadow much of the summit. Analysts suggest that China, as a major importer of Iranian crude oil, could potentially play a role in guaranteeing a longer-term peace agreement, although expectations for a breakthrough remain limited.

Diplomatic efforts between Washington and Tehran appear to have stalled. Earlier this week, Trump rejected Iran’s response to a U.S. peace proposal, calling it “unacceptable” and “garbage.” Reports also circulated regarding the possibility of renewed military strikes against Iran by the White House.

For its part, Tehran has given no indication that it plans to make further concessions aimed at easing tensions with Trump.

Oil falls despite concerns over Middle East supply

At the core of investor concerns is the continued disruption surrounding the Strait of Hormuz, the critical maritime route off Iran’s southern coast through which roughly one-fifth of the world’s oil supply passes. The passage remains effectively restricted, as it has been for weeks.

In a note to clients, analysts at Deutsche Bank said there is “growing concern among investors that a U.S.-Iran agreement appears further away than many had expected following the more positive headlines seen last week.”

[[USOIL-graph]]

As a result, oil prices remain well above the $70-per-barrel level seen before the joint U.S.-Israeli offensive against Iran launched in late February. Still, Brent crude futures — the global oil benchmark — fell 2% on Wednesday to $105.57 per barrel.

At the same time, the International Energy Agency warned that global oil supply may fail to meet total demand this year, as the war continues to disrupt energy production across the Middle East.

Bitcoin Falls Below $80,000 as Cautious Sentiment Dominates Markets

Posted on May 14, 2026 by Ignacio Teson

The cryptocurrency market traded moderately lower on Tuesday, with Bitcoin falling 1.3% over the past 24 hours to $79,473, while Ethereum slipped 1.1% and lost the key $2,300 level, trading around $2,257.

Bitcoin remains close to $80K this week.

Among altcoins, the picture was mixed. Dogecoin led gains with a 2.7% rebound, while Solana was the day’s worst performer, dropping 4%. XRP, Cardano, and Chainlink traded with more limited moves.

Meanwhile, the Fear & Greed Index fell to 42 points, returning to “fear” territory, while spot Bitcoin ETFs recorded net outflows of $233 million on Tuesday, reflecting a more cautious stance from institutional investors in the short term.

[[BTC/USD-graph]]

In this context, the $80,000–$81,000 region remains an important support zone for Bitcoin, while a more sustained recovery will likely depend on renewed institutional inflows and a more favorable macroeconomic backdrop.

U.S. inflation data comes in hotter than expected

The crypto market continues to digest an unfavorable macroeconomic report. The U.S. Bureau of Labor Statistics announced that the Consumer Price Index (CPI) rose to 3.8% in April, above analysts’ expectations.

The main driver behind the increase was higher energy prices linked directly to the conflict in the Middle East. Core inflation — which excludes food and energy — also surprised to the upside, rising to 2.8%, compared with the 2.7% expected by the market.

Although annual inflation accelerated, strengthening the U.S. dollar and reducing part of investors’ appetite for risk assets, Bitcoin managed to remain near key levels, showing resilience even in a more challenging macroeconomic environment.

[[ETH/USD-graph]]

Clarity Act and Trump-Xi summit in focus

On the regulatory front, investors are also watching for developments surrounding the CLARITY Act, the proposed U.S. crypto market structure legislation. The bill is expected to be reviewed next week, potentially becoming a new catalyst for the sector.

At the same time, markets remain focused on the upcoming meeting between Donald Trump and Xi Jinping, which could influence broader sentiment across global financial and digital asset markets.

Ford F Stock Soars Toward $15 on Confidence in EV Strategy after the Energy Storage Push

Posted on May 13, 2026May 14, 2026 by Skerdian Meta

In addition to the excitement generated by the company’s increasing profitability trends and increased earnings, analysts’ attention to Ford Motor Company’s expanding energy storage sector caused the company’s shares to soar.
Continue reading “Ford F Stock Soars Toward $15 on Confidence in EV Strategy after the Energy Storage Push” →

Nvidia (NVDA) Isn’t Invincible: CoreWeave Tells Investors It’s “Covering Its Bases”

Posted on May 13, 2026 by Olumide Adesina

NVIDIA (NVDA) has dominated the AI chip market, but Michael Intrator, CEO of CoreWeave (CRWV), just explained why that extraordinary dominance necessitates constant defense. According to Intrator, Nvidia is “covering their bases” by ensuring that its clients have access to sufficient compute through its forward-thinking AI infrastructure partnerships.

However, Nvidia needs to be at the top of its game; it is currently valued at more than $5.30 trillion, and any failure would allow Advanced Micro Devices (AMD) to increase its market share.

NVIDIA’s market capitalization was approximately $750 billion in May 2023, almost three years ago. The demand has increased more than sevenfold since then due to the constant demand for AI chips.

Intrator’s remarks add yet another level to the company’s larger strategy, following Nvidia’s most recent agreement with IREN.

REN and the AI chip giant will collaborate to install about 5 gigawatts of DSX-branded AI infrastructure throughout its data center platform. NVIDIA also obtained the right to purchase up to 30 million IREN shares at $70 apiece over five years, totaling a $2.1 billion.

NVIDIA is pursuing a dual-pronged strategy, selling chips and guaranteeing the i, and this deal adds to a long list of such initiatives.

NVIDIA’s stock increased by 16.33 percent over the last month, while CoreWeave’s increased by 12.45 percent. Compared to CoreWeave’s 123.28 percent gain over the previous year, it gained 88.16 percent.

The obvious angle is the one that investors have been following for years: whether demand for Nvidia’s AI chips remains strong. It obviously does.

However, Intrator believes that the more important question is whether Nvidia could expand the AI ecosystem to maintain most of the AI demand on its own platform.