U.S. Stock Market Midday Update
Nebius rose 16.97%, with increased trading volume. Based on recent key news:
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On May 21, Nebius partnered with Bloom Energy to leverage its fuel cell technology to expand AI infrastructure. This move enhanced Nebius's computing capabilities, driving the stock price up. Source: Benzinga
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On May 21, Nebius's stock price was significantly above its moving average, indicating a strengthening bullish sentiment in the market. The stock price rose to $207.94, supporting a positive trend. Source: Benzinga
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On May 19, analysts adjusted Nebius's rating to neutral, suggesting it may need to take a breather in the short term. Nevertheless, Nebius is still viewed as a core target in AI trading. Source: Zhito Finance. The competition in AI infrastructure is intensifying, with strong demand.
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Stocks with High Trading Volume in the Industry
Microsoft fell 0.40%, with increased trading volume. Based on recent key news:
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On May 21, Microsoft's partnership with Anthropic deepened, with both parties negotiating at the chip level, which may affect the expansion of future cloud service agreements. This move is seen as a further signal of the existing collaboration, impacting Microsoft's stock price. Source: Zhito Finance
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On May 21, Microsoft announced a global partnership program with Ernst &amp; Young aimed at scaling AI value creation. This move may enhance Microsoft's market position in the AI field, causing stock price fluctuations. Source: Wall Street Insight
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On May 21, Microsoft launched a new version of Bing Image Search, with technological innovations potentially attracting more users and driving stock price changes. Source: Jinshi Data. The competition in the AI market is intensifying, with strong demand for cloud services.
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ServiceNow fell 3.72%. Based on recent key news:
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On May 19, Bank of America analysts re-covered ServiceNow, giving it a buy rating and setting a target price of $130, driving the stock price up nearly 9%. Analysts believe that AI revenue milestones and a multi-year partnership agreement with Experian will enhance AI automation and monetization potential.
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On May 19, ServiceNow's Now Assist product achieved an annual contract value of $7.5 million in Q1 2026, with expectations to exceed $150 million by the end of the year. This growth demonstrates strong demand for AI solutions, supporting a long-term bullish outlook.
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On May 19, ServiceNow's stock price rose 8.78% in after-hours trading, closing at $103.42, marking a new high since April. Although the stock price is still down 32.49% year-to-date, the recent increase reflects market confidence in its AI business growth. Software stocks have recently rebounded, with noticeable capital inflow
Oracle rose 1.39%. Based on recent news,
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On May 20, the international energy market saw a drop in oil prices after the Iranian Revolutionary Guard announced that 26 vessels were allowed to pass through the Strait of Hormuz, with Brent crude oil prices falling to $109 per barrel, indicating a relief in supply concerns. This dynamic reflects the market's delicate balance between energy supply and investments in tech stocks, leading to an increase in Oracle's stock price.
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On May 20, analysts pointed out that Oracle's large-scale procurement commitments indicate that market demand is no longer just for technology demonstrations but is beginning to translate into actual orders and capital expenditures. In particular, major cloud providers are accelerating the expansion of AI data centers, and the scale of investment in AI infrastructure continues to rise, driving up Oracle's stock price.
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On May 21, Oracle confirmed its transformation into a large-scale artificial intelligence infrastructure company, with its third-quarter financial report showing organic growth at its strongest level in 15 years. Although the stock price remains below historical highs, investor confidence in its AI and cloud demand has increased, resulting in a rise in stock price. Demand for tech stocks is strong, and oil prices have retreated.
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Stocks ranked at the top of the industry by market capitalization
Palo Alto Networks rose 2.05%. Based on recent key news:
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On May 18, Palo Alto Networks' stock price rose 1.94%, reaching a historical high with a market capitalization of $20.0763 billion. The cybersecurity sector is experiencing an overall recovery, driving the Amplify Cybersecurity ETF up by 2.6%. Analysts noted that the market's investment in the AI sector is becoming more astute, and Palo Alto Networks' performance reflects this trend. (Source: Zhitong Finance)
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On May 20, Stifel raised the target price for Palo Alto Networks to $275 and maintained a &#34;Buy&#34; rating. Channel feedback indicated that partners have a positive attitude towards the AI strategy and the CyberArk acquisition, pushing the stock price up nearly 3%. (Source: MarketWatch)
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On May 21, Morgan Stanley raised the target price for Palo Alto Networks from $223 to $253, maintaining an &#34;Overweight&#34; rating. Analysts are optimistic about its growth potential, further driving up the stock price. (Source: Gelonghui) The cybersecurity sector is recovering, and the AI strategy is gaining attention
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NBIS

Nebius rose by 16.97%; Microsoft fell by 0.40%, with a trading volume of $5.228 billion; Now Services fell by 3.72%, with a trading volume of $1.273 billion; Oracle rose by 1.39%, with a trading volume of $1.07 billion; Palo Alto Networks rose by 2.05%, with a market value of $204.2 billion

Price Alert

Nebius

Microsoft

ServiceNow

Oracle

Palo Alto Networks

U.S. stock market midday update: Nebius rises 16.97% to a new high, with positive collaboration and neutral analyst ratings intertwining market sentiment