Since the end of March - also on the back of a positive reporting season, as well as hopes that agreements to end the war in the Middle East will soon be reached - the S&amp;P 500 index, despite a significant increase in energy prices and the continuing rise <a href="https://oninvest.com/article/inflacia-v-ssa-uskorilas-do-maksimuma-za-tri-goda-iz-za-cen-na-toplivo-cto-dal-se">in inflation</a> in the U.S., has <a href="https://oninvest.com/article/hrupkoe-ralli-rost-rynka-s-minimumov-marta-obespecilo-rekordno-maloe-cislo-akcij">jumped</a> more than 14%, several times reaching all-time highs. However, more than half of this index growth <a href="https://oninvest.com/article/hrupkoe-ralli-rost-rynka-s-minimumov-marta-obespecilo-rekordno-maloe-cislo-akcij">was driven by</a> just five technology giants - Alphabet, Nvidia, Amazon, Broadcom and Apple.

'It seems like it's 1999': Wall Street argued about the outlook for the US stock market

NVIDIA Corporation

Nvidia CEO Jensen Huang was not part of the business delegation that will accompany US President Donald Trump on a visit to China this week. Huang's absence could undermine Nvidia's hopes for large-scale sales of H200 chips in China, Barron's <a href="https://www.barrons.com/articles/nvidia-stock-price-huang-trump-china-ff6adbb1?mod=RTA">writes</a>.

Nvidia CEO won't go to China with Trump. What does that tell investors?

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Analysts expect LVMH securities to grow by more than 30% - about the same amount they have lost since the beginning of the year

Barclays sees LVMH stock's worst-ever start to the year as a buying opportunity

The main U.S. stock indices began trading on Ma 12 in negative territory. Among other things, this was due to the growing oil quotations for the <a href="https://www.reuters.com/world/china/global-markets-pix-2026-05-12/">third consecutive day</a>, lower expectations of the imminent conclusion of an agreement on the resumption of shipping through the Strait of Hormuz between the U.S. and Iran, the slowing <a href="https://www.barrons.com/articles/intel-amd-qualcomm-chips-stock-price-51db7672?mod=RTA">growth of shares of chip manufacturers</a>, as well as - <a href="https://oninvest.com/article/inflacia-v-ssa-uskorilas-do-maksimuma-za-tri-goda-iz-za-cen-na-toplivo-cto-dal-se">accelerated</a> inflation in the U.S. to <a href="https://oninvest.com/article/inflacia-v-ssa-uskorilas-do-maksimuma-za-tri-goda-iz-za-cen-na-toplivo-cto-dal-se">a three-year high</a>.

Inflation tempered optimism: US stocks retreated from highs

Consumer Price Index (CPI) in the U.S. in April rose by 0.6% compared to data for March and by 3.8% in annual terms, <a href="https://www.bls.gov/news.release/cpi.nr0.htm">according</a> to data from the U.S. Bureau of Labor Statistics. Analysts <a href="https://www.reuters.com/business/us-consumer-inflation-expected-have-increased-further-april-amid-iran-war-2026-05-12/">expected to</a> see this indicator at 3.7%. Thus, annual inflation in April showed the maximum growth in more than 2.5 years - since September 2023, <a href="https://www.reuters.com/business/us-consumer-inflation-expected-have-increased-further-april-amid-iran-war-2026-05-12/">notes</a> Reuters.

US inflation accelerates to 2.5 year high due to fuel prices. What's next?

BuzzFeed, Inc.

Shares of BuzzFeed <a href="https://finance.yahoo.com/quote/BZFD/">have almost doubled</a> in premarket trading on Tuesday after the company <a href="https://investors.buzzfeed.com/news-releases/news-release-details/buzzfeed-inc-announces-proposed-majority-stake-investment-byron">announced</a>&nbsp;that the family office of media mogul Byron Allen will acquire a controlling stake in the business and use AI to help it to “chase YouTube.”

BuzzFeed doubles in early trading as media mogul Byron Allen takes controlling stake

Saudi Arabian Oil Company

Oil market could be feverish until 2027, warned Saudi Aramco head Amin Nasser

Brent price jumped above $108 per barrel for the first time in almost a week

SK hynix Inc.

Samsung Electronics Co., Ltd.

The presidential office's initiative to redistribute the income of chipmakers also triggered a decline in the Kospi index

Seoul has proposed sharing AI earnings with citizens. Shares of Samsung and SK Hynix fell

Data

TOYO Co., Ltd.

Ardmore Shipping Corporation

Nautilus Biotechnology, Inc.

InvestorPlace analyst Thomas Yeung has <a href="https://investorplace.com/2026/05/3-small-cap-stocks-buy-may-15/">spotlighted</a>&nbsp;three small-cap stocks that investors should consider buying before Friday. That is when the term of Jerome Powell as chair of the Fed expires, <a href="https://www.reuters.com/business/fed-chief-nominee-warsh-set-clear-key-confirmation-hurdle-wednesday-2026-04-29/">writes</a>&nbsp;Reuters. He is likely to be <a href="https://en.oninvest.com/article/the-u-s-senate-banking-committee-has-endorsed-kevin-warsh-s-nomination-to-head-the-fed">replaced</a>&nbsp;by Kevin Warsh, whose nomination was <a href="https://en.oninvest.com/article/a-man-known-to-everyone-in-the-financial-world-trump-s-pick-for-fed-chief-nominee">put forward</a> in January by U.S. President Trump. Unlike Powell, Warsh has <a href="https://en.oninvest.com/article/definitely-not-trump-s-puppet-five-major-statements-from-the-candidate-to-head-the-us-federal-reserve-board">advocated</a>&nbsp;lower interest rates. Although nearly 96% of traders <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">do not expect</a> such a move from the U.S. central bank, according to CME FedWatch data, Yeung argues that rate cuts still cannot be ruled out.

InvestorPlace analyst spotlights three stocks as Powell ends term as Fed chair

MaxLinear, Inc.

Ichor Holdings, Ltd.

Ultra Clean Holdings, Inc.

Cohu, Inc.

MarketWatch has <a href="https://www.marketwatch.com/story/these-smaller-tech-stocks-are-punching-well-above-their-weight-acefe98d?mod=home_lead">named</a>&nbsp;four "standout gainer" small-cap tech stocks that have outperformed shares of larger peers over the last 12 months. Against the backdrop of booming demand for AI, investors are searching for lesser-known names with significant upside.

MarketWatch: Four smaller tech names that are punching 'well above their weight'

Firefly Aerospace Inc.

Bruker Corporation

A collapse in Spirit Airlines shares after the low-cost carrier halted operations, a rally in Firefly Aerospace on all-time-high revenue and inclusion in the U.S. Golden Dome missile-defense program, Michael Burry’s bet on scientific-equipment maker Bruker, and another sharp selloff in Beyond Meat after a weak guidance were among the biggest stories in the small-cap sector this week, from May 4 through May 8.

Small caps last week: Burry's new bet, Beyond Meat spiraling, Spirit out of business

Bruker beat earnings expectations, maintained its 2026 guidance, pointing to a recovery in orders, while organic sales remain under pressure

Burry-backed scientific instrument maker Bruker jumps on 1Q earnings

Lyft, Inc.

Shares of taxi and car-sharing service Lyft <a href="https://finance.yahoo.com/quote/LYFT/">fell nearly 2%</a> in premarket trading on Friday after the company’s first-quarter profits <a href="https://www.bloomberg.com/news/articles/2026-05-07/lyft-forecast-beats-on-gross-bookings-buoyed-by-premium-services?embedded-checkout=true">fell short</a> of Wall Street expectations despite significant investment in international expansion and premium offerings. Lyft’s earnings <a href="https://investor.lyft.com/news-events-presentations/press-releases/detail/197/lyft-reports-strong-q1-2026-financial-results">say</a>&nbsp;those efforts could begin to pay off only in the second quarter.

Lyft misses 1Q profit expectations due to global expansion, higher-end offerings

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