U.S. approved Nvidia H200 exports to 10 Chinese firms on May 14, 2026, a targeted licensing shift that could accelerate AI procurement for authorised buyers.
Quantexa won a £175m HMRC contract on 14 May 2026 to deploy AI for fraud and tax‑return error detection, signalling a major UK public‑sector technology procurement.
Cerebras Systems secured $5.55B in an IPO on May 14, 2026 — the largest AI offering of 2026; watch revenue mix, margins and hyperscaler bookings closely.
Cisco flagged ~$9.0bn in FY2026 hyperscaler AI orders and guided Q4 revenue to $16.7bn–$16.9bn on May 14, 2026 (Seeking Alpha/Cisco).
CXApp plans a June 2026 CXAI 2.0 rollout and targets gross margins near 80%; management disclosed the timeline and margin goal on May 14, 2026 (Seeking Alpha).
Snap filed Form 144 on May 13, 2026 disclosing up to 250,000 Class A shares for sale; SEC Rule 144 gives a 90-day window and markets should watch Form 4s for execution details.
Energous plans to complete installations at approximately 35 facilities in 2026 and will not use its ATM program in 2026, per Seeking Alpha (May 14, 2026).
Similarweb projects $307M-$315M revenue for 2026 and a CEO transition by mid-2027; guidance released May 14, 2026, sets a midpoint of $311M (Seeking Alpha).
Marvell filed a DEF 14A for its May 13, 2026 shareholder meeting (Investing.com, May 14, 2026); the proxy details director elections, compensation tables and standard shareholder proposals.
SentinelOne filed a Form DEF 14A on May 13, 2026 (Investing.com report May 14, 2026), initiating proxy disclosures on director elections, pay and governance ahead of its annual meeting.
Position yourself for the macro moves discussed above
Start TradingNvidia CEO's foundation bought $108m of CoreWeave AI compute on May 14, 2026, donating capacity to researchers and spotlighting GPU cloud supply dynamics.
Cerebras ups IPO to raise $5.5bn at a $40bn valuation (FT, May 13, 2026); the raise equals ~13.8% of implied market cap and sets a new benchmark for AI hardware listings.
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