What Moved Markets — 8am ET, May 6, 2026

Headlines

• •TotalEnergies AI supercomputer deal with Nvidia & Dell — computing capacity boosted sixfold

  $NVDAbenzinga.com

• •AMD data center demand outstripping supply, margins expanding — Q1 results beat estimates

  $AMDfinance.yahoo.com

• •Bitcoin hits $82,000 as US-Iran peace hopes drive four consecutive days of spot ETF inflows — $467.4 million in net inflows

  $MSTRbenzinga.com

• •3 Reasons Why Microsoft Stock Looks Cheap and Has a Strong Buy Case

  $MSFT$NVDAfinance.yahoo.com

• •Pentagon bans Anthropic AI system citing 'supply chain risk' — White House and military split on deal as Trump says deal is 'possible'

  $BAbenzinga.com

• •Oil drops as US-Iran peace deal hopes mount

  $USObloomberg.com

• •TIC Solutions GAAP EPS of -$0.19, revenue of $488M (NYSE:TIC)

  $TICseekingalpha.com