What Moved Markets — 2pm ET, May 7, 2026

Headlines

• •SoftBank-Nvidia in talks to build Japanese AI servers — Nvidia (NVDA) partners with SoftBank and Foxconn for Japan AI server development

  $NVDAseekingalpha.com

• •Nvidia backs Corning with $500M for fiber optics — Jensen Huang warns copper's limitations in AI factories, Corning to build new plants and create 3,000 jobs

  $NVDAbenzinga.com

• •AAON stock jumps more than 50% to all-time highs after blowout earnings — data center demand surge cited

  $AAONfinance.yahoo.com

• •BlackSky Stock Drops After Disappointing Q1 Results

  $BKSY$GOOG$GOOGL$NE-WSbenzinga.com

• •ImmunityBio Stock Drops After Earnings Miss Despite Anktiva Momentum

  $GOOG$GOOGL$IBRX$NE-WSbenzinga.com

• •ACI Worldwide raises 2026 revenue outlook to $1.89B-$1.92B and adjusted EBITDA to $540M-$555M (NASDAQ:ACIW)

  $ACIWseekingalpha.com

• •Collegium outlines $805M-$825M 2026 product revenue outlook while planning to close $650M AZSTARYS deal in Q2 (NASDAQ:COLL)

  $COLLseekingalpha.com