Skip to main content

What Moved Markets — 11am ET, May 12, 2026

View on X

Headlines

  • AMD and Rackspace partnership, Q1 results — RXT shares surged over 5 days, RSI suggests overbought territory at $6 resistance

  • Nvidia reaches new all-time high — Alphabet and AMD top list of most overbought Big Tech stocks

  • Cerebras IPO 20x oversubscribed — company raised IPO range, signaling Wall Street demand for AI chip plays

  • Adeia renews multi-year IP licensing deal with Google (ADEA:NASDAQ)

  • Grok downloads crater 60% — SpaceX rents Colossus 1 supercomputer to rival Anthropic

  • OpenAI trial: Board chair Taylor continues testimony, Altman set to take stand — Musk accuses Altman and Brockman of trying to 'steal a charity'

  • Bitcoin approaches $80,000 200-day moving average — history shows prior bear-market resistance at this level

Today’s wrap

May 12, 2026 Market Wrap

GoodMoat publishes hourly macro-headline digests synthesized by AI from leading financial newswires (Reuters, Bloomberg, Tiingo). Each bulletin is editorially reviewed for accuracy before publication. See the Macro Desk editorial process for details.