--- title: "U.S. stock market mid-session update: AIOS Tech's stock price surged 26.55%, but the market still harbors doubts about valuation risks!" type: "News" locale: "en" url: "https://longbridge.com/en/news/285222086.md" description: "AIOS Tech rose 26.55%; Palantir Tech fell 5.44%, with a trading volume of USD 3.611 billion; Circle fell 3.05%, with a trading volume of USD 1.173 billion; Strategy rose 1.99%, with a trading volume of USD 756 million; SAP rose 1.47%, with a market capitalization of USD 199.7 billion" datetime: "2026-05-05T14:08:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285222086.md) - [en](https://longbridge.com/en/news/285222086.md) - [zh-HK](https://longbridge.com/zh-HK/news/285222086.md) --- # U.S. stock market mid-session update: AIOS Tech's stock price surged 26.55%, but the market still harbors doubts about valuation risks! **U.S. Stock Market Midday Update** AIOS Tech rose 26.55%. Based on recent key news: 1. On May 4, AIOS Tech had a value ranking of 44.69 on Benzinga Edge, indicating its valuation is moderate. Although the stock has potential, it may not be the most attractive choice in the current market environment. This analysis may have affected investor confidence, leading to stock price fluctuations. 2. On May 4, AIOS Tech's stock price fell 21.14% in pre-market trading to $17.43. According to data from Benzinga Pro, this significant drop may reflect market concerns about its valuation and future performance. 3. No other significant news recently. Tech stocks have been volatile lately, requiring cautious observation. **Top Stocks by Industry Trading Volume** Palantir Tech fell 5.44%. Based on recent news: 1. On May 5, Palantir announced its first-quarter financial report, and although revenue and profit exceeded expectations, the stock price fell 2.7% in after-hours trading. The company's revenue reached $1.63 billion, a year-on-year increase of 85%, with a net profit of $876 million. Source: Zhitong Finance 2. On May 4, Palantir's stock closed at $144.07, up 3.57% during the day, but technical indicators showed a decrease in bullish momentum, with the MACD daily chart displaying a death cross signal, increasing short-term support risks. Source: Jinshi Data 3. On May 5, market concerns arose that AI technology might replace traditional software services, leading to Palantir's stock price dropping approximately 18% since the beginning of the year. Source: Wall Street Insight Technology sector adjustment, increasing valuation pressure. Circle fell 3.05%. Based on recent key news: 1. On May 4, a compromise was reached on the U.S. "Clarity Act," retaining the stablecoin reward mechanism, which pushed Circle's stock price up nearly 20%. This act provides a structured development direction for the crypto market, significantly benefiting Circle as the issuer of USDC. Source: Golden Finance 2. On May 5, well-known investor Dan Bin stated that Circle's stock price surged due to the progress of the "Clarity Act," with market expectations that USDC's compliance advantages will increase, driving the stock price up. Source: Golden Finance 3. On May 5, the sentiment in the crypto market improved, with Bitcoin breaking the $80,000 mark, boosting crypto concept stocks, benefiting Circle's stock price. Source: Golden Finance Crypto market sentiment improves, risk appetite increases. Strategy rose 1.99%, with a trading volume of $756 million. Based on recent key news: 1. On May 4, Strategy Company suspended Bitcoin purchases, maintaining a holding of 818,334 coins. This move has drawn market attention to its Bitcoin strategy, causing stock price fluctuations 2. On May 4th, Canadian pension giant AIMCo purchased 1.38 million shares of Strategy stock, increasing the holding value to $241 million, demonstrating market confidence in the stock. 3. On May 4th, analysts predicted that Strategy might purchase between $2 billion and $3 billion in Bitcoin within the next two weeks, driving optimistic expectations for its stock price. Bitcoin prices broke through $80,000, and market sentiment is optimistic. **Stocks Ranked Among the Top by Market Capitalization in the Industry** SAP rose 1.47%, with increased trading volume. Based on recent key news: 1. On May 4th, SAP announced the acquisition of Dremio to integrate SAP and non-SAP data, promoting the development of intelligent AI. This move is seen as an important step to strengthen its AI capabilities, driving the stock price up. 2. On May 4th, SAP plans to invest over €1 billion over the next four years to develop Prior Labs into a leading global frontier AI laboratory. This investment demonstrates SAP's strategic focus in the AI field and enhances market confidence. 3. On May 4th, SAP took measures to prevent unauthorized AI agents, a move seen as an important means to protect its technological assets, further boosting investor confidence in corporate governance. AI and cloud transformation are current industry trends ### Related Stocks - [AIOS.US](https://longbridge.com/en/quote/AIOS.US.md) - [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md) - [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md) - [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md) - [SAP.US](https://longbridge.com/en/quote/SAP.US.md) ## Related News & Research - [Jim Cramer says the world of tech investing has changed and it's not going back](https://longbridge.com/en/news/287128110.md) - [WHITE HOUSE POSTPONES AI EO SIGNING CEREMONY: AXIOS](https://longbridge.com/en/news/287246865.md) - [How Beaten-Down Tempus AI Stock Offers a Lottery Ticket for Traders Here](https://longbridge.com/en/news/286786866.md) - [Cranium AI Acquires Aiceberg to Strengthen its End-to-End AI Security, Governance and Agentic AI Platform](https://longbridge.com/en/news/287239841.md) - [AI video is moving beyond clip slop](https://longbridge.com/en/news/287247597.md)