Shoals, Rocket Lab, and Blink Charging shares jump following AMD's £2 billion ($2.66 billion) five-year UK investment announcement and easing Middle East tensions

AMD announced a £2 billion ($2.66 billion) five-year investment in the UK for AI research and infrastructure, signaling continued major capital deployment to data-centre construction and supporting logistics and grid infrastructure.

Shoals (NASDAQ:SHLS) jumped 4%, Rocket Lab (NASDAQ:RKLB) jumped 3.3%, and Blink Charging (NASDAQ:BLNK) jumped 4.2% in the morning session as industrial stocks recovered on the broad market rebound.

Blink Charging reported Q1 2026 revenue of $20.78 million, flat year-over-year and below analyst expectations of $21.68 million, but delivered an adjusted loss per share of $0.06, beating Wall Street's consensus estimate for a loss of $0.09 per share, and reduced free cash flow burn to $962,000 from $14.22 million in the same quarter last year.