Today: 25 April 2026
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Artificial Intelligence 23 April 2026 - 25 April 2026

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit shares rose 3.3% to $395.95 on Friday, recovering part of Thursday’s AI-driven losses. The company’s fiscal third-quarter results, covering the peak U.S. tax season, are due after April 30. Investors are watching TurboTax and QuickBooks growth as AI competition pressures software valuations. Intuit forecasts about 10% revenue growth and non-GAAP EPS of $12.45 to $12.51 for the quarter.
25 April 2026
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Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks shares closed up 3.08% at $178.54 on Friday, outpacing cybersecurity peers after Japan announced a financial-sector cybersecurity task force over concerns tied to Anthropic’s Mythos AI model. The company continues heavy spending on acquisitions and integration, aiming to capture demand from large organizations worried about AI-driven cyber threats.
25 April 2026
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Corning Incorporated Just Opened a Financing Door After Its AI Stock Surge

Corning Incorporated Just Opened a Financing Door After Its AI Stock Surge

Corning filed an automatic shelf registration late Friday, allowing it to offer debt and equity securities in the future. The move comes as GLW shares hit $179.08 intraday before closing at $175.89, ahead of its April 28 earnings call. The filing did not specify an offering size. Corning has recently secured a multi-billion dollar fiber-optic deal with Meta Platforms and plans to expand capacity in North Carolina.
25 April 2026
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Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta has signed a multiyear deal worth billions to use Amazon Web Services’ Graviton5 chips for AI, deploying tens of millions of cores. Meta plans 2026 capital spending of up to $135 billion and will cut about 8,000 jobs, with layoffs effective May 20. Meta shares rose $16.87 to $676.02 near the U.S. close; Amazon gained $8.87 to $263.95. Meta will report first-quarter results after the market closes April 29.
24 April 2026
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CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO Michael Intrator sold $35.8 million in company shares this week, according to an SEC filing, after the stock’s sharp rise. The sale, under a pre-set trading plan, involved 307,693 shares at prices between $114.71 and $120.33. Shares traded at $112.46 Friday, down 4.2%. Chief strategy officer Brian Venturo also disclosed $130.4 million in sales by related entities.
24 April 2026
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Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Cadence shares rose 5.2% to $330.66 Friday, rebounding after a 5.21% drop Thursday. The move followed news that Cadence expanded its AI chip design collaboration with TSMC, covering advanced process nodes. Investors await Cadence’s first-quarter earnings report Monday. Rosenblatt reiterated a Buy rating and set a $360 price target.
24 April 2026
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Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door

Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door

Tempus AI Inc. announced a collaboration with the Keck School of Medicine of USC to integrate its molecular testing and trial-matching tools into USC’s health system, covering over 1.5 million patient visits annually. Financial terms were not disclosed. Tempus shares traded at $51.70 midday Friday, valuing the company at about $9 billion. The partnership will initially focus on precision oncology across USC hospitals and clinics.
24 April 2026
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IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Limited will report fiscal third-quarter results on May 7 after its shares rose 7.5% to $52.02, bucking a broader market decline. The company, once focused on bitcoin mining, now faces scrutiny over its AI data center expansion and large contracts, including a $9.7 billion deal with Microsoft. IREN’s AI Cloud Services revenue more than doubled last quarter but remains far below mining revenue.
24 April 2026
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Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Swiss National Bank Chairman Martin Schlegel defended the bank’s $1.1 billion stake in Palantir after Minneapolis activists urged a sale over the company’s work with U.S. immigration authorities. The SNB held 6.24 million Palantir shares at the end of 2025. Palantir shares fell 7.24% Thursday after a previous gain. Shareholders will vote June 3 on proposals for more human rights oversight.
24 April 2026
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AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD shares jumped over 7% in U.S. premarket trading Friday, boosted by strong AI-driven demand for server CPUs following Intel’s earnings report. Premarket prices suggested AMD’s market value could surpass $500 billion, up from $497.79 billion at Thursday’s close. Intel’s Data Center and AI revenue rose 22% to $5.1 billion last quarter. AMD is set to report its own quarterly results on May 5.
24 April 2026
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Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel forecast second-quarter revenue of $13.8 billion to $14.8 billion, topping analyst estimates after first-quarter sales rose 7% to $13.6 billion. Shares jumped 28% in premarket trading. Tesla plans to use Intel’s 14A process for its Terafab AI chip project, marking Intel Foundry’s first major outside customer. The data center and AI unit reported $5.1 billion in revenue, up 22% from a year ago.
24 April 2026
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Nvidia’s Nuclear AI Deal Puts Oklo Stock Back in Focus

Nvidia’s Nuclear AI Deal Puts Oklo Stock Back in Focus

Oklo said it will work with Nvidia and Los Alamos National Laboratory on AI-based nuclear fuel validation and infrastructure at Los Alamos. Oklo shares rose 5.5% to $76.46 after the announcement, while Nvidia fell 1.4%. The agreement comes as data centers drive a rise in U.S. electricity demand, according to the Energy Information Administration. Financial terms were not disclosed.
24 April 2026
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Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 data center in Louisiana, sending shares up 12% to $36.35. The deal lifts total contracted lease revenue above $23 billion and adds a third hyperscale tenant. Initial operations at Delta Forge 1 are expected in mid-2027. The company also plans up to $600 million in new financing for expansion.
23 April 2026
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Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

Nokia shares surged to a 16-year high in Helsinki after first-quarter operating profit jumped 54% to €281 million, beating forecasts. AI and cloud customer sales rose 49%, with €1 billion in new orders. The company raised its 2026 growth outlook for Network Infrastructure but kept its full-year profit target steady. Nokia’s board approved a €0.04 per share dividend, payable May 7.
23 April 2026
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Stock Market Today

  • Charter Shares Plunge 25% on Weak Q1 Results and Customer Losses
    April 25, 2026, 4:21 PM EDT. Charter Communications (CHTR) shares tumbled 25% after a first-quarter earnings report showed missed earnings per share and a loss of 120,000 broadband customers, double last year's figure. Revenue fell 1% to $13.6 billion, hurt by a 9% drop in traditional video revenue amid cord-cutting trends. Rising capital expenditures, up 19% to $2.9 billion, pressured free cash flow. The steep subscriber decline and shrinking margins raised investor concerns about Charter's growth, leading to the stock's sharp sell-off to $180.21, its lowest in over a year. Charter's shares rarely see such volatility, marking this move as notable. The company had recently expanded its Spectrum TV streaming app to more devices, but it wasn't enough to offset core business struggles. The stock remains down over 14% year-to-date and nearly 58% from its May 2025 peak.

Latest article

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

25 April 2026
Intuit shares rose 3.3% to $395.95 on Friday, recovering part of Thursday’s AI-driven losses. The company’s fiscal third-quarter results, covering the peak U.S. tax season, are due after April 30. Investors are watching TurboTax and QuickBooks growth as AI competition pressures software valuations. Intuit forecasts about 10% revenue growth and non-GAAP EPS of $12.45 to $12.51 for the quarter.
Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test

Intuitive Surgical Stock Rebounds As Da Vinci Robot Demand Gives ISRG Bulls A Fresh Test

25 April 2026
Intuitive Surgical shares climbed to $482.22 on April 24 after the company raised its 2026 growth outlook and reported a 23% jump in first-quarter revenue to $2.77 billion. The firm placed 431 da Vinci systems in the quarter and now expects 2026 procedure growth of 13.5% to 15.5%. U.S. bariatric procedures fell 10%, while China and Japan saw slower growth. Competition from Johnson & Johnson and Medtronic is increasing.
Ciena Stock Gets a BlackRock Filing as the AI Networking Trade Heats Up

Ciena Stock Gets a BlackRock Filing as the AI Networking Trade Heats Up

25 April 2026
BlackRock disclosed ownership of 11.27 million Ciena shares, or 8% of the company, in an amended SEC filing Friday. Ciena stock traded at $520.80 after hitting $527.63 intraday, giving the company a $75.9 billion market value. The filing stated BlackRock’s stake was not intended to influence control.
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