Today: 21 April 2026
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Artificial Intelligence 15 April 2026 - 21 April 2026

NVIDIA Corporation Shares Slip as Google’s AI Chip Push Tests Inference Lead

NVIDIA Corporation Shares Slip as Google’s AI Chip Push Tests Inference Lead

Nvidia shares dropped $1.98 to $200.08 Tuesday after reports that Google is in talks with Marvell Technology on new AI chips. The move comes ahead of Google Cloud Next and highlights ongoing efforts by major cloud providers to reduce reliance on Nvidia processors. Nvidia’s market value stood at about $4.53 trillion after the decline. Google and Marvell did not comment on the reported discussions.
21 April 2026
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Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon will invest up to $25 billion more in Anthropic, starting with $5 billion, as the AI startup commits to spend over $100 billion on AWS over the next decade. Anthropic will lock in up to 5 gigawatts of Amazon Trainium chip capacity, with nearly 1 gigawatt online by the end of 2026. The deal follows surging demand for Anthropic’s Claude models, which now generate over $30 billion in annualized revenue.
21 April 2026
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Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet shares fell 0.9% to $338.45 Monday after reports Google is in talks with Marvell Technology to develop two AI chips, despite ongoing investor concerns over a projected $175–$185 billion 2026 spending bill. Marvell stock rose 6.1% while Broadcom dropped 2.4%. Alphabet reports first-quarter results April 29. Google and Marvell declined to comment.
20 April 2026
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Meta Q1 2026 Earnings Set for April 29 as Ad Growth Faces AI Spending Test

Meta Q1 2026 Earnings Set for April 29 as Ad Growth Faces AI Spending Test

Meta Platforms will report first-quarter earnings after markets close April 29, with a conference call set for 2:30 p.m. Pacific. Shares fell 2.3% midday Monday. Analyst Justin Post expects Meta to beat estimates, forecasting $56 billion in revenue and $7.44 EPS for the March quarter. Meta recently extended its AI chip deal with Broadcom through 2029 and faces rising energy costs and new European regulatory scrutiny.
20 April 2026
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Oracle Stock Holds After AWS Tie-Up as Investors Reassess the AI Bet

Oracle Stock Holds After AWS Tie-Up as Investors Reassess the AI Bet

Oracle shares slipped 0.2% to $174.75 Monday after investors questioned whether its expanded partnership with Amazon Web Services will drive sustained AI revenue. The company plans to connect its Interconnect service with AWS later this year, but the stock remains far below last September’s record high. Oracle recently raised its 2027 revenue target to $90 billion. Analysts warn data transfer fees and power supply remain concerns.
20 April 2026
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Microsoft Stock Faces a Make-or-Break Earnings Test as Wall Street Splits on AI Spending

Microsoft Stock Faces a Make-or-Break Earnings Test as Wall Street Splits on AI Spending

Microsoft shares fell 1.3% to $417.23 Monday, remaining about 23% below their October 2025 peak ahead of the company’s April 29 earnings report. Microsoft’s December quarter revenue rose 17% to $81.3 billion, but capital spending jumped 66% to $37.5 billion, raising investor concerns. Cloud giants are expected to spend $635 billion this year, with Microsoft, Alphabet, and Meta all reporting results April 29.
20 April 2026
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AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD shares fell 1.4% to $274.61 in late-morning New York trading Monday after last week’s record highs. Bank of America and Stifel raised their price targets to $310 and $320, citing growing AI infrastructure demand for CPUs. AMD’s partnership with Meta could be worth up to $60 billion over five years. First-quarter results are due May 5.
20 April 2026
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Intel Stock Pulls Back From 25-Year High Ahead of Earnings as AI CPU Bet Faces Test

Intel Stock Pulls Back From 25-Year High Ahead of Earnings as AI CPU Bet Faces Test

Intel shares dropped 3.5% to $66.08 on Monday, retreating from Friday’s 24-year high ahead of its April 23 earnings report. Investors are watching for signs that AI demand for server CPUs is expanding beyond Nvidia’s GPUs. Intel faces ongoing foundry losses, with its contract chipmaking arm losing $10.32 billion in 2025 despite higher revenue.
20 April 2026
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Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom shares fell 1.7% Monday after Reuters reported Google is in talks with Marvell Technology on two new AI chips, raising questions about Broadcom’s custom-silicon relationship with Google. Marvell stock rose 4.3%. Broadcom recently announced long-term AI chip deals with Google and Meta, and reported first-quarter AI revenue up 106% to $8.4 billion.
20 April 2026
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Google’s Reported AI Chip Talks Put Marvell Technology in the Middle of the Custom AI Chip Race

Google’s Reported AI Chip Talks Put Marvell Technology in the Middle of the Custom AI Chip Race

Google is in talks with Marvell Technology to develop two new AI chips, including a memory processing unit and a new TPU for inference, The Information reported Sunday. Reuters could not immediately verify the report, and neither company responded to requests for comment. Marvell shares closed at $139.69 before the news surfaced. The companies reportedly aim to finalize the memory chip design next year.
19 April 2026
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NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

Nvidia expanded its robotics partnership with Cadence Design Systems, integrating AI models and simulation engines for robot training. Nvidia shares rose 1.2% to $200.79 Friday, valuing the company at $4.53 trillion. TSMC and ASML raised 2026 sales forecasts as AI chip demand remains strong. U.S. Senator Elizabeth Warren questioned Nvidia’s SchedMD acquisition, citing concerns over control of supercomputing software.
17 April 2026
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NVIDIA Corporation Deepens Robotics Push With Cadence as AI Chip Demand Holds Up

NVIDIA Corporation Deepens Robotics Push With Cadence as AI Chip Demand Holds Up

Nvidia and Cadence Design Systems announced a partnership Wednesday to combine Cadence's physics engines with Nvidia AI models for training robots in virtual environments. Nvidia shares traded at $198.95 Thursday, holding a $4.53 trillion market value, while Cadence gained 1.1%. The collaboration was unveiled at a Cadence event in Santa Clara.
16 April 2026
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AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein raised price targets for AMD and Intel on Thursday, citing stronger demand for server chips in AI data centers. AMD shares rose 5.8% to $273.19 and Intel gained 4.1% to $67.57, both above the new targets. Bernstein now expects AMD’s EPYC server-chip sales to grow 50% in 2026, and Intel’s Xeon sales to rise 36%. Meta’s $60 billion deal with AMD and extended chip supply agreements are driving demand.
16 April 2026
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Super Micro Computer Launches Edge AI Servers as SMCI Faces Margin and Compliance Test

Super Micro Computer Launches Edge AI Servers as SMCI Faces Margin and Compliance Test

Super Micro Computer launched compact edge AI systems using AMD EPYC 4005 chips on Monday, targeting retailers, factories, clinics, and branch offices. Shares rose about 1% Wednesday morning. The rollout follows a quarter where revenue more than doubled to $12.68 billion but gross margin dropped to 6.3%. One customer made up 62.6% of net sales in the December quarter.
15 April 2026
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Oklo Stock Jumps After Board Shake-Up as AI Nuclear Bet Heads Toward July Test

Oklo Stock Jumps After Board Shake-Up as AI Nuclear Bet Heads Toward July Test

Oklo shares rose 11% Wednesday after the company expanded its board to 11 members and made several management changes. The moves come as Oklo pursues major nuclear projects, including a Meta-backed 1.2 GW deal in Ohio and a Department of Energy reactor deadline in Texas. Recent SEC filings showed insider stock sales, some pre-arranged and others for tax withholding. No U.S. advanced reactor developer has begun commercial power production.
15 April 2026
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IREN Stock Rebounds as Microsoft AI Deal Fuels Bull Calls, but $6 Billion Share Sale Risk Lingers

IREN Stock Rebounds as Microsoft AI Deal Fuels Bull Calls, but $6 Billion Share Sale Risk Lingers

IREN shares traded at $47.43 on Wednesday, valuing the company at $10.7 billion after a rebound from March lows. Quarterly revenue fell to $184.7 million as bitcoin mining dropped, but AI cloud services revenue more than doubled to $17.3 million. IREN secured $3.6 billion in GPU financing for its Microsoft contract and reported $2.8 billion in cash at Jan. 31.
15 April 2026
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Oracle Stock Jumps Again After Bloom Energy Deal and AI Push—but Risks Still Linger

Oracle Stock Jumps Again After Bloom Energy Deal and AI Push—but Risks Still Linger

Oracle shares jumped 5.3% to $171.68 Wednesday morning, extending a rally after the company unveiled new AI features and expanded its fuel-cell partnership with Bloom Energy. Oracle agreed to procure up to 2.8 gigawatts of Bloom’s fuel-cell systems for data centers, with 1.2 GW already contracted. The stock had climbed 12.7% Monday and 4.7% Tuesday.
15 April 2026
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Allbirds Stock Soars as Shoe Brand Bets $50 Million on AI Compute Pivot

Allbirds Stock Soars as Shoe Brand Bets $50 Million on AI Compute Pivot

Allbirds secured up to $50 million in senior secured convertible notes and will pivot to AI compute infrastructure after selling its footwear business to American Exchange Group for $39 million. Shares jumped to $10.10, up $7.61, after the announcement. The company plans to rename itself NewBird AI and use the funds to buy GPUs for a rental business. A May 18 shareholder vote will decide on the asset sale and charter changes.
15 April 2026
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Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom shares rose 3.9% after Meta extended its chip partnership through 2029, with the first rollout phase exceeding 1 gigawatt of compute. Marvell gained 1.5% as Oppenheimer raised its price target to $170, citing strong data-center networking growth. Wall Street opened higher, with the S&P 500 near record levels amid easing inflation signals.
15 April 2026
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Stock Market Today

  • Nvidia Stock Split Sparks Debate: Can Shares Hit $1,200 Again?
    April 21, 2026, 1:29 PM EDT. On June 7, 2024, Nvidia shares closed above $1,200 before a 10-for-1 stock split drastically lowered the price to about $120. Since then, the company's market capitalization has surged nearly $2 trillion to $4.9 trillion, with shares trading near $202, up over 67%. Reaching $1,200 again represents a sixfold increase, implying a $28 trillion market cap, a staggering leap. Analysts outline that such growth would require a compound annual growth rate (CAGR) from 7.5% over 25 years to 44% over 5 years. While high growth rates like Nvidia's recent 70% annualized gain are rare, analysts forecast revenue growth pushing shares potentially toward $400 by 2027-2028. Nvidia's expansion amid AI innovation fuels speculation on whether it could become a trillion-dollar company and if an individual could become the world's first AI-driven trillionaire.

Latest article

NVIDIA Corporation Shares Slip as Google’s AI Chip Push Tests Inference Lead

NVIDIA Corporation Shares Slip as Google’s AI Chip Push Tests Inference Lead

21 April 2026
Nvidia shares dropped $1.98 to $200.08 Tuesday after reports that Google is in talks with Marvell Technology on new AI chips. The move comes ahead of Google Cloud Next and highlights ongoing efforts by major cloud providers to reduce reliance on Nvidia processors. Nvidia’s market value stood at about $4.53 trillion after the decline. Google and Marvell did not comment on the reported discussions.
AT&T and Citi Refresh Points Plus Card With New Rewards, Bill Discounts and No Foreign Fees

AT&T and Citi Refresh Points Plus Card With New Rewards, Bill Discounts and No Foreign Fees

21 April 2026
AT&T and Citigroup updated the AT&T Points Plus World Mastercard, adding 2x ThankYou Points on AT&T purchases and waiving foreign transaction fees. The card still offers up to $240 in annual statement credits after qualifying spend, with discounts for eligible wireless and internet customers. The new perks are available to current and new cardholders. AT&T shares traded at $26.14 midday Tuesday.
Citi Wealth Turns to Advyzon for Global Unified Managed Account Rollout as Banks Push Deeper Into Alternatives

Citi Wealth Turns to Advyzon for Global Unified Managed Account Rollout as Banks Push Deeper Into Alternatives

21 April 2026
Citi Wealth will partner with Advyzon to launch a global unified managed account program, starting in late 2026 for select private banking clients. The platform will combine ETFs, mutual funds, separately managed accounts, and alternatives in a single structure, integrating BlackRock’s portfolio solutions. Citi’s wealth unit reported $3.1 billion in Q1 revenue, up 11% from last year, but net new investment assets fell 11%.
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