Today: 13 April 2026
Subscribe
Browse Category

Artificial Intelligence 6 April 2026 - 13 April 2026

Sandisk Stock Jumps as Nasdaq-100 Adds AI Storage Winner, Atlassian Exits

Sandisk Stock Jumps as Nasdaq-100 Adds AI Storage Winner, Atlassian Exits

Sandisk shares jumped 7.3% to $913.56 after Nasdaq said the company will join the Nasdaq-100 on April 20, replacing Atlassian. The move follows strong demand for AI-related data storage and analyst price target hikes. Atlassian exits as software stocks slump, with its shares down 65% this year. Sandisk reports fiscal third-quarter results on April 30.
13 April 2026
···
CoreWeave stock jumps again after Anthropic AI deal adds to $21 billion Meta pact

CoreWeave stock jumps again after Anthropic AI deal adds to $21 billion Meta pact

CoreWeave shares rose 7.5% to $109.64 on Monday after announcing a deal to supply Anthropic with AI computing capacity. The stock had already surged over 13% Friday on news of the agreement. CoreWeave also disclosed a new $21 billion order from Meta last week and priced $5.25 billion in new debt to fund expansion. Financial terms of the Anthropic contract were not disclosed.
13 April 2026
·····
ServiceNow Stock Slides as UBS Warns AI Threat Is Bigger Than First Thought

ServiceNow Stock Slides as UBS Warns AI Threat Is Bigger Than First Thought

UBS downgraded ServiceNow to neutral from buy and cut its price target to $100 from $170, citing AI disruption risk and weaker demand for non-AI software. ServiceNow shares traded at $83.00 before the bell Monday, down 7.6% from the previous close and 44% lower year-to-date. The company has added AI features across all products. Bernstein reiterated an Outperform rating.
13 April 2026
··
Palantir Technologies (PLTR) Stock Rebounds After Cathie Wood Buys the Dip, but AI Rival Fears Linger

Palantir Technologies (PLTR) Stock Rebounds After Cathie Wood Buys the Dip, but AI Rival Fears Linger

Palantir Technologies rose 2% in premarket trading Monday after ARK Invest bought 85,485 shares worth $11.15 million across five ETFs. The move follows a sector-wide selloff triggered by concerns over new AI tools like Anthropic’s Claude Mythos. Palantir reported 70% fourth-quarter revenue growth and expects up to $7.2 billion in 2026 revenue. The stock traded at about 99 times projected 2026 earnings on Monday.
13 April 2026
··
NVIDIA Stock Rises on TSMC AI Demand Signal, but Amazon and Google Loom

NVIDIA Stock Rises on TSMC AI Demand Signal, but Amazon and Google Loom

Nvidia shares climbed $4.60 to $188.63 Monday after analysts flagged record profits at supplier TSMC, driven by AI demand. Nvidia reported record quarterly revenue of $68.1 billion, with $62.3 billion from data centers. Amazon and Broadcom signaled growing competition in AI chips. Samsung, SK Hynix, and Micron reported tight high-bandwidth memory supply as prices rose.
13 April 2026
····
Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Snowflake shares fell 8.4% to $121.11 on Friday after an 11.7% drop Thursday, as investors sold off software stocks amid concerns over new AI tools from Anthropic and OpenAI. The stock now trades just above its 52-week low. The S&P 500 Software and Services Index is down 25.5% for the year. Snowflake reported fourth-quarter product revenue of $1.23 billion, up 30% from a year earlier.
11 April 2026
····
MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

MARA Holdings shares rose 1.7% to $9.67 Thursday despite Cantor Fitzgerald cutting its price target to $10. The company recently sold 15,133 bitcoin for $1.1 billion and agreed to repurchase $1 billion in convertible notes at a discount. MARA is expanding into AI and cloud infrastructure, but fourth-quarter revenue fell 6% and it posted a $1.7 billion net loss.
9 April 2026
···
CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

Meta Platforms signed a new $21 billion deal with CoreWeave for AI cloud computing capacity through 2032, according to a securities filing. CoreWeave shares rose 3.4% in after-hours trading. The agreement adds to a $14.2 billion commitment disclosed last September. CoreWeave also launched $3 billion in convertible notes and upsized a senior-notes deal to $1.75 billion.
9 April 2026
····
Amazon Stock Rises After Andy Jassy Reveals AWS AI Revenue, Defends $200 Billion Spend

Amazon Stock Rises After Andy Jassy Reveals AWS AI Revenue, Defends $200 Billion Spend

Amazon shares rose 5% Thursday after CEO Andy Jassy revealed AWS’s AI services are generating over $15 billion annually and its chip business more than $20 billion. Jassy said much of AWS’s $200 billion in planned 2026 spending is backed by customer commitments, including a $100 billion OpenAI deal. He also highlighted deep job cuts and a push for smaller teams. Amazon now operates over 1 million robots and plans to launch its Leo satellite network in mid-2026.
9 April 2026
···
Grab Holdings Bets on AI as Group Ride Tool Targets 40% Lower Fares

Grab Holdings Bets on AI as Group Ride Tool Targets 40% Lower Fares

Grab Holdings launched 13 new AI-powered products in Jakarta, including a “Group Ride” feature that can cut fares by up to 40% for shared routes. CEO Anthony Tan said the tools aim to offset rising fuel costs and support demand as households tighten spending. The company’s 2026 revenue and profit forecasts remain below analyst expectations. Grab’s $600 million deal to buy Foodpanda Taiwan is pending regulatory approval.
9 April 2026
··
CoreWeave Stock Climbs on $21 Billion Meta AI Cloud Deal, but Debt Risks Stay in Focus

CoreWeave Stock Climbs on $21 Billion Meta AI Cloud Deal, but Debt Risks Stay in Focus

CoreWeave said Meta Platforms committed about $21 billion for AI cloud capacity through December 2032. Shares rose 4.3% to $88.90 in premarket trading after the announcement. The deal follows an $8.5 billion loan facility and a $1.25 billion senior notes offering. CoreWeave reported $5.13 billion in 2025 revenue and ended December with a $66.8 billion backlog.
9 April 2026
····
Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon closed at $213.77 Tuesday, with BNP Paribas maintaining a $320 price target, citing strong AI demand despite Amazon’s planned $200 billion capex for 2026. The company’s February forecast of higher spending sent shares down 11.5% after hours, even as AWS revenue rose 24% to $35.6 billion in the December quarter. Alphabet and Microsoft are also ramping up AI infrastructure spending.
8 April 2026
···
Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Broadcom announced a multiyear deal to develop Google’s next-generation TPUs and supply AI rack components through 2031. Nvidia shares rose 0.3% premarket, while Broadcom jumped 6.3% after the news. Anthropic said it will access 3.5 gigawatts of TPU compute from 2027 and reported Claude’s run-rate revenue above $30 billion. Analysts say custom ASICs could begin taking AI inference share from Nvidia starting in 2027.
8 April 2026
······
Nokia Oyj Heads Into Crucial AGM as Chair Succession, Dividend Vote and AI Push Converge

Nokia Oyj Heads Into Crucial AGM as Chair Succession, Dividend Vote and AI Push Converge

Nokia shareholders will vote Thursday on appointing Timo Ihamuotila as board chair, a new payout mandate of up to 14 euro cents per share, and expanded authority for share buybacks and issuances. The company recently secured a multi-year 5G network contract with Virgin Media O2 in Britain. First-quarter results under Nokia’s new structure are due April 23. U.S.-listed shares last traded at $8.89.
7 April 2026
···
NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

Nvidia’s acquisition of SchedMD, maker of the Slurm workload manager, has sparked concern among AI and supercomputing experts that Slurm could be steered toward Nvidia hardware, Reuters reported. Nvidia said it will keep Slurm open source and vendor-neutral. The company’s shares traded at $177.64 early Tuesday, valuing Nvidia at about $4.53 trillion.
7 April 2026
·····
Why Microsoft Stock Is Still Under Pressure: AI Costs, OpenAI Exposure and Data-Center Scrutiny

Why Microsoft Stock Is Still Under Pressure: AI Costs, OpenAI Exposure and Data-Center Scrutiny

Microsoft shares traded at $372.88, down 0.1% after the company posted its worst quarter since 2008, falling nearly 25%. Shareholders are pressuring Microsoft over the water and power demands of its AI data centers. Capital spending reached $37.5 billion last quarter, with about 45% of its commercial backlog tied to OpenAI. Azure revenue rose 39%, but investors remain wary of rising costs and concentrated AI bets.
6 April 2026
·
Sandisk Stock Jumps Again as AI Storage Demand Defies S&P 500 Slump

Sandisk Stock Jumps Again as AI Storage Demand Defies S&P 500 Slump

Sandisk shares rose 2.8% to $720.90 in late-morning New York trading Monday, outpacing the S&P 500’s 0.2% gain. The company reported fiscal Q2 revenue up 61% to $3.03 billion and forecast Q3 revenue above analyst estimates. Sandisk extended its joint venture with Kioxia through 2034 for $1.165 billion. Micron, Western Digital, and Seagate also advanced.
6 April 2026
···
IBM Stock Faces April 22 Earnings Test as AI Deals Meet Wall Street Doubts

IBM Stock Faces April 22 Earnings Test as AI Deals Meet Wall Street Doubts

IBM shares fell 0.7% to $246.43 Monday despite announcing a new AI project with Tata Play Fiber in India. Investors remain focused on IBM’s April 22 earnings report after a February selloff triggered by concerns over mainframe demand and competition from Anthropic’s Claude Code tool. IBM’s stock remains well below its 52-week high of $324.90.
6 April 2026
···
1 2 3 … 165

Stock Market Today

  • Citigroup Lowers Ecolab Stock Price Target Citing Cautious Outlook
    April 13, 2026, 2:45 PM EDT. Citigroup trimmed its price target for Ecolab (NYSE: ECL) from $345 to $330, maintaining a buy rating but signaling a more cautious near-term outlook. The new target still suggests about 20% upside from recent closing levels. Other analysts show mixed views: Robert W. Baird lowered its target to $296 with an "outperform" rating, while Stifel Nicolaus raised theirs to $337 with a "buy". Ecolab shares rose modestly to $274 amid these shifts. The company reported slightly better-than-expected quarterly earnings on Feb. 10, driven by 4.8% revenue growth year-over-year. Ecolab's 2026 guidance projects earnings per share between $8.43 and $8.63. CEO Christophe Beck recently sold 20,000 shares, adding to investor focus on insider activity. At a $77 billion market cap, Ecolab faces scrutiny balancing solid fundamentals with cautious analyst sentiment.

Latest article

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

Marvell Stock Hits Record High After Nvidia’s $2 Billion Move and Amazon AI Chip Push

13 April 2026
Marvell Technology shares rose 2.1% to $131.22 Monday, hitting a record after Nvidia’s $2 billion investment and renewed optimism over Amazon’s AI chip business. The stock earlier touched $135.18. Barclays upgraded Marvell and raised its price target to $150, citing surging demand for optical products in AI data centers. Nvidia and Marvell plan to link custom chips for Nvidia’s NVLink Fusion platform.
Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

13 April 2026
Intel shares climbed $2.09 to $64.47 by late morning Monday, extending a rally that has added over $100 billion in value across eight sessions. The surge follows a raised price target, new deals with Google and Elon Musk’s Terafab, and Intel’s $14.2 billion buyback of Apollo’s Fab 34 stake. The stock is up 69% in 2026 after an 84% gain last year. Intel reports first-quarter results April 23.
Nebius Stock (NBIS) Jumps as BofA Backs AI Trade, but Downgrade Flags Valuation Risk

Nebius Stock (NBIS) Jumps as BofA Backs AI Trade, but Downgrade Flags Valuation Risk

13 April 2026
Nebius Group shares climbed 7.4% to $155.74 by midday Monday after Bank of America raised its price target to $175, despite Freedom Capital Markets downgrading the stock to Hold. The Amsterdam-based AI infrastructure firm recently secured a five-year deal with Meta worth up to $27 billion and holds over $40 billion in supply contracts with Microsoft and Meta. Nebius also closed $4.34 billion in convertible debt and sold $2 billion in warrants to Nvidia.
Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

13 April 2026
Salesforce faced renewed attention after reports of stake reductions by Choreo LLC and Sumitomo Mitsui Trust Group, based on SEC filings from January that reflected year-end positions. Choreo held 27,733 shares and Sumitomo Mitsui 2,478,864 shares as of December 31. The reported cuts amounted to about 35% and 8.6%, respectively. Salesforce shares rose 3.4% Monday, while broader software stocks remain down for the year.
Go toTop