Today: 13 May 2026
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Artificial Intelligence 11 April 2026 - 16 April 2026

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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D-Wave Quantum Stock Jumps Again as Nvidia Ising Launch and CEO Pitch Put QBTS Back in Focus

D-Wave Quantum Stock Jumps Again as Nvidia Ising Launch and CEO Pitch Put QBTS Back in Focus

D-Wave Quantum shares rose about 8% in premarket trading Wednesday after a 15.8% jump Tuesday, following Nvidia’s release of open-source quantum AI models. CEO Alan Baratz promoted D-Wave as a commercial quantum player at Washington events, while a new bearish note warned the stock trades ahead of fundamentals. IonQ and Rigetti also surged Tuesday. D-Wave reported 2025 revenue of $24.6 million and recent bookings over $32.8 million.
15 April 2026
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Snap Stock Jumps as Outlook Improves and 1,000 Job Cuts Back AI, Specs Push

Snap Stock Jumps as Outlook Improves and 1,000 Job Cuts Back AI, Specs Push

Snap expects $1.529 billion in Q1 revenue and $233 million in adjusted EBITDA, ahead of its May 6 earnings call. The company will cut about 1,000 jobs, or 16% of staff, and close over 300 open roles, aiming to lower annualized costs by $500 million by late 2026. Shares rose 8.74% Tuesday and gained over 5% premarket Wednesday. Snap also signed a multi-year deal with Qualcomm for AR glasses using Snapdragon XR chips.
15 April 2026
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Meta Builds AI Version of Mark Zuckerberg for Employees as AI Push Leaves Metaverse Behind

Meta Builds AI Version of Mark Zuckerberg for Employees as AI Push Leaves Metaverse Behind

Meta is developing an AI version of CEO Mark Zuckerberg, trained on his image, voice, and public statements to interact with employees, the Financial Times reported. The company ended 2025 with 78,865 staff and expects 2026 capital spending of $115–$135 billion, mostly for AI infrastructure and talent. Reuters said Meta has shifted top engineers into a new Applied AI group as part of its internal AI push.
14 April 2026
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IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN shares rose to $43.07 Tuesday, up $3.76, as Meta’s $21 billion CoreWeave deal and Nebius’ up-to-$27 billion Meta agreement fueled interest in AI infrastructure stocks. IREN aims for a 150,000-GPU buildout and targets over $3.7 billion in annualized AI cloud revenue by end-2026, though most is not yet contracted. Microsoft’s $9.7 billion contract and $3.6 billion in GPU financing back the expansion.
14 April 2026
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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
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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
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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
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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
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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
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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
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Stock Market Today

  • 3 Risks Behind Bark's Stock Drop and a Safer Alternative
    May 12, 2026, 10:00 PM EDT. Bark's stock has fallen 40.7% since November 2025, now trading at $9.37 per share, raising concerns for investors. The company shows weak 5.2% annualized revenue growth over five years, lagging in the consumer discretionary sector. Despite a recent positive free cash flow quarter, Bark's average free cash flow margin sits at negative 4.5%, indicating cash burn. Additionally, the company faces a short cash runway with $38.31 million in debt surpassing $21.68 million cash, risking shareholder dilution if new capital is raised. Traders are cautious as Bark trades at a forward EV-to-EBITDA of 24.7×, reflecting high expectations. Analysts recommend holding off and considering more stable stocks with consistent free cash flow instead.

Latest article

US Stocks Lose Their Record Edge After Hours as Oil Turns Inflation Into a Fed Problem

US Stocks Lose Their Record Edge After Hours as Oil Turns Inflation Into a Fed Problem

13 May 2026
Tech stocks led declines Tuesday after April CPI data showed consumer prices rose 0.6% for the month and 3.8% year-over-year, pushing Treasury yields higher and weighing on rate-cut hopes. Brent crude settled above $107, fueling inflation concerns. The S&P 500 slipped 11.88 points to 7,400.96, while the Nasdaq lost 185.92 to 26,088.20. Chip stocks fell sharply, with Qualcomm down 11% and Intel off 6.8%.
Karman Stock’s Rally Turns Into an Earnings Test as Backlog Jumps and Valuation Bites

Karman Stock’s Rally Turns Into an Earnings Test as Backlog Jumps and Valuation Bites

13 May 2026
Karman Holdings shares closed up 6.2% at $62.48 on May 12, then fell 11% after hours following first-quarter results and a raised 2026 outlook. Q1 revenue jumped 51% to $151.2 million, net income reached $7.8 million, and backlog hit $1.0 billion. Adjusted EPS matched the $0.11 estimate. The company announced over $1 billion in new contingent demand commitments.
Velo3D Stock Jumps After Q1 Results Turn Margin Story Into a Real Test

Velo3D Stock Jumps After Q1 Results Turn Margin Story Into a Real Test

13 May 2026
Velo3D shares surged 24.7% to $17.53 in after-hours trading Tuesday after first-quarter revenue rose 48% to $13.8 million and net loss narrowed to $7.0 million. Gross margin improved to 17.2%. The company raised $50 million in April but remains loss-making, with a recent going-concern warning. Backlog stood near $30 million, with repeat orders above 70% of total.
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