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Artificial Intelligence 26 March 2026 - 2 April 2026

Snap Inc Faces Fresh Pressure as Activist Irenic Pushes AI Pivot, Cost Cuts and a Specs Rethink

Snap Inc Faces Fresh Pressure as Activist Irenic Pushes AI Pivot, Cost Cuts and a Specs Rethink

Activist investor Irenic Capital disclosed a 2.5% stake in Snap and urged cost cuts, a Specs unit spinoff, and more AI investment. Snap shares rose after the campaign went public. The company beat Q4 revenue estimates but lost 3 million daily users and forecast weaker Q1 sales. Snap reported $1 billion in annualized direct revenue and completed a $500 million buyback in January.
2 April 2026
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OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI closed a $122 billion funding round at an $852 billion valuation and raised over $3 billion from individual investors. The company said its shares will be included in several ARK Invest ETFs ahead of a possible IPO. Reuters reported OpenAI is shifting resources toward Codex and enterprise tools after pressure from Google and Anthropic. Amazon, Nvidia, SoftBank, and Microsoft participated in the round.
2 April 2026
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Micron Technology Debt Buyback Nears $4.5 Billion as AI Chip Expansion Costs Climb

Micron Technology Debt Buyback Nears $4.5 Billion as AI Chip Expansion Costs Climb

Micron Technology said holders tendered about $4.32 billion of six series of senior notes by the buyback deadline, with another $140 million pending via guaranteed delivery. The company set purchase prices at $1,048 to $1,080 per $1,000 principal and expects payment on April 3. The buyback comes after Micron raised its fiscal 2026 capital spending plan to over $25 billion.
1 April 2026
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Snap stock surges after activist Irenic pushes AI reset, buybacks and Specs overhaul

Snap stock surges after activist Irenic pushes AI reset, buybacks and Specs overhaul

Snap Inc. shares rose 14% to $4.60 Tuesday after Irenic Capital disclosed a 2.5% stake and called for cost cuts, a sharper AI strategy, and a review of the Specs smart-glasses unit. Irenic urged Snap to give Class A shareholders more voting power and said Specs should be spun off or shut. Snap reported Q4 revenue of $1.72 billion and net income of $45 million, but its Q1 outlook missed expectations.
1 April 2026
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NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

Nvidia invested $2 billion in Marvell Technology and expanded a partnership to integrate Marvell’s custom AI chips and networking with Nvidia systems. Nvidia shares rose 5.6%, Marvell jumped 12.8%. Marvell will supply processors compatible with Nvidia’s NVLink Fusion and collaborate on silicon photonics. The agreement follows a period of volatility for Nvidia’s stock and rising competition in AI chips.
31 March 2026
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Marvell Stock Back in Focus After Nvidia’s $2 Billion Bet on AI Networking

Marvell Stock Back in Focus After Nvidia’s $2 Billion Bet on AI Networking

Nvidia invested $2 billion in Marvell Technology and expanded their AI infrastructure partnership, sending Marvell shares higher in premarket trading Tuesday. Marvell projects fiscal 2027 revenue near $11 billion after reporting record 2026 sales and a 21% jump in fourth-quarter data-center revenue. The deal focuses on custom AI chips and high-speed networking. Broadcom is also targeting this market.
31 March 2026
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Oracle Layoffs Hit India After 6 a.m. Emails, Raising Fresh AI Spending Questions

Oracle Layoffs Hit India After 6 a.m. Emails, Raising Fresh AI Spending Questions

Oracle employees in India began receiving layoff emails early Tuesday, with no official headcount disclosed by late in the day, Indian media reported. The company’s latest filing raised estimated fiscal 2026 restructuring costs to $2.1 billion, mostly for severance. Oracle is continuing with $50 billion in planned capital spending for AI data centers.
31 March 2026
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IBM Stock Rises, but AI Bet and Q4 Beat Still Can’t Shake Selloff Fears

IBM Stock Rises, but AI Bet and Q4 Beat Still Can’t Shake Selloff Fears

IBM shares rose 0.4% Monday but remain nearly 27% below their 52-week high after a sharp early-year selloff. The company completed its $11 billion Confluent acquisition on March 17 and will report first-quarter results April 22. IBM stopped disclosing standalone AI revenue, removing a key metric for investors. Bank of America reiterated a Buy rating and $340 target on March 10.
30 March 2026
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Oracle Stock’s AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call

Oracle Stock’s AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call

Oracle shares fell 0.9% to $138.40 Monday, now down nearly 60% from September highs, as investors weighed heavy AI infrastructure spending against negative free cash flow. Oracle reported a 22% revenue jump to $17.2 billion and a 325% surge in future contracted revenue, but free cash flow stood at negative $24.7 billion. The board maintained its 50-cent dividend amid debate over sustainability.
30 March 2026
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AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Vanguard Information Technology ETF fell 1.0%, Roundhill Generative AI & Technology ETF dropped 1.1%, and Global X Artificial Intelligence & Technology ETF lost 0.8% Monday morning as investors shifted focus from megacap tech to chip and hardware suppliers. U.S. equity funds saw $37.24 billion in inflows last week, but tech sector funds lost $1.45 billion.
30 March 2026
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CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike shares rose about 3% premarket Monday after Wolfe Research upgraded the stock to Outperform, citing expected higher security spending tied to Anthropic’s upcoming AI model. Wolfe set a $450 price target and said the new AI could trigger a “machine speed cyberwar.” CrowdStrike reported $5.25 billion in annual recurring revenue earlier this month. Friday’s AI-driven selloff hit other cybersecurity stocks, including Palo Alto Networks and Zscaler.
30 March 2026
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Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia shares are trading at their lowest forward price-to-earnings multiple since 2019, nearly 20% below their October peak, despite strong demand and a forecast for 70% earnings growth this year. The stock now trades at about 19.6 times expected earnings, below the S&P 500 average. Amazon Web Services has agreed to buy 1 million Nvidia GPUs by 2027. Some analysts expect Nvidia’s market share to erode as rivals and custom chips gain ground.
30 March 2026
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Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp shares closed at $243.48 Friday, little changed after a volatile session. Senior vice president Steve Rummel told a Pittsburgh summit the company’s multibillion-dollar deal with Nvidia will support the wider industry, not just one customer. Coherent joined the S&P 500 on March 23 and reported fiscal Q2 revenue of $1.69 billion, up 17% year over year.
29 March 2026
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Duolingo Stock Drops Again as AI Growth Pivot Keeps DUOL Under Pressure

Duolingo Stock Drops Again as AI Growth Pivot Keeps DUOL Under Pressure

Duolingo shares dropped 2.8% to $95.35 Friday after the company forecast slower bookings growth and lower profit margins for 2026. Management is shifting focus to user growth, moving AI features to cheaper tiers and cutting ads, which could cost over $50 million in bookings this year. BofA Securities downgraded the stock, citing concerns over marketing. CFO Gillian Munson received 133,753 restricted stock units this week.
28 March 2026
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Nokia Stock Price Falls 5% After Santander Downgrade Puts AI Rally to the Test

Nokia Stock Price Falls 5% After Santander Downgrade Puts AI Rally to the Test

Nokia shares dropped 5.1% to 6.87 euros in Helsinki on Friday after Santander downgraded the stock to Underperform and set a 6.85-euro target. The decline followed mixed analyst views and profit-taking after last year’s Nvidia stake and AI-driven rally. Investors await evidence of AI network gains in earnings, with Nokia’s next results due in April. The STOXX 600 index also fell 0.9% amid broader market jitters.
27 March 2026
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Microsoft Stock Heads for Worst Stretch Since 2009 as OpenAI, Copilot Worries Deepen

Microsoft Stock Heads for Worst Stretch Since 2009 as OpenAI, Copilot Worries Deepen

Microsoft shares fell 2.1% to $358.38 Friday, down 34% from their October 2025 peak, marking the worst six-month stretch since 2009. Investors are questioning the payoff from Microsoft’s heavy AI spending and deep ties to OpenAI. UBS cut its target price to $510, citing weak Copilot adoption, while Bank of America reinstated a Buy rating. Microsoft posted $81.3 billion in quarterly revenue, but capital expenditures hit $37.5 billion.
27 March 2026
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CrowdStrike Stock Back in Focus as Cybersecurity Spending Holds Up, AI Debate Shifts

CrowdStrike Stock Back in Focus as Cybersecurity Spending Holds Up, AI Debate Shifts

CrowdStrike shares closed Thursday up 1.75% at $392.62, still 31% below their 52-week high. The company launched Charlotte AI AgentWorks with partners including AWS and Anthropic at the RSA Conference on March 25. Fiscal 2026 revenue rose 22% to $4.81 billion, with annual recurring revenue at $5.25 billion. IBM expanded its partnership, integrating CrowdStrike’s AI into its threat-operations system.
27 March 2026
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Alphabet Stock Nears Bear Market as Google’s $185 Billion AI Spend Faces Wall Street Test

Alphabet Stock Nears Bear Market as Google’s $185 Billion AI Spend Faces Wall Street Test

Alphabet shares fell 3.1% to $280.53 Thursday, extending a 15% slide from February highs, as investors questioned the company’s plan to nearly double capital spending to up to $185 billion in 2026. The drop followed strong revenue growth but came amid broader tech declines, legal setbacks, and concerns that massive AI investments could strain near-term cash flow.
26 March 2026
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NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

NVIDIA Stock Price Today: NVDA Holds Near $179 as AI Expansion Meets New Competition

Nvidia shares traded near $179 early Thursday, holding a $4.53 trillion market value after a 2% gain. The company reported $68.1 billion in fourth-quarter revenue, up 73% year-over-year. Arm’s new data-center CPU announcement sent its shares up 20% Wednesday, highlighting rising competition in AI chips. Nvidia last week detailed a plan to sell 1 million chips to Amazon Web Services by 2027.
26 March 2026
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Stock Market Today

  • US Inflation Surges to 3.3% in March on War-Driven Gas Price Spike
    April 11, 2026, 6:17 PM EDT. US inflation hit 3.3% in March, the fastest annual pace in almost two years, driven largely by a 21.2% monthly surge in gasoline prices amid the Iran war. Gasoline accounted for nearly 75% of the 0.9% overall monthly price increase, triple February's rise. Core inflation, excluding food and energy, edged up 0.2% from February. Wage gains slowed sharply, with inflation-adjusted hourly earnings growing just 0.3% annually versus 1.3% prior. Economists warn inflation will worsen before improving, as the conflict's broader price impacts on transit and groceries remain muted but likely to grow. The recent ceasefire alleviated some risks but uncertainty persists. Inflation pressures were mounting pre-war due to tariffs and strong consumer demand, suggesting continued inflation acceleration ahead.

Latest article

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

11 April 2026
Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.
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

11 April 2026
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.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 11.04.2026

11 April 2026
LIVEMarkets rolling coverageStarted: April 11, 2026, 12:00 AM EDTUpdated: April 11, 2026, 6:21 PM EDT US Inflation Surges to 3.3% in March on War-Driven Gas Price Spike April 11, 2026, 6:17 PM EDT. US inflation hit 3.3% in March, the fastest annual pace in almost two years, driven largely by a 21.2% monthly surge in gasoline prices amid the Iran war. Gasoline accounted for nearly 75% of the 0.9% overall monthly price increase, triple February's rise. Core inflation, excluding food and energy, edged up 0.2% from February. Wage gains slowed sharply, with inflation-adjusted hourly earnings growing just 0.3% annually versus
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