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Artificial Intelligence 27 April 2026 - 28 April 2026

TSM Stock Drops on AI Worries — Why This Week Is the Bigger Test

TSM Stock Drops on AI Worries — Why This Week Is the Bigger Test

TSM’s U.S.-listed depositary receipts fell 2.9% to $393.07 in afternoon trading Tuesday as chip stocks dropped on concerns over AI spending. The iShares Semiconductor ETF lost 3.1%, with ASML and Nvidia also trading lower. TSMC reported first-quarter revenue of $35.90 billion, up 40.6% from a year earlier. Big Tech earnings reports later this week are expected to impact sentiment.
28 April 2026
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Intel Stock Pulls Back From 26-Year High as AI Spending Worries Hit Chips

Intel Stock Pulls Back From 26-Year High as AI Spending Worries Hit Chips

Intel shares fell 1% to $84.12 Tuesday after earlier dropping to $80.39, pausing a rally fueled by AI-related demand for its CPUs. The stock move followed reports that OpenAI missed user and revenue targets, sending the Philadelphia SE Semiconductor Index down 3.2%. Intel reported first-quarter revenue up 7% to $13.6 billion and forecast second-quarter revenue as high as $14.8 billion.
28 April 2026
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Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Chip Stocks Drop as OpenAI Report Tests Nvidia, AMD and Broadcom AI Rally

Nvidia, AMD, and Broadcom shares fell Tuesday after a Wall Street Journal report said OpenAI missed internal user and revenue targets, raising concerns about future AI spending. Nvidia dropped 0.9%, AMD lost 2.5%, and Broadcom slid 4.1% by mid-afternoon. OpenAI disputed claims of internal disagreement over spending. The selloff came ahead of major tech earnings reports.
28 April 2026
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BigBear.ai Stock Jumps Before Q1 Earnings as BBAI Faces Its First Big 2026 Test

BigBear.ai Stock Jumps Before Q1 Earnings as BBAI Faces Its First Big 2026 Test

BigBear.ai shares rose about 8% Tuesday to $4.03, with trading volume near 50.5 million ahead of first-quarter results due May 5. The company ended 2025 with $462 million in cash and investments after a 19.3% revenue drop and a $293.9 million net loss. Investors are watching the impact of its $250 million Ask Sage acquisition. Shareholders this month approved doubling authorized common shares to 1 billion.
28 April 2026
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SoftBank Group Stock Plunges Nearly 10% as OpenAI Growth Scare Hits Masayoshi Son’s AI Bet

SoftBank Group Stock Plunges Nearly 10% as OpenAI Growth Scare Hits Masayoshi Son’s AI Bet

SoftBank Group shares fell 9.86% to 5,268 yen in Tokyo on Tuesday after reports that OpenAI missed user and revenue targets. The selloff followed news SoftBank had executed the first $10 billion of a planned $30 billion investment in OpenAI. The company also announced new board, dividend, and shareholder-meeting proposals as its stock came under pressure.
28 April 2026
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GitLab Stock Rises After Anthropic Claude Deal as AI Tool Race Heats Up

GitLab Stock Rises After Anthropic Claude Deal as AI Tool Race Heats Up

GitLab announced deeper integration of Anthropic’s Claude models, including Claude Opus 4.7, into its Duo Agent Platform for enterprise customers, maintaining compliance and audit controls. Shares rose 3.2% to $22.14 Tuesday morning. Customers can access Claude through Google Cloud and AWS Bedrock, and use GitLab credits on the Claude Marketplace. The move targets companies seeking AI coding tools with strict policy oversight.
28 April 2026
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AMD Stock Drops Today as OpenAI Worries Hit the AI Chip Trade Before Earnings

AMD Stock Drops Today as OpenAI Worries Hit the AI Chip Trade Before Earnings

AMD shares fell 4.2% to $320.66 Tuesday after a report said OpenAI missed user and revenue targets, raising concerns about future data-center spending. Northland Capital downgraded AMD less than a week before its earnings report. The selloff spread to other AI chip stocks, including Nvidia and Arm Holdings. OpenAI and AMD have a multi-year GPU supply agreement set to begin later in 2026.
28 April 2026
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Ulta Beauty Stock Keeps Sliding as Investors Test the Beauty Chain’s AI Bet

Ulta Beauty Stock Keeps Sliding as Investors Test the Beauty Chain’s AI Bet

Ulta Beauty shares fell 0.4% to $537.44 Tuesday after a 3.38% drop Monday, leaving the stock 24.52% below its February high. The company reported 2025 net sales up 9.7% to $12.39 billion and forecast 2026 sales growth of 6% to 7%. Ulta is expanding AI shopping tools with Google and launched an AI assistant on its website. Jefferies upgraded the stock to Buy on April 20, raising its price target to $700.
28 April 2026
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Google Stock Today: Alphabet Edges Higher Before Earnings as AI Spending Questions Loom

Google Stock Today: Alphabet Edges Higher Before Earnings as AI Spending Questions Loom

Alphabet shares rose 0.5% to $352.10 Tuesday, near record highs, as investors awaited quarterly results and tracked news of a U.S. Defense Department AI deal and new EU regulatory scrutiny. Analysts expect first-quarter revenue of $106.9 billion, with focus on ad resilience, cloud margins, and heavy AI spending. Alphabet reports earnings Wednesday after market close.
28 April 2026
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Why Nexera Technologies Stock Jumped After KeepZone AI’s Gulf Fuel-Tank Authorization

Why Nexera Technologies Stock Jumped After KeepZone AI’s Gulf Fuel-Tank Authorization

Nexera Technologies’ KeepZone AI unit received approval from a protective infrastructure provider to introduce a fuel-tank protection system to selected Gulf clients. Nexera shares jumped as much as 229% in early U.S. trading, with volume topping 31 million shares. The company did not disclose client names, contract values, or any resulting orders. Nexera posted a 2025 net loss of $4.05 million on $16.83 million revenue.
28 April 2026
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Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Nasdaq 100 futures fell 1.27% before Tuesday’s open after a Wall Street Journal report said OpenAI missed internal targets, sending AI-linked stocks lower. Oracle dropped 7.7% premarket, CoreWeave fell 7.4%, and SoftBank closed down nearly 10% in Tokyo. Brent crude rose above $111 a barrel on Middle East supply risks. S&P 500 futures slipped 0.68%, while Dow futures edged up 0.17%.
28 April 2026
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Oracle Stock Slides as OpenAI Misses Put $300 Billion AI Deal Under Pressure

Oracle Stock Slides as OpenAI Misses Put $300 Billion AI Deal Under Pressure

Oracle shares fell 7.7% to $159.80 in premarket trading Tuesday after reports OpenAI missed recent user and revenue targets. CoreWeave dropped 7.4%, and SoftBank closed down nearly 10% in Tokyo. Oracle has a $300 billion, five-year contract to supply computing power to OpenAI. Lenders remain cautious, with Oracle expected to need over $100 billion in additional cash funding for 2027 and early 2028.
28 April 2026
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US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

Nasdaq 100 futures fell 0.7% and S&P 500 futures dropped 0.3% early Tuesday, pressured by rising oil prices and renewed concerns over AI stocks. Brent crude climbed to $111.20 a barrel after U.S. officials rejected Iran’s proposal on its nuclear program. Oracle fell 4.6% pre-market after reports OpenAI missed internal targets. UPS dropped 3% after reporting a 28% profit decline.
28 April 2026
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Why Celestica Stock Fell After Strong Earnings and a Bigger AI Forecast

Why Celestica Stock Fell After Strong Earnings and a Bigger AI Forecast

Celestica raised its 2026 revenue forecast to $19 billion and adjusted EPS target to $10.15 after reporting Q1 revenue of $4.05 billion, up 53%. Shares fell in after-hours trading despite beating profit expectations, following a 50% gain in April. The company’s CCS unit saw revenue jump 76% to $3.24 billion. Celestica also announced a new 1.6-terabit switch program set to ramp in 2027.
27 April 2026
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Sandisk Stock Hits Record As AI Memory Bets Put Earnings In Crosshairs

Sandisk Stock Hits Record As AI Memory Bets Put Earnings In Crosshairs

Sandisk shares jumped 7.4% to a record $1,063.55 Monday after Melius Research initiated coverage with a Buy rating and $1,350 target. Trading volume reached nearly 9.6 million shares. The company reports fiscal third-quarter results April 30, with options markets pricing in a 16.57% implied move. Sandisk joined the Nasdaq-100 Index on April 20.
27 April 2026
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Nokia Oyj Stock’s AI Run Gets Fresh Wall Street Jolt as Targets Rise

Nokia Oyj Stock’s AI Run Gets Fresh Wall Street Jolt as Targets Rise

Nokia shares closed up 3.69% in Helsinki at 9.276 euros after analyst upgrades and strong first-quarter results, with U.S. shares rising 2.6%. The company reported a 54% jump in comparable operating profit to 281 million euros and a 49% increase in sales to AI and cloud customers. Nokia raised its 2026 Network Infrastructure sales growth target to 12%-14%. The first dividend instalment went ex-dividend Monday at 0.04 euros per share.
27 April 2026
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Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Microsoft will report fiscal Q3 results Wednesday, with focus on Azure growth and AI spending after a $357 billion market value loss last quarter. A new Microsoft-OpenAI deal announced Monday makes Microsoft’s OpenAI license non-exclusive and changes revenue-sharing terms. Analysts expect revenue near $81.4 billion. Microsoft guided for Azure and other cloud services growth of 37% to 38%, down from 39% last quarter.
27 April 2026
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Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet will report first-quarter results after markets close Wednesday, with options pricing suggesting a possible 5% stock move by week’s end. Visible Alpha estimates revenue at $106.97 billion, up 19% from a year ago, and earnings per share at $2.73, down 3 cents. Investors are watching if heavy AI and data-center spending is driving growth in Google Cloud and Search.
27 April 2026
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Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Corp. signed a $7.5 billion, 15-year lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 campus, pushing total contracted lease revenue above $23 billion. The campus is set to begin operations in mid-2027. Shares rose over 12% after the announcement. The company ended its fiscal third quarter with $2.1 billion in cash and $2.7 billion in debt.
27 April 2026
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Stock Market Today

  • Dow Futures Climb While Nasdaq Dips Following Broadcom's AI Chip Forecast Miss
    June 4, 2026, 8:46 AM EDT. US stock futures showed mixed signals Thursday as Dow Jones futures rose 0.5% while Nasdaq 100 futures dropped 1.3%, pressured by Broadcom's shares tumbling over 12% after disappointing AI chip sales forecasts. The market also faced geopolitical uncertainty after the U.S. House voted to end the war with Iran, dampening hopes for a swift resolution. Oil prices slipped following a ceasefire agreement between Israel and Lebanon. Meanwhile, SpaceX announced a record $75 billion IPO plan, aiming to fund expansions in AI computing, launch infrastructure, and satellite capacity. Investors also prepared for key labor market data ahead of Friday's May jobs report and monitored earnings from Ciena, Lululemon, and DocuSign.

Latest articles

AT&T shares slip as SpaceX Starlink threat rattles analysts

AT&T shares slip as SpaceX Starlink threat rattles analysts

4 June 2026
AT&T shares held near $23.55 after a 4.4% drop tied to fears over SpaceX’s $135-a-share Starlink IPO and its potential $1.75 trillion valuation, as Oppenheimer downgraded AT&T citing risk to broadband growth from Starlink’s expanding, lower-priced satellite internet, while AT&T counters with new fiber offerings and bundles ahead of key investor updates.
Why Ford Motor Company Stock Is Sliding After Its AI Data Center Rally

Ford Stock Faces a Reality Check After Its Big Battery Rally

4 June 2026
Ford shares fell 2.7% to $15.71 after May U.S. sales plunged 13.6% and new recalls hit, but premarket gains reflect investor focus on Ford Energy’s five-year, 20 GWh battery storage deal with EDF, as analysts say the energy pivot could drive higher margins and $500–$600 million EBIT if orders materialize.
Alphabet Stock Eyes AI Raise as Google Parent Increases Target to $84.75 Billion

Alphabet Stock Eyes AI Raise as Google Parent Increases Target to $84.75 Billion

4 June 2026
Alphabet shares slipped about 0.7% pre-market as investors reacted to its $84.75 billion equity raise to fund massive AI infrastructure spending, with the common-stock offering set to close today and a $10 billion Berkshire Hathaway investment anchoring the deal; 2026 capital expenditures are forecast at $180–$190 billion, with stock dilution and AI demand key risks.
Bitcoin strategy shift is causing more headaches for crypto

Bitcoin strategy shift is causing more headaches for crypto

4 June 2026
Strategy Inc.’s unexpected bitcoin sale sent Bitcoin tumbling 6.7% to $62,464 and Strategy shares down 7%, rattling investors as the company’s reputation as a steadfast bitcoin holder came into question; the move triggered record ETF outflows and mass liquidations, fueling fears of a negative feedback loop for related funds.
IREN Up Early as 800MW AI Campus in Australia Heats Up Power Race

IREN Stock Moves Early as Market Reacts to Australia AI Data-Center Push

4 June 2026
IREN Ltd. shares dropped 5.8% in extended trading to $61.66 after announcing an 800MW Australian data-center campus, despite a $3.65B GPU financing deal and major contracts with Microsoft and Nvidia; Q3 revenue fell to $144.8M with a $247.8M net loss, as investors weigh growth ambitions against execution, bitcoin prices, and project risks.
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