Today: 4 June 2026
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Artificial Intelligence 25 April 2026 - 27 April 2026

SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI shares fell 1.4% to $8.08 in early Nasdaq trading Monday after announcing an all-stock deal to buy LivePerson for about $43 million in equity value. The acquisition, expected to close in the second half of 2026, would combine SoundHound’s voice AI with LivePerson’s messaging platform, pending regulatory approval.
27 April 2026
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Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta shares rose to $675.03 ahead of first-quarter earnings due April 29, valuing the company at $1.74 trillion. Meta has guided for Q1 revenue of $53.5–$56.5 billion and 2026 capital expenditures of up to $135 billion. Analysts project share prices could top $1,000 in coming years, but warn of regulatory and spending risks. Meta recently announced expanded use of Amazon Web Services for AI infrastructure.
27 April 2026
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China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China’s National Development and Reform Commission ordered Meta to unwind its $2 billion acquisition of AI startup Manus, citing foreign investment security rules. Meta had completed the deal in December, with Manus staff and assets already moved to Singapore. The order comes days before a planned Trump-Xi meeting in Beijing. Meta said it complied with all laws and expects a resolution.
27 April 2026
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Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

A $16 billion Michigan data-center financing tied to Oracle and OpenAI closed Friday, as Wedbush’s Dan Ives issued a buy call on Oracle despite investor concerns over AI spending. Oracle shares traded at $173.28 premarket Monday, down 1.7%. Fiscal Q3 revenue rose 22% to $17.2 billion; cloud infrastructure revenue climbed 84%. Oracle projects $67 billion in fiscal 2026 revenue and $50 billion in capital expenditures.
27 April 2026
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POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

POET Technologies shares rose to $16.40 in premarket trading Monday after more than doubling last week, following management’s confirmation of orders from Marvell Technology. The company reported a $5 million production order for its Infinity optical engines and expects some deliveries next quarter. POET posted a $42.7 million net loss for the fourth quarter. Marvell acquired Celestial AI, a POET customer, in February.
27 April 2026
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Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom entered Monday with a $2.05 trillion valuation, driven by demand for custom AI chips and a key supply deal with Google for future Tensor Processing Units. Shares traded at $422.76 before the U.S. open. Fiscal first-quarter revenue rose 29% to $19.31 billion, with AI semiconductor revenue up 106% to $8.4 billion. Broadcom is now a top holding in several Vanguard ETFs following recent fund splits.
27 April 2026
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Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone and Related Digital secured financing for a $16 billion Oracle AI data center campus in Saline Township, Michigan. The package includes equity from Related Digital and Blackstone, plus long-term debt anchored by PIMCO-managed funds. The project faces local and regulatory pushback over electricity, water use, and transparency. The campus will feature three data center buildings with over one gigawatt of capacity.
26 April 2026
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Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

BlackRock disclosed an 8.2% passive stake in Bloom Energy, holding 22.9 million Class A shares, according to an amended SEC filing signed April 24. The disclosure comes ahead of Bloom’s first-quarter results on April 28, with focus on its 2.8-gigawatt fuel-cell deal with Oracle. Bloom shares closed Friday at $231.17, down 2.7%. Analyst targets shifted after the Oracle agreement, with Jefferies, Citi, and UBS raising estimates.
26 April 2026
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Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America acted as structuring agent and financial advisor on a $16 billion financing for an Oracle-linked data center in Saline Township, Michigan. The bank sold $14 billion in bonds for the project, with Blackstone contributing $2 billion in equity. PIMCO bought about $10 billion of the bonds. Local opposition over power use and environmental impact continues.
26 April 2026
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AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT underwriters bought 1.28 million additional shares at $64.25 each, raising $82.5 million and bringing total gross proceeds to about $632.5 million. The funds will expand indium phosphide wafer capacity at Beijing Tongmei, its China-based subsidiary. AXT expects first-quarter revenue of $26–28 million and a net loss of up to $2.6 million. Shares closed at $76.16 on April 24.
26 April 2026
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Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic shares fell 6.9% to $12.665 after expanding its stock-sale program to $51.4 million. The company reported 2025 net sales of $236,855 and a net loss of $20.3 million, with no significant commercial revenue expected before 2027. Lightwave has sold 8.08 million shares for $35 million under the program. Recent partnerships include GlobalFoundries and Tower Semiconductor for silicon photonics development.
26 April 2026
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Duolingo Stock’s Next Big Test Is One Week Away as AI Bet Draws Fresh Scrutiny

Duolingo Stock’s Next Big Test Is One Week Away as AI Bet Draws Fresh Scrutiny

Faruqi & Faruqi said Sunday it is investigating potential claims against Duolingo Inc. after the company’s stock fell sharply following its pivot to user growth and AI investment. Duolingo’s shares closed Friday at $103.45, far below their 52-week high of $544.93. The company will report first-quarter results on May 4. Goldman Sachs recently cut its price target on Duolingo to $100.
26 April 2026
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Nokia Oyj Stock Faces a Fresh Test After AI Orders Light Up Earnings

Nokia Oyj Stock Faces a Fresh Test After AI Orders Light Up Earnings

Nokia shares will trade ex-dividend on April 27 after first-quarter operating profit jumped 54% to 281 million euros, beating analyst forecasts. AI and cloud customers accounted for 8% of sales, with orders from that segment rising 49% to 1 billion euros. U.S.-listed ADRs closed at $10.46 on Friday, up 1.2%. Nokia maintained its full-year profit target.
26 April 2026
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Vertiv Stock Has Wall Street Raising Targets Again. The AI Data Center Trade Is Getting Harder to Ignore

Vertiv Stock Has Wall Street Raising Targets Again. The AI Data Center Trade Is Getting Harder to Ignore

Vertiv shares closed up 0.5% at $323.46 Friday after JPMorgan raised its price target to $350, citing strong demand for AI data centers. First-quarter net sales rose 30% to $2.65 billion, and the company lifted its 2026 outlook. Some investors remained cautious after a mixed second-quarter forecast. The stock traded as high as $331.64 during the session.
26 April 2026
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ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML shares rose 2.3% in Amsterdam late Friday as the company reported Q1 net sales of €8.8 billion and raised its 2026 sales outlook to up to €40 billion. TSMC, ASML’s top customer, said it would delay adopting ASML’s new High-NA EUV machines, priced at over €350 million each, preferring to extend use of existing tools. ASML aims to deliver at least 60 standard EUV machines in 2026.
26 April 2026
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Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit Stock Rebounds After AI Selloff as TurboTax Owner Nears Earnings Test

Intuit shares rose 3.3% to $395.95 on Friday, recovering part of Thursday’s AI-driven losses. The company’s fiscal third-quarter results, covering the peak U.S. tax season, are due after April 30. Investors are watching TurboTax and QuickBooks growth as AI competition pressures software valuations. Intuit forecasts about 10% revenue growth and non-GAAP EPS of $12.45 to $12.51 for the quarter.
25 April 2026
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Stock Market Today

  • 3M Company Stock Trails Nasdaq Amid Mixed Analyst Outlook
    June 4, 2026, 9:04 AM EDT. 3M Company has underperformed the Nasdaq over the last year, lagging behind the broader market gains. Despite this, analysts remain cautiously optimistic about 3M's future potential. The stock's recent performance raises questions about its recovery trajectory amid sector challenges. Market watchers are closely monitoring key indicators as 3M strives to regain investor confidence.

Latest articles

Splash Beverage Stock Moves Higher — NYSE Fine Print For Traders

Splash Beverage Stock Moves Higher — NYSE Fine Print For Traders

4 June 2026
Splash Beverage soared 71% to $0.2420 after filing a plan to regain NYSE American compliance, with shares quoted at $0.3650 premarket; the rally comes as the company faces low cash, a lapsed Medterra CBD deal, and urgent needs for new financing and strategic partnerships to avoid delisting.
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.
Ford Slides 4.6% After Rally; Energy Storage Remains in Focus for Wall Street

Ford Faces Setback After Battery-Driven Stock Surge

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.
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