Today: 4 June 2026
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Artificial Intelligence 21 April 2026 - 23 April 2026

Salesforce Expands Google Cloud AI Partnership as CRM Stock Slides in Software Selloff

Salesforce Expands Google Cloud AI Partnership as CRM Stock Slides in Software Selloff

Salesforce and Google Cloud expanded their AI partnership, adding integrations across Slack, Google Workspace, and Gemini Enterprise, with some features rolling out into late 2026. Salesforce shares fell about 9% Thursday amid renewed investor concerns over AI’s impact on software firms. Agentforce Sales entered open beta in Gemini Enterprise, while Gemini Enterprise in Slack remains in private preview. Over 1,400 customers are already using Gemini inside Agentforce.
23 April 2026
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IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

IBM shares fell 9.6% to $227.72 after first-quarter results showed slowing software and consulting growth, despite beating earnings estimates. The selloff spread to ServiceNow, Microsoft, and Adobe, while chip stocks rose. IBM reported $15.92 billion in revenue, up 9%, and raised its quarterly dividend to $1.69. Investors reacted to concerns over AI’s impact on older software businesses.
23 April 2026
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Arm, Caterpillar Stocks Jump as AI Trade Spreads Beyond Nvidia

Arm, Caterpillar Stocks Jump as AI Trade Spreads Beyond Nvidia

Arm Holdings jumped 5.4% and Caterpillar gained 4.2% Thursday as investors shifted focus to companies linked to data-center growth. Arm led gains among stocks highlighted by Zacks, with Apple flat and Nvidia and Meta down. Caterpillar cited rising demand for power systems from data-center clients. Arm’s new AGI CPU, developed with Meta, targets “agentic AI” and could generate $15 billion in annual revenue within five years.
23 April 2026
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IREN Stock Jumps as AI Cloud Bet Meets $6 Billion Dilution Test

IREN Stock Jumps as AI Cloud Bet Meets $6 Billion Dilution Test

IREN shares jumped 7.3% to $51.94 in New York Thursday amid debate over its shift from bitcoin mining to AI cloud services. The company plans to deploy 150,000 Nvidia GPUs by late 2026 and reported $2.8 billion in cash as of January. AI cloud revenue remains small compared to bitcoin mining, with $17.3 million last quarter. IREN can sell up to $6 billion in stock under a new SEC filing.
23 April 2026
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IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

IBM shares dropped 9.5% Thursday despite first-quarter earnings beating estimates, as investors worried AI tools could threaten its software and consulting business. ServiceNow fell 17.5% and the iShares Expanded Tech-Software ETF lost 5.6%. IBM reported $15.9 billion in revenue, up 9%, but growth slowed from the prior quarter and guidance was unchanged.
23 April 2026
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IBM Stock Sinks After Earnings Beat as AI Fears, Flat Outlook Rattle Investors

IBM Stock Sinks After Earnings Beat as AI Fears, Flat Outlook Rattle Investors

IBM shares dropped 9.9% to $226.84 Thursday after the company beat first-quarter revenue and profit estimates but kept its 2026 outlook unchanged. Software growth slowed, and investors showed concern over AI’s impact on future software and consulting demand. The broader software sector has lagged in 2026, while semiconductor stocks have surged. IBM raised its quarterly dividend to $1.69 per share.
23 April 2026
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Google Stock Gets Fresh AI Catalyst as Alphabet Unveils Agents, Chips Before Earnings

Google Stock Gets Fresh AI Catalyst as Alphabet Unveils Agents, Chips Before Earnings

Alphabet Class A shares traded near $340 Thursday morning, valuing the company at about $4.1 trillion after Google unveiled new enterprise AI software and custom chips at its Cloud Next event. The announcements come days before Alphabet reports first-quarter earnings on April 29, with investors watching for signs that heavy AI and cloud spending will drive revenue growth.
23 April 2026
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Oracle stock slips despite Google Cloud AI push as Wall Street refocuses on spending risks

Oracle stock slips despite Google Cloud AI push as Wall Street refocuses on spending risks

Oracle shares fell as much as 3.8% in premarket trading Thursday, touching $180.40 after closing at $187.50 Wednesday. The drop followed Oracle’s expanded Google Cloud AI database rollout and came amid a broader software stock selloff. Morgan Stanley cut its price target to $207, citing uncertainty over GPU-as-a-service, financing, and margins.
23 April 2026
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Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

Nvidia shares rose 1.3% to $202.50 premarket after Google launched new TPU 8 AI chips and announced it will offer Nvidia’s Vera Rubin NVL72 server platform. Alphabet kept its 2026 spending plan at $175 billion to $185 billion. SK Hynix reported AI memory demand outstripping supply. Broadcom signed a deal to supply Google’s custom AI chips through 2031.
23 April 2026
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Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft shares fell about 2% in premarket trading Thursday after announcing a A$25 billion ($17.9 billion) AI investment in Australia, its largest ever in the country. The drop followed sector-wide declines sparked by IBM and ServiceNow growth concerns. Microsoft’s plan includes Azure AI infrastructure, cybersecurity, and training three million Australians by 2028. Investors await April 29 earnings for signs AI spending is boosting cloud growth.
23 April 2026
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Super Micro (SMCI) Faces Fresh Lawsuit Deadline as DOJ Overhang Clouds AI Growth

Super Micro (SMCI) Faces Fresh Lawsuit Deadline as DOJ Overhang Clouds AI Growth

Super Micro Computer faces a May 26 deadline for shareholders seeking lead plaintiff status in a securities lawsuit alleging undisclosed China sales and export-control lapses. The company’s stock rose 2.7% Thursday but remains volatile after March criminal charges against former employees triggered a 33% drop. Super Micro is cooperating with investigators and says independent directors are overseeing a board probe.
23 April 2026
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ServiceNow Stock Sinks As Iran War Hits Deals And CEO Calls AI Threat ‘Parlor Tricks’

ServiceNow Stock Sinks As Iran War Hits Deals And CEO Calls AI Threat ‘Parlor Tricks’

ServiceNow shares dropped 14% in after-hours trading Wednesday after the company said Middle East conflict delayed several large deals, despite raising its annual subscription revenue forecast. First-quarter subscription revenue rose 22% to $3.67 billion. Short interest in the stock stood at 2.9%, with shares down about 35% this year before earnings. CEO Bill McDermott highlighted growing demand for AI products, raising the 2026 AI sales target to at least $1.5 billion.
22 April 2026
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ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML CEO Christophe Fouquet told investors the company will not be a bottleneck for chipmakers in 2026 after boosting capacity and productivity. ASML last week raised its 2026 sales forecast to 36–40 billion euros following first-quarter sales of 8.8 billion euros and net income of 2.8 billion euros. Risks remain from U.S. export controls on China and the pace of next-generation EUV tool adoption.
22 April 2026
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IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM will report first-quarter results Wednesday after markets close, with analysts expecting adjusted earnings of $1.81 per share on $15.6 billion in revenue. Investors are watching for signs that software growth, boosted by the $11 billion Confluent acquisition in March, can support a higher 2026 outlook. Red Hat’s performance and updated guidance are in focus. Several analysts cut price targets ahead of the report but kept positive ratings.
22 April 2026
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Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet

Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet

Broadcom shares jumped over 4% Wednesday, trading near a record $420, after Google unveiled new TPU 8t and TPU 8i AI chips. Broadcom recently disclosed a long-term deal to supply Google with custom TPUs and networking components through 2031. The company reported $19.31 billion in fiscal Q1 revenue, with AI revenue up 106% to $8.4 billion. Investors remain divided over valuation and margin pressures.
22 April 2026
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SoundHound AI Stock Rebounds After $43 Million LivePerson Deal as Investors Reassess the Selloff

SoundHound AI Stock Rebounds After $43 Million LivePerson Deal as Investors Reassess the Selloff

SoundHound AI shares rose 3.8% in premarket trading after announcing a $43 million all-stock deal to acquire LivePerson. The merger would unite 25 Fortune 100 customers and a network handling 1 billion messages monthly. SoundHound expects the combined company to be debt-free at closing and forecasts 2027 revenue of at least $350 million. The deal requires LivePerson shareholder and regulatory approvals.
22 April 2026
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GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova raised its 2026 revenue forecast to $44.5–$45.5 billion after first-quarter orders surged to $18.3 billion, driven by data center demand. Revenue climbed 16% to $9.34 billion, while net income hit $4.75 billion, boosted by $4.5 billion in M&A gains. The electrification unit booked $2.4 billion in data center orders, surpassing last year’s total. Wind unit revenue dropped 23%, posting a $382 million EBITDA loss.
22 April 2026
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Nokia Q1 Earnings Preview: AI Push Meets North America Test

Nokia Q1 Earnings Preview: AI Push Meets North America Test

Nokia will report first-quarter results Thursday, with analysts expecting €253 million in adjusted operating profit on €4.56 billion in sales. The company will debut a new reporting structure with expanded segment detail. Consensus sees adjusted EPS at €0.04, up from €0.03 a year ago. Recent deals with TIM Brasil, Deutsche Telekom, and Orange highlight Nokia’s push into AI-driven network infrastructure.
21 April 2026
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NVIDIA Corporation Shares Slip as Google’s AI Chip Push Tests Inference Lead

NVIDIA Corporation Shares Slip as Google’s AI Chip Push Tests Inference Lead

Nvidia shares dropped $1.98 to $200.08 Tuesday after reports that Google is in talks with Marvell Technology on new AI chips. The move comes ahead of Google Cloud Next and highlights ongoing efforts by major cloud providers to reduce reliance on Nvidia processors. Nvidia’s market value stood at about $4.53 trillion after the decline. Google and Marvell did not comment on the reported discussions.
21 April 2026
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Stock Market Today

  • Persimmon: Worst FTSE 100 Share in 5 Years Faces Uncertain Recovery
    June 4, 2026, 10:19 AM EDT. Persimmon (LSE: PSN), the UK housebuilder, has been the worst-performing FTSE 100 stock over five years, losing 66% of its market value amid rising mortgage rates and a challenging housing market. Shares peaked above £33 in early 2020 but are down nearly 20% over the past year. Dividend cuts from 225p to 60p reflect stress from economic conditions and Bank of England base rate hikes to 5.25%. Trading at 1,075.5p with a 12.2 price-to-earnings ratio and 5.6% dividend yield, Persimmon's valuation suggests a bargain for value investors. With improving sales and revenues, the company risks dropping from the FTSE 100 to FTSE 250 but may be at an inflection point. Investors must weigh risks of the housing market against the potential for recovery.

Latest articles

Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Ciena shares fall after strong results, AI trade takes a hit

4 June 2026
Ciena shares plunged 9.5% premarket to $561.51 despite beating Q2 revenue and profit estimates and raising full-year guidance, as investors—already pricing in an AI-driven boom—found the outlook insufficient; two customers made up 34% of revenue, highlighting risk from concentrated orders and volatile AI-linked demand.
Splash Beverage Stock Climbs — NYSE Details for Traders

Splash Beverage Stock Climbs — NYSE Details 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 as investors react to survival efforts amid expired Medterra CBD talks, a sharp revenue drop to $4,224, a $2.14 million loss, and just $381,195 in cash, leaving the company dependent on new deals and financing to avoid delisting.
Intel Shares Drop Even as Tech Climbs—AI Trade Not Enough

Intel Shares Dip Premarket Despite Foxconn AI Deal

4 June 2026
Intel shares slid 3.71% to $108.53 premarket as a new AI partnership with Foxconn failed to offset a chip-sector selloff sparked by Broadcom’s disappointing results; investors face uncertainty as Intel and Foxconn gave no financial details, customer names, or launch timeline for their AI collaboration, raising questions about how soon the deal could boost revenue.
Archer Aviation stock moves up as investors watch for 2026 air-taxi test

Archer Aviation Drops Pre-Market With Cash Burn In Focus

4 June 2026
Archer Aviation shares slid 3.3% pre-market to $6.53 as investors weighed heavy quarterly losses and rising cash needs for certification, testing, and manufacturing, despite progress on FAA milestones; the company warned it may need more capital on poor terms if costs rise or development delays, leaving the stock exposed to regulatory and financial risks.
Nvidia Faces New AI Test After Broadcom Drop Hits Chip Stocks

Nvidia Faces New AI Test After Broadcom Drop Hits Chip Stocks

4 June 2026
Nvidia shares slipped to $214.75 premarket as a Broadcom-led chip selloff rattled AI stocks, after Broadcom’s disappointing AI chip results and flat 2027 revenue target triggered a $315 billion market value drop; investors are questioning whether Nvidia’s rapid growth and dominance can keep matching sky-high expectations despite record Q1 revenue and expanded buybacks.
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