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Artificial Intelligence 23 April 2026 - 24 April 2026

Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door

Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door

Tempus AI Inc. announced a collaboration with the Keck School of Medicine of USC to integrate its molecular testing and trial-matching tools into USC’s health system, covering over 1.5 million patient visits annually. Financial terms were not disclosed. Tempus shares traded at $51.70 midday Friday, valuing the company at about $9 billion. The partnership will initially focus on precision oncology across USC hospitals and clinics.
24 April 2026
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IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Limited will report fiscal third-quarter results on May 7 after its shares rose 7.5% to $52.02, bucking a broader market decline. The company, once focused on bitcoin mining, now faces scrutiny over its AI data center expansion and large contracts, including a $9.7 billion deal with Microsoft. IREN’s AI Cloud Services revenue more than doubled last quarter but remains far below mining revenue.
24 April 2026
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Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Swiss National Bank Chairman Martin Schlegel defended the bank’s $1.1 billion stake in Palantir after Minneapolis activists urged a sale over the company’s work with U.S. immigration authorities. The SNB held 6.24 million Palantir shares at the end of 2025. Palantir shares fell 7.24% Thursday after a previous gain. Shareholders will vote June 3 on proposals for more human rights oversight.
24 April 2026
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AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD shares jumped over 7% in U.S. premarket trading Friday, boosted by strong AI-driven demand for server CPUs following Intel’s earnings report. Premarket prices suggested AMD’s market value could surpass $500 billion, up from $497.79 billion at Thursday’s close. Intel’s Data Center and AI revenue rose 22% to $5.1 billion last quarter. AMD is set to report its own quarterly results on May 5.
24 April 2026
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Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel forecast second-quarter revenue of $13.8 billion to $14.8 billion, topping analyst estimates after first-quarter sales rose 7% to $13.6 billion. Shares jumped 28% in premarket trading. Tesla plans to use Intel’s 14A process for its Terafab AI chip project, marking Intel Foundry’s first major outside customer. The data center and AI unit reported $5.1 billion in revenue, up 22% from a year ago.
24 April 2026
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Nvidia’s Nuclear AI Deal Puts Oklo Stock Back in Focus

Nvidia’s Nuclear AI Deal Puts Oklo Stock Back in Focus

Oklo said it will work with Nvidia and Los Alamos National Laboratory on AI-based nuclear fuel validation and infrastructure at Los Alamos. Oklo shares rose 5.5% to $76.46 after the announcement, while Nvidia fell 1.4%. The agreement comes as data centers drive a rise in U.S. electricity demand, according to the Energy Information Administration. Financial terms were not disclosed.
24 April 2026
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Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 data center in Louisiana, sending shares up 12% to $36.35. The deal lifts total contracted lease revenue above $23 billion and adds a third hyperscale tenant. Initial operations at Delta Forge 1 are expected in mid-2027. The company also plans up to $600 million in new financing for expansion.
23 April 2026
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Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

Nokia shares surged to a 16-year high in Helsinki after first-quarter operating profit jumped 54% to €281 million, beating forecasts. AI and cloud customer sales rose 49%, with €1 billion in new orders. The company raised its 2026 growth outlook for Network Infrastructure but kept its full-year profit target steady. Nokia’s board approved a €0.04 per share dividend, payable May 7.
23 April 2026
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Figma Inc Sets May 14 Earnings Date as AI Competition, Board Changes Raise Stakes

Figma Inc Sets May 14 Earnings Date as AI Competition, Board Changes Raise Stakes

Figma will report first-quarter results on May 14 after U.S. markets close, amid rising competition from AI-driven rivals like Anthropic and Adobe. Director Mamoon Hamid will not seek re-election, and Anthropic’s Mike Krieger resigned from the board April 14. Figma projected 2026 revenue above analyst estimates in February, but warned in filings that AI tools could pressure growth and margins. CEO Dylan Field controls 72.3% of voting power.
23 April 2026
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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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Stock Market Today

  • Investors Assess Odakyu Electric Railway's May 2026 Passenger and Fare Data
    June 25, 2026, 3:28 PM EDT. Odakyu Electric Railway (TSE:9007) reported carrying 63.8 million passengers in May 2026, generating JPY 10.455 billion in revenue from commuter and non-commuter fares. These results align with recent trends, offering no immediate shift in the firm's investment story. Investors continue to monitor share repurchase execution, fiscal 2027 guidance, and management changes. Despite resilient rail operations and shareholder support through dividends and buybacks, concerns persist over weaker cash flow coverage, modest profit growth prospects, and elevated earnings multiples. The stock is trading near its fair value estimate of JPY 1,833, with upside potential around 11% per some models, though risk factors remain significant. Odakyu's stock moves are influenced by fundamental data amid questions about sustainable earnings growth and market valuation.

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