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Artificial Intelligence 30 April 2026 - 2 May 2026

Nebius Stock Jumps After $643 Million Eigen AI Deal Targets AI Cloud’s Next Bottleneck

Nebius Stock Jumps After $643 Million Eigen AI Deal Targets AI Cloud’s Next Bottleneck

Nebius Group N.V. is set to buy Eigen AI, sealing a cash-and-stock deal worth roughly $643 million. With this move, the Amsterdam company aims to bolster its role in the software powering artificial intelligence models post-training. Nebius said the acquisition strengthens its managed inference segment—the slice of AI cloud computing that handles real-time user queries.
2 May 2026
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Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Tech stocks in the U.S. are once again grabbing attention, with both the S&P 500 and Nasdaq finishing Friday at fresh highs. Now, the focus is shifting — not just ChatGPT, not just Nvidia. This time, the conversation is circling around three connected themes: AI infrastructure, robot intelligence, and tokenized securities.
2 May 2026
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Zoom Communications Stock Jumps as May 21 Earnings Test Puts AI Plan on Clock

Zoom Communications Stock Jumps as May 21 Earnings Test Puts AI Plan on Clock

Zoom Communications shares jumped Friday, drawing renewed attention to the workplace software company ahead of two key dates: its first-quarter report lands May 21, with a shareholder meeting set for June 11. The rally sets up a fresh test for Zoom’s efforts to expand past video calls into areas like artificial intelligence, phone, and customer-service software—and whether those bets are starting to feed into revenue.
1 May 2026
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Blackstone Inc. Creates N1 AI Unit Around OpenAI, Anthropic Bets as Credit Fund Faces Pressure

Blackstone Inc. Creates N1 AI Unit Around OpenAI, Anthropic Bets as Credit Fund Faces Pressure

Blackstone Inc. is launching Blackstone N1, a new San Francisco-based division aimed at consolidating its artificial-intelligence and high-growth tech investments—a sharper AI push for the New York asset manager as money continues pouring into data centers, power, and software platforms. The group will draw from Blackstone’s growth, hybrid, and perpetual private equity strategies, folding in stakes linked to OpenAI and Anthropic, per an internal memo cited by WSJ Pro Private Equity.
1 May 2026
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Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

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

Ciena Corporation’s AI-networking surge just got a more cautious look from Wall Street: Rothschild & Co Redburn initiated the stock at Neutral with a $416 price target on Friday, noting that some of the optical-networking gains are likely already factored into the share price. Analyst Mike Harrison pointed out that as generative AI spending becomes actual network construction, copper links should “increasingly give way” to optical fiber.
1 May 2026
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Nokia Stock Is Back: Jim Cramer’s “Winner” Call Lands As AI Sales Surge 49%

Nokia Stock Is Back: Jim Cramer’s “Winner” Call Lands As AI Sales Surge 49%

Nokia shares moved up on Friday in U.S. markets, catching a boost after Jim Cramer tagged the stock a “winner.” Investors also took notice of fresh momentum in the Finnish tech group’s AI data-center business. American depositary receipts—those are Nokia’s U.S.-traded shares—last changed hands at $13.62 in New York, a gain of $0.71 from Thursday’s finish.
1 May 2026
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NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

The Pentagon has approved Nvidia, along with six other AI firms, to roll out sophisticated artificial intelligence tools across classified U.S. military systems—another strategic gain for the chipmaker as federal agencies shift from pilot projects to real-world deployment. Google, Microsoft, and Amazon Web Services are also on the list.
1 May 2026
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