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Artificial Intelligence 2 May 2026 - 4 May 2026

US Stocks Open: AI Earnings Reset Erases $68 Billion from Four Firms’ Value
Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

The U.S. War Department has tapped Oracle Corp as one of just eight firms set to roll out advanced artificial intelligence tools on classified military networks, marking a new entry for the enterprise software giant into highly sensitive government tech. Oracle appears on the department’s roster with SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services. According to the department, these AI systems will support “lawful operational use” on secure networks.
4 May 2026
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Alibaba Stock Faces a Crucial AI Test as Accio Work Hits 230,000 Businesses

Alibaba Stock Faces a Crucial AI Test as Accio Work Hits 230,000 Businesses

• Alibaba’s international commerce division says over 230,000 businesses around the globe now use its Accio Work AI tool.• Alibaba’s next hurdle arrives May 13, with March-quarter and fiscal 2026 earnings on deck.• Investors want to see if gains from AI and cloud are enough to counter shrinking margins in e-commerce and quick commerce.
4 May 2026
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Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Stock Faces Fresh AI Test as 10-Q Shows Record Revenue, Limited Visibility

Teradyne Inc. revealed a striking jump in its latest quarter, with revenue for the first three months almost doubling as demand swelled for its chip-testing gear—key systems used for data center compute chips. The company’s Form 10-Q, posted Friday, delivers the most up-to-date details for investors tracking whether the AI-driven surge in test equipment sales has more room to run.
3 May 2026
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Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Constellation Energy Stock: AI Power Demand Faces a Crucial May Test After Shareholder Vote

Shareholders at Constellation Energy signed off on all 11 board nominees and approved executive compensation, while overwhelmingly turning down a call for a report detailing the company’s rationale behind its diversity, equity and inclusion efforts, according to a Friday filing. The outcome hands management a solid governance win ahead of next week’s first-quarter earnings update.
3 May 2026
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Fiserv Stock Gets an AI Payments Twist Before Crucial May 5 Earnings Test

Fiserv Stock Gets an AI Payments Twist Before Crucial May 5 Earnings Test

Fiserv is now part of the x402 Foundation, the payments giant said Friday, joining a Linux Foundation project that’s working on an open standard for automated payments online. This brings Fiserv—a key technology supplier for banks and merchants—into a protocol developed by Coinbase, which targets payments made through apps, APIs, and AI agents.
2 May 2026
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Cloudflare’s AI Bet Just Got Bigger Before Earnings. Investors Have One Question

Cloudflare’s AI Bet Just Got Bigger Before Earnings. Investors Have One Question

Cloudflare on Friday rolled out Dynamic Workflows, a developer tool aimed at making its Workers platform more attractive for AI agents and software that require persistent, automated code execution—handling tasks like pausing, retrying, and resuming operations without manual oversight. The timing comes just ahead of its first-quarter earnings report, offering investors a fresh signpost for Cloudflare’s AI ambitions and potential revenue impact.
2 May 2026
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Intel Corporation’s SambaNova AI Bet Clears U.S. Review as INTC Stock Nears $100

Intel Corporation’s SambaNova AI Bet Clears U.S. Review as INTC Stock Nears $100

U.S. antitrust regulators have signed off on Intel Corporation’s investment in SambaNova Systems, eliminating a key regulatory obstacle from an AI-chip deal that’s drawn attention because Intel CEO Lip-Bu Tan also serves as chair at the startup. According to a Federal Trade Commission notice, the agency granted early termination for transaction 20261227, naming Intel as the acquirer and SambaNova as the target.
2 May 2026
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Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test

Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test

Workday Inc. has set May 21 for its fiscal 2027 first-quarter earnings release, planning to drop numbers after the bell. Investors are watching to see how the software company’s subscription business—and new AI efforts—are holding up. The Pleasanton, California outfit scheduled a call for 1:30 p.m. Pacific to go through results and provide its outlook.
2 May 2026
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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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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

CACI International

NYSE: CACI 95 / 100
#2 BUY

Constellation Energy

NASDAQ: CEG 93 / 100
#3 BUY

AerCap

NYSE: AER 91 / 100
#4 BUY ON PULLBACK

Motorola Solutions

NYSE: MSI 89 / 100
#5 ACCUMULATE

Walt Disney

NYSE: DIS 87 / 100
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