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Artificial Intelligence 29 April 2026 - 30 April 2026

US Stocks Open: AI Earnings Reset Erases $68 Billion from Four Firms’ Value
Zoom Sets Earnings Date as AI Growth and Margins Move Back Into Focus

Zoom Sets Earnings Date as AI Growth and Margins Move Back Into Focus

Zoom Communications Inc. has lined up its fiscal 2027 first-quarter earnings for May 21, once again putting its AI ambitions, large-customer appetite, and profitability forecasts under the microscope following a notable rally in the shares. Zoom will report results after the U.S. market closes, with a webinar set for 2 p.m. Pacific Time.
30 April 2026
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QUALCOMM Incorporated (QCOM) Stock Jumps as AI Data-Center Bet Offsets Weak Forecast

QUALCOMM Incorporated (QCOM) Stock Jumps as AI Data-Center Bet Offsets Weak Forecast

Shares of QUALCOMM Incorporated surged 10.3% in premarket trading Thursday. Traders shrugged off the disappointing outlook for the current quarter, zeroing in on CEO Cristiano Amon’s upbeat comments about a smartphone rebound and Qualcomm’s fresh ambitions in data-center chips. “We can now call the bottom,” Amon told Reuters, saying the handset market has reached its low point.
30 April 2026
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Microsoft Corporation’s $190 Billion AI Bet Is the Number Wall Street Can’t Ignore

Microsoft Corporation’s $190 Billion AI Bet Is the Number Wall Street Can’t Ignore

Microsoft Corporation has slapped a $190 billion estimate on what it expects to spend building out AI through 2026, while also projecting Azure growth that tops what analysts had penciled in. That cloud optimism, though, comes with a hefty data-center tab. Shares wobbled at first after the numbers dropped, but regained their footing as executives flagged demand staying out in front of supply.
30 April 2026
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Amazon Stock Rises on AWS AI Growth — Why AMZN’s Cloud Beat Matters Now

Amazon Stock Rises on AWS AI Growth — Why AMZN’s Cloud Beat Matters Now

Amazon.com stock climbed in early trading Thursday, following a better-than-anticipated performance from Amazon Web Services. The company’s cloud unit delivered solid growth, hinting that demand from businesses for AI infrastructure is beginning to make a meaningful impact on sales. Shares recently changed hands at $263.04, up roughly 1.4% from the previous close.
30 April 2026
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Dow Futures Drop as Oil Shock Threatens Big Tech’s AI Rally

Dow Futures Drop as Oil Shock Threatens Big Tech’s AI Rally

U.S. stock futures showed a mixed picture early Thursday. Dow contracts slipped, while Nasdaq 100 futures managed a slight gain. The recent pop in oil prices put pressure on what had been a boost from strong numbers at Alphabet and Amazon. According to Barron’s, Dow Jones Industrial Average futures fell 269 points, or 0.6%. S&P 500 futures were off by 0.1%. Nasdaq 100 futures inched up 0.1%. Reuters had shown the same general pattern in premarket action.
30 April 2026
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Microsoft Stock Falls After Earnings Beat as Azure Growth Hits 40% and AI Revenue Surges

Microsoft Stock Falls After Earnings Beat as Azure Growth Hits 40% and AI Revenue Surges

Microsoft topped Wall Street’s forecasts for its fiscal third quarter Wednesday, powered by a 40% surge in Azure revenue and its AI business hitting a $37 billion annual run rate. Still, shares dipped in after-hours trading, as investors zeroed in on spending required for the company’s expansion, despite the earnings beat.
29 April 2026
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Meta Stock Slides as $145 Billion AI Spending Plan Overshadows Blowout Earnings

Meta Stock Slides as $145 Billion AI Spending Plan Overshadows Blowout Earnings

Shares of Meta Platforms slid about 5% in after-hours trading Wednesday, as the Facebook parent hiked its projected 2026 capital spending to a range of $125 billion to $145 billion, up from the $115 billion to $135 billion it previously guided. The higher forecast signals investors remain cautious about just how much latitude they’re willing to give Big Tech for AI investments before pressing for tangible payoffs.
29 April 2026
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AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

AI Stocks Today: Big Tech Earnings Just Put the Market’s Hottest Trade on Notice

Wednesday’s artificial intelligence stock trade delivered a mixed bag. Alphabet moved higher in late trading, buoyed by solid cloud demand in Big Tech earnings. But Meta, Amazon, and Microsoft slipped after hours—investors were left weighing solid demand against renewed questions about the price tag for all that AI infrastructure.
29 April 2026
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FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy shot higher Wednesday, part of a fuel-cell sector surge after Bloom Energy boosted its 2026 guidance and posted a sharp revenue increase on strong data center demand for on-site power. FuelCell shares last traded at $12.69, up $2.75 from Tuesday’s finish, with volume topping 13 million shares.
29 April 2026
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Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel Corporation stock surged roughly 10% late Wednesday morning, notching a new high after reports surfaced that Alphabet’s Google is considering Intel’s cutting-edge chip-packaging tech for an upcoming AI processor. Shares last traded at $93.23, with an intraday peak of $94.03, according to market data.
29 April 2026
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Cognizant Stock Drops As Weak Revenue Outlook Overshadows $600 Million AI Deal

Cognizant Stock Drops As Weak Revenue Outlook Overshadows $600 Million AI Deal

Cognizant Technology Solutions Corp slipped on Wednesday after the IT services provider projected second-quarter revenue that missed analyst expectations, highlighting how hesitant client budgets remain a drag—even with businesses channeling funds toward artificial intelligence. Shares were last seen at $53.45 in New York, down $1.67.
29 April 2026
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Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet Earnings Today: The $185 Billion AI Question Hanging Over Google’s Stock

Alphabet will post first-quarter numbers after the U.S. market closes on Wednesday. Investors want to see whether the hefty tech investment—driven by Google’s Gemini AI ambitions and a surging cloud business—holds up. The earnings call is set for 4:30 p.m. Eastern, following the release on the investor website.
29 April 2026
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CACI International

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