Artificial Intelligence 26 April 2026

Oracle Stock Slides as OpenAI Misses Put $300 Billion AI Deal Under Pressure

Oracle shares tumbled 7.7% to $159.80 in premarket action Tuesday, after the Wall Street Journal said OpenAI has been missing user and revenue milestones—shaking up firms linked to the ChatGPT developer. CoreWeave slipped 7.4%. In Tokyo, SoftBank ended the session down nearly 10%, according to Reuters.

28 April 2026

Artificial Intelligence·NASDAQ:ORCL·Stock Market

US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

Stock futures in the U.S. slipped early Tuesday, with tech names seeing the heaviest selling. Higher oil prices and renewed jitters around the artificial intelligence rally put the brakes on Wall Street’s latest record streak. The Nasdaq 100 futures lost 0.7% recently; S&P 500 futures dropped 0.3%. Dow futures bucked the trend, pointing 0.3% higher. Futures contracts offer a look at where the indexes might open.

28 April 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:ARM·NASDAQ:NVDA·NYSE:ORCL·Oil Prices·Stock Market

Why Celestica Stock Fell After Strong Earnings and a Bigger AI Forecast

Celestica shares dropped after hours on Monday, despite the Canadian electronics firm posting better-than-expected quarterly profits and lifting its guidance for 2026—investors appeared to take profits in the AI infrastructure play. First-quarter revenue landed at $4.05 billion, a 53% jump from last year. Adjusted earnings per share hit $2.16, with that non-GAAP figure excluding certain costs.

27 April 2026

Artificial Intelligence·Earnings Reports·NYSE:CLS·Technology

Sandisk Stock Hits Record As AI Memory Bets Put Earnings In Crosshairs

Sandisk Corp climbed 7.4% on Monday, notching a record at $1,063.55. Analysts have lifted their targets, pointing to surging AI-fueled demand for data storage as a catalyst for the flash-memory heavyweight. That rally drove Sandisk’s market cap up to about $165.9 billion just before its earnings report this week.

27 April 2026

Artificial Intelligence·Earnings·NASDAQ:SNDK·Stock Market·Technology

Nokia Oyj Stock’s AI Run Gets Fresh Wall Street Jolt as Targets Rise

Nokia Oyj notched another gain Monday, lifted by a wave of analyst upgrades and boosted price targets tied to surging AI data-center network demand. In Helsinki, shares finished up 3.69% at 9.276 euros. Over in New York, the U.S. stock hit $11.295 before settling 2.6% higher at $10.735.

27 April 2026

Artificial Intelligence·NYSE:NOK·Stock Market

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

This week, Microsoft has more at stake than simply topping earnings estimates. The software giant releases fiscal Q3 numbers Wednesday, following a rough January drop that made one thing clear: investors now expect concrete evidence that its AI investments are boosting cloud sales—not just inflating data center costs.

27 April 2026

Artificial Intelligence·Cloud Computing·Microsoft·NASDAQ:MSFT

Intel Stock Rally Is Forcing Wall Street to Rethink the AI Chip Race

Intel stock climbed again Monday, building on a steep post-earnings surge that’s pulled the chip giant back into Wall Street’s AI mix after lagging for years. Shares traded at $84.76, up 2.7%. That puts Intel’s market cap near $430.6 billion.

27 April 2026

Artificial Intelligence·NASDAQ:INTC·Stock Market

Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

All eyes are on Alphabet’s earnings this week, as the company faces a major test of investor tolerance for its huge artificial intelligence outlays. The Google parent’s market value has surged above $4.17 trillion, with shares hovering just below record highs. Class A stock was last up 0.5% at $346.06 in early New York trading.

27 April 2026

Artificial Intelligence·Earnings Reports·NASDAQ:GOOGL·Stock Market

Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Corp. has secured a 15-year lease worth around $7.5 billion with an undisclosed U.S. hyperscaler, locking in 300 megawatts of critical IT load at its Delta Forge 1 campus. With this deal, the company’s total contracted lease revenue now tops $23 billion. Details came out in an April 23 filing and press release.

27 April 2026

Artificial Intelligence·NASDAQ:APLD

SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI slipped roughly 1.4% to $8.075 just after the Nasdaq bell Monday, with investors picking over its move to acquire LivePerson entirely in stock. The deal raised fresh doubts on dilution, integration and profitability. LivePerson also lost ground, off 0.7% at $2.70.

27 April 2026

Artificial Intelligence·NASDAQ:LPSN·NASDAQ:SOUN·Stock Market·Technology

Micron Stock’s AI Memory Boom Reopens The $1 Trillion Question

Micron Technology was last seen trading around $497 early Monday, climbing roughly 3%. That pushes the U.S. memory-chip maker’s market cap close to $567 billion, with investors once again jumping into the AI memory story ahead of the bell. Over the weekend, fresh commentary made the rounds, with some arguing that Micron’s value in high-bandwidth memory remains discounted.

27 April 2026

Artificial Intelligence·NASDAQ:MU·Stock Market

Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta Platforms heads into earnings week facing questions from investors: Can its ad business continue footing the bill for one of corporate America’s biggest AI expansions? Wall Street’s latest stock targets for the Facebook parent? Those now stretch above $1,000 a share in the coming years.

27 April 2026

Artificial Intelligence·NASDAQ:META·Stock Market

China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

Meta Platforms Inc. has been told by Chinese authorities to reverse its acquisition of AI startup Manus, a deal worth more than $2 billion. The order came Monday from the National Development and Reform Commission, whose foreign-investment security review office has blocked overseas investment in the Manus project and instructed both parties to walk away. The move follows mounting scrutiny of U.S. efforts to tap Chinese-linked AI talent.

27 April 2026

Artificial Intelligence·NASDAQ:META

Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

Wedbush Securities analyst Dan Ives stepped in to defend Oracle after its shares took another beating, initiating coverage with an outperform rating. Ives argued that investors have it wrong—he sees the company’s AI data-center investments as anchored by contracts, not just risky bets. Oracle last traded at $173.28 ahead of Monday’s New York session, off 1.7% from its previous close.

27 April 2026

Artificial Intelligence·NASDAQ:AMZN·NASDAQ:MSFT·NYSE:ORCL·Stock Market

POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

POET Technologies climbed again in premarket action Monday, trading at $16.40 as of 7:59 a.m. EDT. The stock had already more than doubled last week, finishing Friday at $15.10, a 28.84% jump for the day after it peaked at $15.50. Traders piled in after the company linked a fresh order to Marvell Technology’s AI infrastructure efforts.

27 April 2026

Artificial Intelligence·Stock Market·Technology

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom started Monday with a $2.05 trillion market cap—putting it among a handful of chipmakers at that level. The surge is less about phones or laptops these days, with custom AI chips and cloud networking now driving the story. Google’s infrastructure ambitions have only pulled Broadcom in further. Last trade: $422.76, ahead of the U.S. open.

27 April 2026

Artificial Intelligence·NASDAQ:AVGO·Semiconductors·Stock Market

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Inc. and Related Digital have locked down financing for the $16 billion Oracle data center campus planned for Saline Township, Michigan, bringing new private capital to one of the largest U.S. AI infrastructure builds. According to the companies, the financing structure pulls in equity from Related Digital and Blackstone-linked funds, with fixed-rate, long-term debt provided by funds and accounts overseen by PIMCO.

26 April 2026

Artificial Intelligence·Cloud Computing·NYSE:BX·NYSE:ORCL·Technology

Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

BlackRock has taken a passive 8.2% stake in Bloom Energy Corporation, according to an amended ownership filing dated April 24. The disclosure comes just ahead of the fuel-cell company’s first-quarter report, set for two days later. BlackRock’s filing lists 22,911,282 Class A shares owned, with sole voting rights attached to 22,035,523 of those.

26 April 2026

Artificial Intelligence·NYSE:BE·Renewable Energy·Stock Market

Vistra Stock Pops 4.8% as VST’s AI Power Trade Faces Its Next Test

Vistra Corp. shares jumped 4.8% to $164.35 on Friday, their third straight gain, as the power producer outpaced large utility peers in a mixed market and drew fresh attention before a packed two-week stretch for investors.

26 April 2026

Artificial Intelligence·Energy Sector·NYSE:VST·Stock Market

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America Corporation is leading the $16 billion financing package for a Michigan data center campus—an Oracle-backed project from Related Digital—handing the U.S. bank a major role as AI infrastructure spending accelerates. Related Digital, along with Blackstone, confirmed the deal for the Saline Township development. Bank of America steps in as both structuring agent and financial advisor.

26 April 2026

Artificial Intelligence·Data Centers·NYSE:BAC·NYSE:BX·NYSE:GS·NYSE:ORCL·NYSE:WFC·Technology

Artificial Intelligence 26 April 2026 - 28 April 2026

Oracle Stock Slides as OpenAI Misses Put $300 Billion AI Deal Under Pressure

US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

Why Celestica Stock Fell After Strong Earnings and a Bigger AI Forecast

Sandisk Stock Hits Record As AI Memory Bets Put Earnings In Crosshairs

Nokia Oyj Stock’s AI Run Gets Fresh Wall Street Jolt as Targets Rise

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Intel Stock Rally Is Forcing Wall Street to Rethink the AI Chip Race

Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

Micron Stock’s AI Memory Boom Reopens The $1 Trillion Question

Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

Vistra Stock Pops 4.8% as VST’s AI Power Trade Faces Its Next Test

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

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