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Artificial Intelligence 16 April 2026 - 22 April 2026

US Stocks Open: AI Earnings Reset Erases $68 Billion from Four Firms’ Value
ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML on Wednesday pledged it won’t be the choke point in next year’s push to ramp up AI chip production, following heavy investment to boost capacity of its lithography systems—the gear that etches circuits onto chips. Chief Executive Christophe Fouquet, speaking at the Dutch company’s annual general meeting, said the firm would prevent bottlenecks “by all possible means.”
22 April 2026
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IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

International Business Machines Corp. is set to report first-quarter results on Wednesday. This time, the Street isn’t so focused on revenue growth itself—attention is shifting to software performance and whether the early completion of its $11 billion Confluent acquisition will be enough to lift guidance for 2026.
22 April 2026
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SoundHound AI Stock Rebounds After $43 Million LivePerson Deal as Investors Reassess the Selloff

SoundHound AI Stock Rebounds After $43 Million LivePerson Deal as Investors Reassess the Selloff

SoundHound AI shares bounced back in premarket action Wednesday, up roughly 3.8% as traders reassessed the voice AI firm’s proposed $43 million all-stock acquisition of LivePerson. The stock hovered near $8.15 before the bell, recovering some ground after tumbling 5.65% to $7.85 on Tuesday, the day the deal was made public.
22 April 2026
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GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova bumped up its 2026 revenue forecast on Wednesday, crediting a surge in first-quarter orders as data center demand fueled gains across its power and electrification divisions. The company now targets revenue between $44.5 billion and $45.5 billion for 2026, a notch higher than its earlier range of $44 billion to $45 billion, after logging $18.3 billion in orders for the quarter.
22 April 2026
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Nokia Q1 Earnings Preview: AI Push Meets North America Test

Nokia Q1 Earnings Preview: AI Push Meets North America Test

Nokia is set to report first-quarter results this Thursday, with analysts expecting adjusted operating profit to come in at 253 million euros on revenue of 4.56 billion euros. Investors are zeroed in on whether the Finnish telecom equipment firm’s foray into AI and data-center technology will manage to kickstart growth. Results are slated for release at about 8 a.m. Finnish time on April 23.
21 April 2026
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Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon on Monday pledged as much as $25 billion in fresh investment for Anthropic, tightening its relationship with the Claude AI maker. Anthropic, in turn, is on the hook to spend north of $100 billion on Amazon Web Services over the next ten years. The arrangement kicks off with $5 billion up front, while the remaining $20 billion depends on hitting certain commercial targets. That’s all in addition to the $8 billion Amazon has already put into Anthropic.
21 April 2026
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Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet stock edged down Monday, despite news that Google is negotiating with Marvell Technology on two new artificial intelligence chips—a signal that new AI initiatives aren’t quelling investor unease over spending. Class A shares slipped 0.9% to $338.45 by the afternoon, putting Alphabet’s market cap around $2.94 trillion.
20 April 2026
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AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

Advanced Micro Devices slipped Monday, cooling a bit after its record-breaking surge last week. Still, analysts at Bank of America and Stifel bumped up their price targets, keeping the spotlight on the chipmaker’s AI infrastructure story. Late in the New York morning, AMD traded at $274.61, off 1.4% from Friday’s $278.39 close.
20 April 2026
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Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom’s race toward the $2 trillion mark hit a snag Monday. Reuters reported that Alphabet’s Google is negotiating with Marvell Technology on two fresh AI chips, hinting that one of Broadcom’s most valuable custom-silicon ties could be shifting. Broadcom slipped roughly 1.7% early in U.S. trading; Marvell jumped 4.3%.
20 April 2026
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Google’s Reported AI Chip Talks Put Marvell Technology in the Middle of the Custom AI Chip Race

Google’s Reported AI Chip Talks Put Marvell Technology in the Middle of the Custom AI Chip Race

Alphabet’s Google is reportedly negotiating with Marvell Technology on a pair of new chips designed for more efficient AI model performance, according to The Information. The move could push Marvell deeper into the competitive world of custom silicon for major cloud clients. Requests for comment from both Google and Marvell went unanswered, and Reuters was unable to independently confirm the story.
19 April 2026
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NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

Nvidia took a bigger step into robotics this week, expanding its partnership with Cadence Design Systems. The AI chip giant is searching for new growth avenues outside of the data-center servers that fueled its climb. TSMC and ASML, meanwhile, released new forecasts showing demand for AI chips and their production gear remains strong.
17 April 2026
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NVIDIA Corporation Deepens Robotics Push With Cadence as AI Chip Demand Holds Up

NVIDIA Corporation Deepens Robotics Push With Cadence as AI Chip Demand Holds Up

Nvidia and Cadence Design Systems on Wednesday announced plans to pair Cadence's physics engines—software used to model the behavior of materials and objects—with Nvidia's AI models for training robots in simulated environments. The news came out of a Cadence-hosted event in Santa Clara and marks a further pivot from just making data-center chips, moving deeper into robotics.
16 April 2026
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AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein bumped up its price targets for both Advanced Micro Devices and Intel on Thursday, pointing to stronger demand for AI data center server chips even as PC sales lagged. By late morning in New York, AMD shares had surged 5.8% to $273.19, while Intel climbed 4.1% to $67.57—both now trading above Bernstein’s revised targets.
16 April 2026
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