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Artificial Intelligence 25 March 2026 - 1 April 2026

US Stocks Open: AI Earnings Reset Erases $68 Billion from Four Firms’ Value
Snap stock surges after activist Irenic pushes AI reset, buybacks and Specs overhaul

Snap stock surges after activist Irenic pushes AI reset, buybacks and Specs overhaul

Snap Inc. shares surged Tuesday, climbing around 14% to $4.60, after Irenic Capital Management disclosed a roughly 2.5% economic stake—via shares and derivatives—in the social-media company’s Class A stock. The activist fund pressed CEO Evan Spiegel to rein in spending, refine Snap’s approach to artificial intelligence, and reconsider the Specs smart-glasses division.
1 April 2026
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Oracle Stock’s AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call

Oracle Stock’s AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call

Oracle shares dropped Monday, with Wall Street sizing up a new bullish call from Bernstein—which argues the company is flying under the AI radar—even as doubts about the pace of its data center expansion continue to dog cash flow and, by extension, the dividend. The stock slipped around 0.9% to $138.40 in late trading, lingering nearly 60% off its September high.
30 March 2026
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AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Investors seeking to stay in the artificial intelligence trade are showing a clearer preference: broad exchange-traded funds versus more targeted plays in chip, memory, and networking stocks that power the sector. By Monday morning, Vanguard Information Technology ETF was down close to 1.0%. Shares of Roundhill Generative AI & Technology ETF slid about 1.1%, while Global X Artificial Intelligence & Technology ETF dropped 0.8%.
30 March 2026
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CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike stock climbed roughly 3% in premarket trade this Monday, after Wolfe Research bumped its rating up to Outperform from Peer Perform. The firm pointed to Anthropic’s anticipated rollout of a more advanced AI model, saying it could drive increased security budgets rather than threaten cybersecurity providers. Wolfe assigned a price target of $450.
30 March 2026
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Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia Stock Hits 7-Year Valuation Low Even as New AI Orders Roll In

Nvidia Corp’s forward price-to-earnings ratio has slumped to its lowest point since early 2019—a striking reversal for the chipmaker that has become the face of Wall Street’s AI enthusiasm. Shares sit nearly 20% off the October record, and right now, the stock is trading at about 19.6 times projected 12-month earnings. That’s just under the S&P 500’s multiple, which hovers near 20. The gap stands out, considering analysts expect Nvidia’s profits to jump more than 70% this fiscal year. For the S&P 500, that number is closer to 19%.
30 March 2026
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Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp wrapped up Friday at $243.48, barely moving after a tough session for U.S. stocks. Over in Pittsburgh, a key executive took the stage at a packed industry summit, pitching the optics maker’s multibillion-dollar deal with Nvidia as bigger than just one partnership. Steve Rummel, the company’s senior vice president of engineered materials, told the crowd the agreement “really cements the partnership” and argued it would “support the whole industry.” The Pennsylvania event drew attention from data center, power and manufacturing players.
29 March 2026
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Microsoft Stock Heads for Worst Stretch Since 2009 as OpenAI, Copilot Worries Deepen

Microsoft Stock Heads for Worst Stretch Since 2009 as OpenAI, Copilot Worries Deepen

Microsoft slid another 2.1% to $358.38 in early New York trading on Friday, pushing the shares nearly 34% under their October 2025 high of $542.07. That's put the company on track for its roughest six-month run since 2009, as investors question whether all that AI outlay—and Microsoft’s heavy OpenAI exposure—will deliver returns soon enough.
27 March 2026
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Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk on Wednesday announced plans to put about $1 billion into Taiwan’s Nanya Technology, tying the investment to a multi-year DRAM supply deal and taking a 3.9% equity stake in the process. The U.S. flash-memory maker is looking to lock in access to another key memory part. In U.S. trading, Sandisk shares slipped 3.5%. Nanya’s Taipei-listed shares, meanwhile, jumped 4.6%.
25 March 2026
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Hyatt Uses AI Search and New Amex Offer to Chase Direct Hotel Bookings

Hyatt Uses AI Search and New Amex Offer to Chase Direct Hotel Bookings

Hyatt is doubling down on artificial intelligence, aiming to catch travelers before they even settle on where to go, CEO Mark Hoplamazian told industry peers in Berlin this week. The hotel chain is pushing to boost direct bookings on its own platforms. U.S. travel sites, meanwhile, have flagged a specific American Express promotion for certain Hyatt stays—another nudge intended to draw loyalty members to book straight with Hyatt.
25 March 2026
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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
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Walt Disney

NYSE: DIS 87 / 100
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