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Artificial Intelligence 30 April 2026 - 2 May 2026

SoundHound AI Stock Surges 20%: Why SOUN Traders Are Watching May 7

SoundHound AI Stock Surges 20%: Why SOUN Traders Are Watching May 7

SoundHound AI shares surged 20.1% to $9.56 Friday, valuing the company at $3.94 billion ahead of its May 7 earnings report. No new company news drove the move, but short-squeeze speculation intensified as 38% of the public float was sold short as of April 15. SoundHound recently expanded a partnership with Casey’s and announced a pending acquisition of LivePerson’s assets. The LivePerson deal still requires shareholder and regulatory approvals.
Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Seagate shares rose 7.9% and Sandisk jumped 8.3% Friday, while Western Digital slipped 0.6%. Sandisk reported Q3 revenue up 251% to $5.95 billion and signed $42 billion in long-term supply deals. Western Digital’s Q3 revenue climbed 45% to $3.34 billion, topping analyst estimates. Seagate forecast Q4 revenue of $3.45 billion, citing AI-driven demand.
SoundHound AI Stock Jumps Before May 7 Earnings As Investors Test The AI Growth Story

SoundHound AI Stock Jumps Before May 7 Earnings As Investors Test The AI Growth Story

SoundHound AI shares rose about 17% to $9.31 in Friday afternoon trading ahead of its May 7 first-quarter earnings report. Investors are watching for signs that recent deals, including the planned $43 million acquisition of LivePerson and an expanded rollout with Casey’s General Stores, can drive growth. SoundHound posted 2025 revenue of $168.9 million but reported a full-year GAAP net loss of $14 million.
Blackstone Inc. Creates N1 AI Unit Around OpenAI, Anthropic Bets as Credit Fund Faces Pressure

Blackstone Inc. Creates N1 AI Unit Around OpenAI, Anthropic Bets as Credit Fund Faces Pressure

Blackstone Inc. will launch Blackstone N1, a San Francisco-based unit consolidating its AI and high-growth tech investments, including stakes in OpenAI and Anthropic. Jas Khaira will lead the group and relocate from New York. The move comes as Blackstone’s $80 billion private credit fund saw first-quarter inflows slow and redemption requests rise. Blackstone shares rose 1.6% to $127.65 midday Friday.
Zeta Global (ZETA) Stock Rises as AI Push Fuels 50% Revenue Growth, Bigger 2026 Target

Zeta Global (ZETA) Stock Rises as AI Push Fuels 50% Revenue Growth, Bigger 2026 Target

Zeta Global shares rose after the company raised its 2026 revenue outlook and reported a 50% jump in first-quarter sales to $396.3 million, beating consensus. The company cited strong adoption of its Athena AI agent and growth in “super-scaled” customers. Adjusted EBITDA climbed to $66.1 million from $46.7 million. The stock traded at $19.17, up 75 cents in late-morning New York trading.
Twilio Stock Jumps 20% After AI Voice Demand: Why Investors Are Repricing TWLO

Twilio Stock Jumps 20% After AI Voice Demand: Why Investors Are Repricing TWLO

Twilio raised its 2026 revenue-growth forecast to 14%-15% after first-quarter sales and adjusted earnings topped estimates. Shares surged about 20% Friday, trading near $178.39. First-quarter revenue rose 20% to $1.407 billion, with adjusted earnings at $1.50 a share versus $1.27 expected. Voice revenue climbed 20%, driven by demand for AI-enabled products.
Tempus AI’s Big May: Why Q1 Results and First Investor Day Put TEM Stock in Focus

Tempus AI’s Big May: Why Q1 Results and First Investor Day Put TEM Stock in Focus

Tempus AI will report first-quarter results on May 5 and hold its first investor day on May 29. Merck’s CEO highlighted Tempus in remarks on the drugmaker’s AI efforts in precision oncology. Tempus shares traded near $55.44 Friday, with a market value of about $9.7 billion. The company reported 2025 revenue of $1.27 billion and forecast $1.59 billion for 2026.
Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Rothschild & Co Redburn initiated Ciena with a Neutral rating and a $416 target, about 22% below Friday’s $534.43 share price, citing that much of the optical-networking upside is already priced in. Ciena reported Q1 revenue of $1.43 billion, up 33%, and raised its 2026 forecast. The company will showcase new optical products at ABRINT 2026 in São Paulo next week.
Sandisk Corporation Stock: Why SNDK’s $42 Billion AI Storage Deals and $6 Billion Buyback Matter Now

Sandisk Corporation Stock: Why SNDK’s $42 Billion AI Storage Deals and $6 Billion Buyback Matter Now

Sandisk reported third-quarter revenue of $5.95 billion, up 97% from the prior quarter, and GAAP net income of $3.62 billion. The company announced a $6 billion share buyback and forecast fourth-quarter revenue above Wall Street estimates. Five new customer agreements now guarantee over $11 billion and cover a third of 2027 supply. Shares fell more than 6% despite the results.
Atlassian Corporation Stock Jumps 22% as AI-Led Earnings Beat Tests SaaS Selloff

Atlassian Corporation Stock Jumps 22% as AI-Led Earnings Beat Tests SaaS Selloff

Atlassian shares surged 22% Friday after the company beat quarterly estimates and raised its annual revenue forecast. Fiscal Q3 revenue climbed 32% to $1.787 billion, but Atlassian posted a $98.4 million net loss after restructuring charges. Cloud revenue rose 29% as customers expanded Jira use and adopted more AI features. Remaining performance obligations jumped 37% to $4.0 billion.
Nokia Stock Is Back: Jim Cramer’s “Winner” Call Lands As AI Sales Surge 49%

Nokia Stock Is Back: Jim Cramer’s “Winner” Call Lands As AI Sales Surge 49%

Nokia’s U.S.-listed shares rose to $13.62 Friday after reporting a 49% jump in first-quarter sales to AI and cloud customers, totaling €1 billion in orders. Comparable operating profit climbed 54% to €281 million, beating analyst estimates. The company raised its 2026 growth target for network infrastructure sales to up to 14%. Nokia also agreed to sell its fixed wireless access CPE business to Inseego.
NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

NVIDIA Corporation Stock Faces a New Test as Pentagon AI Deal Meets China Server Squeeze

Nvidia was among seven AI firms approved by the Pentagon to deploy advanced AI on classified U.S. military networks, alongside Google, Microsoft, and Amazon Web Services. The Pentagon said its GenAI.mil platform has seen use by over 1.3 million personnel in five months. Nvidia shares traded at $199.57 in early New York trading. The company also secured $23 million in tax incentives from Irving, Texas.
Reddit Stock Jumps as AI Ad Tools Put Wall Street on Notice

Reddit Stock Jumps as AI Ad Tools Put Wall Street on Notice

Reddit shares rose 16% in premarket trading after the company forecast second-quarter revenue of $715 million to $725 million, topping Wall Street estimates. First-quarter revenue jumped 69% to $663 million, with ad revenue up 74% to $625 million. Daily active unique visitors reached 126.8 million, up 17% from a year ago. Reddit reported net income of $204 million, or $1.01 per diluted share.
Iron Mountain Stock Jumps as AI Data-Center Demand Pushes 2026 Forecast Higher

Iron Mountain Stock Jumps as AI Data-Center Demand Pushes 2026 Forecast Higher

Iron Mountain raised its 2026 revenue outlook after first-quarter revenue jumped 21.6% to $1.94 billion and net income rose to $149 million from $16 million. Shares surged 10% to $125.93. Data center revenue climbed 47% to $255 million, while asset lifecycle management revenue nearly doubled to $232 million. The company now expects 2026 revenue of $7.825–$7.925 billion.
Rezolve AI Stock Rises After Revenue Tops All of 2025 in 90 Days

Rezolve AI Stock Rises After Revenue Tops All of 2025 in 90 Days

Rezolve AI reported $60 million in first-quarter revenue, surpassing its audited 2025 total of $46.8 million, based on unaudited accounts. Shares rose 4.9% after the update. The company reaffirmed its $360 million 2026 revenue target and said it can reach profitability without new equity sales. Commerce.com, which rejected Rezolve’s all-stock takeover offer, adopted a poison pill defense.
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Stock Market Today

  • Asia's Diverging Economies Amid Tech Boom and Oil Crisis Signal Global Risks
    May 12, 2026, 6:29 PM EDT. Asia's economy is splitting into two contrasting realities amid a global energy crunch triggered by the Iran war. Tech-driven powerhouses like South Korea and Taiwan see record corporate profits and surging stock markets, fueled by booming semiconductor and artificial intelligence sectors. Meanwhile, countries reliant on traditional manufacturing, such as India and the Philippines, confront fuel scarcity and soaring costs that slow growth and heighten inflationary pressures. The crisis centers on disrupted crude flows through the Strait of Hormuz, sending oil prices to four-year highs. Economists warn this growing divide threatens economic inequality, monetary policy, and political stability across Asia and beyond, spotlighting risks for global trade and development.

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Nextpower’s Late Jump Says Investors Are Buying the Platform Story—For Now

Nextpower’s Late Jump Says Investors Are Buying the Platform Story—For Now

13 May 2026
Nextpower shares rose about 10% to $138 in after-hours trading Tuesday after Q4 results beat estimates and management raised fiscal 2027 revenue guidance to $3.8–$4.1 billion. Q4 revenue fell to $881 million from $924 million a year earlier, but backlog climbed above $5.25 billion. The company also announced an acquisition of power conversion assets, including Apex Power.
Oklo Stock Drops After Q1 Loss Widens — Why Its $2.5 Billion Cash Pile Matters

Oklo Stock Drops After Q1 Loss Widens — Why Its $2.5 Billion Cash Pile Matters

13 May 2026
Oklo reported a first-quarter net loss of $33.1 million, more than triple last year’s figure, as research and administrative costs surged. The nuclear startup posted no revenue and spent $17.9 million in operating cash, but ended March with $2.54 billion in cash and marketable securities after a major share sale. Shares fell after earnings.
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