Today: 13 May 2026
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NASDAQ:NVDA 1 April 2026 - 16 April 2026

US Stock Market Today: S&P 500, Nasdaq Hit Record Highs as Wall Street Bets on Ceasefire, Earnings

US Stock Market Today: S&P 500, Nasdaq Hit Record Highs as Wall Street Bets on Ceasefire, Earnings

The S&P 500 and Nasdaq hit new intraday highs Thursday, with the S&P 500 up 0.27% and the Nasdaq rising 0.38% by late morning. Strong earnings from major banks and tech optimism fueled gains, while oil prices climbed as traders doubted progress in Middle East talks. Jobless claims fell to 207,000, but U.S. manufacturing output slipped 0.1% in March.
16 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 announced a partnership Wednesday to combine Cadence's physics engines with Nvidia AI models for training robots in virtual environments. Nvidia shares traded at $198.95 Thursday, holding a $4.53 trillion market value, while Cadence gained 1.1%. The collaboration was unveiled at a Cadence event in Santa Clara.
16 April 2026
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D-Wave Quantum Stock Jumps Again as Nvidia Ising Launch and CEO Pitch Put QBTS Back in Focus

D-Wave Quantum Stock Jumps Again as Nvidia Ising Launch and CEO Pitch Put QBTS Back in Focus

D-Wave Quantum shares rose about 8% in premarket trading Wednesday after a 15.8% jump Tuesday, following Nvidia’s release of open-source quantum AI models. CEO Alan Baratz promoted D-Wave as a commercial quantum player at Washington events, while a new bearish note warned the stock trades ahead of fundamentals. IonQ and Rigetti also surged Tuesday. D-Wave reported 2025 revenue of $24.6 million and recent bookings over $32.8 million.
15 April 2026
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Nvidia Kills PC Maker Acquisition Rumor, Sending Dell and HP Stocks Back Down

Nvidia Kills PC Maker Acquisition Rumor, Sending Dell and HP Stocks Back Down

Nvidia denied reports it is in talks to acquire any PC maker, calling a media claim “false.” The rumor had sent Dell and HP shares higher Monday before both fell Tuesday, while Nvidia stock rose $7.14 to $196.51. Bloomberg said the original report described talks going back over a year. Nvidia is expanding into CPUs and AI inference, increasing competition with Intel and AMD.
14 April 2026
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IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN stock jumps as AI data-center race heats up after CoreWeave, Nebius deals

IREN shares rose to $43.07 Tuesday, up $3.76, as Meta’s $21 billion CoreWeave deal and Nebius’ up-to-$27 billion Meta agreement fueled interest in AI infrastructure stocks. IREN aims for a 150,000-GPU buildout and targets over $3.7 billion in annualized AI cloud revenue by end-2026, though most is not yet contracted. Microsoft’s $9.7 billion contract and $3.6 billion in GPU financing back the expansion.
14 April 2026
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CoreWeave stock jumps again after Anthropic AI deal adds to $21 billion Meta pact

CoreWeave stock jumps again after Anthropic AI deal adds to $21 billion Meta pact

CoreWeave shares rose 7.5% to $109.64 on Monday after announcing a deal to supply Anthropic with AI computing capacity. The stock had already surged over 13% Friday on news of the agreement. CoreWeave also disclosed a new $21 billion order from Meta last week and priced $5.25 billion in new debt to fund expansion. Financial terms of the Anthropic contract were not disclosed.
13 April 2026
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NVIDIA Stock Rises on TSMC AI Demand Signal, but Amazon and Google Loom

NVIDIA Stock Rises on TSMC AI Demand Signal, but Amazon and Google Loom

Nvidia shares climbed $4.60 to $188.63 Monday after analysts flagged record profits at supplier TSMC, driven by AI demand. Nvidia reported record quarterly revenue of $68.1 billion, with $62.3 billion from data centers. Amazon and Broadcom signaled growing competition in AI chips. Samsung, SK Hynix, and Micron reported tight high-bandwidth memory supply as prices rose.
13 April 2026
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US Stock Market Week Ahead: Iran Talks, Bank Earnings and PPI Top What to Watch Before Monday’s Open

US Stock Market Week Ahead: Iran Talks, Bank Earnings and PPI Top What to Watch Before Monday’s Open

Three supertankers passed through the Strait of Hormuz on Saturday as U.S.-Iran talks continued in Islamabad, signaling possible easing of the March energy shock. The S&P 500 nearly erased losses from February’s U.S.-Israeli strikes on Iran, while Friday saw the Dow fall 0.56%, S&P 500 slip 0.11%, and Nasdaq gain 0.35% on chip stock strength.
11 April 2026
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CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

CoreWeave secures fresh $21 billion Meta AI deal as debt push raises stakes

Meta Platforms signed a new $21 billion deal with CoreWeave for AI cloud computing capacity through 2032, according to a securities filing. CoreWeave shares rose 3.4% in after-hours trading. The agreement adds to a $14.2 billion commitment disclosed last September. CoreWeave also launched $3 billion in convertible notes and upsized a senior-notes deal to $1.75 billion.
9 April 2026
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Lumentum Stock Nears $960 After JPMorgan, Mizuho Raise Targets on Nvidia AI Optics Demand

Lumentum Stock Nears $960 After JPMorgan, Mizuho Raise Targets on Nvidia AI Optics Demand

Lumentum shares climbed Thursday after JPMorgan raised its price target to $950, following Mizuho’s hike to $930. The moves come after Nvidia agreed last month to invest $2 billion in Lumentum and make multibillion-dollar purchase commitments. Lumentum reported February quarter revenue of $665.5 million, up 65.5% year-over-year. An SEC filing showed Lumentum will swap 5.7 million shares for $474.6 million in convertible notes.
9 April 2026
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CoreWeave Stock Climbs on $21 Billion Meta AI Cloud Deal, but Debt Risks Stay in Focus

CoreWeave Stock Climbs on $21 Billion Meta AI Cloud Deal, but Debt Risks Stay in Focus

CoreWeave said Meta Platforms committed about $21 billion for AI cloud capacity through December 2032. Shares rose 4.3% to $88.90 in premarket trading after the announcement. The deal follows an $8.5 billion loan facility and a $1.25 billion senior notes offering. CoreWeave reported $5.13 billion in 2025 revenue and ended December with a $66.8 billion backlog.
9 April 2026
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NVIDIA’s Rubin AI Chip Ramp Hits Fresh Snag as HBM4 Memory Crunch Clouds 2026

NVIDIA’s Rubin AI Chip Ramp Hits Fresh Snag as HBM4 Memory Crunch Clouds 2026

TrendForce said April 8 that Nvidia’s Rubin AI chip shipments may be delayed by HBM4 memory qualification and cooling demands, shifting over 70% of 2026 high-end GPU volume to the current Blackwell line. Rubin’s projected share dropped to 22%. Samsung began shipping HBM4 to Nvidia in February, but SK Hynix and Micron face qualification delays. Broadcom signed a long-term deal to develop Google’s TPUs through 2031.
9 April 2026
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Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Broadcom announced a multiyear deal to develop Google’s next-generation TPUs and supply AI rack components through 2031. Nvidia shares rose 0.3% premarket, while Broadcom jumped 6.3% after the news. Anthropic said it will access 3.5 gigawatts of TPU compute from 2027 and reported Claude’s run-rate revenue above $30 billion. Analysts say custom ASICs could begin taking AI inference share from Nvidia starting in 2027.
8 April 2026
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NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

NVIDIA Corporation Faces Fresh Slurm Scrutiny After SchedMD Deal Raises AI Control Fears

Nvidia’s acquisition of SchedMD, maker of the Slurm workload manager, has sparked concern among AI and supercomputing experts that Slurm could be steered toward Nvidia hardware, Reuters reported. Nvidia said it will keep Slurm open source and vendor-neutral. The company’s shares traded at $177.64 early Tuesday, valuing Nvidia at about $4.53 trillion.
7 April 2026
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Lumentum Back in Focus Ahead of Earnings as AI Optics Bottleneck Trade Gathers Pace

Lumentum Back in Focus Ahead of Earnings as AI Optics Bottleneck Trade Gathers Pace

Lumentum Holdings will report fiscal Q3 results on May 5. Shares fell 1.3% after recent gains tied to Nvidia’s $2 billion investment and purchase commitment for advanced laser components. Fiscal Q2 revenue rose to $665.5 million from $402.2 million a year earlier, driven by demand for optical circuit switches. Lumentum recently acquired a North Carolina facility to expand optical device production.
6 April 2026
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Nvidia News: Foxconn Sales Jump Signals AI Server Demand as China Pressure Builds

Nvidia News: Foxconn Sales Jump Signals AI Server Demand as China Pressure Builds

Foxconn reported first-quarter revenue up 29.7% year-on-year, citing strong demand for AI products, with March revenue hitting a monthly record. Nvidia, its largest server client, has forecast $78 billion in Q1 revenue, excluding China data-center sales. Samsung and Broadcom also signaled surging AI-related demand. Chinese firms continue to shift to domestic chips amid ongoing market constraints.
6 April 2026
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Nvidia Brings Google’s Gemma 4 to PCs and Edge Devices as AI Moves Beyond the Cloud

Nvidia Brings Google’s Gemma 4 to PCs and Edge Devices as AI Moves Beyond the Cloud

Nvidia announced it has optimized Google’s new Gemma 4 AI models to run on its RTX PCs, DGX Spark systems, and Jetson modules. Google said Gemma 4, released under an Apache 2.0 license, includes four model sizes and supports over 140 languages, with larger versions able to run on a single Nvidia H100 GPU. Nvidia’s data-center sales reached $62.3 billion last quarter. Competitors are increasing efforts in AI inference chips.
3 April 2026
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OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI Opens Door to Retail Investors as $852 Billion Valuation Raises IPO Stakes

OpenAI closed a $122 billion funding round at an $852 billion valuation and raised over $3 billion from individual investors. The company said its shares will be included in several ARK Invest ETFs ahead of a possible IPO. Reuters reported OpenAI is shifting resources toward Codex and enterprise tools after pressure from Google and Anthropic. Amazon, Nvidia, SoftBank, and Microsoft participated in the round.
2 April 2026
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Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia invested $2 billion in Marvell Technology and will link Marvell’s custom AI chips to its NVLink Fusion system. Marvell shares rose 7% after the announcement, Nvidia gained 2.7%. The deal comes as Nvidia’s share of China’s AI server chip market fell to 55% in 2025, with Chinese suppliers taking 41%. Both companies warned the partnership could face regulatory and market risks.
2 April 2026
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Dow Jumps 1,100 Points on Iran Exit Hopes, but Wall Street Still Closes Its Worst Quarter Since 2022

Dow Jumps 1,100 Points on Iran Exit Hopes, but Wall Street Still Closes Its Worst Quarter Since 2022

U.S. stock futures climbed early Wednesday after Wall Street’s biggest one-day rally in nearly a year, driven by President Trump’s signal that the Iran war could end within weeks. The Dow surged 1,125 points Tuesday, with tech stocks leading gains. S&P 500 and Dow still closed the quarter with their steepest losses since 2022. European and Asian markets also advanced.
1 April 2026
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Stock Market Today

  • Man Recovers $400,000 in Bitcoin After 11 Years Using Anthropic's AI
    May 13, 2026, 4:29 PM EDT. A Bitcoin holder recovered around $400,000 in BTC, locked for over a decade, with the help of Anthropic's AI chatbot Claude. The user, known as Cprkrn, had lost access after changing his wallet password while intoxicated. After years of failed attempts and trying trillions of password combinations, Claude analyzed old files from his college computer, locating an older wallet file and a mnemonic phrase that restored access to 5 BTC. At Bitcoin's current price near $79,600, his recovery underscores AI's potential in aiding crypto asset retrieval without breaking security protocols. The story serves as a reminder about the hidden value of old digital files.

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Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

Applied Optoelectronics Stock Surges Again as AI Data-Center Demand Outruns Supply

13 May 2026
Applied Optoelectronics shares surged 21% Wednesday, trading at $227.05 after strong demand from AI data centers pushed first-quarter data-center revenue to $81.4 million, up from $32 million a year ago. CFO Stefan Murry said supply remains the main constraint, with demand expected to outpace output through mid-2027. AOI shipped its first volume 800G products to a hyperscale customer. The company posted a first-quarter net loss of $14.3 million.
Dow Jones Today: Why the Dow Slipped While AI Stocks Drove Wall Street Higher

Dow Jones Today: Why the Dow Slipped While AI Stocks Drove Wall Street Higher

13 May 2026
The Dow Jones Industrial Average fell 90.72 points to 49,669.84 on Wednesday, while the S&P 500 and Nasdaq rose, lifted by gains in chip and AI stocks. Producer prices jumped 1.4% in April, the largest monthly increase since March 2022. The Senate confirmed Kevin Warsh as Federal Reserve chair in a 54-45 vote. Prediction markets showed a 97% chance the Fed holds rates steady in June.
US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

13 May 2026
The S&P 500 closed at 7,444.14 and the Nasdaq at 26,404.74, both record highs, while the Dow slipped 0.13% to 49,693.63. April producer prices jumped 1.4%, the largest monthly rise since March 2022, pushing back Fed rate-cut expectations. Prediction markets now see a long pause in U.S. policy easing. Tech stocks, especially AI-linked shares, led gains despite the inflation surprise.

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Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

Nebius Stock’s Pre-Market Bounce Puts the AI Factory Trade Back on Trial

13 May 2026
Nebius Group shares rose 3.53% to $185.42 in early extended trading after a 3.76% drop Tuesday, ahead of its Q1 earnings release. The company broke ground on a gigawatt-scale AI factory in Missouri and announced a technology deal with Clarifai’s founder and team. NBIS is up 32.79% in the past month and 454.18% over the past year. Investors are weighing rapid expansion against ongoing losses and heavy capital spending.
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