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Technology Trends 4 February 2026 - 1 May 2026

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.
Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely sold 709,358 vehicles in Q1 2026, its highest ever for the period, with exports up 126% to 203,024 units. China’s EV exports reached $21 billion in Q1, up from $12 billion a year earlier, after the Iran war disrupted oil flows. Geely aims to sell over 6.5 million vehicles annually by 2030, with three-quarters as new energy vehicles. BYD’s domestic sales have fallen for seven months as rivals gain ground.
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 raised its 2026 revenue forecast to $44.5–$45.5 billion after first-quarter orders surged to $18.3 billion, driven by data center demand. Revenue climbed 16% to $9.34 billion, while net income hit $4.75 billion, boosted by $4.5 billion in M&A gains. The electrification unit booked $2.4 billion in data center orders, surpassing last year’s total. Wind unit revenue dropped 23%, posting a $382 million EBITDA loss.
Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

Class of 2026 Faces AI Job Squeeze as ServiceNow and BlackRock CEOs Warn on Entry-Level Work

ServiceNow CEO Bill McDermott warned graduate unemployment could hit the “mid-30s” within years as AI replaces entry-level office jobs. BlackRock’s Larry Fink said the class of 2026 may face the toughest job market in years. Recent college graduate unemployment reached 5.7% in late 2025, with underemployment at 42.5%, the highest since 2020, according to the New York Fed.
Plug Power Stock Price Today: PLUG Slips After Rally as Data-Center Power Push Faces a Fresh Test

Plug Power Stock Price Today: PLUG Slips After Rally as Data-Center Power Push Faces a Fresh Test

Plug Power shares fell 0.9% to $2.20 Thursday after a report said the company may sell up to 250 megawatts of electricity into the PJM power market. The stock had surged 5.2% Wednesday. Plug reported 2025 revenue up 12.9% to $710 million and ended the year with $368.5 million in cash. Jefferies cut its price target to $1.80, citing uncertainty over Plug’s profitability goals.
Tesla Faces Fresh Robotaxi Pressure as Zoox Expands and Safety Scrutiny Builds

Tesla Faces Fresh Robotaxi Pressure as Zoox Expands and Safety Scrutiny Builds

Amazon’s Zoox will expand robotaxi testing to Dallas and Phoenix, challenging Tesla’s lead in Austin. U.S. auto-safety officials open a national forum Tuesday on regulating driverless vehicles. Tesla began driverless rides in Austin in January but has not tested autonomous vehicles in California for six years. Waymo currently provides about 400,000 weekly rides and has logged 200 million driverless miles.
Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power eyes AI data-center boom with 250-MW PJM hydrogen bid

Plug Power plans to offer up to 250 megawatts of hydrogen-generated electricity in a potential PJM Interconnection auction, aiming to supply surging data-center demand. The company reported a 2025 net loss of about $1.7 billion and is relying on asset sales and financing to address liquidity needs. Plug shares rose 0.2% midday Monday. Jose Luis Crespo became CEO on March 2.
Salesforce taps Formula 1 for new AI fan agent as investors demand proof on Agentforce

Salesforce taps Formula 1 for new AI fan agent as investors demand proof on Agentforce

Salesforce and Formula 1 launched an AI-powered fan companion on F1.com to answer questions about the sport’s 2026 technical rules. Salesforce shares fell 1.5% to $193.08 in late trading after the announcement. The new tool will expand across Formula 1’s digital platforms and builds on the companies’ partnership since 2022.
Krafton’s next bet after PUBG: humanoid robots, AI — and a 1 trillion won return plan

Krafton’s next bet after PUBG: humanoid robots, AI — and a 1 trillion won return plan

Krafton posted record 2025 revenue of 3.33 trillion won, up 22.8%, but net profit dropped 43.7% to 733.7 billion won. The PUBG maker announced its first cash dividend and a three-year, 1 trillion won shareholder return plan. Krafton is exploring “physical AI” for possible use in humanoid robotics, using in-game data as training material. The company is developing 15 new games and upgrading PUBG to Unreal Engine 5.
Kyndryl’s ‘policy-as-code’ guardrails target runaway AI agents as governance lags

Kyndryl’s ‘policy-as-code’ guardrails target runaway AI agents as governance lags

Kyndryl on Wednesday launched “policy-as-code” controls to enforce business rules on autonomous AI agents in regulated sectors. The company said its system blocks unauthorized actions and logs agent activity for compliance. PYMNTS and CIO.com highlighted rising concerns over accountability and called for stricter management as AI agents take on decision-making roles.
Chinese AI stocks jump as Zhipu hikes prices after GLM-5 launch, MiniMax rolls out new model

Chinese AI stocks jump as Zhipu hikes prices after GLM-5 launch, MiniMax rolls out new model

Zhipu raised prices for its GLM coding subscription plan by at least 30%, effective immediately, after launching its open-source GLM-5 model. The company said the increase does not affect existing subscribers. Premier Li Qiang urged wider commercial AI adoption and better coordination of power and computing resources. Zhipu’s Hong Kong-listed shares jumped 30% after the GLM-5 launch.
KLA stock price dips: KLAC slips as investors size up India R&D hub push and chip-tool outlook

KLA stock price dips: KLAC slips as investors size up India R&D hub push and chip-tool outlook

KLA Corp shares fell 0.6% to $1,431 in late-morning New York trading Tuesday, trailing the semiconductor ETF. The company announced a new R&D and innovation hub in Chennai, India, to support AI and engineering. Investors are watching for peer earnings later this week and KLA’s dividend timetable, with a $1.90-per-share payout set for March 3.
Goldman Sachs stock jumps after Anthropic AI “agents” plan as traders size up a big week

Goldman Sachs stock jumps after Anthropic AI “agents” plan as traders size up a big week

Goldman Sachs shares rose 4.3% to $928.75 Friday as U.S. stocks rallied, with the Dow closing above 50,000 for the first time. Goldman confirmed it is working with AI startup Anthropic on internal automation tools, aiming to launch them soon. The bank also helped lead Once Upon a Farm’s $198 million IPO and issued $25.75 million in structured notes. Treasury Secretary Scott Bessent said the Fed may wait up to a year before shrinking its balance sheet.
Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

Goldman Sachs stock jumps on Anthropic AI push — what to watch before Monday

Goldman Sachs shares jumped 4.3% to $928.75 Friday after confirming it is working with AI startup Anthropic on internal “AI agents.” The stock’s rally helped lift the Dow above 50,000 for the first time. Delayed U.S. jobs and inflation data are due midweek and could affect rate expectations. Goldman also filed for new structured notes tied to the Russell 2000 and S&P 500.
Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Alphabet stock (GOOGL) slides as Google’s AI capex bill grows — what Wall Street watches next

Alphabet stock (GOOGL) slides as Google’s AI capex bill grows — what Wall Street watches next

Alphabet shares fell 2.4% Thursday, closing at $324.95 after the company announced 2026 capital spending of up to $185 billion, nearly double its 2025 budget. The stock earlier dropped as much as 8%. Alphabet reported Q4 revenue of $113.8 billion and net income of $34.5 billion. Investors are watching for Amazon’s earnings after the bell.
Intuit stock drops 11% after-hours as AI disruption fears spread — what investors watch next

Intuit stock drops 11% after-hours as AI disruption fears spread — what investors watch next

Intuit shares plunged 10.9% to $434.09 in after-hours trading Tuesday, after falling 11% during the session. The S&P 500 software and services index dropped 3.8%, with Salesforce, Datadog, Adobe, Synopsys, and Atlassian also down sharply. The Nasdaq Composite lost 1.4%. Analysts cited aggressive repricing of software stocks as AI offerings from Anthropic raised concerns over future growth and competition.
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Stock Market Today

  • Sensex surges 1,695 points on US-Iran peace talks, crude oil price drop
    June 13, 2026, 2:09 AM EDT. The Sensex jumped 1,695 points to close at 75,528 on Friday, driven by revived US-Iran peace deal talks that sent Dow Jones up over 900 points and Brent crude prices below $90 per barrel. The decline in crude prices eased fears over global supply disruptions, strengthening the rupee to 95.11 against the dollar. Domestic funds bought aggressively, while foreign portfolio investors sold shares worth Rs 1,082 crore. Market cap rose to Rs 462 lakh crore, adding Rs 9.7 lakh crore in investor wealth. Experts highlighted that positive geopolitical developments and lower oil prices improved the near-term outlook for Indian equities. Upcoming US Federal Reserve policy decisions and industrial data will guide markets further.

Latest articles

SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

13 June 2026
SGH closed at A$41.51, up 0.70% but underperformed the S&P/ASX 200’s 1.98% surge, as investors weighed solid cash flow and Boral margin gains against a high 36.03 P/E, mixed demand, and M&A risk; the next key catalyst is FY26 results on August 11, with analysts’ average target at A$47.64, 14.76% above Friday’s close.
NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

13 June 2026
NCR Voyix soared 10.25% to $7.85, far outpacing the market, as investors focus on the company’s 2026 cash-flow and earnings targets; the next key catalyst is the Q2 2026 earnings update, with stock valuation appearing low if management delivers on margin and cash-flow goals, but risks remain with declining reported revenue and high debt.
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