Nokia Oyj Stock Faces a Fresh Test After AI Orders Light Up Earnings

Nokia Oyj’s AI-fueled share surge runs into a hurdle Monday, as the Finnish network gear maker’s stock goes ex-dividend after Q1 results turned the spotlight back on optical and cloud infrastructure. The ex-date lands April 27 on both Nasdaq Helsinki and the NYSE, with a 0.04 euro payout for Helsinki and $0.0468 gross on the New York line.

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Investors are zeroing in on Microsoft, Oracle, and Alphabet as the week kicks off, trying to figure out which AI cloud player warrants its hefty price tag now. Alphabet sits near all-time highs; Microsoft’s got the obvious earnings driver; Oracle, meanwhile, faces pointed questions on funding after securing new backing for that Michigan data-center campus tied to its AI bet.
ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

Shares of ASML Holding N.V. in Amsterdam climbed 2.3% late Friday. The bigger question for the Dutch chip-gear maker: Can it translate AI demand into shipments quickly enough, especially with TSMC holding off on its most advanced systems? High-NA EUV—the company’s high-resolution extreme ultraviolet lithography—lets customers etch finer chip details, but Bloomberg puts the price tag north of €350 million, or $410 million, per machine.
Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco Systems’ Quantum Switch Push Puts Networking Giant in Race for the Next Internet

Cisco Systems, Inc. unveiled a switching chip it claims links multiple kinds of quantum computers—staking out a spot in quantum tech while steering clear of making the machines themselves. The San Jose network gear company introduced its prototype, dubbed the Cisco Universal Quantum Switch, saying it’s able to route quantum data via existing telecom fiber and does it all at room temperature.
Why Eaton Corporation plc Stock Is Sitting Near Highs Before a Big AI Power Test

Why Eaton Corporation plc Stock Is Sitting Near Highs Before a Big AI Power Test

Eaton Corporation plc wrapped the week a hair under a new 52-week high, with investors still circling the power-management giant as AI and data center demand keeps electrical gear in focus. Shares on the NYSE slipped 0.14% Friday to finish at $423.92, off an intraday peak of $432.34. Market cap sits at roughly $164.5 billion, according to StockAnalysis.
Rivian’s R2 Moment Is Here, and Traders Are Betting the Next Move Could Be Sharp

Rivian’s R2 Moment Is Here, and Traders Are Betting the Next Move Could Be Sharp

Rivian Automotive has kicked off production on its R2 SUV, shifting its headline vehicle from concept to reality just days ahead of quarterly earnings. The new model comes in at a lower price, targeting a broader customer base beyond Rivian’s R1 lineup and taking direct aim at Tesla’s Model Y. CFO Claire McDonough told Reuters the company is “encouraged” by R2 reservations, though she didn’t share figures.
China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China on Saturday cautioned that U.S. export-control legislation focused on semiconductors threatens to shake up global chip supply chains, following a House panel’s move to push forward measures tightening China’s access to chipmaking gear. Beijing added it is keeping a close eye on the U.S. bills as they move through the legislative process.
Ouster Stock Jumps as Atlanta Traffic Deal Puts BlueCity Near 2026 World Cup Sites

Ouster Stock Jumps as Atlanta Traffic Deal Puts BlueCity Near 2026 World Cup Sites

Ouster Inc climbed Friday after announcing that its BlueCity traffic management platform will be rolled out at over 30 intersections around Atlanta, covering locations close to Mercedes-Benz Stadium. This move comes as the area readies itself for the 2026 FIFA World Cup. The initiative is in partnership with the Georgia Department of Transportation and distributor Southern Lighting & Traffic Systems.
24 April 2026
TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds

TSMC Stock Hits Record After Taiwan Opens the Buying Door for Funds

Taiwan Semiconductor Manufacturing Company Limited surged to an all-time closing high in Taipei on Friday, lifted after the island’s financial regulator loosened restrictions on how much local funds can allocate to a single stock—a move that primarily favors the world’s top contract chipmaker. Shares wrapped up the session at NT$2,185, climbing 5.05%, according to figures from MarketScreener.
AEye Stock Jumps After Craig-Hallum Buy Rating Puts LIDR Turnaround in Focus

AEye Stock Jumps After Craig-Hallum Buy Rating Puts LIDR Turnaround in Focus

AEye Inc. surged more than 30% Friday, fueled by Craig-Hallum’s new coverage on the lidar maker. The firm set a buy rating and tagged the shares with a $3.50 price target—yet another analyst move in what’s already been an active week for this small-cap name. Shares traded up roughly 33% to $2.25 by early afternoon, after hitting $3.03. Volume blew past 97 million shares.
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Kodiak Gas Services

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆
#2 STRONG BUY

Neurocrine Biosciences

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆
#3 STRONG BUY

Alphabet Class A

NASDAQ:GOOGL • Communication services 85/100 • ★★★★☆
#4 BUY ON WEAKNESS

Applied Materials

NASDAQ:AMAT • Semiconductor equipment 84/100 • ★★★★☆
#5 ACCUMULATE

JPMorgan Chase

NYSE:JPM • Financials 80/100 • ★★★★☆
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Consumer Confidence • 10:00 ET

A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.

#2

New Home Sales • 10:00 ET

Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.

#3

Intuit earnings • After close

Guidance can influence software multiples and sentiment around U.S. small-business activity.

View full calendar
Times and estimates may change. Verify before trading.