IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

International Business Machines Corp. is set to report first-quarter results on Wednesday. This time, the Street isn’t so focused on revenue growth itself—attention is shifting to software performance and whether the early completion of its $11 billion Confluent acquisition will be enough to lift guidance for 2026.

Nokia Q1 Earnings Preview: AI Push Meets North America Test

Nokia Q1 Earnings Preview: AI Push Meets North America Test

Nokia is set to report first-quarter results this Thursday, with analysts expecting adjusted operating profit to come in at 253 million euros on revenue of 4.56 billion euros. Investors are zeroed in on whether the Finnish telecom equipment firm’s foray into AI and data-center technology will manage to kickstart growth. Results are slated for release at about 8 a.m. Finnish time on April 23.
This Little-Known AI Power Stock Is Surging. Its Next Test Comes May 5

This Little-Known AI Power Stock Is Surging. Its Next Test Comes May 5

Navitas Semiconductor surged almost 20% early Tuesday, building on a big rally for the small power-chip outfit as investors reposition it as a key AI data-center supplier. Shares changed hands near $15.82, with trading volume topping 53 million. Wall Street’s focus is stretching past graphics processors and zeroing in on the power systems that keep them running.
21 April 2026
Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon on Monday pledged as much as $25 billion in fresh investment for Anthropic, tightening its relationship with the Claude AI maker. Anthropic, in turn, is on the hook to spend north of $100 billion on Amazon Web Services over the next ten years. The arrangement kicks off with $5 billion up front, while the remaining $20 billion depends on hitting certain commercial targets. That’s all in addition to the $8 billion Amazon has already put into Anthropic.
AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

Advanced Micro Devices slipped Monday, cooling a bit after its record-breaking surge last week. Still, analysts at Bank of America and Stifel bumped up their price targets, keeping the spotlight on the chipmaker’s AI infrastructure story. Late in the New York morning, AMD traded at $274.61, off 1.4% from Friday’s $278.39 close.
Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom’s race toward the $2 trillion mark hit a snag Monday. Reuters reported that Alphabet’s Google is negotiating with Marvell Technology on two fresh AI chips, hinting that one of Broadcom’s most valuable custom-silicon ties could be shifting. Broadcom slipped roughly 1.7% early in U.S. trading; Marvell jumped 4.3%.
Intel Stock Hits Dot-Com-Era High. Now Comes the Earnings Test

Intel Stock Hits Dot-Com-Era High. Now Comes the Earnings Test

Intel Corporation shot up to $70.32 Friday—its highest intraday mark since the dot-com peak—before settling at $68.50. Investors have latched onto momentum around the chipmaker’s AI and manufacturing turnaround. The spike put Intel just shy of its August 2000 all-time high, according to Bloomberg. “Near term catalysts” are in play, noted Gabelli Funds analyst Ryuta Makino. Ben Reitzes at Melius Research said the market is “validating” Intel’s foundry value “daily.”
Boeing Targets 26 Satellite Deliveries in 2026 With New Resolute Platform

Boeing Targets 26 Satellite Deliveries in 2026 With New Resolute Platform

Boeing, together with its Millennium Space Systems subsidiary, on Thursday announced bigger satellite output and rolled out a new mid-sized platform dubbed Resolute. The move comes as Boeing targets delivery of 26 satellites in 2026. The company says Resolute is designed for government and commercial customers who need more capability than a small satellite, but want to avoid the lengthy timelines tied to bigger, custom-built systems.
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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.