AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein bumped up its price targets for both Advanced Micro Devices and Intel on Thursday, pointing to stronger demand for AI data center server chips even as PC sales lagged. By late morning in New York, AMD shares had surged 5.8% to $273.19, while Intel climbed 4.1% to $67.57—both now trading above Bernstein’s revised targets.

Artificial Intelligence · NASDAQ:AMD · NASDAQ:INTC · NASDAQ:META · Semiconductors · Stock Market · Technology
Allbirds Stock Soars as Shoe Brand Bets $50 Million on AI Compute Pivot

Allbirds Stock Soars as Shoe Brand Bets $50 Million on AI Compute Pivot

UPDATE April 15, 2026, 23:05 - Allbirds shares surged more than 400% after the company confirmed a $50 million convertible financing deal to pivot into AI compute infrastructure and rebrand as “NewBird AI.” The firm plans to acquire GPUs and build a “GPU-as-a-service” platform, following the sale of its footwear business for about $39 million. Analysts caution the move may be speculative, noting the company lacks a track record in AI and faces entrenched competition from established cloud and chip players.
15 April 2026
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Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

UPDATE April 15, 2026, 23:00 - Broadcom shares rose after Meta extended a multi-year partnership to co-develop custom AI chips through 2029, reinforcing its position as a key supplier in the race to build large-scale AI infrastructure. The deal includes over one gigawatt of initial computing capacity and signals a broader shift by tech giants toward in-house silicon to reduce reliance on Nvidia. Meanwhile, Marvell drew fresh bullish calls from analysts, with price targets lifted on expectations of strong multi-year growth in AI-driven data center demand, including custom chips and networking.
15 April 2026
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Intel Corporation Hit by Fresh $3 Billion Patent Threat as Earnings Loom

Intel Corporation Hit by Fresh $3 Billion Patent Threat as Earnings Loom

UPDATE April 15, 2026, 22:40 - A U.S. appeals court has put Intel back on the hook in its $3 billion patent fight with VLSI Technology, tossing out a previous win for the chipmaker and ordering the dispute back to a jury. That ruling puts fresh legal risk on Intel’s plate right before earnings, stretching out a yearslong saga that’s already seen multibillion-dollar judgments and appeals. With the fight unresolved, Intel faces continued uncertainty on both the legal and financial fronts.
15 April 2026
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Uber’s $10 Billion Robotaxi Bet Marks Sharp Shift as Self-Driving Race Heats Up

Uber’s $10 Billion Robotaxi Bet Marks Sharp Shift as Self-Driving Race Heats Up

UPDATE April 15, 2026, 22:35 - Uber has deepened its robotaxi push, committing more than $10 billion to autonomous vehicles and related partnerships, marking a clear shift away from its asset-light model toward owning fleet capacity. The company is working with partners including Lucid, Rivian and Baidu, with plans to deploy robotaxi services in up to 28 cities by 2028, while expanding pilot programs in U.S. markets. Recent deals—such as increasing orders for tens of thousands of vehicles and additional equity investments—underscore a broader industry acceleration as competition with players like Waymo and Tesla intensifies.
15 April 2026
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American Airlines Brings Electronic Boarding Gates to DFW This Summer in First Big U.S. Hub Rollout

American Airlines Brings Electronic Boarding Gates to DFW This Summer in First Big U.S. Hub Rollout

UPDATE April 15, 2026, 22:30 - American Airlines is still running trials of its electronic boarding gates at Dallas Fort Worth, confining use mainly to one gate in Terminal A and a handful of domestic routes. The tech, which lets travelers self-scan and file through automated doors, is under review for its impact on boarding speed and staff workload—wider adoption depends on how those tests play out. This fits into a larger set of efficiency pushes underway at American’s biggest hub, including more automation across operations.
15 April 2026
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SpaceX IPO: Why Amazon’s Globalstar Deal Raises the Stakes for a $1.75 Trillion Debut

SpaceX IPO: Why Amazon’s Globalstar Deal Raises the Stakes for a $1.75 Trillion Debut

UPDATE April 15, 2026, 10:00 UTC - Amazon’s $11.6 billion acquisition of Globalstar has intensified competition with SpaceX just as its long-anticipated IPO approaches, highlighting the strategic value of satellite spectrum and direct-to-device connectivity. The deal strengthens Amazon’s push into satellite broadband and mobile services but also underscores how far it still trails SpaceX’s Starlink network in scale and launch capacity. Analysts say the move raises the stakes for SpaceX’s potential $1.5–$2 trillion debut, as investors reassess the size and competitiveness of the space internet market.
15 April 2026
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Broadcom Stock Gets Fresh Meta AI Lift as Duolingo Stock Falls on Growth Fears

Broadcom Stock Gets Fresh Meta AI Lift as Duolingo Stock Falls on Growth Fears

Shares of Broadcom jumped in late trading Tuesday after Meta rolled out a multi-year AI chip deal with the company, fueling the recent surge in optimism for the semiconductor designer. Duolingo, on the flip side, slipped roughly 2.2% as the language-learning platform continued to face investor pushback on sluggish growth and softer earnings forecasts.
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 shot down speculation on Tuesday, saying it’s not in discussions to buy any PC maker. The rumor—which had sent waves through Dell Technologies and HP—hinted at a major hardware play for the AI chip giant. The story, first reported by Bloomberg, traced the chatter back to SemiAccurate, which suggested such a deal might “reshape the PC landscape.”
14 April 2026
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Amazon to Buy Globalstar in $11.6 Billion Deal to Challenge Starlink, Keep Apple Satellite Features Running

Amazon to Buy Globalstar in $11.6 Billion Deal to Challenge Starlink, Keep Apple Satellite Features Running

Amazon.com moved to acquire Globalstar on Tuesday, striking an agreement valued at around $11.6 billion. The move aims to boost Amazon’s Leo satellite network, accelerating its entry into phone-to-satellite connectivity and ratcheting up the competition with SpaceX’s Starlink. Globalstar’s stock jumped close to 9% during the morning session in the U.S., while Amazon shares picked up about 2.7%.
14 April 2026
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Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

Salesforce Stock News: Choreo and Sumitomo Mitsui Cuts Resurface, but the Filings Are Months Old

Salesforce Inc. faced a new round of questions Monday after reports called out recent stake reductions by Choreo LLC and Sumitomo Mitsui Trust Group. But according to SEC filings dated Jan. 23, both firms were actually reporting their positions as of Dec. 31—there’s no indication of April sales. Choreo listed 27,733 shares, a stake then worth about $7.37 million. Sumitomo Mitsui Trust Group, on its part, revealed 2,478,864 shares valued near $656.7 million.
13 April 2026
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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 • ★★★★☆
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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.

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Times and estimates may change. Verify before trading.