Intel Sets April 23 Q1 Earnings Date, With 18A Yields and AI Data-Center Demand in Focus

Intel announced Tuesday it plans to release first-quarter earnings on April 23, putting a spotlight on CEO Lip-Bu Tan’s push to stabilize the U.S. chip giant. The figures drop after the closing bell, with a conference call set for 2 p.m. PT.

Snap stock surges after activist Irenic pushes AI reset, buybacks and Specs overhaul

Snap stock surges after activist Irenic pushes AI reset, buybacks and Specs overhaul

Snap Inc. shares surged Tuesday, climbing around 14% to $4.60, after Irenic Capital Management disclosed a roughly 2.5% economic stake—via shares and derivatives—in the social-media company’s Class A stock. The activist fund pressed CEO Evan Spiegel to rein in spending, refine Snap’s approach to artificial intelligence, and reconsider the Specs smart-glasses division.
AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

AI ETFs 2026: Why Vanguard VGT, Roundhill CHAT and Value-Chain Funds Are Pulling Investors Beyond Nvidia

Investors seeking to stay in the artificial intelligence trade are showing a clearer preference: broad exchange-traded funds versus more targeted plays in chip, memory, and networking stocks that power the sector. By Monday morning, Vanguard Information Technology ETF was down close to 1.0%. Shares of Roundhill Generative AI & Technology ETF slid about 1.1%, while Global X Artificial Intelligence & Technology ETF dropped 0.8%.
Meta’s $9 Trillion Market Cap Bet Runs Into Fresh Legal Risk

Meta’s $9 Trillion Market Cap Bet Runs Into Fresh Legal Risk

Meta Platforms is linking fresh stock options for six top executives to a staggering share price target—enough to vault the company’s market cap over $9 trillion by 2031. It’s a bet pinned on the company’s AI ambitions, and one of the boldest compensation plays in the tech sector. This comes on the heels of two jury defeats tied to child safety and social media addiction that spooked investors and sent shares tumbling last week.
CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike stock climbed roughly 3% in premarket trade this Monday, after Wolfe Research bumped its rating up to Outperform from Peer Perform. The firm pointed to Anthropic’s anticipated rollout of a more advanced AI model, saying it could drive increased security budgets rather than threaten cybersecurity providers. Wolfe assigned a price target of $450.
Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp back in focus after Nvidia deal as exec says pact will aid wider AI data-center push

Coherent Corp wrapped up Friday at $243.48, barely moving after a tough session for U.S. stocks. Over in Pittsburgh, a key executive took the stage at a packed industry summit, pitching the optics maker’s multibillion-dollar deal with Nvidia as bigger than just one partnership. Steve Rummel, the company’s senior vice president of engineered materials, told the crowd the agreement “really cements the partnership” and argued it would “support the whole industry.” The Pennsylvania event drew attention from data center, power and manufacturing players.
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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.