Today: 25 April 2026
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Technology 3 April 2026 - 14 April 2026

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 denied reports it is in talks to acquire any PC maker, calling a media claim “false.” The rumor had sent Dell and HP shares higher Monday before both fell Tuesday, while Nvidia stock rose $7.14 to $196.51. Bloomberg said the original report described talks going back over a year. Nvidia is expanding into CPUs and AI inference, increasing competition with Intel and AMD.
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 will acquire Globalstar for about $11.6 billion, aiming to speed up its direct-to-device satellite services and compete with SpaceX’s Starlink. Globalstar shareholders can choose cash or Amazon stock, with 58% already approving the deal. The merger still requires regulatory approval and depends on Globalstar meeting certain operational targets. Globalstar shares rose 9%, Amazon gained 2.7% after the announcement.
Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

Intel Stock Rally Extends as $100 Billion April Run Draws Fresh Wall Street Bets

Intel shares climbed $2.09 to $64.47 by late morning Monday, extending a rally that has added over $100 billion in value across eight sessions. The surge follows a raised price target, new deals with Google and Elon Musk’s Terafab, and Intel’s $14.2 billion buyback of Apollo’s Fab 34 stake. The stock is up 69% in 2026 after an 84% gain last year. Intel reports first-quarter results April 23.
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 faced renewed attention after reports of stake reductions by Choreo LLC and Sumitomo Mitsui Trust Group, based on SEC filings from January that reflected year-end positions. Choreo held 27,733 shares and Sumitomo Mitsui 2,478,864 shares as of December 31. The reported cuts amounted to about 35% and 8.6%, respectively. Salesforce shares rose 3.4% Monday, while broader software stocks remain down for the year.
13 April 2026
Sandisk Stock Jumps as Nasdaq-100 Adds AI Storage Winner, Atlassian Exits

Sandisk Stock Jumps as Nasdaq-100 Adds AI Storage Winner, Atlassian Exits

Sandisk shares jumped 7.3% to $913.56 after Nasdaq said the company will join the Nasdaq-100 on April 20, replacing Atlassian. The move follows strong demand for AI-related data storage and analyst price target hikes. Atlassian exits as software stocks slump, with its shares down 65% this year. Sandisk reports fiscal third-quarter results on April 30.
Super Micro Stock Faces Fresh Test as China Probe Casts Shadow Over Nvidia Ties

Super Micro Stock Faces Fresh Test as China Probe Casts Shadow Over Nvidia Ties

Super Micro Computer shares traded at $25.26 early Monday as the company faces a board-led probe into alleged diversions of servers to China. U.S. prosecutors in March accused three former associates of routing $2.5 billion in AI technology through Taiwan and Southeast Asia. Super Micro says the men no longer have ties to the firm. Shareholders will vote on directors, including CEO Charles Liang, at a virtual meeting April 15.
NVIDIA Stock Rises on TSMC AI Demand Signal, but Amazon and Google Loom

NVIDIA Stock Rises on TSMC AI Demand Signal, but Amazon and Google Loom

Nvidia shares climbed $4.60 to $188.63 Monday after analysts flagged record profits at supplier TSMC, driven by AI demand. Nvidia reported record quarterly revenue of $68.1 billion, with $62.3 billion from data centers. Amazon and Broadcom signaled growing competition in AI chips. Samsung, SK Hynix, and Micron reported tight high-bandwidth memory supply as prices rose.
Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Why SNOW Stock Is Falling Again: Snowflake Nears 52-Week Low as AI Worries Hit Software

Snowflake shares fell 8.4% to $121.11 on Friday after an 11.7% drop Thursday, as investors sold off software stocks amid concerns over new AI tools from Anthropic and OpenAI. The stock now trades just above its 52-week low. The S&P 500 Software and Services Index is down 25.5% for the year. Snowflake reported fourth-quarter product revenue of $1.23 billion, up 30% from a year earlier.
Lumentum Stock Nears $960 After JPMorgan, Mizuho Raise Targets on Nvidia AI Optics Demand

Lumentum Stock Nears $960 After JPMorgan, Mizuho Raise Targets on Nvidia AI Optics Demand

Lumentum shares climbed Thursday after JPMorgan raised its price target to $950, following Mizuho’s hike to $930. The moves come after Nvidia agreed last month to invest $2 billion in Lumentum and make multibillion-dollar purchase commitments. Lumentum reported February quarter revenue of $665.5 million, up 65.5% year-over-year. An SEC filing showed Lumentum will swap 5.7 million shares for $474.6 million in convertible notes.
Palantir Stock Drops as Michael Burry Says Anthropic Is ‘Eating Its Lunch’

Palantir Stock Drops as Michael Burry Says Anthropic Is ‘Eating Its Lunch’

Palantir Technologies dropped about 7% Thursday after Michael Burry said Anthropic was overtaking it in enterprise AI, putting Palantir on track to lose $34 billion in market value. Anthropic reported its annualized revenue run rate had surged past $30 billion and launched new AI tools for businesses. Nearly one in four businesses on Ramp now pays for Anthropic, according to Ramp data. Palantir’s stock still trades at 395 times earnings.
Grab Holdings Bets on AI as Group Ride Tool Targets 40% Lower Fares

Grab Holdings Bets on AI as Group Ride Tool Targets 40% Lower Fares

Grab Holdings launched 13 new AI-powered products in Jakarta, including a “Group Ride” feature that can cut fares by up to 40% for shared routes. CEO Anthony Tan said the tools aim to offset rising fuel costs and support demand as households tighten spending. The company’s 2026 revenue and profit forecasts remain below analyst expectations. Grab’s $600 million deal to buy Foodpanda Taiwan is pending regulatory approval.
Australia Stock Market Today: ASX 200 Ends at Five-Week High as Banks Offset Tech Rout

Australia Stock Market Today: ASX 200 Ends at Five-Week High as Banks Offset Tech Rout

The S&P/ASX 200 closed up 0.2% at 8,973.20 on Thursday, a five-week high, led by gains in banks while tech shares slumped. Bendigo and Adelaide Bank surged 9.5% after reporting higher earnings and job cuts. Energy stocks rose as oil rebounded, but trading volumes stayed below average. Investors remained cautious amid ongoing Middle East tensions and uncertain oil supply routes.
Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon closed at $213.77 Tuesday, with BNP Paribas maintaining a $320 price target, citing strong AI demand despite Amazon’s planned $200 billion capex for 2026. The company’s February forecast of higher spending sent shares down 11.5% after hours, even as AWS revenue rose 24% to $35.6 billion in the December quarter. Alphabet and Microsoft are also ramping up AI infrastructure spending.
Nokia Oyj Heads Into Crucial AGM as Chair Succession, Dividend Vote and AI Push Converge

Nokia Oyj Heads Into Crucial AGM as Chair Succession, Dividend Vote and AI Push Converge

Nokia shareholders will vote Thursday on appointing Timo Ihamuotila as board chair, a new payout mandate of up to 14 euro cents per share, and expanded authority for share buybacks and issuances. The company recently secured a multi-year 5G network contract with Virgin Media O2 in Britain. First-quarter results under Nokia’s new structure are due April 23. U.S.-listed shares last traded at $8.89.
Sandisk Stock Jumps Again as AI Storage Demand Defies S&P 500 Slump

Sandisk Stock Jumps Again as AI Storage Demand Defies S&P 500 Slump

Sandisk shares rose 2.8% to $720.90 in late-morning New York trading Monday, outpacing the S&P 500’s 0.2% gain. The company reported fiscal Q2 revenue up 61% to $3.03 billion and forecast Q3 revenue above analyst estimates. Sandisk extended its joint venture with Kioxia through 2034 for $1.165 billion. Micron, Western Digital, and Seagate also advanced.
Intel Stock Jumps as KeyBanc Sees Tight AI Server Chip Supply

Intel Stock Jumps as KeyBanc Sees Tight AI Server Chip Supply

Intel shares jumped 4.9% to $50.38 after KeyBanc raised its price target to $70, citing tighter supply and higher chip prices. The move follows Intel’s $14.2 billion buyback of Apollo’s stake in its Irish Fab 34 venture. First-quarter results are due April 23. Analysts warn that low yields from Intel’s new 18A chip process could pressure margins as the company takes on new debt.
Nokia Shares Jump After Virgin Media O2 5G Deal as Investors Eye 2026 Growth

Nokia Shares Jump After Virgin Media O2 5G Deal as Investors Eye 2026 Growth

Nokia’s U.S. shares jumped 6.65% after it announced a multi-year 5G contract with Virgin Media O2, part of a network upgrade worth hundreds of millions of pounds. Ericsson will serve as Virgin Media O2’s primary radio access network partner, securing the largest share of the project. Nokia will supply radio and baseband equipment and expand automation and AI-led features. Virgin Media O2’s 5G network now covers 87% of the UK population.
Intel to Pay $14.2 Billion to Reclaim Ireland Fab Stake From Apollo as Stock Jumps

Intel to Pay $14.2 Billion to Reclaim Ireland Fab Stake From Apollo as Stock Jumps

Intel will pay $14.2 billion to buy back Apollo Global Management’s 49% stake in its Fab 34 plant in Leixlip, Ireland, regaining full ownership. The deal comes as demand rises for server CPUs and ahead of Intel’s first-quarter results on April 23. Intel shares rose 4.9% Thursday after an 8.8% jump the previous day. The company will fund the buyback with cash and $6.5 billion in new debt.

Stock Market Today

  • Sasol Stock Surges Past 200-Day Moving Average Amid Mixed Analyst Ratings
    April 25, 2026, 3:28 AM EDT. Shares of Sasol Ltd. (NYSE: SSL) rose above its 200-day moving average of $8.15, closing near $12.88 on heavy volume of 916,842 shares. The 200-day average signals an important trend benchmark in stock trading. Analyst sentiment remains mixed with upgrades from Wall Street Zen and downgrades from Goldman Sachs, UBS, and Zacks Research, resulting in an average 'Reduce' rating from MarketBeat.com. Hedge funds modestly adjusted holdings recently, with positions increasing at Caitong International and EverSource Wealth Advisors. Sasol, a South African energy and chemical firm, is known for converting natural gas and coal into fuels using Fischer-Tropsch and gas-to-liquids technologies.

Latest article

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 25.04.2026

25 April 2026
LIVEMarkets rolling coverageStarted: April 25, 2026, 12:00 AM EDTUpdated: April 25, 2026, 3:50 AM EDT Sasol Stock Surges Past 200-Day Moving Average Amid Mixed Analyst Ratings April 25, 2026, 3:28 AM EDT. Shares of Sasol Ltd. (NYSE: SSL) rose above its 200-day moving average of $8.15, closing near $12.88 on heavy volume of 916,842 shares. The 200-day average signals an important trend benchmark in stock trading. Analyst sentiment remains mixed with upgrades from Wall Street Zen and downgrades from Goldman Sachs, UBS, and Zacks Research, resulting in an average 'Reduce' rating from MarketBeat.com. Hedge funds modestly adjusted holdings recently, with
LightPath Technologies Stock Just Hit a 52-Week High. Here’s Why LPTH Is Back in Focus

LightPath Technologies Stock Just Hit a 52-Week High. Here’s Why LPTH Is Back in Focus

25 April 2026
LightPath Technologies shares closed up 10.05% at $16.09 in Orlando Friday, after hitting $16.53 and surpassing recent analyst targets. Trading volume jumped to 6.35 million shares. The company reported a $97.8 million backlog and second-quarter revenue of $16.4 million, up 120% from a year earlier. Recent orders and investor focus center on defense optics and infrared camera systems.
Wolfspeed Stock Jumps 13% Before May 5 Earnings Test

Wolfspeed Stock Jumps 13% Before May 5 Earnings Test

25 April 2026
Wolfspeed shares surged 13.36% to $31.23 on Friday, with trading volume hitting 8.4 million shares ahead of its May 5 earnings report. The chipmaker recently cut its debt by about $97 million and lowered annual interest expense by $62 million after refinancing in March. Wolfspeed reported a $151 million net loss last quarter and expects negative gross margins to continue.
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