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Technology 26 April 2026 - 28 April 2026

Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Shares of Applied Materials dropped Tuesday, following a Reuters report that the U.S. Commerce Department last week ordered certain chip equipment makers to stop sending some tools to Hua Hong, China’s No. 2 chip producer. Lam Research, Applied Materials, and KLA were thought to be among the firms that got letters, Reuters said, citing sources familiar with the situation.
Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia slid 1.8% to $212.78 Tuesday, erasing some of Monday’s rally. The pullback came as traders exited AI names following a report that cast doubt on OpenAI’s user numbers, revenue, and future spending on compute. At its session low, Nvidia hit $208.62, but the chipmaker still held onto a market cap north of $5.2 trillion.
Why Rambus Stock Fell Even as AI Memory Sales Jumped in Q1

Why Rambus Stock Fell Even as AI Memory Sales Jumped in Q1

Shares of Rambus Inc. plunged 10.79% on Monday, closing at $141.31. Earlier in the session, the stock had hit a high of $161.70 before retreating sharply. The chipmaker reported first-quarter revenue of $180.2 million and pointed to robust data-center demand driven by AI, but that wasn’t enough to calm investors. Growth in the company’s product business fell short of reversing the selloff.
Why Celestica Stock Fell After Strong Earnings and a Bigger AI Forecast

Why Celestica Stock Fell After Strong Earnings and a Bigger AI Forecast

Celestica shares dropped after hours on Monday, despite the Canadian electronics firm posting better-than-expected quarterly profits and lifting its guidance for 2026—investors appeared to take profits in the AI infrastructure play. First-quarter revenue landed at $4.05 billion, a 53% jump from last year. Adjusted earnings per share hit $2.16, with that non-GAAP figure excluding certain costs.
Joby Aviation Stock Gets NYC Air Taxi Catalyst as Archer Rivalry Heats Up

Joby Aviation Stock Gets NYC Air Taxi Catalyst as Archer Rivalry Heats Up

Joby Aviation on Monday reported it pulled off New York City’s inaugural point-to-point flights using an electric vertical takeoff and landing air taxi, flying its battery-powered craft from John F. Kennedy International Airport out to Downtown Skyport, then over to the West 30th Street and East 34th Street heliports. These eVTOLs lift straight up like helicopters. According to Joby, that same JFK route—typically a 60- to 120-minute slog by car—would take just seven minutes in the air.
Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Inc. and Related Digital have locked down financing for the $16 billion Oracle data center campus planned for Saline Township, Michigan, bringing new private capital to one of the largest U.S. AI infrastructure builds. According to the companies, the financing structure pulls in equity from Related Digital and Blackstone-linked funds, with fixed-rate, long-term debt provided by funds and accounts overseen by PIMCO.
Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America Corporation is leading the $16 billion financing package for a Michigan data center campus—an Oracle-backed project from Related Digital—handing the U.S. bank a major role as AI infrastructure spending accelerates. Related Digital, along with Blackstone, confirmed the deal for the Saline Township development. Bank of America steps in as both structuring agent and financial advisor.
Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic Stock Drop Puts $51 Million Share-Sale Plan and AI Optics Push in Focus

Lightwave Logic shares pulled back in the latest U.S. trading session, putting fresh attention on the company’s expanded stock-sale program and its still-early push to turn electro-optic polymer technology into commercial revenue. LWLG last traded at $12.665, down about 6.9%, after swinging between $11.905 and $14.21 on volume of about 11.0 million shares.
Nokia Oyj Stock Faces a Fresh Test After AI Orders Light Up Earnings

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.
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Xylem

NYSE: XYL 95 / 100
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AerCap

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Visa

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Chevron

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UPS

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