Technology 22 April 2026

Qualcomm Stock Jumps Before April 29 Earnings, But the AI Trade Has a Hard Test Ahead

Qualcomm shot up roughly 9.7% to $146.97 in early U.S. trade Friday, a brisk rally that doesn’t settle the bigger question hanging over the stock—next week’s earnings will have to prove the chipmaker isn’t just tied to smartphone swings. Adobe barely budged at $238.76, its shares unmoved even after a hefty buyback, as skepticism around the AI-heavy tech name persisted.

24 April 2026

Earnings Reports·NASDAQ:QCOM·Technology

IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

IREN Limited has locked in May 7 for its fiscal Q3 earnings update, teeing up the next big look at its AI data center push after shares on the Nasdaq surged 7.5% Thursday. The company plans to detail results for the quarter through March 31, with a call for investors scheduled at 5 p.m. Eastern.

24 April 2026

Artificial Intelligence·NASDAQ:IREN·NASDAQ:MSFT·NASDAQ:NVDA·Stock Market·Technology

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

Shares of Advanced Micro Devices jumped over 7% in U.S. premarket trading Friday, as a surge in central processor names followed Intel’s numbers, which flagged mounting AI data-center appetite outside the graphics chips that have led the sector. AMD and Arm both traded higher; investors are now wagering that answering AI queries—known as inference—will drive heavier use of CPUs in big server clusters.

24 April 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:ARM·NASDAQ:INTC·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Intel shares looked poised for a record open Friday. The chipmaker had issued a forecast that beat expectations, pointing to stronger demand for its server processors as companies ramp up spending on artificial intelligence systems.

24 April 2026

Artificial Intelligence·Data Centers·NASDAQ:INTC·Stock Market·Technology

Comfort Systems USA Stock Jumps After Profit More Than Doubles On Data Center Demand

Comfort Systems USA Inc. saw its first-quarter profit surge, with technology and data-center projects driving both revenue and backlog sharply higher—pushing shares up after hours. The Houston contractor posted net income of $370.4 million, or $10.51 per diluted share, a jump from $169.3 million, or $4.75 per share, in the same quarter last year.

24 April 2026

Earnings Reports·NYSE:FIX·Stock Market·Technology

Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

Applied Digital shares jumped roughly 12% to $36.35 in afternoon trade after the company disclosed a 15-year, $7.5 billion lease agreement with a major U.S. hyperscaler—a large cloud-computing client—covering 300 megawatts at its Delta Forge 1 data-center campus. The tenant wasn’t named.

23 April 2026

Artificial Intelligence·Data Centers·NASDAQ:APLD·Technology

SolarEdge Stock Jumps as Bigger Battery Bet Puts Its Turnaround to the Test

SolarEdge Technologies Inc surged over 11% Thursday, closing at $47.36. That move bumped the solar equipment maker’s valuation to around $2.8 billion, outstripping gains in Enphase Energy, First Solar, and Sunrun—those rose just 2% to 4%. Late-day market data put SolarEdge’s trading volume above 5.6 million shares.

23 April 2026

NASDAQ:SEDG·Renewable Energy·Stock Market·Technology

Palantir Wins $300 Million USDA Deal Ahead of Key May Earnings

Palantir Technologies Inc. landed a $300 million software deal with the U.S. Department of Agriculture, a push further into non-defense business just ahead of its upcoming earnings report. The stock slipped roughly 7.2% late Thursday, with U.S. markets nearing the close.

23 April 2026

Earnings Reports·NYSE:PLTR·Technology

Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

Nokia Oyj stock surged to levels not seen in 16 years on Thursday, after the Finnish network gear maker topped first-quarter profit forecasts and lifted its growth outlook for AI and cloud services. That’s a stark shift for a company usually pegged as a staid telecom supplier.

23 April 2026

Artificial Intelligence·Cloud Computing·HEX:NOKIA·Stock Market·Technology

ServiceNow stock tumbles despite Q1 beat and higher 2026 outlook

ServiceNow dropped roughly 18.7% Thursday despite topping first-quarter expectations and bumping up its full-year subscription revenue forecast. Investors homed in on postponed Middle East contracts and renewed questions about the actual impact of artificial intelligence on software. The stock last traded at $83.77 in U.S. afternoon hours.

23 April 2026

Earnings Reports·NYSE:NOW·Stock Market·Technology

IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

IBM shares slid 9.6% to $227.72 by 1:46 p.m. EDT on Thursday. The company outpaced first-quarter estimates but reported weaker software growth and stuck with its full-year outlook.

23 April 2026

Artificial Intelligence·Earnings Reports·NYSE:IBM·Stock Market·Technology

IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

IBM slid around 9.5% early Thursday, despite topping first-quarter expectations—investors remained wary that fresh AI offerings could threaten its software and consulting segments. ServiceNow shares tumbled 17.5%; the iShares Expanded Tech-Software ETF dropped 5.6%.

23 April 2026

Artificial Intelligence·Earnings Reports·NASDAQ:TXN·NYSE:IBM·NYSE:NOW·Stock Market·Technology

Palantir Stock Falls 5% Despite $300 Million USDA Deal as Software Stocks Slide (Reuters)

Shares of Palantir Technologies dropped roughly 5.4% to $144.41 Thursday morning, with a new U.S. agriculture deal doing little to stem the slide during a broad selloff in software stocks. Investors retreated from the sector after IBM and ServiceNow earnings reignited jitters about disruption tied to artificial intelligence.

23 April 2026

NYSE:PLTR·Stock Market·Technology

Micron Technology Stock Slips From Record High as SK Hynix, China Curbs Raise the Stakes

Micron Technology shares slipped roughly 2.2% early Thursday, erasing some of the heady 8.48% rally and record finish logged the previous session. After the surge in memory-chip stocks, investors seemed to step back. The stock hovered around $476.98 in early New York trading.

23 April 2026

Stock Market·Technology

Amazon Stock (AMZN) Gains After $25 Billion Anthropic Deal, With AWS Earnings Now the Key Test

Amazon shares drew attention Thursday, with the stock rising 2.18% to $255.36 on Wednesday after news broke that its expanded partnership with Anthropic could funnel over $100 billion in cloud business to AWS in the coming decade. Investors are now looking ahead to the company’s earnings due next week.

23 April 2026

Amazon·NASDAQ:AMZN·Stock Market·Technology

Lam Research stock jumps after record quarter, stronger forecast points to more AI chip spending

Lam Research jumped roughly 4% after hours as the chip-equipment maker reported all-time high revenue and profit for the March quarter, and its outlook for June topped analyst estimates. Adjusted earnings landed at $1.47 per share on $5.84 billion in revenue—both beating expectations of $1.36 a share and $5.75 billion.

23 April 2026

Earnings Reports·NASDAQ:LRCX·Stock Market·Technology

Texas Instruments Stock Jumps as Strong Forecast Signals Chip Demand Is Waking Up

Texas Instruments projected second-quarter revenue and profit ahead of Wall Street expectations on Wednesday, citing a pickup in orders from both data-center and industrial clients. Shares popped about 8% in after-hours trade. Investors saw the outlook as a clearer indication that analog chip demand is bouncing back, following a lengthy inventory correction.

22 April 2026

NASDAQ:TXN·Semiconductors·Stock Market·Technology

ServiceNow Stock Sinks As Iran War Hits Deals And CEO Calls AI Threat ‘Parlor Tricks’

ServiceNow dropped 14% in after-hours action Wednesday. The enterprise software firm blamed the Middle East conflict for pushing back a handful of major deals, taking some wind out of what was otherwise a solid quarter. Still, the company raised its full-year subscription revenue forecast.

22 April 2026

Artificial Intelligence·NYSE:NOW·Stock Market·Technology

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.

22 April 2026

Artificial Intelligence·Cloud Computing·Earnings Reports·NASDAQ:CFLT·NYSE:IBM·Technology

Uber Now Owns 11.5% of Lucid. The Robotaxi Bet Is Bigger Than It Looked

Uber Technologies now holds an 11.52% stake in Lucid Group, according to a regulatory filing. The move takes their robotaxi supply agreement a step further, with Uber deepening its financial commitment to the electric-vehicle maker as both sides aim to push ahead with plans for a self-driving ride-hailing fleet.

22 April 2026

Autonomous Vehicles·NASDAQ:LCID·NYSE:UBER·Technology

Technology 22 April 2026 - 24 April 2026

Qualcomm Stock Jumps Before April 29 Earnings, But the AI Trade Has a Hard Test Ahead

IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

Comfort Systems USA Stock Jumps After Profit More Than Doubles On Data Center Demand

Applied Digital stock rises after $7.5 billion AI data center lease with U.S. hyperscaler. (SEC)

SolarEdge Stock Jumps as Bigger Battery Bet Puts Its Turnaround to the Test

Palantir Wins $300 Million USDA Deal Ahead of Key May Earnings

Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

ServiceNow stock tumbles despite Q1 beat and higher 2026 outlook

IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

Palantir Stock Falls 5% Despite $300 Million USDA Deal as Software Stocks Slide (Reuters)

Micron Technology Stock Slips From Record High as SK Hynix, China Curbs Raise the Stakes

Amazon Stock (AMZN) Gains After $25 Billion Anthropic Deal, With AWS Earnings Now the Key Test

Lam Research stock jumps after record quarter, stronger forecast points to more AI chip spending

Texas Instruments Stock Jumps as Strong Forecast Signals Chip Demand Is Waking Up

ServiceNow Stock Sinks As Iran War Hits Deals And CEO Calls AI Threat ‘Parlor Tricks’

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

Uber Now Owns 11.5% of Lucid. The Robotaxi Bet Is Bigger Than It Looked

TechStock² Updates

FDA Decision on Replimune (NASDAQ:REPL) Prompts $763 Million in Melanoma Stock Shifts

Super Micro Computer, Inc. (NASDAQ:SMCI) Stock Comes Under Pressure as Cash-Flow Concerns Emerge Despite Margin Recovery

Nu Holdings Ltd. (NYSE:NU) Nears Mexico Bank Rollout, Puts Stock Price Under Scrutiny

SK hynix (KRX:000660) approaches ADR convergence milestone following 30% rally in Seoul

BP (LON:BP) North Sea deal may account for 10%-13% of disposal target ahead of Q2 report

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