Today: 23 April 2026
Subscribe
Browse Category

Artificial Intelligence 20 April 2026 - 23 April 2026

Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

Nvidia shares rose 1.3% to $202.50 premarket after Google launched new TPU 8 AI chips and announced it will offer Nvidia’s Vera Rubin NVL72 server platform. Alphabet kept its 2026 spending plan at $175 billion to $185 billion. SK Hynix reported AI memory demand outstripping supply. Broadcom signed a deal to supply Google’s custom AI chips through 2031.
23 April 2026
····
Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft shares fell about 2% in premarket trading Thursday after announcing a A$25 billion ($17.9 billion) AI investment in Australia, its largest ever in the country. The drop followed sector-wide declines sparked by IBM and ServiceNow growth concerns. Microsoft’s plan includes Azure AI infrastructure, cybersecurity, and training three million Australians by 2028. Investors await April 29 earnings for signs AI spending is boosting cloud growth.
23 April 2026
····
Super Micro (SMCI) Faces Fresh Lawsuit Deadline as DOJ Overhang Clouds AI Growth

Super Micro (SMCI) Faces Fresh Lawsuit Deadline as DOJ Overhang Clouds AI Growth

Super Micro Computer faces a May 26 deadline for shareholders seeking lead plaintiff status in a securities lawsuit alleging undisclosed China sales and export-control lapses. The company’s stock rose 2.7% Thursday but remains volatile after March criminal charges against former employees triggered a 33% drop. Super Micro is cooperating with investigators and says independent directors are overseeing a board probe.
23 April 2026
··
ServiceNow Stock Sinks As Iran War Hits Deals And CEO Calls AI Threat ‘Parlor Tricks’

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

ServiceNow shares dropped 14% in after-hours trading Wednesday after the company said Middle East conflict delayed several large deals, despite raising its annual subscription revenue forecast. First-quarter subscription revenue rose 22% to $3.67 billion. Short interest in the stock stood at 2.9%, with shares down about 35% this year before earnings. CEO Bill McDermott highlighted growing demand for AI products, raising the 2026 AI sales target to at least $1.5 billion.
22 April 2026
····
ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML CEO Christophe Fouquet told investors the company will not be a bottleneck for chipmakers in 2026 after boosting capacity and productivity. ASML last week raised its 2026 sales forecast to 36–40 billion euros following first-quarter sales of 8.8 billion euros and net income of 2.8 billion euros. Risks remain from U.S. export controls on China and the pace of next-generation EUV tool adoption.
22 April 2026
··
IBM Earnings Today: Red Hat, Confluent and AI Risk Put a $15.6 Billion Quarter in Focus

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

IBM will report first-quarter results Wednesday after markets close, with analysts expecting adjusted earnings of $1.81 per share on $15.6 billion in revenue. Investors are watching for signs that software growth, boosted by the $11 billion Confluent acquisition in March, can support a higher 2026 outlook. Red Hat’s performance and updated guidance are in focus. Several analysts cut price targets ahead of the report but kept positive ratings.
22 April 2026
·····
Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet

Broadcom Stock Nears Record as Google AI Chip Push Fuels AVGO Breakout Bet

Broadcom shares jumped over 4% Wednesday, trading near a record $420, after Google unveiled new TPU 8t and TPU 8i AI chips. Broadcom recently disclosed a long-term deal to supply Google with custom TPUs and networking components through 2031. The company reported $19.31 billion in fiscal Q1 revenue, with AI revenue up 106% to $8.4 billion. Investors remain divided over valuation and margin pressures.
22 April 2026
···
SoundHound AI Stock Rebounds After $43 Million LivePerson Deal as Investors Reassess the Selloff

SoundHound AI Stock Rebounds After $43 Million LivePerson Deal as Investors Reassess the Selloff

SoundHound AI shares rose 3.8% in premarket trading after announcing a $43 million all-stock deal to acquire LivePerson. The merger would unite 25 Fortune 100 customers and a network handling 1 billion messages monthly. SoundHound expects the combined company to be debt-free at closing and forecasts 2027 revenue of at least $350 million. The deal requires LivePerson shareholder and regulatory approvals.
22 April 2026
···
GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova Lifts 2026 Forecast as AI Data-Center Power Demand Drives Orders

GE Vernova raised its 2026 revenue forecast to $44.5–$45.5 billion after first-quarter orders surged to $18.3 billion, driven by data center demand. Revenue climbed 16% to $9.34 billion, while net income hit $4.75 billion, boosted by $4.5 billion in M&A gains. The electrification unit booked $2.4 billion in data center orders, surpassing last year’s total. Wind unit revenue dropped 23%, posting a $382 million EBITDA loss.
22 April 2026
····
Nokia Q1 Earnings Preview: AI Push Meets North America Test

Nokia Q1 Earnings Preview: AI Push Meets North America Test

Nokia will report first-quarter results Thursday, with analysts expecting €253 million in adjusted operating profit on €4.56 billion in sales. The company will debut a new reporting structure with expanded segment detail. Consensus sees adjusted EPS at €0.04, up from €0.03 a year ago. Recent deals with TIM Brasil, Deutsche Telekom, and Orange highlight Nokia’s push into AI-driven network infrastructure.
21 April 2026
···
NVIDIA Corporation Shares Slip as Google’s AI Chip Push Tests Inference Lead

NVIDIA Corporation Shares Slip as Google’s AI Chip Push Tests Inference Lead

Nvidia shares dropped $1.98 to $200.08 Tuesday after reports that Google is in talks with Marvell Technology on new AI chips. The move comes ahead of Google Cloud Next and highlights ongoing efforts by major cloud providers to reduce reliance on Nvidia processors. Nvidia’s market value stood at about $4.53 trillion after the decline. Google and Marvell did not comment on the reported discussions.
21 April 2026
··
Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon to Invest Up to $25 Billion More in Anthropic as Claude Maker Commits $100 Billion to AWS

Amazon will invest up to $25 billion more in Anthropic, starting with $5 billion, as the AI startup commits to spend over $100 billion on AWS over the next decade. Anthropic will lock in up to 5 gigawatts of Amazon Trainium chip capacity, with nearly 1 gigawatt online by the end of 2026. The deal follows surging demand for Anthropic’s Claude models, which now generate over $30 billion in annualized revenue.
21 April 2026
···
Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet Stock Slips as Google-Marvell AI Chip Talks Put Spending, Earnings in Focus

Alphabet shares fell 0.9% to $338.45 Monday after reports Google is in talks with Marvell Technology to develop two AI chips, despite ongoing investor concerns over a projected $175–$185 billion 2026 spending bill. Marvell stock rose 6.1% while Broadcom dropped 2.4%. Alphabet reports first-quarter results April 29. Google and Marvell declined to comment.
20 April 2026
······
Meta Q1 2026 Earnings Set for April 29 as Ad Growth Faces AI Spending Test

Meta Q1 2026 Earnings Set for April 29 as Ad Growth Faces AI Spending Test

Meta Platforms will report first-quarter earnings after markets close April 29, with a conference call set for 2:30 p.m. Pacific. Shares fell 2.3% midday Monday. Analyst Justin Post expects Meta to beat estimates, forecasting $56 billion in revenue and $7.44 EPS for the March quarter. Meta recently extended its AI chip deal with Broadcom through 2029 and faces rising energy costs and new European regulatory scrutiny.
20 April 2026
··
Oracle Stock Holds After AWS Tie-Up as Investors Reassess the AI Bet

Oracle Stock Holds After AWS Tie-Up as Investors Reassess the AI Bet

Oracle shares slipped 0.2% to $174.75 Monday after investors questioned whether its expanded partnership with Amazon Web Services will drive sustained AI revenue. The company plans to connect its Interconnect service with AWS later this year, but the stock remains far below last September’s record high. Oracle recently raised its 2027 revenue target to $90 billion. Analysts warn data transfer fees and power supply remain concerns.
20 April 2026
···
Microsoft Stock Faces a Make-or-Break Earnings Test as Wall Street Splits on AI Spending

Microsoft Stock Faces a Make-or-Break Earnings Test as Wall Street Splits on AI Spending

Microsoft shares fell 1.3% to $417.23 Monday, remaining about 23% below their October 2025 peak ahead of the company’s April 29 earnings report. Microsoft’s December quarter revenue rose 17% to $81.3 billion, but capital spending jumped 66% to $37.5 billion, raising investor concerns. Cloud giants are expected to spend $635 billion this year, with Microsoft, Alphabet, and Meta all reporting results April 29.
20 April 2026
····
AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD shares fell 1.4% to $274.61 in late-morning New York trading Monday after last week’s record highs. Bank of America and Stifel raised their price targets to $310 and $320, citing growing AI infrastructure demand for CPUs. AMD’s partnership with Meta could be worth up to $60 billion over five years. First-quarter results are due May 5.
20 April 2026
····
Intel Stock Pulls Back From 25-Year High Ahead of Earnings as AI CPU Bet Faces Test

Intel Stock Pulls Back From 25-Year High Ahead of Earnings as AI CPU Bet Faces Test

Intel shares dropped 3.5% to $66.08 on Monday, retreating from Friday’s 24-year high ahead of its April 23 earnings report. Investors are watching for signs that AI demand for server CPUs is expanding beyond Nvidia’s GPUs. Intel faces ongoing foundry losses, with its contract chipmaking arm losing $10.32 billion in 2025 despite higher revenue.
20 April 2026
····
Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom shares fell 1.7% Monday after Reuters reported Google is in talks with Marvell Technology on two new AI chips, raising questions about Broadcom’s custom-silicon relationship with Google. Marvell stock rose 4.3%. Broadcom recently announced long-term AI chip deals with Google and Meta, and reported first-quarter AI revenue up 106% to $8.4 billion.
20 April 2026
····
1 2 3 … 167

Stock Market Today

  • AST SpaceMobile Gains on FCC Nod; Adobe Launches $25B Buyback; Best Buy CEO Departure Sparks Sell-Off
    April 23, 2026, 9:16 AM EDT. AST SpaceMobile shares climbed 5.8% following Federal Communications Commission approval for its satellite cellular broadband plan. Adobe announced a $25 billion stock buyback, prompting a 3.5% rise in its shares. Boston Scientific shares surged 11.7% after reporting first-quarter fiscal 2026 revenues of $5.2 billion, slightly surpassing analyst estimates. Conversely, Best Buy shares dropped 4.6% after CEO Corie Barry announced her departure. Zacks Investment Research highlighted AST SpaceMobile as a top pick in the satellite communications sector, projecting strong revenue growth amid a booming space industry. This mix of regulatory, executive, and financial news drove varied market reactions among these key firms on April 23, 2026.

Latest article

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

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

23 April 2026
Amazon shares rose 2.18% to $255.36 after the company expanded its partnership with Anthropic, which committed to spend over $100 billion on AWS over 10 years. Amazon will invest $5 billion in Anthropic now, with a possible $20 billion more tied to milestones. The deal comes ahead of Amazon’s first-quarter earnings on April 29. Analysts raised price targets, citing stronger AWS prospects.
Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

Nvidia Stock Today: NVDA Rises as Google Unveils New AI Chips, Still Backs Vera Rubin

23 April 2026
Nvidia shares rose 1.3% to $202.50 premarket after Google launched new TPU 8 AI chips and announced it will offer Nvidia’s Vera Rubin NVL72 server platform. Alphabet kept its 2026 spending plan at $175 billion to $185 billion. SK Hynix reported AI memory demand outstripping supply. Broadcom signed a deal to supply Google’s custom AI chips through 2031.
Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

Microsoft Stock Falls Ahead of Earnings as $18 Billion Australia AI Bet Runs Into Fresh Wall Street Doubts

23 April 2026
Microsoft shares fell about 2% in premarket trading Thursday after announcing a A$25 billion ($17.9 billion) AI investment in Australia, its largest ever in the country. The drop followed sector-wide declines sparked by IBM and ServiceNow growth concerns. Microsoft’s plan includes Azure AI infrastructure, cybersecurity, and training three million Australians by 2028. Investors await April 29 earnings for signs AI spending is boosting cloud growth.
Go toTop