Today: 24 April 2026
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Artificial Intelligence 22 April 2026 - 23 April 2026

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

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

Applied Digital signed a 15-year, $7.5 billion lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 data center in Louisiana, sending shares up 12% to $36.35. The deal lifts total contracted lease revenue above $23 billion and adds a third hyperscale tenant. Initial operations at Delta Forge 1 are expected in mid-2027. The company also plans up to $600 million in new financing for expansion.
23 April 2026
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Nokia Stock Hits a 16-Year High as AI Cloud Orders Change the Story

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

Nokia shares surged to a 16-year high in Helsinki after first-quarter operating profit jumped 54% to €281 million, beating forecasts. AI and cloud customer sales rose 49%, with €1 billion in new orders. The company raised its 2026 growth outlook for Network Infrastructure but kept its full-year profit target steady. Nokia’s board approved a €0.04 per share dividend, payable May 7.
23 April 2026
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Figma Inc Sets May 14 Earnings Date as AI Competition, Board Changes Raise Stakes

Figma Inc Sets May 14 Earnings Date as AI Competition, Board Changes Raise Stakes

Figma will report first-quarter results on May 14 after U.S. markets close, amid rising competition from AI-driven rivals like Anthropic and Adobe. Director Mamoon Hamid will not seek re-election, and Anthropic’s Mike Krieger resigned from the board April 14. Figma projected 2026 revenue above analyst estimates in February, but warned in filings that AI tools could pressure growth and margins. CEO Dylan Field controls 72.3% of voting power.
23 April 2026
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Salesforce Expands Google Cloud AI Partnership as CRM Stock Slides in Software Selloff

Salesforce Expands Google Cloud AI Partnership as CRM Stock Slides in Software Selloff

Salesforce and Google Cloud expanded their AI partnership, adding integrations across Slack, Google Workspace, and Gemini Enterprise, with some features rolling out into late 2026. Salesforce shares fell about 9% Thursday amid renewed investor concerns over AI’s impact on software firms. Agentforce Sales entered open beta in Gemini Enterprise, while Gemini Enterprise in Slack remains in private preview. Over 1,400 customers are already using Gemini inside Agentforce.
23 April 2026
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IBM Stock Tumbles After Earnings Beat as Software Slowdown Reignites AI Fears

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

IBM shares fell 9.6% to $227.72 after first-quarter results showed slowing software and consulting growth, despite beating earnings estimates. The selloff spread to ServiceNow, Microsoft, and Adobe, while chip stocks rose. IBM reported $15.92 billion in revenue, up 9%, and raised its quarterly dividend to $1.69. Investors reacted to concerns over AI’s impact on older software businesses.
23 April 2026
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Arm, Caterpillar Stocks Jump as AI Trade Spreads Beyond Nvidia

Arm, Caterpillar Stocks Jump as AI Trade Spreads Beyond Nvidia

Arm Holdings jumped 5.4% and Caterpillar gained 4.2% Thursday as investors shifted focus to companies linked to data-center growth. Arm led gains among stocks highlighted by Zacks, with Apple flat and Nvidia and Meta down. Caterpillar cited rising demand for power systems from data-center clients. Arm’s new AGI CPU, developed with Meta, targets “agentic AI” and could generate $15 billion in annual revenue within five years.
23 April 2026
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IREN Stock Jumps as AI Cloud Bet Meets $6 Billion Dilution Test

IREN Stock Jumps as AI Cloud Bet Meets $6 Billion Dilution Test

IREN shares jumped 7.3% to $51.94 in New York Thursday amid debate over its shift from bitcoin mining to AI cloud services. The company plans to deploy 150,000 Nvidia GPUs by late 2026 and reported $2.8 billion in cash as of January. AI cloud revenue remains small compared to bitcoin mining, with $17.3 million last quarter. IREN can sell up to $6 billion in stock under a new SEC filing.
23 April 2026
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IBM Earnings Beat Isn’t Enough as AI Fears Slam Software Stocks

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

IBM shares dropped 9.5% Thursday despite first-quarter earnings beating estimates, as investors worried AI tools could threaten its software and consulting business. ServiceNow fell 17.5% and the iShares Expanded Tech-Software ETF lost 5.6%. IBM reported $15.9 billion in revenue, up 9%, but growth slowed from the prior quarter and guidance was unchanged.
23 April 2026
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IBM Stock Sinks After Earnings Beat as AI Fears, Flat Outlook Rattle Investors

IBM Stock Sinks After Earnings Beat as AI Fears, Flat Outlook Rattle Investors

IBM shares dropped 9.9% to $226.84 Thursday after the company beat first-quarter revenue and profit estimates but kept its 2026 outlook unchanged. Software growth slowed, and investors showed concern over AI’s impact on future software and consulting demand. The broader software sector has lagged in 2026, while semiconductor stocks have surged. IBM raised its quarterly dividend to $1.69 per share.
23 April 2026
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Google Stock Gets Fresh AI Catalyst as Alphabet Unveils Agents, Chips Before Earnings

Google Stock Gets Fresh AI Catalyst as Alphabet Unveils Agents, Chips Before Earnings

Alphabet Class A shares traded near $340 Thursday morning, valuing the company at about $4.1 trillion after Google unveiled new enterprise AI software and custom chips at its Cloud Next event. The announcements come days before Alphabet reports first-quarter earnings on April 29, with investors watching for signs that heavy AI and cloud spending will drive revenue growth.
23 April 2026
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Oracle stock slips despite Google Cloud AI push as Wall Street refocuses on spending risks

Oracle stock slips despite Google Cloud AI push as Wall Street refocuses on spending risks

Oracle shares fell as much as 3.8% in premarket trading Thursday, touching $180.40 after closing at $187.50 Wednesday. The drop followed Oracle’s expanded Google Cloud AI database rollout and came amid a broader software stock selloff. Morgan Stanley cut its price target to $207, citing uncertainty over GPU-as-a-service, financing, and margins.
23 April 2026
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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
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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
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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
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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
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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
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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
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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
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Stock Market Today

  • Air Products and Chemicals (APD) Stock Likely Overvalued After Recent Gains
    April 23, 2026, 9:10 PM EDT. Air Products and Chemicals (APD) shares have climbed 2.2% in the past week and 21.2% year-to-date, reaching around $303.65. However, a Discounted Cash Flow (DCF) analysis, which estimates a company's intrinsic value based on projected future cash flows, values APD closer to $252.16 per share. This suggests the stock is about 20.4% overvalued under current assumptions. The company currently scores 0 out of 6 on a valuation scale, highlighting potential concerns. While the stock benefits from its position in industrial gases and materials sectors, the recent price run may be ahead of fundamentals according to valuation metrics used by analysts.

Latest article

Newmont earnings today: Gold miner beats Q1 profit, adds $6 billion buyback but warns on Q2 costs

Newmont earnings today: Gold miner beats Q1 profit, adds $6 billion buyback but warns on Q2 costs

24 April 2026
Newmont reported adjusted first-quarter earnings of $2.90 per share on $7.31 billion in sales, beating estimates as realized gold prices surged to $4,900 an ounce. Attributable gold output fell to 1.30 million ounces from 1.54 million a year earlier. The miner declared a $0.26 dividend and authorized a new $6 billion share buyback. Newmont expects higher costs and lower output in the second quarter.
SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

SAP Q1 Earnings Beat Forecasts as Cloud Revenue Climbs 27% in Constant Currencies, Outlook Holds

24 April 2026
SAP reported a 17% rise in first-quarter operating profit to 2.74 billion euros and a 19% jump in cloud revenue to 5.96 billion euros, beating forecasts. The company kept its 2026 targets and full-year outlook unchanged. SAP’s U.S. shares reversed losses after the results, climbing nearly 7% in after-hours trading. Management warned cloud revenue growth will slow in the second quarter.
MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook

24 April 2026
MaxLinear forecast second-quarter revenue of $160 million to $170 million, well above Wall Street’s estimate of $137.1 million. First-quarter revenue rose 43% to $137.2 million, driven by demand for optical products in AI data centers. Shares surged over 23% to $42.47 in after-hours trading. Infrastructure revenue jumped 136% from a year earlier, becoming the company’s largest segment.
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