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Artificial Intelligence 23 April 2026 - 25 April 2026

Corning Incorporated Just Opened a Financing Door After Its AI Stock Surge

Corning Incorporated Just Opened a Financing Door After Its AI Stock Surge

Corning filed an automatic shelf registration late Friday, allowing it to offer debt and equity securities in the future. The move comes as GLW shares hit $179.08 intraday before closing at $175.89, ahead of its April 28 earnings call. The filing did not specify an offering size. Corning has recently secured a multi-billion dollar fiber-optic deal with Meta Platforms and plans to expand capacity in North Carolina.
25 April 2026
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Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta has signed a multiyear deal worth billions to use Amazon Web Services’ Graviton5 chips for AI, deploying tens of millions of cores. Meta plans 2026 capital spending of up to $135 billion and will cut about 8,000 jobs, with layoffs effective May 20. Meta shares rose $16.87 to $676.02 near the U.S. close; Amazon gained $8.87 to $263.95. Meta will report first-quarter results after the market closes April 29.
24 April 2026
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CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO’s $35.8 Million Stock Sale Tests AI Cloud Rally

CoreWeave CEO Michael Intrator sold $35.8 million in company shares this week, according to an SEC filing, after the stock’s sharp rise. The sale, under a pre-set trading plan, involved 307,693 shares at prices between $114.71 and $120.33. Shares traded at $112.46 Friday, down 4.2%. Chief strategy officer Brian Venturo also disclosed $130.4 million in sales by related entities.
24 April 2026
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Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Why Cadence Stock Is Back in Focus Before Earnings as TSMC AI Chip Push Builds

Cadence shares rose 5.2% to $330.66 Friday, rebounding after a 5.21% drop Thursday. The move followed news that Cadence expanded its AI chip design collaboration with TSMC, covering advanced process nodes. Investors await Cadence’s first-quarter earnings report Monday. Rosenblatt reiterated a Buy rating and set a $360 price target.
24 April 2026
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Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door

Tempus AI Stock Faces a New Test as USC Deal Opens a 1.5 Million-Visit Door

Tempus AI Inc. announced a collaboration with the Keck School of Medicine of USC to integrate its molecular testing and trial-matching tools into USC’s health system, covering over 1.5 million patient visits annually. Financial terms were not disclosed. Tempus shares traded at $51.70 midday Friday, valuing the company at about $9 billion. The partnership will initially focus on precision oncology across USC hospitals and clinics.
24 April 2026
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IREN Stock Faces May 7 Test as AI Data Center Pivot, Microsoft Deal and $6 Billion Share-Sale Risk Collide

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

IREN Limited will report fiscal third-quarter results on May 7 after its shares rose 7.5% to $52.02, bucking a broader market decline. The company, once focused on bitcoin mining, now faces scrutiny over its AI data center expansion and large contracts, including a $9.7 billion deal with Microsoft. IREN’s AI Cloud Services revenue more than doubled last quarter but remains far below mining revenue.
24 April 2026
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Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Palantir’s $1.1 Billion Test: Swiss Bank Defends Stake as AI Contractor Wins New U.S. Work

Swiss National Bank Chairman Martin Schlegel defended the bank’s $1.1 billion stake in Palantir after Minneapolis activists urged a sale over the company’s work with U.S. immigration authorities. The SNB held 6.24 million Palantir shares at the end of 2025. Palantir shares fell 7.24% Thursday after a previous gain. Shareholders will vote June 3 on proposals for more human rights oversight.
24 April 2026
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AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

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

AMD shares jumped over 7% in U.S. premarket trading Friday, boosted by strong AI-driven demand for server CPUs following Intel’s earnings report. Premarket prices suggested AMD’s market value could surpass $500 billion, up from $497.79 billion at Thursday’s close. Intel’s Data Center and AI revenue rose 22% to $5.1 billion last quarter. AMD is set to report its own quarterly results on May 5.
24 April 2026
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Intel Stock Eyes a Record as AI Data Centers Put CPUs Back in Play

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

Intel forecast second-quarter revenue of $13.8 billion to $14.8 billion, topping analyst estimates after first-quarter sales rose 7% to $13.6 billion. Shares jumped 28% in premarket trading. Tesla plans to use Intel’s 14A process for its Terafab AI chip project, marking Intel Foundry’s first major outside customer. The data center and AI unit reported $5.1 billion in revenue, up 22% from a year ago.
24 April 2026
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Nvidia’s Nuclear AI Deal Puts Oklo Stock Back in Focus

Nvidia’s Nuclear AI Deal Puts Oklo Stock Back in Focus

Oklo said it will work with Nvidia and Los Alamos National Laboratory on AI-based nuclear fuel validation and infrastructure at Los Alamos. Oklo shares rose 5.5% to $76.46 after the announcement, while Nvidia fell 1.4%. The agreement comes as data centers drive a rise in U.S. electricity demand, according to the Energy Information Administration. Financial terms were not disclosed.
24 April 2026
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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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Stock Market Today

  • TSX Stock Poised for 22% Upside as Alternative Energy Gains Amid U.S.-Israel-Iran Conflict
    April 24, 2026, 6:03 PM EDT. David Rosenberg of Rosenberg Research highlights a rebound in alternative energy stocks due to the U.S.-Israel-Iran tensions. The conflict reinforces energy security as a crucial priority, easing negative sentiment around clean energy. Investors are advised to manage geopolitical risks within portfolios rather than making hasty trades. Opportunities span beyond energy generation to batteries, grid modernization, and energy storage. Commodities linked to renewables include copper, uranium, lithium, nickel, and rare earth metals. Rosenberg recommends ETFs such as IBAT, ICLN, COPX, BASE, CPCC, REMX, and URA for exposure. The iShares Global Clean Energy ETF (ICLN) has surged nearly 10% since the conflict began. These developments present renewable energy not only as a growth area but also as a diversifier and hedge for investors.

Latest article

Corning Incorporated Just Opened a Financing Door After Its AI Stock Surge

Corning Incorporated Just Opened a Financing Door After Its AI Stock Surge

25 April 2026
Corning filed an automatic shelf registration late Friday, allowing it to offer debt and equity securities in the future. The move comes as GLW shares hit $179.08 intraday before closing at $175.89, ahead of its April 28 earnings call. The filing did not specify an offering size. Corning has recently secured a multi-billion dollar fiber-optic deal with Meta Platforms and plans to expand capacity in North Carolina.
Magnachip Semiconductor Stock Jumps 23% as New BatteryFET Puts Q1 Earnings in Focus

Magnachip Semiconductor Stock Jumps 23% as New BatteryFET Puts Q1 Earnings in Focus

24 April 2026
Magnachip Semiconductor’s U.S.-listed shares jumped 23% late Friday to $5.25 ahead of its April 28 earnings report. The company this week launched two 8th-generation 12V MOSFETs for smartphone battery protection, with one already in mass production for a major global smartphone maker. Magnachip has guided for Q1 revenue of $44–$48 million and a gross margin of 14–16%. Analysts expect a loss of 22 cents per share.
HCA Healthcare Stock Drops Despite Profit Beat As Weak Volumes Rattle Investors

HCA Healthcare Stock Drops Despite Profit Beat As Weak Volumes Rattle Investors

24 April 2026
HCA Healthcare shares dropped 8.8% to $432.46 after first-quarter profit narrowly beat estimates but showed weaker patient volumes and payer-mix concerns. Revenue rose 4.3% to $19.1 billion, net income hit $1.62 billion, and adjusted EBITDA climbed 1.9% to $3.8 billion. Respiratory admissions fell 42% year-over-year. HCA reaffirmed its 2026 financial guidance.
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