Today: 27 April 2026
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Artificial Intelligence 26 April 2026 - 27 April 2026

Sandisk Stock Hits Record As AI Memory Bets Put Earnings In Crosshairs

Sandisk Stock Hits Record As AI Memory Bets Put Earnings In Crosshairs

Sandisk shares jumped 7.4% to a record $1,063.55 Monday after Melius Research initiated coverage with a Buy rating and $1,350 target. Trading volume reached nearly 9.6 million shares. The company reports fiscal third-quarter results April 30, with options markets pricing in a 16.57% implied move. Sandisk joined the Nasdaq-100 Index on April 20.
27 April 2026
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Nokia Oyj Stock’s AI Run Gets Fresh Wall Street Jolt as Targets Rise

Nokia Oyj Stock’s AI Run Gets Fresh Wall Street Jolt as Targets Rise

Nokia shares closed up 3.69% in Helsinki at 9.276 euros after analyst upgrades and strong first-quarter results, with U.S. shares rising 2.6%. The company reported a 54% jump in comparable operating profit to 281 million euros and a 49% increase in sales to AI and cloud customers. Nokia raised its 2026 Network Infrastructure sales growth target to 12%-14%. The first dividend instalment went ex-dividend Monday at 0.04 euros per share.
27 April 2026
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Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Microsoft’s $357 Billion Question: Can Azure Prove AI Spending Is Paying Off?

Microsoft will report fiscal Q3 results Wednesday, with focus on Azure growth and AI spending after a $357 billion market value loss last quarter. A new Microsoft-OpenAI deal announced Monday makes Microsoft’s OpenAI license non-exclusive and changes revenue-sharing terms. Analysts expect revenue near $81.4 billion. Microsoft guided for Azure and other cloud services growth of 37% to 38%, down from 39% last quarter.
27 April 2026
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Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet Stock Faces $185 Billion AI Test as Earnings Put Google Cloud in Focus

Alphabet will report first-quarter results after markets close Wednesday, with options pricing suggesting a possible 5% stock move by week’s end. Visible Alpha estimates revenue at $106.97 billion, up 19% from a year ago, and earnings per share at $2.73, down 3 cents. Investors are watching if heavy AI and data-center spending is driving growth in Google Cloud and Search.
27 April 2026
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Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Stock Gets a $7.5 Billion AI Lease. Now Comes the Build-Out Test

Applied Digital Corp. signed a $7.5 billion, 15-year lease with an unnamed U.S. hyperscaler for 300 megawatts at its Delta Forge 1 campus, pushing total contracted lease revenue above $23 billion. The campus is set to begin operations in mid-2027. Shares rose over 12% after the announcement. The company ended its fiscal third quarter with $2.1 billion in cash and $2.7 billion in debt.
27 April 2026
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SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI Stock Faces A $500 Million LivePerson Test As Wedbush Stays Bullish

SoundHound AI shares fell 1.4% to $8.08 in early Nasdaq trading Monday after announcing an all-stock deal to buy LivePerson for about $43 million in equity value. The acquisition, expected to close in the second half of 2026, would combine SoundHound’s voice AI with LivePerson’s messaging platform, pending regulatory approval.
27 April 2026
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Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta Stock Faces $125 Billion AI Test as Bulls Float $1,000-Plus Targets

Meta shares rose to $675.03 ahead of first-quarter earnings due April 29, valuing the company at $1.74 trillion. Meta has guided for Q1 revenue of $53.5–$56.5 billion and 2026 capital expenditures of up to $135 billion. Analysts project share prices could top $1,000 in coming years, but warn of regulatory and spending risks. Meta recently announced expanded use of Amazon Web Services for AI infrastructure.
27 April 2026
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China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China Blocks Meta’s $2 Billion Manus Deal, Escalating the Fight Over AI Talent

China’s National Development and Reform Commission ordered Meta to unwind its $2 billion acquisition of AI startup Manus, citing foreign investment security rules. Meta had completed the deal in December, with Manus staff and assets already moved to Singapore. The order comes days before a planned Trump-Xi meeting in Beijing. Meta said it complied with all laws and expects a resolution.
27 April 2026
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Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

A $16 billion Michigan data-center financing tied to Oracle and OpenAI closed Friday, as Wedbush’s Dan Ives issued a buy call on Oracle despite investor concerns over AI spending. Oracle shares traded at $173.28 premarket Monday, down 1.7%. Fiscal Q3 revenue rose 22% to $17.2 billion; cloud infrastructure revenue climbed 84%. Oracle projects $67 billion in fiscal 2026 revenue and $50 billion in capital expenditures.
27 April 2026
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POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

POET Technologies Stock Jumps 108% as Marvell AI Order Puts Optics Firm in Play

POET Technologies shares rose to $16.40 in premarket trading Monday after more than doubling last week, following management’s confirmation of orders from Marvell Technology. The company reported a $5 million production order for its Infinity optical engines and expects some deliveries next quarter. POET posted a $42.7 million net loss for the fourth quarter. Marvell acquired Celestial AI, a POET customer, in February.
27 April 2026
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Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom entered Monday with a $2.05 trillion valuation, driven by demand for custom AI chips and a key supply deal with Google for future Tensor Processing Units. Shares traded at $422.76 before the U.S. open. Fiscal first-quarter revenue rose 29% to $19.31 billion, with AI semiconductor revenue up 106% to $8.4 billion. Broadcom is now a top holding in several Vanguard ETFs following recent fund splits.
27 April 2026
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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 and Related Digital secured financing for a $16 billion Oracle AI data center campus in Saline Township, Michigan. The package includes equity from Related Digital and Blackstone, plus long-term debt anchored by PIMCO-managed funds. The project faces local and regulatory pushback over electricity, water use, and transparency. The campus will feature three data center buildings with over one gigawatt of capacity.
26 April 2026
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Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

Bloom Energy Stock Faces a Big Test as BlackRock’s 8.2% Stake Meets Oracle AI Power Bet

BlackRock disclosed an 8.2% passive stake in Bloom Energy, holding 22.9 million Class A shares, according to an amended SEC filing signed April 24. The disclosure comes ahead of Bloom’s first-quarter results on April 28, with focus on its 2.8-gigawatt fuel-cell deal with Oracle. Bloom shares closed Friday at $231.17, down 2.7%. Analyst targets shifted after the Oracle agreement, with Jefferies, Citi, and UBS raising estimates.
26 April 2026
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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 acted as structuring agent and financial advisor on a $16 billion financing for an Oracle-linked data center in Saline Township, Michigan. The bank sold $14 billion in bonds for the project, with Blackstone contributing $2 billion in equity. PIMCO bought about $10 billion of the bonds. Local opposition over power use and environmental impact continues.
26 April 2026
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AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT underwriters bought 1.28 million additional shares at $64.25 each, raising $82.5 million and bringing total gross proceeds to about $632.5 million. The funds will expand indium phosphide wafer capacity at Beijing Tongmei, its China-based subsidiary. AXT expects first-quarter revenue of $26–28 million and a net loss of up to $2.6 million. Shares closed at $76.16 on April 24.
26 April 2026
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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 fell 6.9% to $12.665 after expanding its stock-sale program to $51.4 million. The company reported 2025 net sales of $236,855 and a net loss of $20.3 million, with no significant commercial revenue expected before 2027. Lightwave has sold 8.08 million shares for $35 million under the program. Recent partnerships include GlobalFoundries and Tower Semiconductor for silicon photonics development.
26 April 2026
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Duolingo Stock’s Next Big Test Is One Week Away as AI Bet Draws Fresh Scrutiny

Duolingo Stock’s Next Big Test Is One Week Away as AI Bet Draws Fresh Scrutiny

Faruqi & Faruqi said Sunday it is investigating potential claims against Duolingo Inc. after the company’s stock fell sharply following its pivot to user growth and AI investment. Duolingo’s shares closed Friday at $103.45, far below their 52-week high of $544.93. The company will report first-quarter results on May 4. Goldman Sachs recently cut its price target on Duolingo to $100.
26 April 2026
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Stock Market Today

  • ImmunityBio's Anktiva Sets Sales Baseline Ahead of Key 2026 Bladder Cancer Trial
    April 27, 2026, 2:25 PM EDT. ImmunityBio's (IBRX) Anktiva, approved in April 2024 for bladder cancer, drives the company's commercial momentum. The drug generated $113 million in product revenue in 2025, surging from $14.7 million in 2024. Quarterly sales accelerated 20% sequentially in Q4 2025, signaling strong physician adoption with repeat prescribing. A permanent J-code in 2025 eased reimbursement, facilitating broader U.S. uptake. Looking ahead, ImmunityBio aims to expand Anktiva's use earlier in bladder cancer treatment by targeting additional non-muscle invasive bladder cancer (NMIBC) populations. The pivotal QUILT-2.005 trial, comparing Anktiva plus BCG to BCG alone in BCG-naïve NMIBC patients, will be critical in 2026 to potentially enlarge the eligible patient base and grow sales further.

Latest article

Sandisk Stock Hits Record As AI Memory Bets Put Earnings In Crosshairs

Sandisk Stock Hits Record As AI Memory Bets Put Earnings In Crosshairs

27 April 2026
Sandisk shares jumped 7.4% to a record $1,063.55 Monday after Melius Research initiated coverage with a Buy rating and $1,350 target. Trading volume reached nearly 9.6 million shares. The company reports fiscal third-quarter results April 30, with options markets pricing in a 16.57% implied move. Sandisk joined the Nasdaq-100 Index on April 20.
Nokia Oyj Stock’s AI Run Gets Fresh Wall Street Jolt as Targets Rise

Nokia Oyj Stock’s AI Run Gets Fresh Wall Street Jolt as Targets Rise

27 April 2026
Nokia shares closed up 3.69% in Helsinki at 9.276 euros after analyst upgrades and strong first-quarter results, with U.S. shares rising 2.6%. The company reported a 54% jump in comparable operating profit to 281 million euros and a 49% increase in sales to AI and cloud customers. Nokia raised its 2026 Network Infrastructure sales growth target to 12%-14%. The first dividend instalment went ex-dividend Monday at 0.04 euros per share.
Domino’s Pizza Stock Sinks 10% After Weak Sales Outlook Signals a Tougher Value Fight

Domino’s Pizza Stock Sinks 10% After Weak Sales Outlook Signals a Tougher Value Fight

27 April 2026
Domino’s Pizza shares fell nearly 10% after the company cut its 2026 comparable-sales outlook, citing weak demand and tougher competition. U.S. same-store sales rose 0.9% in the first quarter, missing estimates, while international same-store sales slipped 0.4%. Revenue increased 3.5% to $1.15 billion, but net income dropped 6.6% to $139.8 million. The board approved another $1 billion in share buybacks.
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