AMD $AMD climbed more than 12% after Intel's Q1 beat and above-consensus Q2 outlook pushed investors to reprice CPU demand in the AI buildout. CNBC said the move also followed a D.A. Davidson upgrade to buy with a $375 target, implying about 22% upside from the prior close.
IBM $IBM fell 6% in extended trading after first-quarter adjusted EPS of $1.91 and revenue of $15.92B beat expectations of $1.81 and $15.62B. The stock reaction turned negative because management kept its 2026 outlook unchanged instead of raising targets after a 9% revenue gain.
Google is signaling that enterprise AI is moving from demos to operational scale. In its April 22 Cloud Next update, the company said customer API traffic has risen to more than 16 billion tokens per minute and that just over half of its 2026 machine-learning compute investment will go to the Cloud business.
The case matters because it goes to who controls a frontier model after deployment in classified systems. In an April 22 filing described by AP, Anthropic told a U.S. appeals court that it cannot manipulate Claude once the model is inside Pentagon networks, pushing back on the government's supply-chain-risk label.
This round matters because enterprise AI still breaks when models hit untrusted business data. Omni raised $120M at a $1.5B valuation, arguing that governed analytics and permissions, not another chat surface, are the missing layer for AI agents.
Intel $INTC rose about 20% after reporting adjusted EPS of $0.29 on $13.58B of Q1 revenue, versus LSEG expectations of $0.01 and $12.42B. Data-center revenue rose 22% and second-quarter guidance also topped the Street.
Texas Instruments $TXN gained 19% after first-quarter revenue rose 19% to $4.83B and EPS reached $1.68, beating LSEG estimates of $4.53B and $1.27. Management said data-center demand surged about 90% year over year and guided the second quarter above consensus.
A high-scoring r/StockMarket post surfaced Amazon $AMZN's expanded Anthropic deal: $5B immediately, up to $20B more, and more than $100B of AWS commitments over 10 years.
HN pushed this past 400 comments because the story was not just nostalgia. It asked what evidence of student thinking should look like when AI can produce the polished draft.
TNW reports that Google is discussing two AI chips with Marvell: a memory processing unit and an inference-focused TPU. No contract is signed yet, but the talks show how serving models, not just training them, is driving custom silicon strategy.
Axios reports the NSA is using Anthropic's Mythos Preview even as Pentagon officials call the company a supply-chain risk. The clash puts AI safety limits, federal cyber demand, and procurement politics in the same room.
Tesla expanded its robotaxi service to Dallas and Houston, extending its Texas footprint while public tracker data still points to a small, closely watched fleet outside Austin.