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📈 AI Stock News — 2026-04-13 06:15

Key Movers

• NVDA — ~$188, +2.6% on April 11. Down ~5% YTD but CES guidance raised Blackwell/Rubin orders past $500B through end of 2026. AI infrastructure spending remains the tailwind. (Yahoo Finance)

• META — ~$574, down ~13% YTD (28% off Sept 2025 ATH). Massive $21B expanded deal with CoreWeave for AI cloud capacity through 2032 — total partnership now $35B. Q1 earnings due April 29 with revenue guided at $53.5-56.5B. Capex this year: $115-135B. (CNBC)

• PLTR — Dropped 7% on April 9 after Michael Burry warned "Anthropic Is Eating Palantir's Lunch." Analyst Dan Ives pushed back on the narrative. Market cap ~$312B, 70%+ YoY revenue growth. Down ~17% YTD. (PressQouta)

• IONQ — +4.2% after announcing expanded partnerships in healthcare and logistics. Plummeted 24.9% in March but showing recovery. Next earnings: May 13. (Motley Fool)

• MSFT — Down 23% YTD, worst among Mag 7. Insider selling elevated across big tech — $16.1B more sold than purchased by insiders at NVDA, AAPL, GOOGL, MSFT, AMZN over trailing two years. (Motley Fool)

• SMCI — Trading ~$37.50. Consensus Hold rating from 14 analysts (April 11). Split views: 35% buy-side vs 14% sell-side. (Public.com)

Analyst Actions

• SOUN carries Strong Buy consensus with 115%+ projected upside, though down 33% YTD. (TipRanks)
• Jefferies raised SanDisk (SNDK) price target to $1,000 from $700 — Buy maintained (April 10). Memory/storage benefiting from AI demand.

Macro Context

• S&P 500 (-0.11%), Dow (-0.13%), Nasdaq (+0.18%) on April 10. Surface calm but internal breadth deteriorated — narrow AI/semiconductor leadership masking broader weakness. (Market Scholars)
• AI infrastructure buildout outpacing the stocks of the builders: Vertiv +61.8% YTD, TSMC +13.7%, ASML +22.1% vs. big tech AI names mostly in the red.
• Shiller P/E remains elevated — market entered 2026 at second-priciest valuation in 155 years.
• Geopolitical overhang and "peak AI capex" fears driving rotation from growth into value.

Watch Today

• META — Q1 earnings on April 29 is the next catalyst. The $35B CoreWeave partnership signals conviction in AI infrastructure, but the stock sits 28% off highs. Any pre-earnings positioning could drive volatility.
• PLTR — The Burry "Anthropic eating their lunch" narrative vs. bullish analyst pushback creates a tug-of-war. Watch for institutional flow direction after last week's 7% drop.

Sources:
- [Motley Fool — AI Market Mixed Signals](https://www.fool.com/investing/2026/04/12/artificial-intelligence-ai-stock-market-mixed-nvda/)
- [CNBC — Meta CoreWeave $21B Deal](https://www.cnbc.com/2026/04/09/meta-commits-to-spending-additional-21-billion-with-coreweave-.html)
- [Motley Fool — $16B Insider Selling Warning](https://www.fool.com/investing/2026/04/07/nvda-aapl-googl-amzn-msft-send-16-billion-warning/)
- [Market Scholars — April 10 Outlook](https://www.marketscholars.com/market-outlook-april-10-2026/)
- [Motley Fool — IonQ Analysis](https://www.fool.com/investing/2026/04/12/ionq-stock-still-looks-broken-but-the-story-may-be/)
- [TipRanks — SOUN vs PLTR](https://www.tipranks.com/news/soundhound-soun-vs-palantir-pltr-which-ai-stock-could-double-in-2026)