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At Google Cloud Next on April 22, Alphabet debuted two new tensor processing units — the TPU 8t (training) and TPU 8i (inference) — in a direct shot at Nvidia's dominance. Alongside the silicon, Google announced a $1B cloud partnership with Merck and a $750M fund to accelerate enterprise AI adoption. Anthropic committed to multi-gigawatt TPU usage. GOOGL rose ~2% on the day.
Source: The Motley Fool — link
Micron closed at $487.48, up 8.48%, after telling investors it can meet only 50–67% of high-bandwidth memory (HBM) demand over the medium term. HBM supply is fully booked through 2026 via long-term deals with Nvidia and other AI chip customers. Goldman Sachs boosted FY2026 EPS estimates ~19% above consensus; Wall Street now forecasts 605% EPS expansion for the year. Stock is up 540% over the past 12 months.
The Nasdaq Composite jumped 1.64% to 24,657 on April 22, a record close. The S&P 500 rose 1.03% to 7,137. The rally has two fuel sources: the "Anthropic Mythos effect" (Nasdaq 100 up ~10% since the April 7 restricted-release announcement) and the U.S.–Iran ceasefire extension, which ignited a risk-on bid. Per JPMorgan, 66% of S&P 500 AI stocks have outperformed since Mythos launched.
Source: Axios — link
CoreWeave climbed to $122.54 on April 22 (+7.68%). The AI cloud infrastructure company is riding the Jane Street $6B cloud commitment (announced ~April 15) and the successful close of a $1B offering of 9.75% Senior Notes due 2031. Analysts cite a revenue backlog potentially approaching $100B. One of the hottest post-IPO stories of 2026.
TSMC's Q1 results (revenue $35.9B, +41% YoY; gross margin 66.2%) remain a key sentiment anchor. Management raised full-year 2026 revenue guidance from "mid-20% y/y growth" to "above 30% y/y" and steered capex toward the high end of $52–56B. Q2 guidance of $39.0–40.2B implies ~10% sequential growth. The clearest signal that hyperscaler AI infrastructure spend is accelerating, not plateauing.
Source: Seeking Alpha — link
KeyBanc upgraded CRWD from Sector Weight to Overweight on April 21 with a $525 price target (~21% upside from Monday's $433 close). The analyst cited surging demand for AI-enhanced cybersecurity, specifically calling out the Anthropic Mythos vulnerability disclosures as a catalyst driving enterprise security budgets higher. CRWD rose ~4% across April 21–22.
SoundHound announced on April 21 an all-stock acquisition of LivePerson (equity value $43M, ~22% premium; total EV ~$250M including debt restructuring). The deal combines SoundHound's voice agentic AI with LivePerson's 1B-messages/month digital messaging platform. Wedbush endorsed the strategic fit. Projected combined revenue of $350–400M by 2027 with $500M cross-sell opportunity. Expected to close H2 2026.
Super Micro Computer continues to bleed. Following the March 19 DOJ indictment alleging a $2.5B scheme to smuggle Nvidia AI servers to China via shell companies, multiple securities fraud class actions have now been filed (naming CEO Charles Liang and CFO David Weigand). SMCI trades 48% below analyst consensus targets and is down 16% over the past month. An independent board investigation is ongoing. Co-founder Yih-Shyan Liaw remains on administrative leave.
Source: Simply Wall St — link
Palantir is trading at ~$146, rebounding ~8% from mid-April lows near $135. The defense AI narrative is strengthening with a recent $300M USDA contract and Citi's upgrade to Buy. Analysts have a consensus Buy rating with an average PT of ~$197 (35% upside). All eyes on May 4 Q1 earnings — consensus EPS $0.28. The Iran conflict backdrop has put defense-facing AI names firmly in play.
The macro backdrop for AI infrastructure: combined 2026 capex from Amazon ($200B), Alphabet ($185B), Microsoft ($145B), and Meta ($135B) is approaching $700B — up 60%+ from 2025's already-historic levels. Roughly 75% (~$450B) is AI-specific. This spend underpins every name on this list, from TSMC's raised guidance to Micron's memory shortage to CoreWeave's booming backlog. Some analysts are flagging free-cash-flow strain (Morgan Stanley projects Amazon FCF at -$17B), but for now the market is rewarding the spend.
Source: CNBC — link
