CoreWeave, Inc.

Microsoft Corporation

Oracle Corporation

SoftBank Corp.

NVIDIA Corporation

Advanced Micro Devices, Inc.

Broadcom Inc.

Amazon.com, Inc.

Shares of AI-related companies - from cloud service providers to chipmakers - fell in the premarket on Tuesday, April 28, due to "shock around OpenAI," as Barron's <a href="https://www.barrons.com/articles/oracle-stock-price-openai-coreweave-softbank-a2a9e1d0?mod=RTA">described the</a> situation. According <a href="https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273">to</a> The Wall Street Journal's sources, the startup failed to meet its own targets for new user acquisition and revenue, raising concerns among management about the company's ability to meet its spending commitments. This has reinforced doubts about the sustainability of the current spending pace in a sector that supports a pool of players capitalizing on the artificial intelligence boom, CNBC <a href="https://www.cnbc.com/2026/04/28/openai-reportedly-missed-revenue-targets-shares-of-oracle-and-these-chip-stocks-are-falling.html">writes</a>.

OpenAI shock: Oracle and CoreWeave collapsed, Softbank has its worst day in six months

Alphabet Inc.

Microsoft, which is a major investor and longtime partner of AI startup OpenAI, has lost exclusive access to its models and products, the companies <a href="https://openai.com/index/next-phase-of-microsoft-partnership/">announced</a>. This is a significant change that will allow the ChatGPT developer to sell its technology through competing cloud platforms including Amazon and Google, Reuters <a href="https://www.reuters.com/legal/litigation/microsoft-end-exclusive-license-openais-technology-2026-04-27/">notes</a>.

OpenAI reconsidered its relationship with partners: Microsoft lost its exclusivity

Google is investing $10 billion in Anthropic right now and will invest another $30 billion if the AI startup reaches certain targets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-04-24/google-plans-to-invest-up-to-40-billion-in-anthropic?embedded-checkout=true">reports </a>.

Google will invest up to $40 billion in Anthropic and provide AI capacity

Israel and Lebanon will extend the ceasefire for another three weeks, US President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116456113408853958">said </a>on Truth Social. The parties reached <a href="https://oninvest.com/article/izrail-i-livan-soglasovali-10-dnevnoe-prekrasenie-ogna-tramp">an</a> initial agreement on April 16, at which time it was a truce for 10 days.

Israel and Lebanon will extend truce, Trump announced. This is important for negotiations with Iran

Intel Corporation

In a very short time the situation went from despondency to euphoria, its investor commented on the company's recovery

Intel shares soared 20% after a strong report. It has started to get a return on AI

U.S. stocks accelerated their decline, with investors focused on reports indicating rising tensions between the U.S. and Iran, MarketWatch <a href="https://www.marketwatch.com/livecoverage/s-p-500-nasdaq-dow-jones-record-highs-close-donald-trump-cease-fire-iran-war-no-timeline?mod=home_lead">explains</a>.

The head of Iran's delegation to the talks walked out of it. U.S. indices intensified their decline

The European Union <a href="https://www.consilium.europa.eu/en/press/press-releases/2026/04/23/russia-s-war-of-aggression-against-ukraine-20th-round-of-stern-eu-sanctions-hits-energy-military-industrial-complex-trade-and-financial-services-including-crypto/">imposed</a> sanctions on the Russian cryptocurrency sector on April 23 - as part of a new, 20th package of measures, which Brussels called the largest in two years. As restrictions against the financial sector tighten, Russia is increasingly using cryptocurrencies for international settlements, the release explained.

EU bans transactions with Russian crypto platforms

Tesla, Inc.

Shares of Tesla turned around and went negative in extended trading on April 22, having lost all growth after the <a href="https://oninvest.com/article/akcii-tesla-vyrosli-na-4-posle-otcetnosti-cem-ona-poradovala-investorov">publication of the</a> quarterly report. At the moment quotes were falling by more than 2%. The pressure on the securities was exerted by statements of top management about a sharp increase in capital expenditures during a <a href="https://x.com/i/broadcasts/1pKdRbnagyQJW">conference call</a> with investors and analysts, Bloomberg <a href="https://www.bloomberg.com/news/live-blog/2026-04-22/tesla-first-quarter-earnings?srnd=homepage-europe">writes</a>.

Tesla announced an increase in capital expenditures up to $25 billion. Quotes went negative

Canopy Growth Corporation

Tilray Brands, Inc.

Cannabis stocks surged after Axios <a href="https://www.axios.com/2026/04/22/trump-marijuana-rule-change">reported </a>that the U.S. Department of Justice could soon move marijuana into a less restrictive classification. An unnamed administration official told the outlet that the shift could come as soon as Wednesday. MarketWatch <a href="https://www.marketwatch.com/story/tilray-and-other-cannabis-stocks-soar-as-trump-is-reportedly-ready-to-reclassify-the-substance-b4e1458d">described</a>&nbsp;the expected decision as the most significant federal reform in the space in decades.

Vesna Pedchenko

Writes about:

Articles: 173