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

AI company Anthropic is leasing CoreWeave data center capacity, <a href="https://www.coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic">according</a> to a statement from the AI cloud computing provider. Financial details of the deal were not disclosed. The previous day, CoreWeave <a href="https://oninvest.com/article/akcii-coreweave-podskocili-posle-sdelki-s-meta-na-21-mlrd">entered into a</a> similar agreement with Meta for about $21 billion.

Anthropic is leasing the power of "Nvidia protégé" CoreWeave for AI. Its stock is rising

Meta Platforms, Inc.

Shares of artificial intelligence cloud computing provider CoreWeave jumped 7% on the premarket on April 9 before slowing slightly. Investors were reacting to the company's <a href="https://www.coreweave.com/news/coreweave-and-meta-announce-21-billion-expanded-ai-infrastructure-agreement">announcement of</a> an expanded partnership with Meta Platforms. Under the new deal, Meta will invest an additional approximately $21 billion in CoreWeave's AI cloud infrastructure, according to a company release.

CoreWeave shares jump after $21 billion deal with Meta

RTX Corporation

Lockheed Martin Corporation

Halliburton Company

Occidental Petroleum Corporation

United Airlines Holdings, Inc.

Southwest Airlines Co.

Delta Air Lines, Inc.

Berkshire Hathaway Inc.

Block, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Middle East conflict in focus

Prior to Friday's collapse, Coreweave securities were up a third relative to the start of 2026

"Nvidia protégé CoreWeave widened its loss and gave a weak outlook. Shares plummeted

Cisco Systems, Inc.

Dell Technologies Inc.

Hewlett Packard Enterprise Company

In a note to clients, investment bank Evercore ISI highlighted details of Nvidia's report that it assesses have implications for a number of other companies, CNBC <a href="https://www.cnbc.com/2026/02/25/stock-market-today-live-updates.html">reports</a>.

Cisco, Dell, CoreWeave: Evercore names eight beneficiaries of Nvidia's strong report

Warner Bros. Discovery, Inc.

The growing tensions between the United States and Iran and the consequences of the U.S. Supreme Court's reversal of President Donald Trump's global duties will remain the focus of investors' attention this week, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-iran-tensions-u-s-data-in-focus-cb8d772f?mod=central-banking_news_article_pos4#:~:text=Growing%20tensions%20between%20the%20U.S.%20and%20Iran%20will%20continue%20to%20be%20a%20major%20focus%20for%20investors%20in%20the%20week%2C%20as%20will%20be%20the%20impact%20of%20the%20U.S.%20Supreme%20Court%E2%80%99s%20decision%20to%20strike%20down%20President%20Trump%E2%80%99s%20global%20tariffs.">expects</a> The Wall Street Journal. The decision of the highest court does not bring significant clarity to the situation with duties, but so far investors regard it as a positive factor, <a href="https://www.barrons.com/articles/nvidia-warner-bros-berkshire-hathaway-home-depot-and-more-stocks-to-watch-this-week-87338ad3?mod=RTA#:~:text=The%20high%20court%E2%80%99s%20ruling%20brings%20little%20clarity%20to%20the%20tariff%20situation%2C%20but%20investors%20viewed%20it%20as%20a%20positive%20development%20for%20now.">notes</a> Barron's.

Nvidia and Berkshire earnings and Trump's message: what investors need to know this week

Blue Owl Capital Inc.

The company, in which Nvidia invested, will release its quarterly earnings on Feb. 26

CoreWeave shares collapsed 8% because of a possible threat to its project. Is it worth buying them? 

Any moves to strengthen OpenAI's position ahead of the IPO will be good news for companies dependent on its costs

OpenAI has hired the most sought-after AI developer. Which stocks will benefit from this?

Netflix, Inc.

Tesla, Inc.

Circle Internet Group

Cathie Wood's investments are spread across most key sectors, but their concentration in individual stocks remains extremely high

CoreWeave, Circle and Tesla: what stocks Cathie Wood bought and sold last quarter

Nvidia has invested an additional $2 billion in CoreWeave, a cloud services provider for developing and training AI models. With the help of this deal, Nvidia expects to accelerate the realization of plans to build more than 5 gigawatts of computing power for artificial intelligence by 2030, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-26/nvidia-invests-another-2-billion-in-coreweave-offers-new-chip">writes</a>.