abrdn Global Dynamic Dividend Fund

Google Plans to Invest $15 Billion in New Infrastructure Including Data Center in Missouri

Google Announces $20 Million Energy Impact Fund

Alphabet's Google Launches Distributed Agent Runtime AGENT EXECUTOR

Google Launches Universal Commerce Agreement Features and Retailer AI Tools

Google to Launch More Helpful Ads in AI Mode

Google Refuses UK Unions' Voluntary Recognition, Agrees to Government-Mediated Negotiations

Google Expands SynthID and C2PA to Combat Deepfakes and AI-Generated Content

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

OpenAI Invests $234M in Singapore to Build First Overseas AI Lab, Google Deepens Cooperation

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Google I/O 2026 Announces Cross-Device Continuation Feature 'Continue On' for Android 17

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

Alphinity Increases Apple Stake by 105.7% in Q4 to $406M

Microsoft to Host Online Course Series on the Potential of Copilot and AI Agents

AI Demand Surges, Wells Fargo and Citigroup Raise Broadcom Price Targets; $35B Financing Reported for Expansion

Microsoft to host a virtual training day on the fundamentals of the Azure cloud platform

SoftBank's Masayoshi Son is rumored to consider a $60 billion investment in OpenAI, potentially impacting Microsoft

Microsoft confirms an 8GB RAM version of the 2026 Surface Laptop

Microsoft, Meta and others collect employee work data to train AI

Microsoft proposes MOSAIC optical communication architecture, seen as a new direction for AI data centers

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

Ordinary dividend (cash)

Ex Date: 2026.05.21 (EST), Cash dividend 0.12 USD

AAPL

AAPB

AAPU

AAPX

AAPD

KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.

Barchart Option

Apple

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KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.

CXAI

GOOGL

GOOG

GOOW

CLOU

GGLL

CXApp Inc. (CXAI) reported Q1 2026 earnings with revenue of $950,000, down from $1.02 million, but bookings increased 12.5% year-over-year. Subscription revenue rose to 98%, and net revenue retention improved to 98%. The company highlighted its strategic partnership with Google Cloud and the upcoming rollout of CXAI 2.0 and CXAI (Sky) platform. CEO Khurram Sheikh emphasized the alignment of their platform strategy with market demand, while CFO Joy Mbanugo discussed compliance efforts. No future financial guidance was provided.

- CXApp Inc. reported a quarterly revenue of $950,000, down from $1.02 million, influenced by timing and revenue recognition practices; however, their subscription revenue mix improved to 98%.  
- The company secured $1.4 million in bookings, reflecting a 12.5% year-over-year increase driven by new enterprise agreements, with a notable net revenue retention rate of 98%.  
- CXAI 2.0 and the CXAI (Sky) platform are set for broader market rollout, emphasizing strategic partnerships, particularly with Google Cloud, which seeks to enhance sales and deliver innovative AI solutions.

Motley Fool

CXApp

Alphabet

Alphabet - C

Roundhill GOOGL WeeklyPay ETF

Global X Cloud Computing ETF

SPDR S&P Software

iShares US Digital Infrastructure and Real Estate ETF

ISHRS S&P Glb It

Franklin Exponential Data ETF

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iShares Expanded Tech Software Sector ETF

Global X Data Center & Dgtl Infrs ETF

Gartner

CXAPP INC C/WTS (TO PUR COM)

CXApp (CXAI) Q1 2026 Earnings Call Transcript

MSFT

MSFO

MSFX

MSFL

MSFU

Billionaire investor Bill Ackman disclosed that his hedge fund sold all Alphabet stock to invest in Microsoft, acquiring 5.65 million shares. Ackman remains bullish on Alphabet but cited current valuations as a reason for the shift. While Microsoft shows strong growth, competitors like Google Cloud and AWS are accelerating faster. Concerns about AI potentially disrupting traditional software also complicate Microsoft's outlook, despite its reasonable pricing.

- Bill Ackman disclosed building a 5.65 million-share position in Microsoft while exiting a long investment in Alphabet, asserting it was not a bet against Google.  
- Ackman highlights Microsoft’s strong Azure growth and its significant stake in OpenAI as key advantages; however, competitors like Google Cloud and AWS are experiencing higher growth rates.  
- Concerns remain over AI's potential to disrupt traditional software models, suggesting Alphabet could present a more favorable risk-reward balance compared to Microsoft.

Microsoft

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Pershing Square

Amazon

This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?

Analysts at Bank of America are recommending buying shares of Alphabet, predicting a potential 10% increase in stock value after Google I/O 2026.

Unusual Whales

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Google stock dropped despite successful I/O. BofA sees 10% upside in Alphabet stock post-Google I/O 2026.

GS-D

GS-A

The Investment Committee give you their top stocks to watch for the second half of the trading day.

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

Goldman Sachs

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

NVIDIA

Us Global Jets

SPDR S&P Transp

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VG Financial

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Delta Air Lines

NVIDIA Corporation

GS Hldg R

Final trades: Nvidia, Delta Air Lines, Alphabet and Goldman Sachs

Google has launched a new YouTube Shorts Remix feature that allows users to creatively restyle clips or insert themselves into others' videos using Gemini Omni. By clicking the remix icon, users can choose to 'reimagine' a video into various styles, such as pixel art or anime, and make alterations like inflating heads or adding costumes. Creators have the option to enable or disable this remixing feature for their videos.

- Google has introduced a YouTube Shorts Remix feature allowing users to creatively alter videos using Gemini Omni.  
- The feature enables users to reimagine clips by transforming them into various styles, such as pixel art or horror films, and altering content in unique ways.  
- Creators have control over this feature, as they can choose to enable or disable the remix option for their uploaded Shorts.

The Verge

You can now remix other people’s YouTube Shorts with AI

AVGO

The AI market is shifting from training to inference and agentic AI, presenting new opportunities for companies like AMD, Micron, and Broadcom. AMD is positioned to benefit from higher CPU demand for inference, while Micron's DRAM and HBM products are in high demand due to the memory-bound nature of inference. Broadcom is capitalizing on custom chip development for inference tasks, with significant partnerships and revenue growth projected.

- The article discusses the evolving AI market, highlighting the transition from training large language models to focusing on inference and agentic AI.  
- Nvidia has dominated the initial phase due to its powerful GPUs and established software platform, but new competitors like AMD, Micron, and Broadcom are positioned to thrive as demand shifts.  
- AMD leads in CPU technology for inference, Micron benefits from rising DRAM prices, and Broadcom is pivotal in developing custom chips, all contributing to their potential success in the emerging AI landscape.

Broadcom

Micron Tech

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Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

These Super Stocks Could Be the Biggest Winners in the AI Inference and Agentic AI Economy

Google's AI-powered Search now includes ads featuring chatbots. When searching for products, Gemini AI will highlight relevant items and provide custom explanations for purchases. This update follows the introduction of a new Search box for conversational queries and AI-generated results.

- Google's Gemini AI chatbot will now be integrated into ads, providing relevant product suggestions.  
- When searching for items, it generates a custom explanation for suggested purchases, enhancing user interaction.  
- This update follows a new Search box announcement aimed at facilitating larger, more conversational queries and prioritizing AI-generated results.

Google Search’s AI evolution includes more ads

GAMR

ESPO

HERO

Microsoft has appointed Matthew Ball as Xbox's chief strategy officer. Ball, a respected game industry analyst known for his annual video gaming report, has previously held leadership roles at Illumination, Amazon Studios, Otter Media, and Accenture Strategy. Xbox CEO Asha Sharma announced his hiring in a memo, highlighting his long-standing partnership with the company.

- Microsoft has appointed game industry analyst Matthew Ball as the Xbox chief strategy officer.  
- Ball is known for his annual state of video gaming report and has held roles at Illumination, Amazon Studios, Otter Media, and Accenture Strategy.  
- Xbox CEO Asha Sharma stated that Ball has been collaborating on strategy with Microsoft since the beginning of the project.

Wedbush ETFMG Video Game Tech ETF

VanEck Video Gaming and eSport ETF

Global X Video Games & Esports ETF

Accenture

Xbox hires game industry analyst Matthew Ball to lead strategy

Alphabet Inc. launched new AI products at its Google I/O 2026 event, highlighting its shift from AI laggard to leader. Analyst Justin Post maintained a Buy rating with a $430 price target, noting the company's increasing leadership in consumer AI experiences. Key announcements included the launch of Gemini 3.5 Flash, a redesigned search experience, and personal AI agents. Despite a 0.75% decline in stock price to $384.74, the event showcased Alphabet's strong position in the evolving AI landscape.

- Alphabet Inc. launched new artificial intelligence products at its Google I/O conference, emphasizing AI-driven upgrades across its ecosystem.  
- Analyst Justin Post maintained a Buy rating with a $430 price target, noting that Alphabet is gaining leadership in consumer AI following the event’s announcements.  
- The conference highlights Alphabet’s growth in AI user adoption and its competitive position in the fast-evolving tech landscape.

benzinga_article

Google I/O 2026 Shows Transition From AI Laggard To Leader In Shaping AI Experiences

abrdn Global Dynamic Dividend Fund(AGD.US)

KeyBanc Turns Cautious on Apple Stock as Valuation Concerns Grow. It’s Due for Profit-Taking.

CXApp (CXAI) Q1 2026 Earnings Call Transcript

This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?

Google stock dropped despite successful I/O. BofA sees 10% upside in Alphabet stock post-Google I/O 2026.

Final trades: Nvidia, Delta Air Lines, Alphabet and Goldman Sachs

You can now remix other people’s YouTube Shorts with AI

These Super Stocks Could Be the Biggest Winners in the AI Inference and Agentic AI Economy

Google Search’s AI evolution includes more ads

Xbox hires game industry analyst Matthew Ball to lead strategy

Google I/O 2026 Shows Transition From AI Laggard To Leader In Shaping AI Experiences