JPMorgan Equity Premium Inc ETF

Alphabet's Google Launches Distributed Agent Runtime AGENT EXECUTOR

Google Updates AI Pricing Plans: Ultra Tier Cuts Price and Integrates YouTube Premium

Google Launches Universal Commerce Agreement Features and Retailer AI Tools

Google to Launch More Helpful Ads in AI Mode

Citizens Jmp Reaffirms 'Outperform' Rating on Alphabet with $515 Target Price

Jefferies Reaffirms Buy Rating on Alphabet, Analysts Raise Price Targets, Alphabet Beats Earnings

Bank of America Maintains Buy Rating on Alphabet, Target Price $430

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

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

Bezos: AI will solve various problems including building permit approvals

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Thales and Google Cloud Sign Deal to Launch Independent European Cloud Solution in Germany

Wells Fargo Raises Alphabet Price Target to $435

Wells Fargo Lowers Amazon Price Target to $312 from $313

Trane Technologies Opens Global AI Lab and Showroom to Accelerate Future of Autonomous Buildings

OpenAI and Google Partner to Launch Dual-Track Technology for Enhanced AI Image Provenance Detection

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Micware

Vida Global

BiomX

MicroAlgo

MetaVia

Quantum Cyber NV

RDDT

NVDA

NVDU

NVDX

RDTL

NVDL

SOXL

Reddit Inc (RDDT) is experiencing significant selling pressure, down over 40% year-to-date, primarily due to institutional de-risking ahead of Nvidia's earnings. The stock is below major moving averages with a bearish RSI, and valuation concerns persist as it trades at a premium P/E multiple of nearly 33x. Macro headwinds, including rising Treasury yields, are further impacting growth stocks. Despite these challenges, Wall Street maintains a 'moderate buy' rating with a price target suggesting a potential upside of nearly 50%.

- Reddit Inc (RDDT) is experiencing significant selling pressure as investors reassess their positions in high-multiple tech assets, contributing to a year-to-date decline of over 40%.  
- The sell-off is driven by institutional de-risking ahead of Nvidia's earnings, raising valuation concerns due to RDDT's high price-to-earnings multiple and a bearish options market.  
- Despite these challenges, Wall Street remains optimistic with a "moderate buy" rating and a target price suggesting nearly 50% upside potential.

Invezz

Reddit

NVIDIA

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GraniteShares 2x Long RDDT Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Semicon Bull 3X

Alphabet

OpenAI

Pinterest

NVIDIA Corporation

Alphabet - C

Reddit stock: 3 reasons why it's slipping today

CXAI

GOOGL

GOOG

GOOW

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

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

Direxion Daily GOOGL Bull 2X Shares

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

.DJI

SOXX

NVDY

GAMR

Stock Market Today: Small caps show strength. Arm Holdings spikes while Nvidia stock rallies ahead of earnings.

Dow Jones Industrial Average

Invesco Semiconductors ETF

Spdr Select Tech

Global X Video Games & Esports ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

SPDR Djia

VanEck Video Gaming and eSport ETF

YieldMax NVDA Option Income Strategy ETF

Wedbush ETFMG Video Game Tech ETF

Stock market today: Dow gains 500 points as oil dives, Nvidia rises; airline names soar (live coverage)

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

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

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BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

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.

Nvidia is the biggest winner of the AI boom so far, but these three stocks could be the big winners from the shift toward inference and agentic AI.

These super stocks could be the biggest winners in the AI inference and agentic AI economy

NVDD

Nvidia is set to report Q1 2027 earnings, with expectations of $78.8 billion in revenue and $1.77 EPS, marking significant growth. Despite a history of beating estimates, recent data shows the stock has reacted negatively post-earnings, with average returns declining. Investors are now focused on whether Nvidia can exceed high expectations, as past performance indicates that simply beating estimates may not suffice for positive stock movement.

- Nvidia Corp. is set to report its first-quarter 2027 earnings, with estimates anticipating $78.8 billion in revenue and $1.77 in adjusted earnings per share, signaling significant growth compared to 2025.  
- Historically, while Nvidia has consistently beaten revenue and EPS estimates, recent earnings reports have shown that the stock's immediate reaction has become less predictable, often resulting in negative returns despite exceeding expectations.  
- Investors are now focused on the magnitude of the earnings beat and future guidance, as the market has already priced in high expectations for Nvidia's performance.

benzinga_article

Direxion Daily NVDA Bear 1X ETF

Micron Tech

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

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

Us Global Jets

SPDR S&P Transp

T-Rex 2X Inverse NVIDIA Daily Target ETF

iShares US Transportation ETF

VG Financial

GraniteShares 2x Short NVDA Daily ETF

Financial Select Sector SPDR Fund

Delta Air Lines

GS Hldg R

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

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

Barchart Option

NVDA WeeklyPay ETF - Roundhill

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

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

JPMorgan Equity Premium Inc ETF(JEPI.US)

Reddit stock: 3 reasons why it's slipping today

CXApp (CXAI) Q1 2026 Earnings Call Transcript

Stock market today: Dow gains 500 points as oil dives, Nvidia rises; airline names soar (live coverage)

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.

These super stocks could be the biggest winners in the AI inference and agentic AI economy

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

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

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

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