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Huiyiwei Software and Amazon Web Services Announce Multi-Year Strategic Partnership

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Far EasTone signs agreement with Amazon to become an authorized reseller of its LEO satellite service in Taiwan

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

HSBC raises Nvidia target price from $295 to $325

Amazon to Host New Seller Summit in Anaheim, California

macOS 27 Rumored to Drop Support for Last Remaining Intel Mac Models

Beirne Wealth Consulting Services LLC Sells Shares of Amazon.com, Inc.

Google Shifts Gemini Usage Limits to Compute-Based Quotas

Microsoft launches XBOX Player Voice platform to collect player feedback

US Stock Index Futures Turn Lower, S&P 500 and Nasdaq Futures Decline

Far EasTone Authorized by Amazon for Amazon Leo Low-Earth Orbit Satellite Services in Taiwan

Reports indicate Tesla's in-house 4680 batteries are underperforming expectations

Microsoft holds a Virtual Training Day on creating agents in Copilot Studio

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Indian Minister Confirms: Tesla Officially Abandons Plan to Build Factory in India

Tesla Prepares for Cybercab Operations with Major Robotaxi App Update

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

Kyndryl announces expansion of its cloud modernization solution to Microsoft Azure data center regions in Japan

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NVDA

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NVDX

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

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NVIDIA Corporation

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

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Eli Lilly

Samsung Electronics 

Honeywell

Samsung Electronics Co., Ltd. Sponsored GDR

Honeywell International - WI

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

GOOGL

GOOG

Midwest Trust Co increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.7%, acquiring an additional 9,774 shares, bringing its total to 367,573 shares valued at $115.34 million. This makes Alphabet 10th in its portfolio. Other hedge funds also adjusted their positions in GOOG, reflecting mixed investor sentiment amid recent positive developments in AI and earnings performance.

- Midwest Trust Co increased its stake in Alphabet Inc. by 2.7%, owning 367,573 shares worth $115.34 million.  
- Several hedge funds, including Tradewinds LLC and Atlantic Union Bankshares Corp, also raised their positions in Alphabet during the third and fourth quarters.  
- Alphabet's recent earnings report surpassed expectations, with a quarterly revenue increase of 21.8%, further reinforcing investor confidence amid mixed sentiments from various hedge funds.

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Bank of America Corp

Midwest Trust Co Buys 9,774 Shares of Alphabet Inc. $GOOG

CLOU

Anthropic has acquired Stainless, a startup known for its software used by AI labs like OpenAI and Google, for over $300 million. The acquisition will remove a key infrastructure supplier from competitors. Stainless's technology automates the creation of software development kits (SDKs), which are crucial for connecting AI agents to external software. Anthropic plans to wind down hosted Stainless products but assures existing customers retain rights to their generated SDKs.

- Anthropic has acquired Stainless, a startup known for automating the creation of software development kits (SDKs) used in the AI industry, for over $300 million, although exact terms were not disclosed.  
- This acquisition removes a critical infrastructure supplier from competitors such as OpenAI and Google, with Anthropic planning to wind down all hosted Stainless products while ensuring customers retain ownership of their generated SDKs.  
- Founded in 2022 by former Stripe engineer Alex Rattray, Stainless's technology simplifies SDK maintenance and was integral to the development of every official Anthropic SDK.

TechCrunch

CloudFlare

Global X Cloud Computing ETF

Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare

Tech analyst Beth Kindig has named Bloom Energy (BE) as the 'biggest outperformer' in tech after a remarkable 217% YTD stock rally. Bloom Energy's unique solid oxide fuel cells address critical power generation issues for the AI economy, outperforming traditional mega-caps. The company's Q1 2026 revenue surged 130.4% year-over-year, and analysts have raised price targets significantly, citing grid constraints as a key catalyst for growth.

- Bloom Energy Corp. (NYSE:BE) has significantly outperformed major tech stocks, with a 217% year-to-date increase, making it a top pick for analysts amid growing power generation challenges for AI.  
- The company's solid oxide fuel cells enable data centers to bypass utility interconnection delays, positioning Bloom to capitalize on increased demand for power as AI technology evolves.  
- Recent financial performance highlighted a record $751.1 million in Q1 2026 revenue, representing a 130.4% year-over-year growth, prompting analysts to raise their price targets for the stock.

benzinga_article

Bloom Energy

Oracle

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Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

NVDY

Nvidia (NVDA) will report its Q1 FY27 earnings this week on May 20. According to TipRanks' Options Tool, options traders expect an 8.65% move in either direction in NVDA stock in reaction to Q1 FY27 earnings. This implied move is slightly higher than Nvidia's average post-earnings move (in absolute terms) of 3.16% over the past four quarters.Claim 55% Off TipRanksForget margin or options. Here's how the pros trade NVDA

- Nvidia (NVDA) is set to release its Q1 FY27 earnings on May 20.  
- Options traders anticipate an 8.65% movement in NVDA stock following the earnings report, exceeding the average post-earnings move of 3.16% observed in the last four quarters.  
- This heightened expectation indicates increased volatility surrounding Nvidia's financial performance announcement.

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Nvidia Will Report Q1 Earnings on May 20 — Options Traders Expect an 8.65% Move in NVDA Stock

AAPL

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Anthropic will brief global financial authorities on its AI model Mythos, which has identified significant cybersecurity flaws in major systems, including those of Apple and Microsoft. This comes amid rising concerns about AI's potential to exploit vulnerabilities in financial systems, prompting regulators to urge firms to enhance their cybersecurity measures. Limited access to Mythos has raised global concerns about uneven cybersecurity protections, particularly in weaker regions. The IMF has warned that emerging AI models could lead to macro-financial shocks.

- Anthropic will brief global financial authorities on cybersecurity vulnerabilities identified by its AI model, Mythos, amidst rising concerns about AI's potential to exploit financial system weaknesses.  
- The Bank of England's governor requested the briefing as officials aim to develop sound practices for AI adoption in finance following the model's findings of significant flaws in various systems.  
- Access to Mythos is currently limited to around 40 organizations, raising global concerns about uneven cybersecurity protections and the potential for macro-financial shocks in regions with weaker defenses.

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Global Finance Leaders Demand Briefing on Anthropic's Mythos AI Cyber Threats

Major U.S. indexes opened mixed as the 10-year Treasury yield remained above 4.57%. Oil prices eased amid reports of a potential Iranian sanctions waiver. Elevated yields and high energy costs are raising inflation concerns, impacting valuations. Upcoming earnings from Nvidia and Walmart may influence market direction, testing investor confidence in AI growth and consumer resilience.

- Major U.S. indexes opened mixed as the 10-year Treasury yield remained above 4.57% and oil prices declined amid potential Iranian sanctions waivers.  
- Elevated yields and high energy costs are contributing to persistent inflation fears, leading investors to remain cautious about the ongoing Iran conflict.  
- This week, earnings reports from Nvidia and Walmart will be crucial in influencing market direction, reflecting investor sentiment towards AI growth and consumer resilience.

Walmart

Wall Street wavers as yields stay high ahead of key earnings

.SPX

.IXIC

US stocks showed mixed results as easing yields countered inflation fears from rising oil prices. Brent crude oil fell nearly 2% amid reports of potential U.S. waivers for Iranian oil sales, alleviating supply concerns. Growth sectors, particularly tech, saw gains with semiconductor stocks rebounding ahead of Nvidia's earnings report.

- Equities experienced fluctuations as easing yields countered ongoing inflation concerns from rising oil prices.  
- Brent crude oil prices declined nearly 2% due to reports of potential U.S. permission for some Iranian oil sales, alleviating supply worries.  
- Growth-heavy sectors, particularly technology, saw gains as lower yields supported a recovery in semiconductor stocks ahead of Nvidia's earnings report.

S&P 500

VG Total Stock

SPDR S&P 500

US stocks mixed as yields ease, oil falls on Iran waiver talk

GGLL

SandboxAQ has partnered with Anthropic to integrate its scientific AI models into Claude, enabling drug discovery tools accessible via a conversational interface without specialized computing. Founded as an Alphabet spinout, SandboxAQ has raised over $950 million and focuses on large quantitative models (LQMs) that simulate molecular behavior. This innovation aims to simplify drug discovery for computational scientists in the biopharma and materials sectors, addressing the complexities faced with existing software solutions.

- Drug discovery remains a costly and time-consuming process, often hindered by complex interfaces rather than the AI models themselves.  
- SandboxAQ, leveraging funding and expertise from its founding connections, has developed a conversational interface to make AI-driven drug discovery tools more accessible to researchers without specialized infrastructure.  
- By focusing on natural language interaction, SandboxAQ aims to transform the way computational scientists and researchers engage with models, potentially increasing the effectiveness of molecular research and innovation in various industries.

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SandboxAQ brings its drug discovery models to Claude — no PhD in computing required

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