SPDR Portfolio S&P 500 ETF

NVIDIA's Record Date for Quarterly Dividend

Microsoft's Annual Developer Conference, Build 2026, to be Held June 2-3 in San Francisco with a Focus on AI

Google Establishes Three Future Growth Engines: Quantum Computing, Robotics, and AI-Powered Drug Discovery

Legacy Capital Group Increases Holdings in Tesla

The 2026 Formula One World Championship season begins this weekend on Apple TV+

Apple's US-made chips will still rely on Taiwan for advanced packaging, report says.

Neuberger Berman reduces holdings of Tesla, Brighton Jones increases holdings, James R. Murdoch sells

Musk is excited about China's small AI models, believing they represent the future

NVIDIA unveils multiple AI and robotics technologies at CES 2026, determined to enter the $50 trillion market

Microsoft to Attend Gartner Data & Analytics Summit from March 9-11

Google's Gemini is Gaining Market Share from ChatGPT, BNP Survey Shows

Microsoft to Host Azure Summit: Reshape the Future with Agentic AI

Microsoft will hold its AI Tour event in Shanghai

Google Achieves Breakthrough in Theoretical Physics Using its AI Model Gemini

Analysts Note a Shift in Capital Flows May Limit Apple's Stock Upside

Tesla holds test drive and product experience events in multiple European locations

Microsoft's Xbox exclusive game 'South of Midnight' will reportedly be released on PS5 and Switch 2 on March 31

Tesla Wins Labor Dispute at German Factory

Microsoft extends the deadline for managing Microsoft Sentinel in the Azure portal to March 31, 2027

Google launches new AI tool OpenClaw, supporting automated operations for cloud drives and email

Peraso

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

Decent

Edesa Biotech

Cre8 Enterprise - CL

AN2 Therapeutics

Day One Biopharmaceuticals

Epsium Enterprise

Silynxcom

Aptera Motors - B

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Apple has introduced a new affordable laptop that is generating positive buzz. The product is highlighted in the latest edition of Installer, which also covers various topics including technology and media. The article encourages readers to explore more content on the Installer homepage and mentions the author's personal experiences and interests.

- The content introduces Installer No. 118, highlighting various interests of the author.  
- It mentions topics like moon factories, railroad monopolies, and a new book by Michael Pollan on consciousness.  
- The author shares experiences related to podcasts, video content, and technical challenges with their computer.

The Verge

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Apple

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Apple’s cheap laptop looks like a winner

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NVDA

The AI data-center buildout is creating a demand surge for optical components, leading to a projected 10% growth in the optical-transport market by 2026-2027. Nvidia's recent multiyear commitments with Lumentum and Coherent highlight the importance of optical interconnects in AI infrastructure. Analysts are optimistic about stocks like Lumentum, Coherent, Applied Optoelectronics, Fabrinet, Ciena, and Cisco Systems, with significant price target increases reflecting strong demand and pricing power in the sector. The shift towards co-packaged optics is also noted as a key trend in fiber-optic networking.

- The demand for optical components is rising sharply due to the AI data-center buildout, creating a bottleneck in the supply chain.  
- Major firms, including Nvidia, are investing significantly in optical technology to improve data transfer efficiency, with analysts predicting a 10% growth in the optical-transport market by 2027.  
- As the industry faces supply constraints, optical suppliers like Lumentum and Coherent are expected to benefit from increased pricing power and demand for their products.

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Ciena

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Fabrinet

Coherent Corp.

Lumentum

Applied Optoelectronics

Cisco

NVIDIA

These 6 stocks could be major winners of an upcoming optics 'supercycle'

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Warner Group LLC acquired 6,291 shares of Amazon.com, Inc. (NASDAQ:AMZN) in Q3, valued at approximately $1.38 million, making it the 25th largest holding in their portfolio. Other institutional investors have also increased their stakes in Amazon. The stock opened at $213.31, with a market cap of $2.29 trillion and a P/E ratio of 29.75. Amazon reported Q4 earnings of $1.95 EPS, missing estimates, but revenue increased by 13.6% year-over-year. Analysts have set various price targets, with a consensus target of $287.29 and a rating of "Moderate Buy."

- Warner Group LLC acquired 6,291 shares of Amazon.com, Inc., valued at approximately $1,381,000, making it the company's 25th largest holding.  
- Several institutional investors, including Barlow Wealth Partners and Probity Advisors, have also increased their stakes in Amazon, contributing to 72.20% institutional ownership of the stock.  
- Amazon reported $213.39 billion in revenue for the last quarter, with a consensus earnings per share forecast of 6.31 for the current year while facing mixed market sentiments.

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Amazon

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6,291 Shares in Amazon.com, Inc. $AMZN Acquired by Warner Group LLC

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Nvidia is currently the second cheapest stock among the Magnificent Seven tech companies, trading at about 22x forward earnings estimates. Despite being a key player in the AI revolution, Nvidia's stock has seen a decline due to general market pullbacks and investor concerns about AI revenue expectations. However, demand for AI-related products remains strong, and Nvidia reported a record revenue increase of 65% to $215 billion. This presents a potential buying opportunity for investors looking to capitalize on the ongoing AI boom.

- The Magnificent Seven tech companies, including Nvidia, have significantly influenced the S&P 500's rise, contributing to a 78% increase from 2023 to 2025.  
- Despite Nvidia's key role in the AI revolution and strong earnings growth, its stock has recently become one of the cheapest in the group due to general declines in tech valuations and investor concerns.  
- This market pullback presents an opportunity for investors to acquire top AI stocks at lower prices, with Nvidia positioned as a potential long-term winner in the AI landscape.

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Which AI Stock is the Second Cheapest of the Magnificent Seven? The Answer May Surprise You.

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Hillsdale Investment Management Inc. reduced its stake in Alphabet Inc. (NASDAQ: GOOGL) by 15% in Q3, now holding 120,774 shares valued at approximately $29.36 million. Other hedge funds also adjusted their positions, with several acquiring new stakes. Insider sales included CEO Sundar Pichai selling 32,500 shares. Recent news includes positive developments in cloud partnerships and analyst support, but also legal challenges and regulatory scrutiny affecting Alphabet's operations.

- Hillsdale Investment Management Inc. reduced its Alphabet Inc. position by 15.0% in Q3, holding 120,774 shares valued at $29,360,000.  
- Multiple hedge funds adjusted their stakes in Alphabet, with new purchases and increased holdings reported, leading to institutional investors owning 40.03% of the company's stock.  
- Alphabet's CEO and CAO sold shares in recent transactions, while the company announced a quarterly dividend of $0.21, reflecting a potential yield of 0.3%.

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Alphabet

Alphabet - C

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Alphabet Inc. $GOOGL Shares Sold by Hillsdale Investment Management Inc.

Billionaire Stanley Druckenmiller sold his entire position in Sandisk and initiated a new investment in Amazon. Sandisk, which has seen a significant price increase since its spin-off from Western Digital, faces risks due to the cyclical nature of the memory chip industry and lacks a competitive edge. In contrast, Amazon is well-positioned in e-commerce and cloud services, leveraging AI to enhance efficiency and growth. Analysts expect Amazon's earnings to grow significantly, making it a favorable investment choice.

- Billionaire Stanley Druckenmiller, known for his strong investment track record, sold his entire position in Sandisk and initiated a new position in Amazon during the fourth quarter.  
- Sandisk faces potential risks due to its reliance on a cyclical memory chip market with limited pricing power, while Amazon capitalizes on its solid AI integration and dominant positions across e-commerce and cloud services.  
- Analysts forecast sustained earnings growth for both companies, but Druckenmiller's shift towards Amazon suggests a strategic decision to favor long-term growth over the immediate performance of Sandisk.

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Invesco PHLX Semiconductor ETF

Sandisk

Billionaire Stanley Druckenmiller Sells Sandisk Stock and Buys an AI Stock Up 223,000% Since Its IPO

OpenAI

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Amazon.com Inc (NASDAQ:AMZN) shares rose 3.08% after Morgan Stanley raised its price target to $300, following a $100 billion expansion of its partnership with OpenAI. This deal increases OpenAI's total commitment to Amazon Web Services (AWS) to $138 billion and validates Amazon's in-house silicon. Analysts predict AWS growth rates of 29% and 32% for 2026 and 2027, respectively, and believe the partnership de-risks AWS's growth narrative. Amazon is investing an additional $50 billion in OpenAI, positioning AWS as a key player in the AI economy.

- Amazon.com Inc shares increased by 3.08% after Morgan Stanley raised their price target to $300, influenced by a new $100 billion commitment from OpenAI to Amazon Web Services (AWS).  
- The expanded partnership validates Amazon's silicon and includes a commitment from OpenAI to utilize significant Trainium chip capacity, enhancing AWS's competitive positioning.  
- Analysts upgraded AWS growth forecasts for 2026 and 2027, reflecting increased confidence in its long-term potential and reinforcing Amazon's valuation outlook.

Investing

Franklin Exponential Data ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

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Amazon secures landmark $138B AWS deal as OpenAI bets on Trainium

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The latest update (v1.110) of GitHub Copilot for VS Code introduces agent plugins, browser automation tools, and shared memory capabilities. This update aims to enhance the functionality of the coding platform, allowing for more intricate workflows.

Unusual Whales

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Microsoft

Latest update (v1.110) of GitHub Copilot for VS Code introduces agent plugins, browser tools, & shared memory for coding.

China Universal Asset Management Co. Ltd. increased its stake in Alphabet Inc. (NASDAQ: GOOGL) by 5.6% in Q3, now holding 152,050 shares valued at approximately $36.96 million. This makes Alphabet 3.1% of its portfolio, ranking as its 6th largest holding. Other investors, including Delta Asset Management and Matisse Capital, also slightly increased their holdings in Alphabet during the same period. Insiders have sold shares recently, with total insider sales amounting to over $118 million in the last 90 days.

- China Universal Asset Management Co. Ltd. increased its stake in Alphabet Inc. by 5.6% in Q3, now holding 152,050 shares worth approximately $36.96 million.  
- Several other investors also raised their holdings in Alphabet during the same quarter, indicating continued interest in the stock, with institutional investors owning 40.03% of shares.  
- Alphabet's recent earnings report exceeded expectations, declaring a quarterly dividend and receiving analyst upgrades, although it faces challenges like regulatory scrutiny and a wrongful-death lawsuit regarding its AI chatbot.

Alphabet Inc. $GOOGL Shares Purchased by China Universal Asset Management Co. Ltd.

Frisch Financial Group Inc. reduced its stake in Alphabet Inc. (NASDAQ: GOOGL) by 11.2% in Q3, now holding 85,232 shares valued at approximately $20.72 million. This makes Alphabet the 5th largest holding in their portfolio. Other institutional investors, including Vanguard and State Street, have also adjusted their positions in GOOGL. Analysts have given a consensus rating of "Moderate Buy" with a target price of $367.18. Insider trading activity includes significant sales by CAO Amie Thuener O'toole and major shareholder 2017 Gp L.L.C. Gv.

- Frisch Financial Group Inc. reduced its stake in Alphabet Inc. by 11.2% in Q3, owning 85,232 shares after selling 10,774 shares.  
- Meanwhile, Vanguard Group Inc. and State Street Corp. increased their holdings in Alphabet, with shares worth over $91 billion and $40 billion, respectively.  
- Alphabet reported $113.83 billion in revenue for the latest quarter, exceeding analyst expectations, and announced a quarterly dividend of $0.21 per share.

Alphabet Inc. $GOOGL Position Trimmed by Frisch Financial Group Inc.

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Coronation Fund Managers Ltd. reduced its stake in Microsoft Corporation (NASDAQ:MSFT) by 14.6% in Q3, now holding 89,264 shares valued at $46.23 million. Other institutional investors have also adjusted their positions. Analysts maintain a consensus rating of "Moderate Buy" for Microsoft, with a target price of $591.95. The stock opened at $408.96, with a market cap of $3.04 trillion and a P/E ratio of 25.58. Microsoft reported Q1 earnings of $4.14 EPS, exceeding estimates, with revenue up 16.7% year-over-year.

- Coronation Fund Managers Ltd. reduced its stake in Microsoft by 14.6%, now holding 89,264 shares worth $46.23 million, making it the firm's 11th largest holding.  
- Various institutional investors, including AlphaQuest LLC and BLVD Private Wealth LLC, adjusted their Microsoft holdings during the recent quarters, contributing to institutional ownership of 71.13% of the company's shares.  
- Microsoft reported earnings of $4.14 per share, exceeding estimates, with a year-over-year revenue increase of 16.7%, while analysts maintain a consensus target price of $591.95 for the stock.

Kurv Yield Premium Strategy Microsoft MSFT ETF

Coronation Fund Managers Ltd. Cuts Stock Holdings in Microsoft Corporation $MSFT

The AI programming tool unicorn Cursor held a "wartime mobilization" all-hands meeting in January this year. Due to the leap in AI model programming capabilities, developers can directly issue commands to the intelligent agents, fundamentally shaking the core logic of its "human-machine collaborative editor." Cursor is breaking through along two paths: developing its own proprietary programming model to reduce costs and accelerating its transformation towards the enterprise market, betting on the future of multi-agent collaboration platforms

- The AI programming tool Cursor faces a critical strategic transformation due to advancements in AI model capabilities, allowing developers to issue high-level commands to autonomous agents without human oversight.  
- Initially thriving, Cursor's revenue skyrocketed, but it must now shift from consumer subscriptions to enterprise contracts and develop proprietary programming models to maintain its market position.  
- As competitors like Anthropic quickly evolve, Cursor's future hinges on effectively executing this transition to multi-agent collaborative platforms while addressing key technological challenges.

Wallstreetcn

ISHRS S&P Glb It

In January this year, the "AI programming star" Cursor, which is "full of glory," discovered that the market may be gone

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Asian markets showed caution amid skepticism over tech valuations, despite Nvidia's strong earnings. The FTSE 100 reached new highs, while the STOXX 600 is on track for its eighth consecutive month of gains. Oil and gold prices surged due to US/Iran nuclear talks and new US tariffs. Germany's import prices fell 2.3% annually, driven by a significant drop in energy costs. European shares remained steady, with the STOXX 600 near record levels, supported by strong corporate earnings, although some sectors faced challenges. The US dollar is set for its first monthly gain since October, while the Australian dollar continues to perform well.

- Asian markets showed caution with Nvidia's strong earnings leading to concerns over tech valuations.  
- German import prices declined by 2.3% annually, primarily due to falling energy costs, while the European STOXX 600 aims for eight consecutive months of gains buoyed by strong corporate performance.  
- Oil and gold prices surged amidst geopolitical tensions related to US/Iran nuclear talks, with gold maintaining a steady high after significant gains over the past seven months.

Market Pulse

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SPDR Gold Shares

Markets Today: FTSE 100 prints fresh highs as STOXX 600 nears record streak. US PPI data and US/Iran risk in focus

Amazon and Google will continue to offer Anthropic's AI technology to commercial clients, despite the Pentagon labeling it a supply chain risk. This decision follows the Pentagon's requirement for defense vendors to avoid using Anthropic's chatbot Claude. Amazon has invested $8 billion in Anthropic, while Google holds a $3 billion stake. The move comes amid employee protests at Google regarding military collaborations. Anthropic's CEO plans to challenge the Pentagon's designation in court. Amazon's ongoing support for Anthropic solidifies its position in the AI sector, alongside its partnership with OpenAI.

- Amazon and Google will continue to offer Anthropic's AI technology to clients, excluding defense projects, despite the Pentagon's supply chain risk designation.  
- The Pentagon's ruling requires defense vendors to avoid using Anthropic's chatbot Claude, yet the technology was used in a U.S. military operation.  
- Amazon has invested $8 billion in Anthropic and aims to strengthen its AI position, while Google responds to employee protests regarding military collaboration.

benzinga_article

Amazon, Google And Microsoft Keep Anthropic AI For Clients Despite Pentagon Risk Label

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World Labs, founded by Fei-Fei Li, has raised $1 billion from notable investors including Nvidia and Autodesk, valuing the company at $5 billion. The startup aims to advance spatial intelligence through its product, Marble, which creates persistent 3D environments from text prompts. This technology allows users to generate and manipulate 3D spaces quickly, significantly reducing the time needed for tasks in fields like game development and architecture. The partnership with Autodesk and Nvidia signals a convergence of AI with design and industrial applications, potentially reshaping how products and buildings are created.

- On February 18, World Labs, founded by Fei-Fei Li, raised $1 billion from major investors like Nvidia and Autodesk, boosting its valuation to approximately $5 billion.  
- The company is developing “large world models” for AI systems that comprehend and interact with 3D environments, with its first product, Marble, generating persistent 3D spaces from simple text prompts.  
- This technology could significantly reduce project timelines in various industries, while the collaboration with Nvidia enhances the development of physical AI, shifting the focus from data collection to computing capabilities.

Forbes

Invesco Semiconductors ETF

Autodesk

The 3D Printing

World Labs: $1 Billion Bet To Advance Spatial Intelligence

SPDR Portfolio S&P 500 ETF(SPLG.US)

Apple’s cheap laptop looks like a winner

These 6 stocks could be major winners of an upcoming optics 'supercycle'

6,291 Shares in Amazon.com, Inc. $AMZN Acquired by Warner Group LLC

Which AI Stock is the Second Cheapest of the Magnificent Seven? The Answer May Surprise You.

Alphabet Inc. $GOOGL Shares Sold by Hillsdale Investment Management Inc.