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

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

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

AWS Plans €7.8 Billion Investment to Expand European Sovereign Cloud, Driving Customer Migration and Ecosystem Partnerships

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

M&T Bank Corp Increases Amazon Stake by 5.9% to 2.12 Million Shares in Q4

Nippon Life and other institutions increase Amazon stake in Q4 amid tariff litigation risks

Citizens JMP gives Amazon Overweight rating, target price $315

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

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

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

Amazon to Hold Prime Big Deal Days Fall Sale Event in October 2026

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

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

NVIDIA Announces New AI Research Lab in Singapore

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

.SPX

UPRO

SPXL

The S&P 500 has experienced a significant shift in sentiment, with the 10-day buy-to-open call/put ratio rising from a 52-week low to a high in just over a month. This surge follows a strong performance in April, marking the best month for the index in over five years. The technology hardware sector led in call volume, while sectors like food producers and electricity showed poor performance despite high call purchases. A contrarian approach may suggest bullish potential for underperforming sectors and stocks with more puts than calls.

- The recent analysis of the 10-day buy-to-open call/put ratio for S&P 500 stocks shows a dramatic shift in sentiment, swinging from a 52-week low in March to a high in May, indicating increased option buying activity.  
- The technology hardware sector dominated BTO volume, showing significant gains, while some traditionally underperforming sectors had high call purchases, suggesting potential bullish implications.  
- Looking ahead, the unusual rapid movement of the call/put ratio and historical patterns indicate the possibility of continued market strength over the next six months.

Schaeffers

S&P 500

VG S&P 500

SPDR S&P 500

iShares Core S&P 500

Direxion S&P 500 Bull 3X

Apple

NVIDIA

Intel

Micron Tech

Fortinet

Lam Research

eBay

Caterpillar

Mosaic

PG & E

Pfizer

Vistra

Netflix

NVIDIA Corporation

PG&E CORP 6% SER A MAND CONVERTIBLE PREFERRED STK

What the Call Buying Frenzy Means for the S&P 500

GBTC

NVDA

COIN

Cryptocurrency markets show a mildly positive sentiment ahead of the FOMC minutes and NVIDIA earnings update. Overall market capitalization rose by 0.06% to $2.57 trillion, with Bitcoin trading at $77,364.20, up 0.74%. The Fear and Greed Index increased to 40. Regulatory changes from President Trump aim to enhance financial innovation. However, Bitcoin Spot ETF products faced significant outflows, totaling $331 million. Ethereum and BNB also saw slight gains, while XRP experienced a minor decline.

- A mildly positive sentiment dominates the cryptocurrency market as investors await the FOMC minutes and NVIDIA's earnings update.  
- Overall cryptocurrency market capitalization has risen by 0.06 percent to $2.57 trillion, while Bitcoin remains 39 percent below its all-time high.  
- Major cryptocurrencies like Ethereum and BNB experienced slight gains, but market dynamics reflect a notable shift in interest rate expectations that may influence overall market sentiment.

rttnews

Grayscale Bitcoin Trust BTC - ETF

Coinbase

Grayscale Ethereum Staking ETF

ARK 21Shares Bitcoin ETF

Leverage Shares 2X Long COIN Daily ETF

Grayscale Ethereum Mini Staking ETF

Invesco Galaxy Ethereum ETF

Fidelity Ethereum Fund

GraniteShares 2x Long COIN Daily ETF

ProShares Bitcoin Strategy ETF

CoinShares Bitcoin ETF

Franklin Bitcoin ETF

Franklin Ethereum ETF

WisdomTree Bitcoin Fund

Amplify Transform Data Sharing ETF

Valkyrie Bitcoin and Ether Strategy ETF

Bitwise Bitcoin ETF

Invesco Galaxy Bitcoin ETF

IShares Ethereum Trust ETF

iShares Bitcoin Trust ETF

VanEck Bitcoin ETF

VanEck Ethereum ETF

Fidelity Wise Origin Bitcoin Fund - ETF

Meta Platforms

Fidelity Solana Fund

Cryptos Rise Ahead Of FOMC Minutes, NVIDIA Earnings

AAPL

AAPB

AAPX

AAPU

BNGE

Apple TV is shifting its focus with new shows exploring the world of OnlyFans creators and cam models. The series 'Margo's Got Money Troubles' concludes as 'Maximum Pleasure Guaranteed' begins, reflecting a growing acceptance of these themes in society, according to showrunner David J. Rosen.

- Apple TV has shifted its content focus to exploring the lives of OnlyFans creators and cam models.  
- Two of its major shows, "Margo's Got Money Troubles" and "Maximum Pleasure Guaranteed," reflect this trend and are timed to release closely together.  
- Creator David J. Rosen notes that the coincidence highlights a growing societal acceptance of alternative forms of companionship.

The Verge

GraniteShares 2x Long AAPL Daily ETF

T-Rex 2X Long Apple Daily Target ETF

Direxion Daily AAPL Bull 2X Shares

First Trust S-Network Streaming and Gaming ETF

Invesco Leisure & ENT ETF

‘It’s in the air’: Apple TV’s hottest new shows explore different sides of OnlyFans

SOXX

NVDX

SOXL

NVDY

NVDL

NVDU

NVDQ

NVIDIA Corporation (NASDAQ:NVDA) is set to release its Q1 earnings on May 20, with analysts predicting $1.76 EPS and $79.04B revenue. The company has a strong track record of exceeding estimates. Recent analyst ratings include HSBC's Buy rating with a price target raised to $325, and Morgan Stanley's Overweight rating with a target of $285. NVDA shares fell 0.8% to $220.61 on Tuesday.

- NVIDIA Corporation is set to release its first-quarter earnings on May 20, with expectations of $1.76 per share, significantly up from 96 cents last year.  
- Analysts predict quarterly revenue of $79.04 billion, an increase from $44.06 billion the previous year, and NVIDIA has outperformed revenue estimates for 14 consecutive quarters.  
- According to recent analyst ratings, several firms have raised their price targets for NVDA, reflecting continued optimism about the company's performance.

benzinga_article

iShares Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Inverse NVIDIA Daily Target ETF

Spdr Select Tech

HSBC Holdings Plc

HSBC HOLDINGS

HSBC

Morgan Stanley

KeyCorp

Shutterstock

HSBC 5xShortSG241213

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

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KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

Nvidia Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

SNDK

The AI spending boom is reshaping the semiconductor industry, driving demand for memory, networking, and power chips. Analysts predict continued growth, with companies like NVIDIA and Broadcom initially benefiting. However, potential supply disruptions and market expectations may lead to pullbacks. Long-term contracts in memory markets could mitigate short-term shortages. Analysts also highlight geopolitical risks and the need for increased domestic chip manufacturing. Stocks like Micron and SanDisk are seen as attractive long-term investments due to their critical role in AI infrastructure.

- Semiconductor analysts indicate that the ongoing AI spending surge is transforming the chip industry, boosting demand for various semiconductor sectors.  
- The PHLX Semiconductor Index has increased by 60% this year and over 131% in the past year, driven by companies like NVIDIA and Broadcom, with potential beneficiaries identified in power semiconductor firms.  
- Analysts also note the importance of long-term supply contracts in memory markets, while geopolitical risks and domestic manufacturing needs remain critical for the industry's future stability.

Sandisk

Invesco Semiconductors ETF

Defiance Daily Target 2X Long AVGO ETF

First Trust Nasdaq Food & Semicon

SPDR S&P Semicon

Roundhill Memory ETF

Direxion Daily AVGO Bull 2X Shares

Leverage Shares 2X Long AVGO Daily ETF

Roundhill AVGO WeeklyPay ETF

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long AVGO Daily ETF

Broadcom

ON Semiconductor

Texas Instruments

Analog Devices

Infineon Technologies

Infineon Technologies AG

Samsung Electronics 

Alphabet

Alphabet - C

Taiwan Semiconductor

Samsung Electronics Co., Ltd. Sponsored GDR

Sandisk - WI

NVIDIA Started The AI Rally — Now Memory And Power Chip Stocks Are Stealing The Spotlight

AMZN

GOOGL

MSFT

The AI sector, while still seen as a growth driver by Wall Street, faces increasing local pushback against data center expansions, which are crucial for AI development. Reports indicate that towns are blocking or slowing down significant data center projects, raising costs and approval challenges. This shift in sentiment could impact major tech firms like Nvidia, Microsoft, Amazon, and Alphabet, as the next phase of AI investment may hinge on public trust and local regulations rather than just demand for AI tools.

- Wall Street views AI as a key growth theme, yet rising local pushback against data centers indicates a shift in sentiment.  
- Towns are increasingly blocking new data centers, complicating the buildout necessary for supporting AI, which could lead to higher costs and slower growth for cloud firms.  
- While major tech companies continue to show strong demand and financial health, investors must consider the new risks associated with public sentiment, local regulations, and resource access in their AI investments.

Tip Ranks

Amazon

Microsoft

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

Pacer Data & Infrastructure Real Estate ETF

YieldMax MSFT Option Income Strategy ETF

SPDR S&P Software

Direxion Daily AMZN Bull 2X Shares

Direxion Daily GOOGL Bull 2X Shares

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long AMZN Daily ETF

T-Rex 2X Long Microsoft Daily Target ETF

iShares Expanded Tech Software Sector ETF

Tradr 2X Short AMZN Daily ETF

Oracle

Equinix

Digital Realty Trust

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

NVDA, MSFT, and GOOGL Stocks Face a New AI Risk as Data Center Backlash Mounts

Kevin Gordon from Charles Schwab argues that fears of a Dot-Com Crash 2.0 due to Nvidia's AI stock boom are unfounded. He emphasizes that today's market fundamentals are healthier than in the late 1990s, cautioning against 'cherry-picking' data. While Nvidia leads the S&P 500, many other stocks are outperforming it. Gordon notes that current market sentiment is not euphoric, and the earnings profile of major tech companies is robust, contrasting with the hype-driven market of the past.

- Kevin Gordon from Charles Schwab suggests that current market fundamentals are healthier than during the dot-com bubble despite concerns over AI stock concentration led by Nvidia.  
- He highlights that numerous S&P 500 stocks are outperforming Nvidia and warns against selectively analyzing data to convey a false sense of risk.  
- Gordon emphasizes that today's corporate earnings profile is stronger, with major companies generating substantial profits, contrasting with the high valuations of unprofitable tech firms from the 1990s.

AXS 1.5X NVDA Bear Daily ETF

Charles Schwab

Qualcomm

Nvidia Triggering Dot-Com Crash 2.0? Kevin Gordon Says Stop 'Cherry-Picking' Data, Tech Isn't 'Euphoric'

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