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Trump's Frequent Tech Stock Trades in Q1 2026 Spark Conflict of Interest Concerns

Wall Street Banks Launch Sale of $5 Billion and €1 Billion Loans to Warner Bros.

Leaked app beta versions suggest Google is set to launch an agentic AI tool named 'Gemini Spark'

Erste Group Bank Raises Walt Disney's FY2026 EPS Forecast to $6.86

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

Resona Asset Management Boosts Netflix Stake by 878.6% to $121.3M as Executives Sell for Taxes

RiverFront Q4 Increases Netflix Stake by 944.1%, Holding $1.49 Million

Google Shifts Gemini Usage Limits to Compute-Based Quotas

DeepMind Founder Demis Hassabis Secretly Invests in Google Rival Anthropic

Google I/O 2026 developer conference keynote to take place, with major AI updates expected.

Meta Hosts First 'Bug Bounty Researcher Conference' in Taiwan, Increasing Investment in AI and Cybersecurity

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Billionaire investor Stanley Druckenmiller dumped his entire stake in Google in the first quarter

Google and Blackstone reportedly plan to launch a new AI cloud company

Google and Blackstone Launch AI Cloud Company, Plan 500MW Capacity by 2027

AT&T: Expects Q2 Free Cash Flow to Remain in $4B-$4.5B Range

AT&T Forecasts Year-Over-Year Growth in 2026 Q2 Wireless Revenue and Adjusted EBITDA

AT&T Reaffirms Capital Return Plan Disclosed During Q1 2026 Earnings

AT&T CEO Stankey to Speak at JPMorgan Conference on May 19, Reaffirm 2026 Guidance and $45B Shareholder Returns

SandboxAQ and Anthropic Collaborate to Integrate Scientific AI Models into Claude

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

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置顶新闻

FreeWheel, Comcast unit, expands partnership with DSPolitical for 2026 CTV political ads

CMCSA

Comcast's FreeWheel has expanded its partnership with DSPolitical to enhance political ad targeting for the 2026 midterm elections. This collaboration allows campaigns to utilize first-party voter data through FreeWheel Buyer Cloud and the FreeWheel Identity Network, boasting improved match performance and faster audience onboarding. The partnership aims to refine targeting precision and reduce ad waste.

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Comcast

ISHRS S&P Glb Telco

Comm Servcies Select Sector SPDR

COMCAST HOLDINGS CORPORATION 2% CNV PREF SEC15/10/2029 USD71

Comcast - WI

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DTCR

Blackstone Inc. (NYSE:BX) stock rose 0.82% in premarket trading following the announcement of a $5 billion joint venture with Google focused on AI infrastructure. The new company will utilize Google Cloud's TPUs to provide cloud computing services. Despite a bearish trend, Blackstone aims to meet rising demand for accelerated computing. The stock has declined 19.53% over the past year, with key resistance at $117.66 and support at $101.73. Analysts maintain a Buy rating with an average price target of $146.92.

- Blackstone Inc. announced a joint venture with Google to create an AI-focused cloud infrastructure company, committing $5 billion to the effort.  
- The new entity will leverage Google Cloud’s TPUs to meet increasing demand for AI computing, with plans to launch in 2027.  
- Despite this positive development, Blackstone’s stock has declined 19.53% over the past year, indicating broader market challenges.

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Blackstone

Alphabet

Alphabet - C

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

What's Going On With Blackstone Stock Tuesday?

Eight leading U.S. communications firms, including AT&T and Verizon, have formed the Communications Cybersecurity Information Sharing and Analysis Center (C2 ISAC) to enhance cybersecurity collaboration. This non-profit aims to address evolving cyber threats through shared resources and expertise. Valerie Moon will serve as executive director, overseeing operations. The initiative builds on decades of public-private cooperation and is set to begin operations in June.

Unusual Whales

AT & T

Verizon

iShares US Telecommunications

SPDR S&P Telecom

Charter Comm

Lumen Tech

T-Mobile US

Zayo Group Holdings, Inc.

AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T Pref Share TBB 5.35 11/01/2066

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T-Mobile USA Inc Pref Shares TMUSL 6.25 Perp 09/01/2069

T-Mobile USA Inc Pref Shares TMUSZ 5.5 Perp 03/01/2070

T-Mobile USA Inc Pref Shares TMUSI 5.5 Perp 06/01/2070

Eight Leading U.S. Communications Firms Form C2 ISAC to Strengthen Cybersecurity Collaboration

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Verde Capital Management increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 1,036.8% in Q4, owning 43,618 shares valued at $4.09 million. Other institutional investors also adjusted their holdings. Netflix shares opened at $89.65, with a market cap of $377.50 billion and a P/E ratio of 28.96. The company reported $1.23 EPS for the last quarter, exceeding estimates, and has set Q2 2026 guidance at 0.780 EPS.

- Verde Capital Management increased its stake in Netflix, Inc. by 1,036.8% in Q4, acquiring a total of 43,618 shares valued at $4.09 million.  
- Other institutional investors have also raised their stakes, with significant increases reported by Apriem Advisors, Tortoise Investment Management LLC, and others in Q3.  
- As of recent filings, institutional investors own 80.93% of Netflix, which reported a strong earnings performance, with revenue exceeding expectations and a positive outlook for future EPS.

Market Beat

Netflix

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Mobileye Global

Verde Capital Management Has $4.09 Million Position in Netflix, Inc. $NFLX

Resona Asset Management Co. Ltd. increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 878.6% in Q4, owning 1,292,537 shares valued at $121.3 million. Other institutional investors also adjusted their positions. CEO Theodore A. Sarandos and insider David A. Hyman sold shares to cover tax obligations. Analysts have set various price targets for Netflix, with a consensus rating of 'Moderate Buy' and a price target of $114.82.

- Resona Asset Management Co. Ltd. increased its stake in Netflix, Inc. by 878.6% in Q4, acquiring over 1.1 million additional shares, bringing its total to approximately 1.3 million shares.  
- Multiple hedge funds also adjusted their Netflix holdings, reflecting confidence in the company's ad-supported business and user engagement, as evidenced by research analysts maintaining positive ratings and price targets.  
- Despite this optimism, insider sales occurred, and concerns linger regarding Netflix’s ability to translate ad revenue growth into stronger earnings.

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Netflix, Inc. $NFLX Stock Position Raised by Resona Asset Management Co. Ltd.

GGLL

Direxion's Mo Sparks claims Google is leading in AI monetization through its TPU, cloud, and search strategies, outperforming rivals like Amazon and Meta. Sparks highlights Google's holistic approach to AI, allowing it to adapt quickly to market demands. He notes that the expanding TPU business indicates a broader AI infrastructure market, suggesting significant growth potential beyond Nvidia. The key takeaway for investors is that success in the AI race hinges on effective monetization across the entire AI stack.

- Alphabet Inc. is positioned as a leader in monetizing artificial intelligence compared to other hyperscalers, according to Mo Sparks from Direxion.  
- Sparks highlights Google's effective monetization across various sectors, such as chips and cloud services, which allows for unique market flexibility.  
- He suggests that the competition in the AI race is shifting towards the ability to monetize the full AI stack rather than merely developing superior hardware.

Direxion Daily GOOGL Bull 2X Shares

Amazon

Meta Platforms

NVIDIA

NVIDIA Corporation

EXCLUSIVE: Google's AI Monetization Strategy May Be Leaving Rivals Behind, Says Direxion

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FCOM

Meta Platforms Inc. is laying off 8,000 employees, about 10% of its workforce, starting May 20, despite reporting record profits of $56.31 billion in Q1 2026. The layoffs are part of a strategy to redirect funds towards AI investments, with capital expenditure forecasted between $125 billion and $145 billion. While analysts maintain positive price targets, internal morale is low, and compensation disparities are growing. More layoffs are anticipated in the latter half of 2026 as Meta adjusts to its new operational strategy.

- Meta Platforms Inc. is laying off about 8,000 employees and canceling 6,000 open positions, despite posting record profits in early 2026.  
- The cuts are part of a strategic shift to redirect funds towards AI initiatives, reflecting the company's focus on operational efficiency rather than financial distress.  
- Internal morale is reportedly low, which could impact talent retention, while analysts maintain a bullish outlook with significant price targets despite the stock's underperformance.

GraniteShares 2x Long META Daily ETF

First Trust DJ Internet Fd

Direxion Daily META Bear 1X Shares

Roundhill META WeeklyPay ETF

Direxion Daily Meta Bull 2x Shares

Fidelity MSCI Telco Svc Index

Mizuho Financial

JPMorgan Chase

Bank of America

Mizuho Financial Group, Inc.

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JPMorgan Chase & Co.

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

Bank of America Corp

Meta's 8,000 Job Cuts To Foot The $145B AI Bill

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.

Berkshire Hathaway

Berkshire Hathaway B

Atlantic Union Bankshares

Pershing Square

ATLANTIC UNION BANKSHARES CORP 6.875% DEP SH RP 1/400 NON CU PR PF SR A

Atlantic Union Bankshares Corporation

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

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

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

NFXS

Nielsen's April 2026 report indicates that Poland's average daily video viewing decreased to 3 hours 51 minutes, with streaming's share of total TV viewership rising to 10.9%. This marks an increase from 10.5% in March, driven by a decline in traditional TV viewing. YouTube's share remained at 2.3%, while Netflix's share fell to 1.7%.

- Nielsen’s April 2026 report for Poland indicated an average daily video viewing time of 3 hours and 51 minutes, a decrease of 2 minutes from March.  
- This decline was attributed to a fall in traditional TV viewing, while online viewing increased, with streaming reaching a total viewership share of 10.9%.  
- YouTube's share remained stable at 2.3%, whereas Netflix's share decreased to 1.7% from 2.0% in March.

Direxion Daily NFLX Bear 1X Shares

Nielsen: Poland streaming share rises to 10.9% in April 2026

TMUS

ProShare Advisors LLC increased its stake in T-Mobile US, Inc. by 40.2% in Q4, owning 1,836,143 shares valued at $372.81 million. Other hedge funds also raised their holdings. T-Mobile's stock opened at $190.65, with a market cap of $206.32 billion and a PE ratio of 20.28. The company reported $2.27 EPS, exceeding estimates, with revenue of $23.11 billion, up 10.6% year-over-year.

ProShares Ultra Communication Services

ProShare Advisors LLC Has $372.81 Million Stake in T-Mobile US, Inc. $TMUS

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