Xtrackers Artfcl Intlgc and Big Dt ETF

Waymo suspends highway autonomous taxi service in four cities

Meta Responds to Texas Lawsuit: WhatsApp Cannot Access Encrypted User Data and Will Defend

Nvidia Q2 Revenue Forecast Exceeds Expectations at $91B Amid China Ban Impact

Cantor Fitzgerald Maintains Buy Rating on NVIDIA (NVDA) with $350 Price Target

Kawasaki Heavy Industries Partners with Nvidia to Open US Robot Center for Physical AI and Corleo Application

Waymo suspends Robotaxi service in Atlanta and San Antonio due to flooding and safety concerns

Cornerstone OnDemand Expands AWS Partnership, Launches New AI Skills Training Product

Microsoft Pushes Maia 200 Chip, Claims Lower Inference Costs Than Nvidia

Amazon India Launches Over 100 New High-End Beauty Brands to Meet Demand in Tier 2 and 3 Cities

Nvidia China Revenue Drops 53% to $4.55B, Total Sales Surge 85% to $81.6B, Customer Concentration Risk Rises

Apple Launches Sleep Apnea Notification for Apple Watch and Hearing Test for AirPods Pro in India

Wall Street Analysts Adjust Price Targets: Baird Raises Nvidia Target to $500

Alibaba, Baidu, Tencent Q1 2026 Cloud Business Earnings Released: Baidu Leads Growth, Alibaba Maintains Market Share

UBS raises Nvidia price target to $280

Cainiao Unveils First Climbing Robot ZeeBot, Breaking Warehouse Operation Silos

Amazon Plans $33 Billion AI and Cloud Infrastructure Investment in Southeast Asia by 2039

Alibaba Cloud Launches Financial-Grade AI Agent Platform Dianjin, Directly Connecting Market Data and Alibaba Assets

Bill Ackman Significantly Increases Stakes in Microsoft and Amazon, Cuts Alphabet by 95%

Micron Recruits HBM Core Talent in Seoul, Exposing Samsung's Labor Pain Points

Netcapital

Agape ATP

Tradr 2X Long QBTS Daily ETF

Akanda

Defiance Daily Target 2X Long RGTI ETF

PicoCELA

Tradr 2X Long RGTI Daily ETF

Co-Diagnostics

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

NewGenIvf

NVDA

ARMG

NVDU

SOXX

Arm Holdings surged 38% in three sessions, surpassing Micron in the iShares Semiconductor ETF's 2026 return ranking, driven by Nvidia's record earnings. The British chipmaker's stock is up approximately 170% this year, bolstered by a positive Bernstein report and strong fiscal Q4 results. Analysts predict significant growth in the server CPU market, with Arm's revenue mix shifting towards higher royalties as major tech firms design custom silicon on its architecture.

- Arm Holdings plc saw its shares surge by 38% in just three sessions, significantly outperforming Micron Technology Inc. and marking approximately a 170% rise in 2026.  
- This rally was largely fueled by Nvidia Corp.'s record quarter, a fresh bullish analysis from Bernstein, and Arm's impressive quarterly revenue growth of 20%.  
- Analysts expect the server CPU market to grow significantly, with Arm’s revenue mix shifting towards higher royalties as major companies design custom silicon based on its architecture.

benzinga_article

NVIDIA

Leverage Shares 2X Long ARM Daily ETF

Direxion Daily NVDA Bull 2X Shares

SPDR S&P Semicon

iShares Semiconductor ETF

Micron Tech

Alphabet - C

Alphabet

Microsoft

Meta Platforms

Amazon

Intel

STMicroelectronics NV

United Microelectronics

NVIDIA Corporation

STMicroelectronics N.V.

A New Chipmaker Just Topped Micron's 2026 Return, Thanks To Nvidia

NVDL

NVDX

SOXL

NVDY

Hark has achieved a $6 billion valuation after securing $700 million in a Series A funding round led by Parkway Venture Capital, with participation from tech giants like NVIDIA and AMD. The funds will be used to expand its GPU infrastructure and develop advanced AI hardware. Hark aims to create AI models that integrate hardware for true intelligence, focusing on personal intelligence devices. The AI funding landscape has seen unprecedented growth, with $255.5 billion raised globally in Q1 2026 alone, surpassing the total for all of 2025.

- Hark, founded by Brett Adcock, has secured a $700 million Series A round at a $6 billion valuation, featuring investments from tech giants like NVIDIA and Intel Capital.  
- The funding aims to enhance GPU infrastructure, expand the team from 70 to 200 engineers, and develop advanced AI hardware capable of "personal intelligence."  
- AI startups have raised a record $255.5 billion globally in Q1 2026, surpassing all of 2025, reflecting a significant increase in investment demand for AI infrastructure.

Cryptopolitan

SPDR S&P Software

Invesco S&P 500 Equal Weight Tech ETF

VG Info Tech

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Invesco PHLX Semiconductor ETF

Direxion Semicon Bull 3X

Direxion Daily AMD Bull 2X Shares

Invesco AI and Next Gen Software ETF

YieldMax NVDA Option Income Strategy ETF

iShares Expanded Tech Software Sector ETF

GraniteShares 2x Long AMD Daily ETF

VanEck Semiconductor ETF

Spdr Select Tech

Qualcomm

Salesforce

Apple

Tesla

Gartner

OpenAI

36Kr

Hark hits $6B valuation as Parkway Venture Capital leads $700M with NVIDIA, AMD

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07388

NVDD

NVDQ

Nvidia's Vera Rubin Rack is set to cost $7.8 million, double that of the Blackwell Rack, due to significant price increases in memory components, projected to rise by 435%. Despite Nvidia's recent earnings disappointment, related companies in the ecosystem saw stock gains, with memory stocks rising 6-10%. The GPU costs are also expected to increase by 57%.

- Nvidia's earnings report led to a nearly 2% drop in its stock, marking a lackluster performance since May 22.  
- In contrast, companies in the Nvidia ecosystem, particularly memory stocks, experienced gains of 6-10% due to anticipated price increases in memory components.  
- Morgan Stanley's analysis predicts a 435% price surge for these components, alongside a 57% cost rise for GPUs and even higher increases for other parts.

ZeroHedge

Roundhill Memory ETF

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Nvidia's Vera Rubin Rack Will Cost $7.8MM, Double A Blackwell Rack: Here's What's Behind The Soaring Price

Nvidia reported strong earnings with significant revenue and profit growth, yet its stock remained stable as investors considered high valuations and minor revenue misses. The company increased its dividend to 25 cents per share and announced an $80 billion share buyback, indicating confidence but potential growth moderation. This news coincides with fluctuating oil prices, shifting Fed rate hike expectations, and U.S.-Iran negotiations.

- Nvidia reported significant revenue and profit increases, but its stock price remained stable due to high valuations and minor revenue misses.  
- The company increased its dividend significantly and announced an $80 billion share buyback, indicating confidence in future performance amid concerns about growth moderation.  
- These results were released during a period of market volatility, impacted by fluctuating oil prices, changing expectations for Federal Reserve rate hikes, and ongoing U.S.-Iran negotiations.

Nvidia tops estimates with $80B buyback but market stays cautious

Nvidia's private investment portfolio has surged to $42.3 billion, reflecting a significant increase from $22.3 billion a year ago. In just one quarter, the company deployed $17.9 billion into private companies, positioning itself as a major player in AI investments. Nvidia reported $2.6 billion in unrealized gains during the quarter, indicating that its investment strategy is yielding positive results. Overall, Nvidia's total exposure to private investments, including future commitments, approaches $70 billion.

- Nvidia Corp. has significantly increased its non-marketable equity securities, rising to $42.3 billion, up from $22.3 billion a year ago, as per the latest Form 10-Q filing.  
- During the last quarter, the company invested $17.9 billion into private firms, reflecting a deployment rate of nearly $200 million per day.  
- This investment strategy has resulted in $2.6 billion in unrealized gains during the quarter, indicating that Nvidia is evolving from a chipmaker into a major player in AI investments.

Jensen Huang's Other AI Empire Is Now Worth $42 Billion

GOOG

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Google is expanding its AI-powered Gemini for Home capabilities to other manufacturers, aiming to boost subscriptions in the smart home market. Despite previous struggles to profit from smart home devices, Google sees potential in AI-driven subscriptions. This announcement was made during Google I/O, highlighting a shift in strategy to integrate Gemini features into third-party apps.

- Google is expanding its AI-powered Gemini for Home capabilities to other manufacturers to increase subscription sales.  
- The company and others, like Amazon, have faced challenges in the smart home market, struggling to turn profits despite significant investments.  
- During Google I/O, it was announced that Gemini for Home APIs will be available for companies to integrate smart home features into their applications.

The Verge

Roundhill GOOGL WeeklyPay ETF

Global X Internet

Direxion Daily GOOGL Bull 2X Shares

The cost of the smart home is going up

TSLA

Today's economic calendar includes Jobless Claims, Housing Starts, and PMI data, impacting market volatility. SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, and TSLA are under focus as traders react to Nvidia's earnings and macro data. Key price levels for each stock are outlined, with potential movements based on market reactions. Expect elevated volatility throughout the session as traders balance earnings results with economic indicators.

- Today's economic calendar includes significant releases such as Jobless Claims, Housing Starts, and Preliminary PMI data, affecting market activity.  
- SPY is trading around 739.75, with critical resistance and support levels outlined, while other stocks like AAPL, MSFT, NVDA, and TSLA also show defined pivots and potential movements based on momentum.  
- Elevated volatility is expected as traders respond to macro data and post-earnings performances from key companies like Nvidia.

GraniteShares 1.25 Long TSLA Daily ETF

NASDAQ-100

GraniteShares 2x Long META Daily ETF

T-Rex 2X Long Apple Daily Target ETF

T-Rex 2X Long Tesla Daily Target ETF

Invesco Nasdaq 100 ETF

Direxion Daily TSLA Bull 2X Shares

Direxion Daily AAPL Bull 2X Shares

First Trust NASDAQ-100 Equal Weighted

SPDR S&P 500

GraniteShares 2x Long AAPL Daily ETF

Proshares UltraPro QQQ

GraniteShares 2x Long TSLA Daily ETF

Leverage Shares 2X Long TSLA Daily ETF

Roundhill META WeeklyPay ETF

GraniteShares 2x Long MSFT Daily ETF

iShares Core S&P 500

Invesco QQQ Trust

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

VG S&P 500

Direxion Daily Meta Bull 2x Shares

YieldMax MSFT Option Income Strategy ETF

Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

Google Gemini, under Alphabet Inc. (GOOG), is partnering with CapCut to integrate video and image editing features into its AI assistant platform. This collaboration aims to enhance Gemini's creative AI tools, allowing users to edit photos and videos directly through the Gemini app. Specific features and pricing details are yet to be announced. The partnership follows previous collaborations, including a shortcut in Google Photos for editing with CapCut. The launch date for this integration remains unspecified.

- Google Gemini is collaborating with CapCut to integrate video and image editing features into its AI assistant platform.  
- Users will soon be able to access CapCut's editing tools within the Gemini app, although details on specific features and pricing remain undisclosed.  
- This partnership aims to enhance Gemini's AI capabilities by combining them with CapCut's existing AI-driven design and editing technology.

rttnews

Google Gemini Teams Up With CapCut For New AI Editing Tools

Micron Technology Inc (MU) stock rose 2.1% to $747.70 premarket, driven by strong demand for AI-related semiconductors following NVIDIA's impressive earnings report. Analysts have raised Micron's price targets significantly, reflecting optimism about AI infrastructure spending and tighter memory supply. The upcoming earnings report on June 24, 2026, is anticipated to show substantial growth, with EPS estimates at $19.01 and revenue at $33.60 billion. The stock holds a Buy rating with an average target of $620.43.

- Micron Technology Inc. saw its shares rise as investors reacted positively to strong AI-related demand and bullish analyst targets, backed by NVIDIA's robust quarterly results.  
- Analysts anticipate sustained AI infrastructure spending, tight memory supplies, and rising demand for high-performance chips, with Micron’s price targets lifted significantly.  
- NVIDIA reported first-quarter revenues of $81.615 billion, with projected continued growth, influencing optimism around Micron as a key player in the AI memory market.

GraniteShares 2x Long MU Daily ETF

Direxion Daily MU Bull 2X Shares

Citigroup

Mizuho Financial

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Mizuho Financial Group, Inc.

What Is Going On With Micron Stock On Thursday?

APLD

AVEX

US equity futures fell as optimism from a surge in Korean stocks faded after Iran rejected Trump's uranium demands, causing oil prices to rise. Nvidia's earnings failed to boost the AI sector, while Intuit's stock dropped 13% due to workforce cuts. Aevex Corp. and Applied Digital saw gains after positive earnings and contracts. Samsung avoided a strike with a last-minute union deal. Overall, market sentiment weakened amid geopolitical tensions and concerns over inflation.

- U.S. equities experienced a volatile day, driven by significant gains in Asian markets, particularly in Korea, but faced setbacks after Iran rejected a U.S. ceasefire demand, contributing to a rise in oil prices and Treasury yields.  
- Nvidia's earnings results generated mixed reactions, leading to stable performance in its shares, while Intuit's workforce cuts and disappointing earnings caused its stock to drop significantly.  
- Investors are closely watching ongoing geopolitical tensions and their potential impact on global markets, alongside economic indicators and corporate earnings reports due today.

Applied Digital

Aevex

Tradr 2X Long APLD Daily ETF

iShares US Digital Infrastructure and Real Estate ETF

VG Total Stock

S&P 500

JPMorgan Chase

Intuit

ELF Beauty

Nebius

Bloom Energy

Samsung Electronics 

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Samsung Electronics Co., Ltd. Sponsored GDR

Futures Slump, Ignoring Korean Euphoria , After Iran Rejects Trump Enriched Uranium Demands

Xtrackers Artfcl Intlgc and Big Dt ETF(XAIX.US)