Comm Servcies Select Sector SPDR

US Top 8 Telecom Giants Establish Cybersecurity Alliance to Strengthen Industry Defense

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

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

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

SandboxAQ and Anthropic Collaborate to Integrate Scientific AI Models into Claude

Integral Ad Science Expands its AI-driven Content Block Lists to Threads

Dutch Authorities Criticize Meta for Insufficient Action Against Online Shopping Scams

Meta Announces Layoffs and Restructuring: 7,000 to Shift to AI, Management Roles Cut

Meta Connect 2026 Conference Set for September 23-24, Focusing on XR and AI

Arete Research Raises Alphabet Price Target to $425, Maintains Buy Rating

Meta to lay off 8,000 employees this week to fund AI investments

Roth MKM Maintains 'Buy' Rating and $435 Price Target for Google

Berkshire Hathaway discloses a significant increase in its Google stake by over 200% in Q1 2026

Waymo Expands High-Precision Mapping and Trial Operations in London

Take-Two Confirms GTA6 Launch Date for Nov 19, 2026, Retailers Hint at Pre-orders

Scale AI Acquired by Meta for $14 Billion, Pivots to AI Applications Strategy

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

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

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

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

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

Big funds' 13Fs are out: betting on AI compute and safe havens

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.

Market Beat

T-Mobile US

iShares US Telecommunications

SPDR S&P Telecom

VGtelecomm

ProShares Ultra Communication Services

Verizon

AT & T

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

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

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

AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C

AT&T has reaffirmed its Q2 guidance, expecting wireless service revenue growth and free cash flow between $4.0 billion and $4.5 billion. Analysts anticipate free cash flow of $4.48 billion. The company also maintains its long-term outlook, projecting improved adjusted EPS growth through 2028 and plans to return over $45 billion to shareholders via dividends and share repurchases from 2026 to 2028.

Fidelity

ISHRS S&P Glb Telco

Factset Research

AT&T Reaffirms Q2, Long-Term Outlook

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

Charter Comm

Comcast

Lumen Tech

Zayo Group Holdings, Inc.

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

Comcast - WI

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

BILI

09626

BNGE

Bilibili reported a Q1 FY26 net profit of RMB 202 million, reversing a loss from the previous year, with revenue increasing 7% to RMB 7.47 billion. Advertising revenue rose 30% to RMB 2.59 billion, while mobile games revenue fell 12%. Gross profit grew 9% to RMB 2.77 billion, and average daily active users increased by 8% to 115.2 million. The company completed a USD 200 million repurchase program by buying back 2.5 million shares for USD 60.3 million.

- Bilibili reported a first-quarter net profit of RMB 202 million, recovering from a net loss of RMB 10.7 million a year prior, with revenue increasing 7% to RMB 7.47 billion.  
- Advertising revenue surged 30% to RMB 2.59 billion, whereas mobile games revenue declined 12% to RMB 1.52 billion due to high previous performance figures.  
- Average daily active users grew 8% to 115.2 million, and the company completed a USD 200 million repurchase program after buying back 2.5 million shares for USD 60.3 million during the quarter.

PUBT

Bilibili

BILIBILI-W

First Trust S-Network Streaming and Gaming ETF

GF Fund CSI Media ETF

Penghua CSI Media ETF

Invesco Leisure & ENT ETF

Guotai CSI Animation Game ETF

VanEck Video Gaming and eSport ETF

ChinaAMC CSI Cultural Entertainment Media ETF

Yinhua CSI Movies Theme ETF

VanEck Gaming ETF

ChinaAMC CSI Animation Game ETF

Wedbush ETFMG Video Game Tech ETF

Global X Video Games & Esports ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

Bilibili Q1 FY26 net profit turns to RMB 202 million; revenue rises 7% to RMB 7.47 billion

SRVR

IDGT

DTCR

The rise of AI is reshaping the American Dream, favoring blue-collar workers over college graduates. Companies like AT&T are struggling to find skilled labor for essential roles, as AI-driven hiring slowdowns impact entry-level positions for graduates. This shift highlights a potential crisis for new degree holders, as the promise of upward mobility through college is challenged. Major investments in infrastructure are expected to create blue-collar jobs, but the sustainability of this trend remains uncertain.

CNBC

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

Ford Motor

NVIDIA

Oracle

OpenAI

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

NVIDIA Corporation

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

The AI economy is rewriting the American Dream — and blue-collar workers are poised to win

CHTR

Charter Communications Director Mauricio Ramos purchased 9,929 shares at $140.93 each, totaling $1,399,293.97, increasing his stake by 105.85%. Post-transaction, he owns 19,309 shares valued at $2,721,217.37. The acquisition was disclosed to the SEC. CHTR stock opened at $141.21, with a market cap of $17.37 billion. Analysts have mixed ratings, with a consensus target price of $292.00.

Disney

FuboTV

ROYAL BANK OF CANADA

KeyCorp

State Street

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

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

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

State Street® US Equity Premium Inc ETF

Charter Communications (NASDAQ:CHTR) Director Purchases $1,399,293.97 in Stock

Charter Communications has launched an ultra-low latency internet service using L4S technology in select U.S. markets, aiming to enhance user experience in gaming and video calls. This move is part of a broader strategy to differentiate its broadband offerings amid rising competition and heavy debt. Analysts project a revenue of $54.3 billion and earnings of $5.0 billion by 2029, with a fair value estimate of $245.31, indicating a potential 74% upside from the current price. However, concerns about subscriber pressure and capital expenditure remain.

Simplywall

Is Charter’s New L4S Ultra-Low Latency Push Reframing Its Broadband Edge for Investors (CHTR)?

CMCSA

The communication services sector shows oversold stocks with RSI below 30, indicating potential buying opportunities. E W Scripps Co, Comcast Corp, and Omnicom Group Inc are highlighted as major players with significant price drops. E W Scripps has an RSI of 29.9, Comcast at 29.1, and Omnicom at 28.2, suggesting short-term performance potential as they recover from recent declines.

benzinga_article

Scripps

Omnicom

Top 3 Tech And Telecom Stocks That Could Blast Off In Q2

APCX

Apple shares hit a record high, surpassing $300, driven by strong quarterly results and positive investor sentiment. Evercore ISI raised its price target to $365, citing growth in services revenue and AI potential. Tim Cook's visit to China aims to alleviate trade tensions, while the company faces increased antitrust scrutiny in India.

AppTech

VanEck Semiconductor ETF

iShares Expanded Tech Software Sector ETF

Direxion Daily AAPL Bear 1x Shares

GraniteShares 2x Long AAPL Daily ETF

Direxion Semicon Bull 3X

Direxion Daily AAPL Bull 2X Shares

First Trust Index NextG ETF

SPDR S&P Software

Invesco S&P 500 Equal Weight Tech ETF

iShares Semiconductor ETF

Global X Internet

T-Rex 2X Long Apple Daily Target ETF

Apple

Evercore

Apple hits record high as bullish forecast, diplomacy, and legal order align

NWSA

News Corp Cl A (NWSA) shares rose 1.35% to $26.27 on a mixed trading day, outperforming competitors like Alphabet and Amazon. The stock ended a two-day losing streak but remains 16.89% below its 52-week high of $31.61. Trading volume was 3.2 million, below the 50-day average of 4.6 million.

MarketWatch Automated

News

Dow Jones Industrial Average

S&P 500

Alphabet - C

Alphabet

Amazon

News Corporation Shs B Chess Depository Interests repr 1 Sh

News Corporation Shs A Chess Depository Interests repr 1 Sh

News Corp Cl A Stock Outperforms Competitors On Strong Trading Day

FOXA

Fox Corp. Cl B (FOX) shares rose 1.94% to $58.99, outperforming competitors in a mixed trading session. The stock ended a two-day losing streak but remains 13.47% below its 52-week high of $68.18. In comparison, Apple Inc. fell 0.80%, while Amazon.com and Netflix saw slight gains. Trading volume was below average at 594,250 shares.

Fox Corp -B

Netflix

Fox Corp. Cl B Stock Outperforms Competitors On Strong Trading Day

METD

METW

METU

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.

Meta Platforms

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.

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

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

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

Comm Servcies Select Sector SPDR(XLC.US)