iShares A.I. Innovation and Tech Act ETF

U.S. House Foreign Affairs Committee passes a bill to restrict the export of high-end AI chips to China

Embodied Intelligence Outlook: 2026 to be a Key Year for Divergence

NVIDIA and Lilly Team Up to Invest $1Billion in AI Drug Discovery Lab

Jefferies Raises NVIDIA's Target Price to $275 and Maintains 'Buy' Rating

Microsoft China will host two online summits on AI infrastructure and intelligent agents

AMD announces the Ryzen 7 9850X3D gaming CPU will launch on January 29 for $499

A class-action lawsuit targets AI recruitment supplier Eightfold AI, whose customers include Microsoft.

Wells Fargo lowers Microsoft's target price to $630.

Nvidia surpasses Apple to become TSMC's largest customer

Alibaba plans to spin off its chip company T-Head for a public listing, with its AI chip capabilities said to be close to NVIDIA's H20

Taiwan stocks close at a historic high, TSMC shares rise 1.15%

NVIDIA Reportedly Participating in New Large-Scale Funding Round for AI Startup Anthropic

Google DeepMind Acquires CEO and Engineers from Hume AI

Apple's Chip Demand Surges, TSMC May Raise Prices

NVIDIA has reportedly surpassed Apple to become TSMC's largest customer

Chinese GPU company Suyuan Technology, with a core team from AMD, files for STAR Market IPO

US GSA Offers Discounts on VMware Product Suite to Promote AI Adoption

Microsoft CEO Satya Nadella Views Intense AI Competition as Healthy

Microsoft to hold a Virtual Training Day on building agentic AI solutions with Azure AI Foundry

ASUS Announces Laptops Featuring AMD's New Ryzen AI 400 Series Processors

60 Degrees Pharmaceuticals

IO Biotech

Namib Minerals

iOthree

EGH ACQUISITION CORP COM USD0.0001(S/R)

Blue Gold

Ascent Solar Tech

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SOXX

SOXL

Cathie Wood Is Doubling Down on Broadcom Stock. Should You?

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Invesco Semiconductors ETF

Broadcom

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Cathie Wood Is Doubling Down on Broadcom Stock. Should You?

GOOG

GOOGL

Substack has launched a TV app for Apple TV and Google TV, allowing subscribers to watch video posts and livestreams from creators. The app features a TikTok-like interface and will include paid content previews for free subscribers in the future. This move aims to enhance Substack's video offerings and compete with platforms like YouTube and Patreon. However, some users express concern over the shift from written content to video, questioning the platform's focus on long-form writing.

- Substack is launching a TV app for Apple TV and Google TV that allows subscribers to watch video posts and livestreams from platform authors.  
- The new app features a “For You” row for video highlights, with plans to enhance capabilities like audio posts, improved search, and dedicated sections for creators.  
- This initiative is part of Substack's strategy to compete with video-centric platforms, but it has met with mixed reactions from users concerned about the shift from written content to video.

TechCrunch

Alphabet - C

Alphabet

Substack launches a TV app

GGLL

GGLS

Epic and Google are in court, attempting to resolve their long-standing feud over Android app store monopolies. Epic's CEO Tim Sweeney and Google's Sameer Samat are seeking a mutual settlement instead of facing the judge's previous ruling. Epic initially sued Google in August 2020, winning a jury verdict in December 2023, which was upheld by an appeals court. The outcome of this courtroom session could significantly impact the future of Android.

- The courtroom is currently addressing Google's alleged monopoly on Android app stores, with Epic CEO Tim Sweeney and Google Android head Sameer Samat present.  
- They aim to persuade Judge James Donato to consider a mutual settlement rather than follow through with the previous court-ordered consequences.  
- Epic Games initially sued Google in August 2020, winning a unanimous verdict in December 2023, which was subsequently upheld by an appeals court without intervention from the US Supreme Court.

The Verge

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Is this the end of Epic and Google’s feud?

MSFT

DTCR

MSFO

MSFU

MSFX

MSFL

CLOU

MSFD

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Microsoft

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Collaboration on AI infrastructure with Nvidia, Broadcom and Microsoft has Corning stock set to light up a breakout.

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AI enabler sparkles and shines. Now comes the main event.

Google has launched free SAT practice exams powered by its AI, Gemini, aiming to make test preparation less stressful for students. By typing "I want to take a practice SAT test," students can access personalized practice exams, with Gemini analyzing results and providing feedback. This initiative, developed in partnership with The Princeton Review, seeks to democratize SAT prep but raises concerns about over-reliance on AI tools, potentially undermining critical thinking skills. Additionally, it poses a threat to traditional SAT tutoring services, as free AI alternatives may disrupt the industry.

- Google is leveraging AI to enhance SAT preparation by offering free practice exams powered by its Gemini platform, allowing students to take tests and receive detailed feedback.  
- This initiative, in partnership with education companies like The Princeton Review, aims to provide equal access to SAT resources for students lacking personalized tutoring, sparking discussions on the role of AI in education.  
- While it presents opportunities for students, concerns arise about AI's impact on critical thinking and the traditional tutoring industry as free AI alternatives threaten established practices.

Google now offers free SAT practice exams, powered by Gemini

NVIDIA DRIVE AV enhances vehicle safety, as demonstrated by the Mercedes-Benz CLA earning Euro NCAP’s Best Performer of 2025 award. This recognition highlights the integration of AI-powered driver assistance with traditional safety features, achieving the highest safety score. The collaboration between Mercedes-Benz and NVIDIA over five years has led to advanced systems that prioritize both crash protection and accident prevention. The CLA's design incorporates a dual-stack architecture for reliability, supported by rigorous safety certifications, showcasing a shift in vehicle safety standards towards AI-driven technologies.

- AI-powered driver assistance technologies are transforming vehicle safety evaluation, exemplified by the Mercedes-Benz CLA receiving Euro NCAP’s Best Performer recognition for 2025.  
- This model leverages NVIDIA DRIVE AV software and combines traditional safety features with advanced systems that enhance overall safety performance.  
- The recognition highlights a broader trend towards integrating AI in vehicles, emphasizing both strong crash protection and proactive accident prevention through sophisticated driver assistance technologies.

NVIDIA Blog

Mercedes-Benz Group AG

Daimler AG

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NVIDIA DRIVE AV Raises the Bar for Vehicle Safety as Mercedes-Benz CLA Earns Top Euro NCAP Award

Forza Horizon 6 is set to launch on Xbox Series X/S and PC on May 19, with early access for Premium Edition pre-orders starting May 15. The game features the largest map in the series, showcasing diverse environments and over 550 cars at launch. A PS5 version is expected later this year, as announced by Xbox and Playground Games during the Developer Direct showcase.

- Forza Horizon 6 will release on Xbox Series X / S and PC on May 19th, with early access for Premium Edition pre-orders starting May 15th.  
- The game will feature the largest map in the Forza Horizon series and include over 550 cars at launch.  
- It will also come to PS5 later this year, showcasing diverse environments like urban areas and natural landscapes.

Forza Horizon 6 launches in May

Jefferies has raised its price target on NVIDIA Corporation (NASDAQ:NVDA) from $250 to $275 while maintaining a Buy rating. NVIDIA is recognized as one of the 15 Best S&P 500 Stocks to look for in 2026, highlighting its strong market position and potential for growth.

- NVIDIA Corporation (NASDAQ: NVDA) has been identified as one of the top 15 S&P 500 stocks for 2026.  
- On January 15, Jefferies increased its price target for NVIDIA from $250 to $275, maintaining a Buy rating.  
- The upgrade reflects confidence in the company's growth potential, particularly in the AI chip market.

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Jefferies raises PT on NVIDIA Corporation from $250 to $275, keeps buy rating

Google and Microsoft respond to inquiries from U.S. Senate members regarding power demands related to artificial intelligence/data centers

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Microsoft is set to host the Xbox Developer Direct 2026 on January 22nd at 1PM ET, showcasing major upcoming titles including Forza Horizon 6, Fable, and Beast of Reincarnation. The event promises news, gameplay, and insights from the development teams, with potential surprises. Fans can watch the live stream on YouTube.

- Microsoft is set to host its annual Xbox Developer Direct on January 22nd, showcasing upcoming games.  
- The 2026 lineup includes Forza Horizon 6, the delayed RPG Fable, and Beast of Reincarnation from Game Freak.  
- The event promises news, gameplay, and insights from development teams, with a possibility of surprise announcements.

Xbox Developer Direct 2026: the biggest games and announcements

Microsoft (MSFT) shares are at a critical support level around $445, which was previously a resistance point. If the stock holds this support, it may rally; if it breaks, a downtrend could form. Investor psychology plays a role, as many regret selling at this price and are placing buy orders. Successful traders wait for a reversal before buying, rather than trying to catch a falling knife.

- Microsoft Corporation shares are trading higher and have reached a critical support level at $445. 
- If this support holds, the stock may begin to rise, but a break below could initiate a downtrend. 
- The formation of support is influenced by investor psychology and the remorse of previous sellers who now wish to reacquire their shares at this price.

benzinga_article

Stock Of The Day: Will Microsoft Hang On?

VRTL

Vertiv, a partner of Nvidia, approached a potential buying point on Thursday in the stock market. The company is projected to experience significant earnings growth. The stock saw a strong 12% gain at the beginning of 2026, indicating positive investor sentiment. This development was highlighted in an article by Investor's Business Daily.

Unusual Whales

Vertiv

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Nvidia partner Vertiv near buy point on 12% gain anticipating substantial earnings growth in 2026.

APLX

APLD

Applied Digital (APLD) reported Q1 2025 earnings with revenue of $60.7 million, a 67% increase, driven by cloud services. Data center hosting revenue reached $34.8 million, while cloud services contributed $25.9 million. Adjusted EBITDA was $20 million, with an adjusted net loss of $21.6 million. The company secured significant investment from NVIDIA, boosting shareholders' equity to $241.8 million. Progress on the Ellendale HPC campus continues, with lease negotiations for a 100-megawatt commitment nearing completion. Management anticipates increased demand from hyperscaler customers for 2025 and 2026 capacity.

- Applied Digital reported significant revenue growth of 67% to $60.7 million, driven by cloud services and full utilization of data centers.  
- The company received substantial post-quarter investment, notably from NVIDIA, boosting shareholders' equity nearly twofold and underscoring its market position.  
- Progress at the Ellendale HPC campus continues, with lease negotiations reaching advanced stages for an initial 100-megawatt commitment, while demand from hyperscaler customers for 2025 and 2026 capacity remains high.

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Applied Digital

Applied Digital APLD Q1 2025 Earnings Transcript

‘Yes or No AI’: 93% of DuckDuckGo Users Overwhelmingly Reject AI, So What Does This Mean for the Future of Nvidia, Alphabet, and Other AI Stocks?

‘Yes or No AI’: 93% of DuckDuckGo Users Overwhelmingly Reject AI, So What Does This Mean for the Future of Nvidia, Alphabet, and Other AI Stocks?

iShares A.I. Innovation and Tech Act ETF(BAI.US)

Cathie Wood Is Doubling Down on Broadcom Stock. Should You?

Substack launches a TV app

Is this the end of Epic and Google’s feud?

Trade Microsoft Stock Before Earnings With This Bull Call Spread

AI enabler sparkles and shines. Now comes the main event.