Global X Robotics & Artificial

Nvidia Drops for Three Days but Wall Street Raises Target Price to $300 Amid Strong AI Chip Demand

NVIDIA and Google Cloud Announce Collaboration at I/O to Empower 100k Developers Building AI Apps

Goldman Sachs reiterates Buy rating on Nvidia, focusing on growth beyond the "$1 trillion guidance"

Google Upgrades Search Bar and Launches AI Agent Features

Google Partners with Warby Parker and Gentle Monster to Launch AI Audio Glasses, Returning to Smart Eyewear Market

Instacart Announces Deep Integration with Google Gemini AI, Launching Agentic Shopping Feature

US and China agree to intergovernmental dialogue on AI, 10 Chinese firms approved to purchase NVIDIA's H200 chips

Nvidia Plans to Release Q1 FY2027 Earnings Report as AI Infrastructure Spending Solidifies Key Role

Google Unveils Universal Cart at 2026 Google I/O to Enhance Shopping Conversion

Google to hire employees from AI startup Contextual under licensing agreement

Google Adds Android Vibe Programming Support to Google AI Studio

Google Launches Image Creation and Editing Application

Google: Search AI Mode Doubles Quarterly Query Volume Since Launch

Google Launches All-Day Gemini Spark AI Assistant

Google Launches AI-Powered Voice Mode Gmail Live

Google Launches $100 Developer AI Plan, Reduces AI Ultra Price to $200

Google CEO Announces Gemini 3.5 PRO to Launch Next Month

Google CEO Announces Gemini 3.5 Pro Launching Next Month

Google I/O Unveils AI Models and Gemini Expansion

Nvidia Post-Earnings Market Cap Expected to Fluctuate by $355B, Options Show Bullish Sentiment Amid Profit-Taking Risks

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

Pinned News

置顶新闻

AS AI AGENTS SCALE, ENTERPRISES DEMAND EXECUTION CONTROL-- DEVENEX TAKES CONTROL

ARTY

BOTZ

CLOU

Devenex has launched at Google Cloud Next 2026, introducing a governance infrastructure designed to control AI agents' execution across enterprise systems. This Execution Control Plane ensures that every action by AI agents is policy-evaluated, authorized, and recorded, addressing the gap in accountability as enterprises increasingly deploy AI. With projections indicating a significant rise in agentic AI usage, Devenex aims to provide the necessary governance to mitigate compliance risks and enhance operational confidence.

Fidelity

SPDR S&P Software

iShares Future AI & Tech ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

iShares Expanded Tech Software Sector ETF

ISHRS S&P Glb It

Global X Cloud Computing ETF

Alphabet

Alphabet - C

Gartner

Abacus Global

ABACUS GLOBAL MANAGEMENT INC 9.875% SENIOR NOTES 15/11/2028 USD25

Abacus Life - CW27

ALAB

SNDK

NVDA

On Tuesday, the stock market declined as yields rose, with Dow Jones Futures falling. However, AI companies Micron and Sandisk saw stock price increases. Investors are anticipating Nvidia's upcoming earnings report, which could influence market trends. Despite the overall downturn, Micron and Sandisk demonstrated resilience in the AI sector.

Unusual Whales

Astera Labs

Micron Tech

Sandisk

NVIDIA

Dow Jones Industrial Average

Sandisk - WI

NVIDIA Corporation

Dow Jones Futures: Stocks Fall As Yields Jump; Micron, Sandisk, Astera Rise With Nvidia Earnings Due

SOXL

159995

588170

According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

Direxion Semicon Bull 3X

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Invesco Semiconductors ETF

Guotai CSI All Share Integrated Circuit ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

SPDR S&P Semicon

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Harvest SSE STAR Chip ETF

China Merchants CSI Semiconductor Industry ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

ISRG

ISUL

Resona Asset Management Co. Ltd. reduced its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 13.1% in Q4, now holding 212,119 shares valued at $120.6 million. Other hedge funds, like Brighton Jones LLC and Main Street Financial Solutions LLC, increased their stakes. Insider sales included EVP Gary Loeb selling 400 shares and SVP Mark Brosius selling 2,362 shares. Intuitive Surgical's stock opened at $439.92, with a market cap of $155.8 billion and a recent earnings report showing a 23% revenue increase year-over-year.

Market Beat

Intuitive Surgical

SPDR S&P Health Equip

GraniteShares 2x Long ISRG Daily ETF

iShares US Medical Devices

Resona Holdings, Inc.

Truist Financial

Resona Asset Management Co. Ltd. Reduces Stock Holdings in Intuitive Surgical, Inc. $ISRG

SOXS

NVDX

NVDU

NVDY

NVDL

US stock index futures fell, led by weakness in semiconductor shares, raising concerns over inflation and corporate earnings. Dow futures dropped 65 points, with technology stocks under pressure. Oil prices eased but remained high amid Middle East tensions. Treasury yields pulled back after a recent rise. Investors are awaiting Nvidia's earnings and the Federal Reserve's minutes for insights on economic conditions.

- US stock index futures declined due to weakness in semiconductor shares and concerns over inflation, elevated bond yields, and corporate earnings outlook.  
- The S&P 500 futures fell 0.23%, while Nasdaq 100 contracts decreased by 0.46%, reflecting pressure on technology stocks.  
- Market sentiment remains fragile ahead of upcoming earnings reports from Nvidia and Walmart, along with the Federal Reserve's minutes, amid ongoing geopolitical tensions.

Invezz

Direxion Semicon Bear 3X

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Daily NVDA Bear 1X ETF

AXS 1.5X NVDA Bear Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

Walmart

S&P 500

NASDAQ-100

Seagate Tech

Western Digital

Western Digital - WI

Dow futures slip 65 points: 5 things to know before markets open

The U.S. Senate is expected to advance an artificial intelligence framework this year, according to Odaily. Senate Majority Leader Thune indicated that the legislative body plans to move forward with this initiative.

CoinLive

Invesco AI and Next Gen Software ETF

ROBO Global Robotics

FT Nasdq AI & Robotics

U.S. Senate to Advance AI Framework This Year

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

Tip Ranks

Corning

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

Dell Tech

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long DELL Daily ETF

Eli Lilly

Samsung Electronics 

Honeywell

Samsung Electronics Co., Ltd. Sponsored GDR

Honeywell International - WI

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

Government ethics disclosures reveal Eric Trump made 3,642 stock transactions worth up to $750 million in early 2026, with some trades in Nvidia and Eli Lilly occurring just before favorable administration actions, raising conflict-of-interest concerns. Despite Eric Trump's denial that family members direct trades, lawmakers point to signed disclosures that contradict his statements.

- Government ethics disclosures indicate that Trump made 3,642 stock transactions valued up to $750 million in early 2026, with many involving specific companies.  
- Some trades, particularly in Nvidia and Eli Lilly, happened shortly before government actions that benefited those companies, raising conflict-of-interest concerns.  
- Despite Eric Trump's claims that family members do not direct trades, signed disclosures reveal individual stock purchases that contradict these assertions.

Eric Trump denial challenged by filings showing timed stock buys

Tech analyst Beth Kindig has named Bloom Energy (BE) as the 'biggest outperformer' in tech after a remarkable 217% YTD stock rally. Bloom Energy's unique solid oxide fuel cells address critical power generation issues for the AI economy, outperforming traditional mega-caps. The company's Q1 2026 revenue surged 130.4% year-over-year, and analysts have raised price targets significantly, citing grid constraints as a key catalyst for growth.

- Bloom Energy Corp. (NYSE:BE) has significantly outperformed major tech stocks, with a 217% year-to-date increase, making it a top pick for analysts amid growing power generation challenges for AI.  
- The company's solid oxide fuel cells enable data centers to bypass utility interconnection delays, positioning Bloom to capitalize on increased demand for power as AI technology evolves.  
- Recent financial performance highlighted a record $751.1 million in Q1 2026 revenue, representing a 130.4% year-over-year growth, prompting analysts to raise their price targets for the stock.

benzinga_article

Bloom Energy

Oracle

UBS Group AG

NASDAQ Composite Index

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

Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

Nvidia (NVDA) will report its Q1 FY27 earnings this week on May 20. According to TipRanks' Options Tool, options traders expect an 8.65% move in either direction in NVDA stock in reaction to Q1 FY27 earnings. This implied move is slightly higher than Nvidia's average post-earnings move (in absolute terms) of 3.16% over the past four quarters.Claim 55% Off TipRanksForget margin or options. Here's how the pros trade NVDA

- Nvidia (NVDA) is set to release its Q1 FY27 earnings on May 20.  
- Options traders anticipate an 8.65% movement in NVDA stock following the earnings report, exceeding the average post-earnings move of 3.16% observed in the last four quarters.  
- This heightened expectation indicates increased volatility surrounding Nvidia's financial performance announcement.

Spdr Select Tech

XL2CSOPNVDA

XI2CSOPNVDA

Nvidia Will Report Q1 Earnings on May 20 — Options Traders Expect an 8.65% Move in NVDA Stock

Global X Robotics & Artificial(BOTZ.US)