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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 Officially Launches Gemini 3.5 Series Models, Starting with Flash Version

Google Launches Gemini Ultra Model for Video Generation and Editing

Google to Launch AI-Powered Search on YouTube in US This Summer

Google re-enters smart glasses market with partners like Samsung, launching Android XR platform

Google CEO Announces Gemini App Monthly Active Users Doubled in a Year, Surpassing 900 Million

Google CEO Announces AI Overviews Monthly Active Users Reach 2.5 Billion

PAHO and Google join forces to expand access to trusted health information across the Americas

Amazon's Trainium AI Chips are Gaining Traction with Developers, Report Says

Meta's Zuckerberg Plans to Build World's Largest AI Base in Louisiana

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

Cloudflare partners with Amazon-backed Anthropic to offer a secure platform for enterprise AI

Amazon faces user criticism for ending support for older Kindle e-readers

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

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

Huiyiwei Software and Amazon Web Services Announce Multi-Year Strategic Partnership

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

InMed Pharmaceuticals

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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.

benzinga_article

Meta Platforms

GraniteShares 2x Long META Daily ETF

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

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NVDA

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President Trump disclosed significant investments in tech stocks during Q1 2026, including shares of Amazon, Meta, Oracle, and Nvidia, totaling between $220 million and $750 million. His transactions included over 3,700 trades, with notable purchases and sales in the tech sector. The White House stated that Trump's assets are managed by a trust, asserting no conflicts of interest.

- President Donald Trump reported thousands of financial transactions valued between $220 million and $750 million during the first quarter of 2026, focusing heavily on tech stocks.  
- Key transactions included significant buys and sells of companies like Nvidia, Microsoft, and Amazon, with several overlapping news events potentially influencing stock prices.  
- The White House stated that Trump's assets are managed by a trust run by his children, insisting there are no conflicts of interest despite the requirement for transaction disclosure.

CNBC

Amazon

NVIDIA

Oracle

VanEck Semiconductor ETF

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Direxion Semicon Bull 3X

GraniteShares 2x Long AMZN Daily ETF

iShares Expanded Tech Software Sector ETF

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iShares Semiconductor ETF

Defiance Daily Target 2X Long ORCL ETF

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Direxion Daily AMZN Bull 2X Shares

SPDR S&P Semicon

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

Microsoft

ServiceNow

Adobe

Broadcom

Texas Instruments

Dell Tech

NVIDIA Corporation

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Trump went big on tech stocks in first quarter of 2026, new filings show

Tian Yuandong, a former Meta researcher, co-founded Recursive Superintelligence, a start-up focused on self-improving AI systems, raising over US$650 million at a US$4.65 billion valuation. The company aims to automate AI development, a key goal in the industry. With offices in San Francisco and London, it has around 25 employees and is backed by major investors like Nvidia and AMD. Experts warn of the risks associated with such powerful technology, emphasizing the need for safety and alignment with human values.

- A former Meta researcher co-founded Recursive Superintelligence, focusing on self-improving AI systems and raising over US$650 million at a US$4.65 billion valuation.  
- The startup aims to automate AI research and development, a process viewed as the holy grail of AI innovation, potentially allowing rapid advancements compared to competitors.  
- Concerns exist regarding the risks of such AI systems, with experts warning about potential loss of human control and significant economic and social impacts.

SCMP

Invesco AI and Next Gen Software ETF

Invesco PHLX Semiconductor ETF

VG Info Tech

Global X Cloud Computing ETF

Invesco S&P 500 Equal Weight Tech ETF

SPDR S&P Software

Alphabet

Alphabet - C

OpenAI

KNOWLEDGE ATLAS

Ex-Meta Chinese star joins race for self-improving AI with US$4.6b start-up

DTCR

Graphon AI has launched with $8.3 million in seed funding to develop a pre-model intelligence layer that enhances AI models' ability to reason over complex multimodal data. Led by Arvind Gupta of Novera Ventures, the funding round includes participation from several notable investors. Graphon aims to improve the connection between raw enterprise data and AI models, making them more efficient and capable. Early customers include GS Group, which has utilized Graphon's technology for various applications, including enterprise content management and industrial intelligence.

- Graphon AI has launched with $8.3 million in seed funding to create a relational representation layer for AI systems that captures real-world connections across multimodal data.  
- The funding round was led by Arvind Gupta of Novera Ventures, with notable participation from various investment firms, and early customers include the GS Group from South Korea.  
- Graphon's technology allows AI models to reason over vast datasets more effectively, enhancing their capabilities without increasing model size, and aims to transform enterprise AI applications.

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Global X Data Center & Dgtl Infrs ETF

Global X E-commerce ETF

Franklin Exponential Data ETF

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Samsung Electronics 

Hitachi,Ltd.

Hitachi

Samsung Electronics Co., Ltd. Sponsored GDR

Former Amazon, Meta Scientists Unveil Graphon AI, the First Pre-Model Intelligence Layer, with $8.3M in Seed Funding

GOOGL

TSLA

Tech earnings have surged, with Q1 earnings growing over 50% year-over-year, while the forward P/E ratio has decreased to 23.6 from over 30 last year. However, top tech companies now represent over 40% of U.S. investable assets, a concentration level reminiscent of the 2000 bubble. The performance of the Magnificent Seven, which fell 40% in 2022 compared to the S&P's 18%, highlights the importance of diversification in investment portfolios.

- Tech's forward price-to-earnings ratio has decreased to 23.6 from over 30 last year, despite more than 50% growth in Q1 earnings year-over-year.  
- Major tech companies now account for over 40% of U.S. investable assets, a concentration not observed since the 2000 bubble.  
- The significant decline of the Magnificent Seven by 40% in 2022, compared to the S&P’s 18%, highlights the importance of portfolio diversification.

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NASDAQ-100

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First Trust NASDAQ-100 Equal Weighted

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T-Rex 2X Long Microsoft Daily Target ETF

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S&P 500

Tech earnings surge as concentration risk nears 2000 levels

Meta's stock fell 1.76% to $598.92, underperforming the market. The company faces a lawsuit from Santa Clara County over $7 billion in scam ads, seeking penalties and operational changes. Additionally, Meta plans to cut 8,000 jobs to manage $125–145 billion in AI spending, reflecting a shift towards automation in the industry.

- Meta shares declined 1.76% to $598.92, underperforming the market due to technical resistance and sector issues.  
- The company faces a lawsuit from Santa Clara County over alleged profits from scam ads totaling $7 billion annually, seeking penalties and changes in operations.  
- Additionally, Meta plans to reduce its workforce by 8,000 jobs to manage $125–145 billion in AI spending, reflecting a trend towards automation in the industry.

Meta stock dips as $7B scam ad lawsuit and AI cuts loom

Meta Platforms' stock has experienced significant volatility following its Q1 2026 earnings report, with shares dropping 8.6% despite a 33% year-over-year revenue growth. Analysts have adjusted their price targets, with an average target of $815, indicating over 35% upside potential. Most analysts maintain a Buy or Overweight rating, reflecting continued optimism despite recent price fluctuations. The range of price targets varies widely, from $725 to $1,015, suggesting strong future growth potential as Meta's new AI model, Muse Spark, is expected to enhance its market position.

- Meta Platforms has experienced significant volatility in its stock price following earnings reports, with fluctuations between large gains and losses over the past year.  
- Despite reporting strong year-over-year revenue growth and positive analyst forecasts for future upside, the stock fell after its latest earnings due to increased capital expenditure guidance.  
- Analysts continue to maintain a bullish outlook, with most ratings at Buy or Overweight, indicating a potential for strong gains in the long term, despite recent market reactions.

Market Beat

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WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

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Meta Platforms’ Wild Post-Earnings Swings: Where Analyst Price Targets Stand Now

GOOG

Wall Street is concerned about the capital expenditure (capex) of major hyperscalers like Amazon, Microsoft, Alphabet, and Meta, which is projected to rise from $200B in 2024 to nearly $700B. Despite falling free cash flow, these companies continue to invest heavily, reminiscent of AT&T's resilience during the Great Depression. While historical patterns suggest that infrastructure spending may persist even in downturns, the current financial landscape is more precarious, with hyperscalers facing competitive pressures and thinner financial cushions. The imperative to invest remains strong, as cutting capex could jeopardize their market position.

- Wall Street is becoming apprehensive about the capital expenditures of the largest hyperscalers.  
- The four major companies—Amazon, Microsoft, Alphabet, and Meta—spent just over $200 billion in capital expenditures in 2024, with projections nearing $700 billion in 2026.  
- Their combined free cash flow has decreased to approximately $200 billion.

AT & T

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Ma Bell's history hints that AI could be recession-proof

Aries Wealth Management increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 9.7% in Q4, owning 10,496 shares valued at $6.93 million. Other institutional investors also raised their holdings, with 79.91% of the stock owned by institutions. Analysts remain bullish on Meta, citing strong Q1 results and AI developments, despite concerns over employee dissatisfaction and high capital expenditures. META stock opened at $609.63, with a market cap of $1.54 trillion and a P/E ratio of 22.16. The company reported $10.44 EPS, exceeding estimates, with revenue up 33.1% year-over-year.

- Aries Wealth Management increased its stake in Meta Platforms, Inc. by 9.7% in Q4, owning 10,496 shares worth approximately $6.93 million.  
- Other institutional investors also raised their holdings, with notable increases from First National Bank Sioux Falls and Carrera Capital Advisors.  
- Meta Platforms reported strong Q1 results, beating earnings expectations, yet faces investor concerns over high capital expenditures and internal employee dissatisfaction.

Aries Wealth Management Increases Stake in Meta Platforms, Inc. $META

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‘Every Company Is an AI Company Today,’ Billionaire Bill Ackman Says. Here’s What’s Driving Pershing Square’s Big Bet on Meta Platforms.

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‘Every Company Is an AI Company Today,’ Billionaire Bill Ackman Says. Here’s What’s Driving Pershing Square’s Big Bet on Meta Platforms.

First Trust DJ Internet Fd(FDN.US)

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

Trump went big on tech stocks in first quarter of 2026, new filings show

Ex-Meta Chinese star joins race for self-improving AI with US$4.6b start-up

Former Amazon, Meta Scientists Unveil Graphon AI, the First Pre-Model Intelligence Layer, with $8.3M in Seed Funding

Tech earnings surge as concentration risk nears 2000 levels

Meta stock dips as $7B scam ad lawsuit and AI cuts loom

Meta Platforms’ Wild Post-Earnings Swings: Where Analyst Price Targets Stand Now

Ma Bell's history hints that AI could be recession-proof

Aries Wealth Management Increases Stake in Meta Platforms, Inc. $META

‘Every Company Is an AI Company Today,’ Billionaire Bill Ackman Says. Here’s What’s Driving Pershing Square’s Big Bet on Meta Platforms.