T-Rex 2X Long Alphabet Daily Target ETF

Google Announces Expansion of Chrome Gemini Features to Latin America, Africa, and Middle East

Google Cloud Delhi Third-Party Data Center Fire Causes Network Capacity Drop

Google Launches Agent Risk Monitoring for Gemini

Google Launches Gemini 3.5 Real-time Translation Model

Google Opens Exclusive Preview of New Workspace Features to Select Enterprise Customers, Full Rollout Later This Year

Waymo Acquires Arizona Autonomous Driving Test Facility from Apple-Linked Partner for $220 Million

NTT DATA and Google Cloud Expand Partnership to Build Global Gemini Enterprise Practice

Google Launches DeepMind Accelerator Robotics Project and Selects 15 European Robot Companies

TD Cowen Raises Alphabet Price Target to $475

Google Releases Unified Workspace CLI Tool gws for Humans and AI Agents

Apple Announces Major Overhaul of Apple Intelligence Platform, Unveils New Architecture in Partnership with Google

Google Launches AI Scam Call Detection for Android to Combat Fraud

Geode Reduces Alphabet Stake, Insiders Sell as Analyst Ratings Diverge

European Parliament Mandates Replacing Google with French Search Engine for Internal Use

Google and Telstra Partner to Integrate Networks and Enhance Australian Digital Infrastructure

Google and Partners Connect 25MW Murrawalla Solar Farm to Australian National Electricity Market

Google quietly cuts cloud department staff

PwC and Google Cloud Collaborate to Accelerate AI Threat Defense

Google Announces New Data Centers and Energy Investment in Two Texas Counties

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Sadot

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Micron Technology shares rebounded over 7% in pre-market trading, driven by Tesla CEO Elon Musk's bullish endorsement and Wells Fargo raising its price target to $1,220. Micron CEO Sanjay Mehrotra highlighted that AI growth is fueling unprecedented demand for high-performance storage, citing structural supply constraints that will likely persist beyond 2026. The company has secured long-term partnerships with major hyperscalers like NVIDIA, Google, and Amazon to solidify its position in the AI memory supply chain.

- Following a sell-off, Micron Technology rebounded significantly, assisted by optimistic comments from CEO Elon Musk regarding chip manufacturing capacity.  
- Micron's CEO, Sanjay Mehrotra, emphasized the growing storage demand driven by advancements in AI, predicting that supply constraints will persist beyond 2026.  
- Micron has forged partnerships with major companies like NVIDIA and Amazon to bolster its position in the AI memory supply chain.

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Micron Tech

Amazon

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Alphabet - C

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Micron Rebounds 7% Pre-Market, Musk Personally Endorses. Wells Fargo Gives $1,220 Price Target

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Alphabet (GOOG) shares fell on Monday as the company announced plans to raise $85 billion in new capital to fund aggressive AI infrastructure expansion. This equity raise, which includes a $10 billion investment from Berkshire Hathaway, has raised investor concerns about dilution. The stock decline is further compounded by Alphabet's ex-dividend date and its fourth consecutive weekly loss.

- Alphabet Inc. shares are experiencing a decline due to an unexpected $85 billion capital raise aimed at enhancing AI infrastructure.  
- Investor concerns about equity dilution and the company's extensive spending on data centers contribute to the stock's fourth consecutive weekly drop.  
- The additional pressure from the ex-dividend date further exacerbates the situation, causing a typical price adjustment as investors react to the substantial capital-raising announcement.

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What's Going On With Alphabet Stock?

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Intel stock surged nearly 13% as its foundry customer list expanded. Reports suggest Alphabet may order TPUs, Nvidia is considering Intel for chip assembly, and Tesla seeks to license the 14A process. Additionally, Intel announced seven new games optimized via IBOT, bringing the total to 19 titles with an average 12% performance boost. Despite the rally, Wall Street maintains a 'Hold' consensus on INTC.

- Intel (INTC) faced concerns regarding its new foundry divisions lacking customers, potentially leading to wasted production capacity.  
- However, recent reports suggest a growing customer list, including a potential order from Alphabet for three million TPU chips and interest from Nvidia and Tesla.  
- Following these developments, Intel's shares saw a nearly 13% increase, while analysts maintain a Hold consensus rating amid a significant share price rally over the past year, indicating a potential downside risk.

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Intel Stock (NASDAQ:INTC) Blasts Up as Blue Chip Customer List Grows

ANTH

Google reduced its AI Plus subscription price from $7.99 to $4.99 and doubled storage, intensifying the US AI subscription price war. This move mirrors strategies in emerging markets and signals a shift toward commoditization of AI infrastructure. Experts predict this competition will pressure margins for pure-play AI providers like OpenAI and Anthropic as they prepare for public listings.

- Google has reduced the monthly price of its AI subscription, Google AI Plus, from $7.99 to $4.99, while doubling the storage capacity to 400 gigabytes.  
- This price adjustment aims at capturing U.S. consumers, following competitive pricing strategies established in emerging markets like India.  
- Experts suggest that this price war signals a broader trend towards commoditization in AI infrastructure, potentially impacting the profitability of major AI providers over time.

TechCrunch

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Equinix

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Google just fired a warning shot in the AI subscription price wars

CNBC’s MacKenzie Sigalos reports on the divergent market reaction after Apple’s developer conference, as Morgan Stanley raises its Apple price target while investors reward Alphabet’s role in the AI infrastructure stack.

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Morgan Stanley

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WWDC splits the Mag 7 trade: Apple pressured near term, Alphabet boosted by AI demand

CDNS

Hilton Head Capital Partners LLC acquired a new stake in Intel Corporation (INTC) during the fourth quarter, purchasing 5,465 shares valued at approximately $202,000. This move aligns with broader institutional activity, as other firms like iA Global Asset Management and Van ECK Associates also increased their holdings. Meanwhile, Intel reported strong quarterly earnings, beating EPS estimates, and announced collaborations with Google and Cadence to bolster its foundry business.

- Hilton Head Capital Partners LLC acquired 5,465 shares of Intel Corporation, valued at approximately $202,000, during the fourth quarter.  
- Other institutional investors, like iA Global Asset Management and Van ECK Associates, also increased their stakes in Intel, highlighting significant investment activity in the company.  
- Intel's recent financial performance includes a quarterly earnings report exceeding analyst expectations, contributing to positive market sentiment around its potential in the semiconductor industry.

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Marvell Tech

Hilton Head Capital Partners LLC Takes Position in Intel Corporation $INTC

Jim Cramer warns that upcoming AI IPOs may require $500 billion in funding, raising concerns about capital availability. However, Alphabet's successful $80 billion stock sale demonstrates sustained investor appetite. Despite recent market pullbacks, Cramer views some sell-offs as overreactions, citing strong fundamentals in certain AI companies.

- Cramer estimates that upcoming AI IPOs could require $500 billion, raising concerns about funding sources.  
- Alphabet successfully completed an $80 billion stock sale, the largest follow-on equity raise ever, indicating solid investor interest.  
- Cramer believes that some recent market selloffs are overreactions, citing strong fundamentals in specific AI companies.

Cramer warns of $500B AI funding crunch despite record Alphabet raise

Tech leads job cuts while ramping up AI hiring

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Reddit (RDDT) shares rose 4.14% to $178.21 on Tuesday, driven by improved risk appetite and stabilizing growth stocks. Key factors include sensitivity to interest rates following the May jobs report, disappointment over exclusion from the S&P 500, and investor focus on AI licensing renewals with Google and OpenAI at the Annual General Meeting. Technically, momentum is improving, though the stock remains below its 200-day moving average.

- Reddit Inc (NYSE:RDDT) shares are up 4.14% as market conditions improve, particularly for high-multiple growth stocks.  
- The stock is influenced by economic factors, with a significant job report impacting growth valuations, while disappointing news regarding its S&P 500 inclusion has affected investor sentiment.  
- The company is holding its Annual General Meeting, focusing on user growth and AI licensing renewals, which are critical for future revenue projections.

T-Rex 2X Long Alphabet Daily Target ETF(GOOX.US)