Invesco AI and Next Gen Software ETF

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 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

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

Google Launches Gemini Ultra Model for Video Generation and Editing

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

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

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

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

Amesite

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

Meiwu Tech

NextNRG

Generation Income Properties

MetaVia

CN Energy

Co-Diagnostics

GOOG

GOOGL

DTCR

GGLL

GOOW

CLOU

At Google I/O 2026, CEO Sundar Pichai announced several AI advancements, including the Gemini 3.5 AI models, enhancements for Search and Gmail, and updates on Project Aura smart glasses. The Gemini 3.5 Flash model is now the default for the Gemini app and AI Mode in Search, with the Pro version set to launch next month.

- Google's I/O 2026 keynote featured several AI-related announcements, including the new Gemini 3.5 AI models and updates on Project Aura smart glasses.  
- The launch of Gemini 3.5 Flash marks its introduction as the default model for the Gemini app and AI Mode in Search, with Gemini 3.5 Pro expected next month.  
- For those who missed the event, a comprehensive roundup of the announcements is available.

The Verge

Alphabet - C

Alphabet

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First Trust Index NextG ETF

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Proshares Big Data Refiners ETF

Franklin Exponential Data ETF

Global X Cloud Computing ETF

The 13 biggest announcements at Google I/O 2026

GGLS

At the 2026 Google I/O keynote, Google announced new AI information agents that allow users to create and manage multiple agents for continuous updates on topics of interest. These agents synthesize information, provide actionable insights, and operate 24/7, enhancing user experience beyond traditional search tools. They will be available this summer, initially for Google AI Pro and Ultra subscribers in the U.S. Additionally, Google introduced a redesigned search interface to support more conversational queries.

- At the 2026 Google I/O keynote, Google introduced new agentic capabilities in Search that allow users to create and manage AI agents for continuous updates on topics of interest.  
- These agents synthesize information from multiple sources, provide actionable insights, and help with tasks such as monitoring financial markets and tracking travel prices.  
- The feature will first be available to Google AI Pro and Ultra subscribers in the U.S. this summer, accompanied by a major redesign of Search to enhance user interaction.

TechCrunch

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How to use Google’s new information agents

Google unveiled new AI models and personal AI agents at its annual developer conference, aiming to compete with OpenAI and Anthropic. The highlights include the Gemini 3.5 Flash model, which offers advanced capabilities at reduced costs, and Gemini Spark, a general-purpose AI agent designed to assist users in managing their digital tasks. Additionally, Google introduced Omni, a world model for simulating physical environments. These developments come as the company seeks to enhance product integration and address growing expectations in the AI sector.

- Google announced its latest AI advancements, including the Gemini 3.5 Flash model, at the Google I/O Developers Conference held on May 19, 2026.  
- Gemini 3.5 Flash aims to offer high-quality features at reduced costs, with strengthened cybersecurity to minimize harmful content generation.  
- Additionally, the launch of Gemini Spark introduces a new general-purpose AI agent to assist users, while Google's Omni model simulates physical environments for enhanced digital interactions.

CNBC

OpenAI

Google debuts new AI models, personal AI agents in effort to keep pace with OpenAI and Anthropic

SOXX

SOXL

GraniteShares has filed for an 'Autocallable DRAM ETF' amid a surge in memory chip demand, following a strong rally led by Micron Technology. This move reflects Wall Street's shift towards complex financial products as the DRAM ETF gains popularity, having increased nearly 80% since its April launch. The demand for memory chips, crucial for AI infrastructure, has led to significant price hikes and earnings growth in the sector, despite warnings of potential market overheating.

- The AI memory-chip trade is progressing into a speculative phase with new ETF filings, including an Autocallable DRAM ETF by GraniteShares.  
- The DRAM ETF has surged almost 80% since April, driven by demand for high-bandwidth memory related to AI, while major memory stocks have experienced significant price increases.  
- However, warnings of overheating and bubble-like conditions in the semiconductor market are emerging, as the rapid shift to complex financial products reflects the strong investor interest in DRAM.

benzinga_article

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Sandisk

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Samsung Electronics Co., Ltd. Sponsored GDR

Sandisk - WI

Western Digital - WI

NVIDIA Corporation

GraniteShares Goes Down The AI Memory Lane, Eyes An Autocallable DRAM ETF

In recent news, a new accelerator chip called VerTQ has been introduced, which incorporates Google's TurboQuant algorithm. This innovative chip has successfully reduced the KV cache memory usage of Large Language Models by an impressive factor of 4.3x. Remarkably, despite this reduction, it has been able to maintain or even improve the performance of the models it supports. Notably, VerTQ was autonomously developed by Conductor 2.0, Verkor's secondary project.

Unusual Whales

Verkor Launches Industry's First TurboQuant LLM Inference Accelerator Silicon IP

IREN

Google partners with Blackstone to establish a $5 billion AI cloud, causing a backlash as new AI computing forces decline for two consecutive days. CoreWeave (CRWV.US) fell over 5%, Nebius, IREN, and Hut 8 dropped 5%-6%, while the NBIS leveraged ETF (NEBX.US) declined nearly 10%. Oracle remained stable against the trend

- On May 19, 2026, AI compute service stocks declined, with CoreWeave dropping 5.43% and Nebius Group falling 4.73%.  
- A report indicated that Google and Blackstone plan to form an AI cloud service company, raising concerns about profitability for newer entrants like CoreWeave.  
- Oracle’s stock rose slightly, reflecting investor preference for established cloud computing firms amidst increasing risks for AI-driven companies.

Movers Alert

Hut 8 Mining

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Oracle

Defiance Daily Target 2X Long ORCL ETF

Blackstone

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Google partners with Blackstone to form a $5 billion AI cloud. CoreWeave (CRWV.US) drops over 5%, Nebius (NBIS.US) falls nearly 5%

SNDK

Micron and SanDisk stocks have fallen, but Melius Research analyst Ben Reitzes remains optimistic, raising Micron's price target to $1,100 and SanDisk's to $2,350, indicating potential upsides of 61% and 76%, respectively. He believes AI demand is stabilizing memory companies, with major cloud firms securing long-term supply deals. Micron's high-bandwidth memory is sold out through 2027, enhancing its pricing power. Both stocks hold Strong Buy ratings, though analysts predict slight downside for Micron and 10% upside for SanDisk.

- Memory chip stocks Micron (MU) and SanDisk (SNDK) are experiencing a decline amid a selloff in AI memory stocks, despite optimistic views from analyst Ben Reitzes.  
- Reitzes raised his price targets significantly for both companies, citing strong AI demand and long-term supply agreements as factors stabilizing future revenue.  
- He believes that Micron's high-bandwidth memory (HBM) supply issues and the growing need for flash storage in enterprise AI data centers will continue to drive demand for these memory stocks.

Tip Ranks

Intel

Marvell Tech

Micron and SanDisk Stocks Fall, but One Top Analyst Sees Massive Upside Ahead

Blackstone Inc. (NYSE:BX) stock rose 0.82% in premarket trading following the announcement of a $5 billion joint venture with Google focused on AI infrastructure. The new company will utilize Google Cloud's TPUs to provide cloud computing services. Despite a bearish trend, Blackstone aims to meet rising demand for accelerated computing. The stock has declined 19.53% over the past year, with key resistance at $117.66 and support at $101.73. Analysts maintain a Buy rating with an average price target of $146.92.

- Blackstone Inc. announced a joint venture with Google to create an AI-focused cloud infrastructure company, committing $5 billion to the effort.  
- The new entity will leverage Google Cloud’s TPUs to meet increasing demand for AI computing, with plans to launch in 2027.  
- Despite this positive development, Blackstone’s stock has declined 19.53% over the past year, indicating broader market challenges.

What's Going On With Blackstone Stock Tuesday?

Google is set to launch Android XR glasses, known as Project Aura, which are a blend of headset and mixed-reality glasses. The updated prototype features a new design and carrying case, with hardware improvements since the last reveal. Details about the internal chip remain undisclosed.

- Google has showcased its progress on Project Aura, Android-powered smart glasses that blend features of headsets and mixed-reality glasses.  
- The prototype has undergone several hardware updates over the past months, including a new design for the compute puck and the addition of a carrying case.  
- Details about the chip used in the glasses remain undisclosed, indicating that further information is still pending before the official launch.

A first (and second) look at the Android XR glasses launching this year

Google Search is undergoing significant changes with the introduction of a reimagined search box during Google I/O 2026. The new features include AI Overviews, AI-generated summaries, and an AI Mode for a chatbot-like experience, powered by the Gemini 3.5 Flash model. The updated search box allows for longer queries and includes an AI-powered autocomplete feature.

- Google is advancing its AI capabilities in search with a redesigned search box unveiled at Google I/O 2026.  
- The updated search box, powered by the Gemini 3.5 Flash model, enhances user interaction through AI Overviews and AI Mode features.  
- Google’s vice president of product for Search, Robby Stein, stated that AI Overviews will consistently appear for natural-language queries.

Google Search is getting its biggest changes ever

Invesco AI and Next Gen Software ETF(IGPT.US)