Dan IVES Wedbush AI Revolution ETF

Google Updates AI Pricing Plans: Ultra Tier Cuts Price and Integrates YouTube Premium

Google Launches Universal Commerce Agreement Features and Retailer AI Tools

Google to Launch More Helpful Ads in AI Mode

Citizens Jmp Reaffirms 'Outperform' Rating on Alphabet with $515 Target Price

Jefferies Reaffirms Buy Rating on Alphabet, Analysts Raise Price Targets, Alphabet Beats Earnings

Bank of America Maintains Buy Rating on Alphabet, Target Price $430

Tesla FSD Approved in Lithuania, Second European Country Allowing Use on Public Roads

AMD's Su visits Taiwan to secure capacity and will attend forum to deconstruct AI strategy

Micron: Morgan JPM Conference Says Financial Outlook Enhanced, Q3 Free Cash Flow to Hit New High

Tesla Updates Canada Model 3 Acceleration Data, Angering Buyers

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

Paul Tudor Jones Increases Tesla Stake by 9 Times

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

OpenAI Invests $234M in Singapore to Build First Overseas AI Lab, Google Deepens Cooperation

Bezos: AI will solve various problems including building permit approvals

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Thales and Google Cloud Sign Deal to Launch Independent European Cloud Solution in Germany

Wells Fargo Raises Alphabet Price Target to $435

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Analysts suggest that an impending 18-day strike by Samsung workers could tighten memory supply and boost Micron's stock. Shares of Micron rose 2% following reports of the strike, with expectations that the disruption could lead to higher prices and increased market share for Micron. Analysts also note that Micron is actively recruiting talent in the high-bandwidth memory sector, aiming to strengthen its position in the AI memory ecosystem amidst Samsung's labor issues.

- An expected 18-day strike by Samsung workers could severely impact memory supply, potentially driving up prices and benefiting Micron's stock.  
- Analysts indicate that Micron may gain a larger market share and price premium during this disruption, as the demand for high-bandwidth memory is increasing amid the AI data center boom.  
- Despite the strike, recent court rulings may mitigate some of the supply constraints, resulting in uncertain effects on the memory market.

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Micron's stock gets a boost. Are Samsung's problems helping?

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Alphabet Inc. launched new AI products at its Google I/O 2026 event, highlighting its shift from AI laggard to leader. Analyst Justin Post maintained a Buy rating with a $430 price target, noting the company's increasing leadership in consumer AI experiences. Key announcements included the launch of Gemini 3.5 Flash, a redesigned search experience, and personal AI agents. Despite a 0.75% decline in stock price to $384.74, the event showcased Alphabet's strong position in the evolving AI landscape.

- Alphabet Inc. launched new artificial intelligence products at its Google I/O conference, emphasizing AI-driven upgrades across its ecosystem.  
- Analyst Justin Post maintained a Buy rating with a $430 price target, noting that Alphabet is gaining leadership in consumer AI following the event’s announcements.  
- The conference highlights Alphabet’s growth in AI user adoption and its competitive position in the fast-evolving tech landscape.

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Seeking Alpha analysts have turned bearish on Intel (INTC), downgrading ratings due to concerns over its high valuation amid AI hype. Analyst Johnny Zhang cut his rating to Strong Sell, citing an unsustainable P/E ratio of 100x. The Oriental Trader downgraded from Strong Buy to Hold, highlighting competitive challenges. Another analyst recommended a hedged AMD-long/Intel-short strategy, suggesting Intel may be more attractive after proving its growth potential. Overall, Intel's average rating remains a hold.

- Analysts are becoming less optimistic about Intel (INTC) after its recent stock rally.  
- Johnny Zhang of Seeking Alpha downgraded Intel's rating to Strong Sell, citing concerns over its "lofty valuation" driven by AI hype.  
- The analyst argues that the current valuation is unsustainable for the company moving forward.

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Alphabet has introduced new A.I. models at its annual developer conference, including the Gemini 3.5 Flash chatbot and Omni, a world model for simulating physical environments. Gemini 3.5 Flash is faster and priced lower than competitors, becoming the default model in the Google search engine. Gemini Spark, a new A.I. agent, is in beta testing. Alphabet's stock has risen 136% over the past year, trading at $387.66 per share.

- Google parent company Alphabet has introduced new artificial intelligence models, including an updated Gemini A.I. chatbot and a model to simulate physical environments, at its annual developer conference.  
- The Gemini 3.5 Flash, a faster and cheaper A.I. option, will become the default for the Gemini app integrated into Google search.  
- Alphabet's stock has risen 136% over the past year, reflecting investor optimism amid competition from startups like Anthropic and OpenAI.

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Micron Technology, Inc. (MU) has seen a 660% stock increase over the past year, driven by strong financial performance and demand in the DRAM market due to AI spending. The outlook remains positive as the company is positioned to benefit from ongoing market dynamics.

- Micron Technology, Inc. has seen a stock increase of over 660% in the past year, driven by strong financial results.  
- The company is expected to capitalize on ongoing demand-supply imbalances in the Dynamic Random Access Memory (DRAM) market, particularly due to rising AI spending by hyperscalers.  
- This position is anticipated to enhance Micron's earnings further.

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Micron's (MU) Rally Looks Big. The AI Memory Story Still Looks Bigger

Jefferies Financial Group has reaffirmed a 'buy' rating for Alphabet (NASDAQ: GOOGL) in a recent report. Other analysts have also raised their price targets, with Loop Capital setting it at $490.00 and Truist Financial at $415.00. Alphabet's stock is currently trading at $385.01, down 0.7%. The company reported strong quarterly earnings, exceeding estimates with $5.11 EPS and $109.90 billion in revenue.

- Alphabet's stock maintains a "buy" rating from Jefferies Financial Group and other analysts, with several price targets raised, including Loop Capital's increase to $490.00.  
- The company recently reported earnings of $5.11 per share on revenue of $109.90 billion, surpassing estimates, and holds a market capitalization of $4.66 trillion.  
- Insider selling activity is noted but deemed routine, while institutional investors own 40.03% of shares, reflecting ongoing market interest in the company's prospects.

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Jefferies Financial Group Reaffirms "Buy" Rating for Alphabet (NASDAQ:GOOGL)

Averlon, a Redmond-based company, has launched Precog, a predictive remediation tool that identifies potential risks in code and infrastructure changes before they reach production. This initiative addresses the rising vulnerabilities due to rapid software deployment influenced by AI advancements, urging security teams to adopt a proactive approach. Google Cloud's Mandiant also highlights the importance of this development.

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Averlon Launches Precog to Stop Exploitable Risk Before It Reaches Production

Sapient Capital LLC acquired 2,074 shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) valued at approximately $447,000 in the 4th quarter. Other institutional investors, including Jennison Associates and Wellington Management, also significantly increased their holdings in AMD. Analysts have mixed sentiments, with some raising price targets due to AI-driven demand, while others caution about potential pullbacks in the semiconductor sector.

- Sapient Capital LLC acquired 2,074 shares of Advanced Micro Devices, Inc. (AMD) during the fourth quarter, amounting to approximately $447,000.  
- Significant institutional investments in AMD were noted, with holdings boosted by Jennison Associates, Wellington Management, Assenagon Asset Management, and Vanguard Group, representing a growing interest in the semiconductor manufacturer.  
- AMD reported $1.37 earnings per share for the last quarter, exceeding expectations, and its market capitalization stands at $675.15 billion, reflecting robust performance driven by AI infrastructure demand.

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2,074 Shares in Advanced Micro Devices, Inc. $AMD Bought by Sapient Capital LLC

Google is enhancing YouTube's search with AI tools like 'Ask YouTube,' allowing users to pose complex queries and receive tailored responses. Additionally, the new Gemini Omni AI model will be integrated into YouTube Shorts, improving content creation and storytelling. YouTube is also expanding its likeness-detection tool to protect creators from deepfakes. Premium subscribers in the U.S. can access these features now.

- Google is transforming its search experience across platforms, including YouTube, with the introduction of AI tools like "Ask YouTube" for sophisticated queries.  
- YouTube will integrate the Gemini Omni AI model for enhanced video remixing and storytelling, alongside a new likeness-detection tool to protect creators from deepfakes.  
- The rollout of these features will be gradual, with premium subscribers in the U.S. gaining early access, while overall responses to AI integration in other platforms have been mixed.

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‘Ask YouTube’ brings AI-powered conversational search to video, adds Gemini Omni to Shorts

Citi has raised its price target for Micron Technology, Inc. from USD425 to USD840, anticipating a 40% increase in DRAM prices in Q2 FY2027. The firm maintains a Buy rating, projecting continued DRAM price hikes and a 10% increase in FY2027 EPS forecast. Citi expects DRAM prices to rise 200% YoY in 2026 and HBM prices to increase due to tight supply, with manufacturers cautious about expanding capacity amid AI demand.

- Citi raised the target price for Micron Technology, Inc. from USD 425 to USD 840, projecting an 8x FY2027 P/E ratio.  
- The broker anticipates a 40% increase in DRAM prices in the fiscal second quarter and expects the DRAM upcycle to continue through 2027.  
- Citi forecasts DRAM average selling prices will rise 200% YoY in 2026, while noting tight supply in HBM and disciplined supply expansion from manufacturers.

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Citi Raises Micron Technology, Inc.  TP to USD840, Expects Further HBM Price Hikes Next Year

Dan IVES Wedbush AI Revolution ETF(IVES.US)