ISHRS Russ 1000

Strategy Report

PHUN

ABTC

DJTWW

.SPX

SOXS

.IXIC

SQQQ

GLDM

SDOW

SGOL

A hand-controlled life necessity price, plus a man-made interest price, will ochestrate US' economy boom in 2036.

Phunware

Trump Media & Tech

American Bitcoin

Trump Media & Tech - CW28

C3.AI

VanEck Semiconductor ETF

iShares Core S&P Mid Cap

S&P 500

Direxion Semicon Bear 3X

iShares Gold Trust

NASDAQ Composite Index

Proshares UltraPro Short QQQ ETF

SPDR Gold Minishares

SPDR Gold Shares

iShares Core S&P Small Cap

iShares Core S&P 500

Invesco QQQ Trust

Pro UltrPro Shrt Dow30

Abrdn Gold ETF Trust

3% US 2026 GDP—New Policy Floor of AI Era?

GBTC

SBET

Continued tight liquidity has started to affect beneficiaries under ample liquidity, such as Bitcoin, as well as tech growth stocks with weak fundamentals and excessive valuations. But what cause the liquidity shortage abruption? what may ease it? and how to position portfolios under this circumstance?

Grayscale Bitcoin Trust BTC - ETF

Sharplink

Angel Oak Mortgage-Backed Securities ETF

ON Semiconductor

U.S. gov. shutdown to trigger a 'dollar shortage'?

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

Meta CEO: No company-wide layoffs expected this year

Google Refuses UK Unions' Voluntary Recognition, Agrees to Government-Mediated Negotiations

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

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

Texas Attorney General Investigates Meta Glasses Over Privacy Concerns

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

Google Expands SynthID and C2PA to Combat Deepfakes and AI-Generated Content

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

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

OPTIMI HEALTH CORP

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

HCW Biologics

GCL Global

Micware

Silexion Therapeutics

BiomX

MetaVia

Vida Global

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

NVDA

SOXL

NVDL

SOXX

NVDU

NVDY

NVDX

NVDD

NVDQ

Nvidia is set to report its Q1 fiscal 2027 results on May 20, with analysts expecting $79 billion in revenue and $1.77 EPS driven by strong AI demand. Hyperscalers are projected to invest over $700 billion in AI infrastructure by 2026, enhancing Nvidia's market position. However, a record $62.5 billion in short exposure indicates potential volatility in stock movements post-earnings.

- Nvidia is set to report its Q1 fiscal 2027 results on May 20, with analysts estimating $79 billion in revenue and $1.77 EPS, driven by strong AI demand.  
- Hyperscalers are planning over $700 billion in capital expenditures in 2026, aimed primarily at AI infrastructure, which may enable Nvidia to gain substantial market share.  
- There is potential for volatility ahead, as a record $62.5 billion in short exposure and previous post-earnings stock drops indicate possible sharp market movements, regardless of the results.

NVIDIA

Direxion Semicon Bull 3X

GraniteShares 2x Long NVDA Daily ETF

iShares Semiconductor ETF

Direxion Daily NVDA Bull 2X Shares

YieldMax NVDA Option Income Strategy ETF

T-Rex 2X Long NVIDIA Daily Target ETF

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Nvidia set for pivotal earnings amid AI spending boom

NFLX

NFLW

Analyst Vivek Arya from BofA urges Nvidia to increase cash returns to investors, highlighting its lag in dividends and buybacks compared to peers. While Nvidia has focused on AI investments, CEO Huang may contemplate boosting shareholder returns due to slowing growth. Meanwhile, Netflix plans to stream five NFL games to enhance subscriber growth and ad revenue, though it faces potential technical challenges.

- Analyst Vivek Arya from BofA recommends that Nvidia increase cash payouts to investors, as it currently falls behind its peers in dividends and buybacks.  
- Despite focusing on investments in its AI ecosystem, CEO Jensen Huang may evaluate enhancing shareholder returns due to a slowdown in growth.  
- Additionally, Netflix plans to stream five NFL games to attract more subscribers and ad revenue, although it risks technical issues that could impact viewership.

Netflix

Roundhill NFLX WeeklyPay ETF

Direxion Daily NFLX Bull 2X Shares

T-REX 2X Long NFLX Daily Target ETF

Bank of America

NVIDIA Corporation

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Nvidia faces calls to boost investor payouts as Netflix lands NFL deal

GOOG

GOOGL

GOOW

CLOU

GGLL

Google's AI-powered Search now includes ads featuring chatbots. When searching for products, Gemini AI will highlight relevant items and provide custom explanations for purchases. This update follows the introduction of a new Search box for conversational queries and AI-generated results.

- Google's Gemini AI chatbot will now be integrated into ads, providing relevant product suggestions.  
- When searching for items, it generates a custom explanation for suggested purchases, enhancing user interaction.  
- This update follows a new Search box announcement aimed at facilitating larger, more conversational queries and prioritizing AI-generated results.

The Verge

Alphabet - C

Alphabet

SPDR S&P Software

Roundhill GOOGL WeeklyPay ETF

iShares Expanded Tech Software Sector ETF

Global X Cloud Computing ETF

Direxion Daily GOOGL Bull 2X Shares

Google Search’s AI evolution includes more ads

MSFT

GAMR

MSFX

MSFO

ESPO

MSFU

MSFL

HERO

Microsoft has appointed Matthew Ball as Xbox's chief strategy officer. Ball, a respected game industry analyst known for his annual video gaming report, has previously held leadership roles at Illumination, Amazon Studios, Otter Media, and Accenture Strategy. Xbox CEO Asha Sharma announced his hiring in a memo, highlighting his long-standing partnership with the company.

- Microsoft has appointed game industry analyst Matthew Ball as the Xbox chief strategy officer.  
- Ball is known for his annual state of video gaming report and has held roles at Illumination, Amazon Studios, Otter Media, and Accenture Strategy.  
- Xbox CEO Asha Sharma stated that Ball has been collaborating on strategy with Microsoft since the beginning of the project.

Microsoft

Wedbush ETFMG Video Game Tech ETF

T-Rex 2X Long Microsoft Daily Target ETF

YieldMax MSFT Option Income Strategy ETF

VanEck Video Gaming and eSport ETF

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

Global X Video Games & Esports ETF

Amazon

Accenture

Xbox hires game industry analyst Matthew Ball to lead strategy

NVDS

Analysts remain divided on Nvidia ahead of its earnings report. While many are bullish, Linx Equity cautions that even strong earnings may not sustain the stock's rally, citing slowing momentum in its core GPU business. They set a $205 price target, the lowest on Wall Street, and predict potential short-term gains may fade. Overall, Wall Street maintains a Strong Buy consensus with an average price target of $281.97, indicating a 27.82% upside.

- Nvidia is set to release its first-quarter earnings report, and while most Wall Street analysts remain optimistic, Linx Equity has expressed caution about the stock's future performance.  
- Linx Equity notes that investor focus has shifted from Nvidia's earnings performance to the sustainability of its AI growth, despite ongoing excitement around upcoming products.  
- While the consensus among analysts is a Strong Buy with a significant price target, Linx suggests that any immediate gains post-earnings may not be sustainable in the long term.

Tip Ranks

GraniteShares 2x Short NVDA Daily ETF

AXS 1.5X NVDA Bear Daily ETF

Last Minute Thought: Nvidia Stock Price Set to Fall after Today's Earnings, Says Analyst

Up 110% YTD, Why Nvidia’s Backing Could Keep Nokia Stock Rallying

Barchart Option

Nokia Oyj

Up 110% YTD, Why Nvidia’s Backing Could Keep Nokia Stock Rallying

SMCI

Super Micro Computer (SMCI) stock surged 9.03% to $33.32 on Wednesday, recovering from a recent sell-off. The rise was fueled by optimism surrounding NVIDIA's upcoming earnings and strong demand for liquid-cooled server racks. The semiconductor sector is experiencing a rally, with SMCI benefiting from its role in AI infrastructure. Analysts maintain a Hold rating with a price target averaging $31.90, while the next earnings report is expected on August 4, 2026.

- Super Micro Computer Inc (NASDAQ:SMCI) stock rose 9.03% to $33.32, recovering from a sell-off, driven by optimism before NVIDIA Corp's earnings report.  
- The company benefits from demand for liquid-cooled server racks used for NVIDIA's AI chips, aligning with a broader semiconductor rally where the PHLX Semiconductor Sector gained over 3%.  
- Analysts give SMCI a Hold rating, with upcoming earnings expected to show a year-over-year increase in EPS and revenue, amid mixed sentiment on supply constraints affecting AI infrastructure spending.

benzinga_article

Super Micro Computer

SPDR S&P Semicon

GraniteShares 2x Long SMCI Daily ETF

First Trust Nasdaq Food & Semicon

YieldMax SMCI Option Income Strategy ETF

Defiance Daily Target 2X Long SMCI ETF

ISHRS S&P Glb It

Invesco Semiconductors ETF

Spdr Select Tech

Invesco PHLX Semiconductor ETF

GraniteShares YieldBOOST SMCI ETF

Invesco S&P 500 Equal Weight Tech ETF

Mizuho Financial

Mizuho Financial Group, Inc.

Barclays

Schw Ftml S-Cp

iShares Future AI & Tech ETF

What's Going On With Super Micro Stock On Wednesday?

CRWD

CRWL

Jim Cramer discussed the recent market trends during the CNBC Investing Club's Morning Meeting. Stocks are rebounding, with a focus on AI hardware and semiconductors. CrowdStrike's stock rose 4%, countering fears about AI's impact on cybersecurity. Nvidia shares increased 2% ahead of earnings, with analysts expecting strong revenue. Cramer emphasized the importance of viewing CrowdStrike as defense software. The Club maintains positions in several tech stocks, including Alphabet and Amazon.

- The CNBC Investing Club with Jim Cramer highlighted a rally in stocks, driven by a decline in bond yields and rising oil prices, as investors favored AI hardware and semiconductor stocks.  
- Notable movements included CrowdStrike reaching an all-time high and Nvidia's shares rising ahead of its earnings report, with expectations of strong revenue despite competition concerns.  
- The session also covered stocks like Target, Lowe's, Toll Brothers, and Cava, emphasizing the Club's trading strategies and guidelines for executing trades.

CNBC

CrowdStrike

GraniteShares 2x Long CRWD Daily ETF

Salesforce

ServiceNow

Target

Jim Cramer: Wall Street is waking up to how wrong it got this cybersecurity stock

ISHRS Russ 1000(IWB.US)

Nvidia set for pivotal earnings amid AI spending boom

Nvidia faces calls to boost investor payouts as Netflix lands NFL deal

Google Search’s AI evolution includes more ads

Xbox hires game industry analyst Matthew Ball to lead strategy

Last Minute Thought: Nvidia Stock Price Set to Fall after Today's Earnings, Says Analyst

Up 110% YTD, Why Nvidia’s Backing Could Keep Nokia Stock Rallying

What's Going On With Super Micro Stock On Wednesday?

Jim Cramer: Wall Street is waking up to how wrong it got this cybersecurity stock

Nvidia stock rises ahead of fiscal Q1 report (live coverage)

The AI stock that could quietly double your retirement savings over the next decade