iShares US Tech

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

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

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

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

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 Lowers Meta Price Target to $765 from $770

Wells Fargo Raises Alphabet Price Target to $435

OpenAI and Google Partner to Launch Dual-Track Technology for Enhanced AI Image Provenance Detection

Midwest and other institutions significantly increase AMD holdings, market cap reaches $67.5B

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

Google I/O 2026 Announces Cross-Device Continuation Feature 'Continue On' for Android 17

Intrua Financial LLC Reduces Stake in Advanced Micro Devices by 43.6%

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

Kepler Cheuvreux Reduces Meta Stake by 21% to 64,109 Shares Worth $42.31M

OPTIMI HEALTH CORP

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

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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.

Baystreet

Alphabet - C

Alphabet

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OpenAI

Alphabet Unveils New A.I. Models At Developer Conference

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Markets found some stability during the US afternoon session with semis reversing back into the green, only to fade later into the close, but are accelerating in the overnight session with NVDA tonight clearly the main event of the week and should anchor the session as long as rates are mildly stable.Oil Impact

- Markets showed initial stability in the US afternoon session, with semiconductor stocks briefly recovering before declining again.  
- The overnight session has seen an acceleration, particularly influenced by NVIDIA's performance, which is expected to be the week's focal point amid stable interest rates.  
- Oil market developments also play a significant role in overall market dynamics.

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Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

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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.

Unusual Whales

Roundhill GOOGL WeeklyPay ETF

Averlon Launches Precog to Stop Exploitable Risk Before It Reaches Production

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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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NASDAQ Composite Index

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CITIGROUP INC 6.250 NON CUM SER II PFD WI

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

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Nvidia has received U.S. approval to sell H200 chips to 10 Chinese companies, but faces challenges due to China's strict oversight. The Chinese government is promoting domestic suppliers and potentially more favorable foreign partners like AMD, impacting Nvidia's market share in the $50 billion AI chip sector, which has declined due to export controls.

- Nvidia has received U.S. approval to sell H200 chips to 10 Chinese firms, but regulatory oversight from Beijing restricts their actual access.  
- Meanwhile, China is redirecting its AI demand towards domestic suppliers and more aligned foreign companies such as AMD.  
- The AI chip market in China, worth approximately $50 billion, has seen Nvidia's market share decline significantly due to export controls.

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Nvidia wins China chip nod but faces new roadblocks

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.

TechCrunch

Meta Platforms

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

Nvidia CEO Jensen Huang stated that workers are more likely to lose jobs to those who can effectively use AI rather than to AI itself. During a panel discussion, he emphasized that AI can automate tasks but does not eliminate jobs. He encouraged workers to learn AI tools as adoption increases across industries. Huang also noted that AI has transformed fields like radiology, leading to more job opportunities rather than fewer. Rep. Ro Khanna highlighted the need for workers to have ownership and bargaining rights amid technological changes.

- Jensen Huang, CEO of Nvidia, stated that workers are more likely to be displaced by those skilled in using AI rather than by AI itself.  
- He emphasized that AI can automate tasks but does not necessarily eliminate jobs, as evidenced by the increasing use of AI in fields like radiology, which has led to more employment rather than less.  
- Huang encouraged workers to become proficient in AI tools as the technology becomes integral across various industries.

benzinga_article

Spdr Select Tech

Tesla

Most People Won't Lose Jobs To AI, Nvidia CEO Jensen Huang Says — But 'Will Lose Their Job To Somebody Who Uses AI'

AAPL

Google is introducing a new feature called 'Continue On' for Android, similar to Apple's Handoff. This feature allows users to transfer tasks from their Android phone to a compatible tablet. Initially, it will only support moving tasks from phone to tablet, with plans for bidirectional support in the future. Users will see a 'Continue On' icon on their tablet, suggesting recently used apps from their phone.

- Google is introducing a new feature called "Continue On" that enables users to move tasks from an Android phone to a compatible tablet.  
- At launch, this feature only supports transferring tasks from phone to tablet, with plans for bidirectional support in the future.  
- The "Continue On" icon will appear on Android tablets, suggesting the most recently used apps from the phone, allowing users to quickly access documents and emails.

The Verge

Apple

Android 17 is getting its own version of Apple’s Handoff

At Google I/O 2026, Google announced the launch of Pics, an AI-powered design app for Google Workspace. Designed for users from teachers to small business owners, Pics allows easy generation and editing of visuals using simple text prompts. This move positions Google against competitors like Canva and highlights the growing importance of AI in design. The app will be available to testers and Google AI Ultra subscribers this summer, featuring advanced editing capabilities powered by Gemini and Nano Banana 2.

- Google has launched Pics, an AI-powered design app for Google Workspace, aimed at making design accessible to a broad audience, including teachers and small business owners.  
- The app allows users to create various visual content with simple text prompts and offers easy editing features powered by Gemini.  
- Pics is designed to compete with existing design applications and will be available to Google AI Ultra subscribers this summer, enhancing the visual content landscape for businesses.

ISHRS S&P Glb It

Google just declared itself a contender in AI design at IO 2026

GIGABYTE has launched the new B850 AORUS ELITE-P ICE motherboard edition, designed for anime fans and PC DIY communities. This edition features exclusive illustrations, enhanced performance technologies like X3D Turbo for AMD Ryzen™ 9000 processors, and EZ-DIY innovations for easier assembly. The B850 series will be showcased at COMPUTEX, with two aesthetic variants available.

- GIGABYTE has launched the B850 AORUS ELITE-P ICE motherboard edition, targeting anime fans and PC customization enthusiasts.  
- This new ATX version features exclusive Ari-inspired designs, X3D Turbo mode for enhanced gaming performance, and AI-driven technologies aimed at optimizing user experience.  
- The B850 Ari Editions will be showcased at GIGABYTE's booth during COMPUTEX, highlighting innovations that simplify PC building and performance tuning.

prnewswire

VG Info Tech

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22:44 ETGIGABYTE lanza nuevas ediciones B850 Ari para responder a la alta demanda de las comunidades de anime y de montaje de PC

iShares US Tech(IYW.US)