Invesco Nasdaq 100 ETF

Apple Reorganizes Hardware Unit to Accelerate AI Integration and Device Development

Apple Sports Business Expands to Over 90 New Countries and Regions

Microsoft Confirms Patching Issues in Restricted Windows Networks

Tesla to Build Large Solar Panel Factory in Houston

Microsoft security team discloses it has disrupted a cybercrime service that abused software verification systems en masse

Microsoft introduces new Surface devices built for business and AI acceleration

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

Trump's Frequent Tech Stock Trades in Q1 2026 Spark Conflict of Interest Concerns

Cloudflare partners with Amazon-backed Anthropic to offer a secure platform for enterprise AI

Microsoft plans to launch its largest data center in India in mid-2026

Tesla makes key announcements regarding future strategy at its Annual Shareholder Meeting

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

Leaked app beta versions suggest Google is set to launch an agentic AI tool named 'Gemini Spark'

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

Apple faces June 1st compliance deadline for the EU's Digital Markets Act.

Apple Unveils AI-Driven New Accessibility Features, Announces Wheelchair Control and Generative Subtitles Coming Later This Year

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

Ethics Filing Shows Trump Increased Apple Stake in Q1 2026

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

World Investment Advisors Increases Broadcom Stake by 16.1% Amid Insider Selling

Meiwu Tech

Amesite

InMed Pharmaceuticals

Generation Income Properties

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

Co-Diagnostics

MetaVia

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

Phoenix Asia

Gen Digital - Rights

GOOGL

GOOG

SOXL

GOOW

SOXX

GGLL

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

Alphabet

Alphabet - C

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

Roundhill GOOGL WeeklyPay ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

Direxion Daily GOOGL Bull 2X Shares

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

IREN

DTCR

CLOU

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

Nebius

Coreweave

Tradr 2X Long NBIS Daily ETF

Tradr 2X Long CRWV Daily ETF

T-REX 2X Long CRWV Daily Target ETF

Global X Data Center & Dgtl Infrs ETF

GraniteShares 2x Long NBIS Daily ETF

Leverage Shares 2X Long NBIS Daily ETF

Global X Cloud Computing ETF

Oracle

Defiance Daily Target 2X Long ORCL ETF

Blackstone

Citigroup

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

CITIGROUP INC 6.250 NON CUM SER II PFD WI

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

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.

benzinga_article

What's Going On With Blackstone Stock Tuesday?

NVDA

SOXS

NVDX

NVDU

NVDL

US stock index futures fell, led by weakness in semiconductor shares, raising concerns over inflation and corporate earnings. Dow futures dropped 65 points, with technology stocks under pressure. Oil prices eased but remained high amid Middle East tensions. Treasury yields pulled back after a recent rise. Investors are awaiting Nvidia's earnings and the Federal Reserve's minutes for insights on economic conditions.

- US stock index futures declined due to weakness in semiconductor shares and concerns over inflation, elevated bond yields, and corporate earnings outlook.  
- The S&P 500 futures fell 0.23%, while Nasdaq 100 contracts decreased by 0.46%, reflecting pressure on technology stocks.  
- Market sentiment remains fragile ahead of upcoming earnings reports from Nvidia and Walmart, along with the Federal Reserve's minutes, amid ongoing geopolitical tensions.

Invezz

NVIDIA

Direxion Semicon Bear 3X

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Daily NVDA Bear 1X ETF

AXS 1.5X NVDA Bear Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

Dow Jones Industrial Average

Walmart

S&P 500

NASDAQ-100

Micron Tech

Seagate Tech

Western Digital

NVIDIA Corporation

Western Digital - WI

Dow futures slip 65 points: 5 things to know before markets open

Direxion's Mo Sparks claims Google is leading in AI monetization through its TPU, cloud, and search strategies, outperforming rivals like Amazon and Meta. Sparks highlights Google's holistic approach to AI, allowing it to adapt quickly to market demands. He notes that the expanding TPU business indicates a broader AI infrastructure market, suggesting significant growth potential beyond Nvidia. The key takeaway for investors is that success in the AI race hinges on effective monetization across the entire AI stack.

- Alphabet Inc. is positioned as a leader in monetizing artificial intelligence compared to other hyperscalers, according to Mo Sparks from Direxion.  
- Sparks highlights Google's effective monetization across various sectors, such as chips and cloud services, which allows for unique market flexibility.  
- He suggests that the competition in the AI race is shifting towards the ability to monetize the full AI stack rather than merely developing superior hardware.

Amazon

Meta Platforms

EXCLUSIVE: Google's AI Monetization Strategy May Be Leaving Rivals Behind, Says Direxion

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

Tip Ranks

Corning

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

Dell Tech

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long DELL Daily ETF

Eli Lilly

Samsung Electronics 

Honeywell

Samsung Electronics Co., Ltd. Sponsored GDR

Honeywell International - WI

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

Andrej Karpathy, co-founder of OpenAI and former AI lead at Tesla, has joined Anthropic to work on pre-training for AI models. He aims to bridge LLM theory and practice, focusing on AI-assisted research to compete with OpenAI and Google. Karpathy expressed excitement about the future of LLMs and plans to resume his educational initiatives. Additionally, Anthropic has hired Chris Rohlf to enhance cybersecurity with AI.

- Andrej Karpathy, a former AI researcher at OpenAI and Tesla, has joined Anthropic to work on pre-training for their AI model, Claude.  
- His role involves building a team focused on using Claude to enhance pre-training research, indicating Anthropic's strategy of leveraging AI-assisted research to compete with OpenAI and Google.  
- Additionally, Chris Rohlf has joined Anthropic's frontier red team, emphasizing the potential for AI to improve cybersecurity.

TechCrunch

OpenAI

Tesla

OpenAI co-founder Andrej Karpathy joins Anthropic’s pre-training team

Midwest Trust Co increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.7%, acquiring an additional 9,774 shares, bringing its total to 367,573 shares valued at $115.34 million. This makes Alphabet 10th in its portfolio. Other hedge funds also adjusted their positions in GOOG, reflecting mixed investor sentiment amid recent positive developments in AI and earnings performance.

- Midwest Trust Co increased its stake in Alphabet Inc. by 2.7%, owning 367,573 shares worth $115.34 million.  
- Several hedge funds, including Tradewinds LLC and Atlantic Union Bankshares Corp, also raised their positions in Alphabet during the third and fourth quarters.  
- Alphabet's recent earnings report surpassed expectations, with a quarterly revenue increase of 21.8%, further reinforcing investor confidence amid mixed sentiments from various hedge funds.

Market Beat

Berkshire Hathaway

Berkshire Hathaway B

Atlantic Union Bankshares

Bank of America

Pershing Square

ATLANTIC UNION BANKSHARES CORP 6.875% DEP SH RP 1/400 NON CU PR PF SR A

Atlantic Union Bankshares 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

Midwest Trust Co Buys 9,774 Shares of Alphabet Inc. $GOOG

Anthropic has acquired Stainless, a startup known for its software used by AI labs like OpenAI and Google, for over $300 million. The acquisition will remove a key infrastructure supplier from competitors. Stainless's technology automates the creation of software development kits (SDKs), which are crucial for connecting AI agents to external software. Anthropic plans to wind down hosted Stainless products but assures existing customers retain rights to their generated SDKs.

- Anthropic has acquired Stainless, a startup known for automating the creation of software development kits (SDKs) used in the AI industry, for over $300 million, although exact terms were not disclosed.  
- This acquisition removes a critical infrastructure supplier from competitors such as OpenAI and Google, with Anthropic planning to wind down all hosted Stainless products while ensuring customers retain ownership of their generated SDKs.  
- Founded in 2022 by former Stripe engineer Alex Rattray, Stainless's technology simplifies SDK maintenance and was integral to the development of every official Anthropic SDK.

CloudFlare

Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare

Invesco Nasdaq 100 ETF(QQQM.US)