Invesco Nasdaq 100 ETF

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

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

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

Microsoft Confirms It Will Allow Users to Remap the Copilot Key in Windows 11

Analysts Claim Apple's Chip Deal with Intel Won't Threaten TSMC's Core Position

Microsoft Leverages AI and Cloud to Support Smallholder Farmer Financing in Africa

Citi raises Micron Technology target price from $425 to $840

Huiyiwei Software and Amazon Web Services Announce Multi-Year Strategic Partnership

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Far EasTone signs agreement with Amazon to become an authorized reseller of its LEO satellite service in Taiwan

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

Amesite

InMed Pharmaceuticals

Meiwu Tech

Co-Diagnostics

Phoenix Asia

Generation Income Properties

MetaVia

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

Virax Biolabs

Rubico

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DTCR

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.

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Blackstone

Alphabet

Alphabet - C

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

What's Going On With Blackstone Stock Tuesday?

NVDA

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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

VanEck Semiconductor ETF

iShares Semiconductor 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

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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.

Direxion Daily GOOGL Bull 2X Shares

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

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

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”

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

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Bank of America

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

Atlantic Union Bankshares Corporation

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

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

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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.

TechCrunch

CloudFlare

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

Tech analyst Beth Kindig has named Bloom Energy (BE) as the 'biggest outperformer' in tech after a remarkable 217% YTD stock rally. Bloom Energy's unique solid oxide fuel cells address critical power generation issues for the AI economy, outperforming traditional mega-caps. The company's Q1 2026 revenue surged 130.4% year-over-year, and analysts have raised price targets significantly, citing grid constraints as a key catalyst for growth.

- Bloom Energy Corp. (NYSE:BE) has significantly outperformed major tech stocks, with a 217% year-to-date increase, making it a top pick for analysts amid growing power generation challenges for AI.  
- The company's solid oxide fuel cells enable data centers to bypass utility interconnection delays, positioning Bloom to capitalize on increased demand for power as AI technology evolves.  
- Recent financial performance highlighted a record $751.1 million in Q1 2026 revenue, representing a 130.4% year-over-year growth, prompting analysts to raise their price targets for the stock.

Bloom Energy

Oracle

UBS Group AG

NASDAQ Composite Index

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

Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

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.SPX

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Wall Street's major indices closed lower on Friday, with the Dow down 1%, S&P 500 down 1.2%, and Nasdaq down 1.5%, following a decline in tech stocks and rising U.S. Treasury yields after the U.S.-China summit.

- Wall Street’s major market averages declined on Friday due to a drop in tech stocks and rising U.S. Treasury yields after the U.S.-China summit.  
- The blue chip Dow (DJI) closed down 1%, the S&P 500 (SP500) fell by 1.2%, and the Nasdaq Composite (COMP:IND) decreased by 1.5%.  
- Investors are advised to monitor three key factors in the market moving forward.

SPDR Djia

Invesco QQQ Trust

Guggenheim DJIA Ave Div

iShares Expanded Tech Software Sector ETF

VG S&P 500

SPDR S&P Software

SPDR S&P 500

3 things to look out for on Tuesday

Nvidia (NVDA) will report its Q1 FY27 earnings this week on May 20. According to TipRanks' Options Tool, options traders expect an 8.65% move in either direction in NVDA stock in reaction to Q1 FY27 earnings. This implied move is slightly higher than Nvidia's average post-earnings move (in absolute terms) of 3.16% over the past four quarters.Claim 55% Off TipRanksForget margin or options. Here's how the pros trade NVDA

- Nvidia (NVDA) is set to release its Q1 FY27 earnings on May 20.  
- Options traders anticipate an 8.65% movement in NVDA stock following the earnings report, exceeding the average post-earnings move of 3.16% observed in the last four quarters.  
- This heightened expectation indicates increased volatility surrounding Nvidia's financial performance announcement.

Spdr Select Tech

XL2CSOPNVDA

XI2CSOPNVDA

Nvidia Will Report Q1 Earnings on May 20 — Options Traders Expect an 8.65% Move in NVDA Stock

Invesco Nasdaq 100 ETF(QQQM.US)