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AI Demand Surges, Wells Fargo and Citigroup Raise Broadcom Price Targets; $35B Financing Reported for Expansion

Microsoft to host a virtual training day on the fundamentals of the Azure cloud platform

Tesla Launches Emergency Hiring in China to Boost FSD, Awaiting 2026 Q3 Approval

Meta Launches Instants App in Taiwan Focusing on Zero-Pressure Authentic Sharing

SoftBank's Masayoshi Son is rumored to consider a $60 billion investment in OpenAI, potentially impacting Microsoft

Meta Platforms begins laying off ~8,000 employees globally on May 20 as part of a restructuring to focus on AI

Microsoft confirms an 8GB RAM version of the 2026 Surface Laptop

Tesla has started taking orders for its Semi electric truck.

NVIDIA Announces New AI Research Lab in Singapore

Microsoft, Meta and others collect employee work data to train AI

Duan Yongping's investment firm H&H initiated a new position in Tesla in Q1

Andrej Karpathy Joins Anthropic to Leverage AI for Optimizing Large Model Pre-training

NVIDIA Releases Security Bulletin Disclosing Multiple High-Severity Vulnerabilities in Its GPU Drivers

OpenAI Launches 'Guaranteed Capacity' Product, Pioneering AI Compute Pre-lock Model

Microsoft proposes MOSAIC optical communication architecture, seen as a new direction for AI data centers

Google, Amazon, Meta, and Microsoft jointly launch a universal AI shopping cart protocol

Apple, Huawei, Xiaomi Cut High-End Phone Prices for 618

Eli Lilly and Company announces an additional $4.5 billion investment in its Indiana manufacturing sites

Microsoft to hold 'Days of Knowledge' event

Google Gemini: Gemini Spark to be rolled out to trusted testers this week

InMed Pharmaceuticals

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

Amesite

CN Energy

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NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

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NVDA

NVDL

NVDU

SOXX

NVDX

The Nasdaq index fell as tech stocks, particularly semiconductor and megacap shares, declined due to rising yields and inflation worries. The 10-year Treasury yield reached its highest level in over a year, influenced by oil price increases amid Middle East tensions. Investors are closely watching Nvidia's upcoming earnings for insights on the sustainability of AI demand and semiconductor valuations.

- The Nasdaq experienced losses, primarily due to sell-offs in semiconductor and large-cap shares amid rising yields and inflation concerns.  
- The 10-year Treasury yield reached its highest levels in over a year, influenced by oil price spikes related to Middle East tensions.  
- Investors are closely monitoring Nvidia's upcoming earnings to assess if AI demand can maintain high semiconductor valuations.

NASDAQ-100

NVIDIA

VanEck Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

iShares Semiconductor ETF

First Trust NASDAQ-100 Equal Weighted

Proshares UltraPro QQQ

T-Rex 2X Long NVIDIA Daily Target ETF

Invesco Nasdaq 100 ETF

ProShares Ultra QQQ

SPDR S&P Semicon

iShares Expanded Tech Software Sector ETF

NASDAQ Composite Index

NVIDIA Corporation

NASDAQ slides as surging yields and oil rattle tech ahead of Nvidia earnings

NVDY

SpaceX plans to acquire AI startup Cursor in July, following its expected IPO on June 12. If the acquisition fails, SpaceX will owe Cursor a $10B breakup fee. Cursor raised $2.3B last November, achieving a $29.3B valuation with backing from major investors like Accel and Nvidia.

- SpaceX is planning an IPO that could value the company at approximately $1.75 trillion, with a potential 220x EV/EBITDA ratio.  
- The inclusion in the S&P 500 may create significant liquidity in the market, potentially affecting trillions of dollars.  
- Goldman Sachs has reportedly been chosen to lead this unprecedented offering, indicating strong institutional interest.

YieldMax NVDA Option Income Strategy ETF

S&P 500

Goldman Sachs

GS Hldg R

SpaceX IPO eyes July acquisition of Cursor following June 12 listing: report

SOXL

Asian shares fell as rising bond yields pressured stocks, particularly in technology. The Nikkei 225 dropped 1.2%, while Chinese shares also declined. U.S. futures remained stable after the S&P 500's third consecutive loss. Nvidia's upcoming quarterly results are anticipated to impact tech stocks. Meanwhile, bond yields rose, raising concerns over inflation and economic growth, despite some U.S. companies reporting strong profits. Oil prices fluctuated amid uncertainties related to the Iran conflict.

- Asian shares mostly declined as rising bond yields pressured stocks, particularly in the technology sector.  
- The Nikkei 225 fell 1.2%, and U.S. futures remained nearly unchanged following a drop in the S&P 500 as fears of prolonged inflation due to the ongoing conflict in Iran weighed on the market.  
- Amidst fluctuations in oil prices, attention is on Nvidia's quarterly results, which could influence the future of technology stocks and the broader U.S. market.

AP News

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Spdr Select Tech

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Hang Seng Index

SSE Index

Dow Jones Industrial Average

Akamai Tech

Home Depot

Asian shares track Wall Street’s retreat as bond markets crank up the pressure

ARTY

U.S. Treasury yields have reached multi-year highs, with the 30-year yield at its peak and the 10-year surpassing 4.67%. This rise, driven by persistent inflation and changing rate expectations, has negatively impacted high-growth tech and semiconductor stocks, particularly AI-focused ETFs. Investors are closely watching Nvidia's upcoming earnings to determine if strong AI demand can mitigate the effects of increased borrowing costs.

- The 30-year U.S. Treasury yield climbed to record levels, with the 10-year reaching 4.67%, influenced by persistent inflation and changing interest rate expectations.  
- High-growth tech and semiconductor stocks experienced declines, as increased yields impacted the present value of future earnings, particularly affecting AI-focused ETFs.  
- Investors are closely monitoring Nvidia's upcoming earnings to determine if robust AI demand can mitigate valuation challenges arising from elevated borrowing costs.

iShares Future AI & Tech ETF

AXS 1.5X NVDA Bear Daily ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

Invesco Semiconductors ETF

Treasury yields hit multi-year highs, tech stocks retreat before Nvidia results

GOOG

GOOGL

GGLL

Singapore and Google have signed a National AI Partnership to enhance the deployment of artificial intelligence across public services, research, education, and enterprise innovation. This collaboration aims to support Singapore's National AI Strategy, focusing on health, life sciences, and accessibility initiatives. The partnership includes training for researchers, AI tools for education, and enterprise adoption projects, while also addressing AI governance and safety.

- Singapore and Google have signed a National AI Partnership to enhance AI deployment in public services, research, education, and innovation.  
- The collaboration focuses on health, educational tools, and workforce development, including workshops for researchers and AI features in Google Workspace for Education.  
- The partnership emphasizes AI governance and safety, aiming for responsible AI deployment while driving economic growth and public benefit.

TechNode

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Alphabet

Direxion Daily GOOGL Bull 2X Shares

Singapore expands AI push through new national partnership with Google

Nvidia Corp. (NASDAQ: NVDA) is set to release its Q1 financials on May 19, with speculation on key topics for the earnings call, including 'AI', 'Meta', and 'Data Center'. Polymarket predicts a 98% chance of exceeding earnings forecasts, with expected EPS of $1.76 and revenue of $79.04 billion. Nvidia shares rose 0.42% in after-hours trading, reflecting strong investor optimism.

- Nvidia Corp. is scheduled to announce its first-quarter financials, prompting speculation regarding topics to be discussed during the earnings call.  
- Bettors on Polymarket attribute a 92% chance of “Gigawatt” being mentioned, while there is significant interest in terms like “AI” and “Meta.”  
- Analysts anticipate Nvidia will exceed earnings forecasts, reporting an earnings per share of $1.76 and revenue of $79.04 billion, reflecting substantial year-over-year growth.

benzinga_article

OpenAI

Meta Platforms

Shutterstock

Nvidia Earnings On The Horizon — Will Jensen Huang Say 'Meta' Or 'Data Center'? Crypto Prediction Markets Bets Have A Story To Tell

NVDD

Surging global bond yields are pressuring equity markets, with the US 30-year Treasury yield nearing 5.20%. Markets are focused on Nvidia's earnings, which could impact AI-related stocks. Asia-Pacific markets are mixed, with South Korea's KOSPI dropping 3.3% while Singapore's STI rose 1.5%. Inflation concerns are driving a global bond sell-off, increasing the likelihood of a Federal Reserve rate hike. Japan warns of currency intervention as the yen slides past 159 per USD.

- Surging global bond yields have increased pressure on equity markets, with the US 30-year Treasury yield nearing 5.20%, raising concerns about potential Federal Reserve rate hikes.  
- Markets are closely monitoring NVIDIA's earnings, which may significantly influence AI-related equities and the Nasdaq 100's direction.  
- Asia-Pacific markets show mixed results amid rising yields and currency stress, with gold experiencing a bearish breakdown from its one-month range.

Market Pulse

Direxion Daily NVDA Bear 1X ETF

Asia open: Surging 30-year bond yield flirts with 5.20% as market eyes Nvidia and Bank of England dilemma

SNDK

ALAB

On Tuesday, the stock market experienced a decline as bond yields reached record levels; however, several AI industry frontrunners such as Micron and Sandisk saw a recovery. Investors are anticipating the upcoming earnings report from Nvidia. Despite this, there was wavering in Dow Jones futures. Notably, Micron, Sandisk, and Astera saw an increase in their stock value.

Unusual Whales

Sandisk

Micron Tech

Astera Labs

First Trust Nasdaq Food & Semicon

Tradr 2X Long ALAB Daily ETF

Invesco PHLX Semiconductor ETF

Sandisk - WI

Dow Jones Futures Waver With Nvidia Earnings Due; Micron, Sandisk, Astera Rise

Nvidia anticipates record Q1 FY27 revenue of $78 billion, a 79% increase year-over-year, driven by AI datacenter demand. However, uncertainty surrounds sales in China due to U.S. approvals for H200 chip sales without deliveries, as Beijing promotes domestic alternatives. Analysts are divided on the outlook, with some optimistic about AI infrastructure growth and others cautioning against competition and geopolitical challenges.

- Nvidia projects Q1 FY27 revenue of $78 billion, representing a nearly 79% increase year over year, driven by strong demand in AI datacenters.  
- The U.S. has approved H200 chip sales to Chinese tech giants, but no deliveries have occurred due to China's focus on domestic alternatives.  
- Analysts are divided, with some predicting substantial growth from AI infrastructure expansion while others caution against competition in AI inference and geopolitical challenges.

XL2CSOPNVDA

XI2CSOPNVDA

T-Rex 2X Inverse NVIDIA Daily Target ETF

Nvidia eyes blockbuster earnings as China chip sales remain uncertain

.SPX

AVUV

The S&P 500 has gained 8.5% year-to-date, rebounding from early losses despite geopolitical and inflationary challenges. With inflation reaching a three-year high, the likelihood of Fed rate hikes has increased, shifting expectations from cuts. Key sectors to monitor include energy, financials, and real estate, which may excel if inflation remains elevated and the Fed tightens its policy.

- The S&P 500 has rebounded with an 8.5% gain after early-year declines amid geopolitical and inflationary challenges.  
- As inflation reaches a three-year high, the probability of rate hikes by the Fed has increased, changing previous expectations for rate cuts.  
- The energy, financials, and real estate sectors are likely to outperform if inflation remains elevated and the Fed continues to tighten its policy.

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