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

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

Bezos: AI will solve various problems including building permit approvals

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Wells Fargo Lowers Amazon Price Target to $312 from $313

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

AWS Plans €7.8 Billion Investment to Expand European Sovereign Cloud, Driving Customer Migration and Ecosystem Partnerships

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

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

M&T Bank Corp Increases Amazon Stake by 5.9% to 2.12 Million Shares in Q4

Nippon Life and other institutions increase Amazon stake in Q4 amid tariff litigation risks

Citizens JMP gives Amazon Overweight rating, target price $315

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

Alphinity Increases Apple Stake by 105.7% in Q4 to $406M

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

Amazon to Hold Prime Big Deal Days Fall Sale Event in October 2026

Microsoft to Host Online Course Series on the Potential of Copilot and AI Agents

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Micware

BiomX

MetaVia

MicroAlgo

Vida Global

Tradr 2X Long XNDU Daily ETF

NVDA

SOXX

NVDL

NVDX

SOXL

NVDY

NVDU

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

Barchart Option

NVIDIA

Nokia Oyj

iShares Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bull 2X Shares

VanEck Semiconductor ETF

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

FTXL

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.

ZeroHedge

SPDR S&P Semicon

First Trust Nasdaq Food & Semicon

Goldman Sachs

GS Hldg R

NVIDIA Corporation

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

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.

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

IGPT

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.

Invesco AI and Next Gen Software ETF

Invesco PHLX Semiconductor ETF

Nvidia wins China chip nod but faces new roadblocks

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

Alphabet

Alphabet - C

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

AMZN

Amazon has announced two water return projects in Germany, aiming to return over 370 million liters of water annually. The initiatives include a leak detection system in Frankfurt and a wetland restoration project in Spessartwald. Collaborating with Shayp and EcoTree, these projects enhance water resilience at Amazon's data center locations. The leak detection initiative will install IoT technology in 500 buildings, while the wetland project will create new habitats and improve groundwater replenishment. These efforts align with Amazon's goal to return more water to communities than it consumes by 2030.

- Amazon has announced two water retention projects in Germany: a leak detection initiative in Frankfurt and a wetland restoration project in Spessartwald.  
- These initiatives aim to return over 370 million liters of water annually, enhancing water resilience at Amazon's data center locations.  
- Collaborating with Shayp and EcoTree, Amazon addresses urban water loss and ecological restoration, supporting its goal to return more water to communities than it consumes by 2030.

Press Releases

Amazon

Wassermanagement: AWS führt in Deutschland jährlich mehr als 370 Millionen Liter Wasser zurück

.IXIC

.DJI

US OvernightThe S&P 500 fell 0.67% to 7,353.61, the Nasdaq dropped 0.84% to 25,870.71, and the Dow shed 322.24 points (-0.65%) to 49,363.88 — the S&P's third straight losing session. The 30-year Treasury yield briefly topped 5.19%, its highest level in nearly 19 years, while the 10-year hit 4.687%, the highest since January 2025. The bond selloff was the dominant force: rising long-end yields are repricing risk assets across the board, and no sector was spared.

- The S&P 500, Nasdaq, and Dow experienced declines amid a bond selloff and rising Treasury yields, with the S&P facing its third straight losing session.  
- Key earnings reports and investor sentiment surrounding Nvidia's upcoming results are critical, especially in light of increasing long-end yields impacting growth stocks.  
- Expectations are high for Nvidia to deliver robust earnings, as a disappointing report could exacerbate market losses, particularly in the tech sector.

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Singtel

SG Morning Brief | Yields Hit 19-Year Highs, S&P Posts Third Straight Loss on Nvidia Eve

This article analyzes Micron Technology's performance in the Semiconductors & Semiconductor Equipment industry, comparing it with competitors like NVIDIA and Broadcom. Micron shows favorable growth potential with a low Price to Earnings ratio and strong financial metrics, including a high Return on Equity and significant revenue growth. Its lower debt-to-equity ratio indicates a stronger financial position. Overall, Micron appears undervalued compared to peers, with robust profitability and market expansion.

- Micron Technology is a leading semiconductor firm that specializes in memory and storage chips, focusing on DRAM and NAND.  
- An analysis indicates that Micron's valuation ratios (P/E, P/B, P/S) are below industry averages, suggesting it may be undervalued while showing superior metrics in ROE, EBITDA, and revenue growth.  
- Compared to competitors, Micron also maintains a strong financial position with a lower debt-to-equity ratio, highlighting its favorable balance between debt and equity.

Micron Tech

Invesco Semiconductors ETF

GraniteShares 2x Long MU Daily ETF

Direxion Daily MU Bull 2X Shares

Broadcom

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Qualcomm

Analog Devices

Marvell Tech

NXP Semiconductors

Monolithic Power

Microchip Tech

ON Semiconductor

Credo Tech

Tower Semicon

Macom Tech

First Solar

Microchip Tech Pref Shares MCHP 7.50 Perp 03/15/2028

Inquiry Into Micron Technology's Competitor Dynamics In Semiconductors & Semiconductor Equipment Industry

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.

Nvidia eyes blockbuster earnings as China chip sales remain uncertain

Pro UltrPro S&Pro 500(UPRO.US)

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

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

Nvidia set for pivotal earnings amid AI spending boom

Nvidia wins China chip nod but faces new roadblocks

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

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

Wassermanagement: AWS führt in Deutschland jährlich mehr als 370 Millionen Liter Wasser zurück

SG Morning Brief | Yields Hit 19-Year Highs, S&P Posts Third Straight Loss on Nvidia Eve

Inquiry Into Micron Technology's Competitor Dynamics In Semiconductors & Semiconductor Equipment Industry

Nvidia eyes blockbuster earnings as China chip sales remain uncertain