VG Growth

Eli Lilly Acquires Engage Bio to Accelerate Non-Viral Gene Drug Development

Tesla Updates Canada Model 3 Acceleration Data, Angering Buyers

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

Paul Tudor Jones Increases Tesla Stake by 9 Times

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

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

Bezos: AI will solve various problems including building permit approvals

CDD and Eli Lilly Collaborate to Integrate TuneLab AI Platform into CDD Vault

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

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

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

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

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

Micware

Silexion Therapeutics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

GCL Global

Linkage Global

Jupiter Neurosciences

Capstone

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

Arcadia Biosciences

NVDA

NVDL

NVDU

SOXL

NVDX

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

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Semicon Bull 3X

T-Rex 2X Long NVIDIA Daily Target ETF

SPDR S&P Semicon

First Trust Nasdaq Food & Semicon

VanEck Semiconductor ETF

Goldman Sachs

GS Hldg R

NVIDIA Corporation

Bond Vol Is Best Leading Indicator; Top Goldman Trader Warns

GOOG

GOOGL

GGLL

GOOW

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

Alphabet - C

Alphabet

Direxion Daily GOOGL Bull 2X Shares

Roundhill GOOGL WeeklyPay ETF

Averlon Launches Precog to Stop Exploitable Risk Before It Reaches Production

IGPT

SOXX

NVDY

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

iShares Semiconductor ETF

YieldMax NVDA Option Income Strategy ETF

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

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

AVGO

AVGX

AVGG

AVGW

AVGU

Mesirow Financial Investment Management Inc. reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 31.4% in Q4, owning 145,219 shares after selling 66,414 shares. The stock represents 1.0% of its portfolio, valued at $50.26 million. Other institutional investors also adjusted their positions. Insider sales included 10,000 shares by Charlie B. Kawwas and 1,000 shares by Gayla J. Delly. Analysts remain bullish on AVGO, with various price target adjustments reflecting confidence in its AI-driven growth.

Market Beat

Broadcom

Defiance Daily Target 2X Long AVGO ETF

Leverage Shares 2X Long AVGO Daily ETF

Roundhill AVGO WeeklyPay ETF

GraniteShares 2x Long AVGO Daily ETF

Direxion Daily AVGO Bull 2X Shares

Broadcom Inc. $AVGO Stock Holdings Lowered by Mesirow Financial Investment Management Inc.

At its annual I/O conference, Google unveiled its first audio smart glasses, set to launch later this year. Developed in partnership with Samsung and eyewear brands Gentle Monster and Warby Parker, the glasses will feature the Gemini assistant and are compatible with Android and iOS. They aim to provide information audibly rather than visually. This move comes as Google seeks to compete in the wearables market, where rivals like Meta have found success with their smart glasses.

- Google introduced its first audio smart glasses at the I/O conference on May 19, 2026, aiming to enter the wearables market dominated by rivals like Meta.  
- The glasses, developed in partnership with Samsung, Gentle Monster, and Warby Parker, will utilize the Gemini assistant and are expected to launch later this year.  
- This move highlights Google's strategy to leverage user data for enhancing AI models, although privacy terms regarding the glasses were not disclosed.

CNBC

Samsung Electronics 

Warby Parker

Snap

Alibaba

BABA-W

Essilor

Samsung Electronics Co., Ltd. Sponsored GDR

BABA-WR

Alibaba HK SDR 5to1

Google gives first glimpse of new AI glasses ahead of fall launch

Google announced new AI-powered audio glasses in partnership with Warby Parker and Gentle Monster at Google I/O. Designed to work with Android and iOS, these glasses allow users to issue verbal commands and interact with apps. They will be available later this year, marking Google's return to the smart glasses market after previous attempts like Google Glass.

- Google has announced a partnership with Warby Parker and Gentle Monster to produce a new line of AI-powered smart glasses, called "audio glasses."  
- These glasses, designed in collaboration with Samsung, will sync with Android and iOS devices to process verbal commands through Google's ecosystem of apps.  
- The devices are expected to be available later this year, marking Google's renewed interest in the smart glasses market.

Google takes a page out of Meta’s book, announces new audio-powered smart glasses

.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.

LB Select

NASDAQ Composite Index

Dow Jones Industrial Average

S&P 500

VG S&P 500

ProShares Ultra QQQ

GraniteShares 2x Short NVDA Daily ETF

First Trust NASDAQ-100 Equal Weighted

Invesco QQQ Trust

iShares Core S&P 500

Invesco Nasdaq 100 ETF

AXS 1.5X NVDA Bear Daily ETF

First Trust Index NextG ETF

SPDR S&P 500

SPDR Djia

Home Depot

Blackstone

Cisco

Boeing

FTSE Straits Times Index

SingTel

Venture

Target

Boeing Company

United Overseas Bank (UOB)

Singtel

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

VG Growth(VUG.US)