Proshares Big Data Refiners ETF

Nutanix to Release FY2026 Q3 Earnings on May 27 After-Market EST, Forecast Revenue USD 686.37 M, EPS USD 0.1

Bank of America Increases Stake in Strategy by 117,374 Shares, Total Holding Reaches 3.96 Million Shares

Innodata CEO Jack Abuhoff Sells $24.08 Million in Common Stock

Innodata Director Stewart Massey Sells 10,000 Shares for $960,000

BlackRock Increases Stake in Strategy by 3.14M Shares, Total Holdings Reach $3.02 Billion

STRATEGY Plans to Repurchase $1.5 Billion of 2029 Convertible Bonds

Innodata Directors Sell Over $23 Million in Stock in May 2026

CAP Partners LLC Boosts Holdings in Strategy Inc, Which Purchased Bitcoin

Innodata Executives Sell Company Stock

Dynatrace Inc. stock target price 下调 to 47.02 USD

Guggenheim Downgrades Dynatrace Rating, Stock Opens Lower

BNP Paribas Exane Raises Zebra Technologies' Target Price

Truist Financial Raises Zebra Technologies Target Price

Dynatrace released FY2026 Annual Earnings on May 13 Pre-Market (EST), actual revenue USD 2.018 B (forecast USD 2.007 B), actual EPS USD 0.54 (forecast USD 0.6225)

Dynatrace released FY2026 Q4 earnings on May 13 Pre-Market (EST), actual revenue USD 531.72 M (forecast USD 521.15 M), actual EPS USD 0.0585 (forecast USD 0.155)

Innodata Inc. reports strong earnings and raises full-year guidance

Dynatrace Announces Q4 Financial Results

Norway's Largest Pension Fund KLP Increases Holdings in Bitcoin Financial Firm

Zebra Tech released FY2026 Q1 earnings on May 12 (EST), actual revenue USD 1.495 B (forecast USD 1.479 B), actual EPS USD 2.72 (forecast USD 2.7922)

Strategy Inc. Director Jarrod M Patten Sells 3,750 Class A Ordinary Shares

InMed Pharmaceuticals

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

Amesite

CN Energy

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

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

METW

METU

CLOU

XDAT

The newly launched Higgsfield MCP Connector merges AI-powered visual tools with Manus' workflows, providing creators with increased control and facilitating smooth collaboration within teams. This integration aims to enhance the efficiency and quality of projects while fostering seamless teamwork.

Unusual Whales

Meta Platforms

Roundhill META WeeklyPay ETF

iShares Expanded Tech Software Sector ETF

GraniteShares 2x Long META Daily ETF

SPDR S&P Software

Direxion Daily Meta Bull 2x Shares

Global X Cloud Computing ETF

Franklin Exponential Data ETF

Enhanced Manus workflows with Higgsfield MCP Connector - AI tools integrated for better team collaboration.

GOOW

SOXX

The IPOs of domestic storage giants Yangtze Memory Technologies and Changxin Technology are accelerating, with the former's revenue exceeding 20 billion yuan in the first quarter and net profit skyrocketing by 1688%. Meanwhile, Google has released a new AI programming tool, the Gemini 3.5 Flash model, upgrading the search box to handle complex problems. Bank of China Securities pointed out that the AI edge continues to benefit, with the ChiNext AI index performing excellently, showing a growth of 106.35% by 2025

同壁财经

VanEck Semiconductor ETF

Roundhill GOOGL WeeklyPay ETF

iShares Semiconductor ETF

Direxion Daily GOOGL Bull 2X Shares

SPDR S&P Semicon

Direxion Semicon Bull 3X

ISHRS S&P Glb It

Global X Internet

Invesco Semiconductors ETF

China Merchants SZSE ChiNext Artificial Intelligence ETF

Eoptolink

Zhongji Innolight

Sharetronic Data

Samsung Electronics 

Alphabet

Alphabet - C

Defence Index

ChiNext

BOCIC

Samsung Electronics Co., Ltd. Sponsored GDR

The domestic storage giants accelerate their IPOs, Google's strongest programming model released, and funds have been aggressively accumulating for four consecutive days!

MDBX

DTCR

MongoDB's stock has undergone a significant repricing, making it more attractive for long-term investors. Despite recent slower growth and cautious guidance, the core business remains strong, particularly with Atlas cloud adoption. The stock is now valued more realistically, reflecting a shift from hypergrowth expectations. Analysts suggest that the current valuation presents a favorable risk-reward scenario for accumulation, as MongoDB continues to be a leader in the document database space.

nasdaq

MongoDB

Tradr 2X Long MDB Daily ETF

Global X Data Center & Dgtl Infrs ETF

I've Changed My Mind on MongoDB Stock -- The "Great Repricing" Makes It a Buy

GOOG

GOOGL

SRVR

IDGT

NXTG

Google announced Wear OS 7 at Google I/O, introducing features like Live Updates for tracking deliveries and sports scores, similar to iPhone. The update will also allow users to monitor AI-driven automated tasks directly from their watches. Additionally, Wear OS will replace its Tiles with new 'Wear Widgets' for improved glanceable information.

- Google announced details about Wear OS 7 during the Google I/O event, its latest smartwatch platform update.  
- The update will introduce iPhone-style Live Updates for tracking deliveries and sports scores and allow users to manage automated tasks through AI on their watches.  
- Additionally, Wear OS is upgrading from Tiles to "Wear Widgets," providing a more Android-like widget experience.

The Verge

Pacer Data & Infrastructure Real Estate ETF

Invesco S&P 500 Equal Weight Tech ETF

iShares US Digital Infrastructure and Real Estate ETF

First Trust Index NextG ETF

Wear OS 7 will keep track of deliveries and sports scores on your wrist

AMZW

EBIZ

AMZZ

AMZU

Is Amazon the most underrated AI stock? Its "picks and shovels" strategy could pay off big for long-term investors.

Roundhill AMZN WeeklyPay ETF

Global X E-commerce ETF

GraniteShares 2x Long AMZN Daily ETF

Direxion Daily AMZN Bull 2X Shares

Amazon

Amazon might be the most obvious AI stock investors are missing

At I/O 2026, Google unveiled new AI tools like Gemini Spark and Daily Brief, aimed at enhancing user experience. However, these innovations rely heavily on user trust and personal data. Features include organizing events and generating custom to-do lists through Gmail's AI inbox, raising concerns about privacy and data usage.

- Google introduced several AI-powered tools at I/O 2026, including Gemini Spark and Daily Brief, aimed at enhancing user convenience.  
- These features, such as custom to-do lists and personalized email replies through Gmail, are designed to leverage personal data for improved functionality.  
- The success of these tools relies heavily on user trust in how their personal information is managed and utilized.

Direxion Daily Googl Bear 1x Shares

Google’s AI future demands trust — and your personal data

Hewlett Packard Enterprise Co. (HPE) shares fell 1.15% to $32.62 on Tuesday, marking the third consecutive day of losses. The stock is 5.98% below its 52-week high of $34.70. In comparison, Apple Inc. rose 0.38%, while Microsoft and Cisco saw declines of 1.44% and 2.94%, respectively. Trading volume was significantly below the 50-day average.

MarketWatch Automated

Hewlett Packard Enterprise

S&P 500

Dow Jones Industrial Average

Apple

Microsoft

Cisco

Factset Research

HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF 01/09/2027

Hewlett Packard Enterprise Co. Stock Underperforms Tuesday When Compared To Competitors

CVLT

The Law Offices of Frank R. Cruz has announced an investigation into Commvault Systems Inc. (CVLT) for potential violations of federal securities laws following disappointing fiscal results. On January 27, 2026, Commvault reported a 22% annualized recurring revenue and a net new ARR of $39 million, below the expected $45 million, leading to a 31.1% drop in stock price. Shareholders who lost money are encouraged to contact the law firm for potential claims.

MorningStar

Commvault Systm

Securities Fraud Investigation Into Commvault Systems Inc. (CVLT) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

CRWV

CRWG

CoreWeave, a key player in AI infrastructure, is considered a high-risk investment despite its potential for substantial returns. The company must efficiently scale operations and manage capital to maintain its competitive edge. While it has secured significant long-term agreements, its future hinges on execution and customer diversification. Investors should view CoreWeave not as a safe stock but as a high-reward opportunity in the evolving AI economy.

Coreweave

Leverage Shares 2X Long CRWV Daily ETF

T-REX 2X Long CRWV Daily Target ETF

Tradr 2X Long CRWV Daily ETF

NVIDIA

Intel

NVIDIA Corporation

Is CoreWeave a Safe Stock to Buy Right Now?

At Google I/O 2026, CEO Sundar Pichai announced several AI advancements, including the Gemini 3.5 AI models, enhancements for Search and Gmail, and updates on Project Aura smart glasses. The Gemini 3.5 Flash model is now the default for the Gemini app and AI Mode in Search, with the Pro version set to launch next month.

- Google's I/O 2026 keynote featured several AI-related announcements, including the new Gemini 3.5 AI models and updates on Project Aura smart glasses.  
- The launch of Gemini 3.5 Flash marks its introduction as the default model for the Gemini app and AI Mode in Search, with Gemini 3.5 Pro expected next month.  
- For those who missed the event, a comprehensive roundup of the announcements is available.

The 13 biggest announcements at Google I/O 2026

Over the past week, the market has been highly volatile due to the Iran conflict. However, cryptocurrencies seem to have bottomed out, with ETH still fluctuating around 1.9k. Against this backdrop, the White House's original March 1st deadline for reaching a consensus on the Clear Act has quietly passed, with news suggesting that the Banking Committee's bill review will restart this month. The macro environment is unpredictable, so I think it's better to return to BMNR's own trend. Since entering 2026, BMNR's mNAV has been fluctuating around 1, and after ETH accelerated its decline to 1.9k in February, the mNAV has moved even closer to 1. From the power law chart, we can also see...

Grayscale Ethereum Mini Staking ETF

BitMine Immersion Tech

BITMINE IMMERSION TECNOLOGIES INC

BMNR extreme value deduction 3.03

It is scary. The scale of the borrowing...What if their bets don't pan out?

Currencyshares British Pound Trust

Alphabet's issuance of a rare 100-year sterling bond, part of a $20 billion borrowing drive, reflects a trend of increasing corporate debt to fund AI infrastructure. The bond attracted nearly 10 times the orders for its £1 billion sale, indicating strong demand from institutional investors. Analysts express concerns about the frothy market conditions and the long-term viability of such debt, especially as tech giants ramp up spending. The bond diversifies Alphabet's lender base, tapping into insurance and pension fund demand, while raising questions about the sustainability of AI-driven growth.

- Alphabet's issuance of a rare 100-year sterling bond signals late-cycle exuberance in the credit markets as tech firms increase borrowing to fund extensive infrastructure projects, including AI.  
- This bond is part of a broader $20 billion multi-currency borrowing initiative and attracted nearly 10 times the orders for its £1 billion sale, reflecting strong demand from institutional investors.  
- Strategists caution that this bond issuance symbolizes market froth, as the tech sector's debt is predicted to surge, raising concerns over long-term demand and potential risks amidst rapid technological changes.

CNBC

Why Alphabet’s 100-year sterling bond is raising new fears over debt-fuelled AI arms race

Goldman Sachs disclosed its 13F filing, showing its holdings in ETHA decreased from 6.5 million shares in Q3 to 4.8 million shares, while BMNR was increased to 5.2 million shares (only 700k in Q3), paired with 2.5 million puts as volatility protection.Selling low-volatility ETFs in a declining market, adding leveraged DAT positions, and using puts for portfolio protection. Interesting.$BitMine Immersion Tech(BMNR.US)$IShares Ethereum Trust ETF(ETHA.US)

IShares Ethereum Trust ETF

宏观大盘闲聊

An observation, not necessarily correct, just for personal record: Recently, both Cathie Wood and Tom Lee have publicly spoken out, explaining the reasons for the current downturn in Crypto. Both attributed the reasons to the technical issues of the exchange on 10.10, resulting in a loss of 28 billion in liquidity, and the market sentiment is still recovering. When influential analysts simultaneously use the same rhetoric to discuss the reasons, it means they are trying to establish a certain consensus and narrative, namely that 'the liquidity risk in crypto comes from the technical issues of offshore exchanges.' When users, the industry...

Coinbase

Lee Enterprise

AXS Short Innovation ETF

iShares S&P Global Timber Forestry

iShares Global Timber & Forestry UCITS ETF GBP

ARK Space Exploration & Innovation ETF

GraniteShares 2x Long COIN Daily ETF

XI2CSOPCOIN

Observations on Crypto Compliance Regulation

The Importance of Narrative ManagementWith the penetration of AI applications, the interpretation power of industry/company analysis has rapidly shifted from traditional investment bank research reports to individuals. Everyone can now quickly familiarize themselves with an industry or company using AI.However, the flip side of widespread dissemination is extreme simplification. Investors' focus has shifted from lengthy analysis reports spanning dozens of pages to a few condensed bullet points. For example, under the megatrend of reindustrialization, infrastructure household registration, or bulk resources under macro management changes—highly simplified keywords can quickly achieve consensus and attract more liquidity. This capability is called Narrative Management, and in the AI era, it has become a scarce skill for corporate management.When a company's narrative is embraced by more investors, it leads to changes in market pricing, reflected in valuation metrics like P/E. For DAT companies, it manifests as changes in mNAV. This change can be seen as the second derivative of stock price, acting as an accelerator for price fluctuations.A top executive with excellent narrative management skills can also bring Alpha (both excess returns and risks) to the company. Elon Musk is a classic case, and I believe Tom Lee is another.

ETH相关分析

Trading volume has shrunk before the Christmas holiday. ETH has been fluctuating around 3k for most of the past week, being pushed down whenever it broke through 3.1k and bouncing back whenever it fell below 2.9k. Under such market conditions, DAT company also has no significant opportunities. Continue to perform extreme value deduction by tracking mNAV. As of 12.29, the next coin accumulation progress update core assumption: This Monday, BMNR updated its coin accumulation progress, holding 4.06 million coins, with an increase of 98,000 last week, maintaining a high cash position of 1 billion...

BMNR extreme value derivation 12.23

Featured

An important data point is the ETH/BTC Ratio, which reflects the relationship between ETH and BTC. If one acknowledges ETH's niche in the on-chain traditional finance ecosystem, ETH will have a narrative independent of BTC. This ratio suddenly accelerated in May 2025, coinciding with the peak popularity of stablecoins, multiple companies announcing transitions to DAT, and institutions like Peter Thiel and ARK entering the market. Even after the crypto downturn post-October 10, this ratio remained within the 3%–4% range...

OpenAI

Destiny Tech100

Bio-Techne

Grayscale Ethereum Staking ETF

Grayscale Bitcoin Mini Trust ETF

Circle

C3.AI

ETH/BTC Ratio

MSCI will decide in mid-January whether to remove DAT represented by MSTR from the index. Now it has entered a critical game period. Last week, Strive, the asset management company owned by Vivik Ramaswamy (Vivik is a favorite of the Trump camp, and it was he and Elon who established Doge at the beginning of the year, but later withdrew), issued an open letter refuting MSCI. This week, MSTR also issued an open letter in response to MSCI. Regardless of the outcome, I think it is necessary to look at the logic and arguments of both sides...

Tesla

Newmont

Exxon Mobil

MicroStrategy Pref Shares MSTR 10.0 Perp

MicroStrategy Pref Shares MSTR 8.0 Perp

Strategy

Microstrategy Inc Pref Shares STRC 9.0 Perp

MSCI

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

Defiance Daily Target 2X Short MSTR ETF

T-REX 2X Inverse MSTR Daily Target ETF

The debate on MSCI's removal of DAT

The rebound trend of cryptocurrency was interrupted by the macro changes of Japan's interest rate hike on Monday, and ETH returned to the level of 2.8k. The sentiment in the crypto market has been very low recently, with MSTR at the center of attention due to institutional short-selling + index exclusion risks, as well as some comments positioning MSTR as the focal point of the battle for discourse power between old and new financial forces. I still admire MSTR's innovation. As a pioneer of the DAT model, MSTR also created a financing model of &#34;selling bonds to hoard coins, selling stocks to repay debts.&#34; However, due to debt issues, as long as BTC doesn't rise, even if it remains flat...

Proshares Big Data Refiners ETF(DAT.US)

Enhanced Manus workflows with Higgsfield MCP Connector - AI tools integrated for better team collaboration.

The domestic storage giants accelerate their IPOs, Google's strongest programming model released, and funds have been aggressively accumulating for four consecutive days!

I've Changed My Mind on MongoDB Stock -- The "Great Repricing" Makes It a Buy

Wear OS 7 will keep track of deliveries and sports scores on your wrist

Amazon might be the most obvious AI stock investors are missing