iShares Expanded Tech Software Sector ETF

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

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

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

Microsoft to hold 'Days of Knowledge' event

Disclosure reveals Donald Trump purchased Microsoft stock in Q1 2026

Microsoft Adjusts Windows 11 Search Logic to Prioritize Local Results

Disclosure reveals US President Trump traded Palantir stock, White House clarifies to avoid conflict of interest

Microsoft acknowledges a bug in the Teams app for Mac that causes recurring location permission prompts

Salesforce to Release FY2027 Q1 Earnings on May 27 After-Market EST, Forecast Revenue USD 11.06 B, EPS USD 1.7651

Synopsys to Release FY2026 Q2 Earnings on May 27 After-Market EST, Forecast Revenue USD 2.25 B, EPS USD 0.3306

Shareholder advocacy group pushes for Palantir to publish a Human Rights Impact Assessment

AI Service Robot Provider Richtech Robotics' Solutions Are Now Available on the Microsoft Marketplace

Trojanized versions of official Microsoft Python SDK discovered, used for credential theft

Microsoft Confirms Patching Issues in Restricted Windows Networks

Microsoft security team discloses it has disrupted a cybercrime service that abused software verification systems en masse

Microsoft introduces new Surface devices built for business and AI acceleration

Microsoft plans to launch its largest data center in India in mid-2026

GraniteShares Launches Autocallable ETFs Linked to Palantir and Robinhood

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

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

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

GOOG

CLOU

GGLL

GOOW

At Google I/O 2026, Google announced the launch of Pics, an AI-powered design app for Google Workspace. Designed for users from teachers to small business owners, Pics allows easy generation and editing of visuals using simple text prompts. This move positions Google against competitors like Canva and highlights the growing importance of AI in design. The app will be available to testers and Google AI Ultra subscribers this summer, featuring advanced editing capabilities powered by Gemini and Nano Banana 2.

- Google has launched Pics, an AI-powered design app for Google Workspace, aimed at making design accessible to a broad audience, including teachers and small business owners.  
- The app allows users to create various visual content with simple text prompts and offers easy editing features powered by Gemini.  
- Pics is designed to compete with existing design applications and will be available to Google AI Ultra subscribers this summer, enhancing the visual content landscape for businesses.

TechCrunch

Alphabet - C

Global X Cloud Computing ETF

Direxion Daily GOOGL Bull 2X Shares

SPDR S&P Software

Roundhill GOOGL WeeklyPay ETF

ISHRS S&P Glb It

Alphabet

Google just declared itself a contender in AI design at IO 2026

GOOGL

DTCR

XDAT

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 Verge

Global X Data Center & Dgtl Infrs ETF

First Trust Index NextG ETF

Global X Internet

Proshares Big Data Refiners ETF

Franklin Exponential Data ETF

The 13 biggest announcements at Google I/O 2026

ARTY

BOTZ

Devenex has launched at Google Cloud Next 2026, introducing a governance infrastructure designed to control AI agents' execution across enterprise systems. This Execution Control Plane ensures that every action by AI agents is policy-evaluated, authorized, and recorded, addressing the gap in accountability as enterprises increasingly deploy AI. With projections indicating a significant rise in agentic AI usage, Devenex aims to provide the necessary governance to mitigate compliance risks and enhance operational confidence.

Fidelity

iShares Future AI & Tech ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

Global X Robotics & Artificial

Gartner

Abacus Global

ABACUS GLOBAL MANAGEMENT INC 9.875% SENIOR NOTES 15/11/2028 USD25

Abacus Life - CW27

AS AI AGENTS SCALE, ENTERPRISES DEMAND EXECUTION CONTROL-- DEVENEX TAKES CONTROL

The Vergecast discusses highlights from Google I/O 2026, including a Gmail bot, DeepMind's singularity comments, and Google's new AI agents. The new service, Spark, and upgrades to the Antigravity platform were also featured, focusing on AI's practical applications.

- The Vergecast highlighted key moments from a recent keynote presentation, featuring discussions on AI advancements.  
- Notable topics included Google's new AI agents, the Spark service, and upgrades to the Antigravity platform aimed at enhancing user experience.  
- Senior AI Reporter Hayden Field joined the conversation to explore these emerging technologies and their potential impact.

We react to Google I/O 2026

PLTR

PLTI

U.S. CPI rose 3.8% and PPI 6% year over year, while Canada's inflation reached 2.8% in April. The REX PLTR Growth & Income ETF reduced its distribution from $0.0560 to $0.0526. Market experts are reassessing dividend stock selections due to inflation and shifting rate forecasts.

- U.S. CPI increased by 3.8% and PPI by 6% year over year, while Canada’s inflation was 2.8% in April.  
- REX PLTR Growth & Income ETF reduced its latest distribution to $0.0526 from $0.0560.  
- Market experts are re-assessing their dividend stock selections due to inflation and shifting interest rate forecasts.

Palantir Tech

REX PLTR Growth & Income ETF

Inflation gains and distribution changes impact dividend strategies

NVDX

NVDU

NVDL

Blue Yonder has launched new Cognitive Solutions and AI-driven innovations at ICON 2026, aimed at enhancing supply chain planning and execution. Key updates include solutions for Space Planning and Production Planning, designed to improve decision-making and automate processes. The new capabilities allow real-time collaboration on planograms and provide visual command over production resources. AI enhancements for operational resiliency include predictive incident management and automated diagnostics, while personalized AI experiences support workforce efficiency.

MorningStar

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

Spdr Select Tech

GraniteShares 2x Long NVDA Daily ETF

NVIDIA

Blue Yonder Launches New Cognitive Solutions and AI-Driven Innovations at ICON 2026

PANW

PALU

PANG

Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'

businessinsider

Palo Alto Networks

Direxion Daily PANW Bull 2X Shares

Leverage Shares 2X Long PANW Daily ETF

Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'

WDAY

Software stocks experienced a significant rally on Tuesday, led by ServiceNow, which rose over 5.6% following an 8% increase the previous day. Other companies like Salesforce and Workday also saw gains. This rebound comes as investors shift focus from semiconductor stocks to software firms, which have been undervalued amid AI concerns. Analysts at Bank of America reinstated a buy rating for ServiceNow, highlighting its potential benefits from AI integration. European software stocks also outperformed, indicating a broader recovery in the sector.

Invezz

Workday

ServiceNow

Salesforce

Intuit

SAP AG-Sponsored

SAP SE

Nemetschek SE

Bank of America

iShares Semiconductor ETF

Janus Henderson

Janus Henderson Group PLC Shs Chess Depository Interests repr 1 Shs

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

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

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

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BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

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

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

From ServiceNow to Salesforce: why are software stocks rallying today?

CRMG

Salesforce's India employee count has surpassed 17,000 in 2026, up from over 14,000 in November 2025, with a revenue increase of 47% to $1.5 billion. The company has pledged to skill 100,000 people in AI by 2026 and supports over 850 non-profits. Additionally, Salesforce launched Agentforce Voice in Hindi to enhance AI-powered customer experiences and signed Tata Realty as a new client.

Business Standard

Leverage Shares 2X Long CRM Daily ETF

Salesforce India employee base crosses 17,000 amid AI expansion push

Truist Financial has raised its price target for Palo Alto Networks (NASDAQ:PANW) from $200.00 to $275.00, maintaining a 'buy' rating. This new target suggests an 11.99% potential upside. Other analysts have also issued positive ratings, with a consensus rating of 'Moderate Buy' and an average price target of $219.49. The stock opened at $245.56, with a market cap of $200.38 billion.

Market Beat

Truist Financial

CrowdStrike

Barclays

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Palo Alto Networks (NASDAQ:PANW) Price Target Raised to $275.00 at Truist Financial

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Trade Showcase

$Microsoft(MSFT.US)Microsoft finally starting to act normal again is a pretty important signal for software. For a while every rally got sold, now you’re seeing dips absorbed instead of instantly rejected.And with IGV grinding higher alongside it, feels like software is slowly coming out of the “AI capex fear” phase.Can it continue? probably, but maybe slower from here. IGV already had a strong run, so the next stage likely needs real earnings follow-through, not just multiple expansion. Still feels constructive though.@Bridge Buzz SG

Microsoft

Back from the dead 🪦 $iShares Expanded Tech Software Sector ETF(IGV.US)

OkOk @Dolphin Research

T-Rex 2X Long Microsoft Daily Target ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MSFT Bull 2X Shares

YieldMax MSFT Option Income Strategy ETF

Microsoft (MSFT) is reportedly looking to expand its artificial intelligence investments beyond OpenAI, considering acquisitions of several AI startups, including Inception. This follows the end of its exclusive revenue-sharing agreement with OpenAI and a cap on payments to the startup at $38 billion. Microsoft has invested over $100 billion in OpenAI since its inception, holding a 27% stake as it transitioned to a for-profit model. The partnership has faced challenges, including OpenAI's pursuit of a $50 billion investment from Amazon.

- Microsoft's shares increased after a report revealed the company is seeking to expand its artificial intelligence investments beyond OpenAI.  
- The tech giant is considering acquiring several AI startups, including Inception, following the end of its exclusive revenue-sharing agreement with OpenAI.  
- Microsoft has invested over $100 billion into OpenAI since 2015 and recently capped its revenue-sharing payments to the startup at $38 billion amid ongoing challenges in their partnership.

Tip Ranks

OpenAI

Amazon

End of the Road? Microsoft (MSFT) May Be Casting Its AI Net Beyond OpenAI

$iShares Expanded Tech Software Sector ETF(IGV.US) all shares into let it ride with the gap up today.Source: Sunrise Trader

$AppLovin(APP.US)AppLovin after earnings was kinda the perfect example of this market — good numbers, huge initial reaction, then all the gains fade. That usually means expectations and positioning were already too high.Software right now still has a macro problem:• rates not fully comfortable• AI capex eating margins• market quick to sell strengthBut the fact APP could spike that hard first also shows there’s still appetite for software if growth is real.So IGV/software isn’t dead, just no longer in “easy mode.” Selective names can work, but market wants proof, not narratives now.@Bridge Buzz SG

AppLovin

Software is finally showing signs of life after a historic downturn Dead cat or rotation with legs? $iShares Expanded Tech Software Sector ETF(IGV.US)

TanClam

Software continues to see historic dollar volume as bulls and bears clash for the 5-year point of control. $iShares Expanded Tech Software Sector ETF(IGV.US)

service now is more like service downin line with EPS, slight beat on revenuesstreet’s not impressed by ittaking all of software down after hours$ServiceNow(NOW.US) $iShares Expanded Tech Software Sector ETF(IGV.US)Source: amit

NewUser_cMDB1M

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Valdimier

$iShares Expanded Tech Software Sector ETF(IGV.US) a move and hold over 88.88 will have me inch up stopsSource: Sunrise Trader

$iShares Expanded Tech Software Sector ETF(IGV.US) EMA flip happened, 50ma breached along with my pink line. Is it real this time? But most importantly, Is Anthropic ok this move?Source: First Fellow