Invesco Nasdaq 100 ETF

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

Microsoft to hold 'Days of Knowledge' event

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

NVIDIA Officially Delivers First Self-Developed Vera CPUs to Top AI Labs Including Anthropic and OpenAI

Nvidia Announces AI Research Lab in Singapore, Focusing on Embodied and Efficient AI

Disclosure reveals Donald Trump purchased Microsoft stock in Q1 2026

Google establishes AI partnership with Singapore government and increases investment

Microsoft Adjusts Windows 11 Search Logic to Prioritize Local Results

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

Google releases Gemini for Science AI model to reshape drug discovery process

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

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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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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.

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

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Berkshire Hathaway's CEO Abel has significantly reshaped the portfolio by closing or reducing 22 positions and increasing stakes in Alphabet, Delta Air Lines, and Macy's. Notably, Alphabet holdings were tripled to approximately $23 billion, becoming the fifth-largest position. Abel's strategy continues Buffett's legacy of investing in high-quality, moat-protected businesses.

- Abel made significant changes to Berkshire Hathaway's portfolio, closing or reducing 22 positions while initiating substantial stakes in Alphabet, Delta Air Lines, and Macy's.  
- The most notable increase was a tripling of holdings in Alphabet, raising its value to approximately $23 billion, which is now the fifth-largest position.  
- Abel's strategy continues Buffett's legacy by emphasizing investments in high-quality businesses with strong competitive advantages and focused capital allocation.

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Berkshire Hathaway B

Abel reshapes Berkshire portfolio with big Alphabet bet

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GGLL

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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.

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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.

TechCrunch

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

DTCR

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

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The 13 biggest announcements at Google I/O 2026

GGLS

At the 2026 Google I/O keynote, Google announced new AI information agents that allow users to create and manage multiple agents for continuous updates on topics of interest. These agents synthesize information, provide actionable insights, and operate 24/7, enhancing user experience beyond traditional search tools. They will be available this summer, initially for Google AI Pro and Ultra subscribers in the U.S. Additionally, Google introduced a redesigned search interface to support more conversational queries.

- At the 2026 Google I/O keynote, Google introduced new agentic capabilities in Search that allow users to create and manage AI agents for continuous updates on topics of interest.  
- These agents synthesize information from multiple sources, provide actionable insights, and help with tasks such as monitoring financial markets and tracking travel prices.  
- The feature will first be available to Google AI Pro and Ultra subscribers in the U.S. this summer, accompanied by a major redesign of Search to enhance user interaction.

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How to use Google’s new information agents

Google unveiled new AI models and personal AI agents at its annual developer conference, aiming to compete with OpenAI and Anthropic. The highlights include the Gemini 3.5 Flash model, which offers advanced capabilities at reduced costs, and Gemini Spark, a general-purpose AI agent designed to assist users in managing their digital tasks. Additionally, Google introduced Omni, a world model for simulating physical environments. These developments come as the company seeks to enhance product integration and address growing expectations in the AI sector.

- Google announced its latest AI advancements, including the Gemini 3.5 Flash model, at the Google I/O Developers Conference held on May 19, 2026.  
- Gemini 3.5 Flash aims to offer high-quality features at reduced costs, with strengthened cybersecurity to minimize harmful content generation.  
- Additionally, the launch of Gemini Spark introduces a new general-purpose AI agent to assist users, while Google's Omni model simulates physical environments for enhanced digital interactions.

OpenAI

Google debuts new AI models, personal AI agents in effort to keep pace with OpenAI and Anthropic

In recent news, a new accelerator chip called VerTQ has been introduced, which incorporates Google's TurboQuant algorithm. This innovative chip has successfully reduced the KV cache memory usage of Large Language Models by an impressive factor of 4.3x. Remarkably, despite this reduction, it has been able to maintain or even improve the performance of the models it supports. Notably, VerTQ was autonomously developed by Conductor 2.0, Verkor's secondary project.

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Verkor Launches Industry's First TurboQuant LLM Inference Accelerator Silicon IP

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.

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XI2CSOPNVDA

Nvidia eyes blockbuster earnings as China chip sales remain uncertain

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

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Trade Showcase

$Invesco Nasdaq 100 ETF(QQQM.US)$Invesco QQQ Trust(QQQ.US)After more than a month of straight upside for QQQ, this is the first week that really felt like buyers and sellers finally meeting each other. The weekly doji says a lot — momentum is still there, but it&#39;s no longer one-sided.Usually after a move this extended, the market either:• consolidates sideways and resets• or gets a sharper pullback to shake positioning outWhat matters is breadth and macro. If yields/oil stay calm, it&#39;s likely consolidation instead of collapse. Feels more like a pause after a squeeze, not an immediate bear reversal.@Bridge Buzz SG

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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4 - My Portfolio Health Check]#My Portfolio Health CheckNavigating the stock market carefully as the S and P 500 is breaking all time highs continuously. Reminder to myself not to fomo and buy companies at all time high valuations. Like warren buffet said “Be fearful when others are greedy” and i will continue to be disciplined and slowly dca into stocks.

Amazon

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Week 4 - exciting times this week with Trump visiting China!Pretty interesting to see the boost in china-related stocks with Trump’s visit to China this week. Looking forward to what comes out from this meeting and their discussion! In the meantime, staying focused on index investing.

$Invesco QQQ Trust(QQQ.US)$Invesco Nasdaq 100 ETF(QQQM.US)QQQ last week definitely had that pain trade / squeeze higher feeling. Market stayed defensive for too long (oil, war, Fed fears), then once nothing fully broke, cash and shorts both had to chase back in.So yeah, in hindsight a lot of people were probably too cautious. But that’s the tricky part — during the setup, risks were real.What this move really says is:• liquidity still strong• AI/tech leadership not dead• market willing to ignore macro until forced otherwiseClassic late-cycle behavior honestly.@Bridge Buzz SG

Week 3 - conviction in index investingStarted my longbridge account not too long ago and with the recent market highs, my QQQM position is now up 13%! Which way surpassed my expectations. I will continue to do index investing while looking out for good undervalued names out there! Looking to hold long term :)

GreatTony

Great return you achieved! Solid performance

$Invesco QQQ Trust(QQQ.US)$Invesco Nasdaq 100 ETF(QQQM.US)QQQ this week was actually pretty telling — even with Nvidia weak, QQQ still pushed to new highs. That’s breadth improving, not just one stock driving.But Friday’s upper wick matters. It usually means selling into strength near highs, either profit taking or early distribution.So from here:• can still grind higher (trend intact)• but no longer easy momentum• higher chance of pullback / consolidationFeels like strong but tired, not broken.@Bridge Buzz SG

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$Invesco QQQ Trust(QQQ.US)$Invesco Nasdaq 100 ETF(QQQM.US)QQQ last week finally showed some hesitation — no longer straight-line squeeze, more rotation + mixed closes. That usually means the easy momentum phase is cooling and market starts asking for real confirmation.Next two things matter: earnings + Fed. If big tech earnings hold and Fed stays soft, QQQ can keep grinding higher. But if guidance weakens or Powell sounds too hawkish, this kind of stretched tape can pull back fast.Feels like a decision week, not easy chase territory.@Bridge Buzz SG

Awesome portfolio 👍. I will get some ETF too for diversification.

Week 1 - my first post here!I have been a fan of buying the index and hence the larger proportion in QQQM. Got some NVDA and AAPL from longbridge as part of cash deposit + trade execution and looking to hold for future growth! Looking forward to the sharings by others over the next couple of weeks too!

$Invesco QQQ Trust(QQQ.US)$Invesco Nasdaq 100 ETF(QQQM.US)QQQ this run feels like short squeeze + macro relief turning into momentum chase. War premium came out fast (oil/yields cooled), then flows piled back into tech → now it’s kind of self-reinforcing.At this point it’s strong but a bit stretched. When moves go vertical like this:• upside can continue (FOMO phase)• but risk of sharp pullback increasesSo not bearish, just late-stage momentum feel. Key is whether it consolidates or blows off.@Bridge Buzz SG

$Invesco QQQ Trust(QQQ.US)$Invesco Nasdaq 100 ETF(QQQM.US)Invesco QQQ Trust pushing back to prior highs this fast is strong, but also where things usually get tricky.You’ve got momentum + macro relief (oil/yields easing a bit), so buyers have fuel. But near highs =• trapped sellers from last time• profit taking• need real follow-throughIf it breaks with volume, that’s a legit continuation. If it stalls → likely another fake breakout and pullback.Feels like a decision zone, not easy long here.This is general information only and not financial advice. For personal guidance, please talk to a licensed professional.@Bridge Buzz SG

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