Ps S&P 500 Mmtm

Nvidia Spends $90 Billion on 145 Acquisitions in 16 Months to Strengthen AI Position

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

Intrua Financial LLC Reduces Stake in Advanced Micro Devices by 43.6%

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

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

Hosking Partners Increases Stake in Alphabet to 525,640 Shares in Q4

Covestor Cuts Micron Stake by 74% as Other Institutions Increase Holdings and Raise Price Targets

Fideuram Intesa Sanpaolo Acquires 84,300 JNJ Shares Worth $17.4M in Q4

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

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

AMD Readies New Ryzen 7 7700X3D Processor

AI Demand Surges, Wells Fargo and Citigroup Raise Broadcom Price Targets; $35B Financing Reported for Expansion

US Lawmaker Calls for Restrictions on AI Chip Exports to China, Citing National Security

Researchers Disclose Patched "Fabricked" Vulnerability in AMD EPYC Processors

NVIDIA Announces New AI Research Lab in Singapore

Intel Receives $8.9 Billion in Government Funding and Collaborates with NVIDIA on New Products

NVIDIA Releases Security Bulletin Disclosing Multiple High-Severity Vulnerabilities in Its GPU Drivers

OpenAI Launches 'Guaranteed Capacity' Product, Pioneering AI Compute Pre-lock Model

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

GOOGL

MSFT

AAPL

Micron Technology, currently valued at $784 billion, is poised for significant growth driven by the AI revolution and increasing demand for memory chips. With record revenues and profitability, analysts predict it could reach a $3 trillion market cap by 2030, assuming continued annual growth of 41%. Micron's strategic expansions in production facilities and its critical role in the semiconductor market position it well for future success.

- Micron Technology, currently with a market cap of $784 billion, is poised for significant growth due to the increasing demand for artificial intelligence (AI) and its key role in providing memory and storage chips.  
- The company's record revenue of $23.9 billion in Q2 fiscal 2026, representing a 196% year-over-year increase, highlights its strong financial performance and profitability, driven by surging demand and expanding margins.  
- If Micron achieves projected revenues of $420 billion by 2030, it could potentially reach a $3 trillion market cap, given Wall Street's expectations of 41% annual growth over the next five years.

Motley Fool

Alphabet

Microsoft

Micron Tech

Apple

Direxion Daily MU Bull 2X Shares

Invesco Semiconductors ETF

NVIDIA

Alphabet - C

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NVIDIA Corporation

1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Apple, and Microsoft in the $3 Trillion Club

NVDA

IGPT

SOXL

SOXX

NVDX

NVDU

NVDL

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.

VanEck Semiconductor ETF

Invesco AI and Next Gen Software ETF

Invesco PHLX Semiconductor ETF

Direxion Semicon Bull 3X

iShares Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long NVDA Daily 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

GOOG

GOOW

GGLL

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

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Meta Platforms

‘Ask YouTube’ brings AI-powered conversational search to video, adds Gemini Omni to Shorts

MULL

FTXL

Citi has raised its price target for Micron Technology, Inc. from USD425 to USD840, anticipating a 40% increase in DRAM prices in Q2 FY2027. The firm maintains a Buy rating, projecting continued DRAM price hikes and a 10% increase in FY2027 EPS forecast. Citi expects DRAM prices to rise 200% YoY in 2026 and HBM prices to increase due to tight supply, with manufacturers cautious about expanding capacity amid AI demand.

- Citi raised the target price for Micron Technology, Inc. from USD 425 to USD 840, projecting an 8x FY2027 P/E ratio.  
- The broker anticipates a 40% increase in DRAM prices in the fiscal second quarter and expects the DRAM upcycle to continue through 2027.  
- Citi forecasts DRAM average selling prices will rise 200% YoY in 2026, while noting tight supply in HBM and disciplined supply expansion from manufacturers.

AASTOCKS News

SPDR S&P Semicon

GraniteShares 2x Long MU Daily ETF

First Trust Nasdaq Food & Semicon

Roundhill Memory ETF

Citigroup

Samsung Electronics 

Applied Materials

Cisco

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Samsung Electronics Co., Ltd. Sponsored GDR

Citi Raises Micron Technology, Inc.  TP to USD840, Expects Further HBM Price Hikes Next Year

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'

Covestor Ltd reduced its stake in Micron Technology, Inc. (NASDAQ: MU) by 74% in Q4, selling 3,355 shares and holding 1,180 shares valued at $337,000. Other institutional investors, including AQR Capital and Vanguard Group, increased their stakes significantly. Citigroup and Mizuho raised their price targets for Micron, indicating positive market sentiment despite some concerns over semiconductor weakness and macroeconomic factors.

- Covestor Ltd reduced its stake in Micron Technology by 74.0% in Q4, holding 1,180 shares valued at $337,000 after selling 3,355 shares.  
- Institutional investors continue to adjust their positions, with AQR Capital Management increasing its stake by 411.9%, now owning shares worth $606.87 million, while Vanguard Group raised its stake by 1.9%.  
- Positive investor sentiment is noted as Citigroup raised its price target for Micron Technology significantly, indicating confidence in the company's prospects amid growing AI memory demand.

Market Beat

Mizuho Financial

Mizuho Financial Group, Inc.

Covestor Ltd Sells 3,355 Shares of Micron Technology, Inc. $MU

BRK.A

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.

Macys

Berkshire Hathaway

Delta Air Lines

Berkshire Hathaway B

Abel reshapes Berkshire portfolio with big Alphabet bet

CLOU

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.

iShares Expanded Tech Software Sector ETF

Global X Cloud Computing ETF

SPDR S&P Software

ISHRS S&P Glb It

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

AVGO

AVGX

AVGG

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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.

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

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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

Warby Parker

Snap

Alibaba

BABA-W

Essilor

BABA-WR

Alibaba HK SDR 5to1

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

$Ps S&amp;P 500 Mmtm(SPMO.US) the best ETFSource: James Ellis

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My Portfolio

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 1】Glad to have picked up SPMO at discounted prices!#My Portfolio Health CheckQuick check in for yet another insightful event - My Portfolio Health Check. Flashback to just weeks ago, I was picking up SPMO at $110+ price range for the long term after carefully reviewing its strategy of picking top momentum stocks in the S&amp;P500. The reshuffle of basket of stocks did not disappoint - SPMO added in hot momentum stocks like SNDK and MU that were rising rapidly, while keeping steady growth stocks like Nvidia as a safer option. I am still monitoring when to dca more into SPMO to continue building long-term portfolio, and the current V-shaped bounce is looking a bit shaky. Hence I will be holding off for now and maybe buying in when the next pullback arrives. @Bridge Buzz SG

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📝 My Investment Diary – 14-Day Check-in Challenge!Turn your trades into stories! Join us in building a daily review habit, connecting with fellow investors, and winning cash rewards.📌 Event Introduction: 
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📝 My Investment Diary – 14-Day Check-in Challenge!Turn your trades into stories! Join us in building a daily review habit, connecting with fellow investors, and winning cash rewards.📌 Event Introduction: <a href="https://longbridge.com/topics/100000000511982?channel=WHAB0001">https://longbridge.com/topics/100000000511982?channel=WHAB0001</a> <a href="https://longbridge.com/topics/100000000515732?channel=WHAB0001">https://longbridge.com/topics/100000000515732?channel=WHAB0001</a>📅 Event Period: Mar 9 – Mar 22, 2026✅ How to join: Post with【Day X – Your Headline】+ #MyInvestmentDiary, 30+ words on your daily operation or insights (screenshots encouraged)🎁 Rewards: 7 days → $10 | 10 days → $20 | 14 days → $30 ✨ 3 most insightful diaries each get an extra $10!🚀 Start your Day 1 diary now!

My Investment Diary

【Day 12】Watching SPMO reshuffle their stock picks#MyInvestmentDiaryOperation: Added SPMO at $115 todayReason: Today is the 3rd Friday of March which is the day SPMO reshuffles their stock picks for the next 6months. Insights: SPMO picks the top 100 momentum stocks in the S&amp;P and tracks their performances over the year, typically rebalancing every half year to keep up with the latest trend in the market. The dips in the broader market now is an opportunity to consolidate more for the years ahead.@Bridge Buzz SG

【Day 6】Watching the Market closely ahead of next week#MyInvestmentDiaryOperation: Added fractional of VOO &amp; SPMO Reason: As the broader market continues to fall, I see it as an opportunity to add to my portfolio for compounding.Insights: 2026 might end bearish or only slightly up and the dips in broad market etfs like VOO are corrections that were always going to come sooner or later. I&#39;m not planning to sell these etfs anytime soon so I can confidently add at different stages of the dips. @Bridge Buzz SG

VG S&P 500

【Day 5】Buying the ETFs dips#MyInvestmentDiaryOperation: Added more SPMO to balance out portfolio Reason: While growth stocks have been taking a hit this year, the broader etfs like SPMO and VOO are only about 4% off from all-time highs. Investing into these etfs for the long term helps to mitigate individual stock risks while still managing a high single to mid double digit growth a year. Insights: Market continues to pull back following Iran&#39;s threats on the Strait of Hormuz as oil prices spike. Dollar strengthens ahead of FED&#39;s meeting. Jerome Powell&#39;s speech will play a big part in where the market will be moving tonight. This feels like April 2025 all over again and hopefully having the courage to buy the dips can generate good returns in the near future.@Bridge Buzz SG

【Day 1】My Investment Diary#MyInvestmentDiaryOperation: Added SPMO at $116.40 todayReason: SPMO is comparable to the S&amp;P500 Index but with higher momentum stocks. Insights: SPMO has been outperforming the broader market consistently for the past years and they refresh their stock holdings every 6 months, ensuring high quality momentum stocks which help to push the stock higher. Long term compounding right now. @Bridge Buzz SG