KraneShares Artfcl Intllgnc and Tech ETF

AWS Plans €7.8 Billion Investment to Expand European Sovereign Cloud, Driving Customer Migration and Ecosystem Partnerships

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

Kepler Cheuvreux Reduces Meta Stake by 21% to 64,109 Shares Worth $42.31M

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

M&T Bank Corp Increases Amazon Stake by 5.9% to 2.12 Million Shares in Q4

Nippon Life and other institutions increase Amazon stake in Q4 amid tariff litigation risks

Citizens JMP gives Amazon Overweight rating, target price $315

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

Alphinity Increases Apple Stake by 105.7% in Q4 to $406M

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

Amazon to Hold Prime Big Deal Days Fall Sale Event in October 2026

Microsoft to Host Online Course Series on the Potential of Copilot and AI Agents

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

Microsoft to host a virtual training day on the fundamentals of the Azure cloud platform

Tesla Launches Emergency Hiring in China to Boost FSD, Awaiting 2026 Q3 Approval

Meta Launches Instants App in Taiwan Focusing on Zero-Pressure Authentic Sharing

SoftBank's Masayoshi Son is rumored to consider a $60 billion investment in OpenAI, potentially impacting Microsoft

InMed Pharmaceuticals

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METU

Meta Platforms, Inc. (META) is reportedly cutting up to 8,000 jobs across the U.S., Europe, and Singapore as part of a restructuring effort led by CEO Mark Zuckerberg to focus on artificial intelligence. Employees in Singapore received notifications early Wednesday, with U.S. and European workers expected to be informed soon.

- Meta Platforms, Inc. (META) is planning to lay off approximately 8,000 employees across multiple regions, including the U.S., Europe, and Singapore.  
- Notifications were sent to workers in Singapore early Wednesday, with U.S. and European employees expected to be informed soon after.  
- This restructuring is part of CEO Mark Zuckerberg's strategy to focus the company on artificial intelligence while simultaneously reducing costs and streamlining operations.

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Meta Platforms

GraniteShares 2x Long META Daily ETF

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Direxion Daily META Bear 1X Shares

Global X Cloud Computing ETF

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Direxion Daily Meta Bull 2x Shares

Meta Reportedly Starts 8000 Job Cuts

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.

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Alphabet

Microsoft

Micron Tech

Apple

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NVIDIA

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NVIDIA Corporation

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

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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

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Direxion Semicon Bull 3X

iShares Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

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YieldMax NVDA Option Income Strategy ETF

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T-Rex 2X Inverse NVIDIA Daily Target ETF

Nvidia wins China chip nod but faces new roadblocks

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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

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

METW

Midwest Trust Co increased its stake in Meta Platforms, Inc. by 3.0% in Q4, acquiring 3,961 shares, bringing its total to 134,652 shares valued at approximately $88.88 million. The company is now the 18th largest holding for Midwest Trust. Additionally, several hedge funds have also made new investments in Meta. Insiders have sold significant shares recently, with COO Javier Olivan and CFO Susan J. Li selling thousands of shares. Meta's stock performance shows a market cap of $1.52 trillion and a recent earnings report exceeding expectations.

- Midwest Trust Co increased its investment in Meta Platforms, owning 134,652 shares valued at $88,882,000, accounting for 1.1% of its total holdings.  
- Several hedge funds purchased new positions in Meta during recent quarters, indicating heightened institutional interest, with insiders also selling significant shares this year.  
- Despite recent layoffs and restructuring costs, Meta reported strong quarterly earnings, with a 33.1% year-over-year revenue growth and anticipations of continued earnings strength.

Market Beat

Roundhill META WeeklyPay ETF

Berkshire Hathaway

Berkshire Hathaway B

Amazon

Midwest Trust Co Buys 3,961 Shares of Meta Platforms, Inc. $META

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'

Kepler Cheuvreux Suisse SA reduced its stake in Meta Platforms, Inc. by 21.0% in Q4, now holding 64,109 shares valued at $42.31 million. Other investors like Vanguard and State Street increased their stakes. Meta is undergoing layoffs and restructuring amid AI investments, impacting earnings. Analysts have mixed ratings, with price targets ranging from $700 to $1,000.

- Kepler Cheuvreux Suisse SA reduced its holdings in Meta Platforms, Inc. by 21.0% during the fourth quarter, now owning 64,109 shares worth $42.31 million.  
- Other institutional investors, including Vanguard Group and State Street Corp, have also adjusted their stakes in the company, reflecting a mix of increased and reduced investments.  
- Despite recent layoffs amid its AI transformation, Meta reported a quarterly revenue increase of 33.1%, surpassing analysts' expectations with an EPS of $10.44.

State Street

Invesco

Legal & General Group Plc

Raymond James Financial

ROYAL BANK OF CANADA

Bank of Nova Scottia

Jefferies Financial

State Street® US Equity Premium Inc ETF

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

Meta Platforms, Inc. $META Stake Lowered by Kepler Cheuvreux Suisse SA

AMZN

Amazon has announced two water return projects in Germany, aiming to return over 370 million liters of water annually. The initiatives include a leak detection system in Frankfurt and a wetland restoration project in Spessartwald. Collaborating with Shayp and EcoTree, these projects enhance water resilience at Amazon's data center locations. The leak detection initiative will install IoT technology in 500 buildings, while the wetland project will create new habitats and improve groundwater replenishment. These efforts align with Amazon's goal to return more water to communities than it consumes by 2030.

- Amazon has announced two water retention projects in Germany: a leak detection initiative in Frankfurt and a wetland restoration project in Spessartwald.  
- These initiatives aim to return over 370 million liters of water annually, enhancing water resilience at Amazon's data center locations.  
- Collaborating with Shayp and EcoTree, Amazon addresses urban water loss and ecological restoration, supporting its goal to return more water to communities than it consumes by 2030.

Press Releases

Wassermanagement: AWS führt in Deutschland jährlich mehr als 370 Millionen Liter Wasser zurück

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

Delta Air Lines

Abel reshapes Berkshire portfolio with big Alphabet bet

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On May 20, Rongqi Technology announced on its interactive platform that the company continues to maintain a strong partnership with Meta. According to Jin10, Rongqi Technology has received orders throughout the year and is executing them in an orderly manner.

CoinLive

Rongcheer Inc.

Rongqi Technology Maintains Strong Partnership with Meta

$KraneShares Artfcl Intllgnc and Tech ETF(AGIX.US) holds approximately 4%-5% of Anthropic (OpenAI's biggest competitor, the company behind Claude LLM), ranking 4th in position. Other higher holdings include: META / MSFT / AMZN / NVDA. Overall, this is a basket of AI assets focused on platforms and applications.

OpenAI