Global X Robotics & Artificial

Google CEO Announces Gemini App Monthly Active Users Doubled in a Year, Surpassing 900 Million

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

Resona Asset Management Reduces Stake in Intuitive Surgical by 13.1%

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

HSBC raises Nvidia target price from $295 to $325

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

China Mobile's 2 billion yuan AI server procurement order excludes NVIDIA, with Huawei as the sole supplier

Dell and NVIDIA Deepen Partnership to Jointly Advance the Construction of AI Factories

Google and Blackstone Launch AI Cloud Company, Plan 500MW Capacity by 2027

Nvidia announces its new generation Vera CPU has been delivered to four major AI labs

Nvidia CEO Jensen Huang says he believes the China market will open over time

SandboxAQ and Anthropic Collaborate to Integrate Scientific AI Models into Claude

Nvidia and Dell CEOs Discuss Distributed Computing: Launching New AI Platform and High-Performance CPU

Amesite

InMed Pharmaceuticals

Meiwu Tech

Generation Income Properties

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

MetaVia

NextNRG

Phoenix Asia

Co-Diagnostics

BAYVIEW ACQUISITION CORPORATION COM USD0.0001 (S/R) 17/11/2028

SOXL

159995

588170

ARTY

According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

Direxion Semicon Bull 3X

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Invesco Semiconductors ETF

Guotai CSI All Share Integrated Circuit ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

SPDR S&P Semicon

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Harvest SSE STAR Chip ETF

China Merchants CSI Semiconductor Industry ETF

iShares Future AI & Tech ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

ISRG

ISUL

Resona Asset Management Co. Ltd. reduced its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 13.1% in Q4, now holding 212,119 shares valued at $120.6 million. Other hedge funds, like Brighton Jones LLC and Main Street Financial Solutions LLC, increased their stakes. Insider sales included EVP Gary Loeb selling 400 shares and SVP Mark Brosius selling 2,362 shares. Intuitive Surgical's stock opened at $439.92, with a market cap of $155.8 billion and a recent earnings report showing a 23% revenue increase year-over-year.

Market Beat

Intuitive Surgical

SPDR S&P Health Equip

GraniteShares 2x Long ISRG Daily ETF

iShares US Medical Devices

Resona Holdings, Inc.

Truist Financial

Resona Asset Management Co. Ltd. Reduces Stock Holdings in Intuitive Surgical, Inc. $ISRG

NVDA

SOXS

NVDX

NVDU

NVDY

NVDL

US stock index futures fell, led by weakness in semiconductor shares, raising concerns over inflation and corporate earnings. Dow futures dropped 65 points, with technology stocks under pressure. Oil prices eased but remained high amid Middle East tensions. Treasury yields pulled back after a recent rise. Investors are awaiting Nvidia's earnings and the Federal Reserve's minutes for insights on economic conditions.

- US stock index futures declined due to weakness in semiconductor shares and concerns over inflation, elevated bond yields, and corporate earnings outlook.  
- The S&P 500 futures fell 0.23%, while Nasdaq 100 contracts decreased by 0.46%, reflecting pressure on technology stocks.  
- Market sentiment remains fragile ahead of upcoming earnings reports from Nvidia and Walmart, along with the Federal Reserve's minutes, amid ongoing geopolitical tensions.

Invezz

NVIDIA

Direxion Semicon Bear 3X

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Daily NVDA Bear 1X ETF

AXS 1.5X NVDA Bear Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

Dow Jones Industrial Average

Walmart

S&P 500

NASDAQ-100

Micron Tech

Seagate Tech

Western Digital

NVIDIA Corporation

Western Digital - WI

Dow futures slip 65 points: 5 things to know before markets open

The U.S. Senate is expected to advance an artificial intelligence framework this year, according to Odaily. Senate Majority Leader Thune indicated that the legislative body plans to move forward with this initiative.

CoinLive

ISHRS S&P Glb It

SPDR S&P Software

Invesco AI and Next Gen Software ETF

iShares Expanded Tech Software Sector ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

ROBO Global Robotics

FT Nasdq AI & Robotics

U.S. Senate to Advance AI Framework This Year

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

Tip Ranks

Corning

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

Dell Tech

First Trust Nasdaq Food & Semicon

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long DELL Daily ETF

Eli Lilly

Samsung Electronics 

Honeywell

Samsung Electronics Co., Ltd. Sponsored GDR

Honeywell International - WI

NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

Tech analyst Beth Kindig has named Bloom Energy (BE) as the 'biggest outperformer' in tech after a remarkable 217% YTD stock rally. Bloom Energy's unique solid oxide fuel cells address critical power generation issues for the AI economy, outperforming traditional mega-caps. The company's Q1 2026 revenue surged 130.4% year-over-year, and analysts have raised price targets significantly, citing grid constraints as a key catalyst for growth.

- Bloom Energy Corp. (NYSE:BE) has significantly outperformed major tech stocks, with a 217% year-to-date increase, making it a top pick for analysts amid growing power generation challenges for AI.  
- The company's solid oxide fuel cells enable data centers to bypass utility interconnection delays, positioning Bloom to capitalize on increased demand for power as AI technology evolves.  
- Recent financial performance highlighted a record $751.1 million in Q1 2026 revenue, representing a 130.4% year-over-year growth, prompting analysts to raise their price targets for the stock.

benzinga_article

Bloom Energy

Oracle

UBS Group AG

NASDAQ Composite Index

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

Nvidia (NVDA) will report its Q1 FY27 earnings this week on May 20. According to TipRanks' Options Tool, options traders expect an 8.65% move in either direction in NVDA stock in reaction to Q1 FY27 earnings. This implied move is slightly higher than Nvidia's average post-earnings move (in absolute terms) of 3.16% over the past four quarters.Claim 55% Off TipRanksForget margin or options. Here's how the pros trade NVDA

- Nvidia (NVDA) is set to release its Q1 FY27 earnings on May 20.  
- Options traders anticipate an 8.65% movement in NVDA stock following the earnings report, exceeding the average post-earnings move of 3.16% observed in the last four quarters.  
- This heightened expectation indicates increased volatility surrounding Nvidia's financial performance announcement.

Spdr Select Tech

XL2CSOPNVDA

XI2CSOPNVDA

Nvidia Will Report Q1 Earnings on May 20 — Options Traders Expect an 8.65% Move in NVDA Stock

Major U.S. indexes opened mixed as the 10-year Treasury yield remained above 4.57%. Oil prices eased amid reports of a potential Iranian sanctions waiver. Elevated yields and high energy costs are raising inflation concerns, impacting valuations. Upcoming earnings from Nvidia and Walmart may influence market direction, testing investor confidence in AI growth and consumer resilience.

- Major U.S. indexes opened mixed as the 10-year Treasury yield remained above 4.57% and oil prices declined amid potential Iranian sanctions waivers.  
- Elevated yields and high energy costs are contributing to persistent inflation fears, leading investors to remain cautious about the ongoing Iran conflict.  
- This week, earnings reports from Nvidia and Walmart will be crucial in influencing market direction, reflecting investor sentiment towards AI growth and consumer resilience.

Wall Street wavers as yields stay high ahead of key earnings

.SPX

.IXIC

US stocks showed mixed results as easing yields countered inflation fears from rising oil prices. Brent crude oil fell nearly 2% amid reports of potential U.S. waivers for Iranian oil sales, alleviating supply concerns. Growth sectors, particularly tech, saw gains with semiconductor stocks rebounding ahead of Nvidia's earnings report.

- Equities experienced fluctuations as easing yields countered ongoing inflation concerns from rising oil prices.  
- Brent crude oil prices declined nearly 2% due to reports of potential U.S. permission for some Iranian oil sales, alleviating supply worries.  
- Growth-heavy sectors, particularly technology, saw gains as lower yields supported a recovery in semiconductor stocks ahead of Nvidia's earnings report.

VG Total Stock

SPDR S&P 500

US stocks mixed as yields ease, oil falls on Iran waiver talk

Oh no, another time Anthropic announcement hammers software stocks. More will come.

Global X Cloud Computing ETF

First Trust Index NextG ETF

Ark Innovation ETF

- Wall Street's main indexes were subdued as investors evaluated Anthropic's introduction of new AI tools for various business applications.  
- Anthropic presented 10 methods for businesses to integrate its technology, following recent announcements that led to a selloff in traditional software stocks.  
- As of 09:31 a.m. ET, the Dow Jones Industrial Average fell 7.93 points, the S&P 500 decreased by 4.18 points, while the Nasdaq Composite rose by 2.66 points.

Reuters

US STOCKS SNAPSHOT-Wall St muted after Anthropic announces new AI tools

Global X Robotics & Artificial(BOTZ.US)

AI exports are armoring trade in Asia: consultants

Resona Asset Management Co. Ltd. Reduces Stock Holdings in Intuitive Surgical, Inc. $ISRG

Dow futures slip 65 points: 5 things to know before markets open

U.S. Senate to Advance AI Framework This Year

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear