Roundhill Generative AI & Tech ETF

AMD's Su visits Taiwan to secure capacity and will attend forum to deconstruct AI strategy

Micron: Morgan JPM Conference Says Financial Outlook Enhanced, Q3 Free Cash Flow to Hit New High

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

OpenAI Invests $234M in Singapore to Build First Overseas AI Lab, Google Deepens Cooperation

Bezos: AI will solve various problems including building permit approvals

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

Thales and Google Cloud Sign Deal to Launch Independent European Cloud Solution in Germany

Wells Fargo Raises Alphabet Price Target to $435

Wells Fargo Lowers Amazon Price Target to $312 from $313

OpenAI and Google Partner to Launch Dual-Track Technology for Enhanced AI Image Provenance Detection

Midwest and other institutions significantly increase AMD holdings, market cap reaches $67.5B

NVIDIA Earnings Loom, UBS Bullish on $150B Buyback and Long-term AI Growth

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

Alibaba Cloud Announces Full Openness of Bailian Platform, Integrating Multiple Large Models Including GLM-5.1

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

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

OPTIMI HEALTH CORP

Micware

Silexion Therapeutics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

GCL Global

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

HCW Biologics

Jupiter Neurosciences

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

CHAT

AGIX

Anthropic has acquired Stainless for approximately $300 million to enhance developer experience and improve connections between agents and external systems. Stainless, founded in 2022, will wind down its products as part of the acquisition. Anthropic's annualized revenue has surged to $30 billion, surpassing OpenAI, and the company is in talks for a new funding round that could value it at $800 billion, ahead of a potential IPO.

benzinga_article

SPDR S&P Software

KraneShares Artfcl Intllgnc and Tech ETF

OpenAI

Meta Platforms

Anthropic Buys Stainless, Acquiring Startup Behind OpenAI's Developer Libraries

NVDA

MSFT

SOXL

BOTZ

SOXX

Elon Musk's lawsuit against OpenAI and Microsoft was dismissed, alleviating concerns over their partnership and refocusing attention on ETFs linked to AI, particularly those with significant investments in Microsoft and Nvidia. Key ETFs include the Global X Robotics & AI ETF and the Roundhill Generative AI & Technology ETF, which hold major AI infrastructure companies. The ruling is expected to stabilize Microsoft's commercial relationship with OpenAI amid increasing AI competition.

- The dismissal of Elon Musk's lawsuit against OpenAI and Microsoft has renewed interest in ETFs linked to the AI sector, especially those with significant investments in Microsoft and Nvidia.  
- A federal jury's ruling alleviates concerns regarding Microsoft's partnership with OpenAI, reinforcing its role in enterprise AI and the importance of Nvidia in the AI chip market.  
- ETFs such as Global X Robotics & Artificial Intelligence and Roundhill Generative AI & Technology highlight leading AI firms, although the verdict is not expected to directly affect their financial performance.

NVIDIA

Microsoft

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily MSFT Bull 2X Shares

Direxion Daily NVDA Bull 2X Shares

YieldMax NVDA Option Income Strategy ETF

AXS 1.5X NVDA Bear Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

ISHRS S&P Glb It

Invesco Semiconductors ETF

Global X Cloud Computing ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Semicon Bull 3X

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long Microsoft Daily Target ETF

GraniteShares 2x Short NVDA Daily ETF

YieldMax MSFT Option Income Strategy ETF

VanEck Semiconductor ETF

Global X Robotics & Artificial

T-Rex 2X Inverse NVIDIA Daily Target ETF

iShares Semiconductor ETF

SPDR S&P Semicon

Spdr Select Tech

iShares Expanded Tech Software Sector ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

Broadcom

Alphabet

Alphabet - C

ROBO Global Robotics

NVIDIA Corporation

Elon Musk's Courtroom Loss To OpenAI Puts ETFs With Microsoft, Nvidia Exposure Back In Focus

ARKK

ARKW

ALAI

OpenAI has reorganized its executive structure, appointing Greg Brockman as the lead for all product initiatives. The company aims to focus on AI agents by merging ChatGPT and Codex into a unified platform. This restructuring follows previous changes and is part of OpenAI's strategy to enhance its product offerings in the AI space.

The Verge

Ark Innovation ETF

ARK Next Gen Internet ETF

Alger AI Enablers & Adopters ETF

OpenAI keeps shuffling its executives in bid to win AI agent battle

CHPX

AI-driven chips are transforming geopolitics, restructuring supply chains, and fueling the fastest growth in the semiconductor industry, according to PANews.

CoinLive

Global X AI Semiconductor & Quantum ETF

AI Chips Reshape Geopolitics and Drive Semiconductor Growth

.SPX

ARTY

ARKQ

The S&P 500 continues to rally, driven by momentum in artificial intelligence and strong corporate earnings that counter inflationary pressures. Speculative investments in non-profitable tech and commodity-linked trades have outperformed the broader market this year. However, high oil prices due to geopolitical tensions pose potential recession risks despite the current market strength.

- Artificial intelligence and strong corporate earnings are supporting the S&P 500's rally amid inflationary pressures.  
- Non-profitable tech sectors, commodity-linked trades, and international exposures have shown greater year-to-date gains compared to the broader market.  
- However, high oil prices due to geopolitical tensions pose a risk of a recession despite the current market strength.

S&P 500

SPDR S&P 500

iShares Core S&P 500

iShares Future AI & Tech ETF

VG S&P 500

ARK Autonomous Tech & Robotics ETF

S&P 500 rally defies inflation risks as AI drives gains

ROBT

Mpathic, a Seattle startup, has released mPACT, a benchmark evaluating AI models like Claude, ChatGPT, and Gemini in handling high-risk conversations. While models generally avoided harmful responses, they fell short in providing adequate support in crisis situations. Claude Sonnet 4.5 performed best in suicide risk detection, while eating disorders posed challenges due to indirect risk signals. Misinformation handling was also weak, with models reinforcing flawed beliefs. Mpathic aims to enhance AI safety and accountability, having raised $15 million in funding and partnered with clinical organizations.

GeekWire

FT Nasdq AI & Robotics

Leading AI chatbots avoid harm but fall short in high-risk conversations, startup’s new benchmark finds

512720

512760

588780

DTCR

On May 6, Galaxy Securities highlighted significant structural divergence in the AI sector for April. Hardware remains strong, while software and applications are weaker. The impact of geopolitical conflicts and fluctuating oil prices has lessened. The earnings season has seen substantial outperformance in upstream computing infrastructure, particularly domestic computing power. Investors are favoring sectors with strong performance certainty. This structural divergence is expected to continue in the short term, with a focus recommended on the upstream computing infrastructure, especially the domestic computing power industry chain.

Guotai CSI Computer Theme ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

E Fund Artificial Intelligence ETF

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Global X Data Center & Dgtl Infrs ETF

Hwabao WP SSE STAR Artificial Intelligence ETF

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC CSI Cloud Computing and Big Data Theme ETF

Tianhong CSI Computer Theme ETF

Defiance AI & Power Infrastructure ETF

AI TRENDS | Galaxy Securities Highlights Structural Divergence in AI Sector

DOMO

AIYY

In Singapore on May 5, 2026, DomoAI, a generative AI video platform based in Singapore, emphasized the increasing popularity of their Talking Avatar product among creators. The platform is currently being utilized by over 4 million creators globally. This surge in demand comes as the AI avatar market is projected to reach a value of US$5.93 billion by 2032.

Unusual Whales

C3.AI

Domo-B

YieldMax AI Option Income Strategy ETF

DomoAI Launches Built-In Text-to-Speech and Integrates OpenAI's GPT Image 2.0 in Talking Avatar Workflow

07709

SK Hynix has begun construction on a $4 billion advanced memory packaging facility in West Lafayette, Indiana, aimed at increasing the supply of US-made high-bandwidth memory (HBM) for AI accelerators. The plant, expected to be completed by late 2027, will also include an R&D center for future chip development. Full-scale operations are anticipated in the second half of 2028, coinciding with the launch of HBM4E memory. This facility is part of a broader effort to enhance US semiconductor manufacturing capacity amid ongoing memory shortages.

The Register

XL2CSOPHYNIX

Invesco PHLX Semiconductor ETF

Roundhill Memory ETF

First Trust Nasdaq Food & Semicon

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

Micron Tech

Taiwan Semiconductor

Apple

Amkor Tech

Intel

Morgan Stanley

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

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

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

SK Hynix’s aspirations for ’Merica-made HBM inch closer to reality

IGPT

A significant backlash against AI is emerging in the U.S., with many Americans expressing concerns about its impact. Communities are resisting data center projects, and social media is rife with anger towards AI companies. Despite this, political campaigns are not heavily focused on AI issues. A recent Ipsos poll shows over 60% of both Republicans and Democrats believe the government should regulate AI for economic stability and public safety, advocating for a slowdown in its development.

Invesco AI and Next Gen Software ETF

AI backlash is coming for elections

Roundhill Generative AI & Tech ETF(CHAT.US)