Global X Cloud Computing ETF

ATEME Migrates Dish Home Nepal's Premier League Broadcasts to TITAN Live Platform

Zscaler to release FY2026 Q3 earnings on May 26 After-Market EST, forecast revenue USD 835.67 M, EPS USD -0.1493

Akamai Plans to Issue $1.3 Billion Convertible Senior Notes Maturing in 2030

B. Riley Upgrades Zscaler to Buy, Lowers Price Target to $225

BofA Securities Initiates Coverage on ServiceNow with Buy Rating, $130 Target Price

ServiceNow Issues $4 Billion Bonds to Refinance Armis Security Acquisition Loan

Twilio Receives Moderate Buy Rating with $193.65 Target Price, Executives Sell Shares

RBC and Barclays Maintain Buy Rating on Zscaler, Consensus Target at $225.63

Access Industries Affiliate Sells 3.3M DigitalOcean Shares for $499M

Citigroup Raises Akamai Target Price to $160, Maintains Neutral Rating

Dataiku Announces Collaboration with Snowflake to Launch Cobuild on Snowflake AI Solution

Experian Partners with Now to Expand Trusted Decision-Making in Autonomous AI

Acme Technology to Acquire Layerx for $205M, Diluting 2026 EPS by $0.12

Atlantic Union Bankshares Corp Significantly Increases Holdings in ServiceNow

Zoom Communications to Release FY2027 Q1 Earnings on May 21 After-Market (EST), Forecast Revenue USD 1.224 B, EPS USD 0.8105

Bank of America Global Research Upgrades A10 Networks' Rating to Buy and Sets New Price Target

Twilio Board Member Sells Company Shares

Twilio Director Andrew Stafman Sells 675,000 A-Class Ordinary Shares

ServiceNow plans to raise $4 billion through bond issuance

ServiceNow Receives Bullish Cover With Target Price Up To $236

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

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

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

BOX (BOX) Expected to Announce Earnings on Tuesday

IDGT

CLOU

DTCR

BOX (NYSE:BOX) is set to announce its Q1 2027 earnings on May 26, with analysts expecting earnings of $0.36 per share and revenue of $304.39 million. The company recently approved a $500 million stock repurchase program. BOX shares opened at $25.83, with a market cap of $3.58 billion. Analysts have mixed ratings on the stock, with an average target price of $35.57. Insider sales have occurred recently, with significant shares sold by the Director and CFO.

Market Beat

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

Smartsheet

UBS Group AG

Citigroup

Canadian Imperial Bank Comm

Toronto Dominion Bank

CITIGROUP INC 6.250 NON CUM SER II PFD WI

GOOGL

GGLL

Blackstone has announced a joint venture with Google to establish a U.S.-based company focused on providing efficient data center capacity and Google Cloud's Tensor Processing Units (TPUs) as a compute-as-a-service. The venture aims to meet the growing demand for AI capabilities, with an initial capacity of 500 MW expected by 2027. Blackstone is committing $5 billion in equity, while Google will supply hardware and software. Benjamin Treynor Sloss from Google will serve as CEO.

- Blackstone announced a joint venture with Google to establish a new U.S.-based company focused on efficient data center capacity and compute-as-a-service offerings using Google Cloud's Tensor Processing Units (TPUs).  
- The joint venture aims to bring 500 MW of capacity online by 2027, with significant scaling planned.  
- Blackstone has committed $5 billion in equity capital, and Google will provide the necessary hardware and software to support the new company.

rttnews

Blackstone

Alphabet

Direxion Daily GOOGL Bull 2X Shares

Alphabet - C

Blackstone, Google Join To Create U.S.-based Company To Meet Growing Demand For TPUs

Google and Blackstone Inc. are forming a joint venture AI cloud company, with Blackstone investing USD5 billion for a majority stake. The venture aims to support USD25 billion in computing power investments, utilizing Google's proprietary chips to achieve 500 megawatts of computing power by next year. Google will provide hardware, software, and services, while Benjamin Treynor Sloss will be the CEO.

AASTOCKS News

Coreweave

Google Reportedly Teams Up with Blackstone to Establish New AI Cloud Company

AKAM

ATEME has migrated Dish Home Nepal's Premier League live streaming to its TITAN Live platform on Akamai Cloud, enhancing resilience during peak matches. This transition replaces legacy encoding with a primary-backup workflow, enabling HLS streams via Akamai’s CDN for improved viewer experience and reduced streaming costs.

PUBT

Akamai Tech

Ateme migrates Dish Home Nepal Premier League streaming to TITAN Live on Akamai Cloud

DELL

XDAT

SNSR

SOXX

NXTG

SRVR

Dell's AI Factory has refreshed its infrastructure with new networking and storage stacks, enhancing its position in the AI market. The company reported 5,000 customers, primarily enterprises, and introduced new PowerRack systems for networking and cooling, which can be operational in under six hours. The PowerRack features advanced manageability and leak detection, while also supporting Nvidia's latest technologies. Analysts noted Dell's strong sales growth and its ability to meet hardware demands amid a global AI infrastructure expansion.

TechTarget News

Dell Tech

Franklin Exponential Data ETF

Global X Internet

iShares Semiconductor ETF

Direxion Semicon Bull 3X

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

ISHRS S&P Glb It

SPDR S&P Semicon

VanEck Semiconductor ETF

iShares Expanded Tech Software Sector ETF

Spdr Select Tech

First Trust Index NextG ETF

SPDR S&P Software

Proshares Big Data Refiners ETF

Direxion Daily NVDA Bull 2X Shares

Invesco S&P Small Cap Info Tech

Invesco PHLX Semiconductor ETF

Invesco S&P 500 Equal Weight Tech ETF

Invesco Semiconductors ETF

Pacer Data & Infrastructure Real Estate ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long DELL Daily ETF

NVIDIA

ServiceNow

OpenAI

Palantir Tech

NVIDIA Corporation

Dell AI Factory gets rack-scale infrastructure refresh

GOOG

Anthropic has acquired Stainless, a startup known for its software used by AI labs like OpenAI and Google, for over $300 million. The acquisition will remove a key infrastructure supplier from competitors. Stainless's technology automates the creation of software development kits (SDKs), which are crucial for connecting AI agents to external software. Anthropic plans to wind down hosted Stainless products but assures existing customers retain rights to their generated SDKs.

- Anthropic has acquired Stainless, a startup known for automating the creation of software development kits (SDKs) used in the AI industry, for over $300 million, although exact terms were not disclosed.  
- This acquisition removes a critical infrastructure supplier from competitors such as OpenAI and Google, with Anthropic planning to wind down all hosted Stainless products while ensuring customers retain ownership of their generated SDKs.  
- Founded in 2022 by former Stripe engineer Alex Rattray, Stainless's technology simplifies SDK maintenance and was integral to the development of every official Anthropic SDK.

TechCrunch

CloudFlare

Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare

METW

METU

Meta Platforms is shifting 7,000 employees into new AI roles as part of a major workforce restructuring, while also planning to cut about 10% of its staff. This move aligns with CEO Mark Zuckerberg's strategy to prioritize AI, investing heavily in data centers and custom chips for advanced models. Despite the layoffs, META stock has a Strong Buy consensus rating, with a target price suggesting a 33.79% upside potential.

- Meta Platforms (META) is reallocating 7,000 employees to new artificial intelligence roles as outlined in an internal memo from Chief People Officer Janelle Gale.  
- The restructuring includes a workforce reduction of about 10%, or 8,000 workers, to manage AI spending while enhancing efficiency.  
- This shift underscores CEO Mark Zuckerberg's commitment to making AI central to Meta's strategy, as the company invests in advanced models and infrastructure amid increasing competition in the tech industry.

Tip Ranks

Meta Platforms

GraniteShares 2x Long META Daily ETF

Roundhill META WeeklyPay ETF

Direxion Daily Meta Bull 2x Shares

META Shifts 7,000 Workers into New AI Roles as Part of Major Shake-Up

Zscaler (ZS) shares surged after B. Riley analyst Erik Suppiger upgraded the stock from Hold to Buy, citing strong demand and AI as an opportunity. Despite lowering the price target from $275 to $225, investor focus remained on the upgrade. Suppiger believes Zscaler's unique advantages will help it grow organic revenue close to 20% annually, even amid crowded competition. Analysts maintain a Strong Buy consensus on ZS stock, with an average price target of $225.70, indicating a 31.1% upside potential.

Zscaler

B Riley Financial Pref Share RILYL 7.375 Perp 09/04/25 B

B Riley Financial Pref Share RILYG 7.25 12/21/27

B Riley Financial Pref Share RILYN 6.5 09/30/2026

B Riley Financial Pref Share RILYK 5.5 03/31/26

B Riley Financial Pref Share RILYP 6.875 Perp 10/07/24

B Riley Financial Pref Share RILYZ 5.25 08/31/28

B Riley Financial Pref Share RILYT 6.0 01/31/28

Zscaler (ZS) Stock Jumps after 5-Star Analyst Says 'AI Is an Opportunity, Not a Threat'

Vodafone has successfully completed a trial with Nokia using AWS cloud to enhance its IoT services. The trial involved deploying Nokia’s mobile data and voice core on AWS in Frankfurt, integrated with Vodafone's data centers across Europe. The next phase will prioritize security and sovereignty ahead of commercial trials later this year. Vodafone's IoT platform boasts over 240 million connections globally, indicating the cloud's potential to scale capacity and automation.

Nokia Oyj

Vodafone 

iShares US Telecommunications

Vodafone Group Plc

Vodafone, Nokia trial AWS cloud to scale managed IoT services

AASTOCKS Financial News reports on the latest investment ratings and target prices for BIDU-SWfrom seven brokers. Ratings include 'Buy' from Citi, Nomura, BofA Securities, and UBS, with target prices ranging from USD 170 to USD 186. Key views highlight strong AI cloud performance offsetting online marketing weaknesses, with expectations for positive growth in future quarters.

BIDU-SW

Baidu

Nomura

Nomura Holdings, Inc.

Bank of America

Morgan Stanley

Goldman Sachs

BIDU-SWR

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

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

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Summary of Latest Ratings, TPs, Views on BIDU-SW  (Update)

WDAY

Kainos Group (LON:KNOS) reported a return to growth with a 32% increase in sales bookings to GBP 505 million for the year ending March 31, 2026. Revenue rose to GBP 431 million, and backlog exceeded GBP 430 million. The company experienced broad-based growth across its divisions, with Digital Services up 29% and Workday Services up 44%. Kainos expanded its customer base to over 1,250 globally and achieved a Net Promoter Score of 61. The workforce grew by 21%, and the company aims for GBP 100 million in annual recurring revenue by year-end.

Workday

Kainos Group H2 Earnings Call Highlights

OkOk @Dolphin Research

Microsoft

T-Rex 2X Long Microsoft Daily Target ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MSFT Bull 2X Shares

YieldMax MSFT Option Income Strategy ETF

Microsoft (MSFT) is reportedly looking to expand its artificial intelligence investments beyond OpenAI, considering acquisitions of several AI startups, including Inception. This follows the end of its exclusive revenue-sharing agreement with OpenAI and a cap on payments to the startup at $38 billion. Microsoft has invested over $100 billion in OpenAI since its inception, holding a 27% stake as it transitioned to a for-profit model. The partnership has faced challenges, including OpenAI's pursuit of a $50 billion investment from Amazon.

- Microsoft's shares increased after a report revealed the company is seeking to expand its artificial intelligence investments beyond OpenAI.  
- The tech giant is considering acquiring several AI startups, including Inception, following the end of its exclusive revenue-sharing agreement with OpenAI.  
- Microsoft has invested over $100 billion into OpenAI since 2015 and recently capped its revenue-sharing payments to the startup at $38 billion amid ongoing challenges in their partnership.

Amazon

End of the Road? Microsoft (MSFT) May Be Casting Its AI Net Beyond OpenAI

Finally, some cheer to the markets!

NASDAQ-100

NASDAQ Composite Index

Fidelity Nasdaq Composite Index ETF

VG Mga Cap 300 Grw

Invesco Nasdaq 100 ETF

Global X NASDAQ 100 Collar 95-110 ETF

Invesco QQQ Trust

VG Growth

SPDR S&P 500

VG S&P 500

iShares Core S&P US Growth

ISHRS Russ 1000 Growth

- U.S. stock index futures increased with Dow up 0.49%, S&P 500 up 0.70%, and Nasdaq up 0.82%.  
- Meta's shares rose 3% after it announced plans to cut 20% of its workforce amid rising AI-related costs, while Nvidia’s upcoming conference may bolster AI market confidence.  
- Despite gains in technology stocks, concerns about elevated crude prices and their economic impact remain a focus for investors.

Reuters

US STOCKS-Wall St futures rise as tech stocks gain; Middle East conflict in focus

Global X Cloud Computing ETF(CLOU.US)

BOX (BOX) Expected to Announce Earnings on Tuesday

Blackstone, Google Join To Create U.S.-based Company To Meet Growing Demand For TPUs

Google Reportedly Teams Up with Blackstone to Establish New AI Cloud Company

Ateme migrates Dish Home Nepal Premier League streaming to TITAN Live on Akamai Cloud

Dell AI Factory gets rack-scale infrastructure refresh