Proshares Big Data Refiners ETF

Bank of America Increases Stake in Strategy by 117,374 Shares, Total Holding Reaches 3.96 Million Shares

Innodata CEO Jack Abuhoff Sells $24.08 Million in Common Stock

Innodata Director Stewart Massey Sells 10,000 Shares for $960,000

BlackRock Increases Stake in Strategy by 3.14M Shares, Total Holdings Reach $3.02 Billion

STRATEGY Plans to Repurchase $1.5 Billion of 2029 Convertible Bonds

Innodata Directors Sell Over $23 Million in Stock in May 2026

CAP Partners LLC Boosts Holdings in Strategy Inc, Which Purchased Bitcoin

Innodata Executives Sell Company Stock

Dynatrace Inc. stock target price 下调 to 47.02 USD

Guggenheim Downgrades Dynatrace Rating, Stock Opens Lower

BNP Paribas Exane Raises Zebra Technologies' Target Price

Truist Financial Raises Zebra Technologies Target Price

Dynatrace released FY2026 Annual Earnings on May 13 Pre-Market (EST), actual revenue USD 2.018 B (forecast USD 2.007 B), actual EPS USD 0.54 (forecast USD 0.6225)

Dynatrace released FY2026 Q4 earnings on May 13 Pre-Market (EST), actual revenue USD 531.72 M (forecast USD 521.15 M), actual EPS USD 0.0585 (forecast USD 0.155)

Innodata Inc. reports strong earnings and raises full-year guidance

Dynatrace Announces Q4 Financial Results

Norway's Largest Pension Fund KLP Increases Holdings in Bitcoin Financial Firm

Zebra Tech released FY2026 Q1 earnings on May 12 (EST), actual revenue USD 1.495 B (forecast USD 1.479 B), actual EPS USD 2.72 (forecast USD 2.7922)

Strategy Inc. Director Jarrod M Patten Sells 3,750 Class A Ordinary Shares

Innodata Inc. sees significant increase in put options trading

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

SRVR

IDGT

XDAT

CLOU

DTCR

Gartner forecasts worldwide AI spending to reach $2.59 trillion by 2026, a 47% increase year-over-year. The growth will be driven primarily by AI infrastructure, including AI-optimized servers, which are expected to triple in spending. Enterprises are anticipated to increase their use of AI models, with a projected 110% growth in model consumption. Despite current limited enterprise spending, 2026 is expected to mark a significant shift as organizations align AI initiatives with strategic business objectives.

Fidelity

Global X Funds Global X Artificial Intelligence & Tech ETF

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Spdr Select Tech

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Franklin Exponential Data ETF

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

ISHRS S&P Glb It

Global X Robotics & Artificial

Gartner

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

AKAM

Insight Guru Inc. conducted a stress-test analysis on Akamai Technologies, indicating a potential downside of -34.39%. Historically, Akamai faced a -75% drawdown during the 2008-2009 financial crisis, compared to -53% for the S&P 500. Other significant declines included -46% in 2015-2016 and -39% in 2011. The report highlights an average -26% drawdown across 15 crises versus -16% for the S&P 500.

PUBT

Akamai Tech

S&P 500

Insight Guru: Akamai risks 34.39% downside in macro stress test analysis

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

Alphabet

Alphabet - C

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

NUAI

New Era Energy & Digital (NUAI) held its Q1 2026 earnings call, reporting significant progress on its Texas Critical Data Centers (TCDC) project. The company raised $120 million in equity and secured a $290 million credit facility, ending April with over $80 million in cash for Phase 1. Management emphasized partnerships to reduce execution risk and expressed confidence in funding Phase 1 without significant dilution, highlighting operational advancements in land acquisition and permitting.

New Era Energy & Digital

Macquarie Group Limited

Apollo Global

NEW ERA ENERGY & DIGITAL INC. C/WTS 06/12/2029(TO PR COM)

APOLLO GLOBAL MANAGEMENT INC 6.75% CONV PFD STK SER A

Apollo Global Management Pref Share APO 7.625 09/15/53

New Era Energy & Digital Q1 2026 Earnings Call Transcript

PAYC

Paycom Software Inc. (PAYC) shares rose 2.16% to $139.18 on a mixed trading day, while the Dow Jones increased by 0.32% and the S&P 500 fell by 0.07%. This marks the second consecutive day of gains for Paycom, although it remains 48.02% below its 52-week high of $267.76. In comparison, Oracle Corp. fell 3.29%, while Intuit Inc. and ServiceNow Inc. saw gains of 2.59% and 8.78%, respectively.

MarketWatch Automated

Paycom Software

Dow Jones Industrial Average

Oracle

Intuit

ServiceNow

Factset Research

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

Paycom Software Inc. Stock Outperforms Competitors On Strong Trading Day

FATN

UBXG

SLAI

In Monday's after-market session, Agilysys (AGYS) saw a significant gain of 14.2% to $80.21, following its Q4 earnings release. Other gainers included Gauzy (GAUZ) up 7.67%, and Big Digital Energy (BGDE) up 5.71%. Conversely, U-BX Technology (UBXG) fell 14.0%, with Fatpipe (FATN) down 11.66%. SOLAI (SLAI) decreased by 9.6%, and TaoWeave (TWAV) dropped 8.23%. Several companies reported Q1 earnings recently.

benzinga_article

Fatpipe

U-BX Tech

SOLAI

TaoWeave

Big Digital Energy

iShares Semiconductor ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

VanEck Semiconductor ETF

Agilysys

Gauzy

Iveda Solutions

Inuvo

Roadzen

Hitek Global Inc.

Auddia

IVEDA SOLUTIONS INC C/WTS 01/04/2027 (TO PUR COM)

ROADZEN INC C/WTS 30/11/2028 (TO PUR COM)

AUDDIA INC C/WTS 19/02/2026(TO PUR COM)

12 Information Technology Stocks Moving In Monday's After-Market Session

MSFT

MSFU

Elon Musk's lawsuit against OpenAI was dismissed by a federal jury in under two hours, securing Microsoft's $228 billion stake in the company. The verdict clears the path for OpenAI's anticipated IPO, with a valuation exceeding $850 billion. The trial revealed significant financial insights for AI investors, including OpenAI's high revenue multiple compared to competitors. While Musk's team may appeal, the judge indicated potential challenges due to the statute of limitations.

- A federal jury dismissed Elon Musk's lawsuit against OpenAI and CEO Sam Altman, determining the lawsuit was filed too late.  
- This verdict secures Microsoft's $228 billion stake in OpenAI and paves the way for the anticipated IPO, which could target a valuation of $1 trillion.  
- The dismissal eliminates uncertainties surrounding OpenAI’s for-profit structure and leadership, allowing the company to maintain its course without major structural changes.

Microsoft

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

OpenAI

NVIDIA

Amazon

NVIDIA Corporation

Elon Musk Loses OpenAI Lawsuit-What The Trial Revealed About AI Investing

DELL

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

Global X Internet

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

First Trust Index NextG 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

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long DELL Daily ETF

Palantir Tech

Dell AI Factory gets rack-scale infrastructure refresh

At the Spring 2026 AI Networking Summit, IBM's Jason Lovelace emphasized the importance of human judgment in AI-assisted network operations. He proposed a four-step framework: See (gather telemetry and context), Use (apply AI tools), Prove (demonstrate AI reliability), and Act (implement AI based on engineer seniority). Lovelace cautioned against giving AI too much autonomy, advocating for a partnership where network professionals maintain oversight to ensure reliability and effectiveness.

Why AI in network operations requires human judgment

Genpact (NYSE:G) shares rose 7.5% to $31.22, with a trading volume decline of 26%. Analysts have mixed ratings, with one 'Buy' and seven 'Hold' ratings. The company reported Q1 earnings of $0.98 EPS, exceeding estimates, and announced a quarterly dividend of $0.1875. Hedge funds increased their stakes, with Royal Bank of Canada growing its position by 19.7%. Genpact's market cap is $5.31 billion, with a P/E ratio of 9.62.

Market Beat

Genpact

Gopro

Mizuho Financial

Mizuho Financial Group, Inc.

ROYAL BANK OF CANADA

Goldman Sachs

UBS Group AG

GS Hldg R

Genpact (NYSE:G) Trading Up 7.5%  - What's Next?

Over the past week, the market has been highly volatile due to the Iran conflict. However, cryptocurrencies seem to have bottomed out, with ETH still fluctuating around 1.9k. Against this backdrop, the White House's original March 1st deadline for reaching a consensus on the Clear Act has quietly passed, with news suggesting that the Banking Committee's bill review will restart this month. The macro environment is unpredictable, so I think it's better to return to BMNR's own trend. Since entering 2026, BMNR's mNAV has been fluctuating around 1, and after ETH accelerated its decline to 1.9k in February, the mNAV has moved even closer to 1. From the power law chart, we can also see...

Grayscale Ethereum Mini Staking ETF

BitMine Immersion Tech

BITMINE IMMERSION TECNOLOGIES INC

BMNR extreme value deduction 3.03

It is scary. The scale of the borrowing...What if their bets don't pan out?

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Currencyshares British Pound Trust

Alphabet's issuance of a rare 100-year sterling bond, part of a $20 billion borrowing drive, reflects a trend of increasing corporate debt to fund AI infrastructure. The bond attracted nearly 10 times the orders for its £1 billion sale, indicating strong demand from institutional investors. Analysts express concerns about the frothy market conditions and the long-term viability of such debt, especially as tech giants ramp up spending. The bond diversifies Alphabet's lender base, tapping into insurance and pension fund demand, while raising questions about the sustainability of AI-driven growth.

- Alphabet's issuance of a rare 100-year sterling bond signals late-cycle exuberance in the credit markets as tech firms increase borrowing to fund extensive infrastructure projects, including AI.  
- This bond is part of a broader $20 billion multi-currency borrowing initiative and attracted nearly 10 times the orders for its £1 billion sale, reflecting strong demand from institutional investors.  
- Strategists caution that this bond issuance symbolizes market froth, as the tech sector's debt is predicted to surge, raising concerns over long-term demand and potential risks amidst rapid technological changes.

CNBC

Why Alphabet’s 100-year sterling bond is raising new fears over debt-fuelled AI arms race

Goldman Sachs disclosed its 13F filing, showing its holdings in ETHA decreased from 6.5 million shares in Q3 to 4.8 million shares, while BMNR was increased to 5.2 million shares (only 700k in Q3), paired with 2.5 million puts as volatility protection.Selling low-volatility ETFs in a declining market, adding leveraged DAT positions, and using puts for portfolio protection. Interesting.$BitMine Immersion Tech(BMNR.US)$IShares Ethereum Trust ETF(ETHA.US)

IShares Ethereum Trust ETF

宏观大盘闲聊

An observation, not necessarily correct, just for personal record: Recently, both Cathie Wood and Tom Lee have publicly spoken out, explaining the reasons for the current downturn in Crypto. Both attributed the reasons to the technical issues of the exchange on 10.10, resulting in a loss of 28 billion in liquidity, and the market sentiment is still recovering. When influential analysts simultaneously use the same rhetoric to discuss the reasons, it means they are trying to establish a certain consensus and narrative, namely that 'the liquidity risk in crypto comes from the technical issues of offshore exchanges.' When users, the industry...

Coinbase

Lee Enterprise

AXS Short Innovation ETF

iShares S&P Global Timber Forestry

iShares Global Timber & Forestry UCITS ETF GBP

ARK Space Exploration & Innovation ETF

GraniteShares 2x Long COIN Daily ETF

XI2CSOPCOIN

Observations on Crypto Compliance Regulation

The Importance of Narrative ManagementWith the penetration of AI applications, the interpretation power of industry/company analysis has rapidly shifted from traditional investment bank research reports to individuals. Everyone can now quickly familiarize themselves with an industry or company using AI.However, the flip side of widespread dissemination is extreme simplification. Investors' focus has shifted from lengthy analysis reports spanning dozens of pages to a few condensed bullet points. For example, under the megatrend of reindustrialization, infrastructure household registration, or bulk resources under macro management changes—highly simplified keywords can quickly achieve consensus and attract more liquidity. This capability is called Narrative Management, and in the AI era, it has become a scarce skill for corporate management.When a company's narrative is embraced by more investors, it leads to changes in market pricing, reflected in valuation metrics like P/E. For DAT companies, it manifests as changes in mNAV. This change can be seen as the second derivative of stock price, acting as an accelerator for price fluctuations.A top executive with excellent narrative management skills can also bring Alpha (both excess returns and risks) to the company. Elon Musk is a classic case, and I believe Tom Lee is another.

ETH相关分析

Trading volume has shrunk before the Christmas holiday. ETH has been fluctuating around 3k for most of the past week, being pushed down whenever it broke through 3.1k and bouncing back whenever it fell below 2.9k. Under such market conditions, DAT company also has no significant opportunities. Continue to perform extreme value deduction by tracking mNAV. As of 12.29, the next coin accumulation progress update core assumption: This Monday, BMNR updated its coin accumulation progress, holding 4.06 million coins, with an increase of 98,000 last week, maintaining a high cash position of 1 billion...

BMNR extreme value derivation 12.23

Featured

An important data point is the ETH/BTC Ratio, which reflects the relationship between ETH and BTC. If one acknowledges ETH's niche in the on-chain traditional finance ecosystem, ETH will have a narrative independent of BTC. This ratio suddenly accelerated in May 2025, coinciding with the peak popularity of stablecoins, multiple companies announcing transitions to DAT, and institutions like Peter Thiel and ARK entering the market. Even after the crypto downturn post-October 10, this ratio remained within the 3%–4% range...

Destiny Tech100

Bio-Techne

Direxion Daily Googl Bear 1x Shares

Grayscale Ethereum Staking ETF

Grayscale Bitcoin Mini Trust ETF

Circle

C3.AI

ETH/BTC Ratio

MSCI will decide in mid-January whether to remove DAT represented by MSTR from the index. Now it has entered a critical game period. Last week, Strive, the asset management company owned by Vivik Ramaswamy (Vivik is a favorite of the Trump camp, and it was he and Elon who established Doge at the beginning of the year, but later withdrew), issued an open letter refuting MSCI. This week, MSTR also issued an open letter in response to MSCI. Regardless of the outcome, I think it is necessary to look at the logic and arguments of both sides...

Tesla

The debate on MSCI's removal of DAT

Proshares Big Data Refiners ETF(DAT.US)

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

Insight Guru: Akamai risks 34.39% downside in macro stress test analysis

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

New Era Energy & Digital Q1 2026 Earnings Call Transcript

Paycom Software Inc. Stock Outperforms Competitors On Strong Trading Day