First Trust DJ Internet Fd

RiverFront Q4 Increases Netflix Stake by 944.1%, Holding $1.49 Million

Google Shifts Gemini Usage Limits to Compute-Based Quotas

Far EasTone Authorized by Amazon for Amazon Leo Low-Earth Orbit Satellite Services in Taiwan

Amazon May Launch Official Battery Replacement Service for Kindle to Comply with EU Requirements

DeepMind Founder Demis Hassabis Secretly Invests in Google Rival Anthropic

Google I/O 2026 developer conference keynote to take place, with major AI updates expected.

Meta Hosts First 'Bug Bounty Researcher Conference' in Taiwan, Increasing Investment in AI and Cybersecurity

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Cohesity Earns AWS Resilience Competency, Advancing Enterprise Cyber Recovery

Kantar BrandZ Top 100 Most Valuable Global Brands list released, with AI driving record growth for brands like Amazon

Amazon Announces Prime Day 2026 Will Take Place in June

State Officials Urge Tariff Refund Transparency, Sue Amazon Nike for Non-Refunds

Amazon Traffic Rises While Sellers Decline, Market Accelerates Concentration at Top Players Globally

Jefferies raises Amazon's price target to $320, citing a positive outlook for AWS growth

Multiple brokerage firms release research reports on Amazon with divergent ratings and price targets

Cathie Wood's ARK Fund Increases Stake in Amazon

Google and Blackstone reportedly plan to launch a new AI cloud company

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

Dentsu's Merkle and AWS jointly release a guide to help Chinese brands expand globally

SandboxAQ and Anthropic Collaborate to Integrate Scientific AI Models into Claude

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

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Meta Platforms Inc. is laying off 8,000 employees, about 10% of its workforce, starting May 20, despite reporting record profits of $56.31 billion in Q1 2026. The layoffs are part of a strategy to redirect funds towards AI investments, with capital expenditure forecasted between $125 billion and $145 billion. While analysts maintain positive price targets, internal morale is low, and compensation disparities are growing. More layoffs are anticipated in the latter half of 2026 as Meta adjusts to its new operational strategy.

- Meta Platforms Inc. is laying off about 8,000 employees and canceling 6,000 open positions, despite posting record profits in early 2026.  
- The cuts are part of a strategic shift to redirect funds towards AI initiatives, reflecting the company's focus on operational efficiency rather than financial distress.  
- Internal morale is reportedly low, which could impact talent retention, while analysts maintain a bullish outlook with significant price targets despite the stock's underperformance.

benzinga_article

Meta Platforms

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Meta's 8,000 Job Cuts To Foot The $145B AI Bill

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President Trump disclosed significant investments in tech stocks during Q1 2026, including shares of Amazon, Meta, Oracle, and Nvidia, totaling between $220 million and $750 million. His transactions included over 3,700 trades, with notable purchases and sales in the tech sector. The White House stated that Trump's assets are managed by a trust, asserting no conflicts of interest.

- President Donald Trump reported thousands of financial transactions valued between $220 million and $750 million during the first quarter of 2026, focusing heavily on tech stocks.  
- Key transactions included significant buys and sells of companies like Nvidia, Microsoft, and Amazon, with several overlapping news events potentially influencing stock prices.  
- The White House stated that Trump's assets are managed by a trust run by his children, insisting there are no conflicts of interest despite the requirement for transaction disclosure.

CNBC

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Trump went big on tech stocks in first quarter of 2026, new filings show

Tian Yuandong, a former Meta researcher, co-founded Recursive Superintelligence, a start-up focused on self-improving AI systems, raising over US$650 million at a US$4.65 billion valuation. The company aims to automate AI development, a key goal in the industry. With offices in San Francisco and London, it has around 25 employees and is backed by major investors like Nvidia and AMD. Experts warn of the risks associated with such powerful technology, emphasizing the need for safety and alignment with human values.

- A former Meta researcher co-founded Recursive Superintelligence, focusing on self-improving AI systems and raising over US$650 million at a US$4.65 billion valuation.  
- The startup aims to automate AI research and development, a process viewed as the holy grail of AI innovation, potentially allowing rapid advancements compared to competitors.  
- Concerns exist regarding the risks of such AI systems, with experts warning about potential loss of human control and significant economic and social impacts.

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Alphabet

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KNOWLEDGE ATLAS

Ex-Meta Chinese star joins race for self-improving AI with US$4.6b start-up

DTCR

Graphon AI has launched with $8.3 million in seed funding to develop a pre-model intelligence layer that enhances AI models' ability to reason over complex multimodal data. Led by Arvind Gupta of Novera Ventures, the funding round includes participation from several notable investors. Graphon aims to improve the connection between raw enterprise data and AI models, making them more efficient and capable. Early customers include GS Group, which has utilized Graphon's technology for various applications, including enterprise content management and industrial intelligence.

- Graphon AI has launched with $8.3 million in seed funding to create a relational representation layer for AI systems that captures real-world connections across multimodal data.  
- The funding round was led by Arvind Gupta of Novera Ventures, with notable participation from various investment firms, and early customers include the GS Group from South Korea.  
- Graphon's technology allows AI models to reason over vast datasets more effectively, enhancing their capabilities without increasing model size, and aims to transform enterprise AI applications.

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Samsung Electronics Co., Ltd. Sponsored GDR

Former Amazon, Meta Scientists Unveil Graphon AI, the First Pre-Model Intelligence Layer, with $8.3M in Seed Funding

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TSLA

Tech earnings have surged, with Q1 earnings growing over 50% year-over-year, while the forward P/E ratio has decreased to 23.6 from over 30 last year. However, top tech companies now represent over 40% of U.S. investable assets, a concentration level reminiscent of the 2000 bubble. The performance of the Magnificent Seven, which fell 40% in 2022 compared to the S&P's 18%, highlights the importance of diversification in investment portfolios.

- Tech's forward price-to-earnings ratio has decreased to 23.6 from over 30 last year, despite more than 50% growth in Q1 earnings year-over-year.  
- Major tech companies now account for over 40% of U.S. investable assets, a concentration not observed since the 2000 bubble.  
- The significant decline of the Magnificent Seven by 40% in 2022, compared to the S&P’s 18%, highlights the importance of portfolio diversification.

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S&P 500

Tech earnings surge as concentration risk nears 2000 levels

Meta's stock fell 1.76% to $598.92, underperforming the market. The company faces a lawsuit from Santa Clara County over $7 billion in scam ads, seeking penalties and operational changes. Additionally, Meta plans to cut 8,000 jobs to manage $125–145 billion in AI spending, reflecting a shift towards automation in the industry.

- Meta shares declined 1.76% to $598.92, underperforming the market due to technical resistance and sector issues.  
- The company faces a lawsuit from Santa Clara County over alleged profits from scam ads totaling $7 billion annually, seeking penalties and changes in operations.  
- Additionally, Meta plans to reduce its workforce by 8,000 jobs to manage $125–145 billion in AI spending, reflecting a trend towards automation in the industry.

Meta stock dips as $7B scam ad lawsuit and AI cuts loom

Meta Platforms' stock has experienced significant volatility following its Q1 2026 earnings report, with shares dropping 8.6% despite a 33% year-over-year revenue growth. Analysts have adjusted their price targets, with an average target of $815, indicating over 35% upside potential. Most analysts maintain a Buy or Overweight rating, reflecting continued optimism despite recent price fluctuations. The range of price targets varies widely, from $725 to $1,015, suggesting strong future growth potential as Meta's new AI model, Muse Spark, is expected to enhance its market position.

- Meta Platforms has experienced significant volatility in its stock price following earnings reports, with fluctuations between large gains and losses over the past year.  
- Despite reporting strong year-over-year revenue growth and positive analyst forecasts for future upside, the stock fell after its latest earnings due to increased capital expenditure guidance.  
- Analysts continue to maintain a bullish outlook, with most ratings at Buy or Overweight, indicating a potential for strong gains in the long term, despite recent market reactions.

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Meta Platforms’ Wild Post-Earnings Swings: Where Analyst Price Targets Stand Now

GOOG

Wall Street is concerned about the capital expenditure (capex) of major hyperscalers like Amazon, Microsoft, Alphabet, and Meta, which is projected to rise from $200B in 2024 to nearly $700B. Despite falling free cash flow, these companies continue to invest heavily, reminiscent of AT&T's resilience during the Great Depression. While historical patterns suggest that infrastructure spending may persist even in downturns, the current financial landscape is more precarious, with hyperscalers facing competitive pressures and thinner financial cushions. The imperative to invest remains strong, as cutting capex could jeopardize their market position.

- Wall Street is becoming apprehensive about the capital expenditures of the largest hyperscalers.  
- The four major companies—Amazon, Microsoft, Alphabet, and Meta—spent just over $200 billion in capital expenditures in 2024, with projections nearing $700 billion in 2026.  
- Their combined free cash flow has decreased to approximately $200 billion.

AT & T

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Ma Bell's history hints that AI could be recession-proof

Aries Wealth Management increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 9.7% in Q4, owning 10,496 shares valued at $6.93 million. Other institutional investors also raised their holdings, with 79.91% of the stock owned by institutions. Analysts remain bullish on Meta, citing strong Q1 results and AI developments, despite concerns over employee dissatisfaction and high capital expenditures. META stock opened at $609.63, with a market cap of $1.54 trillion and a P/E ratio of 22.16. The company reported $10.44 EPS, exceeding estimates, with revenue up 33.1% year-over-year.

- Aries Wealth Management increased its stake in Meta Platforms, Inc. by 9.7% in Q4, owning 10,496 shares worth approximately $6.93 million.  
- Other institutional investors also raised their holdings, with notable increases from First National Bank Sioux Falls and Carrera Capital Advisors.  
- Meta Platforms reported strong Q1 results, beating earnings expectations, yet faces investor concerns over high capital expenditures and internal employee dissatisfaction.

Aries Wealth Management Increases Stake in Meta Platforms, Inc. $META

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‘Every Company Is an AI Company Today,’ Billionaire Bill Ackman Says. Here’s What’s Driving Pershing Square’s Big Bet on Meta Platforms.

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