General America Investors

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

Google I/O 2026 Announces Cross-Device Continuation Feature 'Continue On' for Android 17

M&T Bank Corp Increases Amazon Stake by 5.9% to 2.12 Million Shares in Q4

Nippon Life and other institutions increase Amazon stake in Q4 amid tariff litigation risks

Citizens JMP gives Amazon Overweight rating, target price $315

NVIDIA Partners with Amazon to Advance GIDS Technology, Aiming to Disrupt AI Storage Architecture

Alphinity Increases Apple Stake by 105.7% in Q4 to $406M

Amazon to Hold Prime Big Deal Days Fall Sale Event in October 2026

Microsoft to Host Online Course Series on the Potential of Copilot and AI Agents

Microsoft to host a virtual training day on the fundamentals of the Azure cloud platform

SoftBank's Masayoshi Son is rumored to consider a $60 billion investment in OpenAI, potentially impacting Microsoft

Microsoft confirms an 8GB RAM version of the 2026 Surface Laptop

Microsoft, Meta and others collect employee work data to train AI

Microsoft proposes MOSAIC optical communication architecture, seen as a new direction for AI data centers

Google, Amazon, Meta, and Microsoft jointly launch a universal AI shopping cart protocol

Apple, Huawei, Xiaomi Cut High-End Phone Prices for 618

Microsoft to hold 'Days of Knowledge' event

Google Gemini: Gemini Spark to be rolled out to trusted testers this week

Disclosure reveals Donald Trump purchased Microsoft stock in Q1 2026

Google establishes AI partnership with Singapore government and increases investment

InMed Pharmaceuticals

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

Amesite

CN Energy

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

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

GOOGL

MSFT

AAPL

Micron Technology, currently valued at $784 billion, is poised for significant growth driven by the AI revolution and increasing demand for memory chips. With record revenues and profitability, analysts predict it could reach a $3 trillion market cap by 2030, assuming continued annual growth of 41%. Micron's strategic expansions in production facilities and its critical role in the semiconductor market position it well for future success.

- Micron Technology, currently with a market cap of $784 billion, is poised for significant growth due to the increasing demand for artificial intelligence (AI) and its key role in providing memory and storage chips.  
- The company's record revenue of $23.9 billion in Q2 fiscal 2026, representing a 196% year-over-year increase, highlights its strong financial performance and profitability, driven by surging demand and expanding margins.  
- If Micron achieves projected revenues of $420 billion by 2030, it could potentially reach a $3 trillion market cap, given Wall Street's expectations of 41% annual growth over the next five years.

Motley Fool

Alphabet

Microsoft

Micron Tech

Apple

Direxion Daily MU Bull 2X Shares

Invesco Semiconductors ETF

NVIDIA

Alphabet - C

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NVIDIA Corporation

1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Apple, and Microsoft in the $3 Trillion Club

IBUY

EBIZ

ONLN

TJX Companies, Inc. (NYSE: TJX) will announce its Q1 earnings on May 20, with analysts predicting earnings of $1.00 per share, up from 92 cents last year, and revenue of $14.01 billion. The company raised its dividend by 13% on March 30. The stock closed at $150.68, a 0.3% increase.

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Amplify Online Retail ETF

Global X E-commerce ETF

SPDR S&P Retail ETF

VanEck Retail ETF

ProShares Online Retail

JPMorgan Chase

Barclays

UBS Group AG

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Top Wall Street Forecasters Revamp TJX Expectations Ahead Of Q1 Earnings

NVDA

GOOG

AMZW

GOOW

AMZZ

Trump executed 94 trades in Magnificent Seven stocks worth $50M-$70M in Q1 2026, amid over 3,600 transactions. Concerns arise as some trades align with public endorsements or policies favoring these companies, prompting allegations of insider trading. The Trump camp denies any conflicts, asserting that trades are managed independently.

- In Q1 2026, Trump executed 94 trades in the Magnificent Seven stocks, amounting to $50M-$70M, as part of over 3,600 transactions.  
- Some trades aligned with public praise or policies favorable to those companies, raising concerns of potential insider trading from watchdogs.  
- The Trump camp has denied any conflicts of interest, asserting that the trades are managed independently.

Meta Platforms

Roundhill AMZN WeeklyPay ETF

Roundhill GOOGL WeeklyPay ETF

GraniteShares 2x Long AMZN Daily ETF

Amazon

Trump's $70M tech trades spark conflict-of-interest furor

GGLL

Google is enhancing YouTube's search with AI tools like 'Ask YouTube,' allowing users to pose complex queries and receive tailored responses. Additionally, the new Gemini Omni AI model will be integrated into YouTube Shorts, improving content creation and storytelling. YouTube is also expanding its likeness-detection tool to protect creators from deepfakes. Premium subscribers in the U.S. can access these features now.

- Google is transforming its search experience across platforms, including YouTube, with the introduction of AI tools like "Ask YouTube" for sophisticated queries.  
- YouTube will integrate the Gemini Omni AI model for enhanced video remixing and storytelling, alongside a new likeness-detection tool to protect creators from deepfakes.  
- The rollout of these features will be gradual, with premium subscribers in the U.S. gaining early access, while overall responses to AI integration in other platforms have been mixed.

TechCrunch

Direxion Daily GOOGL Bull 2X Shares

‘Ask YouTube’ brings AI-powered conversational search to video, adds Gemini Omni to Shorts

Singapore and Google have signed a National AI Partnership to enhance the deployment of artificial intelligence across public services, research, education, and enterprise innovation. This collaboration aims to support Singapore's National AI Strategy, focusing on health, life sciences, and accessibility initiatives. The partnership includes training for researchers, AI tools for education, and enterprise adoption projects, while also addressing AI governance and safety.

- Singapore and Google have signed a National AI Partnership to enhance AI deployment in public services, research, education, and innovation.  
- The collaboration focuses on health, educational tools, and workforce development, including workshops for researchers and AI features in Google Workspace for Education.  
- The partnership emphasizes AI governance and safety, aiming for responsible AI deployment while driving economic growth and public benefit.

TechNode

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Singapore expands AI push through new national partnership with Google

METU

METW

Investors are debating whether to buy Meta stock instead of Alphabet. The Motley Fool's Stock Advisor has identified 10 top stocks for investment, excluding Alphabet, which has historically underperformed compared to its recommendations. Notably, past recommendations like Netflix and Nvidia yielded significant returns. The report also highlights Alphabet and Meta as major capital spenders in 2026, while discussing the potential of AI in creating wealth.

GraniteShares 2x Long META Daily ETF

Direxion Daily Meta Bull 2x Shares

Roundhill META WeeklyPay ETF

Should investors buy Meta stock instead of Alphabet?

US stock futures remained steady as investors awaited Nvidia's earnings report, which may provide insights into AI demand. Other companies like TJX, Analog Devices, Lowe's, Target, and Intuit are also set to report earnings. On Tuesday, the S&P 500 and Nasdaq fell 0.67% and 0.84%, while the Dow declined 0.65%, marking a two-week low. Six of the 11 S&P sectors closed lower, driven by rising Treasury yields amid inflation concerns.

Trading Economics

Lowes

Analog Devices

Target

Intuit

VanEck Semiconductor ETF

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bear 1X ETF

GraniteShares 2x Short NVDA Daily ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

iShares Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

S&P 500

NASDAQ Composite Index

Dow Jones Industrial Average

US Futures Steady Ahead of Nvidia Earnings

SRVR

Google announced Wear OS 7 at Google I/O, introducing features like Live Updates for tracking deliveries and sports scores, similar to iPhone. The update will also allow users to monitor AI-driven automated tasks directly from their watches. Additionally, Wear OS will replace its Tiles with new 'Wear Widgets' for improved glanceable information.

- Google announced details about Wear OS 7 during the Google I/O event, its latest smartwatch platform update.  
- The update will introduce iPhone-style Live Updates for tracking deliveries and sports scores and allow users to manage automated tasks through AI on their watches.  
- Additionally, Wear OS is upgrading from Tiles to "Wear Widgets," providing a more Android-like widget experience.

The Verge

Pacer Data & Infrastructure Real Estate ETF

Franklin Exponential Data ETF

Global X Internet

Invesco S&P 500 Equal Weight Tech ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

First Trust Index NextG ETF

Proshares Big Data Refiners ETF

Global X Cloud Computing ETF

Wear OS 7 will keep track of deliveries and sports scores on your wrist

BRK.A

Berkshire Hathaway's CEO Abel has significantly reshaped the portfolio by closing or reducing 22 positions and increasing stakes in Alphabet, Delta Air Lines, and Macy's. Notably, Alphabet holdings were tripled to approximately $23 billion, becoming the fifth-largest position. Abel's strategy continues Buffett's legacy of investing in high-quality, moat-protected businesses.

- Abel made significant changes to Berkshire Hathaway's portfolio, closing or reducing 22 positions while initiating substantial stakes in Alphabet, Delta Air Lines, and Macy's.  
- The most notable increase was a tripling of holdings in Alphabet, raising its value to approximately $23 billion, which is now the fifth-largest position.  
- Abel's strategy continues Buffett's legacy by emphasizing investments in high-quality businesses with strong competitive advantages and focused capital allocation.

Macys

Berkshire Hathaway

Delta Air Lines

Berkshire Hathaway B

Abel reshapes Berkshire portfolio with big Alphabet bet

The Vergecast discusses highlights from Google I/O 2026, including a Gmail bot, DeepMind's singularity comments, and Google's new AI agents. The new service, Spark, and upgrades to the Antigravity platform were also featured, focusing on AI's practical applications.

- The Vergecast highlighted key moments from a recent keynote presentation, featuring discussions on AI advancements.  
- Notable topics included Google's new AI agents, the Spark service, and upgrades to the Antigravity platform aimed at enhancing user experience.  
- Senior AI Reporter Hayden Field joined the conversation to explore these emerging technologies and their potential impact.

We react to Google I/O 2026

General America Investors(GAM.US)

1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Apple, and Microsoft in the $3 Trillion Club

Top Wall Street Forecasters Revamp TJX Expectations Ahead Of Q1 Earnings

Trump's $70M tech trades spark conflict-of-interest furor

‘Ask YouTube’ brings AI-powered conversational search to video, adds Gemini Omni to Shorts

Singapore expands AI push through new national partnership with Google