Goldman Sachs Nasdaq-100 Core Premium Income ETF

India Regulators Find Groundwater Contamination Near Tata Apple Factory

Allianz Increases Apple Stake by 5,291 Shares in Q4, Becoming 7th Largest Holding Worth $165.8M

Wells Fargo Report: Qualcomm Likely to Deepen AWS AI Chip Cooperation and Accelerate Deployment

LinkedIn Launches Creator Trading Platform to Connect Brands and Creators

Microsoft Xbox Faces Massive Losses, New CEO Announces Mass Layoffs and Strategic Reset

NVIDIA Blackwell Ultra NVL72 Delivers 20x Higher Efficiency Than Hopper in AgentPerf Benchmark

Amazon's Project Kuiper LE-03 Mission Scheduled for Launch on June 17

Google Declines $2 Billion Quantum Funding Plan Due to R&D Timeline Conflicts

Microsoft stock falls for six consecutive days, marking longest slump since November 2025

AMD CEO Su in MIT Speech Emphasizes AI Cannot Replace Human Judgment and Responsibility

Singapore IMDA and Microsoft Sign AI Safety Cooperation Agreement

Citi Upgrades AMD to Buy, Raises Price Target to $575

Amazon Launches 2026 Cross-Border E-commerce White Paper: AI Reshapes Global Expansion and Five Key Trends

Anthropic, OpenAI, and Google Executives Confirm Attendance at French G7 Summit to Discuss AI

Top 5 Chinese Phone Makers Follow Apple, Plan to Launch 1:1 Square Front Camera in H2 Flagships

Google Adds $50 Million to Train Tech Workers, Meta Announces Similar Plan

Nvidia Denies Latin America Role in Chip Smuggling, Emphasizes Strict Order Checks

Google's Nuvem and Sol Submarine Cable Systems Successfully Land in Bermuda

Musk Announces Tesla FSD 14.3.4 Version Rollout Begins

Freecast

Cuprina

U-BX Tech

HORIZON SPACE ACQUISITION II CORP COM USD0.0001 30/03/2026(SUB/RIGHTS)

Defiance Pure Space Dly 2X Strat ETF

VS MEDIA

Everbright Digital

Park Ha Biological Tech

Friedman Industries

Defiance Daily Target 2X Short ASTS ETF

NVDA

NVDY

NVDS

NVDU

07388

Amidst the AI boom, investors are debating whether to chase 'next Nvidia' stocks like AMD or buy Nvidia itself. While AMD has outperformed YTD, Nvidia remains the dominant AI infrastructure provider with a historically low forward P/E of ~20.65 due to exploding earnings. The article argues that despite risks regarding AI monetization, Nvidia's holistic business strength and valuation disconnect suggest it is a better investment than seeking alternatives.

- AMD has increased by 138% year-to-date, while Nvidia has only gained 10%.  
- Despite AMD's rise, Nvidia continues to dominate the GPU market, particularly in hyperscaler AI infrastructure.  
- Nvidia's forward price-to-earnings ratio stands at approximately 21, reflecting strong earnings growth and suggesting potential value for investors.

NVIDIA

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AXS 1.5X NVDA Bear Daily ETF

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Direxion Daily NVDA Bull 2X Shares

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Direxion Daily AMD Bull 2X Shares

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NVIDIA Corporation

Should you look for the “next Nvidia” — or just buy the real thing?

AAPL

AAPX

AAPD

AAPB

AAPU

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AAPY

The author, previously dismissive of Apple's Siri and Intelligence features, is re-evaluating their stance after testing the new Siri AI in the macOS 27 Golden Gate developer beta for over 24 hours. While still in an early preview state with potential for improvement before release, the updated functionality has sparked renewed interest despite initial skepticism.

- The author expresses skepticism about Siri and Apple Intelligence, having disengaged from both for years.  
- However, the new Siri AI in macOS 27 Golden Gate has prompted a reconsideration, albeit in the early testing phase.  
- The early beta version shows potential for improvement before the official release later in the year.

The Verge

Apple

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My first 24 hours with Siri AI on the Mac

AMZN

AMZU

AMZZ

AMZW

AMZD

AMZO

AMZY

AZYY

AMZP

Amazon Just Made Its Graviton5 Processor Generally Available to Customers. What This Means for AMZN Stock.

Barchart Option

Amazon

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Amazon Just Made Its Graviton5 Processor Generally Available to Customers. What This Means for AMZN Stock.

Nvidia stock has only gained 8% this year, roughly in line with the S&P 500.

S&P 500

Nvidia stock just did something for the first time in more than 5 years. Here's what history says happens next.

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

VanEck Semiconductor ETF

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Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

ADBE

INTC

Tech stocks saw mixed performance with Apple's AI Siri refresh and Intel receiving a double upgrade from BofA driving gains, while Oracle and Adobe fell on earnings concerns. Notable events include SpaceX's historic IPO making Musk a trillionaire, Supermicro raising $7B for AI server components, and the US DoD listing Alibaba and Baidu as military-linked firms. Nvidia CEO Huang urged investors to view recent semiconductor selloffs as buying opportunities amid the AI revolution.

- This week, the tech sector was highlighted by SpaceX's significant IPO and Apple’s new AI strategy.  
- The Nasdaq Composite index increased by 0.3% on Friday, while the Technology Select Sector SPDR Fund experienced a 0.5% decline over the week.  
- Investors remain attentive to developments in earnings and technology strategies.

Adobe

Intel

Super Micro Computer

ALI HEALTH

Oracle

Space Exploration Tech

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NASDAQ Composite Index

Spdr Select Tech

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

Notable tech headlines for the week: Apple, Oracle, Intel in focus

MSFT

Why Wells Fargo Is Warning That Surging AI Token Costs Is a Death Knell for Hyperscaler Stocks Like Meta and Microsoft

Wells Fargo

Meta Platforms

Microsoft

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Why Wells Fargo Is Warning That Surging AI Token Costs Is a Death Knell for Hyperscaler Stocks Like Meta and Microsoft

GOOG

GOOGL

Apple is introducing native AI photo editing features in the iOS 27 developer beta, marking a significant shift for iPhone users. While these tools are considered more modest compared to competitors like Google Pixel, they represent a major advancement for the native Photos app. The article notes that the implementation has mixed results, with some features working well and others less effectively, though Apple may refine them before the public release.

- iPhone owners are experiencing the introduction of native AI photo editing features with iOS 27.  
- While these features are relatively modest compared to competitors like Google’s Pixel, they symbolize a significant advancement for the iPhone's native photo capabilities.  
- Currently available in the iOS 27 developer beta, these features may undergo changes before their public release.

Alphabet - C

Alphabet

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Apple’s new AI photo editing tools mostly work, for better and worse

The article discusses ETFs for gaining concentrated exposure to or avoiding the 'Magnificent Seven' tech giants. For those wanting more exposure than standard indices offer, the Roundhill Magnificent Seven ETF (MAGS) provides equal-weighted access to Microsoft, Apple, Alphabet, Amazon, Meta, Nvidia, and Tesla with a 0.30% expense ratio. Conversely, the Defiance Large Cap ex-MAG7 ETF (XMAG) excludes these seven stocks, offering broad large-cap exposure with reduced concentration risk, though it has lower liquidity and a 0.35% fee.

- MAGS offers investors equal-weight exposure to the "Magnificent Seven" stocks through a single ETF.  
- The fund aims to mitigate concentration risk by providing broad large-cap exposure without the dominance of the seven companies prevalent in major indexes.  
- This approach allows for a diversified investment strategy while still focusing on high-performing stocks.

Simplify Volt TSLA Revolution ETF

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Magnificent Seven ETF - Roundhill

If you hate (or love) the ‘Mag 7’ there is an ETF to profit

GS-C

GS-A

Westchester Capital Management Inc. increased its stake in Amazon.com (AMZN) by 5.9% in Q4, holding $9.58 million worth of shares. Other major investors like Norges Bank, Nuveen, and Goldman Sachs also adjusted their AMZN positions. Meanwhile, Amazon reported strong Q1 earnings, beating estimates with $2.78 EPS on $181.52 billion revenue. Analysts remain constructive on long-term fundamentals despite concerns over AI capital spending, with Stifel setting a $319 price target.

- Westchester Capital Management Inc. increased its Amazon.com stake by 5.9% in Q4, owning 41,495 shares valued at $9,578,000.  
- Notable investors like Norges Bank and Goldman Sachs also increased their holdings, reflecting strong interest among institutional investors.  
- Amazon reported Q1 earnings that surpassed estimates, highlighting a revenue growth of 16.6% year-over-year, despite concerns over high capital spending and market performance.

Market Beat

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

Goldman Sachs

InterDigital Comm

Stifel Financial

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STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

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STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Westchester Capital Management Inc. Has $9.58 Million Position in Amazon.com, Inc. $AMZN

Goldman Sachs Nasdaq-100 Core Premium Income ETF(GPIQ.US)

Should you look for the “next Nvidia” — or just buy the real thing?

My first 24 hours with Siri AI on the Mac

Amazon Just Made Its Graviton5 Processor Generally Available to Customers. What This Means for AMZN Stock.

Nvidia stock just did something for the first time in more than 5 years. Here's what history says happens next.

Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.

Notable tech headlines for the week: Apple, Oracle, Intel in focus

Why Wells Fargo Is Warning That Surging AI Token Costs Is a Death Knell for Hyperscaler Stocks Like Meta and Microsoft

Apple’s new AI photo editing tools mostly work, for better and worse

If you hate (or love) the ‘Mag 7’ there is an ETF to profit

Westchester Capital Management Inc. Has $9.58 Million Position in Amazon.com, Inc. $AMZN