Roundhill Humanoid Robotics ETF

Duan Yongping's H&H Majorly Increases Nvidia Stake and Expands into AI Infrastructure

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

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

On May 20, UBTECH Founder Zhou Jian Announces Launch of Consumer Humanoid Robot Brand UWORLD

Tesla Launches Emergency Hiring in China to Boost FSD, Awaiting 2026 Q3 Approval

Tesla has started taking orders for its Semi electric truck.

NVIDIA Announces New AI Research Lab in Singapore

Duan Yongping's investment firm H&H initiated a new position in Tesla in Q1

Andrej Karpathy Joins Anthropic to Leverage AI for Optimizing Large Model Pre-training

NVIDIA Releases Security Bulletin Disclosing Multiple High-Severity Vulnerabilities in Its GPU Drivers

OpenAI Launches 'Guaranteed Capacity' Product, Pioneering AI Compute Pre-lock Model

XPeng He Xiaopeng Announces XPeng GX Official Launch Tonight at 7:30 PM

NVIDIA Officially Delivers First Self-Developed Vera CPUs to Top AI Labs Including Anthropic and OpenAI

Nvidia Announces AI Research Lab in Singapore, Focusing on Embodied and Efficient AI

ByteDance Raises 2026 AI Capex to Over 200 Billion RMB, Qualcomm Launches Edge AI Platform to Boost Trillion-Yuan Market

NVIDIA GTC to Take Place in Taipei from June 1-4

Nvidia Drops for Three Days but Wall Street Raises Target Price to $300 Amid Strong AI Chip Demand

Tesla Plans 100GW Solar Panel Plant in Texas

NVIDIA and Google Cloud Announce Collaboration at I/O to Empower 100k Developers Building AI Apps

Tesla's energy business becomes a new profit engine, but Q1 energy storage deployment fell by 38% quarter-over-quarter

InMed Pharmaceuticals

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QCOM

On May 19, Eastern Time, Qualcomm options saw a total of 137184 contracts traded, with calls accounting for 63% and puts making up 36%.

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Qualcomm

Trending | QCOM Decreases 3% on Tuesday, Some Put options Soar 500%

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Nvidia CEO Jensen Huang stated that workers are more likely to lose jobs to those who can effectively use AI rather than to AI itself. During a panel discussion, he emphasized that AI can automate tasks but does not eliminate jobs. He encouraged workers to learn AI tools as adoption increases across industries. Huang also noted that AI has transformed fields like radiology, leading to more job opportunities rather than fewer. Rep. Ro Khanna highlighted the need for workers to have ownership and bargaining rights amid technological changes.

- Jensen Huang, CEO of Nvidia, stated that workers are more likely to be displaced by those skilled in using AI rather than by AI itself.  
- He emphasized that AI can automate tasks but does not necessarily eliminate jobs, as evidenced by the increasing use of AI in fields like radiology, which has led to more employment rather than less.  
- Huang encouraged workers to become proficient in AI tools as the technology becomes integral across various industries.

benzinga_article

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Most People Won't Lose Jobs To AI, Nvidia CEO Jensen Huang Says — But 'Will Lose Their Job To Somebody Who Uses AI'

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US OvernightThe S&P 500 fell 0.67% to 7,353.61, the Nasdaq dropped 0.84% to 25,870.71, and the Dow shed 322.24 points (-0.65%) to 49,363.88 — the S&P's third straight losing session. The 30-year Treasury yield briefly topped 5.19%, its highest level in nearly 19 years, while the 10-year hit 4.687%, the highest since January 2025. The bond selloff was the dominant force: rising long-end yields are repricing risk assets across the board, and no sector was spared.

- The S&P 500, Nasdaq, and Dow experienced declines amid a bond selloff and rising Treasury yields, with the S&P facing its third straight losing session.  
- Key earnings reports and investor sentiment surrounding Nvidia's upcoming results are critical, especially in light of increasing long-end yields impacting growth stocks.  
- Expectations are high for Nvidia to deliver robust earnings, as a disappointing report could exacerbate market losses, particularly in the tech sector.

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SG Morning Brief | Yields Hit 19-Year Highs, S&P Posts Third Straight Loss on Nvidia Eve

Nvidia anticipates record Q1 FY27 revenue of $78 billion, a 79% increase year-over-year, driven by AI datacenter demand. However, uncertainty surrounds sales in China due to U.S. approvals for H200 chip sales without deliveries, as Beijing promotes domestic alternatives. Analysts are divided on the outlook, with some optimistic about AI infrastructure growth and others cautioning against competition and geopolitical challenges.

- Nvidia projects Q1 FY27 revenue of $78 billion, representing a nearly 79% increase year over year, driven by strong demand in AI datacenters.  
- The U.S. has approved H200 chip sales to Chinese tech giants, but no deliveries have occurred due to China's focus on domestic alternatives.  
- Analysts are divided, with some predicting substantial growth from AI infrastructure expansion while others caution against competition in AI inference and geopolitical challenges.

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Nvidia eyes blockbuster earnings as China chip sales remain uncertain

.NDX

The Nasdaq index fell as tech stocks, particularly semiconductor and megacap shares, declined due to rising yields and inflation worries. The 10-year Treasury yield reached its highest level in over a year, influenced by oil price increases amid Middle East tensions. Investors are closely watching Nvidia's upcoming earnings for insights on the sustainability of AI demand and semiconductor valuations.

- The Nasdaq experienced losses, primarily due to sell-offs in semiconductor and large-cap shares amid rising yields and inflation concerns.  
- The 10-year Treasury yield reached its highest levels in over a year, influenced by oil price spikes related to Middle East tensions.  
- Investors are closely monitoring Nvidia's upcoming earnings to assess if AI demand can maintain high semiconductor valuations.

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NASDAQ slides as surging yields and oil rattle tech ahead of Nvidia earnings

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US stock index futures fell, led by weakness in semiconductor shares, raising concerns over inflation and corporate earnings. Dow futures dropped 65 points, with technology stocks under pressure. Oil prices eased but remained high amid Middle East tensions. Treasury yields pulled back after a recent rise. Investors are awaiting Nvidia's earnings and the Federal Reserve's minutes for insights on economic conditions.

- US stock index futures declined due to weakness in semiconductor shares and concerns over inflation, elevated bond yields, and corporate earnings outlook.  
- The S&P 500 futures fell 0.23%, while Nasdaq 100 contracts decreased by 0.46%, reflecting pressure on technology stocks.  
- Market sentiment remains fragile ahead of upcoming earnings reports from Nvidia and Walmart, along with the Federal Reserve's minutes, amid ongoing geopolitical tensions.

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Dow futures slip 65 points: 5 things to know before markets open

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RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 48.1% in Q4, owning 8,038 shares valued at $1.38 million. Other institutional investors also adjusted their positions. Qualcomm's stock opened at $203.64, with a market cap of $214.64 billion. The company reported $2.65 EPS, exceeding estimates, and announced a $20 billion share buyback program. A quarterly dividend of $0.92 will be paid on June 25, up from $0.89.

- RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated by 48.1% in Q4, owning 8,038 shares valued at $1,375,000.  
- Several institutional investors also modified their positions, with notable investments including Cloud Capital Management and Richardson Financial Services.  
- Qualcomm reported Q2 earnings with EPS of $2.65, surpassing estimates, and announced a dividend increase to $0.92 per share while planning a $20 billion share buyback.

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RiverFront Investment Group LLC Has $1.38 Million Stock Position in Qualcomm Incorporated $QCOM

Corning's Q1 2026 results highlight the growing importance of optical connectivity in AI infrastructure, with strong demand for optical fiber and a partnership with Nvidia. The company's stock has surged over 270% in the past year, reflecting its critical role in the AI ecosystem. Despite its high valuation, the bullish long-term outlook suggests that pullbacks may present selective buying opportunities.

- Corning Incorporated's Q1 2026 results highlight the growing significance of optical connectivity in the AI infrastructure alongside compute power.  
- The company has established strong partnerships, including with Nvidia, indicating its vital role in the AI ecosystem and the increasing demand for optical fiber.  
- While Corning's stock has risen over 270% recently, its high valuation prompts cautious investment, viewing any pullbacks as potential buying opportunities.

Tip Ranks

Corning

Who Knew Glass Was So Important to AI? Corning's (GLW) Q1 Report Made It Clear

TSLA

A jury has dismissed Elon Musk's lawsuit against OpenAI, ruling that his claims were time-barred. This verdict clears a significant legal hurdle for OpenAI's potential trillion-dollar IPO, although an appeal may still pose litigation risks. The ruling highlights the deteriorating relationship between Musk and OpenAI CEO Sam Altman, which has turned into a public dispute over AI control.

- The jurors unanimously ruled that Musk’s claims against OpenAI were time-barred, resulting in the dismissal of all allegations against its executives and Microsoft.  
- This ruling alleviates a significant legal hurdle for OpenAI's potential trillion-dollar IPO, although an appeal may still present some litigation risk.  
- The relationship between Musk and Altman has soured from former allies to adversaries amid a public and legal dispute over the future of advanced AI.

OpenAI

Microsoft

Jury rejects Musk’s OpenAI suit, clearing IPO path

DELL

At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

NVIDIA Blog

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NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

Roundhill Humanoid Robotics ETF(HUMN.US)

Trending | QCOM Decreases 3% on Tuesday, Some Put options Soar 500%

Most People Won't Lose Jobs To AI, Nvidia CEO Jensen Huang Says — But 'Will Lose Their Job To Somebody Who Uses AI'

SG Morning Brief | Yields Hit 19-Year Highs, S&P Posts Third Straight Loss on Nvidia Eve

Nvidia eyes blockbuster earnings as China chip sales remain uncertain

NASDAQ slides as surging yields and oil rattle tech ahead of Nvidia earnings