iShares US Digital Infrastructure and Real Estate ETF

Vodafone completes trial with Nokia to enhance IoT services using AWS cloud

CoreWeave to Participate in the J.P. Morgan Global Technology, Media and Communications Conference

Nvidia Significantly Increased Its Stake in AI Cloud Provider CoreWeave (CRWV) in Q1

CoreWeave executive plans to sell stock worth approximately $32.19 million

FactSet Latest Survey: CoreWeave's Median Price Target Lowered to $140

CICC Raises Cisco Systems Price Target to $125, Maintains Outperform Rating

DA Davidson downgrades CoreWeave to Neutral with a $100 price target

CoreWeave Closes $3.1 Billion Loan Facility to Expand AI Infrastructure

Fund Update: Situational Awareness LP Discloses Addition of Nearly 1.08 Million CoreWeave Shares

Truist Financial Corp Sells 32.4% of its Stake in CoreWeave in Q4

Littlejohn Financial Services Discloses New $1.07 Million Position in CoreWeave (CRWV)

Institutions Increase Cisco Holdings, Cisco Plans to Cut 4,000 Jobs to Focus on AI

CoreWeave (CRWV) revenue surges 112% YoY, but stock tumbles on light guidance

CoreWeave CAO Jeff Baker Sells 42,515 Shares for $4.85 Million

NVIDIA Increases Stake in Coreweave to 47.2 Million Shares, Holding Reaches 94.5%

FCC Adds Partial Antenna Products of Nokia and ELEVON to List

Binance Futures to Launch Perpetual Contract Tied to CoreWeave (CRWV) Stock Price

Goldman Sachs Raises Cisco Price Target to $116, Maintains Neutral Rating

Deutsche Bank Analyst Maintains Buy Rating on Nokia, Sets Target Price at €13.50

Citi Raises Cisco Target Price to $112: Earnings Beat and Surge in AI Order Forecasts

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

Pinned News

置顶新闻

BOX (BOX) Expected to Announce Earnings on Tuesday

IDGT

CLOU

DTCR

BOX (NYSE:BOX) is set to announce its Q1 2027 earnings on May 26, with analysts expecting earnings of $0.36 per share and revenue of $304.39 million. The company recently approved a $500 million stock repurchase program. BOX shares opened at $25.83, with a market cap of $3.58 billion. Analysts have mixed ratings on the stock, with an average target price of $35.57. Insider sales have occurred recently, with significant shares sold by the Director and CFO.

Market Beat

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

Smartsheet

UBS Group AG

Citigroup

Canadian Imperial Bank Comm

Toronto Dominion Bank

CITIGROUP INC 6.250 NON CUM SER II PFD WI

SRVR

The rise of AI is reshaping the American Dream, favoring blue-collar workers over college graduates. Companies like AT&T are struggling to find skilled labor for essential roles, as AI-driven hiring slowdowns impact entry-level positions for graduates. This shift highlights a potential crisis for new degree holders, as the promise of upward mobility through college is challenged. Major investments in infrastructure are expected to create blue-collar jobs, but the sustainability of this trend remains uncertain.

CNBC

AT & T

VGtelecomm

SPDR S&P Telecom

iShares US Telecommunications

Comm Servcies Select Sector SPDR

ISHRS S&P Glb Telco

Pacer Data & Infrastructure Real Estate ETF

Ford Motor

NVIDIA

Oracle

OpenAI

AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T Pref Share TBB 5.35 11/01/2066

AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

NVIDIA Corporation

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

The AI economy is rewriting the American Dream — and blue-collar workers are poised to win

XDAT

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

Proshares Big Data Refiners ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

Spdr Select Tech

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Franklin Exponential Data 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

XLRE

Zillow Group executives recently sold significant amounts of Class C shares, with Chief People Officer Dan Spaulding selling 2,056 shares for $77,970 and CFO Jeremy Hofmann selling 3,671 shares for $139,242. Despite a flat housing market, Zillow reported strong Q1 earnings with double-digit revenue growth and improved cash flow. Analysts maintain a Neutral rating on Z stock, citing strong fundamentals but cautioning against high valuation risks. Year-to-date, Z stock is down 44.80%, with a current market cap of $8.63B.

Tip Ranks

Zillow

Zillow-C

Vanguard Real Estate ETF

Real Est Select Spdr

iShares US Real Estate ETF

Zillow Execs Make Bold Moves With Fresh Insider Stock Sales

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.

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

HIVE

HIVE Stock Soars on New Plans for AI Infrastructure Campus

Barchart Option

HIVE Digital Tech

HIVE Stock Soars on New Plans for AI Infrastructure Campus

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

iShares Semiconductor ETF

Direxion Semicon Bull 3X

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

SPDR S&P Semicon

VanEck Semiconductor 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

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long DELL Daily ETF

ServiceNow

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.

Genpact

Gopro

Mizuho Financial

Mizuho Financial Group, Inc.

ROYAL BANK OF CANADA

Goldman Sachs

GS Hldg R

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

The great minds at the top. How can we even begin to think like they do? Very smart, very gifted.

Microsoft

YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily MSFT Bear 1x Shares

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MSFT Bull 2X Shares

Kurv Yield Premium Strategy Microsoft MSFT ETF

Microsoft has partnered with SpaceX's Starlink to enhance global internet connectivity, particularly in Kenya, where they aim to connect 450 community hubs. This collaboration is expected to increase demand for Starlink, which has contracts with the Defense Department and NASA. The partnership reflects Microsoft's ongoing efforts to integrate technology and expand internet access, having already reached over 299 million people since 2022. Elon Musk's involvement in this initiative comes amid his legal disputes with OpenAI, which he co-founded.

- Microsoft announced a collaboration with SpaceX's Starlink to enhance global internet connectivity, aiming to connect 450 community hubs in Kenya.  
- This move reflects Microsoft's strategy to integrate low-Earth orbit satellite technology into its operations, coinciding with Elon Musk's ongoing legal battle against OpenAI regarding substantial financial claims.  
- Microsoft's previous efforts had successfully expanded internet access to over 299 million people, demonstrating its commitment to technology-driven connectivity initiatives.

Microsoft and SpaceX's Starlink partner on global community internet effort

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.

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

iShares US Digital Infrastructure and Real Estate ETF(IDGT.US)

BOX (BOX) Expected to Announce Earnings on Tuesday

The AI economy is rewriting the American Dream — and blue-collar workers are poised to win

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

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

Zillow Execs Make Bold Moves With Fresh Insider Stock Sales