Invesco AI and Next Gen Software ETF

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

Citi raises Micron Technology target price from $425 to $840

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

HSBC raises Nvidia target price from $295 to $325

RiverFront Increases Qualcomm Stake by 48.1% to 8,038 Shares, Qualcomm Announces $20B Buyback Plan

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

Intel states that PCs are evolving into an entry point for intelligent experiences

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

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

Intel CEO States 18A Process Yields Have Recovered Significantly, Drawing Increased External Customer Interest

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

AMD to Present at Bank of America Global Technology Conference

AMD Executive to Present at J.P. Morgan Technology Conference

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

GOOG

GOOGL

CLOU

GGLL

GOOW

CoreWeave's stock fell 3% in premarket trading following the announcement of a joint venture between Google and Blackstone to create a new cloud focused on tensor processing units. While Bernstein analyst Madison Rezaei noted that the deal isn't immediately problematic for CoreWeave, it signals increased competition that could pressure pricing and margins. Rezaei maintains an underperform rating on CoreWeave's stock, suggesting that the combined entity of Google and Blackstone may have advantages in cost of capital and long-term margin potential.

- A joint venture between Google and Blackstone aims to create a new cloud focused on tensor processing units, causing a dip in CoreWeave's stock.  
- The partnership will initially invest $5 billion to provide 500 megawatts of cloud capacity, increasing competition for neocloud companies like CoreWeave and potentially impacting their pricing and margins.  
- Bernstein analyst Madison Rezaei asserts that while the deal is not immediately threatening to CoreWeave, it suggests an intensifying competition in the market.

Dow Jones

Alphabet - C

Blackstone

Alphabet

Coreweave

T-REX 2X Long CRWV Daily Target ETF

Leverage Shares 2X Long CRWV Daily ETF

Direxion Daily Googl Bear 1x Shares

Global X Cloud Computing ETF

Direxion Daily GOOGL Bull 2X Shares

Roundhill GOOGL WeeklyPay ETF

Tradr 2X Long CRWV Daily ETF

Nebius

CoreWeave's stock falls as new Google cloud venture may signal more competition ahead

DRAM

Citi has raised its price target for Micron Technology (MU) from $425 to $840, anticipating a 40% increase in DRAM prices in Q2 following Samsung's 100% hike. The firm maintains a Buy rating, projecting DRAM ASPs to rise 200% YoY in 2026. Analysts noted tight HBM supply and expect further price increases in 2027. Despite this positive outlook, Micron's shares fell 1% premarket.

- Citi raised the price target on Micron Technology's stock to $840 from $425, anticipating an increase in Dynamic Random-Access Memory prices.  
- The firm maintained its Buy rating on Micron's shares, indicating confidence in the company's performance.  
- This adjustment reflects a belief that Micron's earnings per share will justify the higher valuation.

Micron Tech

Direxion Daily MU Bull 2X Shares

Roundhill Memory ETF

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Micron sees bullish views at Citi on expected DRAM price hike

NVDA

NVDL

SOXX

SOXL

NVDU

NVDX

NVDY

ESPO

Nvidia is currently the largest company in the world as measured by market cap.

NVIDIA

SPDR S&P Software

Spdr Select Tech

VanEck Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

iShares Semiconductor ETF

iShares Expanded Tech Software Sector ETF

Direxion Semicon Bull 3X

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

Wedbush ETFMG Video Game Tech ETF

VanEck Video Gaming and eSport ETF

Global X Video Games & Esports ETF

NVIDIA Corporation

Prediction: Nvidia stock will be worth this much by the end of 2028

XPEV

TSLA

TSLR

TSLL

China's shrinking workforce may drive a surge in humanoid robots, potentially offsetting 60% of the labor decline by 2035, according to Barclays. This shift could benefit companies like Nvidia (NVDA), Tesla (TSLA), and XPeng (XPEV), as automation becomes essential for maintaining factory output. Barclays emphasizes that this decade may belong to robotics in China, presenting investment opportunities in AI and robotic technologies.

- China's workforce is shrinking, expected to decline by 37 million by 2035, impacting the factory sector that constitutes a quarter of its economy.  
- Barclays estimates that humanoid robots could offset up to 60% of this labor shortage, projecting nearly 24 million robots in use by 2035, equating to about 4% of the labor force.  
- This demographic challenge is driving investment opportunities in robotics and automation, making them essential for maintaining China's production capacity amidst a declining workforce.

Tip Ranks

XPeng

Tesla

GraniteShares 2x Long TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

Barclays

XPENG-W

KraneShares Artfcl Intllgnc and Tech ETF

UBTECH ROBOTICS

China's Labor Crunch Could Spark a Robot Boom, Putting NVDA, TSLA, and XPEV in Focus

Google's annual developer conference, I/O 2026, is set to begin today at 10AM PT / 1PM ET. The keynote will feature updates on Gemini, Search, and various AI-integrated products. The event will be livestreamed on Google's YouTube channel and the Google I/O site, lasting approximately two hours.

- Google's annual developer conference, I/O, begins at 10 AM PT / 1 PM ET on May 19th, featuring updates on AI advancements across various products.  
- The keynote presentation will be livestreamed on Google's YouTube channel and the Google I/O site, lasting approximately two hours.  
- The event will also be covered by The Verge, providing additional insights about the announcements.

The Verge

Google I/O 2026: How to watch and what to expect

NVDA Earnings Bull Put Spread has a High Probability of Success

Barchart Option

NVDA Earnings Bull Put Spread has a High Probability of Success

Analysts predict Nvidia's Q1 revenue to reach $79B with an EPS of $1.78, driven by strong data center sales. The ongoing AI boom is significantly boosting Nvidia's GPU market dominance. Given its substantial influence, Nvidia's performance is likely to impact broader markets, representing 9% of the S&P 500's weight and contributing 20% to its year-to-date return.

- Analysts predict Nvidia's Q1 revenue will be approximately $79 billion, with an EPS of around $1.78, predominantly driven by data center sales.  
- Significant spending on AI infrastructure by major tech companies is enhancing Nvidia's leading position in GPUs and associated platforms.  
- Nvidia's strong performance may influence the wider markets, carrying a weight of 9% in the S&P 500 and contributing to 20% of its year-to-date return.

S&P 500

Nvidia earnings seen surging on AI-fueled data center demand

SNDK

Shares of SanDisk, Seagate, and Micron fell in pre-market trading as Seagate CEO Dave Mosley warned that AI-driven memory demand is outpacing production capacity growth. Despite efforts to inform clients about future products, the demand for memory chips significantly exceeds supply. Analysts predict a continued rally in chip stocks due to strong AI demand, with companies signing long-term agreements to stabilize revenue streams.

- Shares of SanDisk, Seagate, and Micron fell during pre-market trading due to concerns about meeting memory chip demand driven by AI expansion.  
- Seagate CEO Dave Mosley highlighted challenges in increasing production capacity and maintaining client predictability amid high demand.  
- Despite the current supply constraints, analysts predict a continued rally in chip stocks driven by strong AI demand and long-term agreements for revenue predictability.

benzinga_article

Seagate Tech

Sandisk

Invesco Semiconductors ETF

Direxion Daily MU Bear 1X Shares

SPDR S&P Semicon

First Trust Nasdaq Food & Semicon

JPMorgan Chase

Intel

Sandisk - WI

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

SanDisk, Seagate, Micron Decline In Tuesday Pre-Market: What's Going On?

MSFT

MSFU

MSFX

The Gemini app is increasingly pervasive, similar to Microsoft's Copilot, leading to user frustration. Initially subtle, its presence has grown rapidly across various Google applications, causing fatigue among users who feel overwhelmed by the constant integration of AI features.

- The author expresses frustration with the increasing presence of the Gemini app across various Google applications.  
- This phenomenon mirrors a similar annoyance experienced with Microsoft's Copilot shortcuts in Windows 11.  
- The author feels that the relentless integration of Gemini is becoming overwhelming and irritating.

Microsoft

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Gemini is in danger of going full Copilot

SOXS

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.

Invesco AI and Next Gen Software ETF(IGPT.US)

CoreWeave's stock falls as new Google cloud venture may signal more competition ahead

Micron sees bullish views at Citi on expected DRAM price hike

Prediction: Nvidia stock will be worth this much by the end of 2028

China's Labor Crunch Could Spark a Robot Boom, Putting NVDA, TSLA, and XPEV in Focus

Google I/O 2026: How to watch and what to expect

NVDA Earnings Bull Put Spread has a High Probability of Success

Nvidia earnings seen surging on AI-fueled data center demand

SanDisk, Seagate, Micron Decline In Tuesday Pre-Market: What's Going On?

Gemini is in danger of going full Copilot

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