Dan IVES Wedbush AI Revolution ETF

Hosking Partners Increases Stake in Alphabet to 525,640 Shares in Q4

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

Covestor Cuts Micron Stake by 74% as Other Institutions Increase Holdings and Raise Price Targets

Greenwoods Cuts TSMC Stake by 31.6% as Analysts Remain Optimistic

Citizens JMP gives Amazon Overweight rating, target price $315

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

Berbice Capital Management LLC Increases Stake in TSMC by 28.8%

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

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

AMD Readies New Ryzen 7 7700X3D Processor

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

AI Demand Surges, Wells Fargo and Citigroup Raise Broadcom Price Targets; $35B Financing Reported for Expansion

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

TSMC's advanced packaging process complexity increases, with institutions optimistic about the positive impact on the industry chain.

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

US Lawmaker Calls for Restrictions on AI Chip Exports to China, Citing National Security

Researchers Disclose Patched "Fabricked" Vulnerability in AMD EPYC Processors

InMed Pharmaceuticals

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

Amesite

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NextNRG

Meiwu Tech

Generation Income Properties

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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.

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Microsoft

Micron Tech

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NVIDIA

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NVIDIA Corporation

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

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Nvidia has received U.S. approval to sell H200 chips to 10 Chinese companies, but faces challenges due to China's strict oversight. The Chinese government is promoting domestic suppliers and potentially more favorable foreign partners like AMD, impacting Nvidia's market share in the $50 billion AI chip sector, which has declined due to export controls.

- Nvidia has received U.S. approval to sell H200 chips to 10 Chinese firms, but regulatory oversight from Beijing restricts their actual access.  
- Meanwhile, China is redirecting its AI demand towards domestic suppliers and more aligned foreign companies such as AMD.  
- The AI chip market in China, worth approximately $50 billion, has seen Nvidia's market share decline significantly due to export controls.

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Invesco AI and Next Gen Software ETF

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T-Rex 2X Inverse NVIDIA Daily Target ETF

Nvidia wins China chip nod but faces new roadblocks

GOOG

GOOW

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

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Meta Platforms

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

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Citi has raised its price target for Micron Technology, Inc. from USD425 to USD840, anticipating a 40% increase in DRAM prices in Q2 FY2027. The firm maintains a Buy rating, projecting continued DRAM price hikes and a 10% increase in FY2027 EPS forecast. Citi expects DRAM prices to rise 200% YoY in 2026 and HBM prices to increase due to tight supply, with manufacturers cautious about expanding capacity amid AI demand.

- Citi raised the target price for Micron Technology, Inc. from USD 425 to USD 840, projecting an 8x FY2027 P/E ratio.  
- The broker anticipates a 40% increase in DRAM prices in the fiscal second quarter and expects the DRAM upcycle to continue through 2027.  
- Citi forecasts DRAM average selling prices will rise 200% YoY in 2026, while noting tight supply in HBM and disciplined supply expansion from manufacturers.

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Citigroup

Samsung Electronics 

Applied Materials

Cisco

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Samsung Electronics Co., Ltd. Sponsored GDR

Citi Raises Micron Technology, Inc.  TP to USD840, Expects Further HBM Price Hikes Next Year

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.

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Tesla

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

Covestor Ltd reduced its stake in Micron Technology, Inc. (NASDAQ: MU) by 74% in Q4, selling 3,355 shares and holding 1,180 shares valued at $337,000. Other institutional investors, including AQR Capital and Vanguard Group, increased their stakes significantly. Citigroup and Mizuho raised their price targets for Micron, indicating positive market sentiment despite some concerns over semiconductor weakness and macroeconomic factors.

- Covestor Ltd reduced its stake in Micron Technology by 74.0% in Q4, holding 1,180 shares valued at $337,000 after selling 3,355 shares.  
- Institutional investors continue to adjust their positions, with AQR Capital Management increasing its stake by 411.9%, now owning shares worth $606.87 million, while Vanguard Group raised its stake by 1.9%.  
- Positive investor sentiment is noted as Citigroup raised its price target for Micron Technology significantly, indicating confidence in the company's prospects amid growing AI memory demand.

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Mizuho Financial

Mizuho Financial Group, Inc.

Covestor Ltd Sells 3,355 Shares of Micron Technology, Inc. $MU

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.

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Delta Air Lines

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Abel reshapes Berkshire portfolio with big Alphabet bet

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Mesirow Financial Investment Management Inc. reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 31.4% in Q4, owning 145,219 shares after selling 66,414 shares. The stock represents 1.0% of its portfolio, valued at $50.26 million. Other institutional investors also adjusted their positions. Insider sales included 10,000 shares by Charlie B. Kawwas and 1,000 shares by Gayla J. Delly. Analysts remain bullish on AVGO, with various price target adjustments reflecting confidence in its AI-driven growth.

Broadcom

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Broadcom Inc. $AVGO Stock Holdings Lowered by Mesirow Financial Investment Management Inc.

AMDL

GIGABYTE has launched the new B850 AORUS ELITE-P ICE motherboard edition, designed for anime fans and PC DIY communities. This edition features exclusive illustrations, enhanced performance technologies like X3D Turbo for AMD Ryzen™ 9000 processors, and EZ-DIY innovations for easier assembly. The B850 series will be showcased at COMPUTEX, with two aesthetic variants available.

- GIGABYTE has launched the B850 AORUS ELITE-P ICE motherboard edition, targeting anime fans and PC customization enthusiasts.  
- This new ATX version features exclusive Ari-inspired designs, X3D Turbo mode for enhanced gaming performance, and AI-driven technologies aimed at optimizing user experience.  
- The B850 Ari Editions will be showcased at GIGABYTE's booth during COMPUTEX, highlighting innovations that simplify PC building and performance tuning.

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22:44 ETGIGABYTE lanza nuevas ediciones B850 Ari para responder a la alta demanda de las comunidades de anime y de montaje de PC

At its annual I/O conference, Google unveiled its first audio smart glasses, set to launch later this year. Developed in partnership with Samsung and eyewear brands Gentle Monster and Warby Parker, the glasses will feature the Gemini assistant and are compatible with Android and iOS. They aim to provide information audibly rather than visually. This move comes as Google seeks to compete in the wearables market, where rivals like Meta have found success with their smart glasses.

- Google introduced its first audio smart glasses at the I/O conference on May 19, 2026, aiming to enter the wearables market dominated by rivals like Meta.  
- The glasses, developed in partnership with Samsung, Gentle Monster, and Warby Parker, will utilize the Gemini assistant and are expected to launch later this year.  
- This move highlights Google's strategy to leverage user data for enhancing AI models, although privacy terms regarding the glasses were not disclosed.

Dan IVES Wedbush AI Revolution ETF(IVES.US)