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Microsoft launches XBOX Player Voice platform to collect player feedback

Microsoft holds a Virtual Training Day on creating agents in Copilot Studio

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

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

Kyndryl announces expansion of its cloud modernization solution to Microsoft Azure data center regions in Japan

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

Seeking Alpha Downgrades Apple to 'Hold' Citing High Valuation

DEVCORE Wins Pwn2Own Berlin Championship, Exploits Four Microsoft Core Products

Microsoft Releases May 2026 Security Update, Patching 139 Vulnerabilities

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

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

UBS Raises Broadcom Price Target to $490, Maintains Buy Rating

AMD to Present at Bank of America Global Technology Conference

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

Microsoft acknowledges and fixes performance issues with Teams in the Asia-Pacific region

Beijing to Meet with AMD CEO Lisa Su to Discuss AI Chip Cooperation

Microsoft 365 Suffers Several Service Degradations Affecting Copilot and Other Features

Microsoft AI CEO Predicts AI Will Take Over White-Collar Jobs Within 18 Months

AMD CEO Lisa Su to Attend Shanghai Developer Event and Deliver Keynote Speech on May 19

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LSEG, Broadcom Sign New Five-Year VMware Cloud Agreement

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London Stock Exchange Group (LSEG) and Broadcom Inc. have signed a new five-year agreement to enhance their technology partnership focused on VMware Cloud Foundation. Broadcom will provide VMware Cloud Foundation and professional services to support LSEG's private cloud infrastructure, extending a relationship that has lasted over a decade.

rttnews

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SambaNova and Intel have expanded their collaboration to develop a heterogeneous hardware solution that integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs. This architecture aims to enhance AI performance by optimizing hardware for specific tasks, resulting in improved quality and speed.

- SambaNova and Intel have expanded their partnership to develop a heterogeneous hardware solution for AI applications.  
- The system integrates GPUs, Intel Xeon 6 processors, and SambaNova RDUs, optimizing hardware for specific tasks.  
- This collaboration aims to enhance AI performance by improving both quality and speed.

Cloud Computing News

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SambaNova and Intel’s heterogeneous x86 AI architecture

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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.

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Dell AI Factory gets rack-scale infrastructure refresh

Zscaler (ZS) shares surged after B. Riley analyst Erik Suppiger upgraded the stock from Hold to Buy, citing strong demand and AI as an opportunity. Despite lowering the price target from $275 to $225, investor focus remained on the upgrade. Suppiger believes Zscaler's unique advantages will help it grow organic revenue close to 20% annually, even amid crowded competition. Analysts maintain a Strong Buy consensus on ZS stock, with an average price target of $225.70, indicating a 31.1% upside potential.

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Zscaler (ZS) Stock Jumps after 5-Star Analyst Says 'AI Is an Opportunity, Not a Threat'

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Apple is enhancing its AI Writing Tools in iOS 27 with a new grammar checker similar to Grammarly. The updated features include a revamped Siri chatbot, a 'Write With Siri' toggle, and a 'Help Me Write' option. Users can receive grammar suggestions while writing in various apps, with options to accept or reject changes. These updates will be revealed at Apple's WWDC keynote on June 8.

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Apple Expanding AI Writing Tools With Grammar Checker in iOS 27

Win Advisors Inc. increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 124.9% in Q4, owning 2,845 shares valued at $985,000. Other institutional investors also acquired new positions. Analysts have upgraded Broadcom's stock ratings, with target prices ranging from $480 to $545. The company reported $2.05 EPS, beating estimates, and declared a quarterly dividend of $0.65 per share. Broadcom's market cap is $2.01 trillion, with a 12-month high of $442.36.

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Broadcom Inc. $AVGO Shares Acquired by Win Advisors Inc.

Veeam has launched Intelligent ResOps, a new solution that enhances data recovery by unifying data context and recovery processes. This tool, part of the Veeam DataAI Command Platform, allows enterprises to respond faster and restore only impacted data, minimizing risk and downtime. It integrates with Microsoft 365 and provides actionable insights into data management, enabling precise recovery actions in the AI era. Veeam aims to transform resilience operations by connecting data, identity, and AI context for improved decision-making.

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ZAWYA: Veeam unveils intelligent ResOps for the agentic AI era, turning data context into faster, more precise recovery

Phononic has been recognized as a 'Progressive Company' in the Data Center Cooling market by MarketsandMarkets' 360Quadrants. The company announced an expansion of its portfolio with advanced cooling solutions for AI data centers, including the Phononic Thermal Fabric™ and Thermal Kits. These innovations aim to enhance energy efficiency, reduce thermal throttling, and extend device lifespan, ensuring optimal performance for modern AI workloads.

prnewswire

10:45 ETPhononic recognized as a 'Progressive Company' in MarketsandMarkets' latest 360Quadrants for the Data Center Cooling Market

Mercor pays over $2 million daily to contractors for AI model training, raising concerns about intrusive monitoring and unstable contracts affecting its 30,000 workers. The growth of AI is reshaping early career opportunities, leading to calls for more practical learning in education.

Mercor’s $2M daily payouts fuel AI labor debate

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DA Davidson has downgraded CoreWeave’s rating to Neutral, despite an average price target of $141.61, suggesting a 31.97% potential upside. Institutional ownership is increasing, with Nvidia raising its stake by nearly 49%, and a bullish sentiment is indicated by the put/call ratio. The market is focusing on AI infrastructure, large banks, and small-cap value stocks amid tightening credit conditions and shifts in corporate capex.

- DA Davidson has downgraded CoreWeave’s rating to Neutral, despite an average price target of $141.61, indicating a potential upside of 31.97%.  
- Institutional ownership has increased, with Nvidia raising its stake by nearly 49%, reflecting bullish investor sentiment as indicated by the put/call ratio.  
- The market is focusing on AI infrastructure, large banks, and small-cap value stocks amid tightening credit conditions and shifts in corporate capital expenditures.

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CoreWeave downgraded by DA Davidson despite bullish upside forecast

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Thrivent Financial for Lutherans reduced its stake in Adobe Inc. (NASDAQ: ADBE) by 6.7% in Q4, now holding 64,292 shares valued at approximately $22.51 million. Other institutional investors also adjusted their positions, with varying increases in stakes. Insider trading included sales by CAO Jillian Forusz and CFO Daniel Durn. Analyst ratings for Adobe show a mix of hold and buy recommendations, with a consensus price target of $338.15.

- Thrivent Financial for Lutherans reduced its stake in Adobe Inc. by 6.7%, selling 4,647 shares, resulting in ownership of 64,292 shares valued at $22,505,000.  
- Several institutional investors adjusted their positions, with notable increases from Beacon Financial Advisory LLC and MCF Advisors LLC during the third quarter.  
- Adobe reported a 12.0% year-over-year revenue growth, maintaining strong profitability, and announced a $25 billion share buyback program to repurchase up to 24.9% of its shares.

Adobe

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Thrivent Financial for Lutherans Has $22.51 Million Stake in Adobe Inc. $ADBE

OkOk @Dolphin Research

Microsoft (MSFT) is reportedly looking to expand its artificial intelligence investments beyond OpenAI, considering acquisitions of several AI startups, including Inception. This follows the end of its exclusive revenue-sharing agreement with OpenAI and a cap on payments to the startup at $38 billion. Microsoft has invested over $100 billion in OpenAI since its inception, holding a 27% stake as it transitioned to a for-profit model. The partnership has faced challenges, including OpenAI's pursuit of a $50 billion investment from Amazon.

- Microsoft's shares increased after a report revealed the company is seeking to expand its artificial intelligence investments beyond OpenAI.  
- The tech giant is considering acquiring several AI startups, including Inception, following the end of its exclusive revenue-sharing agreement with OpenAI.  
- Microsoft has invested over $100 billion into OpenAI since 2015 and recently capped its revenue-sharing payments to the startup at $38 billion amid ongoing challenges in their partnership.

ISHRS S&P Glb It(IXN.US)

LSEG, Broadcom Sign New Five-Year VMware Cloud Agreement

SambaNova and Intel’s heterogeneous x86 AI architecture

Dell AI Factory gets rack-scale infrastructure refresh

Zscaler (ZS) Stock Jumps after 5-Star Analyst Says 'AI Is an Opportunity, Not a Threat'

Apple Expanding AI Writing Tools With Grammar Checker in iOS 27