Magnificent Seven ETF - Roundhill

AWS Plans €7.8 Billion Investment to Expand European Sovereign Cloud, Driving Customer Migration and Ecosystem Partnerships

Nvidia Short Positions Hit Record as Michael Kramer Warns of Epic Squeeze Risk

Nvidia Credit Default Swap Costs Drop Ahead of Earnings on Optimism

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

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

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

Nvidia Invests $2 Billion in Marvell to Strengthen AI Networking

Amazon to Hold Prime Big Deal Days Fall Sale Event in October 2026

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

Google, Amazon, Meta, and Microsoft jointly launch a universal AI shopping cart protocol

InMed Pharmaceuticals

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

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

GOOGL

MSFT

AAPL

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.

Motley Fool

Alphabet

Microsoft

Micron Tech

Apple

Direxion Daily MU Bull 2X Shares

Invesco Semiconductors ETF

NVIDIA

Alphabet - C

Getty Images

NVIDIA Corporation

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

NVDA

IGPT

SOXL

SOXX

NVDX

NVDU

NVDL

NVDY

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.

VanEck Semiconductor ETF

Invesco AI and Next Gen Software ETF

Invesco PHLX Semiconductor ETF

Direxion Semicon Bull 3X

iShares Semiconductor ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

YieldMax NVDA Option Income Strategy ETF

XL2CSOPNVDA

XI2CSOPNVDA

Direxion Daily NVDA Bear 1X ETF

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

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Meta Platforms

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

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

Spdr Select Tech

Tesla

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

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.

Macys

Berkshire Hathaway

Delta Air Lines

Berkshire Hathaway B

Abel reshapes Berkshire portfolio with big Alphabet bet

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.

CNBC

Samsung Electronics 

Warby Parker

Snap

Alibaba

BABA-W

Essilor

Samsung Electronics Co., Ltd. Sponsored GDR

BABA-WR

Alibaba HK SDR 5to1

Google gives first glimpse of new AI glasses ahead of fall launch

Google announced new AI-powered audio glasses in partnership with Warby Parker and Gentle Monster at Google I/O. Designed to work with Android and iOS, these glasses allow users to issue verbal commands and interact with apps. They will be available later this year, marking Google's return to the smart glasses market after previous attempts like Google Glass.

- Google has announced a partnership with Warby Parker and Gentle Monster to produce a new line of AI-powered smart glasses, called "audio glasses."  
- These glasses, designed in collaboration with Samsung, will sync with Android and iOS devices to process verbal commands through Google's ecosystem of apps.  
- The devices are expected to be available later this year, marking Google's renewed interest in the smart glasses market.

Google takes a page out of Meta’s book, announces new audio-powered smart glasses

.IXIC

.DJI

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.

LB Select

NASDAQ Composite Index

Dow Jones Industrial Average

S&P 500

VG S&P 500

ProShares Ultra QQQ

GraniteShares 2x Short NVDA Daily ETF

First Trust NASDAQ-100 Equal Weighted

Invesco QQQ Trust

iShares Core S&P 500

Invesco Nasdaq 100 ETF

AXS 1.5X NVDA Bear Daily ETF

First Trust Index NextG ETF

SPDR S&P 500

SPDR Djia

Home Depot

Blackstone

Cisco

Boeing

FTSE Straits Times Index

SingTel

Venture

Target

Boeing Company

United Overseas Bank (UOB)

Singtel

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

DTCR

At Google I/O 2026, CEO Sundar Pichai announced several AI advancements, including the Gemini 3.5 AI models, enhancements for Search and Gmail, and updates on Project Aura smart glasses. The Gemini 3.5 Flash model is now the default for the Gemini app and AI Mode in Search, with the Pro version set to launch next month.

- Google's I/O 2026 keynote featured several AI-related announcements, including the new Gemini 3.5 AI models and updates on Project Aura smart glasses.  
- The launch of Gemini 3.5 Flash marks its introduction as the default model for the Gemini app and AI Mode in Search, with Gemini 3.5 Pro expected next month.  
- For those who missed the event, a comprehensive roundup of the announcements is available.

The Verge

Global X Data Center & Dgtl Infrs ETF

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Global X Internet

Proshares Big Data Refiners ETF

Franklin Exponential Data ETF

Global X Cloud Computing ETF

The 13 biggest announcements at Google I/O 2026

GGLS

At the 2026 Google I/O keynote, Google announced new AI information agents that allow users to create and manage multiple agents for continuous updates on topics of interest. These agents synthesize information, provide actionable insights, and operate 24/7, enhancing user experience beyond traditional search tools. They will be available this summer, initially for Google AI Pro and Ultra subscribers in the U.S. Additionally, Google introduced a redesigned search interface to support more conversational queries.

- At the 2026 Google I/O keynote, Google introduced new agentic capabilities in Search that allow users to create and manage AI agents for continuous updates on topics of interest.  
- These agents synthesize information from multiple sources, provide actionable insights, and help with tasks such as monitoring financial markets and tracking travel prices.  
- The feature will first be available to Google AI Pro and Ultra subscribers in the U.S. this summer, accompanied by a major redesign of Search to enhance user interaction.

Direxion Daily Googl Bear 1x Shares

How to use Google’s new information agents

The AAOI 2x Long ETF maintained its momentum alongside the sentiment in the AI optical module sector;MAGS rose 2.6%, with the Magnificent Seven tech stocks generally moving higher;The Circle 2x Long ETF was close to flat, as the stablecoin track lacked independent catalysts;QQQI provides option premium income;The Crown Holdings 2x Long ETF moved slightly.These strategy ETFs were on different narrative tracks today, generally following thematic fluctuations.

Circle

NEOS Nasdaq-100(R) High Income ETF

Applied Optoelectronics

$Magnificent Seven ETF - Roundhill(MAGS.US) a rung of the let it rides sold for excellent profit per share. I still own shares with a few different stopsSource: Sunrise Trader

$Magnificent Seven ETF - Roundhill(MAGS.US) back over all major ma's on the daily. No change to the stop at this time.Source: Sunrise Trader

$Tesla(TSLA.US) is not urgent tonight, let's see where it pulls back to. It was so wise to reduce my position to just the base position in US stocks yesterday and the day before.$NVIDIA(NVDA.US)$Magnificent Seven ETF - Roundhill(MAGS.US)$Invesco QQQ Trust(QQQ.US)

On Thursday, Roundhill Investments launched a new ETF tracking leading Chinese concept stocks, named Roundhill China Dragons ETF, $Roundhill China Dragons ETF(DRAG.US) aims to track an equally weighted basket of stocks composed of 5 to 10 of the largest and most innovative Chinese tech companies. At launch, it included nine mega-cap tech companies...

Roundhill China Magnificent Seven ETF

Tencent

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Meituan

MEITUAN

MEITUAN-WR

Meituan HK SDR 5to1

BYD Company

BYD COMPANY

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

Xiaomi Corporation

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

JD.com

JD-SWR

JD-SW

Baidu

BIDU-SWR

BIDU-SW

NetEase

NTES-S

The 'China Dragon' ETF is here! Nine Chinese tech giants VS seven US tech titans