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

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

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

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Intel and Qualcomm are rumored to be interested in acquiring AI chip startup Tenstorrent

Intel CEO Tan Announces Foundry Business Momentum to Compete with TSMC

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Citigroup raises Intel's target stock price from $95 to $130.

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Benchmark Raises Intel Price Target to $140

North Dakota State Investment Board Invests $5.53 Million in Intel Corporation

Intel and Apple reportedly reach a preliminary chip foundry agreement

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

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置顶新闻

RiverFront Investment Group LLC Has $1.38 Million Stock Position in Qualcomm Incorporated $QCOM

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RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 48.1% in Q4, owning 8,038 shares valued at $1.38 million. Other institutional investors also adjusted their positions. Qualcomm's stock opened at $203.64, with a market cap of $214.64 billion. The company reported $2.65 EPS, exceeding estimates, and announced a $20 billion share buyback program. A quarterly dividend of $0.92 will be paid on June 25, up from $0.89.

- RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated by 48.1% in Q4, owning 8,038 shares valued at $1,375,000.  
- Several institutional investors also modified their positions, with notable investments including Cloud Capital Management and Richardson Financial Services.  
- Qualcomm reported Q2 earnings with EPS of $2.65, surpassing estimates, and announced a dividend increase to $0.92 per share while planning a $20 billion share buyback.

Market Beat

Qualcomm

Invesco Semiconductors ETF

SPDR S&P Semicon

iShares Semiconductor ETF

Direxion Semicon Bull 3X

VanEck Semiconductor ETF

Direxion Daily QCOM Bull 2X Shares

GraniteShares 2x Long QCOM Daily ETF

First Trust Nasdaq Food & Semicon

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Vodafone has successfully completed a trial with Nokia using AWS cloud to enhance its IoT services. The trial involved deploying Nokia’s mobile data and voice core on AWS in Frankfurt, integrated with Vodafone's data centers across Europe. The next phase will prioritize security and sovereignty ahead of commercial trials later this year. Vodafone's IoT platform boasts over 240 million connections globally, indicating the cloud's potential to scale capacity and automation.

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Global X Internet

Global X Cloud Computing ETF

iShares US Telecommunications

Vodafone Group Plc

Vodafone, Nokia trial AWS cloud to scale managed IoT services

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Apple shares hit a record high, surpassing $300, driven by strong quarterly results and positive investor sentiment. Evercore ISI raised its price target to $365, citing growth in services revenue and AI potential. Tim Cook's visit to China aims to alleviate trade tensions, while the company faces increased antitrust scrutiny in India.

AppTech

iShares Expanded Tech Software Sector ETF

Direxion Daily AAPL Bear 1x Shares

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bull 2X Shares

SPDR S&P Software

Comm Servcies Select Sector SPDR

Invesco S&P 500 Equal Weight Tech ETF

T-Rex 2X Long Apple Daily Target ETF

Apple

Evercore

Apple hits record high as bullish forecast, diplomacy, and legal order align

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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.

TechTarget News

Dell Tech

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GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

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iShares US Digital Infrastructure and Real Estate ETF

Spdr Select Tech

Proshares Big Data Refiners ETF

Direxion Daily NVDA Bull 2X Shares

Invesco S&P Small Cap Info Tech

Invesco PHLX Semiconductor ETF

Pacer Data & Infrastructure Real Estate ETF

GraniteShares 2x Long DELL Daily ETF

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Dell AI Factory gets rack-scale infrastructure refresh

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Google is set to define the 'agentic AI era' at its upcoming I/O conference, emphasizing the importance of companies that apply AI technology rather than just those that build it. Historical trends suggest that the greatest returns will come from 'Appliers'—companies that effectively utilize AI for profit—rather than the 'Builders' like Google and Microsoft. As the market rewards leaders in autonomous AI systems, identifying strong Applier stocks could be key for investors.

- Google is positioning itself to lead in the agentic AI era as announced at the I/O conference, emphasizing the capabilities of its new technologies.  
- However, history suggests that the true beneficiaries will be "Appliers," companies using AI effectively rather than those creating the technology.  
- As investment trends shift away from hype and toward companies demonstrating effective execution, identifying promising Applier stocks becomes crucial for future gains.

InvestorPlace

Alphabet - C

Alphabet

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GraniteShares 2x Long MSFT Daily ETF

T-Rex 2X Long Microsoft Daily Target ETF

Direxion Daily Googl Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

Direxion Daily GOOGL Bull 2X Shares

Microsoft

Procter & Gamble

Google May Define Agentic AI… but These Stocks Will Make Investors Richer

Alphabet shares have rallied in 2026, fueled in part by the Google parent’s artificial-intelligence ambitions.

Alphabet stock nears $5 trillion market cap. What’s driving the rally?

Sonic Fiber Internet has been announced as the Official Internet Provider for the Oakland Ballers' 2026 season, enhancing game-day operations at Raimondi Park. The partnership will support critical functions such as ticketing, vendor transactions, and free Friday night livestreams on YouTube. Sonic's high-speed fiber network will ensure reliable connectivity for journalists, players, and fans, emphasizing the importance of strong upload and download performance in a live event environment.

prnewswire

11:01 ETSonic Fiber Internet to Power Raimondi Park for Oakland Ballers' 2026 Season

Oppenheimer Asset Management sees a positive outlook for mega-cap technology stocks, particularly the Magnificent Seven, despite the Dow's struggles. The firm notes improving technical momentum among these stocks, suggesting continued investor interest in growth equities. Oppenheimer plans to adjust its portfolio by reallocating capital towards less extended Magnificent Seven names like Apple, Nvidia, Alphabet, and Amazon, while trimming oversized positions. Year-to-date performances show significant gains for these companies.

- Oppenheimer Asset Management suggests that the outlook for mega-cap technology stocks, particularly within the Magnificent Seven, remains positive despite the Dow Jones Industrial Average's continued weakness.  
- The firm highlights that several major companies in this group are demonstrating improving technical momentum.  
- This positive sentiment indicates a potentially favorable environment for these technology stocks moving forward.

Roundhill AMZN WeeklyPay ETF

GraniteShares 2x Long AMZN Daily ETF

Direxion Daily AMZN Bull 2X Shares

Dow Jones Industrial Average

Oppenheimer

Magnificent Seven poised for technical breakout despite Dow struggles, Oppenheimer says

CRNT

Ceragon Networks Ltd. (CRNT) will announce its Q1'26 results on May 19, with revenue estimated at 80.36 million USD and EPS expected at 0.01 USD. The earnings report will be disclosed after market close at 7:00 AM ET. Previous quarters showed varying revenue and EPS surprises.

TradingView

Ceragon Networks

CRNT Q1'26 Earnings: EPS estimate is 0.01 USD

MSFT

benzinga_article

Meta Platforms

Amazon

Direxion Daily Meta Bull 2x Shares

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bear 1X ETF

Proshares UltraPro QQQ

GraniteShares 2x Long META Daily ETF

YieldMax NVDA Option Income Strategy ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Goldman Sachs

NASDAQ Composite Index

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AI Stocks Are Becoming Wall Street's New Defensive Trade As Inflation Fears Rise, Goldman Says

ALLT

Allot Ltd. (NASDAQ: ALLT) announced that CEO Eyal Harari will present at TD Cowen’s 54th Annual Technology, Media & Telecom Conference on May 27-28, 2026, in New York. Harari's fireside chat is scheduled for May 28 at 9:05 AM ET and will be webcast live. Management will also hold one-on-one meetings with institutional investors during the conference.

StockTitan

Allot Comm

Allot to Present at TD Cowen’s 54th Annual Technology, Media & Telecom Conference on May 27-28, 2026 | ALLT Stock News

Oh no, another time Anthropic announcement hammers software stocks. More will come.

Global X Robotics & Artificial

iShares Future AI & Tech ETF

Ark Innovation ETF

- Wall Street's main indexes were subdued as investors evaluated Anthropic's introduction of new AI tools for various business applications.  
- Anthropic presented 10 methods for businesses to integrate its technology, following recent announcements that led to a selloff in traditional software stocks.  
- As of 09:31 a.m. ET, the Dow Jones Industrial Average fell 7.93 points, the S&P 500 decreased by 4.18 points, while the Nasdaq Composite rose by 2.66 points.

Reuters

US STOCKS SNAPSHOT-Wall St muted after Anthropic announces new AI tools

It is scary. The scale of the borrowing...What if their bets don't pan out?

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.

CNBC

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

First Trust Index NextG ETF(NXTG.US)

RiverFront Investment Group LLC Has $1.38 Million Stock Position in Qualcomm Incorporated $QCOM

Vodafone, Nokia trial AWS cloud to scale managed IoT services

Apple hits record high as bullish forecast, diplomacy, and legal order align

Dell AI Factory gets rack-scale infrastructure refresh

Google May Define Agentic AI… but These Stocks Will Make Investors Richer