FT Nasdq AI & Robotics

Marvell Tech to Release FY2027 Q1 Earnings on May 27 After-Market EST, Forecast Revenue USD 2.399 B, EPS USD 0.3243

AMD Adopts Dual-Track CCD Strategy for Venice Processor, Zen 6 High-Density Version Enters Production

Synopsys to Release FY2026 Q2 Earnings on May 27 After-Market EST, Forecast Revenue USD 2.25 B, EPS USD 0.3306

AMD to Participate in Supercomputing 2026 (SC26)

Cloudflare CAO Janel Riley Sells Shares and Exercises Options

Cisco Releases Q3 FY2026 Earnings: Revenue of $15.8B Beats Expectations

AMD CTO Mark Papermaster Sells 6,000 Shares for $2.6 Million on May 15

AMD's stock declines after CEO Lisa Su meets with high-level Chinese officials

Amazon and AMD Increase Holdings in Marvell, Highlighting Potential to Replace Nvidia in AI

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

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

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

AMD to Present at Bank of America Global Technology Conference

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

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

AMD CEO Lisa Su: China Has One of the Most Vibrant AI Ecosystems in the World

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

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

.NDX

.IXIC

QQEW

ARTY

BOTZ

ROBT

SOXL

Wall Street is facing pressure from rising bond yields, which are impacting AI-related ETFs more than easing geopolitical tensions in the Middle East. The 10-year Treasury yield has climbed to 4.7%, affecting growth-heavy indexes like the Nasdaq and semiconductor ETFs. Investors are concerned that high valuations of AI stocks may not hold up against a higher interest rate environment. Nvidia's upcoming earnings report could influence market sentiment, but rising yields may overshadow any positive results.

- Wall Street experienced a dip as rising Treasury yields overshadowed temporary relief from Middle East tensions.  
- The focus on surging 10-year yields, approaching 4.7%, sparked concerns over high-growth tech stocks like Nvidia and related ETFs, as higher rates challenge premium valuations.  
- With Nvidia's earnings report imminent, the bond market's influence may dictate the future performance of AI-linked investments, prompting a shift towards more defensive sectors.

Fidelity

NASDAQ-100

NASDAQ Composite Index

First Trust NASDAQ-100 Equal Weighted

SPDR S&P 500

Invesco AI and Next Gen Software ETF

iShares Future AI & Tech ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

Fidelity Nasdaq Composite Index ETF

Global X Robotics & Artificial

YieldMax NVDA Option Income Strategy ETF

SPDR S&P Semicon

Invesco Nasdaq 100 ETF

Invesco Semiconductors ETF

Spdr Select Tech

GraniteShares 2x Long NVDA Daily ETF

iShares Semiconductor ETF

iShares A.I. Innovation and Tech Act ETF

Direxion Semicon Bull 3X

Invesco QQQ Trust

VanEck Semiconductor ETF

Proshares UltraPro QQQ

Direxion Semicon Bear 3X

NVIDIA

iShares Expanded Tech Software Sector ETF

SPDR Energy Select

ServiceNow

Salesforce

NVIDIA Corporation

Bond Yields Can Become A Bigger Threat To AI ETFs, Not Iran— Can Nvidia Earnings Help The Trade?

NVDA

Nvidia Corp. is set to report its fiscal Q1 2027 earnings, with expectations of a significant increase in earnings and revenue. The AI trade faces a critical moment, as the stock represents a high percentage of the S&P 500. Analysts highlight key factors influencing Nvidia's performance, including cash returns, product ramp timing, margin sustainability, and competitive landscape. The outcome of this earnings report could impact the broader semiconductor and AI markets significantly.

- Nvidia Corp. is set to report its fiscal first-quarter 2027 earnings, with Wall Street anticipating earnings per share of $1.76 and revenue of $78.67 billion, marking significant increases from the previous year.  
- The upcoming report will impact the sentiment across the semiconductor and AI sectors, amidst concerns about Nvidia’s cash returns and competitive positioning.  
- Analysts suggest Nvidia will maintain a substantial share of the AI market, with a price target consensus indicating potential growth for the stock despite market challenges.

benzinga_article

Invesco PHLX Semiconductor ETF

Bank of America

S&P 500

Apple

Microsoft

Amazon

Alphabet

Alphabet - C

Meta Platforms

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

AI Trade Faces Make-Or-Break Moment – Only Nvidia Earnings Will Tell

The U.S. Senate is expected to advance an artificial intelligence framework this year, according to Odaily. Senate Majority Leader Thune indicated that the legislative body plans to move forward with this initiative.

CoinLive

ISHRS S&P Glb It

SPDR S&P Software

ROBO Global Robotics

U.S. Senate to Advance AI Framework This Year

INOD

IVES

Innodata (INOD) experienced significant insider selling on May 18, 2026, with CEO Jack Abuhoff selling 250,000 shares for $23.7 million and Director Stewart Massey selling 10,000 shares for $960,000. Despite this, Innodata's stock surged 20-30% following a strong Q1 earnings report, prompting Wedbush to raise its valuation due to confidence in long-term growth. Spark's AI Analyst rates INOD as Outperform, citing strong financial performance and positive earnings updates.

Tip Ranks

Innodata

Dan IVES Wedbush AI Revolution ETF

Golden Eagle Dynamic Hypergrowth ETF

Major Insider Moves Rock Innodata as Top Executives Cash In on Shares

SOUN

Profitability is improving for this innovative AI company.

SoundHound AI

SoundHound AI - CW27

SoundHoundAI stock analysis: Buy or sell this AI stock?

Elon Musk has expressed concern over a recent decision made by an Oakland judge regarding OpenAI. According to Jin10, Musk described the ruling as setting a 'dangerous precedent.' The specifics of the case and its implications for the AI industry remain a topic of discussion among experts and stakeholders.

OpenAI

AI TRENDS | Elon Musk: Oakland Judge's Ruling Sets a Dangerous Precedent

ARKK

Here’s how you can get in on the action (smartly).

Ark Innovation ETF

Investing legend who called a major crash says the market may be in for a 'breathtaking' correction — but he's still buying AI stocks. Here's why

AIBU

SOUX

Charles Schwab Investment Management Inc. increased its stake in SoundHound AI, Inc. by 2.5% in Q4, owning 3,364,998 shares valued at $33.5 million. Other investors also adjusted their positions, with hedge funds holding 19.28% of the stock. Analysts have mixed ratings on SoundHound AI, with an average target price of $14.93. Recently, insiders sold shares, and the stock is currently down 1.3%. SoundHound AI's stock opened at $8.41, with a 52-week range of $5.83 to $22.17.

Market Beat

VG Info Tech

Direxion Daily AI And Big Data Bull 2X

Defiance Daily Target 2X Long SOUN ETF

Charles Schwab

Danske Bank

Piper Sandler Cos

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Charles Schwab Investment Management Inc. Boosts Stock Holdings in SoundHound AI, Inc. $SOUN

SRVR

Innodata (NASDAQ:INOD) has outperformed the market by 58.4% annually over the past 5 years, yielding an average return of 70.81%. A $1000 investment in INOD five years ago would now be worth $14,968.85, highlighting the impact of compounded returns on cash growth. Innodata's current market capitalization stands at $3.10 billion.

Pacer Data & Infrastructure Real Estate ETF

Proshares Big Data Refiners ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

Franklin Exponential Data ETF

$1000 Invested In Innodata 5 Years Ago Would Be Worth This Much Today

ChatGPT's global traffic share has dropped from 77.6% in May 2025 to 53.7% in April 2026, indicating a shift in the generative AI landscape. Anthropic has now surpassed OpenAI in U.S. business adoption, capturing 34.4% of tracked businesses compared to OpenAI's 32.3%. This marks a significant change in the competitive dynamics among leading AI platforms.

SimilarWeb

AI TRENDS | ChatGPT's Global Traffic Share Declines as Anthropic Surpasses OpenAI in U.S. Business Adoption

FT Nasdq AI & Robotics(ROBT.US)

Bond Yields Can Become A Bigger Threat To AI ETFs, Not Iran— Can Nvidia Earnings Help The Trade?

AI Trade Faces Make-Or-Break Moment – Only Nvidia Earnings Will Tell

U.S. Senate to Advance AI Framework This Year

Major Insider Moves Rock Innodata as Top Executives Cash In on Shares

SoundHoundAI stock analysis: Buy or sell this AI stock?