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

SNPS

Investing $100 in Synopsys (NASDAQ:SNPS) 10 years ago would have grown to $991.71 today, reflecting an average annual return of 25.44%. Synopsys has outperformed the market by 12.0% annually, with a current market capitalization of $94.77 billion. This highlights the significant impact of compounded returns over time.

benzinga_article

Synopsys

$100 Invested In Synopsys 10 Years Ago Would Be Worth This Much Today

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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?

CSCO

Cisco Systems reported a 12% year-over-year revenue increase to $15.84B for Q3 2026, with diluted EPS of $0.85, up 37.1%. Product sales surged by 17%, while services remained stable. Geographic growth was broad-based, with the Americas up 14%. Management is investing in AI and restructuring to focus on growth areas.

TradingView

Cisco

CISCO SYSTEMS, INC. 3Q 2026: Revenue $15.84B, EPS $0.85— 10-Q Summary

Earnings Watch

Cisco | 10-Q: FY2026 Q3 Revenue Beats Estimate at USD 15.84 B

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Major US stock indices closed lower, with the NASDAQ down 0.84% and the Russell 2000 falling 1.01%. The S&P 500 and Dow Jones also declined by 0.67% and 0.65%, respectively. Investors are concerned about rising global yields, geopolitical uncertainty, and higher energy prices impacting inflation. The NASDAQ found support near its 100-hour moving average at 25,800.58. Verizon was the biggest gainer in the Dow, while Cisco was the biggest decliner. Shake Shack rose 7.38%, while Chewy and Roblox lagged.

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Dow Jones Industrial Average

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Roblox

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Major US stock indices close lower

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.

Invesco PHLX Semiconductor ETF

Bank of America

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 Dow Jones Industrial Average fell 303 points, or 0.6%, led by significant losses in Boeing and Cisco shares, each down 2.6%. Other contributors to the decline include Amazon, Goldman Sachs, and Walt Disney. A $1 change in any component of the index results in a 6.16-point swing.

MarketWatch Automated

Boeing

Guggenheim DJIA Ave Div

ISHRS Aero & Def

SPDR S&P Aerospace & Def

iShares Dow Jones US

ProShares Ultra Dow30 ETF

SPDR Djia

Pro UltrPro Dow30

Invesco Aero & Defense ETF

Goldman Sachs

Disney

Boeing Company

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Dow's 300-Point Fall Led By Losses For Boeing, Cisco Shares

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Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'

businessinsider

Palo Alto Networks

SPDR S&P Software

ISHRS S&P Glb It

Direxion Daily PANW Bull 2X Shares

Leverage Shares 2X Long PANW Daily ETF

Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'

CSCL

Panduit will showcase its innovative infrastructure solutions for data centers at Cisco Live 2026, addressing AI-driven demand and sustainability. Key highlights include the Fault Managed Power System, advanced fiber connectivity solutions, Direct-to-Chip cooling, and Intelligent Power Distribution Units. The event will take place from June 1-4 in Las Vegas, featuring hands-on demonstrations and sessions on future-proof architecture and AI pod deployment.

Direxion Daily CSCO Bull 2X Shares

Panduit to Showcase Future-Proof Infrastructure Solutions for Data Centers and Modern Workplaces at Cisco Live 2026

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The Dow Jones Industrial Average fell by 178 points, primarily due to share losses from Cisco and Amazon.com Inc., which dropped 3.0% and 2.9% respectively. These declines contributed approximately 70 points to the index's decrease. Other significant contributors to the decline included Sherwin-Williams, Goldman Sachs, and 3M.

- The Dow Jones Industrial Average is experiencing a decline, primarily driven by drops in shares of Cisco and Amazon.com Inc.  
- Cisco's stock decreased by $3.60 (3.0%), and Amazon.com Inc. fell by $7.76 (2.9%), contributing to a combined decline of approximately 70 points on the index.  
- Additionally, Sherwin-Williams Co., Goldman Sachs, and 3M have also significantly impacted the Dow's performance.

Direxion Daily AMZN Bear 1X Shares

Direxion Daily AMZN Bull 2X Shares

Sherwin Williams

Cisco, Amazon.Com Inc. Share Losses Lead Dow's 175-Point Fall

FT Nasdq AI & Robotics(ROBT.US)

$100 Invested In Synopsys 10 Years Ago Would Be Worth This Much Today

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

CISCO SYSTEMS, INC. 3Q 2026: Revenue $15.84B, EPS $0.85— 10-Q Summary

Cisco | 10-Q: FY2026 Q3 Revenue Beats Estimate at USD 15.84 B

Major US stock indices close lower

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

Dow's 300-Point Fall Led By Losses For Boeing, Cisco Shares

Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'

Panduit to Showcase Future-Proof Infrastructure Solutions for Data Centers and Modern Workplaces at Cisco Live 2026

Cisco, Amazon.Com Inc. Share Losses Lead Dow's 175-Point Fall