Invesco S&P 500 Equal Weight Tech ETF

Citi raises Micron Technology target price from $425 to $840

Western Digital Plans to Expand Off-Grid Computing to AI and High-Performance Computing

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

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

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

Intel CEO States 18A Process Yields Have Recovered Significantly, Drawing Increased External Customer Interest

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

AMD to Present at Bank of America Global Technology Conference

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

Intel Urges PC Makers to Adopt 18A Chips Amid Old CPU Shortage

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

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

AMD to Participate in HPE Discover 2026, Focusing on Networking, Cloud, and AI

Cathie Wood's ARK Invest Continues to Sell AMD Stock

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

Intel CEO Pat Gelsinger: 14A chip to start production in 2028, mass production in 2029

Dell Upgrades AI Factory Infrastructure and Launches PowerRack System to Enhance Market Position

Nvidia and Dell CEOs Discuss Distributed Computing: Launching New AI Platform and High-Performance CPU

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

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

RSPT

Rising global bond yields and expectations of Federal Reserve rate hikes threaten the AI-driven tech rally, impacting growth-stock valuations. Geopolitical tensions escalated after a drone strike on a UAE nuclear facility, raising concerns over Middle East instability and inflation. Despite this, Asian tech stocks like Baidu and Samsung showed resilience. The S&P 500 and Nasdaq 100 faced losses, while global bond yields surged. Key economic data, including Japan's Q1 GDP, is anticipated today.

- Rising global bond yields and expectations of Federal Reserve rate hikes are putting pressure on growth-stock valuations in equity markets.  
- Geopolitical tensions intensified following a drone strike on a UAE nuclear facility, raising concerns over Middle East instability and inflation.  
- Despite these challenges, Asian technology stocks remained resilient, with Baidu experiencing strong AI-driven earnings growth and Samsung Electronics gaining ahead of NVIDIA's earnings report.

Market Pulse

Invesco QQQ Trust

SPDR S&P 500

State Street Corp.

iShares Expanded Tech Software Sector ETF

Fidelity Nasdaq Composite Index ETF

Pro UltrPro S&Pro 500

iShares Core S&P US Growth

VG Mga Cap 300 Grw

Proshares UltraPro QQQ

ISHRS S&P Glb It

VG S&P 500

Invesco Nasdaq 100 ETF

Baidu

BIDU-SW

Samsung Electronics 

NVIDIA

NASDAQ-100

BIDU-SWR

Samsung Electronics Co., Ltd. Sponsored GDR

NVIDIA Corporation

Asia open: Bond yield breakout threatens tech rally

APCX

AAPD

AAPB

SOXL

AAPU

SOXX

SNSR

AAPX

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

VanEck Semiconductor ETF

Direxion Daily AAPL Bear 1x Shares

GraniteShares 2x Long AAPL Daily ETF

Direxion Semicon Bull 3X

Direxion Daily AAPL Bull 2X Shares

First Trust Index NextG ETF

SPDR S&P Software

Comm Servcies Select Sector SPDR

iShares Semiconductor ETF

Global X Internet

T-Rex 2X Long Apple Daily Target ETF

Apple

Evercore

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

DELL

DTCR

CLOU

IDGT

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

Global X Data Center & Dgtl Infrs ETF

Global X Cloud Computing ETF

Franklin Exponential Data ETF

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

SPDR S&P Semicon

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

Invesco Semiconductors ETF

Pacer Data & Infrastructure Real Estate ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long DELL Daily ETF

ServiceNow

OpenAI

Palantir Tech

Dell AI Factory gets rack-scale infrastructure refresh

AAPY

APLY

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.

Macrumors

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

Apple Expanding AI Writing Tools With Grammar Checker in iOS 27

SMCI

ARTY

SMYY

Hagens Berman has filed a class action lawsuit against Super Micro Computer (SMCI) in the U.S. District Court for the Northern District of California, alleging violations of federal securities laws. The lawsuit claims that Super Micro concealed a scheme to sell AI servers to China, violating U.S. export restrictions. Investors who purchased stock between February 2, 2024, and March 19, 2026, can seek to be appointed as Lead Plaintiff by May 26, 2026. The lawsuit follows significant stock price declines linked to the alleged misconduct.

- Hagens Berman has filed a class action lawsuit against Super Micro and certain executives for allegedly concealing an illegal scheme to sell AI servers to China in violation of U.S. export laws.  
- The lawsuit claims that from February 2, 2024, to March 19, 2026, Super Micro made misleading statements and failed to disclose significant compliance issues, resulting in substantial financial losses for investors.  
- This lawsuit follows previous related actions and highlights key disclosures that led to significant declines in Super Micro's stock price, ultimately revealing the scope of the alleged fraud.

prnewswire

Super Micro Computer

iShares Future AI & Tech ETF

GraniteShares YieldBOOST SMCI ETF

YieldMax SMCI Option Income Strategy ETF

GraniteShares 2x Long SMCI Daily ETF

Defiance Daily Target 2X Long SMCI ETF

Defiance Daily Target 2X Short SMCI ETF

12:27 ETSMCI 8-DAY DEADLINER ALERT: Super Micro Computer (SMCI) Investors with Substantial Losses Have Opportunity to Lead Investor Class Action- HBSS

GOOGL

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.

Alphabet

Direxion Daily GOOGL Bull 2X Shares

Roundhill AMZN WeeklyPay ETF

GraniteShares 2x Long AMZN Daily ETF

Direxion Daily AMZN Bull 2X Shares

Roundhill GOOGL WeeklyPay ETF

Dow Jones Industrial Average

Oppenheimer

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

Apple is enhancing its Genmoji feature in iOS 27, allowing users to generate custom emoji based on text input. The new 'Suggested Genmoji' will automatically provide emoji ideas based on users' media and text history. This feature aims to improve the previous issues of image quality and device performance. A preview of iOS 27 will be showcased at WWDC next month, with a public release anticipated in the fall.

'Suggested Genmoji' Are Coming to an iPhone Near You

TSLA

AAPL

The article discusses how John D. Rockefeller's success stemmed from owning the infrastructure for oil transport, a principle echoed by modern companies like Amazon and Apple. It highlights Elon Musk's strategy of building a vertically integrated AI empire through his ventures, including X, SpaceX, xAI, and Tesla. Musk's proprietary data from X and plans for orbital data centers position him to control critical infrastructure in the AI landscape, potentially reshaping the economics of the industry.

- John D. Rockefeller's success stemmed from owning petroleum pipelines rather than just oil production, exemplifying that controlling the infrastructure is key to profits.  
- This principle is mirrored in current tech giants, where companies like Amazon and Apple dominate through essential infrastructure services like AWS and the App Store.  
- Elon Musk is creating a vertically integrated AI empire, combining data, computing, and physical application layers, which presents unique investment opportunities in infrastructure supporting his ventures.

InvestorPlace

GraniteShares 1.25 Long TSLA Daily ETF

Tesla

Amazon

SpaceX

T-Rex 2X Long Tesla Daily Target ETF

Leverage Shares 2X Long TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

Global X E-commerce ETF

ProShares Online Retail

Simplify Volt TSLA Revolution ETF

GraniteShares 2x Long TSLA Daily ETF

Alphabet - C

Meta Platforms

The One Musk Advantage No AI Rival Can Copy

SMSN

SSNGY

DRAM

Samsung has achieved a market cap of $1 trillion, driven by a global memory chip shortage fueled by AI demand. The company's shares have more than doubled this year, with a market cap now at $1.2 trillion. Samsung is a leading supplier of high-bandwidth memory and DRAM, with production capacity sold out for the year. Analysts maintain a positive outlook, with a consensus Buy rating and record quarterly revenue reported in Q1 2026.

Market Beat

Roundhill Memory ETF

Taiwan Semiconductor

Micron Tech

Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes

Hewlett Packard Enterprise (HPE) stock closed at $33.10, showing significant returns over various periods. Valuation methods indicate HPE is fairly valued with a DCF intrinsic value of $36.26, suggesting an 8.7% discount. The P/S ratio of 1.23x is below industry averages, indicating potential undervaluation. Analysts emphasize the importance of separating narrative from numbers to assess HPE's value in the context of its role in technology infrastructure.

Simplywall

Hewlett Packard Enterprise

HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF 01/09/2027

Is It Too Late To Consider Hewlett Packard Enterprise (HPE) After AI Infrastructure Momentum?

Invesco S&P 500 Equal Weight Tech ETF(RSPT.US)