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Microsoft to Host Online Course Series on the Potential of Copilot and AI Agents

Microsoft to host a virtual training day on the fundamentals of the Azure cloud platform

SoftBank's Masayoshi Son is rumored to consider a $60 billion investment in OpenAI, potentially impacting Microsoft

Microsoft confirms an 8GB RAM version of the 2026 Surface Laptop

Microsoft, Meta and others collect employee work data to train AI

Microsoft proposes MOSAIC optical communication architecture, seen as a new direction for AI data centers

Microsoft to hold 'Days of Knowledge' event

Disclosure reveals Donald Trump purchased Microsoft stock in Q1 2026

Microsoft Adjusts Windows 11 Search Logic to Prioritize Local Results

Microsoft acknowledges a bug in the Teams app for Mac that causes recurring location permission prompts

UnitedHealth Group Faces Profit Pressure Amid Rising Medical Costs and Membership Structure Changes

AI Service Robot Provider Richtech Robotics' Solutions Are Now Available on the Microsoft Marketplace

Trojanized versions of official Microsoft Python SDK discovered, used for credential theft

Microsoft Confirms Patching Issues in Restricted Windows Networks

Goldman Sachs Increases Voting Rights in Evotec to 11.18%

Microsoft security team discloses it has disrupted a cybercrime service that abused software verification systems en masse

Microsoft introduces new Surface devices built for business and AI acceleration

Microsoft plans to launch its largest data center in India in mid-2026

Microsoft to Launch Largest India Data Center by Mid-2026, Investing $17.5B in AI

Zacks Raises UnitedHealth's Q1 2027 EPS Estimate to $6.87

InMed Pharmaceuticals

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

Amesite

CN Energy

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NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

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GOOGL

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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.

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Alphabet

Microsoft

Micron Tech

Apple

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NVIDIA

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NVIDIA Corporation

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

GBTC

HSDT

Goldman Sachs has completely divested its holdings in XRP and Solana ETFs, as per its Q1 2026 SEC filing. Previously, it reported nearly $154 million in XRP ETF exposure in Q4 2025. The filing also shows a reduction in Bitcoin and Ethereum ETF exposure, with over $700 million in Bitcoin ETFs and $114 million in Ethereum ETFs still held. Additionally, it disclosed a position in Hyperliquid Strategies Inc. valued at approximately $3.3 million.

CoinLive

Goldman Sachs

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Solana

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Franklin Bitcoin ETF

Solana ETF

Hyperliquid Strategies

GS Hldg R

Goldman Sachs Reduces Crypto ETF Holdings in Q1 2026

AMGN

Amgen announced a CFO transition, with Peter Griffith retiring on Aug. 31, 2026, after strengthening the company's financial foundation. Thomas Dittrich will succeed him as CFO on Sept. 1, 2026. The board's decision reflects Amgen's commitment to experienced leadership for long-term growth. Current analyst ratings for AMGN stock indicate a Buy with a price target of $427.00, though Spark's AI Analyst rates it as Neutral due to elevated leverage and fair valuation.

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Amgen

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Amgen Announces CFO Transition and Leadership Succession Plan

The Federal Reserve and the Office of the Comptroller of the Currency are delaying cyber tests for major banks to allow them more time to enhance their systems against AI-related cyber threats, particularly from Anthropic's Mythos AI model. This pause aims to help banks understand the technology better and assist regulators in stress-testing defenses. Major banks like JPMorgan Chase, Morgan Stanley, and Goldman Sachs are collaborating with federal intelligence agencies to address potential threats.

Morgan Stanley

JPMorgan Chase

Regulators delay cyber tests for banks to give time to strengthen systems against AI threat - report

GS-A

GS-D

GS-C

Goldman Sachs highlights that the current global stock market rally is concentrated, mainly driven by the technology, media, and telecommunications sectors. The investment bank notes an extreme level of risk appetite and a surge in retail trading activity.

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

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Goldman Sachs Highlights Concentration in Global Stock Market Rally

HighTower Advisors LLC reduced its stake in The Goldman Sachs Group, Inc. by 3.3% in Q4, owning 262,998 shares valued at $231.18 million. Other hedge funds, including Vanguard and Fisher Asset Management, also adjusted their positions. Insider selling included CFO Denis P. Coleman and CAO Sheara J. Fredman, with significant shares sold. Goldman Sachs reported a 48% increase in investment banking fees, indicating improved revenue prospects.

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HighTower Advisors LLC Has $231.18 Million Stake in The Goldman Sachs Group, Inc. $GS

Zacks Research has raised its Q2 2026 earnings estimate for Caterpillar Inc. (NYSE:CAT) from $5.40 to $6.00 per share. The full-year earnings estimate is now $24.48 per share. Analysts also provided future earnings estimates, with Q3 2026 at $6.28 EPS and FY2027 at $28.08 EPS. Caterpillar recently reported Q1 earnings of $5.54 EPS, exceeding estimates, with revenue of $17.42 billion, a 22.2% increase year-over-year.

Caterpillar

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ROYAL BANK OF CANADA

Q2 EPS Estimates for Caterpillar Raised by Zacks Research

Larson Financial Group LLC increased its holdings in Caterpillar Inc. (NYSE:CAT) by 73.6% in Q4, owning 12,915 shares valued at $7.4 million. Other institutional investors also raised their stakes, with Vanguard Group owning 46.4 million shares. Analysts have upgraded Caterpillar's price targets, with a consensus rating of 'Moderate Buy' and a target price of $923.14. Insider selling was noted, with significant shares sold by Anthony D. Fassino and Denise C. Johnson.

Bank of NY Mellon

HSBC HOLDINGS

HSBC

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JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

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HSBC 5xShortSG241213

HSBC Holdings Plc

Larson Financial Group LLC Grows Holdings in Caterpillar Inc. $CAT

Hartford Funds Management Co LLC acquired 2,962 shares of Caterpillar Inc. (NYSE:CAT) valued at approximately $1.7 million during Q4, as per SEC filings. Other hedge funds also increased their stakes in Caterpillar. Analysts maintain a positive outlook on CAT, citing strong earnings growth and demand for heavy equipment, despite some short-term market pressures.

Deere

2,962 Shares in Caterpillar Inc. $CAT Purchased by Hartford Funds Management Co LLC

UNHG

Zacks Research has raised its Q1 2027 earnings estimate for UnitedHealth Group (NYSE:UNH) to $6.87 per share, up from $6.77. The consensus estimate for the full-year earnings is $18.29 per share. Various analysts have given mixed ratings, with an average rating of 'Moderate Buy' and a price target of $381.83. UNH shares opened at $390.44, with a market cap of $354.57 billion.

Unitedhealth

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Zacks Research Issues Optimistic Estimate for UNH Earnings

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On May 10, Trump tweeted angrily declaring Iran's latest response "completely unacceptable." Iran, through Pakistan, proposed an immediate ceasefire and the lifting of the naval blockade, while the US insists that Iran suspend uranium enrichment and restore passage through the Strait of Hormuz. The two sides remain fundamentally opposed. Do you think there's any possibility of breaking this deadlock?

On May 10, Trump tweeted angrily declaring Iran's latest response "completely unacceptable." Iran, through Pakistan, proposed an immediate ceasefire and the lifting of the naval blockade, while the US insists that Iran suspend uranium enrichment and restore passage through the Strait of Hormuz. The two sides remain fundamentally opposed. Do you think there's any possibility of breaking this deadlock?

US-Iran deadlock returns — is a ceasefire still possible?

- Wall Street’s main indexes opened higher following a two-week ceasefire agreement between the U.S. and Iran.  
- The Dow Jones Industrial Average rose by 393.7 points, the S&P 500 increased by 137.5 points, and the Nasdaq Composite climbed by 803.4 points at the open.  
- These gains were driven by expectations that energy supplies through the Strait of Hormuz could resume, leading to lower crude prices.

Reuters

US STOCKS SNAPSHOT-Wall Street opens higher after US-Iran ceasefire

The stock market has just witnessed how disruptive investors' concerns about artificial intelligence can be across multiple industries. Last week, the volatility in software stocks spread to the wealth management, transportation, and logistics sectors, raising questions about how much AI can truly transform the tech industry and high-fee service sectors. Affected by AI concerns, the financial services sector (XLF), consumer discretionary (XLY), and tech stocks were sold off, with both the S&amp;P 500 (^GSPC) and the Nasdaq Composite (^IXIC) falling more than 1% this week...

Universal Logistics

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ServiceNow

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Salesforce

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SPDR FD Consumer Discretionary

The Dark Side of AI: Wall Street Weighs the Recent Stock Market Sell-Off and Its Disruptive Impact

I've gotta say this. The indices edged upwards, but before long, something, somewhere happens, and they roll back again. The Only constant is the change. There are so many factors. Already, the next factor is the Consumer Price Index. A lot of real and perceived 'noise', some amplified beyond its true impact.

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Yes, a lot of counters surged today, bringing life back to the market!

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After two consecutive trading days of emotional recovery, the U.S. stock market began to reveal its true operating state today. On the surface, although the Dow Jones Industrial Average slightly refreshed its high with the support of traditional value stocks, the Nasdaq 100 Index and the S&amp;P 500 Index, which better reflect market risk appetite and growth momentum, were clearly under pressure in key resistance areas, with the upward momentum tending to stagnate. This divergence is not accidental but repeatedly reminds the market of a fact: the gains of the past two days are closer to a technical rebound after being oversold, rather than the starting point of a new trend. As the rebound momentum gradually weakens...

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Cooling Down After the Noise: Why Has the U.S. Stock Market's Technical Rebound Peaked?

Pro UltrPro Dow30(UDOW.US)

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

Goldman Sachs Reduces Crypto ETF Holdings in Q1 2026

Amgen Announces CFO Transition and Leadership Succession Plan

Regulators delay cyber tests for banks to give time to strengthen systems against AI threat - report

Goldman Sachs Highlights Concentration in Global Stock Market Rally