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Resona Asset Management Boosts Netflix Stake by 878.6% to $121.3M as Executives Sell for Taxes

RiverFront Q4 Increases Netflix Stake by 944.1%, Holding $1.49 Million

Google Shifts Gemini Usage Limits to Compute-Based Quotas

DeepMind Founder Demis Hassabis Secretly Invests in Google Rival Anthropic

Google I/O 2026 developer conference keynote to take place, with major AI updates expected.

Meta Hosts First 'Bug Bounty Researcher Conference' in Taiwan, Increasing Investment in AI and Cybersecurity

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Google and Blackstone reportedly plan to launch a new AI cloud company

Google and Blackstone Launch AI Cloud Company, Plan 500MW Capacity by 2027

AT&T: Expects Q2 Free Cash Flow to Remain in $4B-$4.5B Range

AT&T Forecasts Year-Over-Year Growth in 2026 Q2 Wireless Revenue and Adjusted EBITDA

AT&T Reaffirms Capital Return Plan Disclosed During Q1 2026 Earnings

AT&T CEO Stankey to Speak at JPMorgan Conference on May 19, Reaffirm 2026 Guidance and $45B Shareholder Returns

SandboxAQ and Anthropic Collaborate to Integrate Scientific AI Models into Claude

Netflix Announces 5 NFL Games in 2026, Stock Rises 3.02% to $89.65

Integral Ad Science Expands its AI-driven Content Block Lists to Threads

Dutch Authorities Criticize Meta for Insufficient Action Against Online Shopping Scams

Meta Announces Layoffs and Restructuring: 7,000 to Shift to AI, Management Roles Cut

Meta Connect 2026 Conference Set for September 23-24, Focusing on XR and AI

Bank of America Reaffirms Buy Rating on Netflix with $125 Target; Q3 Earnings Beat Expectations

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

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

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置顶新闻

ProShare Advisors LLC Has $372.81 Million Stake in T-Mobile US, Inc. $TMUS

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The Gemini app is increasingly pervasive, similar to Microsoft's Copilot, leading to user frustration. Initially subtle, its presence has grown rapidly across various Google applications, causing fatigue among users who feel overwhelmed by the constant integration of AI features.

- The author expresses frustration with the increasing presence of the Gemini app across various Google applications.  
- This phenomenon mirrors a similar annoyance experienced with Microsoft's Copilot shortcuts in Windows 11.  
- The author feels that the relentless integration of Gemini is becoming overwhelming and irritating.

The Verge

Microsoft

Alphabet - C

Alphabet

Direxion Daily GOOGL Bull 2X Shares

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

Global X Cloud Computing ETF

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

Roundhill GOOGL WeeklyPay ETF

Gemini is in danger of going full Copilot

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Resona Asset Management Co. Ltd. increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 878.6% in Q4, owning 1,292,537 shares valued at $121.3 million. Other institutional investors also adjusted their positions. CEO Theodore A. Sarandos and insider David A. Hyman sold shares to cover tax obligations. Analysts have set various price targets for Netflix, with a consensus rating of 'Moderate Buy' and a price target of $114.82.

- Resona Asset Management Co. Ltd. increased its stake in Netflix, Inc. by 878.6% in Q4, acquiring over 1.1 million additional shares, bringing its total to approximately 1.3 million shares.  
- Multiple hedge funds also adjusted their Netflix holdings, reflecting confidence in the company's ad-supported business and user engagement, as evidenced by research analysts maintaining positive ratings and price targets.  
- Despite this optimism, insider sales occurred, and concerns linger regarding Netflix’s ability to translate ad revenue growth into stronger earnings.

Market Beat

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Netflix, Inc. $NFLX Stock Position Raised by Resona Asset Management Co. Ltd.

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Stock index futures fell, with tech stocks under pressure. Key stories include Blackstone and Google forming a data center venture with a $5B commitment, Meta starting layoffs affecting 10% of its workforce, Gina Rinehart investing $97M in U.S. defense, Samsung and its union making progress in negotiations, and the SEC planning to introduce a framework for trading tokenized securities.

- Stock index futures saw a decline on Tuesday, particularly Nasdaq futures, amid ongoing pressure on tech stocks.  
- Blackstone announced a joint venture with Google to establish a new U.S.-based data center company.  
- This partnership aims to enhance data center capabilities, reflecting a strategic move in response to increasing demand for tech infrastructure.

Meta Platforms

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Samsung Electronics 

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Samsung Electronics Co., Ltd. Sponsored GDR

AM markets need to know: Meta layoffs, Samsung and union, and more

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ProShare Advisors LLC increased its stake in T-Mobile US, Inc. by 40.2% in Q4, owning 1,836,143 shares valued at $372.81 million. Other hedge funds also raised their holdings. T-Mobile's stock opened at $190.65, with a market cap of $206.32 billion and a PE ratio of 20.28. The company reported $2.27 EPS, exceeding estimates, with revenue of $23.11 billion, up 10.6% year-over-year.

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ProShares Ultra Communication Services

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AT & T

T-Mobile USA Inc Pref Shares TMUSL 6.25 Perp 09/01/2069

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AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T Pref Share TBB 5.35 11/01/2066

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Blackstone Inc. (NYSE:BX) stock rose 0.82% in premarket trading following the announcement of a $5 billion joint venture with Google focused on AI infrastructure. The new company will utilize Google Cloud's TPUs to provide cloud computing services. Despite a bearish trend, Blackstone aims to meet rising demand for accelerated computing. The stock has declined 19.53% over the past year, with key resistance at $117.66 and support at $101.73. Analysts maintain a Buy rating with an average price target of $146.92.

- Blackstone Inc. announced a joint venture with Google to create an AI-focused cloud infrastructure company, committing $5 billion to the effort.  
- The new entity will leverage Google Cloud’s TPUs to meet increasing demand for AI computing, with plans to launch in 2027.  
- Despite this positive development, Blackstone’s stock has declined 19.53% over the past year, indicating broader market challenges.

benzinga_article

Global X Data Center & Dgtl Infrs ETF

What's Going On With Blackstone Stock Tuesday?

Eight leading U.S. communications firms, including AT&T and Verizon, have formed the Communications Cybersecurity Information Sharing and Analysis Center (C2 ISAC) to enhance cybersecurity collaboration. This non-profit aims to address evolving cyber threats through shared resources and expertise. Valerie Moon will serve as executive director, overseeing operations. The initiative builds on decades of public-private cooperation and is set to begin operations in June.

Unusual Whales

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Charter Comm

Comcast

Lumen Tech

Zayo Group Holdings, Inc.

COMCAST HOLDINGS CORPORATION 2% CNV PREF SEC15/10/2029 USD71

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Eight Leading U.S. Communications Firms Form C2 ISAC to Strengthen Cybersecurity Collaboration

BNGE

RiverFront Investment Group LLC increased its stake in Netflix, Inc. by 944.1% in Q4, owning 15,850 shares valued at $1.49 million. Other institutional investors also raised their positions. CEO Theodore A. Sarandos and CFO Spencer Adam Neumann sold significant shares recently. Netflix's stock opened at $89.65, with a market cap of $377.50 billion and a P/E ratio of 28.96. The company reported a Q1 EPS of $1.23, exceeding estimates, with revenue up 16.2% year-over-year.

- RiverFront Investment Group LLC significantly increased its stake in Netflix by 944.1%, owning 15,850 shares valued at $1,486,000 as of its latest SEC filing.  
- The article also notes several institutional investors increasing their positions in Netflix, while insider sales from CEO Theodore A. Sarandos and CFO Spencer Adam Neumann indicate notable decreases in their holdings.  
- Despite fluctuations, Netflix posted a strong quarterly performance with a 16.2% year-over-year revenue increase and various analysts maintaining positive ratings amidst market uncertainties.

Invesco Leisure & ENT ETF

First Trust S-Network Streaming and Gaming ETF

Bank of America

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Bank of America Corp

RiverFront Investment Group LLC Has $1.49 Million Holdings in Netflix, Inc. $NFLX

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Billionaire Stanley Druckenmiller has sold his entire stake in Alphabet and invested heavily in memory and storage stocks, including Sandisk, Micron Technology, and Seagate Technology. His decision follows a significant profit from Alphabet, which appreciated over 50% during his holding period. Druckenmiller's shift reflects skepticism about AI stocks while capitalizing on the growing demand for memory and storage solutions amid AI infrastructure expansion.

- On May 15, institutional investors were required to file Form 13F, marking a significant date in the financial calendar.  
- Stanley Druckenmiller sold his entire stake in Alphabet and invested heavily in memory and storage stocks like Sandisk, Micron Technology, and Seagate Technology, indicating a shift in focus from AI-related investments.  
- This move aligns with his strategy of capitalizing on short-term opportunities, driven by strong demand for data storage solutions amidst AI infrastructure expansion.

Motley Fool

Micron Tech

Sandisk

Seagate Tech

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Sandisk - WI

Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

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IDGT

The rise of AI is reshaping the American Dream, favoring blue-collar workers over college graduates. Companies like AT&T are struggling to find skilled labor for essential roles, as AI-driven hiring slowdowns impact entry-level positions for graduates. This shift highlights a potential crisis for new degree holders, as the promise of upward mobility through college is challenged. Major investments in infrastructure are expected to create blue-collar jobs, but the sustainability of this trend remains uncertain.

CNBC

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Ford Motor

NVIDIA

Oracle

OpenAI

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NVIDIA Corporation

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The AI economy is rewriting the American Dream — and blue-collar workers are poised to win

Midwest Trust Co increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.7%, acquiring an additional 9,774 shares, bringing its total to 367,573 shares valued at $115.34 million. This makes Alphabet 10th in its portfolio. Other hedge funds also adjusted their positions in GOOG, reflecting mixed investor sentiment amid recent positive developments in AI and earnings performance.

- Midwest Trust Co increased its stake in Alphabet Inc. by 2.7%, owning 367,573 shares worth $115.34 million.  
- Several hedge funds, including Tradewinds LLC and Atlantic Union Bankshares Corp, also raised their positions in Alphabet during the third and fourth quarters.  
- Alphabet's recent earnings report surpassed expectations, with a quarterly revenue increase of 21.8%, further reinforcing investor confidence amid mixed sentiments from various hedge funds.

Berkshire Hathaway

Berkshire Hathaway B

Atlantic Union Bankshares

Pershing Square

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Atlantic Union Bankshares Corporation

Midwest Trust Co Buys 9,774 Shares of Alphabet Inc. $GOOG

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