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Google Updates AI Pricing Plans: Ultra Tier Cuts Price and Integrates YouTube Premium

Google Launches Universal Commerce Agreement Features and Retailer AI Tools

Google to Launch More Helpful Ads in AI Mode

Meta CEO: No company-wide layoffs expected this year

Google Refuses UK Unions' Voluntary Recognition, Agrees to Government-Mediated Negotiations

Citizens Jmp Reaffirms 'Outperform' Rating on Alphabet with $515 Target Price

Jefferies Reaffirms Buy Rating on Alphabet, Analysts Raise Price Targets, Alphabet Beats Earnings

Texas Attorney General Investigates Meta Glasses Over Privacy Concerns

Bank of America Maintains Buy Rating on Alphabet, Target Price $430

Google Expands SynthID and C2PA to Combat Deepfakes and AI-Generated Content

Tesla FSD Approved in Lithuania, Second European Country Allowing Use on Public Roads

Tesla Updates Canada Model 3 Acceleration Data, Angering Buyers

Salesforce's Informatica Deepens Partnership with Microsoft to Power AI Analytics

Paul Tudor Jones Increases Tesla Stake by 9 Times

Bezos Says Amazon is Collaborating with NASA on Moon Development Project

Bezos: Amazon Researching Solar Cells Made from Lunar Regolith

OpenAI Invests $234M in Singapore to Build First Overseas AI Lab, Google Deepens Cooperation

Bezos: AI will solve various problems including building permit approvals

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

Lamda and Hudson River Trading Sign Deal to Provide Access to 1,000+ Nvidia Blackwell Systems

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Micware

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MetaVia

MicroAlgo

Tradr 2X Long XNDU Daily ETF

CXAI

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CXApp Inc. (CXAI) reported Q1 2026 earnings with revenue of $950,000, down from $1.02 million, but bookings increased 12.5% year-over-year. Subscription revenue rose to 98%, and net revenue retention improved to 98%. The company highlighted its strategic partnership with Google Cloud and the upcoming rollout of CXAI 2.0 and CXAI (Sky) platform. CEO Khurram Sheikh emphasized the alignment of their platform strategy with market demand, while CFO Joy Mbanugo discussed compliance efforts. No future financial guidance was provided.

- CXApp Inc. reported a quarterly revenue of $950,000, down from $1.02 million, influenced by timing and revenue recognition practices; however, their subscription revenue mix improved to 98%.  
- The company secured $1.4 million in bookings, reflecting a 12.5% year-over-year increase driven by new enterprise agreements, with a notable net revenue retention rate of 98%.  
- CXAI 2.0 and the CXAI (Sky) platform are set for broader market rollout, emphasizing strategic partnerships, particularly with Google Cloud, which seeks to enhance sales and deliver innovative AI solutions.

Motley Fool

CXApp

Alphabet

Alphabet - C

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Gartner

CXAPP INC C/WTS (TO PUR COM)

CXApp (CXAI) Q1 2026 Earnings Call Transcript

NVDA

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Stock Market Today: Small caps show strength. Arm Holdings spikes while Nvidia stock rallies ahead of earnings.

NVIDIA

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NVIDIA Corporation

Stock market today: Dow gains 500 points as oil dives, Nvidia rises; airline names soar (live coverage)

MSFT

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Billionaire investor Bill Ackman disclosed that his hedge fund sold all Alphabet stock to invest in Microsoft, acquiring 5.65 million shares. Ackman remains bullish on Alphabet but cited current valuations as a reason for the shift. While Microsoft shows strong growth, competitors like Google Cloud and AWS are accelerating faster. Concerns about AI potentially disrupting traditional software also complicate Microsoft's outlook, despite its reasonable pricing.

- Bill Ackman disclosed building a 5.65 million-share position in Microsoft while exiting a long investment in Alphabet, asserting it was not a bet against Google.  
- Ackman highlights Microsoft’s strong Azure growth and its significant stake in OpenAI as key advantages; however, competitors like Google Cloud and AWS are experiencing higher growth rates.  
- Concerns remain over AI's potential to disrupt traditional software models, suggesting Alphabet could present a more favorable risk-reward balance compared to Microsoft.

Microsoft

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Amazon

This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?

Analysts at Bank of America are recommending buying shares of Alphabet, predicting a potential 10% increase in stock value after Google I/O 2026.

Unusual Whales

Bank of America

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Bank of America Corp

Google stock dropped despite successful I/O. BofA sees 10% upside in Alphabet stock post-Google I/O 2026.

NVDX

Nvidia is the biggest winner of the AI boom so far, but these three stocks could be the big winners from the shift toward inference and agentic AI.

T-Rex 2X Long NVIDIA Daily Target ETF

These super stocks could be the biggest winners in the AI inference and agentic AI economy

NVDD

Nvidia is set to report Q1 2027 earnings, with expectations of $78.8 billion in revenue and $1.77 EPS, marking significant growth. Despite a history of beating estimates, recent data shows the stock has reacted negatively post-earnings, with average returns declining. Investors are now focused on whether Nvidia can exceed high expectations, as past performance indicates that simply beating estimates may not suffice for positive stock movement.

- Nvidia Corp. is set to report its first-quarter 2027 earnings, with estimates anticipating $78.8 billion in revenue and $1.77 in adjusted earnings per share, signaling significant growth compared to 2025.  
- Historically, while Nvidia has consistently beaten revenue and EPS estimates, recent earnings reports have shown that the stock's immediate reaction has become less predictable, often resulting in negative returns despite exceeding expectations.  
- Investors are now focused on the magnitude of the earnings beat and future guidance, as the market has already priced in high expectations for Nvidia's performance.

benzinga_article

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Micron Tech

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

GS-D

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The Investment Committee give you their top stocks to watch for the second half of the trading day.

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

Goldman Sachs

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Delta Air Lines

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Final trades: Nvidia, Delta Air Lines, Alphabet and Goldman Sachs

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

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NVDA WeeklyPay ETF - Roundhill

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

Google has launched a new YouTube Shorts Remix feature that allows users to creatively restyle clips or insert themselves into others' videos using Gemini Omni. By clicking the remix icon, users can choose to 'reimagine' a video into various styles, such as pixel art or anime, and make alterations like inflating heads or adding costumes. Creators have the option to enable or disable this remixing feature for their videos.

- Google has introduced a YouTube Shorts Remix feature allowing users to creatively alter videos using Gemini Omni.  
- The feature enables users to reimagine clips by transforming them into various styles, such as pixel art or horror films, and altering content in unique ways.  
- Creators have control over this feature, as they can choose to enable or disable the remix option for their uploaded Shorts.

The Verge

You can now remix other people’s YouTube Shorts with AI

Nvidia is set to report its Q1 fiscal 2027 results on May 20, with analysts expecting $79 billion in revenue and $1.77 EPS driven by strong AI demand. Hyperscalers are projected to invest over $700 billion in AI infrastructure by 2026, enhancing Nvidia's market position. However, a record $62.5 billion in short exposure indicates potential volatility in stock movements post-earnings.

- Nvidia is set to report its Q1 fiscal 2027 results on May 20, with analysts estimating $79 billion in revenue and $1.77 EPS, driven by strong AI demand.  
- Hyperscalers are planning over $700 billion in capital expenditures in 2026, aimed primarily at AI infrastructure, which may enable Nvidia to gain substantial market share.  
- There is potential for volatility ahead, as a record $62.5 billion in short exposure and previous post-earnings stock drops indicate possible sharp market movements, regardless of the results.

XL2CSOPNVDA

XI2CSOPNVDA

Nvidia set for pivotal earnings amid AI spending boom

VG Ttl World Stock(VT.US)

CXApp (CXAI) Q1 2026 Earnings Call Transcript

Stock market today: Dow gains 500 points as oil dives, Nvidia rises; airline names soar (live coverage)

This Famous Investor Just Sold All Of His Alphabet Stock and Loaded Up On Microsoft Stock. Should You?

Google stock dropped despite successful I/O. BofA sees 10% upside in Alphabet stock post-Google I/O 2026.

These super stocks could be the biggest winners in the AI inference and agentic AI economy

Nvidia Earnings Impact Tracker: Historical Data Shows Hidden Bull Trap

Final trades: Nvidia, Delta Air Lines, Alphabet and Goldman Sachs

Sellers Have the Edge — Unless NVDA Changes Everything Tonight

You can now remix other people’s YouTube Shorts with AI

Nvidia set for pivotal earnings amid AI spending boom