Franklin Exponential Data ETF

Microsoft launches XBOX Player Voice platform to collect player feedback

Microsoft holds a Virtual Training Day on creating agents in Copilot Studio

Kyndryl announces expansion of its cloud modernization solution to Microsoft Azure data center regions in Japan

Microsoft reportedly postpones $1B data center project in Kenya due to cost issues

DEVCORE Wins Pwn2Own Berlin Championship, Exploits Four Microsoft Core Products

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

Microsoft Releases May 2026 Security Update, Patching 139 Vulnerabilities

Oracle Options Surge on May 18 US Eastern Time, Call Options Account for 71%, $200 Strike Contract Sees High Volume

Microsoft acknowledges and fixes performance issues with Teams in the Asia-Pacific region

Microsoft 365 Suffers Several Service Degradations Affecting Copilot and Other Features

Microsoft AI CEO Predicts AI Will Take Over White-Collar Jobs Within 18 Months

Kyndryl Expands Cloud Uplift Services to Japan's Azure Data Centers for Data Sovereignty

Palo Alto Networks Launches Next-Gen Identity Security Platform Idira

Microsoft confirms a bug in the Windows 11 May update is causing installation failures

Microsoft confirms phasing out SMS verification codes for personal accounts, strongly promoting passkey login

CrowdStrike CEO George Kurtz Sells 2,497 Shares, Raising $1.66 Million

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

Solvares Group will expand scheduling optimization options for Microsoft Dynamics 365 Field Service customers

Microsoft Launches 'Study and Learn Agent' in Microsoft 365 Copilot

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

Pinned News

置顶新闻

Soluna's Q1 revenue rises 58% to $9.4M, fueled by data hosting expansion. Shift from crypto mining to AI infrastructure observed.

SLNH

CLOU

XDAT

DTCR

IDGT

Soluna's Q1 revenue rose 58% to $9.4 million, driven by the expansion of data center hosting services. In contrast, revenue from crypto mining declined, reflecting a strategic shift towards AI infrastructure.

Unusual Whales

Soluna

Proshares Big Data Refiners ETF

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

Soluna Holdings Pref Share SLNHP 9 Perp 08/23/26

SRVR

Gartner forecasts worldwide AI spending to reach $2.59 trillion by 2026, a 47% increase year-over-year. The growth will be driven primarily by AI infrastructure, including AI-optimized servers, which are expected to triple in spending. Enterprises are anticipated to increase their use of AI models, with a projected 110% growth in model consumption. Despite current limited enterprise spending, 2026 is expected to mark a significant shift as organizations align AI initiatives with strategic business objectives.

Fidelity

Global X Funds Global X Artificial Intelligence & Tech ETF

Pacer Data & Infrastructure Real Estate ETF

Spdr Select Tech

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

ISHRS S&P Glb It

Global X Robotics & Artificial

Gartner

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

AKAM

Insight Guru Inc. conducted a stress-test analysis on Akamai Technologies, indicating a potential downside of -34.39%. Historically, Akamai faced a -75% drawdown during the 2008-2009 financial crisis, compared to -53% for the S&P 500. Other significant declines included -46% in 2015-2016 and -39% in 2011. The report highlights an average -26% drawdown across 15 crises versus -16% for the S&P 500.

PUBT

Akamai Tech

S&P 500

Insight Guru: Akamai risks 34.39% downside in macro stress test analysis

METW

METU

Meta Platforms is shifting 7,000 employees into new AI roles as part of a major workforce restructuring, while also planning to cut about 10% of its staff. This move aligns with CEO Mark Zuckerberg's strategy to prioritize AI, investing heavily in data centers and custom chips for advanced models. Despite the layoffs, META stock has a Strong Buy consensus rating, with a target price suggesting a 33.79% upside potential.

- Meta Platforms (META) is reallocating 7,000 employees to new artificial intelligence roles as outlined in an internal memo from Chief People Officer Janelle Gale.  
- The restructuring includes a workforce reduction of about 10%, or 8,000 workers, to manage AI spending while enhancing efficiency.  
- This shift underscores CEO Mark Zuckerberg's commitment to making AI central to Meta's strategy, as the company invests in advanced models and infrastructure amid increasing competition in the tech industry.

Tip Ranks

Meta Platforms

GraniteShares 2x Long META Daily ETF

Roundhill META WeeklyPay ETF

Direxion Daily Meta Bull 2x Shares

Alphabet

Alphabet - C

META Shifts 7,000 Workers into New AI Roles as Part of Major Shake-Up

PAYC

Paycom Software Inc. (PAYC) shares rose 2.16% to $139.18 on a mixed trading day, while the Dow Jones increased by 0.32% and the S&P 500 fell by 0.07%. This marks the second consecutive day of gains for Paycom, although it remains 48.02% below its 52-week high of $267.76. In comparison, Oracle Corp. fell 3.29%, while Intuit Inc. and ServiceNow Inc. saw gains of 2.59% and 8.78%, respectively.

MarketWatch Automated

Paycom Software

Dow Jones Industrial Average

Oracle

Intuit

ServiceNow

Factset Research

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Paycom Software Inc. Stock Outperforms Competitors On Strong Trading Day

FATN

UBXG

SLAI

In Monday's after-market session, Agilysys (AGYS) saw a significant gain of 14.2% to $80.21, following its Q4 earnings release. Other gainers included Gauzy (GAUZ) up 7.67%, and Big Digital Energy (BGDE) up 5.71%. Conversely, U-BX Technology (UBXG) fell 14.0%, with Fatpipe (FATN) down 11.66%. SOLAI (SLAI) decreased by 9.6%, and TaoWeave (TWAV) dropped 8.23%. Several companies reported Q1 earnings recently.

benzinga_article

Fatpipe

U-BX Tech

SOLAI

TaoWeave

Big Digital Energy

iShares Semiconductor ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

VanEck Semiconductor ETF

Agilysys

Gauzy

Iveda Solutions

Inuvo

Roadzen

Hitek Global Inc.

Auddia

IVEDA SOLUTIONS INC C/WTS 01/04/2027 (TO PUR COM)

ROADZEN INC C/WTS 30/11/2028 (TO PUR COM)

AUDDIA INC C/WTS 19/02/2026(TO PUR COM)

12 Information Technology Stocks Moving In Monday's After-Market Session

MSFT

MSFU

Elon Musk's lawsuit against OpenAI was dismissed by a federal jury in under two hours, securing Microsoft's $228 billion stake in the company. The verdict clears the path for OpenAI's anticipated IPO, with a valuation exceeding $850 billion. The trial revealed significant financial insights for AI investors, including OpenAI's high revenue multiple compared to competitors. While Musk's team may appeal, the judge indicated potential challenges due to the statute of limitations.

- A federal jury dismissed Elon Musk's lawsuit against OpenAI and CEO Sam Altman, determining the lawsuit was filed too late.  
- This verdict secures Microsoft's $228 billion stake in OpenAI and paves the way for the anticipated IPO, which could target a valuation of $1 trillion.  
- The dismissal eliminates uncertainties surrounding OpenAI’s for-profit structure and leadership, allowing the company to maintain its course without major structural changes.

Microsoft

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

OpenAI

NVIDIA

Amazon

NVIDIA Corporation

Elon Musk Loses OpenAI Lawsuit-What The Trial Revealed About AI Investing

DELL

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 Internet

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

First Trust Index NextG ETF

Direxion Daily NVDA Bull 2X Shares

Invesco S&P Small Cap Info Tech

Invesco PHLX Semiconductor ETF

Invesco S&P 500 Equal Weight Tech ETF

First Trust Nasdaq Food & Semicon

GraniteShares 2x Long DELL Daily ETF

Palantir Tech

Dell AI Factory gets rack-scale infrastructure refresh

At the Spring 2026 AI Networking Summit, IBM's Jason Lovelace emphasized the importance of human judgment in AI-assisted network operations. He proposed a four-step framework: See (gather telemetry and context), Use (apply AI tools), Prove (demonstrate AI reliability), and Act (implement AI based on engineer seniority). Lovelace cautioned against giving AI too much autonomy, advocating for a partnership where network professionals maintain oversight to ensure reliability and effectiveness.

Why AI in network operations requires human judgment

Genpact (NYSE:G) shares rose 7.5% to $31.22, with a trading volume decline of 26%. Analysts have mixed ratings, with one 'Buy' and seven 'Hold' ratings. The company reported Q1 earnings of $0.98 EPS, exceeding estimates, and announced a quarterly dividend of $0.1875. Hedge funds increased their stakes, with Royal Bank of Canada growing its position by 19.7%. Genpact's market cap is $5.31 billion, with a P/E ratio of 9.62.

Market Beat

Genpact

Gopro

Mizuho Financial

Mizuho Financial Group, Inc.

ROYAL BANK OF CANADA

Goldman Sachs

UBS Group AG

GS Hldg R

Genpact (NYSE:G) Trading Up 7.5%  - What's Next?

SAIA

CRDO

Jefferies has updated its Franchise Picks list, introducing stocks linked to AI infrastructure, digital advertising, and healthcare. Top-rated stocks include Credo Technology Group (CRDO) with a 4.92 rating, followed by AppLovin (APP) at 4.50, and Saia (SAIA) at 4.47. Amazon (AMZN) is rated at 3.49, reflecting expectations of AWS growth. The list features companies across various sectors, evaluated by Seeking Alpha’s Quant Rating system, which assesses valuation, growth, and profitability.

AppLovin

Credo Tech

Roundhill AMZN WeeklyPay ETF

GraniteShares 2x Long AMZN Daily ETF

Tradr 2X Long APP Daily ETF

Tradr 2X Long CRDO Daily ETF

Direxion Daily AMZN Bull 2X Shares

Jefferies Financial

Top quant-rated stocks from Jefferies’ franchise picks list

It is scary. The scale of the borrowing...What if their bets don't pan out?

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Currencyshares British Pound Trust

Alphabet's issuance of a rare 100-year sterling bond, part of a $20 billion borrowing drive, reflects a trend of increasing corporate debt to fund AI infrastructure. The bond attracted nearly 10 times the orders for its £1 billion sale, indicating strong demand from institutional investors. Analysts express concerns about the frothy market conditions and the long-term viability of such debt, especially as tech giants ramp up spending. The bond diversifies Alphabet's lender base, tapping into insurance and pension fund demand, while raising questions about the sustainability of AI-driven growth.

- Alphabet's issuance of a rare 100-year sterling bond signals late-cycle exuberance in the credit markets as tech firms increase borrowing to fund extensive infrastructure projects, including AI.  
- This bond is part of a broader $20 billion multi-currency borrowing initiative and attracted nearly 10 times the orders for its £1 billion sale, reflecting strong demand from institutional investors.  
- Strategists caution that this bond issuance symbolizes market froth, as the tech sector's debt is predicted to surge, raising concerns over long-term demand and potential risks amidst rapid technological changes.

CNBC

Why Alphabet’s 100-year sterling bond is raising new fears over debt-fuelled AI arms race

Franklin Exponential Data ETF(XDAT.US)

Soluna's Q1 revenue rises 58% to $9.4M, fueled by data hosting expansion. Shift from crypto mining to AI infrastructure observed.

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

Insight Guru: Akamai risks 34.39% downside in macro stress test analysis

META Shifts 7,000 Workers into New AI Roles as Part of Major Shake-Up

Paycom Software Inc. Stock Outperforms Competitors On Strong Trading Day