Spdr Select Tech

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

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

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

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

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

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

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Seeking Alpha Downgrades Apple to 'Hold' Citing High Valuation

DEVCORE Wins Pwn2Own Berlin Championship, Exploits Four Microsoft Core Products

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

Microsoft Releases May 2026 Security Update, Patching 139 Vulnerabilities

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

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

UBS Raises Broadcom Price Target to $490, Maintains Buy Rating

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

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

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

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

SOXX

MULL

FTXL

SOXL

SOXQ

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

nasdaq

Micron Tech

iShares Semiconductor ETF

Direxion Daily MU Bull 2X Shares

SPDR S&P Semicon

GraniteShares 2x Long MU Daily ETF

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

NVIDIA

Intel

Netflix

S&P 500

Nasdaq

NVIDIA Corporation

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

JAPAN, SOUTH KOREA TO BOOST THREE-WAY COOPERATION WITH THE U.S. ON SECURITY, ECONOMIC SECURITY - JAPAN'S TAKAICHI

Unusual Whales

JAPAN, SOUTH KOREA TO BOOST THREE-WAY COOPERATION WITH THE U.S. ON SECURITY, ECONOMIC SECURITY - JAPAN'S TAKAICHI

AVGO

AVGX

AVGW

AVGU

AVGG

London Stock Exchange Group (LSEG) and Broadcom Inc. have signed a new five-year agreement to enhance their technology partnership focused on VMware Cloud Foundation. Broadcom will provide VMware Cloud Foundation and professional services to support LSEG's private cloud infrastructure, extending a relationship that has lasted over a decade.

rttnews

Broadcom

Direxion Daily AVGO Bull 2X Shares

Defiance Daily Target 2X Long AVGO ETF

Roundhill AVGO WeeklyPay ETF

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

GraniteShares 2x Long AVGO Daily ETF

Leverage Shares 2X Long AVGO Daily ETF

ISHRS S&P Glb It

LSEG, Broadcom Sign New Five-Year VMware Cloud Agreement

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

Proshares Big Data Refiners ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Franklin Exponential Data ETF

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

Global X Robotics & Artificial

Gartner

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

SSNGY

Rolf Bulk from Futurum Equities warns that potential labor strikes at Samsung Electronics could significantly harm the company and South Korea's economy. He identifies U.S.-based Micron and Chinese firm CXMT as likely beneficiaries of the situation.

- Rolf Bulk, Head of Semiconductor & Infrastructure Equity Research at Futurum Equities, addresses the impending labor strikes at Samsung Electronics.  
- He predicts that the strikes will significantly harm Samsung and negatively impact South Korea's economic growth.  
- Bulk identifies U.S.-based Micron and Chinese semiconductor company CXMT as potential beneficiaries of this situation.

Samsung Electronics 

Samsung strike risk: Worst has been avoided, but competitiveness in memory chip market takes a hit

NVDA

NVDL

NVDX

NVDU

NVDY

Advisors Capital Management LLC reduced its stake in NVIDIA Corporation (NASDAQ: NVDA) by 1.8%, selling 22,170 shares in Q4, leaving them with 1,190,200 shares valued at approximately $221.97 million. Other investors, including Diversified Enterprises LLC and PMG Family Office LLC, have also adjusted their positions in NVIDIA, reflecting ongoing institutional interest. Analysts remain optimistic about NVIDIA's performance, with several firms raising price targets ahead of earnings, although some caution about high expectations and potential volatility.

- Advisors Capital Management LLC reduced its NVIDIA shares by 1.8% in Q4, holding 1,190,200 shares valued at $221,972,000, making it their 4th largest position.  
- Diversified Enterprises LLC significantly increased its holdings by 44.2%, while various other institutions also adjusted their positions in NVIDIA stock amidst positive market sentiment.  
- Analysts maintain a favorable outlook on NVIDIA, with several raising price targets ahead of earnings, though concerns over high expectations and potential demand issues have also been raised.

Market Beat

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bull 2X Shares

GraniteShares 2x Short NVDA Daily ETF

YieldMax NVDA Option Income Strategy ETF

Amazon

Morgan Stanley

JPMorgan Chase

UBS Group AG

Bank of America

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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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

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Advisors Capital Management LLC Sells 22,170 Shares of NVIDIA Corporation $NVDA

Kevin Warsh has been confirmed as the new chairman of the US Federal Reserve. While he asserts commitment to the Fed's independence, concerns arise about potential government influence. Warsh has criticized the Fed's interest rate strategies, reflecting some of President Trump's views, which may impact bond investors.

Businesstimes News

What bond investors should know about a Warsh-led Federal Reserve

Iran's deputy foreign minister: Lifting sanctions, releasing frozen funds, and ending the blockade are included in Iran's recent proposal to the US - IRNA

Iran's deputy foreign minister: Lifting sanctions, releasing frozen funds, and ending the blockade are included in Iran's recent proposal to the US - IRNA

OpenAI

ORCL

Nvidia has delivered its new Vera AI CPUs to SpaceX, OpenAI, Anthropic, and Oracle as part of its strategy to expand into next-generation AI infrastructure. Elon Musk reacted positively to the announcement, highlighting the significance of the rollout. The Vera systems are being evaluated for AI workloads, with SpaceXAI particularly interested in reinforcement learning. Nvidia's stock closed at $222.32, reflecting a slight decline, but it remains strong in growth and quality rankings.

- Nvidia Corp announced that organizations including SpaceXAI, Oracle, Anthropic, and OpenAI are testing its new Vera CPU platform ahead of a key earnings report.  
- The Vera CPU systems are part of Nvidia's effort to expand its AI infrastructure capabilities beyond GPUs, aimed at supporting "agentic AI" workloads.  
- This strategic push aligns with the growing recognition of SpaceX as a significant player in both aerospace and AI infrastructure sectors, potentially valuing the company at $1.75 trillion.

benzinga_article

Oracle

SpaceX

Defiance Daily Target 2X Long ORCL ETF

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

Nvidia Delivers New Vera AI CPUs To SpaceX, Anthropic And OpenAI — Elon Musk Says 'Vera Nice, Vera Nice…'

CoinLive

Meta Platforms

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily Meta Bull 2x Shares

T-Rex 2X Long Microsoft Daily Target ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long META Daily ETF

Microsoft

Concerns Arise Over AI Market Amid Rising Long-Term U.S. Bond Yields

S&amp;P Sectors Green $SPDR Energy Select(XLE.US) $Select Sect Spdr Util(XLU.US) $SPDR FD Consumer Staples(XLP.US) the rest are red with $Spdr Select Tech(XLK.US) and $SPDR FD Consumer Discretionary(XLY.US) the most redSource: Sunrise Trader

Select Sect Spdr Util

SPDR FD Consumer Discretionary

SPDR Energy Select

Ameriprise Financial

current S&amp;P sectors of the 11 9 are green lead by $Spdr Select Indu(XLI.US) $Spdr Select Tech(XLK.US) and $Spdr Material(XLB.US)Source: Sunrise Trader

Spdr Material

SPDR S&P 500

VG S&P 500 Grw

Spdr Select Indu

S&amp;P sectors $Spdr Select Tech(XLK.US) leading today.Source: Sunrise Trader

Finally, some cheer to the markets!

NASDAQ-100

NASDAQ Composite Index

Fidelity Nasdaq Composite Index ETF

VG Mga Cap 300 Grw

Roundhill META WeeklyPay ETF

Invesco Nasdaq 100 ETF

Global X NASDAQ 100 Collar 95-110 ETF

Invesco QQQ Trust

VG Growth

VG S&P 500

iShares Core S&P US Growth

ISHRS Russ 1000 Growth

- U.S. stock index futures increased with Dow up 0.49%, S&P 500 up 0.70%, and Nasdaq up 0.82%.  
- Meta's shares rose 3% after it announced plans to cut 20% of its workforce amid rising AI-related costs, while Nvidia’s upcoming conference may bolster AI market confidence.  
- Despite gains in technology stocks, concerns about elevated crude prices and their economic impact remain a focus for investors.

Reuters

US STOCKS-Wall St futures rise as tech stocks gain; Middle East conflict in focus

of the 11 S&amp;P major sectors 4 are green so far today $SPDR Energy Select(XLE.US) $Spdr Select Tech(XLK.US) $SPDR FD Consumer Discretionary(XLY.US) $Comm Servcies Select Sector SPDR(XLC.US)Source: Sunrise Trader

$VIX 27.22 observation. Sectors from 11 S&amp;P 3 are green $Health Care Select Sector SPDR(XLV.US) $Spdr Select Tech(XLK.US) $SPDR Energy Select(XLE.US) note XLK is in the listSource: Sunrise Trader