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Alphabet Inc. (GOOGL) Expands Gemini Enterprise Agent Marketplace with Amdocs Partnership
Insider Monkey82d agobullish
Alphabet Inc. (GOOGL) Expands Gemini Enterprise Agent Marketplace with Amdocs Partnership

Alphabet Inc. (NASDAQ:GOOGL) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 14, Google’s Gemini Enterprise Agent Marketplace received a significant boost. Amdocs confirmed the availability of its Telco Agents for Customer Experience on the marketplace. Built with Google’s AI models, the agents on offer are designed for enterprise-scale deployment […]

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Nvidia’s Huang Ignites Asia Tech Rally With AI, Robots Vision
Bloomberg82d agobullish
Nvidia’s Huang Ignites Asia Tech Rally With AI, Robots Vision

(Bloomberg) -- The latest report from Nvidia Corp. may have left its investors wanting more but it gave a jolt to the shares of a broad swath of Asian tech companies. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamA B

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Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers
Bloomberg82d agobearish
Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst

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Nvidia bets on new data center chips as sales outlook tops estimates
Reuters Videos82d agobullishVIDEO
Nvidia bets on new data center chips as sales outlook tops estimates

<body><p>STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth.&nbsp;</p><p>The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion.</p><p>For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition.</p><p>That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications.&nbsp;</p><p>Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon.</p><p>He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms.</p><p>He added that the company's new "Vera" central processors give it access to a $200 billion market.</p><p>Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.</p></body>

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Alphabet’s AI Smart Glasses Test Wearables’ Role In Gemini Growth Story
Simply Wall St.82d agoneutral
Alphabet’s AI Smart Glasses Test Wearables’ Role In Gemini Growth Story

Alphabet's Google unit is launching a new line of AI-powered smart glasses with real-time translation and voice navigation features. The glasses are being developed in partnership with eyewear brands including Warby Parker and Gentle Monster. This marks Google's return to the consumer wearable space with Gemini-powered hardware beyond laptops and smartphones. For investors watching NasdaqGS:GOOGL, this move into AI smart glasses adds another hardware angle to a business that is still mostly...

GOOGGOOGL
US energy storage additions hit a first-quarter record, report shows
Reuters82d agoneutral
US energy storage additions hit a first-quarter record, report shows

U.S. energy storage developers installed 9.7 gigawatt-hours of new capacity in the first quarter of 2026, marking a record ‌high for the quarter, an industry report showed on Thursday. Energy storage ‌capacity grew 32% in the quarter from a year ago despite federal actions the industry ​says are slowing clean energy development, the report by the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence said. The SEIA said the demand is being driven by data centers, volatile electricity prices and disruptions to global gas and gas ‌turbine supplies.

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Nike Taps Google AI To Test New Path For Margin Recovery
Simply Wall St.82d agoneutral
Nike Taps Google AI To Test New Path For Margin Recovery

Nike (NYSE:NKE) has rolled out an AI powered shopping experience in partnership with Google. Customers can explore and buy Nike products directly through Gemini and Google Search. The launch comes ahead of a major international football tournament, targeting global fan interest. Nike is a global sportswear company that has been pushing deeper into digital commerce and direct to consumer channels. This new tie up with Google puts its products in front of shoppers where they already search,...

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Aflac Follows Alphabet Into Japan’s Booming Yen Bond Market
Bloomberg82d agoneutral
Aflac Follows Alphabet Into Japan’s Booming Yen Bond Market

(Bloomberg) -- US insurer Aflac Inc. on Thursday sold a yen bond totaling ¥65.9 billion ($415 million) across four tranches, joining a wave of foreign issuers tapping Japan’s credit market.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksSpaceX Filing Reveals $4.28 Billion Loss, Musk’s Tight GripHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electr

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Wells Fargo revamps Google stock price target after major AI move
TheStreet82d agoneutral
Wells Fargo revamps Google stock price target after major AI move

Google held its annual developer conference last week and unveiled Gemini 3.5 Pro, new AI search integrations, and a product lineup that BofA called evidence of "accelerating velocity of AI innovation." The stock barely moved. That is the strange position Google finds itself in heading into the ...

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Bloomberg83d agoneutral
OpenAI Faces IPO Unknowns Even After Victory Over Elon Musk

(Bloomberg) -- Elon Musk’s legal battle against OpenAI has hung over the ChatGPT maker for more than two years, threatening to unravel its restructuring as a for-profit business and undermine its plans to go public.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Re

GOOGGOOGL
Nvidia Can Outgrow Hyperscaler CapEx: Jensen Huang
Barrons.com83d agoneutral
Nvidia Can Outgrow Hyperscaler CapEx: Jensen Huang

CEO Jensen Huang says that Nvidia's growth prospects go beyond the massive spending from hyperscalers. Hyperscalers are the massive cloud providers, like Microsoft and Alphabet, that are spending hundreds of billions of dollars on AI. The concern on Wall Street is that eventually these companies will eventually stop spending as much on Nvidia chips.

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Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Bloomberg83d agoneutral
Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

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Nvidia forecasts quarterly revenue above estimates, announces $80 billion share buyback
Reuters83d agobullish
Nvidia forecasts quarterly revenue above estimates, announces $80 billion share buyback

Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday, and announced an $80 billion share repurchase program. Shares of the company ‌were marginally down in extended trading. The world's most valuable company expects ‌revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by ​LSEG.

GOOGGOOGL
Why embracing AI may be the key to career survival
Yahoo Finance Video83d agoneutralVIDEO
Why embracing AI may be the key to career survival

Glassdoor Senior Economist Daniel Zhao joins Brooke DiPalma on Market Domination to discuss employee confidence as companies continue trimming headcount and accelerating AI-driven workplace changes. Zhao explains why workers who embrace AI tools and adapt their skill sets may be better positioned for long-term job security.

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Vanguard 500 Index Fund (VFIAX): Top Stock Pick by Graham Stephan
Insider Monkey83d agoneutral
Vanguard 500 Index Fund (VFIAX): Top Stock Pick by Graham Stephan

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard 500 Index Fund (NASDAQ:VFIAX) ranks 6th on this list. Vanguard 500 Index Fund (NASDAQ:VFIAX) is an index fund that Graham Stephan has advocated buying in the past few years. The Vanguard 500 Index Fund employs an indexing investment approach designed to track […]

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These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors
24/7 Wall St.83d agoneutral
These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

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After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research
24/7 Wall St.83d agoneutral
After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the index keeps expanding. Three growth ETFs consistently top my research: Vanguard Mega Cap Growth ETF (NYSEARCA:MGK), Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and ... After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

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JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost
24/7 Wall St.83d agoneutral
JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with equity-linked notes (ELNs), which are unsecured debt obligations issued by the banks. That distinction matters because the yield does not come purely from ... JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

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