No. I · Vol. I
Tuesday, May 12, 2026

The Ledger

A paper-trading practice in the tradition of weekly Sunday charts.

Portfolio
$997,477
-$2,523 (-0.25%)
Markets
DIA-0.01%IWM-1.59%QQQ-1.73%SPY-0.61%VXX-0.60%IEF-0.33%GLD-1.21%USO+3.72%UUP+0.48%DIA-0.01%IWM-1.59%QQQ-1.73%SPY-0.61%VXX-0.60%IEF-0.33%GLD-1.21%USO+3.72%UUP+0.48%
Wires·
Standing by — markets watched, no fresh items.

GOOG

Alphabet Inc. Class CCommunicationnasdaq
Last close $381.63May 11, 2026
Day −1.33%

Everything we've seen

  1. ·May 12, 4:04 PMstreamnews

    The Race to $10 Trillion: Nvidia vs. Alphabet

    Artificial intelligence is creating trillions of dollars worth of value for America's largest companies.

  2. ·May 12, 4:04 PMstreamnews

    The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

    Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

  3. ·May 12, 4:04 PMstreamnews

    Cloud AI Today - CloudBolt Advances AI-Ready Cloud Management Platform

    CloudBolt Software has unveiled the latest version of its cloud management platform, emphasizing AI-ready operations, enhanced governance, and broader support for alternatives to VMware. This release highlights innovations that facilitate AI integration into cloud operations, allowing AI-assisted workflows to interact with cloud management functions through a governed framework. It also introduces more precise role-based access control and extends customization capabilities to cover...

  4. ·May 12, 4:04 PMstreamnews

    Why the World’s Hottest Stock Market Got Derailed by Talk of an AI Tax

    South Korea's KOSPI index took a tumble Monday as an official floated the idea of a giving excess AI profits to the country's citizens.

  5. ·May 12, 4:04 PMstreamnews

    PolyAI accelerates global momentum with senior leadership hires and expansion to Canada

    PolyAI, the leader in agentic AI for customer experience, today announced a wave of executive appointments and the opening of a new technology hub in Canada. The hires span engineering, marketing, and partnerships, strengthening PolyAI's bench as it scales to meet skyrocketing global demand for its platform.

  6. ·May 12, 4:04 PMstreamnews

    Affirm works with Google to make AI shopping payments clear and simple

    SAN FRANCISCO, May 12, 2026--AI is changing how people discover and decide what to buy. But those decisions can’t turn into purchases without a clear and trustworthy way to pay.

  7. ·May 12, 4:04 PMstreamnews

    Torc Appoints Tobias Wessels as Chief Financial Officer

    BLACKSBURG, Va., May 12, 2026--Torc Robotics today announced the appointment of Tobias Wessels as Chief Financial Officer. Wessels brings more than two decades of financial and operational leadership across autonomous vehicles, artificial intelligence, and deep-tech sectors, joining at a pivotal moment as Torc advances toward commercial deployment of Level 4 autonomous trucks on U.S. highways.

  8. ·May 12, 4:04 PMstreamnews

    Claude Grew 10x Faster Than ChatGPT In April — Is OpenAI Losing AI Power Users?

    Claude.ai surged 34% in April while ChatGPT traffic declined, raising questions about whether OpenAI is losing momentum among AI power users.

  9. ·May 12, 4:04 PMstreamnews

    Klarna's Flexible Payments Are Coming to Google Search and the Gemini App Within Google Pay

    NEW YORK, May 12, 2026--Klarna, the global digital bank and flexible payments provider, today announced it will bring its flexible payment options to Google’s Gemini app and Google Search, including AI Mode, via Google Pay in the U.S.

  10. ·May 12, 4:04 PMstreamnews

    Thomson Reuters Integrates CoCounsel Legal Into Anthropic's Claude Via MCP To Deliver Fiduciary-Grade, Citation-Grounded AI For Legal Workflows

    New MCP integration brings CoCounsel Legal into Claude workflows to help legal work meet fiduciary-grade standardsTORONTO, May 12, 2026 /CNW/ -- Thomson Reuters (TSX/Nasdaq: TRI), a global content and technology company,

  11. ·May 12, 4:04 PMstreamnews

    Google Rolls Out Googlebook Laptop

    https://blog.google/products-and-platforms/platforms/android/meet-googlebook/

  12. ·May 12, 4:04 PMstreamnews

    Micron Stock Surged 9x But History Suggests Caution.

    Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab

  13. ·May 12, 4:04 PMstreamnews

    Amazon Launches Its First Swiss Franc Bond

    Amazon launched its debut Swiss franc bond in a record six-part deal

  14. ·May 12, 4:04 PMstreamnews

    Sector Update: Energy Stocks Rise Premarket Tuesday

    Energy stocks were rising premarket Tuesday, with the State Street Energy Select Sector SPDR ETF (XL

  15. ·May 12, 4:04 PMstreamnews

    Get Paid 12% To Buy AVGO At A 30% Discount - Here's How

    Do you think AVGO stock is a good long-term bet at current levels? What about at a 30% discount at about $300 per share? If you think that is a steal and have some cash ready to go, here is a trade.

  16. ·May 12, 4:04 PMstreamnews

    Markets Are Not Ready For What Happens Next

    SPY is up 6 straight weeks on AI-led gains, but oil and key inflation data could spark volatility.

  17. ·May 12, 4:04 PMstreamnews

    D-Wave Quantum Revenue Plunges 81%. Why a Bookings Surge Is the Real Story.

    D-Wave Quantum CEO Alan Baratz previously has warned of ’lumpy’ revenue ahead of broad commercialization.

  18. ·May 12, 4:04 PMstreamnews

    Alphabet: Time To Take Some Chips Off The Table

    Alphabet Inc. Q1: 22% revenue growth, Cloud +63%, and margins up, but valuation looks stretched at 28x P/E. Click for this updated look at GOOG stock post earnings.

  19. ·May 12, 4:04 PMstreamnews

    Alphabet vs. Microsoft: What Recent Revenue Trends Reveal

    Net income margins and recent strategic moves set the stage for a closer look at how these tech giants are shaping their growth trajectories.

  20. ·May 12, 4:04 PMstreamnews

    Alphabet Warns of AI-Fueled Cyberattack Risks

    The incident points to rising demand for AI security and enterprise cyber defense tools.

  21. ·May 12, 4:04 PMstreamnews

    Nvidia Dominated The First AI ETF Boom — Alphabet May Shape The Next

    Alphabet's AI rally is boosting ETFs with heavy Google exposure as investors look beyond Nvidia-led chip funds toward broader AI plays.

  22. ·May 12, 4:04 PMstreamnews

    Papa Johns is the latest chain to test drone delivery

    The pizza chain partnered with Alphabet’s Wing, building on its existing work with Alphabet's Google Cloud

  23. ·May 12, 4:04 PMstreamnews

    Isomorphic Labs secures $2.1 Billion funding to scale its AI drug design engine

    Isomorphic Labs, an AI-first drug design and development company, today announced it has raised $2.1 Billion in Series B funding. This latest round of investment will accelerate the company's evolution from pioneering novel AI models to applying them at scale.

  24. ·May 12, 4:04 PMstreamnews

    Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

    A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today, just three companies (Alphabet, Amazon, and Meta) account for approximately 70% of the increase in earnings expectations for calendar year 2026, ... Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations

  25. ·May 12, 4:04 PMstreamnews

    What's Going On With Affirm Stock Today?

    Affirm Holdings partnered with Google to integrate its buy now, pay later options into Google Search and the Gemini app as AI-driven shopping expands.

  26. ·May 12, 4:04 PMstreamnews

    Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

    Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target to $500 from $475 while maintaining a Buy rating. Broadcom (NASDAQ:AVGO) was framed in Citi’s note as an earnings preview call, with the firm pointing to stronger AI demand driving the April quarter modestly above ... Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

  27. ·May 12, 4:04 PMstreamnews

    Google at 52-Week High: Buy, Sell or Hold?

    At $395.30, Google (NASDAQ:GOOG) is a hold. The stock is pressed against its $397.28 52-week high after a strong rally, and consensus price targets have caught down to spot rather than the other way around. Alphabet’s Class C shares have rallied 159.59% over the past year on an AI narrative with hard numbers: Cloud growing ... Google at 52-Week High: Buy, Sell or Hold?

  28. ·May 12, 4:04 PMstreamnews

    Google-backed Isomorphic raises $2.1 billion to scale AI-driven drug discovery

    Isomorphic Labs, an artificial intelligence-driven drug discovery company, said on Wednesday it has raised $2.1 billion in ‌its latest funding round led by existing investor Thrive ‌Capital. The funding round, completed at an undisclosed valuation, also included other existing investors, Google ​Ventures and Alphabet, along with new backers MGX, Temasek and CapitalG. "This capital injection allows us to build out our drug design engine at scale, ⁠driving us forward in our mission to solve all diseases," said founder and CEO Demis Hassabis.

  29. ·May 12, 4:04 PMstreamnews

    Hedge Fund Bets Big on Minerals Stock, According to Recent SEC Filing

    This royalty-based firm generates revenue from leasing mineral rights and direct soda ash production across key U.S. basins.

  30. ·May 12, 4:04 PMstreamnews

    Shopify's AI Channels Are Booming: What They Mean for the Stock

    AI-driven traffic to SHOP stores surges 8x and AI orders nearly 13X in Q1 2026, as Sidekick and big AI integrations fuel growth.

  31. ·May 12, 4:04 PMstreamnews

    Top Midday Stories: April CPI Rises 3.8% YoY, Highest Level Since May 2023; EBay Board Rejects GameStop's Acquisition Proposal

    All three major US stock indexes were down in late-morning trading after April inflation data came i

  32. ·May 12, 4:04 PMstreamnews

    Google, SpaceX in talks to explore data centers in orbit, WSJ reports

    Alphabet's Google is in talks with Elon Musk's SpaceX for a rocket launch deal as the ‌search giant looks to put orbital data centers in ‌space, the Wall Street Journal reported on Tuesday, citing people familiar with the discussions. Google ​is also in discussions about a potential deal with other rocket-launch companies, the report said. SpaceX and Google did not immediately respond to Reuters' requests for comments.

  33. ·May 12, 4:04 PMstreamnews

    Reddit May Benefit From Google AI Search Changes, RBC Says

    Reddit's (RDDT) renewal of its content licensing deal with Alphabet's (GOOG) Google isn't due until

  34. ·May 12, 4:04 PMstreamnews

    Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

    On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

  35. ·May 12, 4:04 PMstreamnews

    Isomorphic Labs raises $2.1 billion Series B for AI drug discovery

    The Alphabet spinout plans to use the capital to expand its drug pipeline and push candidates toward clinical trials by the end of 2026

  36. ·May 12, 4:04 PMstreamnews

    PacketFabric Expands Leadership and Go-to-Market Teams to Accelerate Growth in AI Infrastructure and On-Demand Connectivity

    PacketFabric, the leading Network-as-a-Service (NaaS) platform, today announced a significant expansion of its leadership, sales, and engineering teams as the company scales to meet accelerating demand for AI infrastructure and high-performance connectivity.

  37. ·May 12, 4:04 PMstreamnews

    Likely to see swift revision lower in semi-AI trade, says BTIG's Jonathan Krinsky

    BTIG’s Jonathan Krinsky joins 'Closing Bell' to discuss the technical indicators affecting markets.

  38. ·May 12, 4:04 PMstreamnews

    U.S.-Saudi Business Council Unveils Powerhouse Board of Directors to Accelerate Bilateral Economic Growth

    The U.S.–Saudi Business Council (USSBC) today announced the appointment of its significantly expanded and reconstituted Board of Directors, featuring an unprecedented lineup of global industry leaders. This strategic move underscores the Council's revitalized mission to deepen and diversify economic ties between the United States and Saudi Arabia by leveraging expertise from critical sectors shaping the global economy.

  39. ·May 12, 4:04 PMstreamnews

    SpaceX, Google in orbital data center talks: Report

    Alphabet's Google and SpaceX are in advanced discussions over to launch data centers in space, the Wall Street Journal reported on Tuesday.

  40. ·May 12, 4:04 PMstreamnews

    Veritone Q1 Earnings Call Highlights

    Veritone (NASDAQ:VERI) reported lower first-quarter revenue but reaffirmed its full-year 2026 outlook, citing growing demand for its AI training data services, public sector software and recently expanded relationships with major technology companies. On the company’s first-quarter earnings call, P

  41. ·May 12, 4:04 PMstreamnews

    Google, SpaceX in talks to launch orbital data centers

    A launch deal would make the two companies partners as they prepare to compete on orbital data centers, an unproven technology SpaceX is pitching to IPO investors

  42. ·May 12, 4:04 PMstreamnews

    Report: Google and SpaceX in talks to put data centers into orbit

    Google and SpaceX are in talks to build data centers in orbit, pitching space as the future home for AI compute, even as costs today remain far higher than on the ground.

  43. ·May 12, 4:04 PMstreamnews

    Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

    At $390, Alphabet (NASDAQ:GOOGL) finally earned its place alongside Nvidia (NASDAQ:NVDA) in the AI conversation is now trading its fortress balance sheet for the right to spend like a utility. Alphabet has the rare full stack. Search and YouTube remain two of the most-visited destinations online. Cloud is compounding at 63% growth on $20.03 billion in quarterly ... Google Was the Next Nvidia All Along, but It Might Be Making a Big Mistake

  44. ·May 12, 4:04 PMstreamnews

    First Eagle Investment Reduces Stake in Taiwan Semiconductor Manufacturing Co Ltd by 34.29%

    Insightful Moves in First Eagle Investment (Trades, Portfolio)'s First Quarter 2026 13F Filing

  45. ·May 12, 4:04 PMstreamnews

    Amazon.com, Inc. (AMZN): A Top Tech Stock in Louis Navellier’s Eyeing Swiss Debt for AI Spending

    Amazon.com (NASDAQ:AMZN) is one of the top tech stocks in Louis Navellier’s portfolio. On May 11, Bloomberg reported Amazon.com (NASDAQ:AMZN) plans to issue Swiss franc bonds to fund artificial intelligence spending. The tech giant has reportedly engaged the services of BNP Paribas, Deutsche Bank, and JPMorgan Chase as it considers a six-part Swiss franc bond […]

  46. ·May 12, 4:04 PMstreamnews

    SEALSQ Corp (LAES) Files Patent Eyeing Post-Quantum Cryptography (PQC) Opportunities

    SEALSQ Corp (NASDAQ:LAES) is one of the best young technology stocks to buy now. On April 28, SEALSQ Corp (NASDAQ:LAES) filed a new patent application for an innovative protection technique against side-channel attacks on cryptographic algorithms. The invention covered in the patent underscores SEALSQ’s focus on advancing the state-of-the-art PQC hardware security. The patent details […]

  47. ·May 12, 4:04 PMstreamnews

    Will Cerebras Soar After Its IPO This Week? History Offers a Compelling Answer.

    Cerebras' IPO is expected to happen on Thursday, May 14.

  48. ·May 12, 4:04 PMstreamnews

    Asbury Stock Is Down 17%. One Fund Just Increased Its Bet by Millions

    Asbury Automotive Group runs a national dealership network, earning revenue from auto sales and high-margin after-sales services.

  49. ·May 12, 4:04 PMstreamnews

    Alphabet SpaceX Talks Put Orbital Data Centers And Valuation In Focus

    Alphabet and SpaceX are reported to be in advanced talks to launch Google data centers into orbit. The potential partnership would combine Alphabet's cloud and AI capabilities with SpaceX's satellite launch and Starlink infrastructure. The move would aim to create space based data centers that could support global connectivity and new types of cloud services. For investors watching Alphabet (NasdaqGS:GOOGL), this potential partnership comes at a time when the stock trades at $388.64 and has...

  50. ·May 12, 4:04 PMstreamnews

    Prediction: Nvidia Will Outperform Alphabet and Amazon Combined Over the Next 3 Years

    The chipmaker has a strong market opportunity in the near future.

  51. ?May 12, 12:04 PMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 2: close $384.42 > MA150 $310.11 (+24.0%), MA rising, 3.5% off 52w high, vol 0.01× avg

  52. ?May 12, 12:04 PMdecisionconsidered

    Agent I — Immutable — considered

    Stage 2: close $384.42 > MA150 $310.11 (+24.0%), MA rising, 3.5% off 52w high, vol 0.01× avg