The Ledger

Everything we've seen

1. ·May 12, 3:00 PMstreamnews

   Update: Market Chatter: Meta Platforms Sued by California County Over Alleged Scam Ad Profits

   (Updates with Meta's comment in 3rd to 5th paragraph) Meta Platforms (META) is being sued by Sant

2. ·May 12, 3:00 PMstreamnews

   Jennifer Smith, Scribe CEO: A Fortt Knox Update

   Jon Fortt interviews Scribe CEO Jennifer Smith, who just crossed $100M ARR with 6M users and 94% of the Fortune 500. Smith argues enterprises have spent billions on AI agents with little ROI because the institutional know-how lives in employees' heads, not in models. Scribe captures workflows, not personal data, so companies can map current processes and quantify the ROI of automating them instead of guessing.

3. ·May 12, 3:00 PMstreamnews

   Meta: Reiterating Strong Buy After The Post-Earnings Drawdown

   Meta stock is a Strong Buy: Q1 double beat, AI-driven ad growth, disciplined spend despite higher CapEx, and cheap valuation. See more on META stock.

4. ·May 12, 3:00 PMstreamnews

   EU targets social media to protect children, von der Leyen says

   The European Union is working on regulations to reign in on social media's business models to protect children and youth, European Commission's President Ursula von der Leyen said on Tuesday. ...

5. ·May 12, 3:00 PMstreamnews

   Italian regulator can ask Meta to compensate publishers, EU top court says

   Italy's regulator AGCOM can ask Meta Platforms to compensate publishers for using snippets of their news articles, Europe's top court said on Tuesday.The Court's positionThe court finds that a...

6. ·May 12, 3:00 PMstreamnews

   Entergy Shareholders Back Board as CEO Highlights Data Center Demand, Grid Investments

   Entergy (NYSE:ETR) shareholders elected the company’s director nominees, ratified Deloitte & Touche as its independent registered public accountant for 2026 and approved an advisory vote on named executive officer compensation at the utility’s 2026 annual meeting. The meeting, led by Chair and

7. ·May 12, 3:00 PMstreamnews

   Meta’s AI crisis deepens: Inside the fight against Mark Zuckerberg

   Meta Platforms, Inc. is facing a major escalation in its legal battles over artificial intelligence. A new class-action lawsuit was filed in the Southern District of New York, and several writers have come together alleging unauthorized use of copyrighted books. This legal action comes just months ...

8. ·May 12, 3:00 PMstreamnews

   EU to crack down on TikTok, Instagram's ‘addictive design’ targeting kids on social media

   "We are investigating platforms that allow children to go down "rabbit holes" of harmful content," EU Commission President Ursula von der Leyen said Tuesday.

9. ·May 12, 3:00 PMstreamnews

   Meta Faces Fresh Controversy Over Facebook Scam Ads Exploiting Elderly Americans With Fake Trump, Oprah Videos

   New report alleges Meta allowed Medicare scam ads targeting seniors to spread widely across Facebook.

10. ·May 12, 3:00 PMstreamnews

    Amazon Kicks Off Debut Swiss Franc Bond Sale in Record Six Parts

    (Bloomberg) -- Amazon.com Inc. has begun the sale of its first Swiss franc bonds as it looks to raise a record six-part deal in the currency.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’The company is selling debt due in three, six, nine, 12, 18 and 25-years, according to a person f

11. ·May 12, 3:00 PMstreamnews

    CGVV: An Interesting, New Value ETF Worth Watching

    Capital Group US Large Value ETF: concentrated U.S. large-cap value fund beating VOO YTD. Read here for an investment analysis of CCGV ETF.

12. ·May 12, 3:00 PMstreamnews

    1 Stat That Shows How Tech Absolutely Dominates the Stock Market

    The tech sector has a record-high market cap of over $23 trillion, a 37% weighting in the S&P 500, the largest percentage ever.

13. ·May 12, 3:00 PMstreamnews

    Bulls and bears both believe this could be 1999 all over again. Embrace it or dump your tech stocks?

    We are not guaranteed a close rerun of the 1999-2000 extremes. Just because things got crazier then doesn't mean that's ahead of us.

14. ·May 12, 3:00 PMstreamnews

    Peace top priority for Trump-Xi meeting, says former advisor

    Corey Lewandowski, Former Senior Advisor and Campaign Manager to President Trump discusses the U.S. President's visit to China, the importance of critical minerals in the negotiations, and President Xi's influence over U.S. Iran peace talks.

15. ·May 12, 3:00 PMstreamnews

    Meta loses court fight over compensation to Italian publishers

    Meta Platforms on Tuesday lost its fight against an ‌Italian regulatory order that it should compensate ‌publishers for using snippets of their news articles after Europe's top ​court sided with the Italian telecoms watchdog. The case underscores the ongoing copyright battle between publishers and creators and tech companies over the use of newspaper articles or ‌authors' work for ⁠AI training that have triggered litigation against companies including Meta, OpenAI and Anthropic for ⁠infringement. "The Court finds that a right to fair compensation for publishers is consistent with EU law, provided that ​that remuneration ​constitutes consideration for authorising ​their publications to be ‌used online," said the Luxembourg-based Court of Justice of the European Union (CJEU).

16. ·May 12, 3:00 PMstreamnews

    Meta Platforms (META) Seen Benefiting From AI Push, but Costs Stay in Focus

    Analysts have recently become more bullish on Meta Platform’s AI opportunity, entitling the stock to third place on our list of 12 AI Stocks Wall Street Is Watching Now. On May 5, Mizuho analyst Lloyd Walmsley lowered the price target on the stock to $835.00 (from $850.00) while maintaining an Outperform rating. While the firm is […]

17. ·May 12, 3:00 PMstreamnews

    ISS recommends Meta shareholders to withhold vote on management proposal to elect director Mark Zuckerberg

    Proxy advisor ISS: Proxy advisor ISS recommends Meta shareholders vote for shareholder proposal on advisory vote to ratify named executive officers' compensation Proxy advisor ISS recommends...

18. ·May 12, 3:00 PMstreamnews

    Trump's China trip, Nadella's testimony, GM layoffs and more in Morning Squawk

    Here are five key things investors need to know to start the trading day.

19. ·May 12, 3:00 PMstreamnews

    China Earns $500 Million an Hour From Exports Supercharged by AI

    (Bloomberg) -- The US and Chinese economies may still be on their way to decoupling but both are drawing strength from the same source.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexModi Asks Indians to Stop Buying Gold, Hitting Jewelry StocksJust as an AI-driven boom in business investment bolstered US economic growth at the start of this yea

20. ·May 12, 3:00 PMstreamnews

    TikTok challenges EU 'gatekeeper' status at Europe's top court

    Bytedance's social media platform TikTok on Tuesday made a last- ditch attempt at Europe's top court to scrap its ‌designation as a "gatekeeper" under EU rules, which require it to meet tougher standards ‌as regulators seek to curb the power of Big Tech. The case--the first EU Digital Markets Act "gatekeeper" challenge heard by ​the EU Court of Justice--could bolster or weaken Europe's attempt to rein in Big Tech to ensure competition and more choice for users.

21. ·May 12, 3:00 PMstreamnews

    Why Is Broadcom Stock Falling On Tuesday?

    Broadcom (AVGO) stock falls Tuesday amid a Nasdaq pullback. Learn how $35B financing talks and Goldman Sachs' "agentic AI" outlook impact shares.

22. ·May 12, 3:00 PMstreamnews

    CHY: Some AI Exposure And A Better Fund Than Most Bond Funds

    The Calamos Convertible & High Income Fund offers a 9.35% yield, blending convertible bonds and high-yield corporates for both income and capital appreciation. Read the full analysis here.

23. ·May 12, 3:00 PMstreamnews

    New coalition launches to advance and scale optical connections for AI data centers

    3M (NYSE: MMM) today announced it has joined a group of leading technology companies to establish a new multi-source agreement (MSA) focused on advancing open, interoperable specifications for expanded beam optical (EBO) connectivity in AI infrastructure. Expanded beam optical technology is increasingly seen as a critical enabler for AI infrastructure, offering advantages in reliability, ease of maintenance, and performance in high-density environments. As hyperscale and enterprise AI deployment

24. ·May 12, 3:00 PMstreamnews

    Meta Platforms Rolling Out Additional Measures For Parents To Understand Their Teenagers Instagram Algorithms

    https://about.fb.com/news/2026/05/new-supervision-tools-parents-insights-teens-algorithm/

25. ·May 12, 3:00 PMstreamnews

    Circle Internet Group Posts Q1 Earnings Beat, Guidance Doesn't Include Arc Token Presale Impact

    Circle Internet Group shares tanked after upbeat Q1 earnings. Company launches new agentic product suite, announces Arc token presale.

26. ·May 12, 3:00 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

27. ·May 12, 3:00 PMstreamnews

    Meta loses key legal fight over publisher payments in Europe

    Top court backs Italian publisher compensation framework

28. ·May 12, 3:00 PMstreamnews

    Does AMD Still Have Room to Climb After Blowout Q1 Earnings?

    AMD's strong Q1 results and expanding AI portfolio are fueling optimism for further upside in AI servers and data centers.

29. ·May 12, 3:00 PMstreamnews

    MetLife and Global Citizen Launch "Footwork for Futures" Social Media Challenge to Help Expand Access to Education and Sports

    NEW YORK, May 12, 2026--Today, MetLife and Global Citizen announced Footwork for Futures, a global soccer-themed social media challenge that supports children’s access to quality education and sports to foster more confident and resilient communities.

30. ·May 12, 3:00 PMstreamnews

    3M Expands AI Data Center Push With New Optical Connectivity Partnership

    3M joins a new initiative to develop open AI data center connectivity standards, MMM stock trades lower Tuesday.

31. ·May 12, 3:00 PMstreamnews

    7 Numbers That Should Make Investors Cautious

    We highlight seven 'off the radar' numbers that should give prudent investors pause about current trading levels of the markets. Read the full analysis here.

32. ·May 12, 3:00 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

33. ·May 12, 3:00 PMstreamnews

    Amazon Launches Its First Swiss Franc Bond

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

34. ·May 12, 3:00 PMstreamnews

    This Will Be Nvidia’s Stock Price This Year

    Our NVIDIA (NASDAQ:NVDA) call comes at a moment when the AI infrastructure trade is reaccelerating after a choppy first quarter. NVDA has rallied 8.44% in the past week and 18.19% over the past month, putting it within striking distance of its 52-week high of $217.80. The 24/7 Wall St. price target for NVIDIA is $241.91, ... This Will Be Nvidia’s Stock Price This Year

35. ·May 12, 3:00 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.

36. ·May 12, 3:00 PMstreamnews

    Meta's Scam Ad Lawsuit Adds Fresh Risk for Investors

    Santa Clara County says the company profited from fraudulent ads targeting seniors and families.

37. ·May 12, 3:00 PMstreamnews

    3 Quality Compounders Worth Your Attention

    Quality compounders are flywheels. Said differently, they’re businesses that generate heaps of profits and consistently reinvest them to produce even more profits. Rinse and repeat.

38. ·May 12, 3:00 PMstreamnews

    Advanced Micro Devices vs. Nvidia: What Scale and Trajectories in Their Revenue Tell Investors

    Quarterly filings reveal Nvidia's revenue base and profit margins far outpace AMD's, with both companies posting notable product launches in early 2026.

39. ·May 12, 3:00 PMstreamnews

    Jim Cramer Said 'Smell' — AI Stocks Heard 'Sell'

    Jim Cramer said he could "smell the reversal day." Unfortunately, he was right this time.

40. ·May 12, 3:00 PMstreamnews

    Here's What Elon Musk Could Discuss In China As He Joins Trump's State Visit

    Tesla CEO Elon Musk will be among a group of business leaders joining President Donald Trump's state visit to China.

41. ·May 12, 3:00 PMstreamnews

    Meta offers rival AI chatbots free access to WhatsApp for a month

    Meta Platforms has offered to give rival AI chatbots free access to its social messaging service WhatsApp for a month while it discusses commitments with EU antitrust regulators to address their...

42. ·May 12, 3:00 PMstreamnews

    'Meta offers rival AI chatbots free access to WhatsApp for a month' - Reuters

    https://www.reuters.com/sustainability/boards-policy-regulation/meta-offers-rival-ai-chatbots-free-access-whatsapp-month-2026-05-12/

43. ·May 12, 3:00 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

44. ·May 12, 3:00 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

45. ·May 12, 3:00 PMstreamnews

    Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says

    Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr

46. ·May 12, 3:00 PMstreamnews

    Trump invited only 2 women executives on his first trip to China in nearly a decade — an increase from last time

    The last time President Trump visited China, he took an even larger delegation, but didn’t invite a single woman.

47. ·May 12, 3:00 PMstreamnews

    Oklo Earnings Due. This Is What Matters For The Nuclear Startup.

    Oklo prepares to report earnings for the first quarter late Tuesday. Intraday, Oklo stock tumbled near a key level with nuclear stocks broadly lower. Actual Oklo earnings will take a backseat when the company reports.

48. ·May 12, 3:00 PMstreamnews

    DESRI and Meta Announce 850 MW of PPAs, with Partnership Totaling 2.5+ GW Across Nine States

    DESRI, a leading renewable energy producer in the U.S., and Meta today announced the signing of 850 megawatts (MW) of new power purchase agreements (PPAs) in 2026. These include: 500 MW in Oklahoma; 200 MW in Texas and 150 MW in Mississippi. To date, DESRI and Meta have contracted approximately 2,575 MW of solar and battery storage projects across nine states to support Meta's efforts to add new generation to the grid.

49. ·May 12, 3:00 PMstreamnews

    Elon Musk To Join Trump On China State Visit. Tesla Stock Sinks.

    Tesla CEO Elon Musk will be among a group of business leaders joining President Donald Trump's state visit to China.

50. ·May 12, 3:00 PMstreamnews

    Oracle Set to Post Strong Results Amid Tech Infrastructure Spending, Oppenheimer Says

    Oracle's (ORCL) fiscal fourth-quarter results are likely to benefit from robust spending on technolo

51. ?May 12, 2:09 PMdecisionconsidered

    Agent IX — Bear Equity — considered

    Stage 4: close $599.33 < MA150 $648.71 (-7.6%), MA falling, 24.7% off 52w high, vol 0.04× avg

52. ✓May 12, 11:25 AMdecisionacted

    Agent II — Adaptive — entry

    Stage 4: close $598.71 < MA150 $649.49 (-7.8%), MA falling, 24.8% off 52w high, vol 0.06× avg

53. ✓May 12, 11:25 AMdecisionacted

    Agent I — Immutable — entry

    Stage 4: close $598.71 < MA150 $649.49 (-7.8%), MA falling, 24.8% off 52w high, vol 0.06× avg

54. ?May 12, 12:54 AMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 4: close $598.71 < MA150 $649.49 (-7.8%), MA falling, 24.8% off 52w high, vol 0.06× avg

55. ?May 12, 12:54 AMdecisionconsidered

    Agent I — Immutable — considered

    Stage 4: close $598.71 < MA150 $649.49 (-7.8%), MA falling, 24.8% off 52w high, vol 0.06× avg

56. ?May 11, 6:38 PMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 4: close $598.71 < MA150 $649.49 (-7.8%), MA falling, 24.8% off 52w high, vol 0.06× avg

57. ?May 11, 6:38 PMdecisionconsidered

    Agent I — Immutable — considered

    Stage 4: close $598.71 < MA150 $649.49 (-7.8%), MA falling, 24.8% off 52w high, vol 0.06× avg

58. ?May 11, 6:38 PMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 4: close $598.71 < MA150 $649.49 (-7.8%), MA falling, 24.8% off 52w high, vol 0.06× avg

59. ?May 11, 6:38 PMdecisionconsidered

    Agent I — Immutable — considered

    Stage 4: close $598.71 < MA150 $649.49 (-7.8%), MA falling, 24.8% off 52w high, vol 0.06× avg

60. ❖May 11, 3:53 PMnewsvia finnhub

    Sector Update: Tech Stocks Rise Late Afternoon

    Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

61. ❖May 11, 3:24 PMnewsvia finnhub

    Meta Sued by California County Over ‘Scam’ Advertisements

    (Bloomberg) -- Meta Platforms Inc. was sued by Santa Clara County, California, over allegations that the company “knowingly facilitates and profits from billions of scam advertisements” on its social networks, including Facebook and Instagram. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold, Hitting J

62. ❖May 11, 2:50 PMnewsvia finnhub

    Nearly 40% of Trump’s China CEO Delegation Have Crypto Ties

    Trump heads to Beijing with Musk, Cook, and Fink leading a 17-CEO delegation, where roughly 40% have crypto ties.

63. ❖May 11, 1:53 PMnewsvia finnhub

    Santa Clara County sues Meta over Facebook scam ads

    The lawsuit alleges Meta tolerated fraudulent advertising and placed internal limits on anti-scam efforts to protect revenue

64. ❖May 11, 1:52 PMnewsvia finnhub

    By the numbers: Corporate profits haven't been this smoking hot in years

    It has been a wow earnings season.

65. ❖May 11, 1:45 PMnewsvia finnhub

    Circle CEO says AI-fueled layoffs are only the tip of the iceberg

    Circle CEO Jeremy Allaire takes us inside his better-than-expected first quarter and the outlook for jobs.

66. ❖May 11, 1:38 PMnewsvia finnhub

    Musk, Cook Set to Join Trump for Xi Summit, White House Says

    (Bloomberg) -- The White House is inviting Tesla Inc.’s Elon Musk, Apple Inc.’s Tim Cook, Boeing Co.’s Kelly Ortberg and executives from other large companies to accompany President Donald Trump on his trip to China this week, according to an official. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold,

67. ❖May 11, 12:50 PMnewsvia finnhub

    As You Sow Files an Exempt Solicitation Statement with the Securities and Exchange Commission

    On May 11, 2026, As You Sow, Presbyterian Life & Witness, Presbyterian Church , Portico Benefit Services, and Adrian Dominican Sisters, have filed an Exempt solicitation statement with the Securities...

68. ❖May 11, 12:23 PMnewsvia finnhub

    Meta Platforms Taps Space Solar To Power Long Term AI Buildout

    Meta Platforms (NasdaqGS:META) has signed a first-of-its-kind partnership with Overview Energy to tap orbital space solar energy for future AI data centers. The agreement is designed to supply around-the-clock clean power beamed from satellites directly to Meta's planned infrastructure. The move targets long term energy needs, cost visibility, and ESG considerations as AI and cloud computing demand more electricity. For investors watching AI and cloud build outs, Meta sits at the junction...

69. ❖May 11, 12:21 PMnewsvia finnhub

    Apple delivers surprise win in Big Tech’s AI spending war

    Apple (AAPL) is spending much of the artificial intelligence boom looking like the company that missed the memo. Apple took a more cautious approach as Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), and Meta Platforms (META) rushed to construct larger data centers, purchase more CPUs, and ...

70. ❖May 11, 11:34 AMnewsvia finnhub

    Meta, DoorDash Could Help Drive Stablecoins to $4 Trillion, Bitwise Investment Chief Says

    Meta Platforms Inc. (NASDAQ:META), DoorDash Inc. (NASDAQ:DASH) and other large tech companies will drive stablecoins to a $4 trillion market and bring millions into the cryptocurrency space, Bitwise investment chief Matt Hougan says. Meta is testing stablecoin payments to creators...

71. ❖May 11, 11:21 AMnewsvia finnhub

    Everyone Wants What CoreWeave (CRWV) Has, Says Newsletter

    CoreWeave, Inc. (NASDAQ:CRWV) is one of the 14 Stocks That Will Skyrocket. This stock is part of Alex Green’s list of “secret picks.” In fact, he goes as far as to call it an AI “Superstock.” To back up the claim, Green touts the firm as having agreements with OpenAI, Meta, NVIDIA, and other technology […]

72. ❖May 11, 11:15 AMnewsvia finnhub

    Digital Advertising Industry Snapshot Q1 2026

    Digital advertising industry saw a material growth acceleration in 1Q’26 as it increased by 22.1% YoY. Read more here.

73. ❖May 11, 11:10 AMnewsvia finnhub

    California county sues Meta over scam ads

    California's Santa Clara County has sued Meta Platforms, alleging it has profited from Facebook and Instagram ads promoting scams in violation of California's false advertising and unfair business ‌practices laws. The lawsuit – filed Monday in Santa Clara County Superior Court on behalf of all California residents – ‌accuses the social media giant of tolerating fraudulent advertising on a global basis. The suit seeks restitution, civil damages and an order prohibiting ​Meta from engaging in unfair business practices.

74. ❖May 11, 10:53 AMnewsvia finnhub

    Nvidia CEO Huang not going to China during Trump visit, source says

    Nvidia CEO Jensen Huang is not going to Beijing ‌during President Donald Trump's trip to China ‌this week, a person familiar with the matter said on Monday. Huang ​was not invited, the source said, with the White House focusing more on agriculture and commercial aviation matters, such as orders for Boeing planes, on the ‌current trip. A number of CEOs ⁠were expected to travel with Trump to help drum up business for U.S. companies, a top priority ​for his ​administration.

75. ❖May 11, 10:00 AMnewsvia finnhub

    Ciridae Raises $20 Million Led by Accel to Bring AI Transformation to Real Economy Businesses

    SAN FRANCISCO, May 11, 2026--Ciridae, the AI transformation firm building operating systems for real economy businesses, today announced it has raised $20 million in seed funding led by Accel, with participation from Andreessen Horowitz, General Catalyst, Sunflower Capital, and Backcountry Ventures. Founded by CEO Jack Soslow, former partner at Andreessen Horowitz and data scientist at Meta, and CTO Jack Weissenberger, former engineering team leader at Salesforce and Head of ML at Teneyx, Cirida

76. ❖May 11, 9:33 AMnewsvia finnhub

    Alphabet Could Pass Nvidia As World’s Most Valuable Company

    NVIDIA (NASDAQ: NVDA) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion. However, Nvidia’s market cap is up 16% this year. Alphabet’s is up 26%. And, Nvidia’s stock has jumped around recently, with a sell-off in early May. What ... Alphabet Could Pass Nvidia As World’s Most Valuable Company

77. ❖May 11, 9:15 AMnewsvia finnhub

    Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears?

    Wall Street is nervous about hyperscaler capex. The combined capex of Amazon, Microsoft, Alphabet, and Meta was over $200B in 2024. Two years later it is on track to approach $700B.

78. ❖May 11, 9:06 AMnewsvia finnhub

    Micron Benefits From Samsung Trouble; Buying Mania Hampered by Rising Oil

    Semi Mania Please click here for an enlarged chart of Micron Technology Inc

79. ❖May 11, 9:05 AMnewsvia finnhub

    Smooth Commerce Appoints Jeff Mirmelstein as Chief Revenue Officer to Accelerate Enterprise Growth

    Former Grubhub Executive Brings Proven Sales Leadership to Leading Restaurant Technology Platform CHICAGO, IL / ACCESS Newswire / May 11, 2026 /Smooth Commerce, the restaurant technology company powering direct digital ordering, mobile apps, and loyalty ...

80. ❖May 11, 8:54 AMnewsvia finnhub

    Why Market is Wrong About Meta Platforms (META)

    We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Meta Platforms, Inc. (NASDAQ:META) ranks #9 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $197,069,302 Mark Zuckerberg is showing no signs of slowing down AI spending, even when Meta reacts negatively to CapEX hikes, because he can see […]

81. ❖May 11, 8:42 AMnewsvia finnhub

    Berger Montague PC Investigates Meta Platforms, Inc.'s Board of Directors for Breach of Fiduciary Duty (META)

    National plaintiffs' law firm Berger Montague PC advises shareholders of Meta Platforms, Inc. about an investigation into Meta's Board of Directors for potential breaches of fiduciary duties owed...

82. ❖May 11, 8:28 AMnewsvia finnhub

    Why These 3 High-Flying Memory & Storage Stocks Will Rise Further

    AI hyperscaler spending is driving soaring demand for memory and storage chips, boosting MU, WDC and SNDK prospects.

83. ❖May 11, 8:09 AMnewsvia finnhub

    Why Silver, Power And Chemicals Will Be The Next Micron Trade, Top AI Expert Says

    Wall Street has rarely been louder with bubble warnings on the AI trade after the parabolic moves we’ve recently seen in semiconductors like Micron Technologies Inc. (NASDAQ:MU

84. ❖May 11, 7:54 AMnewsvia finnhub

    Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit

    Trump invited Tesla's Elon Musk, Apple's Tim Cook and Blackrock's Larry Fink to join his China trip for talks with Xi Jinping on trade, AI and geopolitics.

85. ❖May 11, 7:19 AMnewsvia finnhub

    The 'Buzz Lightyear' Market: Why Wall Street Thinks S&P 500 Earnings Will Grow 'To Infinity And Beyond'

    Ed Yardeni&#39;s &#34;Buzz Lightyear&#34; theory says AI capex will pull S&amp;P 500 earnings &#34;to infinity and beyond.&#34; Polymarket traders mostly agree.

86. ❖May 11, 7:16 AMnewsvia finnhub

    This AI Stock Is Now Worth More Than Tesla, Meta And Walmart

    The $2 trillion-market-value club just got bigger. And it's not Tesla, Meta Platforms or Walmart.

87. ❖May 11, 6:50 AMnewsvia finnhub

    Hassett says AI isn't costing anybody their job right now — but tech layoffs keep coming

    Tech companies have continued to announce layoffs tied to AI, including recent cuts from Amazon, Meta and Oracle.

88. ❖May 11, 5:47 AMnewsvia finnhub

    Broadcom Turns To Private Credit For Record $35 Billion Financing

    Broadcom (AVGO) stock stays in focus amid talks for a record $35 billion AI financing deal with Blackstone and Apollo. See how agentic AI demand and a $18B OpenAI hurdle are shaping Broadcom&#39;s path to new highs.

89. ❖May 11, 5:30 AMnewsvia finnhub

    Micron Exploded From $97 To $747: Here's Why It's Likely Not Over 'Yet'

    Micron (MU) rides a memory chip super-cycle from AI demand and shortages—EPS set to surge and valuation stays low.

90. ❖May 11, 5:04 AMnewsvia finnhub

    Amazon Prepares to Issue Its First Swiss Franc Bond in AI Push

    (Bloomberg) -- Amazon.com, Inc. is preparing to issue Swiss franc bonds for the first time, as Big Tech hyperscalers turn to new debt markets to fund artificial intelligence spending.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

91. ❖May 11, 4:24 AMnewsvia finnhub

    Why AI demand is pushing data centers to the edge of Europe

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92. ❖May 11, 4:11 AMnewsvia finnhub

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93. ❖May 11, 4:00 AMnewsvia finnhub

    Tesla's Invisible Moat: The Most Elegant Physical AI Training Program Ever Built

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94. ❖May 11, 3:29 AMnewsvia finnhub

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95. ❖May 11, 2:53 AMnewsvia finnhub

    Circle CEO on Q1 results: USDC accounts for about 80% of dollar digital currency transactions

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96. ❖May 11, 2:11 AMnewsvia finnhub

    Nebius Q1 Preview: The $18B Question

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97. ❖May 11, 12:22 AMnewsvia finnhub

    Ambani's Jio Platforms IPO pivots to pure fundraising, no investor exits, sources say

    Indian billionaire Mukesh Ambani's Reliance Jio Platforms has shifted its planned Mumbai IPO to a pure fundraising exercise, abandoning earlier plans ‌that would have allowed major foreign investors to sell some of their shares, two sources said ‌on Monday. Jio Platforms, which owns the world's second-largest telecom company by users after China Mobile, counts Meta, Alphabet's Google and Vista Equity ​Partners among its investors. Its initial public offering has been long-awaited and could be India's largest ever.

98. ❖May 11, 12:19 AMnewsvia finnhub

    Broadcom Weighs Record Private Credit To Extend AI Chip Lead

    Broadcom (NasdaqGS:AVGO) is reportedly in advanced talks with private credit firms, including Apollo Global Management and Blackstone. The company is seeking a record $35b to $55b financing package to support AI chip development and long term supply agreements. The funding would back Broadcom's custom AI chip commitments with major clients such as Google, Anthropic, Meta, and OpenAI. If completed, this would be the largest private credit transaction on record for a technology related...

99. ❖May 10, 11:56 PMnewsvia finnhub

    CIO Weekly: The Mag 7 Pulls Apart

    The “Magnificent 7” moniker has had a good run. But the basket is beginning to break at the same time more granular AI-related equity stories are gathering momentum.

100. ❖May 10, 10:06 PMnewsvia finnhub

     Youth Lose Faith In Job Market At Historic Rate, Poll Finds — But Older Americans Are Still Upbeat

     Young Americans&#39; job market confidence hits record lows as AI layoffs, hiring slowdowns and economic uncertainty grow.

101. ❖May 10, 8:20 PMnewsvia finnhub

     Ambani's Jio Platforms IPO pivots to pure fundraise, no investor exits, sources say

     Indian billionaire MukeshAmbani's Reliance Jio Platforms has pivoted to a pure fundraisefor its planned Mumbai listing, dropping earlier plans thatwould have allowed some shareholders to exit, two...

102. ❖May 10, 6:10 PMnewsvia finnhub

     Do you need a chief AI officer? Here's how the tech is changing boardrooms

     AI may now be coming for the C-suite, according to a report published Monday by IBM, which found that most companies were now staffing chief AI officer roles.

103. ❖May 10, 6:08 PMnewsvia finnhub

     Tracking Baillie Gifford's 13F Portfolio - Q1 2026 Update

     Baillie Gifford’s Q1 2026 13F portfolio value fell from ~$120B to ~$98B. Click here to read more about the portfolio.

104. ❖May 10, 3:01 PMnewsvia finnhub

     'It All Came On His Watch' – Kevin O'Leary Says Trump Will Be Remembered As 'The AI President' Amid AI-Led Market Boom And Productivity Gains

105. ❖May 10, 2:33 PMnewsvia finnhub

     Goldman Sachs resets Broadcom stock forecast

     Broadcom (AVGO) is a semiconductor giant with a vast product portfolio spanning wired infrastructure, wireless communications, enterprise storage, and industrial end markets. The company positioned itself as a major player in enterprise infrastructure software following its 2023 acquisition of ...

106. ❖May 10, 2:03 PMnewsvia finnhub

     The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger

     The stock market keeps climbing walls investors barely seem to notice anymore. The S&P 500 just hit another all-time high, extending a rally that has added nearly 50% since the tariff-driven panic low in April 2025. President Donald Trump’s tax cuts, deregulation push, and pro-business policies embedded in the One Big Beautiful Bill Act have ... The S&P 500 Just Did Something It’s Only Done 3 Times Before. Why Trump’s AI Rally Is in Danger

107. ❖May 10, 1:32 PMnewsvia finnhub

     The global economy is experiencing the largest capex cycle ever, with nearly $5 trillion seen by the end of the decade—and it’s not all AI spending

     At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.

108. ❖May 10, 1:25 PMnewsvia finnhub

     NVIDIA’s Huang says AI will make intelligence a commodity for billions

     Investing.com -- NVIDIA chief executive Jensen Huang said on Sunday that artificial intelligence will make intelligence itself a commodity accessible to anyone, from carpenters to shopkeepers, adding that the technology will reach billions of people who have never had access to computing power before.

109. ❖May 10, 12:56 PMnewsvia finnhub

     Is Meta really dying?

     The New York Times recently published an opinion piece suggesting that the company is at the beginning of the end, but it’s more complicated than that.