The Ledger

Everything we've seen

1. ·May 12, 3:00 PMstreamnews

   OpenAI chief Altman to take stand in OpenAI-Musk trial on Tuesday

   OpenAI Chief Executive Officer SamAltman will take the witness stand on Tuesday and Wednesday, theCalifornia court said, in a clash of tech titans over ElonMusk's lawsuit against the company. ...

2. ·May 12, 3:00 PMstreamnews

   Alger Concentrated Equity ETF Q1 2026 Portfolio Update

   Western Digital Corporation, Nebius Group N.V. and GE Vernova Inc. were among the top contributors to performance. Read more here.

3. ·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

4. ·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.

5. ·May 12, 3:00 PMstreamnews

   AI super rally has retail investors acting the most aggressive since trading frenzy during Covid

   Retail traders are buying calls in Cboe's "Mag 10" stocks – the big seven plus AMD, Palantir and Broadcom – at the heaviest 10-day clip since 2021, according to a report from the exchange.

6. ·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.

7. ·May 12, 3:00 PMstreamnews

   Microsoft: Death Of SaaS Has Been Overly Exaggerated - Reiterate Strong Buy

   Microsoft (MSFT) analysis: durable SaaS/cloud monetization, strong FCF and RPO growth, plus attractive valuation and upside to $555 target. See more here.

8. ·May 12, 3:00 PMstreamnews

   Cerebras IPO will give OpenAI a windfall that could eventually top $5 billion - The Information

   May 12 - Cerebras is going public this week in a $5.5 billion IPO and it will give OpenAI a windfall that could eventually top $5 billion - The Information OpenAI's $20 billion commitment could...

9. ·May 12, 3:00 PMstreamnews

   OpenAI CEO Sam Altman set to testify today

   CNBC's Kate Rooney joins 'Squawk on the Street' to discuss the latest developments in the Elon Musk-OpenAI trial.

10. ·May 12, 3:00 PMstreamnews

    Why JPMorgan Equity Premium Income ETF Limits Upside While JPMorgan Nasdaq Equity Premium Income ETF Sacrifices Growth for 11.98% Yields

    JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NYSEARCA:JEPQ) pull from very different stock universes. JEPI leans on S&P 500 names with a covered call overlay. JEPQ runs the same income playbook on the Nasdaq-100. The latest fact sheets show why that distinction matters in 2026. Defensive Blue Chips Anchor ... Why JPMorgan Equity Premium Income ETF Limits Upside While JPMorgan Nasdaq Equity Premium Income ETF Sacrifices Growth for 11.98% Yields

11. ·May 12, 3:00 PMstreamnews

    Should You Really Ignore Palantir's Steep Valuation and Buy the Stock? Here's What History Says.

    Valuation concerns have hurt the stock in recent times.

12. ·May 12, 3:00 PMstreamnews

    Bytes Technology Group H2 Earnings Call Highlights

    Bytes Technology Group (LON:BYIT) reported higher full-year gross invoice income and modest gross profit growth, while operating profit declined as Microsoft incentive changes and internal sales realignment weighed on performance. Chief Executive Sam Mudd said the software solutions provider made “

13. ·May 12, 3:00 PMstreamnews

    The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

    The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially since the war with Iran could drag on for some weeks or even months longer. As a potential inflation wave clashes with an ... The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

14. ·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.

15. ·May 12, 3:00 PMstreamnews

    OpenAI chief Altman to take stand in Elon Musk trial

    OpenAI Chief Executive Sam Altman is expected to take the witness stand on Tuesday to defend his company against Elon Musk's lawsuit accusing him of betraying the ChatGPT maker's founding mission to...

16. ·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.

17. ·May 12, 3:00 PMstreamnews

    US Cloud Launches Industry-First White Label Microsoft Support Program to Help Partners Reclaim Customer Relationships

    US Cloud, the world's only independent provider of third-party Microsoft support capable of replacing Microsoft Unified Support, today announced the launch of its new White Label Support Program. This is an industry-first offering designed to help Microsoft partners preemptively respond to major upcoming changes in Microsoft's support ecosystem.

18. ·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

19. ·May 12, 3:00 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...

20. ·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.

21. ·May 12, 3:00 PMstreamnews

    Recast Names Intune and Configuration Manager Expert Shanmugam Senthil as Senior Director of Engineering

    Recast, a leader in modern application and endpoint management, today announced that Shanmugam Senthil has joined the company as Senior Director of Engineering and India Site Leader. Based in Bangalore, Senthil will help establish Recast's India presence and strengthen the company's engineering organization to support continued growth. His combination of Microsoft platform expertise and technology leadership experience gives Recast added depth as it evolves its capabilities to help customers man

22. ·May 12, 3:00 PMstreamnews

    Vapi raises $50M Series B as it reaches 1 billion calls, powering the next generation of enterprise voice AI

    Amazon, New York Life, Intuit and others use Vapi’s API-native enterprise voice AI platform for building, deploying, and managing voice agents at scale.San Francisco, CA, May 12, 2026 (GLOBE NEWSWIRE) -- Today, voice AI startup Vapi announced a $50 million funding round to make all calls extraordinary. When a customer calls a business, they aren’t looking for another channel. They’re looking for an outcome. But most phone experiences still run on rigid phone trees, scripts, and deterministic sys

23. ·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.

24. ·May 12, 3:00 PMstreamnews

    Sentar Earns Two FORUM Innovation Awards Supporting NIWC Atlantic

    HUNTSVILLE, Ala., May 12, 2026--Sentar received two FORUM Innovation Awards for solutions developed in support of NIWC Atlantic advancing cyber operations and workforce management.

25. ·May 12, 3:00 PMstreamnews

    Microsoft's $92 Billion OpenAI Return Target Grabs Investor Attention

    Court-disclosed documents showed Microsoft targeted a $92 billion return from its early OpenAI investments.

26. ·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

27. ·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

28. ·May 12, 3:00 PMstreamnews

    Microsoft reportedly saw OpenAI as a massive long term payday

    Court filings reveal scale of early AI ambitions

29. ·May 12, 3:00 PMstreamnews

    10 Information Technology Stocks Whale Activity In Today's Session

30. ·May 12, 3:00 PMstreamnews

    Intel’s $440 Billion Six-Week Surge Has Short Sellers Circling

    (Bloomberg) -- A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. 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 CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Trip After Year of Travels With TrumpSince hitting a low on March 30, the chip

31. ·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.

32. ·May 12, 3:00 PMstreamnews

    Should You Buy, Hold, or Fold CoreWeave Stock After Solid Q1 Results?

    CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.

33. ·May 12, 3:00 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.

34. ·May 12, 3:00 PMstreamnews

    Office Timeline Rebrands as Lucen Software: A New Microsoft-Native Clarity Platform

    AUSTIN, Texas, May 12, 2026--Office Timeline, a leading provider of timeline and project visualization software, today announced its rebrand to Lucen Software™.

35. ·May 12, 3:00 PMstreamnews

    Microsoft has recouped more than double its $13 billion OpenAI investment in revenue - The Information

    May 12 - Microsoft has recouped more than double its $13 billion OpenAI investment in revenue - The Information...

36. ·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.

37. ·May 12, 3:00 PMstreamnews

    Photonic Inc. Closes Investment Round with over $200M USD ($275M CAD)

    Final close brings together Canadian, UK, and international investors, underscoring global confidence in Photonic’s distributed quantum computing leadership Source: Photonic Inc. Photonic Inc.'s modular, scalable, distributed quantum computer and high-connectivity Entanglement First™ architecture leverages a unique qubit modality, optically-linked silicon spin qubits, to enable powerful computation, efficient error correction, and seamless integration with existing data center and telecom enviro

38. ·May 12, 3:00 PMstreamnews

    AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

    On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

39. ·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

40. ·May 12, 3:00 PMstreamnews

    Microsoft's OpenAI Deal Faces $38 Billion Revenue Cap

    The reported limit could improve OpenAI's IPO pitch while narrowing Microsoft's long-term upside.

41. ·May 12, 3:00 PMstreamnews

    Microsoft's Revised OpenAI Deal Strengthens AI Strategy, Wedbush Securities Says

    Microsoft's (MSFT) revised revenue-sharing deal with OpenAI strengthens its long-term artificial int

42. ·May 12, 3:00 PMstreamnews

    Is Chevron a Safe Bet in the Energy Sector?

    Chevron (NYSE:CVX) has rallied hard off late-2025 lows, riding a sharp move in WTI crude from $60.04/bbl in January to $100.32/bbl by April. After a 39.44% one-year gain, the question is whether the easy money is already made. Our 24/7 Wall St. price target for Chevron is $163.37 over the next 12 months, implying -11.57% downside ... Is Chevron a Safe Bet in the Energy Sector?

43. ·May 12, 3:00 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.

44. ·May 12, 3:00 PMstreamnews

    Chip Stocks Have Been Crushing Software. Here’s How to Play Both.

    The Invesco QQQ Trust, up 15% this year, offers a “barbell” strategy for exposure to both chip and software companies.

45. ·May 12, 3:00 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’

46. ·May 12, 3:00 PMstreamnews

    MSFT, DELL And Intel: Which Is The Better Buy

    At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy

47. ·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

48. ·May 12, 3:00 PMstreamnews

    Anthropic announces new Claude-powered legal software as SaaS stocks continue to struggle

    Anthropic is diving further into the legal software market.

49. ·May 12, 3:00 PMstreamnews

    Bytes Technology Group PLC (STU:9NY) Full Year 2026 Earnings Call Highlights: Strategic Growth ...

    Despite a dip in operating profit, Bytes Technology Group PLC (STU:9NY) showcases resilience with strong cash conversion and strategic partnerships driving future growth.

50. ·May 12, 3:00 PMstreamnews

    Sector Update: Tech Stocks Fall Tuesday Afternoon

    Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

51. ✓May 12, 11:25 AMdecisionacted

    Agent II — Adaptive — entry

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

52. ?May 12, 11:25 AMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

53. ✓May 12, 11:25 AMdecisionacted

    Agent I — Immutable — entry

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

54. ?May 12, 11:25 AMdecisionconsidered

    Agent I — Immutable — considered

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

55. ?May 12, 12:54 AMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

56. ?May 12, 12:54 AMdecisionconsidered

    Agent I — Immutable — considered

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

57. ?May 11, 6:38 PMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

58. ?May 11, 6:38 PMdecisionconsidered

    Agent I — Immutable — considered

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

59. ?May 11, 6:38 PMdecisionconsidered

    Agent II — Adaptive — considered

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

60. ?May 11, 6:38 PMdecisionconsidered

    Agent I — Immutable — considered

    Stage 4: close $412.62 < MA150 $449.24 (-8.2%), MA falling, 25.7% off 52w high, vol 0.04× avg

61. ❖May 11, 3:53 PMnewsvia finnhub

    Microsoft CEO says he was never given 'clarity' on why Altman was fired from OpenAI during Musk trial

    Microsoft CEO Satya Nadella said he was never given 'clarity' on why OpenAI's board fired Sam Altman in 2023.

62. ❖May 11, 3:51 PMnewsvia finnhub

    Big tech earnings reinforce strength of AI demand across chips, cloud and software: Wedbush

    Big tech firms are poised to extend their rally following a strong earnings season and continued momentum in artificial intelligence spending, according to Wedbush analysts, who pointed to accelerating enterprise adoption and sustained demand across chips, cloud infrastructure, software and...

63. ❖May 11, 3:49 PMnewsvia finnhub

    Former OpenAI executive Sutskever discloses nearly $7 billion stake in AI firm

    Former OpenAI Chief Scientist Ilya Sutskever said on Monday his ownership stake in the artificial intelligence startup is ‌worth about $7 billion, as he testified in a legal fight between ‌Elon Musk and OpenAI. • The trial could determine the future of OpenAI, which spearheaded widespread use ​of AI with its ChatGPT chatbot and has been raising billions of dollars from investors to build out its computing power ahead of a potential trillion-dollar IPO. • Musk is seeking fundamental changes to the governance of the company as ‌well as $150 billion in damages ⁠from OpenAI and Microsoft, one of its largest investors.

64. ❖May 11, 2:17 PMnewsvia finnhub

    Dooap Inc. Launches Dooap Studio: Putting Agentic AP Automation Directly in the Hands of Finance Teams

    Dooap, the Accounts Payable Automation solution purpose-built for Microsoft Dynamics 365 Finance, today announced the launch of Dooap Studio — an AI-powered agentic platform that gives AP teams direct control to design, tune, and govern AI agents without relying on IT or custom development.

65. ❖May 11, 1:44 PMnewsvia finnhub

    Sector Update: Tech Stocks Gain Monday Afternoon

    Tech stocks were higher Monday afternoon, with the State Street Technology Select Sector SPDR ETF (X

66. ❖May 11, 1:40 PMnewsvia finnhub

    Ex-OpenAI exec Sutskever says he spent a year gathering proof of alleged Altman dishonesty

    Former OpenAI chief scientist Ilya Sutskever testified on Monday that he spent about a year gathering evidence for the ChatGPT maker's board that CEO Sam Altman had displayed a consistent pattern of...

67. ❖May 11, 1:20 PMnewsvia finnhub

    Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.

    If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

68. ❖May 11, 12:53 PMnewsvia finnhub

    Satya Nadella testifies in Musk v. OpenAI trial

    Nadella's testimony centers on Microsoft's early funding of OpenAI and the company's strategic partnership with the AI lab

69. ❖May 11, 12:50 PMnewsvia finnhub

    If Trump’s Bull Market Does Cool Off, These Stocks Could Reverse Fast — and These Others Might Keep Powering Higher

    The great Trump bull market continues despite all the things that had investors running for the hills just over one month ago. The war in Iran isn’t quite yet over, and there are some who think the Strait of Hormuz could stay closed for quite a while longer. Either way, AI is in the driver’s ... If Trump’s Bull Market Does Cool Off, These Stocks Could Reverse Fast — and These Others Might Keep Powering Higher

70. ❖May 11, 12:45 PMnewsvia finnhub

    Nuclear Reactor Leader Constellation Backs Three Mile Island Goal

    Constellation Energy earnings surged 28% and revenue sharply accelerated. But the nuclear stock undercut key level.

71. ❖May 11, 12:29 PMnewsvia finnhub

    VestGen Wealth Partners: A Tech Stack Designed for Planning, Efficiency

    Rob Bondiman explains how $8 billion VestGen works with its vendors to fuel its proprietary financial planning process.

72. ❖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 ...

73. ❖May 11, 12:13 PMnewsvia finnhub

    AI Chipmaker Cerebras Could Raise Up To $5.52 Billion in Upsized IPO

    Cerebras Systems increased the size and expected price range of its initial public offering, which n

74. ❖May 11, 12:01 PMnewsvia finnhub

    Alpha Structural Named to Fast Company's Most Innovative Companies List for 2026

    Alpha Structural, a leader in structural and foundation repair, hillside stabilization, and landslide mitigation, has been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026, ranking No. 10 in the Corporate Social Responsibility category. The annual list recognizes organizations shaping industry and society through innovation, with Alpha Structural joining global brands including Microsoft, LEGO, IKEA, and Samsung.

75. ❖May 11, 11:57 AMnewsvia finnhub

    Asset Manager Sells 1.2 Million Bond ETF Shares, According to Latest SEC Filing

    This ETF tracks a portfolio of U.S. Treasury bonds maturing in December 2026, offering defined-term exposure and a transparent structure.

76. ❖May 11, 11:35 AMnewsvia finnhub

    Microsoft, Google, xAI security test details deleted from US government website

    The U.S. Commerce Department removed details from its website about its agreement with Google, xAI and Microsoft to test their artificial intelligence models for security vulnerabilities, according to...

77. ❖May 11, 11:27 AMnewsvia finnhub

    Microsoft’s CFO admits she joined the tech giant without even knowing her salary—and then missed her first day of work

    Amy Hood accepted a Microsoft job in 2002 without knowing her salary. Two decades later, her compensation now tops $29 million.

78. ❖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.

79. ❖May 11, 11:12 AMnewsvia finnhub

    Microsoft slips as investor questions long term AI risks

    Investor fears AI could disrupt Office and Azure

80. ❖May 11, 11:11 AMnewsvia finnhub

    What Should Investors Do With Nebius Stock Ahead of Q1 Earnings?

    NBIS heads into Q1 earnings with strong AI cloud demand and rapid expansion, but high valuation and heavy spending may keep investors cautious.

81. ❖May 11, 11:08 AMnewsvia finnhub

    Airbnb CEO Brian Chesky says AI writes 60% of code

    Brian Chesky also said managers must get hands-on with coding, leaving no room for "pure people managers" at the company

82. ❖May 11, 10:58 AMnewsvia finnhub

    Chamath Palihapitiya Says Anthropic Deal Has A Lesson For Elon Musk's $2T SpaceX IPO

    Chamath Palihapitiya called the SpaceX-Anthropic deal a &#34;valuation reinforcement&#34; for Elon Musk&#39;s $2 trillion IPO. Polymarket traders agree.

83. ❖May 11, 10:36 AMnewsvia finnhub

    Microsoft Kenya Data Center Faces Delay

    Payment guarantee talks reportedly slowed Microsoft's East Africa cloud project.

84. ❖May 11, 10:30 AMnewsvia finnhub

    The Hidden Drag of SPY’s Outdated UIT Structure: Why VOO’s 6.45 Basis Point Fee Advantage Matters Over a Decade

    SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Vanguard 500 Index Fund ETF (NYSEARCA:VOO) track the same S&P 500 index. The real contest is structure, cost, and cash flow. With the VIX at 17.39, this is a clean moment to compare them. Same Index, Same Names at the Top Both funds own identical holdings. SPY’s largest ... The Hidden Drag of SPY’s Outdated UIT Structure: Why VOO’s 6.45 Basis Point Fee Advantage Matters Over a Decade

85. ❖May 11, 10:00 AMnewsvia finnhub

    Reply Highlights SAP Cloud ERP and AI-Driven Innovation at SAP Sapphire Orlando 2026

    Reply will participate in SAP Sapphire & ASUG Annual Conference Orlando 2026 (May 11–13), showcasing its expertise in delivering and implementing SAP Business Suite solutions, including SAP Cloud ERP (Public and Private), SAP Business Data Cloud (BDC), SAP Business Technology Platform (BTP), and AI-powered enterprise capabilities. Reply's presence at SAP Sapphire underscores its strategic partnership with SAP and its commitment to delivering SAP-led, AI-driven transformation for its clients.

86. ❖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

87. ❖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.

88. ❖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

89. ❖May 11, 9:00 AMnewsvia finnhub

    CellTrust Advancing FedRAMP Authorization

    WASHINGTON, May 11, 2026--CellTrust is making significant progress on its FedRAMP authorization to meet the demand for mobile communications capture for the public sector.

90. ❖May 11, 8:54 AMnewsvia finnhub

    Microsoft and G42 Kenya data centre project stalls

    US-based tech giant and Abu Dhabi-based tech conglomerate G42 had asked the Kenyan government to commit to buying a fixed amount of cloud computing capacity each year.

91. ❖May 11, 8:54 AMnewsvia finnhub

    Salesforce Trades at a Discounted Valuation: Time to Buy the Stock?

    CRM trades at a steep discount after a 31% YTD slide, but Agentforce and Data Cloud drive surging recurring revenues and revive growth.

92. ❖May 11, 8:50 AMnewsvia finnhub

    Microsoft's $1 Billion Kenya Data Center Faces Payment Dispute

    Microsoft and G42 talks with Kenya hit guaranteed-payment and power-structure hurdles, with a possible project scale-back under discussion.

93. ❖May 11, 8:43 AMnewsvia finnhub

    Family of Florida mass shooting victim sues OpenAI in US court

    The family of a man killed in a 2025 mass shooting at Florida State University has filed a lawsuit against OpenAI in a U.S. court, claiming the shooter was aided by ChatGPT in planning the attack. ...

94. ❖May 11, 8:41 AMnewsvia finnhub

    Got $25,000? Apple vs Microsoft- Only One Tech Titan is Winning The AI Race

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95. ❖May 11, 8:34 AMnewsvia finnhub

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96. ❖May 11, 8:30 AMnewsvia finnhub

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98. ❖May 11, 8:23 AMnewsvia finnhub

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99. ❖May 11, 8:19 AMnewsvia finnhub

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100. ❖May 11, 8:16 AMnewsvia finnhub

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101. ❖May 11, 8:10 AMnewsvia finnhub

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102. ❖May 11, 8:09 AMnewsvia finnhub

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103. ❖May 11, 8:00 AMnewsvia finnhub

     Former Tesla CFO Deepak Ahuja joins EV battery recycler Redwood Materials

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104. ❖May 11, 7:50 AMnewsvia finnhub

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105. ❖May 11, 7:43 AMnewsvia finnhub

     Hail To The Victors: Michigan's $20 Million OpenAI Bet Becomes A $2 Billion Jackpot

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106. ❖May 11, 7:37 AMnewsvia finnhub

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107. ❖May 11, 7:22 AMnewsvia finnhub

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108. ❖May 11, 7:11 AMnewsvia finnhub

     Marshall Investment Loads Up on FLXR, Adding $4.0 Million Flexible Bond Position

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109. ❖May 11, 6:14 AMnewsvia finnhub

     Microsoft: Look Out For More Upside Ahead, Just Respect Risks

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110. ❖May 11, 5:47 AMnewsvia finnhub

     Broadcom Turns To Private Credit For Record $35 Billion Financing

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