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At Close: Jun 03, 2026
A Bigger 2027 Capex Wave May Be Coming — and Google's Hint Could Be the First Real Tell From the Hyperscalers
01:59pm, Tuesday, 05'th May 2026
Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little.
Bill Ackman Said High‑Quality Stocks Are Stupidly Cheap. He's Right.
01:46pm, Tuesday, 05'th May 2026
It's been a big end to April for Bill Ackman as his much-anticipated Pershing Square USA (NYSE:PSUS) went live on public markets.
Google is building an AI agent that could be its answer to OpenClaw
01:44pm, Tuesday, 05'th May 2026
Google is working on an AI agent codenamed "Remy," according to an internal document. Remy is described as a "24/7 personal agent" that can take actions on the user's behalf.
The Big 3: AAPL, GOOGL & NVDA
01:30pm, Tuesday, 05'th May 2026
Joe Tigay takes us through today's big 3 trades. He says Apple (AAPL) was slow out of the gate but is turning the threat of AI into a massive upgrade for their system, Alphabet (GOOGL) got off to a sl
Why Nvidia Stock Popped 14% in April and Could Go Even Higher
01:28pm, Tuesday, 05'th May 2026
Nvidia stock hit a new all-time high in April, as investors flooded back into AI stocks. There could be more to come.
Google's Android Show Returns May 12 Ahead of I/O 2026
01:23pm, Tuesday, 05'th May 2026
Google's virtual Android event will arrive one week before I/O 2026, where the company is expected to spotlight Android, Gemini and its broader AI push.
Trump Administration Will Test New AI Models From Google, Microsoft And XAI Before Release Under New Deal
01:05pm, Tuesday, 05'th May 2026
In March, Trump appointed 13 members to a new AI advisory panel, which reportedly included Meta's Mark Zuckerberg, Oracle's Larry Ellison, Nvidia's Jensen Huang, and Dell founder Michael Dell. Trump s
Google AI workers demand union recognition over use of technology by Israeli and US military
12:24pm, Tuesday, 05'th May 2026
"Scores" of workers at Google DeepMind, the company's British AI research arm, are demanding union recognition over the use of their work by Israel and the US military.
Alphabet's $460B AI Lock-In
12:16pm, Tuesday, 05'th May 2026
Alphabet Inc. reported ~$20B Cloud revenue in Q1, growing 63% YoY and significantly outpacing overall company topline expansion. Google Cloud backlog surged to ~$462B, nearly doubling QoQ, with over 5
Trump admin. moves further into AI oversight, will test Google, Microsoft and xAI models
12:13pm, Tuesday, 05'th May 2026
The Center for AI Standards and Innovation announced agreements with Google DeepMind, Microsoft and Elon Musk's xAI to evaluate their AI models before they are publicly available. CAISI will "conduct
Alphabet Stock: I See a Path to $500 by 2027
11:55am, Tuesday, 05'th May 2026
Our 24/7 Wall St. price target for Google (NASDAQ: GOOGL | GOOGL Price Prediction) points to $502.88 over the next 12 months, which would take shares well past the $500 mark.
Microsoft, Google, xAI agree to share AI models with White House for security reviews
11:37am, Tuesday, 05'th May 2026
The Center for AI Standards and Innovation said it will “conduct pre-deployment evaluations and targeted research” to better understand the capabilities and risks that come with new tools.
Alphabet closes in on Nvidia's spot as world's biggest company
11:11am, Tuesday, 05'th May 2026
Alphabet is on the cusp of overtaking Nvidia as the world's most valuable company, riding on a record stock rally fueled by its artificial intelligence efforts and booming cloud business.
Intel Rips 14% Higher: Apple Foundry Reports Crush Bears in Massive Short Squeeze
11:00am, Tuesday, 05'th May 2026
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel's
Alphabet: The $108.6 Billion Warning That Made Me Bullish Again
11:00am, Tuesday, 05'th May 2026
Alphabet reported $108.6B in 'assets not yet in service' vs. $78.6B at the end of 2025. Essentially, that $108.6B is a pool of AI infrastructure that has not yet fully started flowing through deprecia
