Nasdaq Composite Has a Rough Morning; Dow Holds Up Better (Barely)

The Nasdaq fell 0.86% on Tuesday as rising Treasury yields (30-year at 5.19%, highest since 2008) and geopolitical tensions weighed on markets. Tech giants Alphabet and Amazon led declines despite positive news, with Alphabet announcing a $5 billion AI infrastructure joint venture with Blackstone. The author advises long-term investors to stay calm, characterizing the volatility as market noise rather than fundamental deterioration.

05/19/2026, 1:33 PM • The Motley Fool

2 AI Stocks That Will Still Be Dominant When Today's Hype Has Faded

Alphabet and Amazon are positioned to remain dominant AI leaders beyond current market hype due to their strong core businesses, custom chip advantages, and innovation histories. Alphabet benefits from its complete AI stack and TPU chips integrated across its ecosystem, while Amazon leverages its cloud computing leadership, custom chips, and robotics to drive efficiency and profitability.

05/19/2026, 1:21 PM • The Motley Fool

Will Nvidia Form the $6 Trillion Club on May 20?

Nvidia, with a $5.4 trillion market cap, needs an 11.5% gain to reach $6 trillion. While the company has delivered strong earnings and doubled chip order guidance, the article argues investors shouldn't expect dramatic stock movement on earnings day. Long-term success depends on AI inference adoption, competition from custom chips by hyperscalers, and sustained customer spending.

05/19/2026, 12:03 PM • The Motley Fool

SaintQuant Launches Institutional-Grade AI Trading Platform as Goldman Sachs Declares AI the New "Defensive Trade"

Goldman Sachs has identified AI as Wall Street's new defensive trade amid inflation and economic uncertainty, with hyperscalers projected to spend $755 billion on capex in 2026. SaintQuant launches a no-code AI trading platform to democratize algorithmic trading for retail investors, offering a $99 free trial and $7 bonus to participate in the institutional AI investment trend.

05/19/2026, 11:00 AM • GlobeNewswire

S&P 500 Earnings Growth Tempered With 1-Time Gains, and the Treasury Yield Curve

S&P 500 earnings growth expectations for 2026 are being inflated by one-time gains from major tech companies. Excluding one-time paper gains from Alphabet ($3.01/share), Amazon ($1.54/share), and Netflix's Warner Bros termination fee ($0.65/share), the actual year-over-year EPS growth is closer to 22% rather than the reported 26%. The Treasury yield curve has steepened significantly, with concerns about the 10-year yield potentially moving above 5%. The article also discusses potential impacts from geopolitical developments with Iran and their effect on oil prices and inflation.

05/19/2026, 9:56 AM • Investing

Should You Buy the 27% Dip in AppLovin Stock?

AppLovin stock is down 27% year-to-date despite strong 5-year gains of 687%. While facing short-seller reports and an ongoing SEC probe regarding its business model, the company continues to deliver exceptional fundamentals with 59% YoY revenue growth in Q1 and net profit margins above 60%. AppLovin is gaining ad market share faster than Meta and Alphabet, positioning itself as an industry leader.

05/19/2026, 9:32 AM • The Motley Fool

Trump Ally Ron DeSantis Calls Out Big Tech's Hypocrisy On AI Layoffs And 'Cheap Labor' H-1B Visas: 'Not Hard To See Why...'

Florida Governor Ron DeSantis criticized major tech companies for contradictory practices: automating white-collar jobs through AI while simultaneously advocating for H-1B visas to hire cheaper foreign labor. DeSantis, aligned with the Trump administration, has taken steps to restrict H-1B usage in Florida public universities. Federal data shows H-1B visa applications at major tech firms have sharply declined in late 2025 amid stricter immigration rules and rising layoffs.

05/19/2026, 9:24 AM • Benzinga

Norway Data Center Investment Analysis Report 2026: Market to Grow at a CAGR of 28.3% Between 2025-2031 with Green Mountain, STACK Infrastructure, and Bulk Infrastructure as the Major Prodivers

Norway's data center market is projected to expand at a CAGR of 28.3% from 2025 to 2031, driven by renewable energy adoption, AI-efficient infrastructure, and growing cloud adoption. The market will grow from $1.55 billion in 2025 to $6.92 billion by 2031, with major providers including Green Mountain, STACK Infrastructure, and Bulk Infrastructure. Key developments include new submarine cable connections and capacity expansions to support high-density AI workloads.

05/19/2026, 9:00 AM • GlobeNewswire

This Unstoppable AI Stock Is Up 97% Since Warren Buffett Bought It, and There Could Be More Upside Ahead

Alphabet's stock has surged 97% since Warren Buffett's Berkshire Hathaway invested in Q3 2025. The company shows strong fundamentals with accelerating revenue growth (18% to 22%), exceptional Google Cloud growth (63% YoY), and a massive $460 billion cloud backlog indicating sustained demand. Despite trading at a premium valuation of 28.2x forward earnings, analysts view the stock as reasonably valued given its competitive advantages and growth prospects in AI, streaming, and autonomous vehicles.

05/19/2026, 8:30 AM • The Motley Fool

Nvidia Earnings on May 20: What History Tells Us About Nvidia Stock's Post-Earnings-Release Moves

Nvidia is scheduled to report Q1 fiscal 2027 earnings on May 20, 2026. The company has beaten Wall Street earnings estimates in 21 of the past 23 quarters (91.3%), with guidance suggesting 77-80% revenue growth driven by massive capex increases from hyperscalers. However, historical data shows no significant correlation between earnings beat magnitude and immediate stock price movement, suggesting long-term fundamentals matter more than quarterly surprises.

05/19/2026, 8:15 AM • The Motley Fool

The Nvidia Earnings Report: Could It Pop the Gamma Bubble?

Nvidia's upcoming earnings report could trigger significant market volatility given its leadership role and massive market cap. While AI infrastructure spending remains robust, rising interest rates (30-year UST yield above 5%) could compress valuations. Extreme gamma exposure in the S&P 500 creates risk of an unwind if Nvidia disappoints. Meanwhile, Micron has surged 70% in a month and appears overbought, while Johnson & Johnson remains relatively stable, suggesting a potential growth-to-value rotation may be due.

05/19/2026, 6:20 AM • Investing

Epson Introduces New Laser Display Lineup Designed for Greater Impact, Simplicity and Flexibility Across Any Space

Epson announced 10 new PowerLite and BrightLink laser projectors featuring Full HD and 4K Enhancement technology, designed for classrooms, meeting rooms, and entertainment venues. The ultra-portable lineup includes standard throw, ultra short throw, and portable options with enhanced connectivity, intuitive software, and wireless casting capabilities. Models will be available from Summer 2026 onwards through authorized resellers.

05/19/2026, 6:15 AM • Benzinga

What's Going On With Blackstone Stock Tuesday?

Blackstone announced a joint venture with Google to build AI infrastructure and cloud computing services powered by Google Cloud's TPUs. Blackstone will commit $5 billion in initial equity, with plans to bring 500 megawatts of capacity online in 2027. The partnership aims to meet growing demand for accelerated computing in AI development. BX stock traded up 0.82% in premarket trading, though technical analysis shows bearish signals with the stock trading below key moving averages.

05/19/2026, 6:09 AM • Benzinga

Amii beflügelt Kanadas KI-Dynamik: Upper Bound eröffnet mit 53 % Wachstum und 11.000 Teilnehmern aus aller Welt

Amii's fifth annual Upper Bound AI conference opened with 11,000 attendees from 22 countries, marking a 53% increase from the previous year. The event sold out a month in advance and featured participation from Canadian government ministers and major tech companies including Google, Anthropic, Meta, Sony AI, Electronic Arts, and Mozilla. The conference showcases Canada's growing position as a global AI innovation hub and includes training initiatives supported by Google.org and the Canadian government.

05/19/2026, 6:00 AM • GlobeNewswire

Amii alimente la dynamique de l’IA au Canada alors que Upper Bound ouvre ses portes avec une croissance de 53 % et 11 000 participants internationaux

Amii's Upper Bound conference, Canada's fastest-growing AI event, opened its fifth annual edition in Edmonton with 11,000 attendees from 22 countries and sold out a month in advance. The event achieved 53% growth year-over-year and featured participation from federal and provincial leaders alongside major tech companies, while showcasing AI workforce training initiatives supported by Google and the Canadian government.

05/19/2026, 6:00 AM • GlobeNewswire