Snowflake and the Snowballing Impact of its AI Flywheel

Snowflake delivered strong Q1 earnings with 33% revenue growth and raised full-year guidance by 400 basis points, driven by AI adoption and increased client spending. The stock surged 30% post-earnings as analysts revised estimates upward. With 85% Buy ratings and a $277 consensus price target, the company is positioned to benefit from its AI flywheel, though high valuation and competition from tech giants pose risks.

05/28/2026, 3:48 PM • Investing

Why Microsoft Stock Is Surging Today

Microsoft stock surged 3.4% on Thursday following positive analyst coverage from Morgan Stanley on its cloud infrastructure expansion, a $9.69 billion Department of Defense contract awarded to Dell that includes Microsoft software and cloud services, and reports of upcoming AI applications including a new coding model at next week's Build conference. Despite the gains, the stock remains down approximately 12% year to date.

05/28/2026, 3:08 PM • The Motley Fool

Stock Market Today, May 28: Tech Stocks Rise as Snowflake Surges After $6 Billion Amazon Deal and Strong Earnings

Tech stocks led market gains on May 28, 2026, with Snowflake surging 38% following strong Q1 earnings and a $6 billion Amazon partnership. The S&P 500 rose 0.49% while the Nasdaq gained 0.65%. Consumer stocks also performed well with Dollar Tree, Best Buy, and Hormel posting significant gains after earnings reports, signaling economic resilience. Synopsys declined 9% despite beating earnings expectations.

05/28/2026, 2:06 PM • The Motley Fool

The Vanguard ETF That Could Set You Up for Life if You Buy It Now

The article compares two Vanguard ETFs for long-term investors: the S&P 500 ETF (VOO) and the Total Stock Market ETF (VTI). While VOO focuses on 500 large-cap stocks, VTI provides broader exposure with nearly 3,500 stocks including mid-caps and small-caps. The author recommends VTI for its 12% allocation to smaller stocks, which offers diversification benefits and growth potential, especially given expected double-digit earnings growth in 2026 and attractive small-cap valuations.

05/28/2026, 1:15 PM • The Motley Fool

S&P 500 Hits Record Highs, Snowflake Jumps 37% On AI Boom: Stock Market Today

U.S. stocks reached record highs on Thursday following geopolitical news of a ceasefire extension. The S&P 500 advanced 0.5% to 7,557.85, driven by an AI software spending spree. Snowflake surged 37% after beating earnings estimates and announcing a $6 billion AWS partnership expansion. Other notable gainers included Best Buy (+18%), Dollar Tree (+17%), and Agilent Technologies (+17%). However, mixed economic data showed headline PCE inflation at 3.8% while core PCE and consumer spending remained subdued, prompting hawkish Fed commentary.

05/28/2026, 12:58 PM • Benzinga

Trump Ally Laura Loomer Questions Nvidia CEO Jensen Huang's Chinese University Ties, Writes To Pentagon, Says It's A 'Massive Scandal'

Trump ally Laura Loomer has raised concerns about Nvidia CEO Jensen Huang's access to the White House through the President's Council of Advisors on Science and Technology (PCAST) while simultaneously joining the advisory board of Tsinghua University, a Chinese university with embedded Communist Party governance. Loomer claims to have reported this to the Pentagon, calling it a 'massive scandal.' Huang has previously acknowledged that Nvidia has largely conceded the Chinese AI chip market due to export controls.

05/28/2026, 9:18 AM • Benzinga

Mark Zuckerberg Drops Hints Cloud Wars With Amazon And Microsoft Is 'Definitely On The Table' For Meta— 'We Haven't Done That Yet Because…'

Meta CEO Mark Zuckerberg suggested the company might enter the public cloud computing market if it overbuilds data center capacity. While competing with AWS, Azure, and Google Cloud is 'definitely on the table,' Meta currently lacks clear AI monetization strategies. The company raised its 2026 AI capex forecast to $125-145 billion, but faces public backlash over environmental concerns from data center projects.

05/28/2026, 6:10 AM • Benzinga

ESET Research APT Report: China-aligned groups spy in Venezuela and the Gulf, target AI robotics in S. Korea

ESET's latest APT Activity Report (October 2025 - March 2026) reveals China-aligned threat actors conducting widespread espionage campaigns targeting maritime, energy, and AI/robotics sectors across Venezuela, Syria, Gulf states, and South Korea. North Korea-aligned Andariel targeted nuclear industry companies in South Korea, while Russia-aligned groups intensified attacks on Ukrainian defense infrastructure. Iran-aligned activities declined due to internet restrictions, though proxy actors increased targeting of Israel.

05/28/2026, 5:00 AM • GlobeNewswire

EMEA Technology Industry Sports Sponsorship Analysis Report 2025-2026: Market is Booming with Doubled Spending, Led by Soccer and F1

EMEA tech sponsorship spending has more than doubled from $1.29 billion in 2020 to $2.93-2.94 billion in 2024-2025, with soccer dominating at 63.2% of value and motor racing surging to $700.90 million. Major tech brands including EA Sports, Deutsche Telekom, Vodafone, and cloud providers are driving growth through digital-first experiences, VR, and 5G technologies.

05/28/2026, 4:56 AM • GlobeNewswire

Meet the Spectacular Vanguard ETF With 45.8% of Its Portfolio Parked in Nvidia, Alphabet, Apple, and Microsoft

The Vanguard Mega Cap Growth ETF (MGK) tracks 59 of America's largest companies, with 45.8% concentrated in Nvidia, Apple, Alphabet, and Microsoft. These tech giants are leading the AI revolution and have delivered a median return of 236% since 2023. The ETF has outperformed the S&P 500 with a 13.6% compound annual return since 2007, but its concentrated portfolio poses risks if AI fails to meet expectations.

05/28/2026, 4:34 AM • The Motley Fool

Amazon Just Delivered Mind-Boggling News to Shareholders

Amazon Web Services (AWS) is positioned as a major AI beneficiary with a $150 billion annual revenue run rate. The company is designing its own AI chips (Trainium) and CPUs (Graviton) to reduce capital expenditures by tens of billions annually, while also offering Nvidia GPUs. AWS is well-positioned for the shift toward AI agents, which rely heavily on CPUs alongside GPUs, giving it a competitive advantage over rivals like Microsoft and CoreWeave.

05/28/2026, 4:03 AM • The Motley Fool

Surprise! This AI Giant That's Climbed 1,200% Over 5 Years is Now the Second Cheapest of the Magnificent Seven

Nvidia, despite a 1,200% gain over five years, now trades at the second-lowest valuation among the Magnificent Seven tech stocks at 24x forward earnings. The article argues this presents a buying opportunity as the company prepares for the next phase of AI growth with its Vera Rubin platform launching in Q3, which will serve the emerging agentic AI era.

05/27/2026, 6:10 PM • The Motley Fool

Dell Wins $9.7 Billion Pentagon Contract, Fueling Stock Rally

Dell Technologies secured a five-year, $9.7 billion Pentagon contract to manage Microsoft software licensing across the Defense Department, intelligence community, and U.S. Coast Guard. The deal is expected to cut annual costs by $422 million through consolidation and efficiency gains. Dell stock surged 4.61% in after-hours trading and is up 44.9% over the past month.

05/27/2026, 6:09 PM • Benzinga

Could Amazon Be Spending Too Much on AI? Here's What Wall Street Thinks About Its Planned $200 Billion in Capex for 2026.

Amazon plans to spend $200 billion on capital expenditures in 2026, with most going toward AI infrastructure and data centers. Wall Street is conflicted on whether this massive spending is justified. Bulls point to AWS's $364 billion backlog showing strong demand, while bears worry about reduced short-term free cash flow and unclear long-term capex requirements. The author argues the spending is worthwhile to avoid losing customers to competitors like Microsoft Azure and Google Cloud.

05/27/2026, 5:08 PM • The Motley Fool

Michael Burry Compares OpenAI, Anthropic, SpaceX IPO Hype To Dot-Com Bubble

Michael Burry warns that the upcoming IPOs of SpaceX, OpenAI, and Anthropic mirror the dot-com bubble dynamics, with three companies potentially raising as much inflation-adjusted capital as roughly 300 internet and tech IPOs did in 2000. He cautions that while these are legitimate companies, extreme valuations and concentrated hype could lead to investor losses similar to the 2000 market collapse.

05/27/2026, 12:03 PM • Benzinga