Oracle had a monster run, sold off, and has now closed above its 200-day moving average, turning positive.
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Nvidia EARNINGS | SpaceX IPO | BIG META News Week 🇺🇸
The Investor ChannelMay 22, 2026
The creator discusses Meta's new Reddit-like forum app, "Forum," and its potential for AI training data and advertising. They also touch on the AI executive order, the US-China AI competition, and Meta's AI chip research hub at UCLA. Additionally, the creator mentions Meta's acquisition of Manis and the subsequent challenges due to Chinese government concerns.
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Tesla's shares continued to rise, finishing the week up 3% at $427, with good news emerging from the company.
Microsoft's shares held the key $420 level, and while developing AI chips, they may still be a potential partner for Anthropic due to their need for compute.
Google is positioned to benefit from the government's need for AI and is forming a joint venture with Blackstone for a separate data center business powered by TPUs co-designed with Broadcom.
Walmart's AI shopping assistant has shown a 35% uplift in order value, demonstrating the tangible benefits of AI implementation.
Sony is mentioned as a potential buyer for IMAX Corporation.
IMAX Corporation appears to be for sale, with Apple, Sony, and Netflix identified as potential buyers.
Netflix is exploring live streaming, including a daily show with Charlemagne Tha God, and is considered a potential buyer for IMAX Corporation.
Amazon's custom silicon chips, including the Tranium and inference chips, are starting to gain favor with developers, positioning the company competitively in the AI hardware space.
Apple is poised for a strong performance with an anticipated Siri overhaul and a competitive pricing strategy that allows them to gain market share, especially in China.
The co-design of TPUs by Google and Broadcom for Google's new data center business is seen as good news for Broadcom.
Synopsis is mentioned as a contributor to the AI chip research hub at UCLA.
Applied Materials is mentioned as a contributor to the AI chip research hub at UCLA.
Google's IO conference is mentioned as a significant event.
Nvidia's earnings report is mentioned as a key event of the week.
Meta Platform is a strong buy due to its new "Forum" app, AI chip research hub, and successful integration of the Manis acquisition.