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The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as the community debates its outlook ahead of earnings, with the stock drawing heavy interest from traders tracking its Pro segment performance and macro correlations to interest rates. Investors are actively weighing the impact of cooling consumer demand against potential upside from technical oversold signals and expected stability in dividend-paying assets.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is trending as investors react to a strong quarterly earnings report that featured a revenue beat and raised guidance, fueling community optimism around its AI-driven growth. Despite the positive results, active discussion reflects frustration with ongoing share price volatility and short-term selling pressure, while long-term supporters remain focused on the company's expanding enterprise partnerships and AI-powered platform adoption.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing significant volatility driven by a broader semiconductor sell-off and investor concerns over memory industry capacity, despite analysts recently raising price targets citing robust demand for AI infrastructure. The community remains sharply divided, with many retail investors viewing the pullback as a buying opportunity while others express anxiety over macro headwinds and potential sector overextension.

Energy Vault Holdings, Inc. engages in the provision of energy storage solutions. The company was founded in September 2020 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Energy Vault is currently trending as investors focus on recent strategic partnership announcements, including a major development agreement in South Africa and expansion into AI-dedicated infrastructure. While the community is actively debating the company's long-term potential versus concerns regarding dilution and volatility, sentiment remains split between bullish technical setups and frustration over recent market performance.

Agilysys, Inc. operates as a technology company. It offers innovative software for point-of-sale, payment gateway, reservation and table management, guest offers management, property management, inventory and procurement, analytics, document management, and mobile and wireless solutions and services to the hospitality industry. The firm also serves the gaming industry for both corporate and tribal, hotels resort and cruise, foodservice management, and the restaurant, university, and healthcare sectors. The company was founded in 1963 and is headquartered in Alpharetta, GA.

Agilysys, Inc

Agilysys is trending following a strong quarterly earnings report that featured a revenue beat and upward-revised forward guidance, fueling investor confidence in its subscription model and enterprise technology. The community is actively discussing the company's growth trajectory and momentum within the hospitality software sector, with many participants monitoring the stock for potential breakouts.

Amer Sports, Inc. engages in manufacturing, marketing, and selling sports equipment, apparel, and footwear. It operates through the following segments: Technical Apparel, Outdoor Performance, and Ball and Racquet Sports. The Technical Apparel segment refers to outdoor apparel, footwear, and accessories. It includes the Arc’teryx and Peak Performance brands. The Outdoor Performance segment focuses on outdoor apparel, footwear, accessories, and winter sports equipment. It includes the Salomon, Atomic, Armada, and ENVE brands. The Ball and Racquet Sports segment relates to sports equipment, apparel, and accessories. It includes the Wilson, Louisville Slugger, DeMarini, EvoShield, Atec, and Luxilon brands. The company was founded on January 03, 2020 and is headquartered in Helsinki, Finland.

Amer Sports Inc.

Amer Sports is trending as investors react to a strong quarterly earnings report that featured revenue growth and an upward revision to full-year guidance. The community is actively discussing the company's impressive profit margins, its portfolio of premium outdoor brands like Arc'teryx, and contrasting its performance with other consumer discretionary peers.

Dominion Energy, Inc. engages in the production and distribution of energy. It operates through following business segments: Dominion Energy Virginia, Dominion Energy South Carolina, Contracted Energy, and Corporate and Other. The Corporate and Other segment focuses on corporate, service company, non-controlling interest in Dominion privatization, and non-regulated retail energy marketing operations. The company was founded by William W. Berry in 1983 and is headquartered in Richmond, VA.

Dominion Energy Inc

Dominion Energy is trending following a significant merger agreement with NextEra Energy, creating a global utility powerhouse designed to meet surging power demand from AI data centers. The community is actively debating the deal's regulatory feasibility, the potential impact on customer electricity rates, and whether the all-stock transaction represents a bargain or an overextension.

MakeMyTrip Ltd. engages in the provision of travel services. It offers air ticketing, hotels and packages, rail tickets, bus tickets, car hire, experiences and ancillary travel requirements such as foreign currency exchange services, visa processing, facilitating access to travel, and other insurance products. The company was founded by Deep Kalra and Rajesh Magow on April 28, 2000 and is headquartered in Gurgaon, India.

MakeMyTrip Ltd

MakeMyTrip is trending as investors monitor the company's strong category leadership and massive growth potential within India's expanding travel market, often drawing comparisons to other dominant global online travel agencies. While the stock has seen notable momentum and breakout patterns following solid earnings results, the community remains actively divided between those highlighting long-term structural tailwinds and those cautious of potential overvaluation or broader macroeconomic headwinds.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

AstraZeneca is experiencing significant momentum driven by a recent FDA priority review for its hypertension drug, baxdrostat, and a landmark manufacturing investment in the U.S. that has bolstered investor confidence. The community is actively discussing the stock's long-term growth potential and pipeline strength, particularly in oncology, while monitoring its strategic expansion efforts as a major player in the global pharma landscape.

Relay Therapeutics, Inc. engages in transforming the drug discovery process with an initial focus on enhancing small molecule therapeutic discovery in targeted oncology. Its Dynamo platform is use to integrate an array of edge experimental and computational approaches, which allows to apply the understanding of protein structure and motion to drug discovery. The company was founded by David Elliot Shaw, Matthew P. Jacobson, Dorothee Kern, Mark Murcko, Alexis Borisy, and Jakob Loven on May 4, 2015 and is headquartered in Cambridge, MA.

Relay Therapeutics Inc

Relay Therapeutics is currently trending as the community scrutinizes recent clinical data releases and the company's long-term competitive position, with some investors debating its potential for future growth against broader market volatility.

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Blackstone to invest $5 billion in AI infrastructure venture with Google, powered by TPU chips

Blackstone is partnering with Google to launch a U.S.-based AI infrastructure company powered by Google's TPU chips...

Google Agrees to Create AI Cloud Firm With Blackstone

Alphabet's Google agreed to create an artificial intelligence cloud business with Blackstone, aiming to compete with companies like CoreWeave in a burgeoning market. The project will rely on an...

Asian Stocks Slide, Oil Swings on Iran Uncertainty  The Asia Trade 5/19/2026

'Bloomberg: The Asia Trade' brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts...

Blackstone, Google Join To Create U.S.-based Company To Meet Growing Demand For TPUs

(RTTNews) - Blackstone (BX) announced a joint venture with Google to create a new U.S.-based company that will offer efficient data center capacity, operations, networking, and Google Cloud's Tensor...

<ul class="summary-bullets"><li>Google’s new venture would go head-to-head with neocloud companies like CoreWeave and Nebius.</li><li>GOOGL stock jumped 1% in overnight trading.</li><li>Investors and fans are turning to the Google I/O developer conference, which kicks off Tuesday morning.&nbsp;</li></ul>Alphabet shares were up 1% in overnight trading ahead of&nbsp;Tuesday&nbsp;after the tech&nbsp;giant&nbsp;and investment firm Blackstone announced a new joint venture AI cloud company that would offer compute capacity on demand.The “new U.S.-based company that will offer efficient data center capacity, operations, networking, and Google Cloud’s Tensor Processing Units (TPUs) as a compute-as-a-service offering,” giving “customers another option to access cloud TPUs in addition to using them through Google Cloud,” Blackstone&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/">said</a> in&nbsp;a&nbsp;statement.<a href="https://stocktwits.com/symbol/BX">Blackstone shares</a> were flat in overnight trading.&nbsp;<h2 class="st-heading-2">AI Surge Powering Cloud Demand</h2>Top tech companies, as well as emerging cloud firms, are racing to bring additional cloud capacity online to meet the burgeoning demand driven a breakneck development and the wider adoption of AI.The JV with Google marks the company’s boldest attempt yet to monetize its data center chips with external customers. The venture is expected to compete with firms such as CoreWeave and Nebius — neocloud companies that have gained significant traction by offering supplementary, on-demand cloud computing capacity outside that provided by a customer’s primary cloud provider.Last month, Google&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/googl-stock-leans-on-tpu-strength-amid-shaky-2026-even-elon-musk-admits-they-re-underrated/cZBfnifRebq">introduced</a> a new AI inference processor designed to run models, alongside an upgraded chip tailored for training AI models.<h2 class="st-heading-2">Google’s Technical Chops, Blackstone Funding</h2>Under the terms of the partnership, Blackstone will invest an initial $5 billion in equity capital from funds it manages.&nbsp;The new company, which is yet unnamed, would bring the first 500 MW of capacity online in 2027, with plans to scale significantly over time. Google will supply hardware, including TPUs, as well as software and services to run the capacity.Blackstone will be the majority owner and is expected to support around $25 billion in compute investments into the new company, the Wall Street&nbsp;Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/google-and-blackstone-to-create-new-ai-cloud-company-0e35b91f">reported</a> on Tuesday, citing unnamed sources.Blackstone is an active&nbsp;investor&nbsp;in AI and counts itself as the world’s largest provider of data centers. In 2021, it struck a deal to buy data-center operator QTS Realty Trust, and in 2024, it agreed to buy data-center operator AirTrunk.<h2 class="st-heading-2">Retail View On GOOGL, BX</h2>On Stocktwits, the retail sentiment for GOOGL and BX remained ‘bearish,’ unchanged since last week.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> has gained 27% year to date and trades near an all-time high.The cloud JV announcement comes just ahead of&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://io.google/2026/">the Google I/O</a> conference, which kicks off Tuesday morning in Mountain View, California, where the company is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/18/google-i-o-alphabet-ai-wall-street.html">expected</a> to announce a slew of updates spanning Gemini, agentic commerce, and TPUs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stx-wdc-sndk-stocks-sink-as-samsung-strike-ripples-rattle-red-hot-ai-memory-chip-trade/cZXuOCCReZc">MU, STX, WDC, SNDK Stocks Sink As Samsung Strike Ripples Rattle Red-Hot AI Memory Chip Trade</a>&nbsp;

A Google logo is displayed outside an office building on December 12, 2025 in San Diego, CA. (Photo by Kevin Carter/Getty Images)

GOOGL Stock Rises Overnight: Search Giant Launches New AI Cloud Company With Blackstone’s Backing 

The new company will offer cloud capacity built on Google’s TPUs to external customers and has received $5 billion in initial investment from Blackstone.

Equity

The new company will offer cloud capacity built on Google’s TPUs to external customers and has received $5 billion in initial investment from Blackstone.


Google-Blackstone AI Venture Targets Exploding Demand For Compute Power With $5 Billion Initial Data Center Investment

Alphabet and Blackstone are launching a multibillion-dollar AI infrastructure venture to meet soaring demand for AI computing power.read more...

Blackstone Announces Joint Venture with Google to Create New TPU Cloud

Blackstone (NYSE: BX) today announced a joint venture with Google to create a new U.S.-based company that will offer efficient data center capacity, operations, networking, and Google Cloud's Tensor...

NextEra bets $66.8B on AI power boom with Dominion Energy acquisition

NextEra Energy is making a massive $66.8 billion bet that America's artificial intelligence boom will drive a historic surge in electricity demand, announcing plans to acquire Dominion Energy in a...

Blackstone seasoning blend recalled over possible salmonella contamination

A Blackstone seasoning blend has been recalled due to a potential risk of salmonella contamination, according to the U.S. Food and Drug Administration (FDA).Blackstone Products of Providence, Utah, announced it was voluntarily recalling certain lots of its Parmesan Ranch seasoning products...

This Ice Cream Maker Just Went Public. Now Blackstone Might Want to Take It Private.

This Ice Cream Maker Just Went Public. Now Blackstone Might Want to Take It Private...

Blackstone, Inc. engages in the provision of investment and fund management services. It operates through the following segments: Real Estate, Private Equity, Credit and Insurance, and Hedge Fund Solutions. The Real Estate segment includes management of opportunistic real estate funds, Core+ real estate funds, high-yield real estate debt funds, and liquid real estate debt funds. The Private Equity segment consists of management of flagship corporate private equity funds, sector and geographically focused corporate private equity funds, core private equity funds, an opportunistic investment platform, a secondary fund of funds business, infrastructure-focused funds, a life sciences investment platform, a growth equity investment platform, a multi-asset investment program for eligible high net worth investors and a capital markets services business. The Credit and Insurance segment refers to Blackstone Credit, which is organized into two overarching strategies: private credit which includes mezzanine direct lending funds, private placement strategies, stressed and distressed strategies and energy strategies, and liquid credit which consists of CLOs, closed-ended funds, open ended funds and separately managed accounts. In addition, the segment includes an insurer-focused platform, an asset-based finance platform, and publicly traded master limited partnership investment platform. The Hedge Fund Solutions segment focuses on Blackstone Alternative Asset Management, which manages a broad range of commingled and customized hedge fund of fund solutions. It also includes a GP Stakes business and investment platforms that invest directly, as well as investment platforms that seed new hedge fund businesses and create alternative solutions through daily liquidity products. The company was founded by Stephen Allen Schwarzman in 1985 and is headquartered in New York, NY.

Blackstone Inc

Investors are tracking a new $5 billion joint venture focused on building high-performance AI infrastructure and cloud computing services.

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