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ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant upward momentum fueled by reports of major insider and political stock purchases alongside a reinstated buy rating from BofA. Community sentiment is overwhelmingly bullish, with many traders discussing a rotation from hardware into software and positioning for a potential squeeze as the stock reclaims key technical levels.

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.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors debate whether its current valuation reflects a deep-value opportunity or a value trap, with the community closely tracking its pivot into agentic AI orchestration and enterprise integration partnerships. While many participants express frustration over persistent share price weakness and perceived market manipulation, others are aggressively accumulating shares, pointing to the company's strong cash position, lack of debt, and potential for long-term growth as the market rotates toward quality AI software.

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 digest a string of beat-and-raise earnings reports and an emerging partnership with OpenAI, while community discussions highlight a sharp divide between those holding for long-term growth and those frustrated by persistent selling pressure and share-based compensation. Sentiment remains split between retail investors eager for a breakout toward higher price targets and short-term traders attempting to capitalize on the stock's cyclical volatility and recent liquidity events.

Trio-Tech International engages in the provision of third-party semiconductor testing and burn-in services. It operates through the following segments: Semiconductor Back-End Solutions (SBS) and Industrial Electronics. The SBS segment is focused on the sale of burn-in and reliability test equipment used in the back-end manufacturing processes of semiconductors. Its equipment includes burn-in systems, burn-in boards, and related equipment that is used in the testing of structural integrity of integrated circuits. The Industrial Electronics segment consists of designing, manufacturing, and distributing a range of tests, processes, and other equipment used in the manufacturing processes of customers in various industries in the consumer and industrial market. The company was founded in 1958 and is headquartered in Los Angeles, CA.

Trio-Tech International

Trio-Tech International is experiencing significant volatility and high trading volume as investors debate its valuation relative to larger semiconductor testing peers. The community is sharply divided, with some highlighting recent contract wins and capacity expansion as signs of a long-term rerating, while others caution against the stock's parabolic move and potential for a sharp reversal.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is currently trending as investors weigh its long-term growth potential in AI-powered defense systems and autonomous drone warfare against recent volatility and sector-wide de-risking. The community is actively debating the company's competitive moats, the impact of federal budget allocations for unmanned systems, and whether current price levels represent an accumulation opportunity for a key player in modern military technology.

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.

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.

Lakeland Industries, Inc. engages in the manufacture and sale of safety garments and accessories for the industrial and public protective clothing market. It operates through the Domestic and International geographical segments. The firm's products include disposable protective clothing, chemical protective clothing, woven protective clothing, fire protective gear, heat protective clothing, reflective protective clothing, hand and arm protection, arc or fire-retardant rated rainwear, and fire-retardant protective clothing. The company was founded in April 1982 and is headquartered in Huntsville, AL.

Lakeland Industries, Inc.

Lakeland Industries is trending as investors monitor potential demand for protective equipment amid rising concerns over global health outbreaks. Community discussion centers on the company's historical performance during past pandemics and ongoing speculation regarding whether current health trends will catalyze a surge in demand for its PPE products.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is attracting significant investor attention following a notable stock purchase by its CEO, signaling internal confidence as the company navigates a strategic pivot toward stablecoin and AI-driven payment infrastructure. While the community remains divided between skepticism over past performance and optimism regarding potential regulatory tailwinds, many are actively monitoring the stock for a possible breakout driven by its evolving business model and institutional interest.

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What's Going On With Blackstone Stock Tuesday?

Blackstone & Google launch a $5B AI infrastructure joint venture. BX stock ticks up premarket despite a bearish technical trend.read more...

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...

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$1.35	--	--	N/A
Q1 '26	$1.34	$1.36	1.67%	BEAT
Q4 '25	$1.54	$1.75	13.93%	BEAT
Q3 '25	$1.23	$1.52	23.93%	BEAT
Q2 '25	$1.10	$1.21	10.26%	BEAT

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