Cathie Wood recently spoke at The Convergence Summit, highlighting the emergence of 'The Great Acceleration,' where five innovation platforms are converging simultaneously. YZi Labs posted on X. These platforms include artificial intelligence (AI), energy storage, multi-omics sequencing, public blockchains, and robotics, each following an exponential S-curve. Wood noted that ARK Invest's Convergence Network Strength has increased from 20% to 35%, with a more significant leap anticipated between 2025 and 2035. She provided examples of this convergence, such as space data centers combining AI, robotics, and energy, which are 20-25% cheaper than terrestrial ones. In genomics, AI and multi-omics are being used to train foundational models on billions of DNA data points, described as 'LLMs for biology.' In payments, blockchain and AI are enabling stablecoins to facilitate global transactions and resource coordination by AI agents. Despite the rapid scaling of tech capital expenditures reminiscent of 1998, Wood pointed out that mega-cap price-to-earnings ratios remain a fraction of the dot-com era peaks. The market is currently pricing in linear growth, while the infrastructure being developed is exponential, indicating an underpriced acceleration.

A court in Alberta has ruled against political activists seeking to initiate a petition for a vote on separating from Canada. Bloomberg posted on X that the decision was based on the government's failure to fulfill its obligation to consult with Indigenous communities. The ruling highlights the importance of engaging Indigenous groups in discussions that could significantly impact their rights and territories. This decision underscores the legal requirement for meaningful consultation with Indigenous peoples in matters of national and regional significance.

Cisco, the world's largest network equipment manufacturer, has projected its fourth-quarter sales to exceed analyst expectations, driven by growing demand for AI infrastructure. According to Jin10, the company announced in its third-quarter earnings report on Wednesday that it anticipates revenue of $16.7 billion to $16.9 billion for the quarter ending in July, with earnings per share expected to be approximately $1.16 to $1.18. Analysts had previously forecasted revenue of $15.8 billion and earnings per share of $1.07. Cisco also revealed a restructuring plan aimed at increasing investment in AI and other growth opportunities. This plan is expected to incur up to $1 billion in severance and other one-time costs. The layoffs will affect fewer than 4,000 positions, representing less than 5% of the total workforce. Following the earnings announcement, Cisco's stock rose over 13% in after-hours trading, and the stock has increased by 32% since the beginning of the year.

AMD has reached a significant milestone by achieving a precise 35-qubit quantum simulation on a single AMD Instinct MI355X GPU running Qibo. According to Jin10, this marks the largest scale record for single GPU operations on AMD hardware to date.

Microsoft is reportedly exploring deals with artificial intelligence startups to prepare for a 'post-OpenAI era.' According to Jin10, the tech giant had considered acquiring Cursor but abandoned the idea due to antitrust concerns. Microsoft has been in discussions with AI startup Inception regarding potential transactions. Inception has hired a bank to negotiate a deal worth at least $1 billion.

Monthly trading volume on the Polymarket prediction market experienced a decline of approximately 8.9% in April, marking the first decrease in month-to-month activity since August. According to Cointelegraph, this drop comes as competitors like Kalshi are expanding their market share. Data from Dune Analytics reveals that Polymarket and its U.S.-based trading application collectively generated over $10.2 billion in volume in April, down from more than $11.2 billion in March. Meanwhile, Kalshi's trading volume surged by about 13% in April, reaching approximately $14.8 billion. Overall, the total monthly trading volume for prediction markets increased to around $29.8 billion in April, up from about $26.5 billion in March, representing a 12.4% increase. Polymarket's decline in volume coincides with the company's efforts to reintegrate into U.S. markets amid heightened legal and regulatory scrutiny from U.S. lawmakers. This scrutiny follows the sector's rapid growth during the 2024 elections. Prediction markets are attracting new competitors, such as Prophet, an AI-native prediction market platform, which recently launched its first live trading tranche. This system features an AI model acting as the counterparty using real capital. Additionally, financial technology company MoonPay introduced an AI technology tool for trading strategies on prediction markets. Polymarket is actively seeking to expand its presence in the U.S. after exiting in 2022 due to a settlement with the U.S. Commodity Futures Trading Commission (CFTC). This settlement barred the platform from allowing U.S. residents on its main global exchange. In December 2025, Polymarket launched a dedicated app for U.S. customers, although it remains separate from the global platform and its liquidity. Concerns about insider trading on prediction markets, particularly in areas related to war, energy prices, and geopolitically sensitive issues, have been raised by several U.S. lawmakers and regulatory officials. In March, Senator Elizabeth Warren and over 40 Congressional representatives urged the CFTC to prohibit government insiders from using prediction market platforms for profit while in office or serving in an official capacity. The CFTC asserts that event contracts are a type of swap under its jurisdiction and emphasizes the need for federal employees to understand existing restrictions on prediction market insider trading. Additionally, Wisconsin Attorney General Josh Kaul filed lawsuits against Kalshi, Polymarket, and other prediction markets in April, accusing them of violating state sports betting laws.

Cisco shares experienced a significant increase of more than 7% in after-hours trading. According to Jin10, this surge follows recent developments and announcements from the company, contributing to heightened investor interest and market activity.

Cisco Systems has revised its order forecast for the fiscal year 2026, increasing the expected amount from $5 billion to $9 billion. According to Jin10, this adjustment reflects the company's optimistic outlook on its business performance and market demand. The updated forecast suggests a significant growth in orders, indicating a positive trend for Cisco's future operations.

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5月11日，Google威胁情报团队（GTIG）发布了一份季度威胁情报报告，记录了一件此前从没有发生过的事。

eBay has firmly rejected GameStop’s ambitious $55.5 billion to acquire the company, dimissing the offer as "neither credible nor attractive" and reigniting intense debate over whether GameStop's growing Bitcoin strategy can realistically sustain itself.

Meta Platforms is offering rival AI chatbots one month of free access to WhatsApp in Europe to address antitrust concerns raised by the European Commission. The move aims to avoid a potential fine of up to 10% of its global revenue while both sides try to reach a quick agreement.

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