Alphabet 'C'

ARK Innovation sold large stakes: around 38,273 Alphabet C shares (≈$13.2m), 20,000 Amazon shares (≈$5.1m), 20,470 AMD shares (≈$10.1m) and 34,548 Palantir shares (≈$6m). The stocks remain in the fund's top-25 positions despite the sales. The reallocation comes amid the current AI safety debate; Citigroup warns that a slowed AI development could weigh on earnings forecasts for large tech companies. » More on finanzen.net

Google will add a feature to Find Hub that lets Gemini save the location and a photo of important items (like passports) so you can ask later where you put them. The capability will roll out to devices running Android 16 or later in countries that support both Gemini and Find Hub. Google also announced Guided Vision in Gemini Live to help locate small items or read fine print, plus chat themes and shared Google Keep notes in Google Messages. » More on theverge.com

Marvell has granted Google a warrant on up to 58.97 million shares at an exercise price of $206.58, exercisable until Aug. 18, 2033, which vests partly over time and partly based on Google revenue. The agreement covers custom‑silicon programs for the TPU ecosystem, including AI accelerators, storage and network controllers, and near‑memory compute. Market reaction: Marvell shares rose as much as about 8.9 percent; analysts see mostly upside potential with a median price target of roughly $272.73; the maximum package value is, according to the SEC, up to $12.2 billion. » More on finanzen.net