Holdings

• Grab Holdings Limited announced Q1 2026 results on May 5, with revenue surging 24% year-over-year to $955 million, driven by On-Demand and Financial Services growth in Southeast Asia. • On-Demand GMV rose 24% to $6.1 billion, monthly transacting users increased 16% to 51.6 million, and adjusted EBITDA hit a record $154 million, up 46% with a 16.2% margin. • Profit for the period climbed to $120 million from $10 million last year, boosted by operating improvements and a $95 million gain in fair value of financial assets.

• VisionWave Holdings (NASDAQ: VWAV) closed a $20 million senior loan in late February and subsequently completed a $60 million–valued acquisition of AI video intelligence intellectual property, strengthening its technology portfolio. • The acquisition adds significant video AI capabilities to VisionWave's platform and positions the company for expanded market presence in computer vision applications. • These transactions demonstrate continued investor confidence in AI video technology sectors and emerging opportunities in automated visual intelligence.

• Berkshire Hathaway disclosed in SEC filings that its position in Apple has grown to $170 billion in market value, reinforcing Apple as the conglomerate's largest single equity holding at approximately 48% of total equity portfolio. • The increase reflects both organic price appreciation of Apple shares and incremental purchases by Warren Buffett's investment team amid the company's strong iPhone 16 sales and services segment growth. • The substantial concentration signals Berkshire's high conviction in Apple's long-term competitive moat, capital allocation discipline, and valuation at current levels, providing a powerful endorsement to institutional investors amid market volatility.

• Kyndryl Holdings, Inc. (NYSE: KD) announced an April 13, 2026, application deadline for class action lawsuits, with investors urged to contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC. • The notice follows concerns over potential securities issues, impacting shareholders amid broader market volatility. • This legal development adds pressure on the IT infrastructure services firm as Wall Street navigates geopolitical and economic risks.

• Ondas Holdings, Nvidia, and Accenture are among the best-performing tech stocks this week according to Wall Street analyst ratings, with Ondas up 3.64%, Nvidia up 1.65%, and Accenture up 1.35%. • The strength in these stocks reflects investor confidence in AI infrastructure (Nvidia), enterprise AI services (Accenture), and specialized communications technology (Ondas Holdings). • Tech sector momentum continues amid optimism about AI deployment and enterprise technology spending across multiple verticals.

MARA Holdings jumped more than 12% on March 13, 2026, driven by renewed interest in digital asset mining amid broader market volatility. Crypto-related firms outperformed as AI, semiconductors, and EV stocks showed mixed resilience, with Intel up 1.7% on chip production optimism and NIO rising 4%. This momentum underscores investor rotation toward high-growth sectors despite S&P 500's weekly 1.1% decline. Traders eye sustained crypto interest if oil stabilizes over the weekend.