Today: 2 June 2026
UiPath Faces Three-Day Test for AI Stock Rebound

UiPath Stock Move Makes Wall Street Revisit AI Automation

UiPath surged 11.77% to $13.10 on Monday after Q1 revenue rose 17% to $418 million and guidance improved, but analysts stayed cautious. Annualized renewal run-rate hit $1.901 billion. CEO Dines called it a “strong start”; management cited GAAP profitability. IceVulcan, controlled by Dines, may sell up to 2.975 million shares. Risks flagged include slow ARR growth and competition from Microsoft and Salesforce.
2 June 2026
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Meta Shares Sink on AI Spending Plans — Street Eyes $145 Billion

Meta Shares Sink on AI Spending Plans — Street Eyes $145 Billion

Meta shares slid 5.1% to $600.47 Monday as investors questioned its $125–$145 billion AI capex plan. Alphabet’s $80 billion AI funding move sharpened focus on Big Tech spending. Bank of America urged clients to favor “capex takers” over “crowded AI spenders” like Meta. First-quarter ad revenue rose 33%, but daily active users slipped from last quarter. Legal and operational risks remain, with lawsuits and rising costs in play.
2 June 2026
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Alibaba up 6% as China tech stocks get a lift from AI trade

Alibaba up 6% as China tech stocks get a lift from AI trade

Alibaba shares jumped 6.5% in Hong Kong to HK$130.80, trading as high as HK$131.20 amid a tech rally. Investors targeted Chinese internet stocks linked to AI adoption. Quarterly revenue rose 3% but missed estimates; adjusted EBITA plunged 84% on AI and cloud spending. Cloud revenue surged 38% with AI products making up 30% of external sales. Board approved a $0.13125 per share dividend for fiscal 2026.
2 June 2026
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Nokia Stock Jumps Again as AI Bet Grips Helsinki Market

Nokia Stock Jumps Again as AI Bet Grips Helsinki Market

Nokia jumped 5.24% to €14.26 in Helsinki after its U.S. ADR surged 9.50% to $16.25, fueled by a 49% rise in Q1 sales to AI and cloud customers and a maintained 2026 profit outlook. OMX Helsinki 25 gained 1.37%. Nokia expects AI and cloud market growth at 27% CAGR from 2025–2028. Insider bought 44,682 NYSE shares. Risks flagged include competitive pressure, spending changes, and supply-chain disruption.
2 June 2026
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SpaceX insiders get early chance to sell before $75 billion IPO

SpaceX insiders get early chance to sell before $75 billion IPO

SpaceX set aside 5% of IPO shares for select employees and others chosen by executives, with no standard lock-up. The company targets a $75 billion raise at a $1.75 trillion valuation, aiming to list on Nasdaq as SPCX. Elon Musk will retain 85.1% voting power. Starlink was the only profitable division last quarter; the AI unit lost $2.47 billion. Anthropic will pay SpaceX $1.25 billion monthly for AI compute through 2029.
2 June 2026
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FTSE 100 Bounces with EasyJet Bid Pushing UK Stocks Into Spotlight

FTSE 100 Bounces with EasyJet Bid Pushing UK Stocks Into Spotlight

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2 June 2026
FTSE 100 rises 0.28% to 10,367.71 after Monday’s Middle East-driven drop; Brent crude slips 0.57% to $94.44. EasyJet in focus as Castlelake eyes a possible bid before June 26 deadline, holding 2.14% stake and valuing shares at not less than 403.23p. Drax to buy Bluefield Solar Income Fund for £561 million. UK house prices fall 0.6% in May, first drop since December. Factory prices post fastest rise since June 2022.
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Broadcom Shares Up Ahead of Earnings With AI Sales in Focus

Broadcom Shares Up Ahead of Earnings With AI Sales in Focus

Broadcom jumped 3% to $459.97 ahead of Wednesday’s Q2 earnings, with options pricing in a 9% swing either way. Analysts raised targets, led by HSBC’s $600 call. Investors focus on AI chip and networking demand through 2027 after Q1 AI revenue soared 106% to $8.4B. Q2 guidance: $22B revenue, 68% adjusted EBITDA margin. Risks flagged if AI orders or forecasts disappoint as stock nears consensus target.
2 June 2026
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Lithium Americas Stock Jumped While Lithium Peers Fell — The Thacker Pass Bet Behind It

Lithium Americas Stock Jumped While Lithium Peers Fell — The Thacker Pass Bet Behind It

Lithium Americas jumped 5.8% to $5.51 as investors focused on its Thacker Pass project, bucking declines in Albemarle, SQM, and the lithium ETF. Construction at Thacker Pass is “accelerating,” with over 1,300 workers on site and $1.2 billion in cash. GM owns 38% of the joint venture. Risks include $80–$120 million in potential tariffs and a $250 million share-sale program. Analyst consensus remains “hold” with a $5.34 target.
2 June 2026
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Amazon Stock Drops Even as Tech Benchmarks Hit Records — AI Bets in Focus

Amazon Stock Drops Even as Tech Benchmarks Hit Records — AI Bets in Focus

Amazon shares slid 3.5% to $261.26 Monday, underperforming the Nasdaq and S&P 500 as investors scrutinized heavy AI-related spending. Anthropic’s confidential IPO filing put Amazon’s $79.2 billion investment and AWS ties in focus. First-quarter net sales rose 17%, AWS revenue jumped 28%, but free cash flow fell as capital expenses surged. Wall Street flagged capex risks and uneven AI returns.
2 June 2026
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Keel Infrastructure shares jump again as single AI lease grabs focus

Keel Infrastructure shares jump again as single AI lease grabs focus

Keel Infrastructure surged 7.39% to $6.10 after shifting from bitcoin mining to AI data-center infrastructure, with 48.7 million shares traded. Q1 revenue fell 23% to $37 million, with a $98 million operating loss. Liquidity stands at $533 million. Keel aims to secure leases at Panther Creek, Sharon, and Moses Lake. Alliance Global raised its price target to $8. Analyst average is $5.25. No hyperscale lease yet, unlike peer Applied Digital.
2 June 2026
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Ondas Shares Edge Up on $110M Order Update—Risk Remains for Traders

Ondas Shares Edge Up on $110M Order Update—Risk Remains for Traders

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2 June 2026
Ondas Inc. jumped 1.82% to $13.46 after reporting over $30 million in May orders, pushing Q2 orders above $110 million. First-quarter revenue hit $50.1 million, up from $4.3 million last year, and the 2026 revenue target rose to at least $390 million. Acquisition plans for Omnisys and a 2.7 million share resale registration add supply risk. Ondas outperformed defense peers as traders focused on its growing backlog.
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Nebius Stock Surges on Nvidia Approval—AI Cloud Stocks Push Higher

Nebius Stock Surges on Nvidia Approval—AI Cloud Stocks Push Higher

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2 June 2026
Nebius surged 14.5% to $264.51 after Nvidia CEO Jensen Huang called it “growing incredibly fast” at Computex and Situational Awareness disclosed a 5.6% stake. Shares hit a 52-week high, trading over 24 million shares. Q1 revenue soared 684% to $399 million. Citigroup raised its price target to $287. Nebius will present at the BofA tech conference June 3.
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Archer Aviation stock moves up as investors watch for 2026 air-taxi test

Archer Aviation stock moves up as investors watch for 2026 air-taxi test

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1 June 2026
Archer Aviation shares rose 0.8% to $6.87 as investors tracked its 2026 commercial launch targets and high cash burn. The company reported $1.6 million Q1 revenue, a $217.7 million net loss, and $1.78 billion in cash. Archer completed Phase 3 of FAA certification for its Midnight eVTOL, aims for first U.S. operations this year, and forecasts a Q2 adjusted EBITDA loss up to $200 million. No FAA-certified eVTOLs are in U.S. commercial use yet.
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BlackBerry Stock Has Surged. The Week Ahead Could Decide If It Sticks

BlackBerry Stock Has Surged. The Week Ahead Could Decide If It Sticks

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31 May 2026
BlackBerry closed at $9.00 in New York, up 2.5% Friday and 13.8% for the week, hitting a six-session streak near its 52-week high. Volume surged to 45.1 million shares. Gains follow April’s QNX revenue jump to $78.7 million and a $950 million royalty backlog. AtHoc secured 2026 FedRAMP Class D High re-certification. QNX highlighted robotics at Boston’s summit. Investors await June 2 and June 25 updates on bookings and revenue.
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Latest

Coherent Corp Stock: BofA’s $400 Call Puts AI Optics Back in Play

Coherent Stock Is Surging Again — Here’s Why Wall Street Is Chasing AI’s Hidden Bottleneck

Coherent shares soared 17% to $425.44 after strong Q3 results and renewed AI infrastructure demand, fueled by Nvidia’s $2 billion March investment and fresh focus on supply bottlenecks; the company guided Q4 revenue as high as $2.05 billion, but risks remain if AI spending or Nvidia-linked demand falters.
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02 Jun
QQQM’s $835 Million AI Wave Meets a Zscaler Reality Check

QQQM’s $835 Million AI Wave Meets a Zscaler Reality Check

Invesco’s QQQM rose 0.2% to $306.54 after $835.44 million in five-day net inflows, driven by investor demand for AI-linked giants like Nvidia, Apple, and Microsoft, even as Zscaler plunged 8.9% on weak guidance, highlighting ongoing volatility and risk in concentrated growth funds.
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02 Jun
DRAM-focused ETF’s $13 Billion Run on AI Memory Sets Up Market’s Tightest Chip Trade

DRAM-focused ETF’s $13 Billion Run on AI Memory Sets Up Market’s Tightest Chip Trade

Roundhill Memory ETF (DRAM) drew $553.7 million in new inflows on May 29, pushing assets to $13.36 billion and ranking among the top 10 U.S. ETF daily creations, as investors pile into AI-memory exposure; DRAM traded near $68.09 late Tuesday morning, but faces risks from memory price swings, supply issues, and concentrated bets.
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02 Jun
Dow closes outperformed by S&P 500, Nasdaq after bell

Dow Up as Alphabet’s $80 Billion AI Surprise Weighs on Market

Hewlett Packard Enterprise soared 26% after accelerating long-term financial targets by two years and reporting a 40% jump in revenue, while Marvell Technology surged 22% on bullish AI comments from Nvidia’s CEO; Alphabet fell after announcing an $80 billion equity sale to fund AI infrastructure, raising dilution concerns for investors.
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02 Jun
Why POET Technologies Stock Jumped After a $50 Million Lumilens AI Optics Order

POET Technologies Stock Rises After Pullback as AI-Optics Traders Step In

POET Technologies surged 10% to $15.24 as traders rotated back into the volatile AI-hardware stock after last week’s 17.1% drop, with the move centered on a $400 million financing deal and a $50 million Lumilens supply agreement that could reach $500 million over five years, though full-scale production and milestone-dependent orders remain key risks.
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02 Jun
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