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Artificial Intelligence 20 June 2026 - 22 June 2026

SMH ETF flows point to AI chip trade moving away from Nvidia

SMH ETF flows point to AI chip trade moving away from Nvidia

The VanEck Semiconductor ETF saw nearly $7 billion pour in on Monday, the biggest sign yet of investors looking beyond just Nvidia and into a basket of chip suppliers. That flow is making its mark. Semiconductor stocks climbed on the day, while the big tech names dragged the Nasdaq lower.
22 June 2026
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HIVE shares rise after Paraguay AI pilot resets bitcoin miner outlook

HIVE shares rise after Paraguay AI pilot resets bitcoin miner outlook

HIVE Digital Technologies shares surged Monday as the company said Columbia University researchers had validated its Paraguay GPU cluster for AI research. The news gave another sign of HIVE’s move into high-performance computing. HIVE was at $5.12 on Nasdaq, up around 20% from its previous close. More than 54 million shares changed hands during the session.
22 June 2026
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Caterpillar’s AI power trade gets fresh proof as Microsoft-Chevron deal taps Solar Turbines

Caterpillar’s AI power trade gets fresh proof as Microsoft-Chevron deal taps Solar Turbines

Caterpillar was pulled deeper into the artificial-intelligence power trade on Monday after Chevron said a Caterpillar unit would help supply capacity for Project Kilby, a 2.67-gigawatt natural-gas power development tied to a Microsoft-operated data center in West Texas. The project gives the heavy-equipment maker a concrete place in one of the largest U.S. co-located power-and-compute plans disclosed so far.
22 June 2026
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Nokia Oyj (HEL:NOKIA, NYSE:NOK) slips heading into Q2; AI-optical momentum pressured

Nokia Oyj (HEL:NOKIA, NYSE:NOK) slips heading into Q2; AI-optical momentum pressured

Nokia Oyj fell in Helsinki on Monday, changing hands at €11.71 at 12:33 EEST, off 0.68%, after its New York ADR finished at $13.49, down 2.46%. There’s no new profit warning—Nokia’s last stock exchange update is still its June 9 treasury-share transfer. Traders seem to be selling the AI-optical network rally as the Q2 closed window arrives Tuesday, with earnings set for July 23. Retail traders face a clear choice: is this a reset or the first slip for the AI premium?
22 June 2026
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AI Draws Trader Interest as Iran Risk Premium Falls

AI Draws Trader Interest as Iran Risk Premium Falls

Oil slid on Monday as progress in U.S.-Iran talks hit prices, but AI stocks stayed strong with fresh money coming in. U.S. stock futures turned higher after early losses, with investors watching for signs out of Tehran and Washington, according to Investing.com. Brent crude traded close to $80 a barrel after Iran said it got waivers for oil and petrochemical exports, easing concerns about supply, Reuters reported. President Donald Trump also took a less tough line on Anthropic.
22 June 2026
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Veterans Kick Off Indiana Freedom Runs Before America’s 250th

SPCX Faces Pressure With SpaceX’s $60 Billion AI Push Straining Valuation

SpaceX stock slipped ahead of Monday’s U.S. open as traders cashed out gains from the record IPO and priced in the $60 billion Cursor deal. The most recent quote for Space Exploration Technologies Corp. was $185.00, down $6.64 or about 3.46% as of 04:06 EDT. Google Finance’s regular-session close on Thursday also showed $185.00, a drop of $6.82 or 3.56%. At $185, the shares are still 37.0% up from the $135 IPO price, but sit 18.0% below the $225.64 high.
22 June 2026
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Micron stock faces June 24 earnings test after AI memory rally and record close

Micron stock faces June 24 earnings test after AI memory rally and record close

Micron Technology heads into the new week as one of the stock market’s most watched earnings names after a holiday-shortened surge left the memory-chip maker at $1,133.99 a share, up 8.7% in Thursday’s session and about 16% above its June 12 close. U.S. markets were closed Friday for Juneteenth, leaving Thursday’s close as the last regular-session price before trading resumes Monday.
21 June 2026
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US Stocks This Week: PCE Inflation, Micron Earnings in Focus as AI Rally Hovers Near Records

US Stocks This Week: PCE Inflation, Micron Earnings in Focus as AI Rally Hovers Near Records

Stocks go into the last full week of June with AI leaders still leading, but there’s less margin for error now as investors look ahead to an important inflation print and Micron Technology’s results. Last week was shortened by the Juneteenth holiday—NYSE closed on Friday, June 19. Thursday’s session was the last cash close.
21 June 2026
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Pelosi family positions in AI, Big Tech grab attention after new trades

Pelosi family positions in AI, Big Tech grab attention after new trades

Pelos family filings show they continue to hold major positions in leading U.S. tech and AI infrastructure stocks, despite selling a large amount of Apple, Nvidia and Amazon back in December. The House filings show these holdings are listed as spouse-owned, not owned directly by Nancy Pelosi.
21 June 2026
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Constellation Energy stock ends shortened week higher as AI power rules lift nuclear trade

Constellation Energy stock ends shortened week higher as AI power rules lift nuclear trade

Constellation Energy shares ended a holiday-shortened U.S. trading week sharply higher, helped by a fresh federal push to speed electricity connections for large AI data centers and by renewed buying in power producers tied to the data-infrastructure trade. The stock closed Thursday at $274.06, up 2.58% on the day and 8.0% from its June 12 close.
20 June 2026
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