Today: 13 June 2026
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Artificial Intelligence 2 June 2026

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.
2 June 2026
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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.
2 June 2026
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Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

Arm CEO says AI data-center CPU demand is outpacing forecasts, with ByteDance and Oracle as customers. Shares hit an all-time high, jumping 15.73% to $408.85 after Nvidia launched an Arm-based PC chip. Arm could reach its $15 billion AI chip revenue goal sooner than expected, with customer demand for AGI CPUs over 2027-2028 topping $2 billion, more than double March launch figures. Supply limits and export controls remain risks.
2 June 2026
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Sivers jumps 65% after GlobalFoundries deal aimed at AI data-center bottlenecks

Sivers jumps 65% after GlobalFoundries deal aimed at AI data-center bottlenecks

Sivers Semiconductors soared 65% in Stockholm after announcing its lasers will be used in GlobalFoundries’ silicon-photonics designs for AI data-center optical links. No financial terms, production timelines, or revenue forecasts disclosed. Sivers’ Q1 net sales fell 22%. Rosen Law Firm is investigating Sivers after a short report alleged accounting issues; Sivers’ OTC shares dropped 9.2% June 1.
2 June 2026
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CoreWeave Wins Early Access to Nvidia AI Tech, Faces Debt Hurdle

CoreWeave Wins Early Access to Nvidia AI Tech, Faces Debt Hurdle

CoreWeave surged 13.96% to $124.82 after announcing the first validated launch of Nvidia’s Vera Rubin NVL72 system on its cloud. Q1 revenue hit $2.08 billion, backlog reached $99.4 billion, but net loss widened to $740 million and liabilities rose to $50.8 billion. Nvidia gained 6.26%. CoreWeave’s Vera Rubin rack claims up to 10x better inference per watt and one-tenth cost per million tokens versus Blackwell.
2 June 2026
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TSMC’s AI Shares Jump but Market Value Raises a Red Flag

TSMC’s AI Shares Jump but Market Value Raises a Red Flag

TSMC surged 1.06% to a record NT$2,380 in Taipei, driving Taiex to an all-time high. AI demand and Nvidia ties fueled gains, but GuruFocus flagged TSMC as 43.1% overvalued versus its GF Value model. April revenue jumped 17.5% year-on-year; Q1 revenue hit $35.9B with a bullish outlook. CEO C.C. Wei cited “extremely robust” AI demand and raised guidance. Political stability remains a risk factor.
2 June 2026
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Credo Stock Drops After AI Rally Slams Into Post-Earnings Wall

Credo Stock Drops After AI Rally Slams Into Post-Earnings Wall

Credo shares plunged 11.7% after hours to $199.55 despite beating Q4 estimates with $437M revenue, up 157%, and $1.16 EPS. Next quarter’s outlook missed high expectations, with revenue seen at $465M–$475M and margins at 67%–69%. Management flagged growing optical product sales for 2027. Customer concentration, tariffs, and supply chains remain risks. Analyst targets rose, but investors focused on margins and guidance.
2 June 2026
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Palantir Faces AI Trader Test as Stock Rally Draws Bulls

Palantir Faces AI Trader Test as Stock Rally Draws Bulls

Palantir closed Monday up 2.63% at $160.65, but premarket quotes Tuesday showed a 3.37% drop to $155.24. First-quarter revenue soared 85% to $1.633 billion, with U.S. commercial revenue up 133%. The company raised its 2026 outlook. Citi and Rosenblatt hiked targets to $225, while DA Davidson and HSBC cut theirs, citing competition. CEO Karp highlighted U.S. demand. UK government contracts drew new criticism.
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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HPE Stock Jumps in Premarket as Wall Street Raises Estimates on AI Orders

HPE Stock Jumps in Premarket as Wall Street Raises Estimates on AI Orders

HPE surged 28.7% to $60.96 premarket after smashing Q2 estimates with $10.7B revenue and 79¢ EPS, citing record AI server and networking demand. Fiscal 2026 revenue growth outlook raised to 29%–33%, with adjusted EPS of $3.35–$3.45 and free cash flow at least $3.5B. Networking revenue soared 148.2% to $2.7B, driven by Juniper. Management flagged a record backlog and price hikes on server memory.
2 June 2026
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Marvell shares rise as new AI switch draws fresh interest from Wall Street

Marvell shares rise as new AI switch draws fresh interest from Wall Street

Marvell shares jumped nearly 7% to $219.43 after launching the Teralynx T100, a 102.4 Tbps switch chip for AI data centers. The company recently raised its long-term revenue outlook on higher AI demand and forecasts $2.7 billion in Q2 revenue. Marvell’s data-center business topped analyst estimates and is expected to grow about 50% this year. Market cap stands at $196 billion, with shares trading at about 75 times earnings.
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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Nvidia Shares Fall Even as AI Stocks Break Records, Traders Eye Taiwan

Nvidia Stock Surges 6% as Jensen Huang’s New AI PC Chip Targets AMD and Intel

Nvidia surged 6.26% to $224.36 after unveiling RTX Spark, a 1-petaflop AI chip for Windows PCs, pushing its value to $5.47 trillion and lifting the Nasdaq and S&P 500 to record closes. Microsoft shares rose 2.3% on the partnership; Qualcomm fell 8.8%, Intel dropped 4.7%. CEO Jensen Huang confirmed strong demand but said Nvidia remains supply constrained, citing reliance on Taiwan-based suppliers as a key risk.
2 June 2026
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Stock Market Today

  • How a Stock Market Crash Could Accelerate Your Retirement by 10 Years
    June 13, 2026, 3:09 AM EDT. A stock market crash can offer significant buying opportunities for investors. Historical examples like the 2008 financial crisis and 2020 pandemic crash show that investing during downturns can lead to extraordinary long-term gains. An investor consistently putting aside £500 monthly at an 8% annual gain could amass around £1.1m in 35 years. However, fetching higher returns of 13% annually, potentially by buying quality stocks at depressed prices during crashes, can shorten this timeline to 25 years, enabling retirement up to a decade earlier. Experts highlight quality businesses such as Rolls-Royce (LSE:RR.) as key candidates, noting its improving profitability and cash flow despite risks. Preparing a strategy ahead of crashes is essential as market downturns remain almost certain over the next 30 years.

Latest articles

SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

SGH Limited Holds Back as ASX 200 Pushes Higher Before FY26 Results

13 June 2026
SGH closed at A$41.51, up 0.70% but underperformed the S&P/ASX 200’s 1.98% surge, as investors weighed solid cash flow and Boral margin gains against a high 36.03 P/E, mixed demand, and M&A risk; the next key catalyst is FY26 results on August 11, with analysts’ average target at A$47.64, 14.76% above Friday’s close.
NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

NCR Voyix Rallies 10% After Investors Shift on Turnaround Bets

13 June 2026
NCR Voyix soared 10.25% to $7.85, far outpacing the market, as investors focus on the company’s 2026 cash-flow and earnings targets; the next key catalyst is the Q2 2026 earnings update, with stock valuation appearing low if management delivers on margin and cash-flow goals, but risks remain with declining reported revenue and high debt.
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