Today: 25 June 2026
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Artificial Intelligence 3 June 2026 - 4 June 2026

Nvidia Faces New AI Test After Broadcom Drop Hits Chip Stocks

Nvidia Faces New AI Test After Broadcom Drop Hits Chip Stocks

Nvidia shares slipped to $214.75 premarket as a Broadcom-led chip selloff rattled AI stocks, after Broadcom’s disappointing AI chip results and flat 2027 revenue target triggered a $315 billion market value drop; investors are questioning whether Nvidia’s rapid growth and dominance can keep matching sky-high expectations despite record Q1 revenue and expanded buybacks.
4 June 2026
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Alphabet Stock Eyes AI Raise as Google Parent Increases Target to $84.75 Billion

Alphabet Stock Eyes AI Raise as Google Parent Increases Target to $84.75 Billion

Alphabet shares slipped about 0.7% pre-market as investors reacted to its $84.75 billion equity raise to fund massive AI infrastructure spending, with the common-stock offering set to close today and a $10 billion Berkshire Hathaway investment anchoring the deal; 2026 capital expenditures are forecast at $180–$190 billion, with stock dilution and AI demand key risks.
4 June 2026
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IREN Up Early as 800MW AI Campus in Australia Heats Up Power Race

IREN Stock Moves Early as Market Reacts to Australia AI Data-Center Push

IREN Ltd. shares dropped 5.8% in extended trading to $61.66 after announcing an 800MW Australian data-center campus, despite a $3.65B GPU financing deal and major contracts with Microsoft and Nvidia; Q3 revenue fell to $144.8M with a $247.8M net loss, as investors weigh growth ambitions against execution, bitcoin prices, and project risks.
4 June 2026
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Sandisk Stock Warning: The $1,150 SNDK Offer Investors Are Being Told to Reject

SanDisk’s Rally Pauses as AI Chip Names Hit Resistance

SanDisk shares plunged 5.7% premarket to $1,727.22 after a record close, as a selloff in AI chip stocks hit sentiment despite surging 672% year-to-date and reporting 97% sequential revenue growth; investors now weigh memory-chip shortage gains against risks of “chipflation,” customer pushback, and policy pressure, with Wall Street watching for updates at the June 9 Mizuho Technology Conference.
4 June 2026
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Marvell Shares Set New High With Nvidia Surge Lifting Chip Suppliers

Marvell Shares Set New High With Nvidia Surge Lifting Chip Suppliers

Marvell soared to a record $301.65 close after Nvidia CEO Jensen Huang called it the next “trillion-dollar company,” fueling an AI-led rally as investors reprice Marvell for its data-center networking and custom chip growth; record Q1 revenue and raised forecasts add momentum, but Morningstar warns the stock now trades well above its $235 fair value estimate with “High” uncertainty.
4 June 2026
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Veeva Shares Drop Despite Earnings Beat, Investors Eye AI Move

Veeva Shares Drop Despite Earnings Beat, Investors Eye AI Move

Veeva shares slid 2.3% to $178.69 and dropped further after hours despite beating Q1 estimates and raising 2027 guidance, as investors weighed AI spending and CRM migration risks; management highlighted rapid AI progress and Vault CRM growth, but warned customer transitions could cause disruption, with Salesforce winning commitments from some large clients.
4 June 2026
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T1 Energy Stock Gets a $32 Million Battery Test as AI Power Demand Builds

T1 Energy Stock Gets a $32 Million Battery Test as AI Power Demand Builds

T1 Energy shares held nearly flat after announcing a $32 million deal to acquire KORE Power, expanding into battery storage and data-center infrastructure; Northland initiated coverage with an Outperform rating and $16 price target but highlighted funding and ramp-up risks, as T1 aims for positive EBITDA in 2026 and $15–20 million EBITDA contribution in 2027, pending deal closure and KORE shareholder approval.
3 June 2026
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Alphabet Stock Is Slipping After a Huge AI Cash Call. Here’s What Traders Are Watching

Alphabet Stock Is Slipping After a Huge AI Cash Call. Here’s What Traders Are Watching

Alphabet’s Class A shares fell 0.8% after the company upsized and priced an $84.75 billion equity raise to fund AI infrastructure, increasing dilution risk for shareholders even as demand for AI services outpaces supply; the offering is set to close June 4-5, with Berkshire Hathaway as a key investor, but Alphabet warned future share sales could further weigh on stock prices.
3 June 2026
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Stock Market Updates

SanDisk rally faces AI memory test after Micron earnings

SanDisk rally faces AI memory test after Micron earnings

25 June 2026
SanDisk (NASDAQ:SNDK) soared 9.5% after hours to $2,097 following Micron’s strong Q4 outlook, as investors weigh whether SanDisk’s data-center revenue—just 25% of last quarter’s total—can grow fast enough to justify its $291 billion valuation, with Q4 guidance calling for a 34% sequential revenue jump.
Alphabet dips after Dow inclusion kicks off $1.5B ETF shake-up

Alphabet dips after Dow inclusion kicks off $1.5B ETF shake-up

25 June 2026
Alphabet (GOOGL) will replace Verizon in the Dow on June 29 with a projected 4% index weight, prompting the SPDR Dow Jones ETF to buy $1.75 billion of Alphabet shares and cut $1.53 billion from other Dow holdings, but Alphabet closed down 0.24% Wednesday as tech sector pressures outweighed index-related buying.
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