Today: 25 June 2026
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Artificial Intelligence 1 June 2026 - 2 June 2026

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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Intel Stock Drops as Nvidia’s AI PC Chip Takes Aim at Its Core Turf

Intel Stock Drops as Nvidia’s AI PC Chip Takes Aim at Its Core Turf

Intel plunged 4.7% to $109.33 as Nvidia launched RTX Spark, a new AI PC chip set for release this fall in systems from Dell, HP, Lenovo, Asus, and Microsoft. Nvidia jumped 6.3%. The Philadelphia SE Semiconductor Index rose 1.1%. Intel’s Computex announcements of Xeon 6+ and Crescent Island failed to reassure investors. Barclays raised Intel’s price target to $100 but kept an Equal Weight rating.
2 June 2026
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Constellation Energy Shares Drop After $3.1 Billion Sale Raises Questions for AI Power Bet

Constellation Energy Shares Drop After $3.1 Billion Sale Raises Questions for AI Power Bet

Constellation Energy plunged 6.6% to $268.90 after existing holders priced 11 million shares at $281 in a secondary offering, raising $3.09 billion with no proceeds to the company. Constellation agreed to repurchase 2 million shares from underwriters. Utilities lagged the market; Vistra fell 3.5%, NRG 3.6%. The Crane plant restart, key to AI data-center power deals, faces possible grid-access delays, with regulatory rulings expected by July.
1 June 2026
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Arista Networks Stock Jumps Toward Record as AI Networking Bets Heat Up

Arista Networks Stock Jumps Toward Record as AI Networking Bets Heat Up

Arista Networks surged 7.65% to $171.68, adding $15 billion in market value as investors targeted AI infrastructure plays. First-quarter revenue jumped 35.1% to $2.709 billion, with operating cash flow at $1.69 billion. Analyst upgrades cite potential 40% revenue growth if Arista holds key cloud customers. Risks remain from supply shortages, customer concentration, and margin pressure from rising component costs.
1 June 2026
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Dow Inches Up After Hours; Nvidia’s AI Move Keeps Wall Street Near Highs

Dow Inches Up After Hours; Nvidia’s AI Move Keeps Wall Street Near Highs

Dow closes up 44.70 points to 51,076.85 as Nvidia’s RTX Spark chip news lifts tech stocks; S&P 500 and Nasdaq also rise. Oil prices jump to $94.98 on renewed U.S.-Iran tensions, capping broader gains. Factory activity grows for a fifth month, complicating Fed rate outlook. Market breadth remains narrow, with most advances in tech and AI. Investors await Friday’s jobs report and the Fed’s June meeting.
1 June 2026
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POET Technologies up 17% as traders look at AI orders, lawsuit timing, Marvell selloff

POET Technologies up 17% as traders look at AI orders, lawsuit timing, Marvell selloff

POET Technologies surged 16.7% to $14.34 on Nasdaq as over 36 million shares traded after new law firm reminders about a June 29 lead-plaintiff deadline in a securities case tied to April’s selloff. The stock’s rebound follows a $50 million Lumilens order, $400 million financing, and Q1 revenue jump, but legal risks and reliance on AI data-center deals remain. POET aims to move its headquarters to the U.S. to avoid PFIC tax issues.
1 June 2026
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Marvell Shares Tick Up After Latest AI Move

Marvell Shares Tick Up After Latest AI Move

Marvell Technology surged 9% to $223.36 after launching the Teralynx T100, a 102.4 Tbps switch chip for AI and cloud data centers. Fiscal Q1 revenue hit $2.418 billion, up 28%, with Q2 guidance at $2.70 billion. Barclays raised its price target to $275. Marvell targets over $10 billion in custom chip sales for fiscal 2029, but 82% of 2026 sales depend on 10 clients, and supply risks remain.
1 June 2026
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Zoom Gains 11% as Anthropic IPO Filing Draws Spotlight to Its $1.27 Billion AI Stake

Zoom Gains 11% as Anthropic IPO Filing Draws Spotlight to Its $1.27 Billion AI Stake

Zoom shares soared nearly 11% to $114.56 after Anthropic filed confidentially for an IPO, spotlighting Zoom’s $1.27 billion stake in the AI firm. Zoom also launched ZoomMate, a $20/month AI tool that automates meeting tasks. Q1 revenue rose 5.5% to $1.239 billion. The company warned that Anthropic’s IPO timing and valuation could impact results, and competition from Microsoft, Google, and Cisco remains intense.
1 June 2026
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Alphabet Shares Dip as Google Stock Faces Another AI Hurdle

Alphabet Shares Dip as Google Stock Faces Another AI Hurdle

Alphabet shares fell 1.1% to $376.26 Monday, lagging the QQQ ETF’s 0.9% gain, as investors weighed AI-driven growth against soaring capex, now forecast at up to $190 billion for 2026. Piper Sandler and Truist raised price targets, citing AI and cloud momentum. EU draft rules threaten cloud contracts. DuckDuckGo’s “no-AI” search traffic surged after Google’s AI changes. Alphabet’s annual meeting is set for Friday.
1 June 2026
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Twilio Stock Surges As AI Turnaround Pulls Wall Street Back In

Twilio Stock Surges As AI Turnaround Pulls Wall Street Back In

Twilio shares surged 14.7% to $218.75 after raising its 2026 outlook and reporting first-quarter revenue up 20% to $1.41 billion. Analysts cited gross-profit growth and AI-driven demand. The company lifted its 2026 revenue growth forecast to 14%-15% and non-GAAP operating income to up to $1.10 billion. Gross margin slipped to 49% as carrier fees rose. Market cap reached $34.5 billion.
1 June 2026
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Anthropic IPO Filing Faces Wall Street’s $965 Billion Challenge

Anthropic IPO Filing Faces Wall Street’s $965 Billion Challenge

Anthropic has confidentially filed a draft S-1 for a planned IPO after raising $65 billion at a $965 billion valuation. Annualized revenue reached $47 billion in May, but losses persist. Claude faces rivals OpenAI and Google. Investor Michael Burry warned the $1 trillion valuation may not hold. Uncertainty surrounds a key compute deal with SpaceX, whose AI unit lost $2.5 billion last quarter. Public filing could reveal revenue, losses, and customer details for the first time.
1 June 2026
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Oracle Stock Moves Higher as AI Backlog Draws Focus

Oracle Stock Moves Higher as AI Backlog Draws Focus

Oracle surged over 8% to $244.73 after beating Q3 earnings forecasts and reporting a 44% jump in cloud revenue. Remaining performance obligations soared 325% to $553 billion. Oracle projects $67 billion in fiscal 2026 revenue and $50 billion in capital spending. Bearish bets surfaced, with a $1.07 billion put-options position disclosed. Investors now watch if AI contracts convert fast enough to offset heavy data-center costs.
1 June 2026
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TSMC Shares Up After Nvidia’s AI PC Push Brings Focus Back to Taiwan Chipmaker

TSMC Shares Up After Nvidia’s AI PC Push Brings Focus Back to Taiwan Chipmaker

TSMC’s U.S. shares jumped 5.4% to $441.09 after Nvidia unveiled its new AI-focused RTX Spark chip in Taipei. Investors pushed TSMC’s ADRs higher on strong demand for its advanced chip manufacturing and tight capacity. TSMC forecasts Q2 revenue of $39.0–$40.2 billion and gross margin up to 67.5%. Taipei shares held steady, while TAIEX hit a record 45,338. TSMC’s next sales update is due June 10.
1 June 2026
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UiPath Shares Jump Almost 10% as AI Test Arrives for PATH

UiPath Shares Jump Almost 10% as AI Test Arrives for PATH

UiPath surged nearly 10% to $12.88 after Q1 revenue beat at $418M, guidance raised, and first GAAP profit posted. Annualized renewal run-rate climbed 12% to $1.901B. Analyst targets mostly unchanged; consensus neutral, average $14.48. BofA remains Underperform, citing AI competition and sustainability doubts. Microsoft and ServiceNow expanding in AI agents. UiPath warns on ARR risks, customer retention, and reliance on third-party AI models.
1 June 2026
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ServiceNow Stock Gains as Wall Street AI Trade Turns

ServiceNow Stock Gains as Wall Street AI Trade Turns

ServiceNow soared 8.5% to $134.95 in heavy trading after Nvidia CEO Jensen Huang dismissed fears that AI agents will replace software firms, calling it “exactly the opposite.” Salesforce, IBM, and Adobe also rallied as investors rotated back into software stocks. ServiceNow reported Q1 subscription revenue up 22% to $3.67 billion and a 130%+ jump in $1M+ Now Assist customers. Risks flagged include competition, AI adoption, macro factors, and FX.
1 June 2026
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Dow Falls as Nvidia Gains; AI Trade Goes Up Against Rising Oil

Dow Falls as Nvidia Gains; AI Trade Goes Up Against Rising Oil

Nvidia surged 4.34% after launching a new AI PC chip with Microsoft, while Qualcomm dropped nearly 7%. Dow fell 0.22%, S&P 500 flat, Nasdaq up 0.01%. Brent crude jumped 6.11% to $96.69 on Iran-linked risks. United Airlines slid 4.61%, Exxon rose 2.78%. Berkshire Hathaway agreed to buy Taylor Morrison Home for $6.8 billion; shares soared 22.43%. U.S. manufacturing PMI hit a two-year high.
1 June 2026
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Fluence Energy Stock Surges as Siemens, Nvidia Unveil Data-Center AI Power Plan

Fluence Energy Stock Surges as Siemens, Nvidia Unveil Data-Center AI Power Plan

Fluence Energy stock soared 31% to $24.80 after Siemens named it in a new NVIDIA-linked AI data center power plan, featuring Fluence’s battery systems in a 136-megawatt reference design. The rally follows a record $5.6 billion backlog and two hyperscaler supply deals. Fluence posted Q2 revenue of $464.9 million, a narrowed net loss of $29.2 million, and negative adjusted EBITDA of $9.4 million.
1 June 2026
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IREN stock drops 7% into MSCI index add — what traders watch before Monday

IREN Stock Gets a $3.65 Billion Answer to Its Biggest AI Question

IREN shares slipped 0.7% premarket to $63.54 after closing a $3.65 billion investment-grade GPU financing facility to support its Microsoft AI cloud contract. The debt, secured by GPUs and contract cash flows, includes a $1.5 billion delayed-draw loan and $2.1 billion in 5.96% senior notes. IREN expects ARR to rise to $4.4 billion after deploying Nvidia Blackwell systems from Dell, but targets depend on delivery, utilization, and pricing.
1 June 2026
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SoftBank takes key spot as France launches $108B AI push in Europe data centre fight

SoftBank takes key spot as France launches $108B AI push in Europe data centre fight

SoftBank pledges €45 billion for AI data centers in northern France, leading €93 billion in corporate commitments at the Choose France summit. SoftBank plans 3.1 GW capacity by 2031, with a total program up to €75 billion. Ardian and Verne target a €5 billion AI campus in Île-de-France. Brookfield eyes €10 billion, MGX and Bpifrance near €7.5 billion site. Revolut to spend €100 million and add 200 jobs by 2030.
1 June 2026
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HPE Shares Push Higher Ahead of Earnings as AI Server Demand Looks Broader

HPE Shares Push Higher Ahead of Earnings as AI Server Demand Looks Broader

HPE jumped 5.1% premarket to $45.27 ahead of fiscal Q2 results due after the bell, following Dell’s AI server surge and HPE’s launch of a ProLiant server using Nvidia’s Vera CPU. HPE reported a $5B+ AI backlog in March, guided Q2 revenue to $9.6–$10B, and raised its 2026 earnings target. Investors await updates on backlog, server sales, and Juniper unit as supply remains tight and high prices persist into 2027.
1 June 2026
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Stock Market Updates

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

Micron, Qualcomm lift chip stocks after hours as Nasdaq slips

25 June 2026
Micron soared 16.34% after hours as customers locked in nearly $100 billion in future supply obligations—about 2.4 times its latest quarterly revenue—fueling a $400 billion surge in chip stocks and reversing the tech selloff that erased over $1 trillion from the Nasdaq 100 this week.
Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

25 June 2026
Western Digital (NASDAQ:WDC) shares dropped about 4% after a multi-week rally fueled by AI storage demand, as investors awaited Micron Technology’s earnings for new signals on enterprise storage spending; analysts cite a persistent hard-disk supply deficit that could support pricing into 2027, with Morgan Stanley raising its price target to $650.
BlackBerry falls with volume outpacing buyback plan ahead of earnings

BlackBerry falls with volume outpacing buyback plan ahead of earnings

25 June 2026
BlackBerry closed down 2.3% at $8.62 despite Stifel initiating coverage with a Buy and $12 target—39% above the close—while trading volume of 38.3 million shares far exceeded its entire buyback authorization, highlighting investor focus ahead of Thursday’s Q1 results and underscoring the limited impact of BlackBerry’s capital return plan.
Opendoor slides after landing in Russell 3000, liquidity and dilution concerns follow

Opendoor edges up before Russell 3000 move, soft housing numbers weigh

25 June 2026
Santos shares closed down 0.96% at A$7.24 after Brent crude slumped US$3.34 to US$73.74, cutting potential annual gross sales from its new Pikka project by about US$50 million at plateau rates; Pikka’s ramp to 80,000 barrels per day is key, as oil price swings now have a direct impact on Santos’ production-linked revenue and its US$2.5 billion net debt reduction target.
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