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Artificial Intelligence 31 May 2026 - 1 June 2026

Zeta Global Stock Pops Before the Bell as AI-Marketing Trade Gets Another Look

Zeta Global Stock Pops Before the Bell as AI-Marketing Trade Gets Another Look

Zeta Global traded at $24.13 in Monday premarket, up 5.42% after a 13.43% Friday surge on heavy volume. Q1 revenue jumped 50% to $396 million; 2026 guidance midpoint raised to $1.785 billion. OpenAI models now support Athena, Zeta’s AI-driven marketing tool. Analyst targets average $28.31, with BofA at $24. Risks include rapid price gains, competition with Salesforce, Oracle, Adobe, and execution on AI growth.
1 June 2026
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Palantir gains premarket with AI stock catalyst eyed

Palantir gains premarket with AI stock catalyst eyed

Palantir jumped 3.6% to $162.14 in pre-market trade Monday, adding to a 17% two-day surge after Dell and Snowflake’s strong AI-driven results. No new filings from Palantir. Investors are betting on AI momentum and Palantir’s raised 2026 revenue target of up to $7.66 billion after an 85% Q1 revenue spike. Gains follow Dell and Palantir’s on-prem AI OS launch and Snowflake’s $6B AWS deal, but competition and AI spending risks remain.
1 June 2026
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CoreWeave Stock Jumps Before the Bell as AI Cloud Rally Gets a New Test

CoreWeave Stock Jumps Before the Bell as AI Cloud Rally Gets a New Test

CoreWeave jumped 5.65% to $115.72 premarket after a preliminary Russell 3000 index addition and news of a CoreWeave-backed AI-inference funding round. First-quarter revenue more than doubled to $2.08 billion, but net loss widened to $740 million. Heavy spending, insider share sales, and new cloud rivals from Blackstone and Google remain key risks as index rebalancing and AI demand drive investor focus.
1 June 2026
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Nokia Stock Jumps Again as AI Bet Meets Fresh Insider Buying

Nokia Stock Jumps Again as AI Bet Meets Fresh Insider Buying

Nokia surged 5.39% to 13.16 euros in Helsinki, outpacing the OMX Helsinki 25, after senior manager Victoria Hanrahan disclosed buying 44,682 shares on the NYSE for about $706,500. The rally follows strong Q1 results: 49% sales growth to AI and cloud customers, 1 billion euros in orders, and a 54% jump in comparable operating profit. Shares are up over 130% this year. Next earnings report is set for July 23.
1 June 2026
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Nebius Stock Trades Near High on AI Fund Interest, Faces Next Hurdle

Nebius Stock Trades Near High on AI Fund Interest, Faces Next Hurdle

Nebius (NASDAQ: NBIS) closed at $231.09, just shy of its 52-week high, after Situational Awareness LP disclosed a 5.6% stake, becoming its largest shareholder. Shares jumped 9% on the news. Q1 revenue soared 684% to $399 million, net income reached $621.2 million, and capex guidance rose to $20–25 billion for 2026. Nebius secured up to 1.2 GW for a new AI factory in Pennsylvania. Investor focus shifts to June 3’s BofA tech conference.
1 June 2026
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Adobe Stock Gains in Premarket With Wall Street Focused on AI

Adobe Stock Gains in Premarket With Wall Street Focused on AI

Adobe surged 3.6% after hours to $268.48, building on Friday’s 7.36% rally, as investors await June 11 earnings for proof AI boosts revenue, not just costs. The stock remains far below its $421 high. Adobe’s $25 billion buyback runs through 2030. CEO Narayen will step down after a successor is named. Competition from Figma and new AI tools like Anthropic’s Claude Design adds pressure ahead of the key earnings report.
1 June 2026
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Ford Stock’s AI Bet Moves Traders Beyond Autos

Ford Stock’s AI Bet Moves Traders Beyond Autos

Ford shares closed up 4.74% at $17.44 after Ford Energy signed a five-year deal to supply EDF power solutions North America with up to 20 GWh of battery storage starting in 2028. Investors shifted focus from vehicles to Ford’s battery storage unit, now seen as a contender in power infrastructure. Ford raised its full-year adjusted EBIT outlook to $8.5–$10.5 billion, but still faces high conversion costs, soft EV demand, and battery supply risks from China.
1 June 2026
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Nvidia Faces Monday Test With AI PCs, Robots, China Moves

Nvidia Faces Monday Test With AI PCs, Robots, China Moves

Nvidia closed Friday at $211.14, down 1.45%, as CEO Jensen Huang promoted new AI PC chips and robotics at Computex. Over the weekend, U.S. authorities tightened export controls on advanced AI chips, targeting Chinese firms abroad. Nvidia says plans are unchanged, but China remains a risk factor. Microsoft is set to launch Windows PCs with Nvidia CPUs. Samsung and LG shares rose on partnership hopes. Second-quarter outlook excludes China data-center revenue.
1 June 2026
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Intel Stock Up 200%, Now Eyes AI Chip Challenge

Intel Stock Up 200%, Now Eyes AI Chip Challenge

Intel shares ended Friday down 5.1% at $114.68 after a 200% rally this year. At Computex, Intel unveiled Xeon 6+ chips, Ethernet E835 adapters, and details on its Crescent Island AI GPU, targeting cheaper AI inference. Risks remain: Crescent Island hasn’t proven performance or landed buyers, and Intel reported a $3.73 billion net loss. CEO Lip-Bu Tan’s Computex keynote is in focus for investors Monday.
1 June 2026
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Microsoft Shares Surge 5.4%, Wall Street Watching for AI Payoff

Microsoft Shares Surge 5.4%, Wall Street Watching for AI Payoff

Microsoft surged 5.45% to $450.24 Friday as AI stocks drove Wall Street to record closes; volume hit 77.3 million shares. After-hours trading held steady. Investors returned to AI tech, with Microsoft’s cloud and AI revenue jumping. Gross margin fell on heavy AI spending. Microsoft plans new Windows PCs with Nvidia chips and faces rising competition from Google and Amazon. The stock now trades on whether AI infrastructure will deliver high-margin software sales.
1 June 2026
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Marvell Shares Face Monday Test After AI-Driven Climb

Marvell Shares Face Monday Test After AI-Driven Climb

Marvell shares closed Friday at $205.00, up 4.4% for the week after record Q1 sales of $2.418 billion and a raised AI-led revenue forecast. Data-center revenue jumped 27% to $1.833 billion. Marvell now sees fiscal 2028 revenue at $16.5 billion and custom silicon topping $10 billion in 2029. Risks flagged include customer concentration and supply-chain issues. Broadcom earnings and the U.S. jobs report loom this week.
1 June 2026
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Broadcom Shares Hit Record; Week Ahead Seen Key for AI Rally

Broadcom Shares Hit Record; Week Ahead Seen Key for AI Rally

Broadcom soared 4.73% to a record $446.77 Friday, up 7.9% for the week, ahead of its June 3 fiscal Q2 report seen as a key test for AI chip demand. The company previously guided for $22 billion in Q2 revenue, with $10.7 billion from AI chips. Analysts raised price targets, citing strong custom XPU momentum. Broadcom is also backing Anthropic’s $36 billion AI hardware financing. Investors await management’s outlook and July-quarter guidance.
31 May 2026
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Oracle Shares Jump as AI Cloud Bets Head Toward Another Test

Oracle Shares Jump as AI Cloud Bets Head Toward Another Test

Oracle soared 10.84% Friday to $225.78, capping a 17.5% weekly surge as traders piled into AI infrastructure stocks. Wall Street’s software index jumped over 6% as AI demand fears faded. Oracle’s remaining performance obligations hit $553 billion, up 325% year over year. Risks remain: high AI infrastructure costs, reliance on OpenAI, and scrutiny over TikTok data. Fiscal Q4 results land mid-June.
31 May 2026
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Dell Shares Surge 33% as AI Server Demand Soars—Big Test Ahead

Dell Shares Surge 33% as AI Server Demand Soars—Big Test Ahead

Dell shares soared 32.76% Friday to $420.91 after record Q1 revenue of $43.8 billion and $16.1 billion in AI server sales, overtaking PC revenue for the fourth straight quarter. Dell raised its AI server sales target to $60 billion for the year and now expects up to $169 billion in fiscal 2027 revenue. At least 13 brokerages hiked price targets, but supply risks and questions about sustained demand remain.
31 May 2026
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SoundHound AI Stock Fell After Record Revenue. Cash Burn Is What Spooked Wall Street

SoundHound AI Stock Just Jumped. Monday May Tell If The Rally Has Legs

SoundHound AI surged 5.14% to $9.00 Friday, capping a week up over 10% from May 22 on heavy volume after filing to sell up to $300 million in new shares. The company reaffirmed 2026 revenue guidance and reported $44.2 million Q1 revenue, $216 million cash, and no debt. Investors weighed the pending $43 million LivePerson acquisition, which still requires approvals, against risks of dilution and cash burn.
31 May 2026
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Wall Street Rally Runs into May Jobs Report as Fed, AI Moves Hang Over Market

Wall Street Rally Runs into May Jobs Report as Fed, AI Moves Hang Over Market

S&P 500 and Nasdaq closed May at record highs, capping nine straight weeks of gains. Investors await Friday’s nonfarm payrolls and key tech earnings from Palo Alto Networks, CrowdStrike, and Broadcom. April’s PCE inflation hit 3.8%, while Q1 GDP growth was cut to 1.6%. Fed officials warn on inflation risks from Iran conflict. Dollar General reports Tuesday. Market focus shifts to economic data and Fed policy meeting June 16-17.
31 May 2026
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AI puts Cisco’s $120 share price on watch this week

AI puts Cisco’s $120 share price on watch this week

Cisco closed Friday at $120.42, up 1.5% after touching $121.43, but ended the week nearly flat. Fiscal Q3 revenue hit $15.8 billion, up 12% year-over-year, with non-GAAP EPS at $1.06. Product orders jumped 35%, AI infrastructure orders reached $5.3 billion year-to-date, and full-year AI order guidance rose to $9 billion. Cisco forecasts Q4 revenue of $16.7–$16.9 billion and fiscal 2026 revenue up to $63 billion.
31 May 2026
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Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta Stock Waits for AI Weekend Signal

Meta shares closed at $632.51 Friday, down 0.44% for the day but up 3.6% for the week, outpacing the Nasdaq and S&P 500. Reports say Meta will test an AI-powered pendant next year as part of a broader wearables strategy, while Reality Labs posted a $4.03 billion loss last quarter. The board approved a quarterly dividend of 52.5 cents per share, payable June 25. Meta raised its 2026 capital expenditure forecast to $125-$145 billion. CEO Mark Zuckerberg said a cloud-computing unit is possible if AI expansion leaves extra datacenter capacity.
31 May 2026
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Apple Stock Briefly Nears Record as Siri Faces Key Test

Apple Stock Briefly Nears Record as Siri Faces Key Test

Apple shares closed Friday at $312.06, near record highs, after hitting $315 during the session. The stock rose about 1% for the holiday-shortened week. Investors await Apple’s Worldwide Developers Conference starting June 8, where new AI features are expected. Analyst Wamsi Mohan raised his price target to $380, citing the need for Siri to become more capable with agentic AI.
31 May 2026
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ServiceNow Shares Reverse AI Drop, Wall Street Looks for Next Move

ServiceNow Shares Reverse AI Drop, Wall Street Looks for Next Move

ServiceNow shares closed at $124.37 Friday, up 14.38%, capping a 40.8% gain for May—its best month since its 2012 IPO, MarketWatch reported. The stock surged 21.8% over the holiday-shortened week. Investors returned to enterprise software names amid renewed optimism for AI-linked platforms. Wipro shares also jumped after announcing an expanded AI partnership with ServiceNow.
31 May 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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