Today: 4 June 2026
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Artificial Intelligence 11 March 2026 - 17 March 2026

Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia projected at least $1 trillion in AI chip revenue through 2027 and unveiled new Vera CPUs and Groq-based systems at its GTC conference in San Jose. CEO Jensen Huang said the Vera Rubin platform is now in full production, with Samsung set to manufacture Groq LP30 chips for shipment in late 2026. Nvidia shares traded at $183.22 Tuesday, valuing the company at $4.53 trillion.
17 March 2026
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Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Intel’s Xeon 6 CPUs will power Nvidia’s DGX Rubin NVL8 AI servers, set for release in the second half of 2026, according to announcements at Nvidia’s GTC conference. Each system pairs two Xeon 6776P chips with eight Rubin GPUs. Nvidia’s larger NVL72 racks will use its own Vera CPUs. Intel continues to face challenges with its 18A manufacturing process and meeting AI-driven CPU demand.
17 March 2026
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UiPath Stock Price Today: PATH Flat as New BMO Target Cut Revives AI Revenue Doubts

UiPath Stock Price Today: PATH Flat as New BMO Target Cut Revives AI Revenue Doubts

UiPath shares closed nearly flat at $11.57 Monday, underperforming other AI stocks after BMO Capital cut its price target to $14. The company forecast fiscal 2027 revenue growth of just over 9%, down from 13% in 2026, and guided ARR to about $2.05 billion. UiPath reported fourth-quarter revenue up 14% to $481 million and posted its first full-year profit under standard accounting.
16 March 2026
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SoundHound AI Stock Rises on Nvidia GTC Reveal as Cramer Warning Clashes With 10X Bull Case

SoundHound AI Stock Rises on Nvidia GTC Reveal as Cramer Warning Clashes With 10X Bull Case

SoundHound AI shares rose about 3% to $7.53 Monday after announcing a fully on-device automotive assistant to debut at Nvidia’s GTC conference. The company reported Q4 revenue up 59% to $55.1 million, with full-year revenue nearly doubling to $168.9 million. SoundHound ended 2025 with $248 million in cash and no debt. Wall Street expects growth to slow in 2026 and 2027.
16 March 2026
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Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Super Micro Computer shares rose about 2% to $31.37 as Nvidia’s GTC conference opened in San Jose. The company reported December-quarter revenue of $12.68 billion, up 123% from a year earlier, but gross margin fell to 6.3%. Receivables and inventories surged to $11.0 billion and $10.6 billion, while operating cash flow for the first half of fiscal 2026 was negative $941 million.
16 March 2026
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Nokia Stock Price Today: Nokia Oyj Shares Rise as AI Network Bet Faces April Test

Nokia Stock Price Today: Nokia Oyj Shares Rise as AI Network Bet Faces April Test

Nokia shares gained about 1% in Helsinki Monday, trading near 7.3 euros and up 31% for 2026. Morgan Stanley raised its price target to 8.50 euros last week, citing AI and cloud demand, while Arete Research downgraded the stock. Nokia expanded partnerships with TIM Brasil and Deutsche Telekom, and over 75 partners now use its Network as Code platform. Investors await first-quarter results on April 23.
16 March 2026
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Why Amazon Stock Price Is Slipping Despite a Court Win and New AI Deal

Why Amazon Stock Price Is Slipping Despite a Court Win and New AI Deal

Amazon shares fell 0.7% to $208.11 Friday despite a Luxembourg court overturning an $854 million privacy fine and a new AWS-AI chip partnership with Cerebras. Investors remained cautious amid Amazon’s $200 billion spending plan and broader tech market weakness. Amazon declined to comment on reports it may move Prime Day to June. Regulatory and operational pressures persist.
13 March 2026
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MARA Holdings Stock Price Jumps as Bitcoin Rebounds, AI Pivot Back in Focus

MARA Holdings Stock Price Jumps as Bitcoin Rebounds, AI Pivot Back in Focus

MARA Holdings shares jumped about 9% Friday as bitcoin surged above $71,000, outpacing other crypto miners. The company recently announced a partnership with Starwood Digital Ventures to develop up to 2.5 gigawatts of IT capacity, while reporting a $1.7 billion net loss for Q4 and revenue down 6%. U.S. stocks fell on growth and inflation concerns.
13 March 2026
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Palantir Stock Price Falls as Nvidia Pact, New AI Deals Face Wall Street Test

Palantir Stock Price Falls as Nvidia Pact, New AI Deals Face Wall Street Test

Palantir shares fell 2.7% to $149.41 Friday, underperforming U.S. stocks, after announcing new AI and defense partnerships at its AIPCon event, including a software deal with Nvidia. The stock is down nearly 14% for 2026 despite a 92% gain over the past year. Palantir faces fallout from the Pentagon’s break with Anthropic, which supplied code for its Maven Smart System military platform.
13 March 2026
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Nokia Stock Climbs as Morgan Stanley Lifts Target on AI Demand

Nokia Stock Climbs as Morgan Stanley Lifts Target on AI Demand

Nokia shares traded near 7.2 euros in Helsinki after Morgan Stanley raised its price target to 8.50 euros, citing stronger AI infrastructure demand. The U.S.-listed ADRs closed at $8.14, with trading volume more than double the 50-day average. Nokia recently expanded AI partnerships with TIM Brasil and Deutsche Telekom. The company expects 2026 comparable operating profit of 2.0–2.5 billion euros.
13 March 2026
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TeraWulf (WULF) Stock Price Falls 3.6% After Target Cut Reopens AI Pivot Debate

TeraWulf (WULF) Stock Price Falls 3.6% After Target Cut Reopens AI Pivot Debate

TeraWulf shares fell 3.6% to $14.67 Thursday after Keefe, Bruyette & Woods cut its target price to $23, citing higher spending and accounting changes. The company reported 522 critical IT megawatts under contract and $3.72 billion in cash, but faces regulatory uncertainty over its planned Morgantown power plant purchase. Bitcoin was steady near $70,535, while peer stocks moved mixed.
13 March 2026
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Cipher Digital Stock Price Falls After KBW Target Cut; CIFR AI Data-Center Pivot Faces Test

Cipher Digital Stock Price Falls After KBW Target Cut; CIFR AI Data-Center Pivot Faces Test

Cipher Digital shares fell 2.8% to $13.71 after Keefe, Bruyette & Woods cut its price target to $20, citing lower hash prices and higher spending as Cipher exits bitcoin mining. The company projects $9.3 billion in contracted revenue from new AI-focused data center leases starting October 2026. Cipher sold mining assets and cut its hash rate to 11.6 EH/s. CEO Tyler Page said both major projects remain on schedule.
13 March 2026
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AMD Stock Price Drops Below $200 as Oil Shock Hits Chip Shares, Meta Expands In-House AI Push

AMD Stock Price Drops Below $200 as Oil Shock Hits Chip Shares, Meta Expands In-House AI Push

AMD shares fell 3.4% to $197.74 late Thursday, dropping below $200 as tech stocks slid amid a broader market selloff. The decline followed Iranian strikes on oil tankers that pushed crude prices higher and rattled Wall Street. Meta unveiled new in-house AI chips and confirmed a $60 billion AMD chip deal, while AMD CEO Lisa Su plans to visit South Korea next week for memory supply talks.
13 March 2026
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IREN Stock Price Slips as $6 Billion Share-Sale Plan Tests AI Buildout

IREN Stock Price Slips as $6 Billion Share-Sale Plan Tests AI Buildout

IREN shares fell 1.3% to $41.37 Thursday, following a broader tech selloff as the Nasdaq dropped 1.78%. The company is shifting from bitcoin mining to AI cloud infrastructure, recently ordering over 50,000 Nvidia GPUs and expanding its stock-sale program to $6 billion. IREN reported a $155.4 million net loss last quarter, with most revenue still from bitcoin mining. Microsoft signed a $9.7 billion, five-year contract with IREN in November.
13 March 2026
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Ondas Stock Rises After Palantir and World View Unveil AI-Driven Stratollite ISR Deal

Ondas Stock Rises After Palantir and World View Unveil AI-Driven Stratollite ISR Deal

Palantir, Ondas, and World View announced plans to build an AI-enabled surveillance network linking stratospheric balloons, drones, and ground systems. Ondas shares rose over 2% in premarket trading before settling up 1.1% at $9.94. The project centers on World View’s Stratollite balloon and will use Palantir’s AI for mission operations, with integration expected by late 2026. Ondas reaffirmed 2026 revenue guidance at $170 million to $180 million.
12 March 2026
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Oracle Stock Price Jumps After AI Cloud Forecast Eases Debt Fears

Oracle Stock Price Jumps After AI Cloud Forecast Eases Debt Fears

Oracle shares jumped 9.18% to $163.12 after the company raised its fiscal 2027 revenue target to $90 billion and reported a 325% surge in remaining performance obligations to $553 billion. Quarterly cloud revenue rose 44% to $8.9 billion. Oracle said many new AI contracts are backed by customer prepayments or client-supplied GPUs. Financing concerns remain despite $30 billion already raised toward a $50 billion target.
12 March 2026
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What to Know About AI Stocks Before the US Market Open Today: Oracle Revives the Trade, Adobe Up Next

What to Know About AI Stocks Before the US Market Open Today: Oracle Revives the Trade, Adobe Up Next

Oracle reported a 325% jump in contracted future revenue to $553 billion and raised its 2027 revenue target to $90 billion, driving AI stocks higher premarket despite oil prices weighing on futures. Nvidia announced a $2 billion investment in Nebius, while Meta unveiled four in-house AI chips. Amazon is seeking $37 billion in bonds to fund AI infrastructure. Atlassian will cut 1,600 jobs to shift focus to AI.
12 March 2026
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Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir Stock Price Today: PLTR Holds Steady as Anthropic Lawsuit Tests Pentagon AI Work

Palantir shares edged down 0.06% to $151.05 Wednesday as legal experts said Anthropic has a strong case against its Pentagon blacklisting, according to Reuters. Palantir’s Maven software, used in U.S. defense contracts, relies on Anthropic’s Claude AI. If the ban holds, Palantir may need to replace Claude in systems tied to over $1 billion in contracts. Anthropic sued the U.S. government Monday over the ban.
11 March 2026
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Stock Market Today

  • Morgan Stanley Raises UnitedHealth Price Target to $453, Maintains Overweight Rating
    June 4, 2026, 10:25 AM EDT. Morgan Stanley increased its price target for UnitedHealth Group (UNH) to $453 from $395 while maintaining an overweight rating, signaling confidence in the health insurer's stock. Analysts polled by FactSet show an average overweight rating and a mean price target of $404.44. The upward revision reflects optimism about UnitedHealth's growth prospects amid ongoing healthcare demand.

Latest articles

Solidion Shares Surge Following Space Battery Announcement

Solidion Shares Surge Following Space Battery Announcement

4 June 2026
Solidion shares soared 361% to $23.21 after unveiling a patented battery platform for satellites, AI data centers, and lunar infrastructure, despite no customer orders, limited cash of $38,887, minimal sales, a going-concern warning, and defaulted debt, making future financing and dilution key risks for investors.
UnitedHealth Shares Climb as Wall Street Sees Less Cost Pressure

UnitedHealth Shares Climb as Wall Street Sees Less Cost Pressure

4 June 2026
UnitedHealth Group surged 5.7% after Bank of America upgraded the stock to Buy and Morgan Stanley hiked its price target, as Wall Street cited signs of easing medical costs and a favorable second-quarter earnings setup, with shares trading near $398 and the board boosting the quarterly dividend to $2.32, even as a Massachusetts lawsuit poses ongoing risk.
Ciena Corporation Stock Faces $416 Reality Check as AI Network Push Heads to Brazil

Ciena shares fall after strong results, AI trade takes a hit

4 June 2026
Ciena shares plunged 9.5% premarket to $561.51 despite beating Q2 revenue and profit estimates and raising full-year guidance, as investors—already pricing in an AI-driven boom—found the outlook insufficient; two customers made up 34% of revenue, highlighting risk from concentrated orders and volatile AI-linked demand.
Splash Beverage Stock Climbs — NYSE Details for Traders

Splash Beverage Stock Climbs — NYSE Details for Traders

4 June 2026
Splash Beverage soared 71% to $0.2420 after filing a plan to regain NYSE American compliance, with shares quoted at $0.3650 premarket as investors react to survival efforts amid expired Medterra CBD talks, a sharp revenue drop to $4,224, a $2.14 million loss, and just $381,195 in cash, leaving the company dependent on new deals and financing to avoid delisting.
Intel Shares Drop Even as Tech Climbs—AI Trade Not Enough

Intel Shares Dip Premarket Despite Foxconn AI Deal

4 June 2026
Intel shares slid 3.71% to $108.53 premarket as a new AI partnership with Foxconn failed to offset a chip-sector selloff sparked by Broadcom’s disappointing results; investors face uncertainty as Intel and Foxconn gave no financial details, customer names, or launch timeline for their AI collaboration, raising questions about how soon the deal could boost revenue.
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