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Artificial Intelligence 26 June 2026 - 30 June 2026

Super Micro Computer (NASDAQ:SMCI) stock slide leaves AI orders worth twice its market value

Super Micro Computer (NASDAQ:SMCI) stock slide leaves AI orders worth twice its market value

Super Micro Computer, Inc. enters Tuesday’s regular U.S. session with a sharp split in the numbers: $39 billion of recent AI server orders, a $19.5 billion market value, and a stock price now sitting only 2.4% above the price of its latest underwritten common-share sale. The shares closed Monday at $28.15, down 8.1%, on volume of 91.16 million shares, or 184% of the 65-day average.
Palantir (NASDAQ:PLTR) rises after NVIDIA (NASDAQ:NVDA) AI tie-up, but trades at about 39x sales forecast

Palantir (NASDAQ:PLTR) rises after NVIDIA (NASDAQ:NVDA) AI tie-up, but trades at about 39x sales forecast

Palantir Technologies Inc. gained 2.4% to $115.70 late Monday after partnering with NVIDIA Corporation on an AI engine for U.S. government and critical infrastructure clients. Investors bought in: some $5.1 billion worth of Palantir shares traded, and the $2.74 gain tacked on around $7.0 billion in market cap. That’s close to 92% of Palantir’s 2026 revenue guidance midpoint.
Maruti Suzuki puts battery recycling with MiniMines in EV cost mix, AI stays in play

Maruti Suzuki puts battery recycling with MiniMines in EV cost mix, AI stays in play

Maruti Suzuki India picked five startups on Monday – four focused on AI and digital processes, and one in battery recycling. MiniMines, based in Bengaluru, will handle recycling old lithium-ion batteries and recover precious materials. The other four – Easework AI, Sarvam AI, Siftly, and CodeMate AI – will work on areas like procurement, customer support, marketing, and software.
Microsoft rebound ahead of Nasdaq open puts AI spending in spotlight

Microsoft rebound ahead of Nasdaq open puts AI spending in spotlight

Microsoft Corporation starts the U.S. premarket session Monday with a setup that’s more straightforward than it was late last week. But holders are staring at the same issue: does the stock deserve its software valuation when the company is spending like an infrastructure player? Nasdaq lists premarket hours as 4:00 a.m. to 9:30 a.m. Eastern, and regular hours at 9:30 a.m. to 4:00 p.m. The exchange also marks July 3 as closed for the Independence Day observed holiday.
Asia markets look to Korea, PMIs in the week ahead

Asia markets look to Korea, PMIs in the week ahead

Asian stocks are opening the week with moves that look driven more by balance sheet space than by earnings news. South Korea’s KOSPI stands out: after falling about 7% last week, it’s still up 66% for the quarter and has nearly doubled this year, according to a Reuters snapshot. That split between a sharp drop and a still-high gain puts Seoul in focus as a sign of how much leverage might be left in the AI rally.
Alphabet (NASDAQ:GOOGL) faces Gemini shortage as Chrome training draws crowds

Alphabet (NASDAQ:GOOGL) faces Gemini shortage as Chrome training draws crowds

Alphabet Inc. investors looking at a Sunday Fortune interview, also published on Yahoo Finance, might see less career advice and more about product allocation. Arvind Jain, co-founder of Rubrik Inc. and Glean, talked about learning from Sundar Pichai at Google and how some of the best bets can look wrong at first. “You have to think crazy,” Jain told Fortune.
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