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NASDAQ:GOOGL 26 May 2026 - 3 June 2026

Broadcom’s $280 Billion AI Rally Hits Key Test

Broadcom’s $280 Billion AI Rally Hits Key Test

Broadcom heads into Wednesday’s earnings after shares ran higher for four days. Traders have piled into custom AI chips and data-center networking plays, boosted this week by Alphabet’s $80 billion stock sale plan and a record move in Marvell Technology. Broadcom is due to post its fiscal Q2 numbers after the close, with a results call set for 5:00 p.m. ET, the company said.
Dow, S&P inch up as AI surge faces $80 billion hurdle

Dow, S&P inch up as AI surge faces $80 billion hurdle

U.S. stocks finished Tuesday little changed. The Dow picked up 149.01 points, or 0.29%, to 51,227.89. The S&P 500 was up 4.85 points, or 0.06%, at 7,604.81. The Nasdaq Composite slipped 13.96 points, or 0.05%, closing at 27,072.85. Buyers stuck with AI names, while companies with high spending needs and Middle East risk got less support. Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder, said it was “a mixed market today.”
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 Inc. shares rose in premarket trading on Monday, putting the AI cloud company back in focus before Nasdaq’s main session. The stock last traded in the regular session at $109.53 on May 29, while Google Finance showed premarket trading at $115.72, up 5.65%; Nasdaq’s regular session was due to open at 9:30 a.m. Eastern.
AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

Super Micro Computer has become the contested stock in the AI infrastructure trade, with fresh Zacks Investment Research notes putting it ahead of Nebius Group for near-term appeal while saying Alphabet offers the safer way to own the same theme. A separate Zacks note said Teradyne may offer more upside than Cisco as chip-testing demand tied to AI accelerators lifts results.
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