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NASDAQ:NVDA 1 June 2026 - 4 June 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
QQQM’s $835 Million AI Wave Meets a Zscaler Reality Check

QQQM’s $835 Million AI Wave Meets a Zscaler Reality Check

Invesco’s Nasdaq-100 ETF QQQM edged higher Tuesday, helped by fresh inflows and gains in Nvidia, even as Zscaler slid nearly 9% and reminded investors that the AI trade is not moving in one clean line. QQQM traded at $306.54, up 0.2%, while the larger Invesco QQQ Trust rose 0.2%; Zscaler was down 8.9% at $141.90.
Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

Arm Holdings could hit its $15 billion annual revenue goal for AI chips sooner than it expected, CEO Rene Haas said, as demand for data center central processors is picking up. Haas told Bloomberg Television he was “very confident” about the target, according to Seeking Alpha. Reuters also reported demand for Arm’s chips is higher than eight weeks ago.
Fluence Energy pops 44% on Nvidia news. The AI power trade sees fresh action

Fluence Energy pops 44% on Nvidia news. The AI power trade sees fresh action

Fluence Energy stock popped up in pre-market trade Tuesday, after jumping 44% to close at $27.15 Monday. The battery storage group rallied behind news it’s part of a new power architecture for next-gen AI data centers involving Siemens and Nvidia. nVent Electric, which is also involved in the project, was up about 2.8%. Nvidia added 6.3%, according to Investors Business Daily.
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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Editorial model selection. Not personalised advice.